DCINYSEIndustrial & Commercial Fans & Blowers & Air Purifing EquipFiscal year ends July 31
DONALDSON Co INC
Financials through Q4 FY2026, quarter ended Jul 31, 2026Last filing: 10-K on Sep 25, 2026
$87.32−0.65 (-0.74%)
Close on Oct 19, 2026
- Market cap
- $10.30B
- P/E (TTM)
- 22.7
- Dividend yield
- 1.40%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.7%
105M of 116M shares
Institutional holders
629
78 new, 54 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $8.58M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6,535,093 | 5.64% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 6,064,424 | 5.23% | 13G (passive) | Mar 31, 2026 |
| and State Farm Mutual Automobile Insurance Company | 6,054,000 | 5.04% | 13G (passive) amendment | Feb 12, 2024 |
| BlackRock, Inc. | 10,954,890 | 9.10% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DCI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,941,762 | 10.30% | $1.07B | +724,694 | 0.02% |
| State Farm Mutual Automobile Insurance Co | 9,142,617 | 7.89% | $820.73M | – | 0.56% |
| Vanguard Portfolio Management LLC | 6,523,217 | 5.63% | $585.59M | +5,068 | 0.03% |
| Vanguard Capital Management LLC | 5,249,585 | 4.53% | $471.26M | +66,251 | 0.01% |
| State Street Corp | 5,031,135 | 4.34% | $451.64M | +262,227 | 0.01% |
| FMR LLC | 3,932,243 | 3.39% | $353.00M | +103,238 | 0.02% |
| Geode Capital Management, LLC | 3,120,304 | 2.69% | $280.16M | −211,570 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 2,782,815 | 2.40% | $249.81M | −141,379 | 0.78% |
| Morgan Stanley | 2,505,649 | 2.16% | $224.93M | +96,084 | 0.01% |
| Pictet Asset Management Holding SA | 2,305,723 | 1.99% | $206.97M | +504,242 | 0.20% |
| Fuller & Thaler Asset Management, Inc. | 2,298,083 | 1.98% | $206.30M | +186,470 | 0.56% |
| Dimensional Fund Advisors LP | 2,041,534 | 1.76% | $183.25M | +52,746 | 0.03% |
| Invesco Ltd. | 1,910,328 | 1.65% | $171.49M | −383,178 | 0.01% |
| Boston Trust Walden Corp | 1,846,607 | 1.59% | $165.77M | −53,809 | 1.26% |
| Massachusetts Financial Services Co /Ma/ | 1,635,889 | 1.41% | $150.26M | +973,531 | 0.05% |
| Fiduciary Management Inc /Wi/ | 1,279,144 | 1.10% | $114.83M | −147,283 | 1.63% |
| American Century Companies Inc | 1,267,162 | 1.09% | $113.75M | −386,692 | 0.05% |
| Northern Trust Corp | 1,163,233 | 1.00% | $104.42M | +6,760 | 0.01% |
| First Trust Advisors LP | 1,084,103 | 0.94% | $97.32M | +51,805 | 0.06% |
| Bank of New York Mellon Corp | 1,064,301 | 0.92% | $95.54M | −158,403 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 629 | 105M | 90.7% | 78 / 217 | 219 / 54 | 11M | 7M |
| Q1 2026 | 611 | 101M | 87.3% | 71 / 196 | 226 / 70 | 21M | 10M |
| Q4 2025 | 620 | 103M | 88.7% | 106 / 179 | 219 / 42 | 10M | 8M |
| Q3 2025 | 563 | 101M | 86.8% | 87 / 174 | 191 / 46 | 5M | 7M |
| Q2 2025 | 527 | 103M | 88.5% | 63 / 158 | 200 / 52 | 4M | 5M |
| Q1 2025 | 519 | 104M | 89.5% | 62 / 180 | 176 / 62 | 8M | 5M |
| Q4 2024 | 527 | 103M | 88.5% | 66 / 180 | 179 / 70 | 8M | 7M |
| Q3 2024 | 535 | 102M | 87.9% | 58 / 173 | 203 / 35 | 14M | 4M |
| Q2 2024 | 517 | 103M | 88.6% | 58 / 186 | 178 / 40 | 5M | 8M |
| Q1 2024 | 503 | 106M | 91.9% | 68 / 158 | 179 / 32 | 6M | 5M |
| Q4 2023 | 471 | 106M | 91.1% | 57 / 149 | 174 / 31 | 9M | 5M |
