DONALDSON INC (DCI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DUDLEY & SHANLEY, INC. | $22.6M | 260,170 | 3.60% | 11q | -4.5%-$1.1M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $19.2M | 220,992 | 0.32% | 32q | -10.6%-$2.3M |
| AVITY INVESTMENT MANAGEMENT INC. | $10.9M | 125,498 | 0.68% | new | NEW |
| Great Waters Wealth Management | $2.6M | 30,219 | 0.24% | 16q | HELD |
| DIVERSIFIED MANAGEMENT INC | $1.6M | 18,922 | 0.29% | 4q | +474.6%+$1.4M |
| ARMSTRONG HENRY H ASSOCIATES INC | $1.6M | 18,795 | 0.15% | 5q | +18.4%+$253.7K |
| Versant Capital Management, Inc | $503.6K | 5,786 | 0.04% | 32q | +5.4%+$25.6K |
| GAMMA Investing LLC | $386.7K | 4,443 | 0.01% | 12q | +13.3%+$45.3K |
| EASTERN BANK | $335.1K | 3,850 | 0.01% | 9q | -1.8%-$6.1K |
| KFA Private Wealth Group, LLC | $232.2K | 2,668 | 0.05% | 5q | HELD |
| Farther Finance Advisors, LLC | $226.6K | 2,604 | 0.00% | 16q | -50.3%-$229.8K |
| Bangor Savings Bank | $132.6K | 1,524 | 0.01% | 18q | HELD |
| Bank of New Hampshire | $89.5K | 1,028 | 0.02% | 22q | -10.5%-$10.4K |
| Bullock Wealth Management Group | $48.2K | 549 | 0.02% | 11q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $25.9K | 297 | 0.01% | 5q | +58.8%+$9.6K |
| MassMutual Private Wealth & Trust, FSB | $20.3K | 233 | 0.00% | 24q | -22.6%-$5.9K |
| Wealth Enhancement Trust Services, Inc. | $12.2K | 140 | 0.00% | 4q | +79.5%+$5.4K |
| GK Wealth Management LLC | $10.4K | 120 | 0.01% | new | NEW |
| GoalVest Advisory LLC | $10.1K | 116 | 0.00% | new | NEW |
| Grove Bank & Trust | $4.4K | 50 | 0.00% | 8q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $3.5K | 40 | 0.00% | 5q | HELD |
| CoreCap Advisors, LLC | $2.4K | 27 | 0.00% | 4q | HELD |
| Marquette Asset Management, LLC | $1.6K | 18 | 0.00% | 5q | HELD |
| Planning Strategies Inc. | $609 | 7 | 0.00% | 2q | HELD |
| CX Institutional | $361 | 4,148 | 0.01% | 7q | +0.5% |
| Davis Capital Management | $174 | 2 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-04 | Carpenter Tod E. | Chairman, President and CEO | Sold | 31,968 | $2.9M |
| 2026-08-31 | Carpenter Tod E. | Chairman, President and CEO | Sold | 3,032 | $275.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $60.8M | 698,098 | 4 | 6 | 6 | 0.0% |
| Q2 2026 | 634 | $10.1B | 111,750,803 | 73 | 201 | 205 | 0.1% |
| Q1 2026 | 612 | $8.7B | 101,919,343 | 64 | 183 | 212 | 0.2% |
| Q4 2025 | 619 | $9.1B | 102,713,975 | 82 | 168 | 203 | 0.0% |
| Q3 2025 | 564 | $8.2B | 100,612,306 | 83 | 158 | 178 | 0.1% |
| Q2 2025 | 528 | $7.1B | 101,969,219 | 61 | 145 | 190 | 0.4% |
| Q1 2025 | 518 | $7.0B | 103,634,538 | 58 | 163 | 160 | 0.2% |
| Q4 2024 | 529 | $6.9B | 102,621,207 | 41 | 167 | 163 | 0.1% |
| Q3 2024 | 536 | $7.5B | 101,987,858 | 53 | 158 | 185 | 0.1% |
| Q2 2024 | 518 | $7.4B | 102,782,706 | 54 | 161 | 169 | 0.1% |
| Q1 2024 | 506 | $8.0B | 106,417,182 | 60 | 141 | 167 | 0.1% |
| Q4 2023 | 471 | $6.9B | 105,625,772 | 44 | 137 | 162 | 0.1% |
| Q3 2023 | 452 | $6.1B | 102,419,747 | 44 | 122 | 150 | 0.0% |
| Q2 2023 | 458 | $6.2B | 98,518,254 | 45 | 128 | 168 | 0.0% |
| Q1 2023 | 457 | $6.7B | 102,789,317 | 65 | 146 | 137 | 0.0% |
| Q4 2022 | 415 | $5.8B | 97,697,117 | 66 | 122 | 119 | 0.0% |
| Q3 2022 | 384 | $4.9B | 100,039,416 | 35 | 118 | 112 | 0.0% |
| Q2 2022 | 385 | $4.8B | 99,222,776 | 36 | 123 | 110 | 0.1% |
| Q1 2022 | 399 | $5.1B | 98,451,204 | 40 | 119 | 138 | 0.0% |
| Q4 2021 | 424 | $5.9B | 99,177,583 | 55 | 120 | 126 | 0.0% |
| Q3 2021 | 402 | $5.7B | 98,650,194 | 37 | 100 | 135 | 0.1% |
| Q2 2021 | 403 | $6.4B | 101,191,853 | 33 | 106 | 132 | 0.1% |
| Q1 2021 | 407 | $5.9B | 101,318,574 | 52 | 114 | 138 | 0.1% |
| Q4 2020 | 393 | $5.7B | 101,063,037 | 52 | 107 | 118 | 0.2% |
| Q3 2020 | 363 | $4.7B | 100,067,702 | 32 | 96 | 121 | 0.1% |
| Q2 2020 | 358 | $4.7B | 99,838,897 | 60 | 89 | 113 | 0.1% |
| Q1 2020 | 333 | $3.9B | 101,165,225 | 40 | 100 | 111 | 0.0% |
| Q4 2019 | 344 | $5.9B | 102,974,299 | 23 | 74 | 127 | 0.0% |
| Q3 2019 | 349 | $5.4B | 104,249,584 | 39 | 85 | 119 | 0.1% |
| Q2 2019 | 339 | $5.3B | 104,069,025 | 32 | 92 | 101 | 0.0% |
| Q1 2019 | 348 | $5.2B | 103,834,661 | 35 | 99 | 105 | 0.0% |
| Q4 2018 | 371 | $4.5B | 103,562,883 | 7 | 1 | 11 | 0.0% |