Donaldson Ownership | Who Owns Donaldson?

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Donaldson Ownership Summary

Donaldson is owned by 85.20% institutional investors, 0.73% insiders, and 14.08% retail investors. Vanguard group is the largest institutional shareholder, holding 10.61% of DCI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in Donaldson shares.

DCI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Donaldson	85.20%	0.73%	14.08%
Sector	Industrials Stocks	50.81%	11.74%	37.45%
Industry	Industrial Machinery Stocks	57.70%	9.34%	32.96%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	12.72M	10.61%	$856.51M
Blackrock funding, inc. /de	11.32M	9.44%	$762.42M
Blackrock	10.80M	8.94%	$772.97M
State farm mutual automobile insurance	9.29M	7.75%	$625.47M
State street	5.44M	4.53%	$366.21M
Fmr	3.99M	3.33%	$269.01M
Boston trust walden	2.65M	2.21%	$178.47M
Geode capital management	2.52M	2.10%	$169.80M
Fiduciary management inc /wi/	2.21M	1.84%	$148.79M
Kayne anderson rudnick investment management	1.90M	1.59%	$128.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mcdaniel terry	561.82K	3.10%	$37.84M
Dudley & shanley	268.75K	2.80%	$18.10M
Mountain pacific investment advisers inc/id	470.95K	2.23%	$31.72M
Eagle ridge investment management	341.06K	2.00%	$22.97M
Close asset management	1.02M	1.93%	$68.37M
Capital counsel llc/ny	656.96K	1.89%	$44.25M
Scharf investments	916.06K	1.83%	$61.70M
Sprucegrove investment management	307.43K	1.48%	$20.71M
Fiduciary management inc /wi/	2.21M	1.39%	$148.79M
Boston trust walden	2.65M	1.25%	$178.47M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	977.40K	0.01%	977.40K
Scharf investments	916.06K	1.83%	916.06K
Capital counsel llc/ny	656.96K	1.89%	545.46K
Blackrock funding, inc. /de	11.32M	0.02%	521.18K
Fiduciary management inc /wi/	2.21M	1.39%	367.38K

Top Sellers

Holder	Shares	% Assets	Change
Franklin resources	162.35K	0.00%	-2.82M
Blackrock	10.80M	0.02%	-488.49K
Millennium management	42.37K	0.00%	-443.91K
Apg asset management	-	-	-269.80K
Eagle asset management	-	-	-263.73K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	977.40K	0.01%	977.40K	$65.83M
Scharf investments	916.06K	1.83%	916.06K	$61.70M
Swedbank ab	259.40K	0.02%	259.40K	$17.47M
Raymond james financial	205.87K	0.01%	205.87K	$13.87M
Weiss asset management lp	182.35K	0.25%	182.35K	$12.28M

Sold Out

Holder	Change
Tfo-tdc	-4.00
Bokf, na	-4.00
Claris advisors, llc / mo /	-6.00
Avion wealth	-8.00
Baldwin brothers llc/ma	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	514	-3.75%	102,150,150	1.89%	85	1.22%	237	2.60%	176	-11.56%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.90M	3.26%	6.82K
Vanguard US Total Market Shares ETF	3.80M	3.18%	2.26K
Vanguard Total Stock Mkt Idx Inv	3.79M	3.17%	1.68K
Vanguard Small Cap Index	3.06M	2.56%	2.53K
Vanguard Small Cap Value Index Inv	2.01M	1.69%	-6.71K
Franklin Rising Dividends A	1.94M	1.62%	-525.00K
Vanguard Institutional Extnd Mkt Idx Tr	1.81M	1.52%	1.26K
FullerThaler Behavioral Small-Cap Equity	1.42M	1.19%	-
FullerThaler Behavioral Sm-Cp Eq R6	1.42M	1.19%	-
SPDR® S&P Dividend ETF	1.22M	1.02%	-3.31K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 10, 2025	Owens James	-	Sell	$1.16M
Mar 17, 2025	SCALF THOMAS R	President	Sell	$1.97M
Mar 05, 2025	OBERTON WILLARD D	-	Sell	$477.54K
Feb 28, 2025	SCALF THOMAS R	President	Sell	$2.03M
Jan 02, 2025	Rautio Trudy A.	-	Sell	$946.40K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	1
2025 Q1	-	5
2024 Q4	-	3
2024 Q3	-	7
2024 Q2	-	-

DCI Ownership FAQ

Who Owns Donaldson?

Donaldson shareholders are primarily institutional investors at 85.20%, followed by 0.73% insiders and 14.07% retail investors. The average institutional ownership in Donaldson's industry, Industrial Machinery Stocks, is 57.70%, which Donaldson exceeds.

Who owns the most shares of Donaldson?

Donaldson’s largest shareholders are Vanguard group (12.72M shares, 10.61%), Blackrock funding, inc. /de (11.32M shares, 9.44%), and Blackrock (10.8M shares, 8.94%). Together, they hold 28.99% of Donaldson’s total shares outstanding.

Does Blackrock own Donaldson?

Yes, BlackRock owns 8.94% of Donaldson, totaling 10.8M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 772.97M$. In the last quarter, BlackRock decreased its holdings by -488K shares, a -4.33% change.

Who is Donaldson’s biggest shareholder by percentage of total assets invested?

Mcdaniel terry is Donaldson’s biggest shareholder by percentage of total assets invested, with 3.10% of its assets in 561.82K Donaldson shares, valued at 37.84M$.

Who is the top mutual fund holder of Donaldson shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Donaldson shares, with 3.26% of its total shares outstanding invested in 3.9M Donaldson shares.

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