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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
BFG
201
Berger Financial Group
Minnesota
$2.66M -$17K -198 -0.7%
KeyBank National Association
202
KeyBank National Association
Ohio
$2.66M -$535K -6,217 -17%
Vanguard Investments Australia
203
Vanguard Investments Australia
Australia
$2.64M
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$2.57M -$542K -6,300 -18%
DWT
205
Dorsey & Whitney Trust
South Dakota
$2.55M -$391K -4,549 -14%
BCI
206
Brinker Capital Investments
Pennsylvania
$2.51M +$10.1K +117 +0.4%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M -$101K -1,172 -4%
Squarepoint
208
Squarepoint
New York
$2.45M +$330K +3,831 +16%
SOMRS
209
State of Michigan Retirement System
Michigan
$2.43M -$60.2K -700 -3%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$2.42M -$623K -7,244 -21%
NAMI
211
Nomura Asset Management International
Pennsylvania
$2.4M -$714K -8,301 -24%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$2.39M +$406K +4,725 +22%
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$2.34M +$18.3K +213 +0.8%
ASN
214
Advisory Services Network
Georgia
$2.3M -$180K -2,089 -8%
SI
215
Scharf Investments
California
$2.28M -$122K -1,414 -5%
NGA
216
Naples Global Advisors
Florida
$2.26M +$117K +1,365 +6%
NMERB
217
New Mexico Educational Retirement Board
New Mexico
$2.23M
IIA
218
ICW Investment Advisors
Arizona
$2.17M -$11K -128 -0.5%
RBC
219
Romano Brothers & Co
Illinois
$2.15M
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$2.15M +$25.8K +300 +1%
P
221
&Partners
Tennessee
$2.15M +$56.9K +661 +3%
OQS
222
Occudo Quantitative Strategies
Florida
$2.14M -$560K -6,508 -21%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$2.06M +$326K +3,785 +20%
CB
224
Commerce Bank
Missouri
$2.06M -$1.98K -23 -0.1%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$2.05M -$133K -1,547 -6%

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.