| Q3 2023 | 452 | 102M | 88.3% | 50 / 143 | 165 / 50 | 7M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DCI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,963,369 | 3.42% | $355.79M | 0.29% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,679,844 | 3.17% | $330.34M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,655,281 | 2.29% | $238.36M | 0.13% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 2,188,402 | 1.89% | $196.45M | 1.55% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,682,525 | 1.45% | $151.04M | 0.22% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,327,163 | 1.14% | $119.14M | 0.12% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 1,138,652 | 0.98% | $102.22M | 0.48% | Jun 30, 2026 |
| Invesco S&P MidCap Momentum ETF | 941,981 | 0.81% | $88.77M | 1.24% | Jul 31, 2026 |
| Fidelity Growth and Income Portfolio | 806,112 | 0.70% | $75.97M | 0.51% | Jul 31, 2026 |
| Allspring Special Mid Cap Value Fund | 784,800 | 0.68% | $70.45M | 0.52% | Jun 30, 2026 |
| Ultra Fund | 779,000 | 0.67% | $73.41M | 0.28% | Jul 31, 2026 |
| Invesco S&P MidCap Quality ETF | 699,251 | 0.60% | $65.90M | 1.21% | Jul 31, 2026 |
| MFS Mid Cap Growth Fund | 674,881 | 0.58% | $55.25M | 0.40% | May 31, 2026 |
| FMI Common Stock Fund | 665,000 | 0.57% | $59.70M | 3.14% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 655,274 | 0.57% | $61.75M | 0.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Tod E. Carpenter | Chairman, President and CEO, Director | 330,047 | 0.28% | Sep 28, 2026 |
| Amy C. Becker | Chief Legal Officer | 62,195 | 0.05% | Sep 28, 2026 |
| Richard Brent Lewis | President | 51,661 | 0.04% | Sep 28, 2026 |
| Bart C. Driesen | President | 14,577 | 0.01% | Sep 28, 2026 |
| Bradley J. Pogalz | Chief Financial Officer | 3,481 | 0.00% | Aug 28, 2026 |
| Guillermo Briseno | President | 41,267 | 0.04% | Mar 27, 2026 |
| Darcy J. DeVincke | Chief Human Resources Officer | 3,863 | 0.00% | Oct 3, 2025 |
| Andrew J. Cebulla | Corporate Controller | 1,931 | 0.00% | Oct 3, 2025 |
| Andrew C. Dahlgren | President | 19,956 | 0.02% | Sep 2, 2025 |
| Thomas R. Scalf | President | 56,937 | 0.05% | Mar 18, 2025 |
| Jacinth C. Smiley | Director | 8,243 | 0.01% | Jul 7, 2026 |
| Trudy A. Rautio | Director | 28,106 | 0.02% | Jul 7, 2026 |
| Christopher M. Hilger | Director | 16,244 | 0.01% | Jul 7, 2026 |
| James Owens | Director | 22,913 | 0.02% | Jul 7, 2026 |
| Douglas A. Milroy | Director | 15,065 | 0.01% | Jan 6, 2026 |
| Pilar Cruz | Director | 16,747 | 0.01% | Jan 6, 2026 |
| Richard M. Olson | Director | 6,090 | 0.01% | Jan 6, 2026 |
| Ajita G. Rajendra | Director | 44,997 | 0.04% | Jan 6, 2026 |
| Daniel P. Shine | Director | 1,000 | 0.00% | Jan 6, 2026 |
| Willard D. Oberton | Director | 29,834 | 0.03% | Jul 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard Brent Lewis President | Sep 24, 2026 | Tax withholding | −149 | $86.60 | $12.90K | 50,817 |
| Richard Brent Lewis President | Sep 24, 2026 | Award | +6,340 | – | – | 50,966 |
| Tod E. Carpenter Chairman, President and CEO, Director | Sep 24, 2026 | Tax withholding | −18,761 | $86.60 | $1.62M | 318,069 |
| Tod E. Carpenter Chairman, President and CEO, Director | Sep 24, 2026 | Award | +38,131 | – | – | 336,830 |
| Amy C. Becker Chief Legal Officer | Sep 24, 2026 | Award | +5,983 | – | – | 53,447 |
| Amy C. Becker Chief Legal Officer | Sep 24, 2026 | Tax withholding | −2,944 | $86.60 | $254.95K | 50,503 |
| Bart C. Driesen President | Sep 24, 2026 | Award | +4,465 | – | – | 14,577 |
