13FPulse
ND

NDSN NORDSON CORP

2026Q2 · CUSIP 655663102 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
737
Institutions that reported holding it to the SEC
Net increase in holders
+28
Last quarter 709 → now 737
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

737 funds held NDSN at the end of 2026Q2, up 28 from the quarter before. That is stronger buying than 88.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.0B(YoY +7.0%), the P/E is 32.1x, return on equity is 17.0%. NDSN has had 20 buying rushes in its history, and the price moved +1.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=232 2013Q4: holders=227 2014Q1: holders=223 2014Q2: holders=232 2014Q3: holders=234 2014Q4: holders=224 2015Q1: holders=219 2015Q2: holders=218 2015Q3: holders=227 2015Q4: holders=221 2016Q1: holders=247 2016Q2: holders=269 2016Q3: holders=274 2016Q4: holders=311 2017Q1: holders=312 2017Q2: holders=319 2017Q3: holders=297 2017Q4: holders=331 2018Q1: holders=314 2018Q2: holders=303 2018Q3: holders=316 2018Q4: holders=312 2019Q1: holders=324 2019Q2: holders=321 2019Q3: holders=322 2019Q4: holders=369 2020Q1: holders=340 2020Q2: holders=387 2020Q3: holders=396 2020Q4: holders=422 2021Q1: holders=439 2021Q2: holders=457 2021Q3: holders=479 2021Q4: holders=514 2022Q1: holders=514 2022Q2: holders=524 2022Q3: holders=528 2022Q4: holders=550 2023Q1: holders=542 2023Q2: holders=561 2023Q3: holders=568 2023Q4: holders=584 2024Q1: holders=599 2024Q2: holders=596 2024Q3: holders=604 2024Q4: holders=602 2025Q1: holders=594 2025Q2: holders=603 2025Q3: holders=632 2025Q4: holders=692 2026Q1: holders=709 2026Q2: holders=737 -60 -30 +0 +30 +60 196485774 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 20% +6.4%
2025Q4 Top 10% -9.4% -5.7%
2025Q3 Top 20% +8.3% +29.5%
2024Q1 Top 20% -16.0% -11.6%
2023Q2 Top 20% -6.0% -1.4%
2022Q4 Top 20% -11.2% -10.0%
2022Q2 Top 20% -10.5% -3.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
287
Change in large funds
+20
Total value they hold
$13.6B
Funds buying for the first time
102
Funds that sold out entirely
74
Price change that quarter
+14.7%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
32.1
EPS (TTM)
$9.87
EPS YoY
+24.0%
Revenue (TTM)
$3.0B
Revenue YoY
+7.0%
Net margin
18.6%
ROE
17.0%
Debt ratio
45.0%
FCF (TTM)
$724M
Dividend (TTM)
$3.28
Quarterly Revenue & EPS
2021-10-31: EPS 1.88 2022-01-31: EPS 2.05 2022-04-30: EPS 1.88 2022-07-31: EPS 2.45 2022-10-31: EPS 2.43 2023-01-31: EPS 1.81 2023-04-30: EPS 2.21 2023-07-31: EPS 2.22 2023-10-31: EPS 2.22 2024-01-31: EPS 1.90 2024-04-30: EPS 2.05 2024-07-31: EPS 2.04 2024-10-31: EPS 2.12 2025-01-31: EPS 1.65 2025-04-30: EPS 1.97 2025-07-31: EPS 2.22 2025-10-31: EPS 2.67 2026-01-31: EPS 2.38 2026-04-30: EPS 2.09 2026-07-31: EPS 2.73 0M 409M 818M $M 0.00 1.50 3.00 2016201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 28 21 27 34 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K113M226M 20162017201820192020202120222023202420252026
Latest quarter $170M (2026-04-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.