Dole plc
DOLE- Exchange
- NYSE
- Industry
- Agricultural Production-Crops
- SEC CIK
- 0001857475
No open-market purchases or sales by Dole plc insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $942.1M in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Dole plc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 116
- +7 vs. Q2 2023
- Shares held
- 39.9M
- +1.14M (+2.9%) vs. Q2 2023
- Total value
- $466.0M
- −$57.7M (−11.0%) vs. Q2 2023
- New holders
- 28
- 37 more added
- Sold out
- 21
- 34 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DOLE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $942.1M |
| Q1 2026 | 216 | $969.2M |
| Q4 2025 | 210 | $994.4M |
| Q3 2025 | 194 | $879.5M |
| Q2 2025 | 185 | $774.6M |
| Q1 2025 | 185 | $805.4M |
| Q4 2024 | 188 | $739.1M |
| Q3 2024 | 182 | $908.0M |
| Q2 2024 | 154 | $591.5M |
| Q1 2024 | 150 | $550.0M |
| Q4 2023 | 150 | $642.5M |
| Q3 2023 | 116 | $466.0M |
| Q2 2023 | 110 | $523.7M |
| Q1 2023 | 82 | $382.0M |
| Q4 2022 | 77 | $303.5M |
| Q3 2022 | 88 | $185.6M |
| Q2 2022 | 80 | $245.9M |
| Q1 2022 | 79 | $422.1M |
| Q4 2021 | 77 | $460.7M |
| Q3 2021 | 65 | $557.7M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Dole plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Covestor Ltd | 171 | $2.00K | 0.00% | +171 | New |
| FMR LLC | 301 | $3.48K | 0.00% | +147+95.5% | Added |
| Federated Hermes, Inc. | 341 | $3.95K | 0.00% | +341 | New |
| Citigroup Inc | 1,012 | $11.7K | 0.00% | −20,704−95.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,060 | $12.3K | 0.00% | +993+1,482.1% | Added |
| Nisa Investment Advisors, LLC | 1,120 | $13.0K | 0.00% | +36+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,506 | $17.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,719 | $19.9K | 0.00% | +625+57.1% | Added |
| Raffa Wealth Management, LLC | 2,000 | $23.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,430 | $39.7K | 0.04% | +3,430 | New |
| Van Eck Associates Corp | 3,587 | $42.0K | 0.00% | +3,587 | New |
| TSFG, LLC | 4,200 | $49.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,482 | $51.9K | 0.00% | +527+13.3% | Added |
| Ameritas Investment Partners, Inc. | 7,110 | $82.3K | 0.00% | +1,201+20.3% | Added |
| Amalgamated Bank | 9,165 | $106.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,587 | $111.1K | 0.00% | −586−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,468 | $121.0K | 0.00% | +398+4.0% | Added |
| LPL Financial LLC | 13,872 | $160.6K | 0.00% | +382+2.8% | Added |
| Aigen Investment Management, LP | 14,002 | $162.1K | 0.03% | −6,100−30.3% | Reduced |
| Bayesian Capital Management, LP | 14,221 | $164.7K | 0.02% | +14,221 | New |
| Quantbot Technologies LP | 14,541 | $168.4K | 0.01% | −33,402−69.7% | Reduced |
| Acadian Asset Management LLC | 14,769 | $171.0K | 0.00% | −162,015−91.6% | Reduced |
| Lazard Asset Management LLC | 15,004 | $173.0K | 0.00% | +8,424+128.0% | Added |
| California State Teachers Retirement System | 15,790 | $182.8K | 0.00% | −8,015−33.7% | Reduced |
| Stephens Inc | 17,566 | $203.4K | 0.00% | +124+0.7% | Added |
| Covey Capital Advisors, LLC | 18,480 | $214.0K | 0.30% | −5,163−21.8% | Reduced |
| SG Americas Securities, LLC | 18,996 | $220.0K | 0.00% | +18,996 | New |
| Susquehanna International Group, LLP | 19,408 | $224.7K | 0.00% | −1,644−7.8% | Reduced |
| Gotham Asset Management, LLC | 21,914 | $253.8K | 0.01% | −10,625−32.7% | Reduced |
| RBF Capital, LLC | 22,652 | $262.3K | 0.02% | −5,000−18.1% | Reduced |
| Truist Financial Corp | 22,685 | $262.7K | 0.00% | −4,575−16.8% | Reduced |
| Balyasny Asset Management LLC | 24,745 | $286.5K | 0.00% | +24,745 | New |
| Mariner, LLC | 25,610 | $296.6K | 0.00% | +25,610 | New |
| Manufacturers Life Insurance Company, The | 26,534 | $307.3K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27,170 | $314.0K | 0.01% | +4,370+19.2% | Added |
| O'Shaughnessy Asset Management, LLC | 27,177 | $314.7K | 0.00% | +27,177 | New |
| Mackenzie Financial Corp | 28,419 | $325.1K | 0.00% | +28,419 | New |
| New York State Common Retirement Fund | 29,154 | $337.6K | 0.00% | +754+2.7% | Added |
| Voloridge Investment Management, LLC | 30,928 | $358.1K | 0.00% | −8,938−22.4% | Reduced |
| Putnam Investments LLC | 31,596 | $365.9K | 0.00% | +31,596 | New |
| Mirae Asset Global Investments Co., Ltd. | 33,071 | $383.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 34,025 | $394.0K | 0.00% | +34,025 | New |
