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 2024
Institutional positions in Dole plc as of Dec 31, 2024. 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
- 188
- +8 vs. Q3 2024
- Shares held
- 54.6M
- −882.3K (−1.6%) vs. Q3 2024
- Total value
- $739.1M
- −$164.2M (−18.2%) vs. Q3 2024
- New holders
- 33
- 62 more added
- Sold out
- 25
- 69 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Dole plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $95 | 0.00% | 0 | New |
| Legacy Investment Solutions, LLC | 10 | $136 | 0.00% | −1,850−99.5% | Reduced |
| Legacy Wealth Managment, LLC | 10 | $136 | 0.00% | −1,850−99.5% | Reduced |
| Picton Mahoney Asset Management | 71 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 90 | $1.22K | 0.00% | −1−1.1% | Reduced |
| Signaturefd, LLC | 106 | $1.44K | 0.00% | +106 | New |
| Private Trust Co NA | 115 | $1.56K | 0.00% | +115 | New |
| Principal Securities, Inc. | 116 | $1.57K | 0.00% | −10−7.9% | Reduced |
| Creekmur Asset Management LLC | 138 | $1.87K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 163 | $2.21K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 172 | $2.33K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 197 | $2.67K | 0.00% | +111+129.1% | Added |
| Aster Capital Management (DIFC) Ltd | 200 | $2.71K | 0.00% | −557−73.6% | Reduced |
| Massmutual Trust Co FSB | 213 | $2.88K | 0.00% | +213 | New |
| Covestor Ltd | 234 | $3.00K | 0.00% | +37+18.8% | Added |
| WealthCollab, LLC | 224 | $3.03K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 244 | $3.11K | 0.00% | −22−8.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 285 | $3.86K | 0.00% | +285 | New |
| First Horizon Advisors, Inc. | 288 | $3.90K | 0.00% | +17+6.3% | Added |
| Spire Wealth Management | 400 | $5.42K | 0.00% | +400 | New |
| GAMMA Investing LLC | 408 | $5.52K | 0.00% | −115−22.0% | Reduced |
| Lazard Asset Management LLC | 537 | $7.00K | 0.00% | −232,039−99.8% | Reduced |
| Simplex Trading, LLC | 575 | $7.00K | 0.00% | +575 | New |
| Quadrant Capital Group LLC | 542 | $7.34K | 0.00% | +542 | New |
| Bell Investment Advisors, Inc | 613 | $8.30K | 0.00% | −143−18.9% | Reduced |
| Global Retirement Partners, LLC | 969 | $13.1K | 0.00% | +969 | New |
| SBI Securities Co., Ltd. | 1,063 | $14.4K | 0.00% | +1,063 | New |
| Tower Research Capital LLC (TRC) | 1,385 | $18.8K | 0.00% | −4,860−77.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,422 | $19.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,378 | $32.2K | 0.00% | −17−0.7% | Reduced |
| Amalgamated Bank | 2,413 | $33.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,894 | $39.2K | 0.00% | −53,630−94.9% | Reduced |
| Virtus Fund Advisers, LLC | 3,043 | $41.2K | 0.13% | +105+3.6% | Added |
| R Squared Ltd | 4,020 | $54.4K | 0.05% | +4,020 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 4,328 | $58.6K | 0.02% | +4,328 | New |
| TSFG, LLC | 4,900 | $66.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,050 | $68.0K | 0.00% | +883+21.2% | Added |
| Nisa Investment Advisors, LLC | 5,364 | $73.1K | 0.00% | +5,111+2,020.2% | Added |
| California State Teachers Retirement System | 5,497 | $74.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,110 | $96.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,814 | $106.0K | 0.00% | −40,682−83.9% | Reduced |
| JustInvest LLC | 11,025 | $149.3K | 0.00% | −2,430−18.1% | Reduced |
| Legal & General Group Plc | 11,505 | $155.7K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 11,861 | $160.6K | 0.02% | +11,861 | New |
| Yorktown Management & Research Co Inc | 12,600 | $170.6K | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 12,867 | $174.2K | 0.00% | −5,321−29.3% | Reduced |
| Penserra Capital Management LLC | 13,478 | $182.0K | 0.00% | −18,584−58.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,527 | $183.0K | 0.03% | +13,527 | New |
