Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DONALDSON INC (DCI)

587 + 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
↑ +59
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — DCI

Based on 583 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
583 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 — +17% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

279 buying255 selling
Last quarter: 279 funds bought or added vs 255 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.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new DCI position: 58 → 64 → 83 → 108. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
367 out of 583 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.
🚀

Acceleration phase — new buyers rushing in

63 → 58 → 64 → 83 → 108 new funds/Q
New funds entering each quarter: 58 → 64 → 83 → 108. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 9% 1-2yr ■ 25% new
Of 587 current holders: 391 (67%) 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
43 of 583 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 2 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: DCI
2026 Q1 Stats Unlock in 11 days 587 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 587 532 10.34%
13F Shares 99M 99M 0.35%
Total Value $8.77B $8.07B 8.74%
New Positions 108 83 +25
Increased Positions 174 166 +8
Closed Positions 52 53 -1
Reduced Positions 216 206 +10
Total Calls 3 5 -40.0%
Total Puts 1 4 -75.0%
PUT/CALL Ratio 0.33 0.8 Bullish

Statistics: DCI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

587 + investors

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

Top 25 institutional holders of DCI — 2025 Q4 · 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 Birchwood Financial Partners, Inc. 3.25% 39,685 $3.4M
4 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2.63% 181,180 $15.4M
5 SG Capital Management LLC 1.65% 292,111 $24.8M
6 Boston Trust Walden Corp 1.33% 1,900,416 $161.3M
7 Ballast Asset Management, LP 1.33% 35,107 $3.0M
8 Values First Advisors, Inc. 1.11% 25,197 $2.1M
9 GENEVA CAPITAL MANAGEMENT LLC 1.09% 604,371 $51.3M
10 Aurora Investment Counsel 0.95% 20,254 $1.7M
11 Arjuna Capital 0.90% 41,600 $3.5M
12 SFE Investment Counsel 0.88% 65,783 $5.6M
13 Radnor Capital Management, LLC 0.87% 69,290 $5.9M
14 Palisade Asset Management, LLC 0.73% 85,114 $7.2M
15 HARVEY INVESTMENT CO LLC 0.63% 67,984 $6K
16 Arbejdsmarkedets Tillaegspension 0.62% 293,587 $24.9M
17 EADS & HEALD WEALTH MANAGEMENT 0.61% 14,418 $1.2M
18 Carnegie Investment Counsel 0.58% 363,710 $29.6M
19 HEARTLAND ADVISORS INC 0.57% 132,607 $11.3M
20 Marks Group Wealth Management, Inc 0.48% 58,792 $5.0M
21 SEIZERT CAPITAL PARTNERS, LLC 0.48% 122,691 $10.4M
22 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.45% 1,615,349 $137.1M
23 Sylvest Advisors, LLC 0.41% 9,192 $780K
24 Hardworking Capital Advisors, LLC 0.37% 4,607 $391K
25 PERKINS CAPITAL MANAGEMENT INC 0.37% 4,600 $390K
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 52% buying: Last quarter: 279 funds bought or added vs 255 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 — 43% AUM from top-100 funds: 43 of 583 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?

63% of holders stayed for 2+ years: 367 out of 583 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.