Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Donaldson Inc (DCI)

600 + Investors. Track Smart Money conviction in DCI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — DCI

Based on 603 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DCI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
603 hedge funds hold DCI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

266 buying299 selling
Last quarter: 299 funds reduced or exited vs 266 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-39 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 66 → 85 → 111 → 72. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 20% new
373 out of 603 hedge funds have held DCI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

60 → 66 → 85 → 111 → 72 new funds/Q
New funds entering each quarter: 66 → 85 → 111 → 72. A growing number of institutions are discovering DCI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 9% 1-2yr ■ 25% new
Of 614 current holders: 404 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
55 of 603 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in DCI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DCI

In 2026 Q1, 266 hedge funds were net buyers of DCI (72 opened a new position, 194 added to an existing one), while 299 reduced or exited (221 trimmed, 78 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 43% of total institutional value in DCI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 603.

Hedge Fund Ownership: DCI

How many hedge funds hold DCI — quarterly history vs. share price
Quarterly hedge fund ownership of DCI vs. share price

Market Analysis: DCI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DCI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Donaldson Inc (DCI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DCI has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
DCI
+0.8%
XLI
+10.5%

DCI outperformed XLI by -9.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DCI
+4.4%
XLI
+4.2%

Since the filing became public, DCI outperformed XLI by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: DCI
600 + Investors

Track Smart Money conviction in DCI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 600 609 -1.48%
13F Shares 101M 100M 0.72%
Total Value $8.37B $8.86B -5.49%
New Positions 70 111 -41
Increased Positions 193 177 +16
Closed Positions 79 51 +28
Reduced Positions 219 212 +7
Total Calls 6 3 100.0%
Total Puts 6 1 500.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: DCI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

600 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DCI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DCI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mcdaniel Terry & Co 3.99% 553,411 $47.0M
2 Dudley & Shanley, INC. 3.75% 270,405 $22.9M
3 Capital Counsel LLC/Ny 3.44% 952,104 $80.8M
4 Birchwood Financial Partners, Inc. 3.25% 39,685 $3.4M
5 Mountain Pacific Investment Advisers LLC 2.63% 181,180 $15.4M
6 SG Capital Management LLC 1.65% 292,111 $24.8M
7 Fiduciary Management Inc /Wi/ 1.50% 1,426,427 $121.1M
8 Boston Trust Walden Corp 1.33% 1,900,416 $161.3M
9 Ballast Asset Management, LP 1.33% 35,107 $3.0M
10 Values First Advisors, Inc. 1.11% 25,197 $2.1M
11 Geneva Capital Management LLC 1.09% 604,371 $51.3M
12 Sprucegrove Investment Management Ltd 0.99% 72,604 $6.2M
13 Aurora Investment Counsel 0.95% 20,254 $1.7M
14 Arjuna Capital 0.90% 41,600 $3.5M
15 SFE Investment Counsel 0.88% 65,783 $5.6M
16 Radnor Capital Management, LLC 0.87% 69,290 $5.9M
17 Rothschild Capital Partners, LLC 0.86% 41,137 $3.5M
18 ICW Investment Advisors LLC 0.75% 24,323 $2.1M
19 Kayne Anderson Rudnick Investment Management LLC 0.73% 2,924,194 $248.2M
20 Palisade Asset Management, LLC 0.73% 85,114 $7.2M
21 First Nebraska Trust Co 0.64% 81,512 $6.9M
22 Arbejdsmarkedets Tillaegspension 0.62% 293,587 $24.9M
23 Ceredex Value Advisors LLC 0.61% 229,550 $19.5M
24 State Farm Mutual Automobile Insurance Co 0.61% 9,142,617 $775.9M
25 Eads & Heald Wealth Management 0.61% 14,418 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Donaldson Inc (DCI)

What does the Smart Money Trend signal show for DCI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DCI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DCI?

More sellers than buyers — 47% buying: Last quarter: 299 funds reduced or exited vs 266 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DCI holders?

Elite ownership — 43% AUM from top-100 funds: 55 of 603 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in DCI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DCI?

62% of holders stayed for 2+ years: 373 out of 603 hedge funds have held DCI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Donaldson Inc (DCI) following the 2026 Q1 hedge fund 13F filings?

As of today, DCI has moved +4.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), DCI has gained +0.8% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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