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All holdings

Donaldson

DCI

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$43.1m
Combined value at quarter end
Last quarter
0 bought
2 sold or trimmed
Price at Q2 ’26 end
$89.77
+5.8% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+3.0%Q3 ’24
-8.6%Q4 ’24
-0.4%Q1 ’25
+3.4%Q2 ’25
+18.0%Q3 ’25
+8.3%Q4 ’25
-4.3%Q1 ’26
+5.8%Q2 ’26
Q3 ’24: +3.0%; Q4 ’24: -8.6%; Q1 ’25: -0.4%; Q2 ’25: +3.4%; Q3 ’25: +18.0%; Q4 ’25: +8.3%; Q1 ’26: -4.3%; Q2 ’26: +5.8%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
3Q1 ’24
3Q2 ’24
3Q3 ’24
3Q4 ’24
3Q1 ’25
3Q2 ’25
3Q3 ’25
3Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 3; Q2 ’24: 3; Q3 ’24: 3; Q4 ’24: 3; Q1 ’25: 3; Q2 ’25: 3; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Donaldson.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Donaldson
Mairs & Power0.4%$41.6m$41.6mTrimmed -7.1%53 qtrs
Jensen Investment Management0.0%$1.2m$1.2mTrimmed -42%28 qtrs
First Eagle Investment Management0.0%$287k$287kUnchanged17 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Donaldson
Bought or soldFiling
4 Sep 2026Carpenter Tod E.Chairman, President and CEO▼ Sold31,968$91.10$2.9mForm 4
31 Aug 2026Carpenter Tod E.Chairman, President and CEO▼ Sold3,032$91.00$276kForm 4

About the company

Sector
Industrials · Industrial & Commercial Fans & Blowers & Air Purifing Equip
Incorporated in
Delaware
Financial year ends
31 July
Shares outstanding
116m at 11 Sep 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

Jul ’14
$2.2bnJul ’16
$2.7bnJul ’18
Jul ’20
Jul ’22
Jul ’24
Jul ’26
Jul ’13: not held; Jul ’14: not held; Jul ’15: not held; Jul ’16: $2.2bn; Jul ’17: $2.4bn; Jul ’18: $2.7bn; Jul ’19: $2.8bn; Jul ’20: not held; Jul ’21: not held; Jul ’22: not held; Jul ’23: not held; Jul ’24: not held; Jul ’25: not held; Jul ’26: not held
Donaldson revenue and net income by year
YearRevenueNet income
Year to Jul 2026–$454m
Year to Jul 2025–$367m
Year to Jul 2024–$414m
Year to Jul 2023–$359m
Year to Jul 2022–$333m
Year to Jul 2021–$287m
Year to Jul 2020–$257m
Year to Jul 2019$2.8bn$267m
Year to Jul 2018$2.7bn$180m
Year to Jul 2017$2.4bn$233m
Year to Jul 2016$2.2bn$191m
Year to Jul 2015–$208m
Year to Jul 2014–$260m
Year to Jul 2013–$247m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.