| Total Clarity Wealth Management, Inc. | 34,097 | $394.8K | 0.19% | +34,097 | New |
| ArrowMark Colorado Holdings LLC | 34,545 | $400.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 34,843 | $403.5K | 0.00% | +4,541+15.0% | Added |
| American International Group, Inc. | 35,714 | $413.6K | 0.00% | +1,270+3.7% | Added |
| MetLife Investment Management | 38,168 | $442.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 41,637 | $482.2K | 0.00% | −121,431−74.5% | Reduced |
| State Board of Administration of Florida Retirement System | 42,656 | $494.0K | 0.00% | +22,336+109.9% | Added |
| Algert Global LLC | 43,711 | $506.2K | 0.02% | +43,711 | New |
| Boston Partners | 44,158 | $511.4K | 0.00% | −383−0.9% | Reduced |
| Atom Investors LP | 44,343 | $513.5K | 0.12% | +44,343 | New |
| Two Sigma Investments, LP | 46,236 | $535.4K | 0.00% | −138,546−75.0% | Reduced |
| HSBC Holdings PLC | 50,924 | $587.7K | 0.00% | +15,088+42.1% | Added |
| Amundi | 55,612 | $597.3K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 56,202 | $650.8K | 0.48% | +56,202 | New |
| PDT Partners, LLC | 57,239 | $662.8K | 0.08% | +9,607+20.2% | Added |
| STRS Ohio | 58,100 | $672.0K | 0.00% | +7,100+13.9% | Added |
| American Century Companies Inc | 58,355 | $675.8K | 0.00% | +58,355 | New |
| Penn Capital Management Co Inc | 66,462 | $769.6K | 0.08% | +66,462 | New |
| Alliancebernstein L.P. | 73,680 | $853.2K | 0.00% | 00.0% | Unchanged |
| Privium Fund Management B.V. | 75,000 | $868.5K | 0.26% | 00.0% | Unchanged |
| Barclays PLC | 77,184 | $893.8K | 0.00% | +44,702+137.6% | Added |
| Jackson Creek Investment Advisors LLC | 79,701 | $923.0K | 0.39% | +79,701 | New |
| Martingale Asset Management L P | 97,249 | $1.13M | 0.02% | +97,249 | New |
| JPMorgan Chase & Co | 99,857 | $1.16M | 0.00% | +44,370+80.0% | Added |
| Rhumbline Advisers | 101,388 | $1.17M | 0.00% | +4,904+5.1% | Added |
| Prelude Capital Management, LLC | 102,806 | $1.19M | 0.11% | −66,342−39.2% | Reduced |
| Price T Rowe Associates Inc | 112,751 | $1.31M | 0.00% | +44,356+64.9% | Added |
| Bellecapital International Ltd. | 114,000 | $1.32M | 0.33% | 00.0% | Unchanged |
| Citadel Advisors LLC | 117,483 | $1.36M | 0.00% | −54,350−31.6% | Reduced |
| Wells Fargo & Company | 118,038 | $1.37M | 0.00% | −18,171−13.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 118,794 | $1.38M | 0.00% | +118,794 | New |
| UBS Group AG | 129,699 | $1.50M | 0.00% | −10,549−7.5% | Reduced |
| Goldman Sachs Group Inc | 130,149 | $1.51M | 0.00% | −10,928−7.7% | Reduced |
| Russell Investments Group, Ltd. | 132,347 | $1.53M | 0.00% | −614−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 133,162 | $1.55M | 0.00% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 139,224 | $1.61M | 1.73% | −1,331−0.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 164,109 | $1.90M | 0.17% | +164,109 | New |
| Allspring Global Investments Holdings, LLC | 172,248 | $1.99M | 0.00% | +172,248 | New |
| Kempen Capital Management N.V. | 178,600 | $2.07M | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 185,152 | $2.14M | 0.00% | −1,678−0.9% | Reduced |
| EVR Research LP | 205,931 | $2.38M | 0.63% | +205,931 | New |
| Tudor Investment Corp Et Al | 226,976 | $2.63M | 0.04% | +89,807+65.5% | Added |
| Morgan Stanley | 238,281 | $2.76M | 0.00% | −32,175−11.9% | Reduced |
| Bank of New York Mellon Corp | 253,885 | $2.94M | 0.00% | +33,228+15.1% | Added |
| Voya Investment Management LLC | 299,472 | $3.47M | 0.00% | +271,062+954.1% | Added |
| Shah Capital Management | 307,065 | $3.56M | 0.84% | −78,004−20.3% | Reduced |
| Strategic Global Advisors, LLC | 315,501 | $3.65M | 0.61% | +315,501 | New |
| Empowered Funds, LLC | 321,959 | $3.73M | 0.11% | +321,959 | New |
| Lombard Odier Asset Management (Europe) Ltd | 331,235 | $3.84M | 0.20% | −25,599−7.2% | Reduced |
| Davy Global Fund Management Ltd | 361,759 | $4.19M | 0.86% | +185,287+105.0% | Added |
| Vanguard Group Inc | 367,590 | $4.26M | 0.00% | +26,363+7.7% | Added |
| Man Group plc | – | $4.26M | 0.01% | – | – |
| Alta Fox Capital Management, LLC | 399,249 | $4.62M | 5.07% | −50,000−11.1% | Reduced |
| TCW Group Inc | 404,899 | $4.69M | 0.06% | +84,144+26.2% | Added |
| Royal Bank of Canada | 433,752 | $5.02M | 0.00% | −13,036−2.9% | Reduced |
| Northern Trust Corp | 469,200 | $5.43M | 0.00% | −4,986−1.1% | Reduced |
| Bank of America Corp | 542,546 | $6.28M | 0.00% | −110,050−16.9% | Reduced |