| Bart C. Driesen President | Sep 24, 2026 | Tax withholding | −2,661 | $86.60 | $230.44K | 11,916 |
| Tod E. Carpenter Chairman, President and CEO, Director | Sep 4, 2026 | Sale | −31,968 | $91.10 | $2.91M | 298,699 |
| Tod E. Carpenter Chairman, President and CEO, Director | Sep 4, 2026 | Option exercise | +31,968 | $42.72 | $1.37M | 330,667 |
| Tod E. Carpenter Chairman, President and CEO, Director | Aug 31, 2026 | Sale | −3,032 | $91.00 | $275.91K | 298,699 |
| Tod E. Carpenter Chairman, President and CEO, Director | Aug 31, 2026 | Option exercise | +3,032 | $42.72 | $129.53K | 301,731 |
| Bradley J. Pogalz Chief Financial Officer | Aug 27, 2026 | Option exercise | +3,000 | $42.72 | $128.16K | 3,434 |
| Bradley J. Pogalz Chief Financial Officer | Aug 27, 2026 | Tax withholding | −2,129 | $91.84 | $195.53K | 1,305 |
| Jacinth C. Smiley Director | Jul 3, 2026 | Award | +267 | $89.09 | $23.79K | 8,243 |
| James Owens Director | Jul 3, 2026 | Award | +267 | $89.09 | $23.79K | 22,913 |
| Christopher M. Hilger Director | Jul 3, 2026 | Award | +400 | $89.09 | $35.64K | 16,244 |
| Trudy A. Rautio Director | Jul 3, 2026 | Award | +334 | $89.09 | $29.76K | 28,106 |
| James Owens Director | Apr 14, 2026 | Option exercise | +6,600 | $48.96 | $323.14K | 29,165 |
| James Owens Director | Apr 14, 2026 | Sale | −7,153 | $89.21 | $638.12K | 22,565 |
| James Owens Director | Apr 14, 2026 | Option exercise | +7,153 | $42.26 | $302.29K | 29,718 |
| James Owens Director | Apr 14, 2026 | Sale | −6,600 | $89.21 | $588.79K | 22,565 |
| James Owens Director | Apr 13, 2026 | Sale | −5,921 | $89.02 | $527.09K | 22,565 |
| James Owens Director | Apr 13, 2026 | Option exercise | +5,921 | $42.26 | $250.22K | 28,486 |
| James Owens Director | Apr 10, 2026 | Sale | −126 | $88.82 | $11.19K | 22,565 |
| James Owens Director | Apr 10, 2026 | Option exercise | +126 | $42.26 | $5.32K | 22,691 |
| James Owens Director | Apr 3, 2026 | Award | +279 | $85.23 | $23.78K | 22,565 |
| Christopher M. Hilger Director | Apr 3, 2026 | Award | +418 | $85.23 | $35.63K | 15,799 |
| Jacinth C. Smiley Director | Apr 3, 2026 | Award | +279 | $85.23 | $23.78K | 7,948 |
| Trudy A. Rautio Director | Apr 3, 2026 | Award | +349 | $85.23 | $29.75K | 27,673 |
| Guillermo Briseno President | Mar 26, 2026 | Option exercise | +12,000 | $42.72 | $512.64K | 41,267 |
| Guillermo Briseno President | Mar 26, 2026 | Sale | −12,000 | $84.97 | $1.02M | 29,267 |
| Guillermo Briseno President | Mar 26, 2026 | Option exercise | +8,600 | $45.43 | $390.70K | 37,867 |
| Guillermo Briseno President | Mar 26, 2026 | Sale | −8,600 | $84.97 | $730.74K | 29,267 |
| Pilar Cruz Director | Jan 2, 2026 | Award | +900 | – | – | 16,747 |
| Ajita G. Rajendra Director | Jan 2, 2026 | Award | +900 | – | – | 44,997 |
| Christopher M. Hilger Director | Jan 2, 2026 | Award | +375 | $89.93 | $33.72K | 14,442 |
| Christopher M. Hilger Director | Jan 2, 2026 | Award | +900 | – | – | 15,342 |
| Douglas A. Milroy Director | Jan 2, 2026 | Award | +900 | – | – | 2,473 |
| Richard M. Olson Director | Jan 2, 2026 | Award | +900 | – | – | 6,090 |
| Daniel P. Shine Director | Jan 2, 2026 | Award | +900 | – | – | 1,000 |
| James Owens Director | Jan 2, 2026 | Award | +250 | $89.93 | $22.48K | 22,215 |
| James Owens Director | Jan 2, 2026 | Award | +900 | – | – | 21,965 |
| Trudy A. Rautio Director | Jan 2, 2026 | Award | +311 | $89.93 | $27.97K | 27,235 |
