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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
BEI
126
Benjamin Edwards Inc
Missouri
$6.29M -$307K -3,567 -5%
Universal-Beteiligungs- und Servicegesellschaft
127
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.18M +$553K +6,424 +10%
HIC
128
Harvey Investment Company
Kentucky
$6.09M -$11.2K -130 -0.2%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$5.97M -$21.7K -252 -0.4%
Jones Financial Companies
130
Jones Financial Companies
Missouri
$5.89M +$1.3M +15,109 +29%
SIC
131
SFE Investment Counsel
California
$5.83M -$71K -825 -1%
GIA
132
GHP Investment Advisors
Colorado
$5.69M +$413K +4,798 +8%
Capital Fund Management (CFM)
133
Capital Fund Management (CFM)
France
$5.65M -$128K -1,490 -2%
IMRF
134
Illinois Municipal Retirement Fund
Illinois
$5.47M +$728K +8,464 +16%
Creative Planning
135
Creative Planning
Kansas
$5.45M +$381K +4,426 +8%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$5.41M +$843K +9,795 +19%
CCS
137
Concentric Capital Strategies
Connecticut
$5.29M +$5.06M +58,875 New
MGWM
138
Marks Group Wealth Management
Minnesota
$5.28M
SIA
139
Sit Investment Associates
Minnesota
$5.22M +$83K +965 +2%
AIP
140
Ameritas Investment Partners
Nebraska
$5.16M +$2.49K +29 +0.1%
SG Americas Securities
141
SG Americas Securities
New York
$5.1M +$3.16M +36,699 +182%
Connor, Clark & Lunn Investment Management (CC&L)
142
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.04M -$656K -7,631 -12%
NSIM
143
North Star Investment Management
Illinois
$5.03M -$30.1K -350 -0.6%
ACA
144
Aptus Capital Advisors
Alabama
$4.92M +$20.4K +237 +0.4%
Prudential Financial
145
Prudential Financial
New Jersey
$4.82M +$2.02M +23,530 +78%
AB
146
Amalgamated Bank
New York
$4.74M -$18.9K -220 -0.4%
FGP
147
Freestone Grove Partners
California
$4.72M +$3.68M +42,786 +439%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$4.66M -$18.8K -218 -0.4%
PFSRSONJ
149
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.65M +$250K +2,910 +6%
LPL Financial
150
LPL Financial
California
$4.55M -$428K -4,972 -9%

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.