$DCI

$85.51 +$0.72 (0.85%) Close

$DCI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 115.9M shares outstanding

Who owns DCI?

By type of holder

Institutions 90.5% Insiders 0.6% Everyone else 8.8%

Concentration Top 10 holders own 45.3%

BlackRock, Inc. 10.3% · State Farm Mutual Automobile Insurance Co 7.9%

Institutional ownership

90.5%

+3.2 pts vs last qtr

Institutional holders

629

+15 vs last qtr

Net shares bought

+3.7M

by institutions in Q2 2026

New / sold out

77 / 62

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +1.1M
Massachusetts Financial Services Co /ma/ +973.5K

Biggest sellers in Q2 2026

William Blair Investment Management, LLC −1.6M
Two Sigma Investments, LP −505.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$11.2M

13 notices from 7 people

Shares covered

124.5K

0.11% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Tod Carpenter Officer $3.19M
Ajita G Rajendra Director $1.82M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−12.1%

−1.42% a year

Each share's claim on the business

+13.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.55B vs $182M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years80% 3–5 years4% 1–3 years7% Under 1 year9%

Quarterly turnover

9.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting DCI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	11.9M	10.30%	+724.7K (+6.5%)	≤2021	0.0%
Shares held by quarter Peak holding11.9M (Q2'26) Change over 8 quarters+1.1M Share of the company10.300% BlackRock, Inc.'s full portfolio →
SF State Farm Mutual Automobile Insurance Co	9.1M	7.89%	Unchanged	≤2021	0.6%
Shares held by quarter Peak holding9.3M (Q3'24) Change over 8 quarters−144.2K Share of the company7.890% State Farm Mutual Automobile Insurance Co's full portfolio →

BlackRock, Inc.

11.9M

% of company

10.30%

Change vs last qtr

+724.7K (+6.5%)

Held since

≤2021

State Farm Mutual Automobile Insurance Co

9.1M

% of company

7.89%

Change vs last qtr

Unchanged

Held since

≤2021

28 more super investors behind a free account

See every manager holding Donaldson Company, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting DCI on Form N-PORT; together they hold 40.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$356M	4.0M	3.42%	0.29%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$330M	3.7M	3.17%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$356M

% of company

3.42%

% of the fund

0.29%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$330M

% of company

3.17%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Donaldson Company, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CT Carpenter Tod E. Insider	341.4K	0.29%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.290% Carpenter Tod E.'s insider activity →
BA Becker Amy C Insider	60.8K	0.05%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.050% Becker Amy C's insider activity →

Carpenter Tod E.

Insider

341.4K

% of company

0.29%

Change vs last qtr

—

Held since

—

Becker Amy C

Insider

60.8K

% of company

0.05%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Donaldson Company, Inc..

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