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, Q4 2023
Institutional positions in Dole plc as of Dec 31, 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
- 150
- +34 vs. Q3 2023
- Shares held
- 51.7M
- +11.8M (+29.6%) vs. Q3 2023
- Total value
- $642.5M
- +$176.4M (+37.9%) vs. Q3 2023
- New holders
- 45
- 51 more added
- Sold out
- 11
- 37 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Dole plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RBF Capital, LLC | 22,652 | $278.4K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 21,975 | $270.1K | 0.00% | −710−3.1% | Reduced |
| Penserra Capital Management LLC | 20,470 | $251.0K | 0.00% | −6,700−24.7% | Reduced |
| Mackenzie Financial Corp | 19,932 | $245.0K | 0.00% | −8,487−29.9% | Reduced |
| XTX Topco Ltd | 19,426 | $238.7K | 0.05% | +19,426 | New |
| Point72 Asset Management, L.P. | 19,200 | $236.0K | 0.00% | +19,200 | New |
| State of Tennessee, Treasury Department | 17,835 | $219.2K | 0.00% | +17,835 | New |
| Covey Capital Advisors, LLC | 17,510 | $215.2K | 0.27% | −970−5.2% | Reduced |
| Stephens Inc | 16,695 | $205.2K | 0.00% | −871−5.0% | Reduced |
| Prudential Financial Inc | 16,350 | $200.9K | 0.00% | +16,350 | New |
| Trexquant Investment LP | 15,980 | $196.4K | 0.00% | +15,980 | New |
| Dynamic Technology Lab Private Ltd | 15,954 | $196.0K | 0.02% | +15,954 | New |
| Legal & General Group Plc | 15,472 | $190.1K | 0.00% | +5,885+61.4% | Added |
| Counterpoint Mutual Funds LLC | 14,657 | $180.1K | 0.07% | +14,657 | New |
| Axq Capital, LP | 13,539 | $166.4K | 0.04% | +13,539 | New |
| Tower Research Capital LLC (TRC) | 13,362 | $164.2K | 0.00% | +11,643+677.3% | Added |
| Boston Partners | 12,879 | $158.3K | 0.00% | −31,279−70.8% | Reduced |
| Jane Street Group, LLC | 12,731 | $156.5K | 0.00% | +12,731 | New |
| Lazard Asset Management LLC | 12,617 | $154.0K | 0.00% | −2,387−15.9% | Reduced |
| Brinker Capital Investments, LLC | 11,738 | $147.1K | 0.00% | +11,738 | New |
| Orion Portfolio Solutions, LLC | 11,738 | $147.1K | 0.00% | +11,738 | New |
| Chesapeake Capital Corp | 11,863 | $145.8K | 0.11% | +11,863 | New |
| ProShare Advisors LLC | 11,845 | $145.6K | 0.00% | +11,845 | New |
| Citigroup Inc | 11,826 | $145.3K | 0.00% | +10,814+1,068.6% | Added |
| California State Teachers Retirement System | 11,779 | $144.8K | 0.00% | −4,011−25.4% | Reduced |
| Voloridge Investment Management, LLC | 11,636 | $143.0K | 0.00% | −19,292−62.4% | Reduced |
| Veriti Management LLC | 11,410 | $140.2K | 0.01% | +11,410 | New |
| Bayesian Capital Management, LP | 11,212 | $137.8K | 0.01% | −3,009−21.2% | Reduced |
| MQS Management LLC | 11,039 | $135.7K | 0.08% | +11,039 | New |
| Cambridge Investment Research Advisors, Inc. | 10,645 | $131.0K | 0.00% | +177+1.7% | Added |
| Amalgamated Bank | 8,447 | $104.0K | 0.00% | −718−7.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,110 | $87.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,482 | $55.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4,337 | $53.3K | 0.01% | +4,337 | New |
| TSFG, LLC | 4,200 | $52.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,677 | $45.2K | 0.03% | +247+7.2% | Added |
| Quarry LP | 3,473 | $42.7K | 0.02% | +3,473 | New |
| Van Eck Associates Corp | 3,440 | $42.0K | 0.00% | −147−4.1% | Reduced |
| Group One Trading, L.P. | 2,748 | $33.8K | 0.00% | +2,748 | New |
| Raffa Wealth Management, LLC | 2,000 | $24.6K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,506 | $18.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 871 | $10.7K | 0.00% | +570+189.4% | Added |
| Principal Securities, Inc. | 223 | $2.74K | 0.00% | +223 | New |
| Covestor Ltd | 167 | $2.00K | 0.00% | −4−2.3% | Reduced |
| Frazier Financial Advisors, LLC | 92 | $1.13K | 0.00% | +92 | New |
| Advisor Group Holdings, Inc. | 68 | $831 | 0.00% | −992−93.6% | Reduced |
| Massmutual Trust Co FSB | 60 | $737 | 0.00% | +60 | New |
| First Horizon Advisors, Inc. | 51 | $626 | 0.00% | +51 | New |
| Nisa Investment Advisors, LLC | 36 | $442 | 0.00% | −1,084−96.8% | Reduced |
| GAMMA Investing LLC | 25 | $282 | 0.00% | +25 | New |
| Western Standard LLC | 0 | $0 | 0.00% | −776,106−100.0% | Sold out |
| Alta Fox Capital Management, LLC | 0 | $0 | 0.00% | −399,249−100.0% | Sold out |
| EVR Research LP | 0 | $0 | 0.00% | −205,931−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −178,600−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −66,462−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,996−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,002−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −13,872−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |