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Nordson Corporation

NDSN Industrials
$286.83 +$0.24 (0.08%)
Market Cap: $15.98 B
Gurus Holding
7
Popularity Rank
#1087
% of Shares Held
0.86%
Net Activity (Q1 2026)
+$13.24 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $138.13 M.

Top institutional holders include Joel Greenblatt and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $13.24 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 149.9%. Conversely, Ray Dalio reduced exposure by 44.0%.

Key Holders

Top 5 by Value

$39.15 M
$10.16 M
$7.98 M
$1.69 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$28.66 M
Total Buy Value
New Buys 1
Additions 3
-$15.42 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Nordson Corporation (NDSN)

Major holders include Joel Greenblatt ($67 M), Cliff Asness ($39.15 M), Mario Gabelli ($10.16 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 481,567 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $13.24 M, with 4 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 $15.42 M.

Yes, 1 managers opened new positions in NDSN, and 3 increased their existing holdings. The total reported buy value was $28.66 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.21% Add 2.9% 251,815 $67 M Q1 2026
0.02% Add 149.9% 150,235 $39.15 M Q1 2026
0.10% 38,200 $10.16 M Q1 2026
0.05% Add 56.0% 30,012 $7.98 M Q1 2026
0.01% Reduce -44.0% 6,367 $1.69 M Q1 2026
0.00% Reduce -5.9% 3,401 $904,870 Q1 2026
0.00% New Buy 1,537 $408,934 Q1 2026
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