Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DCI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.2M | $952.0M | +2.8% | 9.677% | 0.02% |
| 2 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 9.1M | $775.9M | 0.0% | 7.888% | 0.61% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.5M | $553.2M | — | 5.623% | 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.2M | $439.9M | — | 4.472% | 0.01% |
| 5 | STATE STREET CORP | 4.8M | $404.7M | -1.8% | 4.114% | 0.01% |
| 6 | FMR LLC | 3.8M | $325.0M | -3.3% | 3.303% | 0.02% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.3M | $282.8M | +17.1% | 2.874% | 0.02% |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.9M | $248.2M | -3.0% | 2.523% | 0.73% |
| 9 | MORGAN STANLEY | 2.4M | $204.5M | -5.2% | 2.079% | 0.01% |
| 10 | Invesco Ltd. | 2.3M | $194.6M | +69.1% | 1.979% | 0.03% |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.1M | $179.2M | +0.1% | 1.822% | 0.60% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $168.8M | -1.1% | 1.716% | 0.04% |
| 13 | Boston Trust Walden Corp | 1.9M | $161.3M | -20.6% | 1.639% | 1.33% |
| 14 | Pictet Asset Management Holding SA | 1.8M | $152.9M | +10438.1% | 1.554% | 0.16% |
| 15 | AMERICAN CENTURY COMPANIES INC | 1.7M | $140.4M | +11.8% | 1.427% | 0.07% |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.6M | $137.1M | -5.4% | 1.394% | 0.45% |
| 17 | FIDUCIARY MANAGEMENT INC /WI/ | 1.4M | $121.1M | -38.5% | 1.231% | 1.50% |
| 18 | Bank of New York Mellon Corp | 1.2M | $103.8M | +0.8% | 1.055% | 0.02% |
| 19 | NORTHERN TRUST CORP | 1.2M | $98.1M | +1.4% | 0.998% | 0.01% |
| 20 | FIRST TRUST ADVISORS LP | 1.0M | $87.6M | -0.6% | 0.891% | 0.06% |
| 21 | CAPITAL COUNSEL LLC/NY | 952K | $80.8M | -0.7% | 0.821% | 3.44% |
| 22 | Allspring Global Investments Holdings, LLC | 898K | $77.3M | -5.1% | 0.775% | 0.13% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 817K | $69.3M | +2.4% | 0.705% | 0.01% |
| 24 | TWO SIGMA INVESTMENTS, LP | 779K | $66.1M | +66.0% | 0.672% | 0.05% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 736K | $61.7M | +5.4% | 0.635% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DCI — a direct measure of their conviction.
Filings activity in DCI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 591 | 2.5% | 82.98% | 3.81 pp | $8.31B | 4.4% |
| Q4 2025 | 606 | +11% | 86.79% | +7.49 pp | $8.69B | +9.4% |
| Q3 2025 | 548 | +5.8% | 79.30% | +11.10 pp | $7.94B | +16% |
| Q2 2025 | 518 | +1.2% | 68.20% | +2.18 pp | $6.83B | +3.3% |
| Q1 2025 | 512 | 1.2% | 66.02% | +0.50 pp | $6.61B | +0.8% |
| Q4 2024 | 518 | 1.0% | 65.52% | 4.41 pp | $6.56B | 6.3% |
| Q3 2024 | 523 | +2.5% | 69.93% | 3.24 pp | $7.00B | 4.4% |
| Q2 2024 | 510 | — | 73.17% | — | $7.33B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DCI stock.
Based on Q1 2026 13F filings, institutional ownership of Donaldson Company, Inc. stands at 83.0%, held across 591 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of DCI, with approximately 11,217,068 shares worth $0.95B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of DCI, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for DCI is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
72 institutions opened new positions in DCI during Q1 2026, while 87 fully exited. 136 added to existing positions and 379 trimmed.
DCI institutional ownership fell by 3.81 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 52.7% of all reported 13F value in DCI, and the top 25 account for 73.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Donaldson Company, Inc. (DCI) Institutional Ownership