Donaldson Ownership | Who Owns Donaldson?
Donaldson Ownership Summary
Donaldson is owned by 82.04% institutional investors, 0.55% insiders, and 17.41% retail investors. Vanguard group is the largest institutional shareholder, holding 10.50% of DCI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.28% of its assets in Donaldson shares.
DCI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Donaldson | 82.04% | 0.55% | 17.41% |
| Sector | Industrials Stocks | 64.16% | 10.53% | 25.31% |
| Industry | Industrial Machinery Stocks | 76.78% | 7.61% | 15.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 12.69M | 10.50% | $908.04M |
| Blackrock | 10.80M | 8.94% | $772.97M |
| State farm mutual automobile insurance | 9.43M | 7.80% | $674.57M |
| State street | 5.42M | 4.49% | $387.83M |
| Fmr | 4.34M | 3.59% | $310.26M |
| Franklin resources | 2.91M | 2.41% | $208.13M |
| Boston trust walden | 2.65M | 2.21% | $178.47M |
| Geode capital management | 2.33M | 1.93% | $166.83M |
| Kayne anderson rudnick investment management | 1.88M | 1.56% | $134.83M |
| Fiduciary management inc /wi/ | 1.84M | 1.53% | $131.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mcdaniel terry | 509.24K | 3.18% | $36.44M |
| Dudley & shanley | 268.75K | 2.80% | $18.10M |
| Eagle ridge investment management | 340.58K | 2.26% | $24.37M |
| Mountain pacific investment advisers inc/id | 470.95K | 2.23% | $31.72M |
| Close asset management | 1.02M | 1.93% | $68.37M |
| Scharf investments | 916.06K | 1.83% | $61.70M |
| Boston trust walden | 2.65M | 1.25% | $178.47M |
| Fiduciary management inc /wi/ | 1.84M | 1.23% | $131.89M |
| Sprucegrove investment management | 307.73K | 1.14% | $22.02M |
| Sfe investment counsel | 79.56K | 1.14% | $5.36M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 997.87K | 0.01% | 997.87K |
| Scharf investments | 916.06K | 1.83% | 916.06K |
| Prudential financial | 454.42K | 0.05% | 270.99K |
| Dudley & shanley | 268.75K | 2.80% | 263.60K |
| Swedbank ab | 259.40K | 0.02% | 259.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 10.80M | 0.02% | -488.49K |
| Td asset management | 1.61M | 0.11% | -314.80K |
| Apg asset management | - | - | -269.80K |
| Eagle asset management | - | - | -263.73K |
| Fmr | 4.34M | 0.02% | -230.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 997.87K | 0.01% | 997.87K | $71.41M |
| Scharf investments | 916.06K | 1.83% | 916.06K | $61.70M |
| Swedbank ab | 259.40K | 0.02% | 259.40K | $17.47M |
| Los angeles capital management | 199.66K | 0.05% | 199.66K | $14.29M |
| Corebridge financial | 152.25K | 0.06% | 152.25K | $10.89M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -4.00 |
| Colonial trust advisors | -4.00 |
| Avion wealth | -8.00 |
| Cva family office | -15.00 |
| Baldwin brothers llc/ma | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 529 | 1.93% | 99,919,147 | -2.24% | 82 | 1.16% | 228 | -6.56% | 198 | 11.86% |
| Jun 30, 2024 | 509 | 0.20% | 101,800,782 | -0.63% | 84 | 1.17% | 240 | 7.14% | 173 | -4.42% |
| Mar 31, 2024 | 508 | 7.40% | 102,442,043 | -0.98% | 85 | 1.15% | 224 | 8.21% | 181 | 5.23% |
| Dec 31, 2023 | 473 | 5.11% | 103,459,747 | 1.19% | 85 | 1.20% | 207 | 8.95% | 172 | 5.52% |
| Sep 30, 2023 | 450 | -1.96% | 102,239,114 | 3.93% | 84 | 1.30% | 190 | 1.06% | 163 | -7.39% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.91M | 3.28% | 12.93K |
| Vanguard Total Stock Mkt Idx Inv | 3.78M | 3.17% | 2.83K |
| Vanguard Small Cap Index | 3.05M | 2.55% | 11.05K |
| Vanguard Small Cap Value Index Inv | 2.02M | 1.70% | -28.88K |
| Franklin Rising Dividends A | 1.94M | 1.62% | -525.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.80M | 1.51% | 4.48K |
| SPDR® S&P Dividend ETF | 1.45M | 1.21% | 475.00 |
| FullerThaler Behavioral Small-Cap Equity | 1.42M | 1.19% | 52.50K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 1.42M | 1.19% | 52.50K |
| Invesco S&P MidCap Quality ETF | 1.12M | 0.94% | -5.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 02, 2025 | Rautio Trudy A. | - | Sell | $946.40K |
| Jan 02, 2025 | OBERTON WILLARD D | - | Sell | $135.90K |
| Oct 09, 2024 | SCALF THOMAS R | President | Sell | $182.90K |
| Oct 07, 2024 | SCALF THOMAS R | President | Sell | $314.95K |
| Oct 04, 2024 | OBERTON WILLARD D | - | Sell | $198.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 10 |
| 2023 Q4 | - | 4 |
DCI Ownership FAQ
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