DCI Institutional Ownership
Donaldson Company, Inc.
1W: -2.5%
1M: -2.4%
3M: -7.4%
YTD: -4.1%
1Y: +3.9%
3Y: +52.4%
5Y: +54.9%
$85.40
-0.11 (-0.13%)
Weekly Expected Move ±2.7%
$80
$83
$85
$87
$89
Credit Risk of going bust: lower than 85% of companies Debt: 12.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.70 (down 99.2%), Donaldson Company, Inc. would be worth roughly what it owes.
Total debt $1.38B against a stock market value of $9.89B.
Distance to default 11.17 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $684.8M (short-term plus half of long-term), stock volatility 26.2%; Altman Z 5.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.70 (down 99.2%), Donaldson Company, Inc. would be worth roughly what it owes.
Total debt $1.38B against a stock market value of $9.89B.
Distance to default 11.17 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $684.8M (short-term plus half of long-term), stock volatility 26.2%; Altman Z 5.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — DCI
686
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$9B
Total Invested
77
New Positions
217
Increased
276
Reduced
54
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (738 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,941,762 | $1.0B | +724,694 | +6.5% | 8Q | SEC ↗ |
| 2 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 9,142,617 | $781M | — | +0.0% | 26Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,523,217 | $557M | +5,068 | +0.1% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5,249,585 | $448M | +66,251 | +1.3% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 5,031,135 | $430M | +262,227 | +5.5% | 46Q | SEC ↗ |
| 6 | FMR LLC | 3,932,243 | $336M | +103,238 | +2.7% | 59Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3,120,304 | $266M | -211,570 | -6.3% | 92Q | SEC ↗ |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 2,782,815 | $238M | -141,379 | -4.8% | 98Q | SEC ↗ |
| 9 | MORGAN STANLEY | 2,505,649 | $214M | +96,084 | +4.0% | 60Q | SEC ↗ |
| 10 | Pictet Asset Management Holding SA | 2,305,723 | $197M | +504,242 | +28.0% | 12Q | SEC ↗ |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 2,298,083 | $196M | +186,470 | +8.8% | 42Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2,041,534 | $174M | +52,746 | +2.7% | 102Q | SEC ↗ |
| 13 | Invesco Ltd. | 1,910,328 | $163M | -383,178 | -16.7% | 87Q | SEC ↗ |
| 14 | Boston Trust Walden Corp | 1,846,607 | $158M | -53,809 | -2.8% | 54Q | SEC ↗ |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,635,889 | $140M | +973,531 | +147.0% | 2Q | SEC ↗ |
| 16 | FIDUCIARY MANAGEMENT INC /WI | 1,279,144 | $109M | -147,283 | -10.3% | 30Q | SEC ↗ |
| 17 | AMERICAN CENTURY COMPANIES INC | 1,267,162 | $108M | -386,692 | -23.4% | 15Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 1,163,233 | $99M | +6,760 | +0.6% | 110Q | SEC ↗ |
| 19 | FIRST TRUST ADVISORS LP | 1,084,103 | $93M | +51,805 | +5.0% | 53Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 1,064,301 | $91M | -158,403 | -13.0% | 76Q | SEC ↗ |
| 21 | NORGES BANK NEW | 1,050,604 | $90M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Allspring Global Investments Holdings, | 978,829 | $84M | +80,440 | +9.0% | 19Q | SEC ↗ |
| 23 | CAPITAL COUNSEL LLC/NY | 955,398 | $82M | +3,294 | +0.3% | 8Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 865,465 | $74M | +204,000 | +30.8% | 68Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 821,884 | $70M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 821,884 | $70M | +5,151 | +0.6% | 15Q | SEC ↗ |
| 27 | UBS Group AG | 769,822 | $66M | +161,646 | +26.6% | 47Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO | 732,217 | $63M | +15,983 | +2.2% | 2Q | SEC ↗ |
| 29 | AQR CAPITAL MANAGEMENT LLC | 673,621 | $58M | -62,144 | -8.4% | 31Q | SEC ↗ |
| 30 | Boston Partners NEW | 671,952 | $57M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Quantinno Capital Management LP | 665,883 | $57M | +157,271 | +30.9% | 19Q | SEC ↗ |
| 32 | TrinityBridge Ltd | 659,335 | $56M | -38,593 | -5.5% | 11Q | SEC ↗ |
| 33 | Gotham Asset Management, LLC | 657,057 | $56M | +347,291 | +112.1% | 18Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 657,026 | $56M | +60,279 | +10.1% | 101Q | SEC ↗ |
| 35 | GABELLI FUNDS LLC | 648,500 | $55M | -5,000 | -0.8% | 66Q | SEC ↗ |
| 36 | TD Asset Management Inc | 580,330 | $50M | -106,278 | -15.5% | 35Q | SEC ↗ |
