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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
WF
351
Welch & Forbes
Massachusetts
$485K
ACIM
352
Azimuth Capital Investment Management
Michigan
$480K
ATC
353
Argent Trust Co
Tennessee
$480K +$28K +325 +6%
DnB Asset Management
354
DnB Asset Management
Norway
$480K -$47.1K -547 -9%
FFA
355
Farther Finance Advisors
California
$471K -$71.7K -834 -14%
AC
356
AlphaCore Capital
California
$470K +$451K +5,239 New
TCIIS
357
TIAA-CREF Individual & Institutional Services
New York
$460K -$9.12K -106 -2%
DWM
358
Diversify Wealth Management
Utah
$459K +$67.4K +783 +19%
DAS
359
Diversify Advisory Services
Utah
$459K +$423K +4,923 New
ICP
360
Impact Capital Partners
Colorado
$456K +$13.2K +153 +3%
AF
361
Affiance Financial
Minnesota
$455K +$1.29K +15 +0.3%
MOS
362
MGO One Seven
Ohio
$455K +$153K +1,783 +54%
OIS
363
Okabena Investment Services
Minnesota
$451K
RGC
364
Roberts, Glore & Co
Illinois
$449K
PCM
365
Parsons Capital Management
Rhode Island
$444K
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$441K -$180K -2,094 -30%
AAP
367
Arax Advisory Partners
Colorado
$440K +$167K +1,947 +66%
LNWTC
368
Laird Norton Wetherby Trust Company
Washington
$439K +$34.7K +403 +9%
AWM
369
AE Wealth Management
Kansas
$432K +$414K +4,816 New
BWM
370
Bernicke Wealth Management
Wisconsin
$432K -$29.8K -346 -7%
FIB
371
First Interstate Bank
Montana
$431K
CWP
372
Curated Wealth Partners
California
$426K -$27.9K -324 -6%
TPI
373
Trust Point Inc
Wisconsin
$422K +$7.4K +86 +2%
CCM
374
Coldstream Capital Management
Washington
$421K +$80.1K +931 +25%
SPIA
375
Steward Partners Investment Advisory
New York
$418K -$97.6K -1,135 -20%

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.