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 2025
Institutional positions in Dole plc as of Dec 31, 2025. 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
- 210
- +19 vs. Q3 2025
- Shares held
- 66.3M
- +1.18M (+1.8%) vs. Q3 2025
- Total value
- $994.4M
- +$118.8M (+13.6%) vs. Q3 2025
- New holders
- 46
- 77 more added
- Sold out
- 27
- 66 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Dole plc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ulland Investment Advisors, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $15 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 5 | $75 | 0.00% | −212−97.7% | Reduced |
| National Bank of Canada | 7 | $105 | 0.00% | −993−99.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $151 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 14 | $210 | 0.00% | +3+27.3% | Added |
| CBIZ Investment Advisory Services, LLC | 26 | $394 | 0.00% | +26 | New |
| MAI Capital Management | 27 | $405 | 0.00% | +27 | New |
| Rothschild Investment LLC | 47 | $705 | 0.00% | +47 | New |
| UMA Financial Services, Inc. | 58 | $870 | 0.00% | +58 | New |
| Covestor Ltd | 89 | $1.00K | 0.00% | −7−7.3% | Reduced |
| Picton Mahoney Asset Management | 71 | $1.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 75 | $1.12K | 0.00% | +75 | New |
| Assetmark, Inc | 84 | $1.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 84 | $1.26K | 0.00% | −14−14.3% | Reduced |
| SRS Capital Advisors, Inc. | 106 | $1.59K | 0.00% | −1,131−91.4% | Reduced |
| CIBC Private Wealth Group, LLC | 106 | $1.59K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 130 | $1.95K | 0.00% | −81−38.4% | Reduced |
| GWM Advisors LLC | 163 | $2.44K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 192 | $2.88K | 0.00% | −20,775−99.1% | Reduced |
| Essential Partners LLC | 196 | $2.94K | 0.00% | +108+122.7% | Added |
| Wealth Preservation Advisors, LLC | 201 | $3.01K | 0.00% | +201 | New |
| Stone House Investment Management, LLC | 211 | $3.16K | 0.00% | +211 | New |
| WealthCollab, LLC | 224 | $3.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 227 | $3.40K | 0.00% | +1+0.4% | Added |
| Massmutual Trust Co FSB | 306 | $4.59K | 0.00% | −16−5.0% | Reduced |
| Los Angeles Capital Management LLC | 419 | $5.38K | 0.00% | +419 | New |
| UBS Asset Management Americas Inc | 401 | $6.01K | 0.00% | +401 | New |
| IFP Advisors, Inc | 443 | $6.64K | 0.00% | +393+786.0% | Added |
| Eastern Bank | 714 | $10.7K | 0.00% | +714 | New |
| Quarry LP | 789 | $11.8K | 0.00% | −3,822−82.9% | Reduced |
| Nisa Investment Advisors, LLC | 909 | $13.7K | 0.00% | +577+173.8% | Added |
| Harbor Capital Advisors, Inc. | 903 | $14.0K | 0.00% | −15−1.6% | Reduced |
| Jones Financial Companies LLLP | 983 | $14.7K | 0.00% | +388+65.2% | Added |
| Ritter Daniher Financial Advisory LLC | 1,000 | $15.0K | 0.00% | +1,000 | New |
| Bell Investment Advisors, Inc | 1,137 | $17.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,188 | $17.8K | 0.00% | +655+122.9% | Added |
| Keating Financial Advisory Services, Inc. | 1,203 | $18.0K | 0.00% | +1,203 | New |
| Quadrant Capital Group LLC | 1,281 | $19.2K | 0.00% | −2,157−62.7% | Reduced |
| Smartleaf Asset Management LLC | 1,385 | $20.7K | 0.00% | +1,385 | New |
| Versant Capital Management, Inc | 1,402 | $21.0K | 0.00% | +1,402 | New |
| Virtus ETF Advisers LLC | 1,490 | $22.3K | 0.01% | −2,938−66.4% | Reduced |
| SBI Securities Co., Ltd. | 1,580 | $23.7K | 0.00% | +75+5.0% | Added |
| Signaturefd, LLC | 1,680 | $25.2K | 0.00% | +1,101+190.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,884 | $28.2K | 0.00% | +1,884 | New |
| Amalgamated Bank | 2,596 | $39.0K | 0.00% | −3−0.1% | Reduced |
| V-Square Quantitative Management LLC | 3,560 | $53.4K | 0.01% | +3,560 | New |
