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 $178.5 M.
Top institutional holders include Cliff Asness and Mairs and Power.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $19.63 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, First Eagle Investment reduced exposure by 71.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.03% | Reduce -16.2% | 666,631 | $54.5 M | Q3 2025 | |
| 0.47% | Reduce -27.0% | 605,439 | $49.56 M | Q3 2025 | |
| 0.30% | Reduce -3.1% | 376,156 | $30.79 M | Q3 2025 | |
| 0.10% | Add 54.6% | 269,602 | $22.07 M | Q3 2025 | |
| 0.01% | New Buy | 37,948 | $3.11 M | Q3 2025 | |
| 0.00% | Reduce -71.5% | 3,200 | $261,920 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Donaldson Company, Inc. (DCI)
Top Guru holders include Cliff Asness ($54.5 M), Mairs and Power ($49.56 M), Mario Gabelli ($30.79 M). Collectively, tracked Gurus hold 1.96 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $19.63 M, with 2 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of DCI completely. Total sell value was $30.53 M.
Yes, 1 Gurus opened new positions in DCI, and 1 added to their existing holdings. Total buy value was $10.9 M.