Donaldson Company

DCI • NYSE

Donaldson Company is a industrial - machinery company in the industrials sector on NYSE, led by Tod E. Carpenter, with a market cap of $10.6B. As of Q3 2025, 86% of shares are held by 547 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.39%.

CEOTod E. Carpenter

Market Cap$10.6B

Industrial - Machinery

Industrials

Employees13.0K

Websiteir.donaldson.com

Country

United States of America

Overview

Overview of institutional ownership in DCI as of Q3 2025 with a market cap of $9.5B

All Institutions

Institutions: 547
Value Held: $8.2B
Shares Held: 99.8M
Avg Position: $14.9M
Median Position: $810.2K

Hedge Funds

Hedge Funds: 39
Value Held: $332.4M
Shares Held: 4.1M
Avg Position: $8.5M
Median Position: $2.2M

Ownership Breakdown

Institutional (non-HF)

82.61%

$7.8B

Hedge Funds

3.5%

$332.4M

Retail & Other

13.88%

$1.3B

Based on market cap of $9.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in DCI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$985.4M 0.01% of portfolio	10.39% 12.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$874.2M 0.02% of portfolio	9.21% 10.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
S STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Institution	-	$748.3M 0.62% of portfolio	7.89% 9.1M shares	≤ Q2 2013 Held for 12y 5m+	$119.95B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$413.3M 0.01% of portfolio	4.36% 5.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$337.5M 0.02% of portfolio	3.56% 4.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$261.9M 0.64% of portfolio	2.76% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$41.0B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$231.7M 0.01% of portfolio	2.44% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
B BTIM Corp. Institution	-	$221.2M 1.62% of portfolio	2.33% 2.7M shares	≤ Q2 2013 Held for 12y 5m+	$13.6B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$204.2M 0.01% of portfolio	2.15% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	John Scott Brandser CEO	$202.6M 2.05% of portfolio	2.14% 2.5M shares	Q1 2019 Held for 6y 8m	$9.9B

Net Capital Flow

Institutional buying and selling activity for DCI in Q3 2025

Traded: −$766.2M
Buyers: 254
Sellers: 235
Total Bought: +$383.6M
Total Sold: −$1.1B
Avg Position: $13.7M

Biggest Buyers

Institution	Net Bought	Current Position
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$94.9M +1.2M shares	$96.5M 1.2M shares
MORGAN STANLEY RIA/Wealth	+$32.9M +401.7K shares	$204.2M 2.5M shares
S Swedbank AB Institution	+$20.9M +255.4K shares	$42.1M 514.8K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	+$16.1M +196.8K shares	$36.3M 443.2K shares
Toroso Investments, LLC ETF Provider	+$14.3M +175.3K shares	$14.3M 175.3K shares
Trexquant Investment LP Hedge Fund•Quant	+$11.3M +137.6K shares	$11.3M 137.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$11.2M +136.8K shares	$12.9M 157.4K shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	+$10.9M +132.8K shares	$141.5M 1.7M shares
Bank of New York Mellon Corp Institution	+$10.1M +123.0K shares	$105.0M 1.3M shares
BARCLAYS PLC Institution	+$8.9M +109.2K shares	$14.7M 179.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$728.2M −10.5M shares	Sold Off 0 shares
I Impax Asset Management Group plc Long Only Manager	−$56.8M −831.2K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$35.4M −432.4K shares	$985.4M 12.0M shares
FIRST TRUST ADVISORS LP ETF Provider	−$30.0M −365.9K shares	$117.8M 1.4M shares
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID RIA/Wealth	−$19.7M −240.4K shares	$15.3M 186.8K shares
M MAIRS & POWER INC Institution	−$18.3M −224.1K shares	$49.6M 605.4K shares
Q Qube Research & Technologies Ltd Institution	−$17.6M −215.2K shares	$6.6M 80.9K shares
UBS Group AG Institution	−$17.1M −208.7K shares	$53.7M 656.5K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$16.5M −201.8K shares	$31.2M 380.6K shares
STATE STREET CORP Institution	−$14.1M −172.3K shares	$413.3M 5.0M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DCI in Q3 2025

