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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
WSFS
501
Wilmington Savings Fund Society
Delaware
$101K +$96.8K +1,125 New
PCFFS
502
Pacific Center for Financial Services
California
$89.8K
ERSOT
503
Employees Retirement System of Texas
Texas
$87K
S
504
Sachetta
Massachusetts
$85.5K +$16.2K +188 +25%
Northwestern Mutual Wealth Management
505
Northwestern Mutual Wealth Management
Wisconsin
$83.2K -$92.9K -1,080 -54%
SMBT
506
Southern Michigan Bank & Trust
Michigan
$74.5K
GG
507
Gleason Group
Kentucky
$72.8K +$258 +3 +0.4%
GWM
508
Geneos Wealth Management
Colorado
$71.8K
UFF
509
USA Financial Formulas
Michigan
$69.9K +$5.16K +60 +8%
GWP
510
Gen-Wealth Partners
Michigan
$67K -$52K -605 -45%
BC
511
Bayforest Capital
United Kingdom
$60.7K +$58.1K +676 New
HC
512
Hoese & Co
Minnesota
$59.2K
LFG
513
Larson Financial Group
Missouri
$57.5K +$44.5K +517 +420%
LSA
514
Leonteq Securities AG
Switzerland
$56.6K +$20.6K +240 +62%
C
515
Covestor
United Kingdom
$54K -$860 -10 -2%
BWM
516
Bullock Wealth Management
Indiana
$48.4K +$47.1K +547 New
SFG
517
Strive Financial Group
Indiana
$45.3K -$403K -4,690 -90%
HI
518
Harbour Investments
Wisconsin
$44.6K -$3.27K -38 -7%
SIC
519
SJS Investment Consulting
Ohio
$43.4K +$8.17K +95 +24%
EP
520
Essential Partners
California
$43K -$9.98K -116 -19%
BGA
521
Battery Global Advisors
Massachusetts
$42.9K
RDFA
522
Ritter Daniher Financial Advisory
Ohio
$42.9K +$86 +1 +0.2%
WB
523
Webster Bank
Connecticut
$42K
CIS
524
Custom Index Systems
New York
$35.6K +$34.1K +397 New
TWD
525
True Wealth Design
Ohio
$35.4K +$5.76K +67 +20%

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.