Donaldson Company, Inc.
US ˙ NYSE ˙ US2576511099

SecurityDCI / Donaldson Company, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,764 shares
Latest Disclosed Value $ 149,711
IFP Advisors, Inc reports 51.68% increase in ownership of DCI / Donaldson Company, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,764 shares of Donaldson Company, Inc. (US:DCI) valued at $149,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,163 shares of Donaldson Company, Inc.. This represents a change in shares of 51.68% during the quarter. The current value of the position is $148,264 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F DONALDSON cs 257651109 1,764 601 51.68 150 44.66 0.0031
2026-02-06 2025-12-31 13F DONALDSON cs 257651109 1,163 0 0.00 103 8.42 0.0023
2026-02-06 2025-09-30 13F/A-1 DONALDSON cs 257651109 1,163 -697 -37.47 95 -46.63 0.0025
2025-12-02 2025-09-30 13F DONALDSON cs 257651109 925 -935 115 0.0030
2025-07-24 2025-06-30 13F DONALDSON cs 257651109 1,860 -1,628 -46.67 178 -23.61 0.0051
2025-05-05 2025-03-31 13F DONALDSON cs 257651109 3,488 743 27.07 234 26.63 0.0072
2025-02-04 2024-12-31 13F DONALDSON cs 257651109 2,745 1,334 94.54 185 78.64 0.0061
2025-02-04 2024-09-30 13F DONALDSON cs 257651109 1,411 -191 -11.92 104 -9.65 0.0037
2024-07-30 2024-06-30 13F DONALDSON cs 257651109 1,602 0 0.00 115 -4.20 0.0046
2024-07-30 2024-03-31 13F DONALDSON cs 257651109 1,602 -113 -6.59 120 6.25 0.0052
2024-01-09 2023-12-31 13F DONALDSON cs 257651109 1,715 121 7.59 112 17.89 0.0053
2023-10-12 2023-09-30 13F DONALDSON cs 257651109 1,594 904 131.01 95 120.93 0.0043
2023-08-14 2023-06-30 13F/A-1 DONALDSON cs 257651109 690 0 0.00 43 38.71 0.0018
2023-08-04 2023-06-30 13F DONALDSON cs 257651109 690 0 32 0.0015
2023-04-18 2023-03-31 13F DONALDSON cs 257651109 690 -260 -27.37 32 0.0014
2023-02-07 2022-12-31 13F DONALDSON cs 257651109 950 -647 -40.51 0 -100.00 0.0012
2022-11-08 2022-09-30 13F DONALDSON cs 257651109 1,597 291 22.28 74 21.31 0.0019
2022-09-06 2022-06-30 13F/A-1 DONALDSON cs 257651109 1,306 0 0.00 61 0.00 0.0020
2022-09-06 2022-03-31 13F/A-1 DONALDSON cs 257651109 1,306 689 111.67 61 64.86 0.0020
2022-08-08 2022-03-31 13F DONALDSON INC COM Stock 257651109 664 47 31 0.0006
2022-01-12 2021-12-31 13F DONALDSON INC COM Stock 257651109 617 0 0.00 37 5.71 0.0007
2021-10-06 2021-09-30 13F DONALDSON INC COM Stock 257651109 617 0 0.00 35 -10.26 0.0007
2021-07-13 2021-06-30 13F DONALDSON INC COM Stock 257651109 617 -11 -1.75 39 5.41 0.0008
2021-04-30 2021-03-31 13F DONALDSON INC COM Stock 257651109 628 -39 -5.85 37 -2.63 0.0007
2021-01-25 2020-12-31 13F DONALDSON INC COM Stock 257651109 667 0 0.00 38 18.75 0.0015
2020-10-29 2020-09-30 13F DONALDSON INC COM Stock 257651109 667 0 0.00 32 0.00 0.0019
2020-08-05 2020-06-30 13F DONALDSON INC COM Stock 257651109 667 16 2.46 32 28.00 0.0025
2020-05-12 2020-03-31 13F DONALDSON INC COM Stock 257651109 651 -22 -3.27 25 -35.90 0.0025
2020-01-17 2019-12-31 13F DONALDSON INC COM Stock 257651109 673 55 8.90 39 21.88 0.0029
2019-11-07 2019-09-30 13F DONALDSON INC COM Stock 257651109 618 618 32 0.0021
2019-05-15 2019-03-31 13F DONALDSON INC COM Stock 257651109 0 -635 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 DONALDSON INC COM Stock 257651109 635 -335 -34.54 27 -52.63 0.0016
2019-01-23 2018-12-31 13F DONALDSON INC COM Stock 257651109 635 -335 27 0.0016
2019-06-03 2018-09-30 13F/A-9 DONALDSON INC COM Stock 257651109 970 -36 -3.58 57 26.67 0.0023
2018-10-25 2018-09-30 13F DONALDSON INC COM Stock 257651109 970 -36 57 0.0023
2019-06-03 2018-06-30 13F/A-8 DONALDSON INC COM Stock 257651109 1,006 614 156.63 45 136.84 0.0019
2018-08-07 2018-06-30 13F DONALDSON INC COM Stock 257651109 1,006 0 45
2019-06-03 2018-03-31 13F/A-7 DONALDSON INC COM Stock 257651109 392 0 0.00 19 0.00 0.0009
2018-05-09 2018-03-31 13F DONALDSON INC COM Stock 257651109 1,006 614 45
2019-06-03 2017-12-31 13F/A-6 DONALDSON INC COM Stock 257651109 392 36 10.11 19 18.75 0.0009
2018-01-24 2017-12-31 13F DONALDSON INC COM Stock 257651109 392 36 19
2017-10-30 2017-09-30 13F DONALDSON INC COM Stock 257651109 356 0 0.00 16 0.00 0.0006
2019-06-03 2017-06-30 13F/A-5 DONALDSON INC COM Stock 257651109 356 0 0.00 16 0.00 0.0007
2017-07-31 2017-06-30 13F DONALDSON INC COM Stock 257651109 356 0 16
2019-06-03 2017-03-31 13F/A-4 DONALDSON INC COM Stock 257651109 356 -7 -1.93 16 6.67 0.0007
2017-04-26 2017-03-31 13F DONALDSON INC COM Stock 257651109 356 -7 16
2019-06-03 2016-12-31 13F/A-3 DONALDSON INC COM Stock 257651109 363 1 0.28 15 7.14 0.0007
2017-02-14 2016-12-31 13F DONALDSON INC COM Stock 257651109 363 1 15
2016-11-04 2016-09-30 13F DONALDSON INC COM Stock 257651109 362 230 174.24 14 180.00 0.0007
2019-06-03 2016-06-30 13F/A-2 DONALDSON INC COM Stock 257651109 132 16 13.79 5 25.00 0.0003
2016-08-22 2016-06-30 13F DONALDSON INC COM Stock 257651109 132 16 5
2016-05-02 2016-03-31 13F DONALDSON INC COM Stock 257651109 116 -7 -5.69 4 0.00 0.0002
2016-02-11 2015-12-31 13F DONALDSON INC COM Stock 257651109 123 123 4 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.