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DCI · Industrials

DONALDSON INC

USA Industrials Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
32
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in DONALDSON INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$10.5B
Industry
Specialty Industrial Machinery
Sector
Industrials
Exchange
NYSE
About DONALDSON INC

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent…

Who's behind the signal
Every informed buyer we can see on DCI, across all three feeds.
Hedge funds · 6
Point72 (Steve Cohen) New position
AQR Capital Management Increased +5%
Citadel Advisors Decreased −45%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 5
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2022-01-11 Lois Frankel · D-FL House SOLD $1,001 - $15,000
2021-10-28 Kim Schrier · D-WA House SOLD $1,001 - $15,000
2020-03-06 Lois Frankel · D-FL House BOUGHT $1,001 - $15,000
2020-01-31 Mike Gallagher · R-WI House SOLD $15,001 - $50,000
2020-01-13 Mike Gallagher · R-WI House SOLD $1,001 - $15,000
Not a model pick — but on our radar. DONALDSON INC isn't in the top-10 model right now, but 6 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
6
Investors
1
New positions
2
Increasing
3
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.1×
Increased +21%
% of portfolio
0.1%
Position change
+21%
0.1% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
Increased +5%
% of portfolio
0.0%
Position change
+5%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Decreased −45%
% of portfolio
0.0%
Position change
−45%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Decreased −65%
% of portfolio
0.0%
Position change
−65%
0.0% of Millennium Management's portfolio
Trust weight: 1.3×
Decreased −83%
% of portfolio
0.0%
Position change
−83%
0.0% of Bridgewater Associates's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to DONALDSON INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell DONALDSON INC or any security.

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