Follow-The-Filings

Security

DCI

Donaldson Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new 3 exits max 0.4% (Mairs & Power Inc.)

grid → activity →
owners 15
max % 0.4%
tracked value $1.5B
qoq N 1 A 4 R 5 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Mairs & Power Inc. 2026 Q1 0.4% Reduce -0.05 pp 499,374 $42M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.03 pp 309,766 $26M hist
Kentucky Trust Co. 2026 Q2 stale 0.1% — 1,430 $128M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.06 pp 469,476 $42M hist
Jensen Investment Management Inc. 2026 Q1 0.0% Reduce -0.02 pp 23,230 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 735,765 $62M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 11,809,433 $1B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.01 pp 161,245 $14M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,355,580 $120M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 197,300 $17M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 95,125 $8M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 30,969 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 6,500 $552 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 3,200 $272 hist
Ancora Advisors LLC 2026 Q1 0.0% — 890 $76 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 6,558 $581 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 5,706 $506 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 4,382 $389 hist

15 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.43B $3.59B $3.69B
Gross profit $1.16B $1.27B $1.29B
Gross margin * 33.8% 35.5% 34.8%
Net income $358.8M $414M $367M
Net margin * 10.5% 11.5% 9.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.29B $1.44B $1.46B
Total non-current assets * $1.48B $1.48B $1.52B
Total assets $2.77B $2.91B $2.98B
Total current liabilities $756.4M $782.5M $757.2M
Total non-current liabilities * $693.4M $642.7M $766.5M
Total equity $1.32B $1.49B $1.45B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $544.5M $492.5M $418.8M
Cash from investing -$327.3M -$86.9M -$150.4M
Cash from financing -$222.2M -$355.9M -$321.7M
Net change in cash -$6.2M $45.6M -$52.3M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders