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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
7.56%
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
SA
301
Sylvest Advisors
Texas
$837K +$11.4K +133 +1%
CAM
302
Cresset Asset Management
Illinois
$831K +$24.5K +285 +3%
DAS
303
Dynamic Advisor Solutions
Arizona
$830K -$33.5K -389 -4%
DT
304
Diversified Trust
Tennessee
$828K -$2.92K -34 -0.4%
Federated Hermes
305
Federated Hermes
Pennsylvania
$809K -$18.9K -220 -2%
Public Employees Retirement Association of Colorado
306
Public Employees Retirement Association of Colorado
Colorado
$793K
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792K +$110K +1,280 +17%
IIM
308
INTECH Investment Management
Florida
$791K -$663K -7,709 -47%
SAM
309
Securian Asset Management
Minnesota
$776K +$12.4K +144 +2%
CGH
310
Crossmark Global Holdings
Texas
$771K
VCA
311
Verdence Capital Advisors
Maryland
$757K +$12.4K +144 +2%
IIC
312
Ironwood Investment Counsel
Arizona
$756K -$34.2K -398 -5%
PAM
313
PineStone Asset Management
Quebec, Canada
$748K -$507K -5,900 -41%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$738K -$858K -9,975 -55%
GT
315
Glenview Trust
Kentucky
$718K -$5.16K -60 -0.7%
PAM
316
Panagora Asset Management
Massachusetts
$709K
SA
317
Sanctuary Advisors
Indiana
$703K -$55.4K -644 -8%
Schroder Investment Management Group
318
Schroder Investment Management Group
United Kingdom
$695K -$3.19M -37,081 -82%
KCP
319
Kera Capital Partners
California
$691K +$94.5K +1,099 +17%
Truist Financial
320
Truist Financial
North Carolina
$690K +$29.5K +343 +5%
MIM
321
Morningstar Investment Management
Illinois
$686K
BP
322
Ballentine Partners
Massachusetts
$681K +$73.7K +857 +13%
ETC
323
Exchange Traded Concepts
Oklahoma
$673K +$437K +5,084 +211%
GFA
324
Gallagher Fiduciary Advisors
Illinois
$642K -$17.2K -200 -3%
SC
325
Syon Capital
California
$640K -$39.7K -462 -6%

DCI Hedge Fund Activity: Q2 2026 in Review

626 of the 8,275 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.