New Positions: 29
New Value: $4.8M
Exited Positions: 47
Exited Value: $821.5M

New Positions

Institution	Position Value
Aaron Wealth Advisors LLC RIA/Wealth	$820.1K 10.0K shares
PIER 88 INVESTMENT PARTNERS LLC Hedge Fund•Long/Short	$442.0K 5.4K shares
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth	$356.6K 4.4K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$312.0K 3.8K shares
C Camden Capital, LLC RIA/Wealth	$267.6K 3.3K shares
E EVERGREEN CAPITAL MANAGEMENT LLC Institution	$265.1K 3.2K shares
NorthRock Partners, LLC RIA/Wealth	$255.0K 3.1K shares
Ramirez Asset Management, Inc. Long Only Manager	$242.3K 3.0K shares
Forum Financial Management, LP RIA/Wealth	$227.1K 2.8K shares
V Vise Technologies, Inc. Institution	$226.0K 2.8K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$728.2M 10.5M shares
I Impax Asset Management Group plc Long Only Manager	$56.8M 831.2K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$9.4M 136.0K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$4.5M 64.4K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$4.4M 63.3K shares
Strategic Global Advisors, LLC Long Only Manager	$2.3M 33.2K shares
P PineBridge Investments Ltd Institution	$1.7M 24.0K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$1.6M 23.1K shares
F Farringdon Capital, Ltd. Institution	$1.3M 18.4K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$1.1M 15.9K shares

Options Activity

Institutions with the largest Call and Put options positions in DCI as of Q3 2025

Call Positions: 5
Call Value: $5.1M
Put Positions: 5
Put Value: $2.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.5M 179.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.5M 179.0 contracts
J JANE STREET GROUP, LLC Institution	$1.1M 130.0 contracts
W WOLVERINE TRADING, LLC Institution	$958.2K 118.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$180.1K 22.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.4M 170.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$532.0K 65.0 contracts
W WOLVERINE TRADING, LLC Institution	$259.8K 32.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$57.3K 7.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with DCI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M MCDANIEL TERRY & CO Institution	-	3.66% $45.5M	0.48% 555.8K shares	≤ Q2 2013 Held for 12y 5m+	$1.2B
D DUDLEY & SHANLEY, LLC RIA/Wealth	Henry Claypool Dudley Chairman	3.56% $22.1M	0.23% 270.6K shares	Q1 2024 Held for 1y 8m	$621.5M
CAPITAL COUNSEL LLC/NY RIA/Wealth	Terence Sean Greene President	2.99% $78.0M	0.82% 952.6K shares	Q3 2024 Held for 1y 2m	$2.6B
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID RIA/Wealth	William John Palumbo CEO	2.39% $15.3M	0.16% 186.8K shares	≤ Q2 2013 Held for 12y 5m+	$639.0M
C Close Asset Management Ltd Institution	-	2.19% $97.8M	1.03% 1.2M shares	Q4 2023 Held for 1y 11m	$4.5B
SPRUCEGROVE INVESTMENT MANAGEMENT LTD Long Only Manager	Arjun Nmn Kumar CEO	2.18% $21.2M	0.22% 258.8K shares	Q1 2020 Held for 5y 8m	$970.6M
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	John Scott Brandser CEO	2.05% $202.6M	2.14% 2.5M shares	Q1 2019 Held for 6y 8m	$9.9B
SCHARF INVESTMENTS, LLC RIA/Wealth	Brian Alan Krawez President	1.76% $63.2M	0.67% 772.2K shares	Q4 2024 Held for 11 months	$3.6B
B BTIM Corp. Institution	-	1.62% $221.2M	2.33% 2.7M shares	≤ Q2 2013 Held for 12y 5m+	$13.6B
Aurora Investment Counsel RIA/Wealth	David John Yucius President	1.40% $2.6M	0.03% 32.3K shares	Q2 2025 Held for 5 months	$188.5M

Hedge Fund Spotlight

Discover hedge funds investing in DCI

Holocene Advisors, LP

Hedge Fund • Long/Short

Portfolio ManagerJohn Brandon Haley

Portfolio Value: $43.5B
Positions: 726
Last Reported: Q3 2025

Sector Allocation

Position in Donaldson Company

Market Value: $4.1M
Shares Held: 50.5K
Portfolio Weight: 0.01%
Owned Since: 2024-Q4

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