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Nordson Corporation

NDSN Industrials
$318.71 $-12.83 (-3.87%)
Market Cap: $17.75 B
Gurus Holding
6
Popularity Rank
#1646
% of Shares Held
1.22%
Net Activity (Q2 2026)
+$59.5 M

Guru Ownership Trend

Guru Analysis for Nordson Corporation (NDSN)

Nordson Corporation (NDSN), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $216.32 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $59.5 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 116.4%. Conversely, Ray Dalio reduced exposure by 87.8%.

Key Holders

Top 5 by Value

$98.01 M
$85.36 M
$11.52 M
$8.54 M
$1.03 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$62.11 M
Total Buy Value
New Buys 0
Additions 2
-$2.61 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Nordson Corporation (NDSN)

Major holders include Cliff Asness ($98.01 M), Joel Greenblatt ($85.36 M), Mario Gabelli ($11.52 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 678,733 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $59.5 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited NDSN. The total reported sell value was $2.61 M.

Yes, 0 managers opened new positions in NDSN, and 2 increased their existing holdings. The total reported buy value was $62.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 116.4% 325,112 $98.01 M Q2 2026
0.20% Add 12.4% 282,929 $85.36 M Q2 2026
0.10% 38,200 $11.52 M Q2 2026
0.06% Reduce -5.7% 28,315 $8.54 M Q2 2026
0.00% 3,401 $1.03 M Q2 2026
0.00% Reduce -87.8% 776 $234,111 Q2 2026
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