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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 31,730 | $429.6K | 0.00% | −22,195−41.2% | Reduced |
| Optimize Financial Inc | 29,862 | $404.3K | 0.30% | +29,862 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,461 | $398.9K | 0.01% | +5,335+22.1% | Added |
| Waterfront Wealth Inc. | 28,531 | $386.3K | 0.09% | +28,531 | New |
| STRS Ohio | 28,000 | $379.1K | 0.00% | −1,800−6.0% | Reduced |
| State of Wyoming | 27,428 | $371.4K | 0.05% | +23,403+581.4% | Added |
| Segall Bryant & Hamill, LLC | 26,851 | $363.6K | 0.01% | +26,851 | New |
| Manufacturers Life Insurance Company, The | 26,577 | $359.9K | 0.00% | −282−1.0% | Reduced |
| Natixis Advisors, L.P. | 25,377 | $344.0K | 0.00% | +25,377 | New |
| Sterling Capital Management LLC | 24,378 | $330.1K | 0.00% | +2,138+9.6% | Added |
| Seizert Capital Partners, LLC | 23,803 | $322.3K | 0.01% | +4,705+24.6% | Added |
| XTX Topco Ltd | 23,629 | $319.9K | 0.03% | +23,629 | New |
| Gotham Asset Management, LLC | 22,410 | $303.4K | 0.00% | +6,166+38.0% | Added |
| Foster & Motley Inc | 22,405 | $303.0K | 0.02% | +2,059+10.1% | 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 |
| ProShare Advisors LLC | 21,137 | $286.2K | 0.00% | +6,954+49.0% | Added |
| RBF Capital, LLC | 22,652 | $277.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 20,470 | $277.2K | 0.00% | +3,493+20.6% | Added |
| Cornercap Investment Counsel Inc | 20,431 | $276.6K | 0.09% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,328 | $275.2K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 20,259 | $274.3K | 0.01% | +20,259 | New |
| Algert Global LLC | 19,991 | $270.7K | 0.01% | +360+1.8% | Added |
| Jump Financial, LLC | 19,446 | $263.3K | 0.01% | −52,046−72.8% | Reduced |
| The PNC Financial Services Group, Inc. | 19,183 | $259.7K | 0.00% | −253−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 18,376 | $248.8K | 0.00% | −2,882−13.6% | Reduced |
| Amiral Gestion | 18,180 | $244.8K | 0.15% | +18,180 | New |
| Mariner, LLC | 16,961 | $229.6K | 0.00% | −779−4.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,727 | $226.5K | 0.00% | +16,727 | New |
| Bokf, NA | 18,041 | $222.1K | 0.00% | +1,685+10.3% | Added |
| Mackenzie Financial Corp | 16,184 | $219.1K | 0.00% | −1,063−6.2% | Reduced |
| DekaBank Deutsche Girozentrale | 18,520 | $218.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 15,177 | $205.5K | 0.00% | −4,632−23.4% | Reduced |
| Ritholtz Wealth Management | 15,093 | $204.4K | 0.01% | −145−1.0% | Reduced |
| Atom Investors LP | 14,696 | $199.0K | 0.02% | −1,415−8.8% | Reduced |
| Massachusetts Financial Services Co | 14,692 | $198.9K | 0.00% | +14,692 | New |
| Prudential Financial Inc | 13,230 | $194.9K | 0.00% | +13,230 | New |
| NewEdge Wealth, LLC | 13,930 | $188.6K | 0.00% | +13,930 | New |
| Creative Planning | 13,811 | $187.0K | 0.00% | +13,811 | New |
| Dynamic Technology Lab Private Ltd | 13,527 | $183.0K | 0.03% | +13,527 | New |
| Penserra Capital Management LLC | 13,478 | $182.0K | 0.00% | −18,584−58.0% | Reduced |
| Stephens Inc | 12,867 | $174.2K | 0.00% | −5,321−29.3% | Reduced |
| Yorktown Management & Research Co Inc | 12,600 | $170.6K | 0.16% | 00.0% | Unchanged |
| Legato Capital Management LLC | 11,861 | $160.6K | 0.02% | +11,861 | New |
| Legal & General Group Plc | 11,505 | $155.7K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 11,025 | $149.3K | 0.00% | −2,430−18.1% | Reduced |
| SG Americas Securities, LLC | 7,814 | $106.0K | 0.00% | −40,682−83.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,110 | $96.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,497 | $74.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,364 | $73.1K | 0.00% | +5,111+2,020.2% | Added |
| CWM, LLC | 5,050 | $68.0K | 0.00% | +883+21.2% | Added |
| TSFG, LLC | 4,900 | $66.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 4,328 | $58.6K | 0.02% | +4,328 | New |
| R Squared Ltd | 4,020 | $54.4K | 0.05% | +4,020 | New |
| Virtus Fund Advisers, LLC | 3,043 | $41.2K | 0.13% | +105+3.6% | Added |
| Quantbot Technologies LP | 2,894 | $39.2K | 0.00% | −53,630−94.9% | Reduced |
| Amalgamated Bank | 2,413 | $33.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,378 | $32.2K | 0.00% | −17−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,422 | $19.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,385 | $18.8K | 0.00% | −4,860−77.8% | Reduced |
| SBI Securities Co., Ltd. | 1,063 | $14.4K | 0.00% | +1,063 | New |
| Global Retirement Partners, LLC | 969 | $13.1K | 0.00% | +969 | New |
| Bell Investment Advisors, Inc | 613 | $8.30K | 0.00% | −143−18.9% | Reduced |
| Quadrant Capital Group LLC | 542 | $7.34K | 0.00% | +542 | New |
| Lazard Asset Management LLC | 537 | $7.00K | 0.00% | −232,039−99.8% | Reduced |
| Simplex Trading, LLC | 575 | $7.00K | 0.00% | +575 | New |
| GAMMA Investing LLC | 408 | $5.52K | 0.00% | −115−22.0% | Reduced |
| Spire Wealth Management | 400 | $5.42K | 0.00% | +400 | New |
| First Horizon Advisors, Inc. | 288 | $3.90K | 0.00% | +17+6.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 285 | $3.86K | 0.00% | +285 | New |
| CIBC Private Wealth Group, LLC | 244 | $3.11K | 0.00% | −22−8.3% | Reduced |
| WealthCollab, LLC | 224 | $3.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 234 | $3.00K | 0.00% | +37+18.8% | Added |
| Massmutual Trust Co FSB | 213 | $2.88K | 0.00% | +213 | New |
| Aster Capital Management (DIFC) Ltd | 200 | $2.71K | 0.00% | −557−73.6% | Reduced |
| Advisors Asset Management, Inc. | 197 | $2.67K | 0.00% | +111+129.1% | Added |
| SRS Capital Advisors, Inc. | 172 | $2.33K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 163 | $2.21K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 138 | $1.87K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 116 | $1.57K | 0.00% | −10−7.9% | Reduced |
| Private Trust Co NA | 115 | $1.56K | 0.00% | +115 | New |
| Signaturefd, LLC | 106 | $1.44K | 0.00% | +106 | New |
| Jones Financial Companies LLLP | 90 | $1.22K | 0.00% | −1−1.1% | Reduced |
| Picton Mahoney Asset Management | 71 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 0 | $95 | 0.00% | 0 | New |
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −200,138−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −179,860−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −143,874−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −101,485−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −68,547−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −38,912−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −37,544−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −34,077−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −32,135−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −28,524−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −28,524−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,673−100.0% | Sold out |