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Donaldson

626 hedge funds and large institutions have $9.43B invested in Donaldson in 2026 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 219 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $2.91M

41% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 54

10% more capital invested

Capital invested by funds: $8.59B → $9.43B (+$839M)

3.16% more ownership

Funds ownership: 87.39%90.55% (+3.2%)

3% more funds holding

Funds holding: 610626 (+16)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 219

Holders
626
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
76
Increased
215
Reduced
219
Closed
54
Calls
$7.69M
Puts
$2.91M
Net Calls
+$4.78M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
251
Hollow Brook Wealth Management
New York
$1.44M
AIM
252
Allen Investment Management
New York
$1.44M
HHAA
253
Henry H. Armstrong Associates
Pennsylvania
$1.43M +$1.13M +13,080 +467%
AI
254
Atria Investments
North Carolina
$1.38M +$99.7K +1,159 +8%
DIA
255
Dean Investment Associates
Ohio
$1.37M -$23.3K -271 -2%
M&T Bank
256
M&T Bank
New York
$1.36M +$180K +2,097 +16%
BA
257
Bridgewater Associates
Connecticut
$1.35M +$1.3M +15,085 New
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$1.34M +$28K +325 +2%
NYLIM
259
New York Life Investment Management
New York
$1.33M +$42.4K +493 +3%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$1.31M +$770K +8,949 +160%
EGM
261
Engineers Gate Manager
New York
$1.28M +$1.23M +14,280 New
AWM
262
Apollon Wealth Management
South Carolina
$1.28M -$143K -1,661 -10%
X
263
Xponance
Pennsylvania
$1.27M -$5.08K -59 -0.4%
GIP
264
Granite Investment Partners
California
$1.26M
GBWM
265
Granite Bay Wealth Management
New Hampshire
$1.26M
EHWM
266
Eads & Heald Wealth Management
Georgia
$1.24M -$51.4K -598 -4%
ET
267
Entropy Technologies
New York
$1.22M +$1.17M +13,623 New
JIM
268
Jensen Investment Management
Oregon
$1.21M -$838K -9,740 -42%
Vanguard Personalized Indexing Management
269
Vanguard Personalized Indexing Management
California
$1.2M +$39.9K +464 +4%
Chevy Chase Trust
270
Chevy Chase Trust
Maryland
$1.19M
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$1.18M +$341K +3,966 +43%
EF
272
Empowered Funds
Pennsylvania
$1.17M +$161K +1,871 +17%
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$1.17M +$75.7K +880 +7%
Osaic Holdings
274
Osaic Holdings
Arizona
$1.17M +$170K +1,972 +18%
SLI
275
Sumitomo Life Insurance
Japan
$1.16M +$1.11M +12,875 New

DCI Hedge Fund Activity: Q2 2026 in Review

626 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2026, worth a combined $9.43B — up 9.8% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DCI positions and 54 closed out — a net gain of 22 holders — while 215 added to existing stakes and 219 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $83.7M. The largest seller was William Blair Investment Management, cutting an estimated $136M.

  • 626 institutional investors held Donaldson (DCI) as of Q2 2026, up from 610 in Q1 2026.
  • Funds reported $9.43B of Donaldson stock for Q2 2026, up 9.8% quarter-over-quarter.
  • 76 funds opened new Donaldson positions in Q2 2026 and 54 closed out, a net change of +22 holders.
  • The largest Donaldson buyer in Q2 2026 was Massachusetts Financial Services, an estimated $83.7M added.
  • The largest Donaldson seller in Q2 2026 was William Blair Investment Management, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2026.