§ MACHINERY
USD · MachineryDCI
DONALDSON CO INC
USDSector · MachineryBeta · 1.06
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
300 increased/new, 224 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 26.1 | P/B | 5.77 |
| EPS (TTM) | 3.20 | Dividend | 1.43% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 11.2M | 0.0% | +3% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 9.1M | 0.6% | ±0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.5M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2M | n/a | n/a |
| State Street | 4.8M | 0.0% | −2% |
| Fidelity Management | 3.8M | 0.0% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for DCI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER6.5% · 0 holders
OTHER33.9% · 467 holders
PASSIVE / INDEX17.8% · 10 holders
QUALITY / COMPOUNDER16.9% · 30 holders
DEALER / BANK11.8% · 51 holders
INCOME / DEFENSIVE9.9% · 34 holders
DEEP VALUE1.8% · 2 holders
SYSTEMATIC / QUANT1.0% · 11 holders
TACTICAL / MACRO0.3% · 2 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DCI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DCI yet.