| Creative Planning | 13,811 | $187.0K | 0.00% | +13,811 | New |
| NewEdge Wealth, LLC | 13,930 | $188.6K | 0.00% | +13,930 | New |
| Prudential Financial Inc | 13,230 | $194.9K | 0.00% | +13,230 | New |
| Massachusetts Financial Services Co | 14,692 | $198.9K | 0.00% | +14,692 | New |
| Atom Investors LP | 14,696 | $199.0K | 0.02% | −1,415−8.8% | Reduced |
| Ritholtz Wealth Management | 15,093 | $204.4K | 0.01% | −145−1.0% | Reduced |
| Ethic Inc. | 15,177 | $205.5K | 0.00% | −4,632−23.4% | Reduced |
| DekaBank Deutsche Girozentrale | 18,520 | $218.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 16,184 | $219.1K | 0.00% | −1,063−6.2% | Reduced |
| Bokf, NA | 18,041 | $222.1K | 0.00% | +1,685+10.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,727 | $226.5K | 0.00% | +16,727 | New |
| Mariner, LLC | 16,961 | $229.6K | 0.00% | −779−4.4% | Reduced |
| Amiral Gestion | 18,180 | $244.8K | 0.15% | +18,180 | New |
| State of New Jersey Common Pension Fund D | 18,376 | $248.8K | 0.00% | −2,882−13.6% | Reduced |
| The PNC Financial Services Group, Inc. | 19,183 | $259.7K | 0.00% | −253−1.3% | Reduced |
| Jump Financial, LLC | 19,446 | $263.3K | 0.01% | −52,046−72.8% | Reduced |
| Algert Global LLC | 19,991 | $270.7K | 0.01% | +360+1.8% | Added |
| Centiva Capital, LP | 20,259 | $274.3K | 0.01% | +20,259 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,328 | $275.2K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 20,431 | $276.6K | 0.09% | 00.0% | Unchanged |
| US Bancorp | 20,470 | $277.2K | 0.00% | +3,493+20.6% | Added |
| RBF Capital, LLC | 22,652 | $277.3K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 21,137 | $286.2K | 0.00% | +6,954+49.0% | Added |
| Brinker Capital Investments, LLC | 21,208 | $287.2K | 0.00% | +1,208+6.0% | Added |
| Orion Portfolio Solutions, LLC | 21,208 | $287.2K | 0.00% | +1,208+6.0% | Added |
| Foster & Motley Inc | 22,405 | $303.0K | 0.02% | +2,059+10.1% | Added |
| Gotham Asset Management, LLC | 22,410 | $303.4K | 0.00% | +6,166+38.0% | Added |
| XTX Topco Ltd | 23,629 | $319.9K | 0.03% | +23,629 | New |
| Seizert Capital Partners, LLC | 23,803 | $322.3K | 0.01% | +4,705+24.6% | Added |
| Sterling Capital Management LLC | 24,378 | $330.1K | 0.00% | +2,138+9.6% | Added |
| Natixis Advisors, L.P. | 25,377 | $344.0K | 0.00% | +25,377 | New |
| Manufacturers Life Insurance Company, The | 26,577 | $359.9K | 0.00% | −282−1.0% | Reduced |
| Segall Bryant & Hamill, LLC | 26,851 | $363.6K | 0.01% | +26,851 | New |
| State of Wyoming | 27,428 | $371.4K | 0.05% | +23,403+581.4% | Added |
| STRS Ohio | 28,000 | $379.1K | 0.00% | −1,800−6.0% | Reduced |
| Waterfront Wealth Inc. | 28,531 | $386.3K | 0.09% | +28,531 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,461 | $398.9K | 0.01% | +5,335+22.1% | Added |
| Optimize Financial Inc | 29,862 | $404.3K | 0.30% | +29,862 | New |
| Verition Fund Management LLC | 31,730 | $429.6K | 0.00% | −22,195−41.2% | Reduced |
| Susquehanna International Group, LLP | 32,279 | $437.1K | 0.00% | +32,279 | New |
| Harbor Capital Advisors, Inc. | 34,480 | $467.0K | 0.02% | +7,087+25.9% | Added |
| ArrowMark Colorado Holdings LLC | 34,545 | $467.7K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 35,193 | $476.5K | 0.00% | +2,452+7.5% | Added |
| Corebridge Financial, Inc. | 37,315 | $505.2K | 0.00% | −2,816−7.0% | Reduced |
| AQR Capital Management LLC | 37,892 | $513.1K | 0.00% | +1,842+5.1% | Added |
| Jennison Associates LLC | 38,905 | $526.8K | 0.00% | +38,905 | New |
| Nebula Research & Development LLC | 39,419 | $533.7K | 0.06% | −72,496−64.8% | Reduced |
| Magnetar Financial LLC | 39,945 | $540.9K | 0.01% | +19,639+96.7% | Added |
| D. E. Shaw & Co., Inc. | 40,286 | $545.5K | 0.00% | −56,750−58.5% | Reduced |
| Integrated Quantitative Investments LLC | 41,700 | $564.6K | 0.28% | +41,700 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 42,714 | $578.3K | 0.00% | +1,443+3.5% | Added |