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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
HWM
401
HB Wealth Management
Georgia
$337K +$21.3K +248 +7%
BA
402
Ballast Advisors
Minnesota
$335K
PWM
403
Perigon Wealth Management
California
$334K +$11.7K +136 +4%
CWA
404
Centennial Wealth Advisory
Michigan
$333K +$319K +3,708 New
TPCW
405
TD Private Client Wealth
New York
$332K +$430 +5 +0.1%
EPW
406
Evolve Private Wealth
California
$332K +$318K +3,700 New
PMWMG
407
Parr McKnight Wealth Management Group
Minnesota
$330K
KBC Group
408
KBC Group
Belgium
$327K
EWM
409
Empirical Wealth Management
Washington
$326K -$79.6K -925 -20%
BPA
410
Beacon Pointe Advisors
California
$326K -$1.89K -22 -0.6%
SL
411
Summitry LLC
California
$325K +$21.9K +255 +8%
AA
412
Advisory Advocates
Michigan
$325K +$11.4K +132 +4%
IFU
413
iSAM Funds (UK)
United Kingdom
$323K +$310K +3,600 New
WI
414
WBI Investments
New Jersey
$323K +$310K +3,599 New
VT
415
Vise Technologies
New York
$323K -$61.7K -717 -17%
FPH
416
Financial Planning Hawaii
Hawaii
$322K +$68.4K +795 +28%
CIBC Asset Management
417
CIBC Asset Management
Ontario, Canada
$321K -$20.8K -242 -6%
ECM
418
Evergreen Capital Management
Washington
$313K -$955K -11,105 -76%
LFP
419
Leeward Financial Partners
Washington
$313K
MSS
420
Mitchell Sinkler & Starr
Pennsylvania
$312K +$1.38K +16 +0.5%
SCM
421
Sterling Capital Management
North Carolina
$312K -$33.1K -385 -10%
NDSIB
422
North Dakota State Investment Board
North Dakota
$307K +$1.98K +23 +0.7%
NAS
423
Nykredit A/S
Denmark
$305K +$292K +3,395 New
VI
424
Vestcor Inc
New Brunswick, Canada
$301K
AFP
425
Ausdal Financial Partners
Iowa
$298K -$90.6K -1,053 -24%

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.