Guru Ownership Trend
Guru Analysis for Donaldson Company, Inc. (DCI)
Donaldson Company, Inc. (DCI), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $208.04 M.
Top institutional holders include Cliff Asness and Mairs and Power.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.18 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 54.6%. Conversely, Ray Dalio reduced exposure by 82.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Donaldson Company, Inc. (DCI)
Major holders include Cliff Asness ($54.5 M), Mairs and Power ($49.56 M), Mario Gabelli ($30.96 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.9 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.18 M, with 0 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited DCI. The total reported sell value was $5.18 M.
No tracked managers opened new positions or increased their holdings in DCI during the most recent reporting period.
