Donaldson Company Ownership | Who Owns Donaldson Company?
Donaldson Company Ownership Summary
Donaldson Company is owned by 84.27% institutional investors, 0.55% insiders, and 15.18% 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 3.17% of its assets in Donaldson Company shares.
DCI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Donaldson Company | 84.27% | 0.55% | 15.18% |
| Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
| Industry | Industrial Machinery Stocks | 75.25% | 6.55% | 18.20% |
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 | 2.80M | 2.32% | $200.47M |
| 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 |
| Mountain pacific investment advisers inc/id | 468.66K | 2.50% | $33.54M |
| Close asset management | 1.01M | 2.46% | $72.31M |
| Eagle ridge investment management | 340.58K | 2.26% | $24.37M |
| Boston trust walden | 2.80M | 1.49% | $200.47M |
| Sfe investment counsel | 83.61K | 1.33% | $5.98M |
| Fiduciary management inc /wi/ | 1.84M | 1.23% | $131.89M |
| Sprucegrove investment management | 307.73K | 1.14% | $22.02M |
| Rothschild capital partners | 54.35K | 1.11% | $3.89M |
| Values first advisors | 25.42K | 1.09% | $1.82M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 997.87K | 0.01% | 997.87K |
| Close asset management | 1.01M | 2.46% | 486.78K |
| Prudential financial | 454.42K | 0.05% | 270.99K |
| T. rowe price investment management | 399.96K | 0.02% | 249.03K |
| Arrowstreet capital, limited partnership | 313.39K | 0.02% | 238.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allspring global investments | 1.46M | 0.17% | -904.93K |
| 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 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 997.87K | 0.01% | 997.87K | $71.41M |
| Los angeles capital management | 199.66K | 0.05% | 199.66K | $14.29M |
| Corebridge financial | 152.25K | 0.06% | 152.25K | $10.89M |
| Schroder investment management group | 46.05K | 0.00% | 46.05K | $3.30M |
| Neo ivy capital management | 40.51K | 0.57% | 40.51K | $2.90M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -4.00 |
| Colonial trust advisors | -4.00 |
| Avion wealth | -8.00 |
| Spire wealth management | -12.00 |
| Hexagon capital partners | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 459 | 0.22% | 98,374,678 | 0.19% | 80 | 1.24% | 188 | -15.32% | 176 | 13.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.79M | 3.17% | 2.05K |
| Vanguard Total Stock Mkt Idx Inv | 3.79M | 3.16% | -11.53K |
| Vanguard Small Cap Index | 3.02M | 2.52% | 5.90K |
| Franklin Rising Dividends Fund A | 2.46M | 2.06% | - |
| Franklin Rising Dividends A | 2.46M | 2.06% | - |
| Vanguard Small Cap Value Index Inv | 2.04M | 1.70% | -704.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.79M | 1.50% | -48.60K |
| SPDR® S&P Dividend ETF | 1.51M | 1.26% | - |
| FullerThaler Behavioral Sm-Cp Eq R6 | 1.37M | 1.14% | - |
| FullerThaler Behavioral Small-Cap Equity | 1.37M | 1.14% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 07, 2024 | SCALF THOMAS R | President | Sell | $314.95K |
| Oct 09, 2024 | SCALF THOMAS R | President | Sell | $182.90K |
| Oct 04, 2024 | OBERTON WILLARD D | - | Sell | $198.10K |
| Sep 27, 2024 | Robinson Scott J. | Chief Financial Officer | Sell | $3.30M |
| Sep 20, 2024 | Carpenter Tod E. | Chairman, President and CEO | Sell | $1.75M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 10 |
| 2023 Q4 | - | 4 |
DCI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools