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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $162.41 M.
Top institutional holders include Cliff Asness and Mairs and Power.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $40,056.35 net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 307.2%. Conversely, Mario Gabelli reduced exposure by 21.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Donaldson Company, Inc. (DCI)
Major holders include Cliff Asness ($61.67 M), Mairs and Power ($42.38 M), Joel Greenblatt ($26.29 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.98 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $40,056.35, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited DCI. The total reported sell value was $13.51 M.
Yes, 0 managers opened new positions in DCI, and 2 increased their existing holdings. The total reported buy value was $13.47 M.