| Westfuller Advisors, LLC | 3,560 | $53.7K | 0.02% | −40−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,645 | $54.6K | 0.00% | −1,209−24.9% | Reduced |
| State of Alaska, Department of Revenue | 3,775 | $56.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,840 | $57.6K | 0.03% | +3,840 | New |
| Banque Cantonale Vaudoise | 4,100 | $61.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,403 | $66.0K | 0.00% | +4,403 | New |
| Advisor Group Holdings, Inc. | 4,457 | $66.8K | 0.00% | +3,148+240.5% | Added |
| Sterling Capital Management LLC | 4,763 | $71.4K | 0.00% | −22,080−82.3% | Reduced |
| TSFG, LLC | 4,900 | $73.0K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,087 | $76.3K | 0.00% | +943+22.8% | Added |
| FMR LLC | 6,125 | $91.8K | 0.00% | +4,157+211.2% | Added |
| Larson Financial Group LLC | 6,279 | $94.1K | 0.00% | +5,715+1,013.3% | Added |
| CoreCap Advisors, LLC | 6,704 | $100.5K | 0.00% | +6,704 | New |
| Ameritas Investment Partners, Inc. | 6,707 | $100.5K | 0.00% | +812+13.8% | Added |
| Citigroup Inc | 7,355 | $110.3K | 0.00% | −8,488−53.6% | Reduced |
| Leonteq Securities AG | 7,600 | $113.9K | 0.01% | +7,600 | New |
| Ascent Group, LLC | 10,403 | $155.9K | 0.01% | +10,403 | New |
| Phillips Wealth Planners LLC | 10,571 | $159.7K | 0.13% | +10,571 | New |
| PharVision Advisers, LLC | 11,683 | $175.1K | 0.09% | +11,683 | New |
| LPL Financial LLC | 11,722 | $175.7K | 0.00% | +11,722 | New |
| CWM, LLC | 11,956 | $179.0K | 0.00% | +1,855+18.4% | Added |
| Cetera Investment Advisers | 11,948 | $179.1K | 0.00% | +1,761+17.3% | Added |
| SmartHarvest Portfolios, LLC | 11,968 | $179.4K | 0.06% | +11,968 | New |
| Merit Financial Group, LLC | 12,610 | $189.0K | 0.00% | +12,610 | New |
| Axq Capital, LP | 12,855 | $192.7K | 0.04% | +12,855 | New |
| Wealth Enhancement Advisory Services, LLC | 13,745 | $192.7K | 0.00% | +13,745 | New |
| JustInvest LLC | 13,161 | $197.3K | 0.00% | +13,161 | New |
| Mackenzie Financial Corp | 13,462 | $200.6K | 0.00% | +1,314+10.8% | Added |
| Bank of Montreal | 13,603 | $203.9K | 0.00% | +13,603 | New |
| Ritholtz Wealth Management | 13,712 | $205.6K | 0.00% | −325−2.3% | Reduced |
| HSBC Holdings PLC | 14,101 | $210.8K | 0.00% | −27,927−66.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,212 | $213.0K | 0.00% | −19,393−57.7% | Reduced |
| STRS Ohio | 14,500 | $217.4K | 0.00% | +14,500 | New |
| Tudor Investment Corp Et Al | 14,604 | $218.9K | 0.00% | −318,005−95.6% | Reduced |
| ProShare Advisors LLC | 15,102 | $226.4K | 0.00% | +3,037+25.2% | Added |
| Seizert Capital Partners, LLC | 16,268 | $243.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,409 | $246.0K | 0.00% | +753+4.8% | Added |
| Aigen Investment Management, LP | 16,409 | $246.0K | 0.06% | +16,409 | New |
| DekaBank Deutsche Girozentrale | 18,520 | $250.0K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 18,101 | $271.3K | 0.00% | +18,101 | New |
| Amiral Gestion | 18,180 | $272.5K | 0.10% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,686 | $280.1K | 0.00% | +18,686 | New |
| Susquehanna International Group, LLP | 18,901 | $283.3K | 0.00% | +8,572+83.0% | Added |
| Counterpoint Mutual Funds LLC | 19,665 | $294.8K | 0.02% | +19,665 | New |
| O'Shaughnessy Asset Management, LLC | 21,569 | $323.3K | 0.00% | −4,813−18.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,639 | $324.4K | 0.00% | +2,448+12.8% | Added |
| Inscription Capital, LLC | 21,701 | $325.3K | 0.03% | −1,199−5.2% | Reduced |
| Plan A Wealth LLC | 22,633 | $339.3K | 0.17% | +4,633+25.7% | Added |
| Mariner, LLC | 23,317 | $349.5K | 0.00% | +4,964+27.0% | Added |
| Ieq Capital, LLC | 24,661 | $369.7K | 0.00% | +2,924+13.5% | Added |
| PCM Encore, LLC | 24,719 | $370.5K | 0.08% | +24,719 | New |
| Legal & General Group Plc | 24,917 | $373.8K | 0.00% | +5,425+27.8% | Added |