| 37 | Point72 Asset Management, L.P. | 574,313 | $49M | +413,068 | +256.2% | 3Q | SEC ↗ |
| 38 | Epoch Investment Partners, Inc. | 554,772 | $47M | -66,242 | -10.7% | 31Q | SEC ↗ |
| 39 | MCDANIEL TERRY & CO | 553,427 | $47M | +16 | +0.0% | 72Q | SEC ↗ |
| 40 | VICTORY CAPITAL MANAGEMENT INC | 548,632 | $47M | -142,349 | -20.6% | 40Q | SEC ↗ |
| 41 | Swedbank AB | 534,400 | $46M | — | +0.0% | 7Q | SEC ↗ |
| 42 | DEPRINCE RACE & ZOLLO INC NEW | 530,933 | $45M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Qube Research & Technologies Ltd NEW | 524,837 | $45M | — | +0.0% | 1Q | SEC ↗ |
| 44 | BANK OF AMERICA CORP /DE | 520,056 | $44M | +77,876 | +17.6% | 15Q | SEC ↗ |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 488,676 | $42M | +18,528 | +3.9% | 14Q | SEC ↗ |
| 46 | GENEVA CAPITAL MANAGEMENT LLC | 473,544 | $40M | -130,827 | -21.6% | 26Q | SEC ↗ |
| 47 | MAIRS & POWER INC | 463,717 | $40M | -35,657 | -7.1% | 108Q | SEC ↗ |
| 48 | Jupiter Topco LLC NEW | 456,677 | $39M | — | +0.0% | 1Q | SEC ↗ |
| 49 | JANUS HENDERSON GROUP PLC | 449,931 | $38M | -418 | -0.1% | 46Q | SEC ↗ |
| 50 | CITADEL ADVISORS LLC | 403,275 | $34M | +205,975 | +104.4% | 67Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,050,604 | $90M |
| Sixth Street Partners Management Co | 821,884 | $70M |
| Boston Partners | 671,952 | $57M |
| DEPRINCE RACE & ZOLLO INC | 530,933 | $45M |
| Qube Research & Technologies Ltd | 524,837 | $45M |
| Jupiter Topco LLC | 456,677 | $39M |
| MARSHALL WACE, LLP | 247,030 | $21M |
| Oribel Capital Management, LP | 176,900 | $15M |
| Trexquant Investment LP | 120,044 | $10M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 94,808 | $8M |
| Balyasny Asset Management L.P. | 84,672 | $7M |
| Concentric Capital Strategies, LP | 58,875 | $5M |
| AXQ CAPITAL, LP | 37,402 | $3M |
| Jump Financial, LLC | 34,451 | $3M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 19,560 | $2M |
| USS Investment Management Ltd | 19,300 | $2M |
| EntryPoint Capital, LLC | 18,645 | $2M |
| Aster Capital Management (DIFC) Ltd | 16,404 | $1M |
| Bridgewater Associates, LP | 15,085 | $1M |
| Engineers Gate Manager LP | 14,280 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SG Capital Management LLC | 292,111 | $25M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 103,969 | $9M |
| DANSKE BANK A/S | 102,857 | $9M |
| BI Asset Management Fondsmaeglersel | 78,124 | $7M |
| Gallo Partners, LP | 59,871 | $5M |
| Zurich Insurance Group Ltd/FI | 43,251 | $4M |
| Aquatic Capital Management LLC | 42,688 | $4M |
| Allianz Asset Management GmbH | 36,754 | $3M |
| Atom Investors LP | 36,613 | $3M |
| Weiss Asset Management LP | 32,724 | $3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 25,742 | $2M |
| Elo Mutual Pension Insurance Co | 22,210 | $2M |
| PFA Pension, Forsikringsaktieselska | 20,252 | $2M |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. | 19,800 | $2M |
| Graham Capital Management, L.P. | 18,628 | $2M |
| Formidable Asset Management, LLC | 18,554 | $2M |
| Sumitomo Mitsui Trust Group, Inc. | 17,545 | $1M |
| Artemis Investment Management LLP | 16,846 | $1M |
| Genus Capital Management Inc. | 15,840 | $1M |
| Jackson Creek Investment Advisors L | 15,180 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | +973,531 | +147.0% | 1,635,889 |
| BlackRock, Inc. | +724,694 | +6.5% | 11,941,762 |
| Pictet Asset Management Holding SA | +504,242 | +28.0% | 2,305,723 |
| Point72 Asset Management, L.P. | +413,068 | +256.2% | 574,313 |
| Gotham Asset Management, LLC | +347,291 | +112.1% | 657,057 |
| STATE STREET CORP | +262,227 | +5.5% | 5,031,135 |
| CITADEL ADVISORS LLC | +205,975 | +104.4% | 403,275 |
| JPMORGAN CHASE & CO | +204,000 | +30.8% | 865,465 |
| FULLER & THALER ASSET MANAGEMENT, I | +186,470 | +8.8% | 2,298,083 |
| MetLife Investment Management, LLC | +178,237 | +314.2% | 234,967 |
| UBS Group AG | +161,646 | +26.6% | 769,822 |
| Quantinno Capital Management LP | +157,271 | +30.9% | 665,883 |
| Ceredex Value Advisors LLC | +144,050 | +62.8% | 373,600 |
| GOLDMAN SACHS GROUP INC | +120,189 | +43.2% | 398,318 |
| CITIGROUP INC | +115,485 | +344.7% | 148,989 |
| FMR LLC | +103,238 | +2.7% | 3,932,243 |
| MORGAN STANLEY | +96,084 | +4.0% | 2,505,649 |
| Schonfeld Strategic Advisors LLC | +85,939 | +1888.8% | 90,489 |
| Allspring Global Investments Holdin | +80,440 | +9.0% | 978,829 |
| BANK OF AMERICA CORP /DE | +77,876 | +17.6% | 520,056 |