| Trudy A. Rautio Director | Jan 2, 2026 | Award | +900 | – | – | 26,924 |
| Jacinth C. Smiley Director | Jan 2, 2026 | Award | +900 | – | – | 7,394 |
| Jacinth C. Smiley Director | Jan 2, 2026 | Award | +250 | $89.93 | $22.48K | 7,644 |
| Bradley J. Pogalz Chief Financial Officer | Dec 9, 2025 | Option exercise | +1,000 | $28.00 | $28.00K | 1,000 |
| Bradley J. Pogalz Chief Financial Officer | Dec 9, 2025 | Sale | −566 | $91.57 | $51.83K | 434 |
| Daniel P. Shine Director | Dec 8, 2025 | Award | +100 | – | – | 100 |
| Ajita G. Rajendra Director | Dec 5, 2025 | Sale | −6,600 | $92.04 | $607.46K | 43,993 |
| Ajita G. Rajendra Director | Dec 5, 2025 | Option exercise | +6,600 | $48.96 | $323.14K | 50,593 |
| Ajita G. Rajendra Director | Dec 5, 2025 | Sale | −13,200 | $92.04 | $1.21M | 43,993 |
| Ajita G. Rajendra Director | Dec 5, 2025 | Option exercise | +13,200 | $42.26 | $557.83K | 57,193 |
| Jacinth C. Smiley Director | Oct 3, 2025 | Award | +272 | $82.61 | $22.47K | 6,473 |
| Trudy A. Rautio Director | Oct 3, 2025 | Award | +339 | $82.61 | $28.00K | 25,960 |
| James Owens Director | Oct 3, 2025 | Award | +272 | $82.61 | $22.47K | 20,997 |
| Christopher M. Hilger Director | Oct 3, 2025 | Award | +409 | $82.61 | $33.79K | 14,032 |
| Richard Brent Lewis President | Oct 2, 2025 | Tax withholding | −8,982 | $82.08 | $737.24K | 44,297 |
| Richard Brent Lewis President | Oct 2, 2025 | Option exercise | +13,500 | $28.00 | $378.00K | 53,279 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Carpenter Tod Officer, Director | Sep 4, 2026 | 31,968 | $2.91M | Sep 4, 2026 | Exercise of Options Under a Registered Plan |
| Carpenter Tod Officer, Director | Aug 31, 2026 | 3,032 | $275.91K | Aug 31, 2026 | Exercise of Options Under a Registered Plan |
| Allan Milroy Douglas Former Officer | Aug 27, 2026 | 13,400 | $1.23M | Aug 27, 2026 | Exercise of Options Under a Registered Plan |
| J. Pogalz Bradley Officer | Aug 27, 2026 | 2,129 | $195.53K | Aug 27, 2026 | Exercise of Options Under a Registered Plan |
| J. Owens James Officer | Apr 14, 2026 | 13,753 | $1.23M | Apr 14, 2026 | Exercise of options under a registered plan |
| J. Owens James Officer | Apr 13, 2026 | 5,921 | $527.06K | Apr 13, 2026 | Exercise of options under a registered plan |
| J. Owens James Officer | Apr 10, 2026 | 126 | $11.19K | Apr 10, 2026 | Exercise of options under a registered plan |
| Briseno Deibert Guillermo Officer | Mar 26, 2026 | 20,600 | $1.75M | Mar 26, 2026 | Exercise of options under a registered plan |
| Oberton Willard Former Affiliate | Jan 29, 2026 | 1,380 | $140.53K | Jan 29, 2026 | Exercise of options under a registered plan |
| Oberton Willard Former Affiliate | Jan 22, 2026 | 820 | $84.62K | Jan 22, 2026 | Exercise of options under a registered plan |
| Oberton Willard Former director | Jan 2, 2026 | 11,000 | $988.05K | Jan 2, 2026 | Exercise of options under a registered plan |
| J. Pogalz Bradley Officer | Dec 9, 2025 | 566 | $51.83K | Dec 9, 2025 | Exercise of options under a registered plan |
| G. Rajendra Ajita Director | Dec 5, 2025 | 19,800 | $1.82M | Dec 5, 2025 | Exercise of options under a registered plan |
| Dahlgren Andrew Former officer | Oct 15, 2025 | 7,852 | $645.78K | Oct 15, 2025 | Exercise of options under a registered plan |
| Briseno Deibert Guillermo Officer | Sep 3, 2025 | 13,500 | $1.07M | Sep 3, 2025 | Exercise of options under a registered plan |