undamentalytics Newsletter

Donaldson Co Inc: which funds bought and sold

Institutions that bought and sold Donaldson shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 281 institutions that filed 13F reports for both quarters added to or opened positions in Donaldson, and 273 cut or closed them. Together they added a net 2.8M shares, +2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.2M shares (+6.4%); index fund managers were net buyers of 920K shares (+2.7%). 66 opened a new position and 54 sold out entirely.

Bought, Q2 2026 281 institutions, 66 of them new holders Sold, Q2 2026 273 institutions, 54 of them sold out
Net change, all compared +2.8M shares (+2.8%)
Net change, active managers +1.2M shares (+6.4%), 29 bought, 34 sold

Buyers versus sellers

institutions compared, 669
Active managers and hedge funds 29 bought · 34 sold · +1.2M
Index fund managers 9 bought · 2 sold · +920K
Other institutions 243 bought · 237 sold · +650K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Massachusetts Financial Services Co Active manager +974K +147.0% 1.6M $150M
Blackrock, Inc. Index funds +725K +6.5% 11.9M $1.1B
Boston Partners Active manager +672K New position 672K $60.3M
Deprince Race & Zollo Inc Active manager +531K New position 531K $47.7M
Qube Research & Technologies Ltd Hedge fund +525K New position 525K $47.1M
Pictet Asset Management Holding SA +504K +28.0% 2.3M $207M
Point72 Asset Management, L.P. Hedge fund +413K +256.2% 574K $51.6M
Gotham Asset Management, LLC Hedge fund +347K +112.1% 657K $59M
State Street Corp Index funds +262K +5.5% 5.0M $452M
Marshall Wace, LLP Hedge fund +247K New position 247K $22.2M
Citadel Advisors LLC Hedge fund +206K +104.4% 403K $36.2M
Jpmorgan Chase & Co +204K +30.8% 865K $77M
Fuller & Thaler Asset Management, Inc. +186K +8.8% 2.3M $206M
Metlife Investment Management, LLC +178K +314.2% 235K $21.1M
Oribel Capital Management, LP +177K New position 177K $15.9M
UBS Group AG +162K +26.6% 770K $69.1M
Quantinno Capital Management LP +157K +30.9% 666K $59.8M
Ceredex Value Advisors LLC +144K +62.8% 374K $33.5M
Goldman Sachs Group Inc +120K +43.2% 398K $35.8M
Trexquant Investment LP Hedge fund +120K New position 120K $10.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
William Blair Investment Management, LLC Active manager −1.6M −97.8% 35K $3.1M
Two Sigma Investments, LP Hedge fund −505K −64.8% 274K $24.6M
Robeco Institutional Asset Management B.V. −397K −99.3% 2,601 $233,492
American Century Companies Inc Active manager −387K −23.4% 1.3M $114M
Invesco Ltd. −383K −16.7% 1.9M $171M
SG Capital Management LLC −292K Sold out 0 —
Acadian Asset Management LLC Active manager −217K −47.2% 243K $21.8M
Geode Capital Management, LLC Index funds −212K −6.3% 3.1M $280M
Bank Of New York Mellon Corp −158K −13.0% 1.1M $95.5M
Hightower Advisors, LLC −152K −41.1% 217K $19.5M
Fiduciary Management Inc Active manager −147K −10.3% 1.3M $115M
Victory Capital Management Inc Active manager −142K −20.6% 549K $49.3M
Kayne Anderson Rudnick Investment Management LLC Active manager −141K −4.8% 2.8M $250M
Geneva Capital Management LLC Active manager −131K −21.6% 474K $42.5M
TD Asset Management Inc −106K −15.5% 580K $52.1M
Danske Bank A/S −103K Sold out 0 —
Bi Asset Management Fondsmaeglerselskab A/S −78K Sold out 0 —
Raymond James Financial Inc −72K −26.6% 197K $17.7M
Y-Intercept (Hong Kong) Ltd −68K −79.6% 17K $1.6M
Epoch Investment Partners, Inc. −66K −10.7% 555K $49.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Boston PartnersActive manager 672K $60.3M
Deprince Race & Zollo IncActive manager 531K $47.7M
Qube Research & Technologies LtdHedge fund 525K $47.1M
Marshall Wace, LLPHedge fund 247K $22.2M
Oribel Capital Management, LP 177K $15.9M
Trexquant Investment LPHedge fund 120K $10.8M
Frontier Capital Management Co LLCActive manager 95K $8.5M
Balyasny Asset Management L.P.Hedge fund 85K $7.6M
Concentric Capital Strategies, LP 59K $5.3M
Axq Capital, LP 37K $3.4M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
626
Ten largest holders
50.0%
of 13F-reported shares
Index fund managers
33.5%
of 13F-reported shares
Active managers and hedge funds
19.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 29 34 10 8 +1.2M +6.4%
Index fund managers 9 2 0 0 +920K +2.7%
Other institutions 243 237 56 46 +650K +1.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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