Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Donaldson Inc (DCI)

613 + 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
↑ +15
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — DCI

Based on 621 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DCI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
621 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 — +19% more funds vs a year ago

fund count last 6Q
+99 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

295 buying279 selling
Last quarter: 295 funds bought or added vs 279 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~78 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 86 → 111 → 73 → 78. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
386 out of 621 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.
📊

Peak discovery — momentum slowing

68 → 86 → 111 → 73 → 78 new funds/Q
New funds entering each quarter: 86 → 111 → 73 → 78. DCI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 627 holders: 424 (68%) are 2+ year veterans, 62 entered 1–2 years ago, and 141 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
60 of 620 holders are among the 100 largest funds by AUM, controlling 57% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 295 hedge funds were net buyers of DCI (78 opened a new position, 217 added to an existing one), while 279 reduced or exited (216 trimmed, 63 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 57% of total institutional value in DCI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 621.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: DCI
613 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 613 606 1.16%
13F Shares 104M 102M 2.03%
Total Value $9.18B $8.44B 8.65%
New Positions 73 73 -
Increased Positions 212 193 +19
Closed Positions 65 78 -13
Reduced Positions 215 221 -6
Total Calls 4 6 -33.33%
Total Puts 3 6 -50.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: DCI

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Institutional Holders (2026 Q2)

613 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mcdaniel Terry & Co 3.88% 553,427 $49.7M
2 Dudley & Shanley, INC. 3.69% 272,330 $24.4M
3 Capital Counsel LLC/Ny 3.35% 955,398 $85.8M
4 Birchwood Financial Partners, Inc. 2.90% 39,469 $3.5M
5 Mountain Pacific Investment Advisers LLC 2.48% 175,444 $15.7M
6 Fiduciary Management Inc /Wi/ 1.63% 1,279,144 $114.8M
7 Boston Trust Walden Corp 1.26% 1,846,607 $165.8M
8 Ballast Asset Management, LP 1.24% 34,761 $3.1M
9 Semanteon Capital Management, LP 1.10% 2,706 $243K
10 Geneva Capital Management LLC 0.97% 473,544 $42.5M
11 Ceredex Value Advisors LLC 0.94% 373,600 $33.5M
12 Radnor Capital Management, LLC 0.91% 72,000 $6.5M
13 Arjuna Capital 0.83% 41,176 $3.7M
14 Deprince Race & Zollo Inc 0.80% 530,933 $47.7M
15 Rothschild Capital Partners, LLC 0.79% 41,137 $3.7M
16 SFE Investment Counsel 0.79% 64,958 $5.8M
17 Kayne Anderson Rudnick Investment Management LLC 0.78% 2,782,815 $249.8M
18 ICW Investment Advisors LLC 0.76% 24,195 $2.2M
19 Palisade Asset Management, LLC 0.70% 84,599 $7.6M
20 Arbejdsmarkedets Tillaegspension 0.63% 321,400 $28.9M
21 Carnegie Investment Counsel 0.62% 358,083 $30.9M
22 Eads & Heald Wealth Management 0.61% 13,820 $1.2M
23 Fuller & Thaler Asset Management, INC. 0.56% 2,298,083 $206.3M
24 Sprucegrove Investment Management Ltd 0.56% 40,004 $3.6M
25 State Farm Mutual Automobile Insurance Co 0.56% 9,142,617 $820.7M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DCI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DCI?

Slight buying edge — 51% buying: Last quarter: 295 funds bought or added vs 279 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DCI holders?

Elite ownership — 57% AUM from top-100 funds: 60 of 620 holders are among the 100 largest funds by AUM, controlling 57% 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: 386 out of 621 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.

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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