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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$952M +$29M +300,019 +3%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$776M
VPM
3
Vanguard Portfolio Management
Pennsylvania
$553M +$629M +6,518,149 New
VCM
4
Vanguard Capital Management
Pennsylvania
$440M +$501M +5,183,334 New
State Street
5
State Street
Massachusetts
$405M -$8.56M -88,672 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$325M -$12.7M -131,250 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$283M +$46.9M +485,660 +17%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$248M -$8.87M -91,876 -3%
Morgan Stanley
9
Morgan Stanley
New York
$205M -$12.8M -132,601 -5%
Invesco
10
Invesco
Georgia
$195M +$90.5M +937,562 +69%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$179M +$195K +2,018 +0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$169M -$2.05M -21,222 -1%
BTW
13
Boston Trust Walden
Massachusetts
$161M -$47.5M -492,163 -21%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$153M +$172M +1,784,386 +10,438%
American Century Companies
15
American Century Companies
Missouri
$140M +$16.9M +174,901 +12%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$137M -$8.94M -92,523 -5%
FMI
17
Fiduciary Management Inc
Wisconsin
$121M -$86.3M -893,854 -39%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$104M +$913K +9,451 +0.8%
Northern Trust
19
Northern Trust
Illinois
$98.1M +$1.55M +16,062 +1%
First Trust Advisors
20
First Trust Advisors
Illinois
$87.6M -$627K -6,491 -0.6%
CC
21
Capital Counsel
New York
$80.8M -$614K -6,359 -0.7%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$77.3M -$4.65M -48,141 -5%
Charles Schwab
23
Charles Schwab
California
$69.3M +$1.85M +19,141 +2%
Two Sigma Investments
24
Two Sigma Investments
New York
$66.1M +$29.9M +309,743 +66%
AQR Capital Management
25
AQR Capital Management
Connecticut
$61.7M +$3.62M +37,506 +5%