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, Q1 2026
Institutional positions in Dole plc as of Mar 31, 2026. 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
- 216
- +8 vs. Q4 2025
- Shares held
- 67.8M
- +2.25M (+3.4%) vs. Q4 2025
- Total value
- $969.2M
- −$13.5M (−1.4%) vs. Q4 2025
- New holders
- 32
- 83 more added
- Sold out
- 24
- 73 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Dole plc; share changes are against Q4 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 | $14 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $143 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $314 | 0.00% | +8+57.1% | Added |
| CBIZ Investment Advisory Services, LLC | 26 | $376 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 29 | $414 | 0.00% | +29 | New |
| Golden State Equity Partners | 50 | $714 | 0.00% | +50 | New |
| Advisors Asset Management, Inc. | 53 | $757 | 0.00% | −77−59.2% | Reduced |
| UMA Financial Services, Inc. | 58 | $829 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 97 | $1.00K | 0.00% | +8+9.0% | Added |
| Picton Mahoney Asset Management | 71 | $1.01K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 73 | $1.04K | 0.00% | +73 | New |
| Rothschild Investment LLC | 74 | $1.06K | 0.00% | +27+57.4% | Added |
| Assetmark, Inc | 84 | $1.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 84 | $1.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 106 | $1.51K | 0.00% | +31+41.3% | Added |
| Mather Group, LLC. | 145 | $2.07K | 0.00% | +145 | New |
| Aster Capital Management (DIFC) Ltd | 150 | $2.17K | 0.00% | −3,690−96.1% | Reduced |
| Root Financial Partners, LLC | 158 | $2.26K | 0.00% | +158 | New |
| GWM Advisors LLC | 163 | $2.33K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 211 | $3.02K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 213 | $3.04K | 0.00% | +17+8.7% | Added |
| MAI Capital Management | 220 | $3.14K | 0.00% | +193+714.8% | Added |
| WealthCollab, LLC | 224 | $3.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 306 | $4.37K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $5.50K | 0.00% | +158+69.6% | Added |
| Quarry LP | 390 | $5.57K | 0.00% | −399−50.6% | Reduced |
| IFP Advisors, Inc | 444 | $6.34K | 0.00% | +1+0.2% | Added |
| Eastern Bank | 714 | $10.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 874 | $12.5K | 0.00% | +874 | New |
| Nisa Investment Advisors, LLC | 909 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,020 | $15.0K | 0.00% | +37+3.8% | Added |
| Keating Financial Advisory Services, Inc. | 1,207 | $17.2K | 0.00% | +4+0.3% | Added |
| UBS Asset Management Americas Inc | 1,247 | $17.8K | 0.00% | +846+211.0% | Added |
| Smartleaf Asset Management LLC | 1,375 | $19.8K | 0.00% | −10−0.7% | Reduced |
| GAMMA Investing LLC | 1,440 | $20.6K | 0.00% | +252+21.2% | Added |
| SBI Securities Co., Ltd. | 1,575 | $22.5K | 0.00% | −5−0.3% | Reduced |
| Group One Trading, L.P. | 1,875 | $26.8K | 0.00% | +1,875 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,965 | $28.1K | 0.00% | +81+4.3% | Added |
| Nomura Asset Management Co Ltd | 2,000 | $28.6K | 0.00% | +2,000 | New |
| Signaturefd, LLC | 2,109 | $30.1K | 0.00% | +429+25.5% | Added |
| Sterling Capital Management LLC | 2,224 | $31.8K | 0.00% | −2,539−53.3% | Reduced |
| Quadrant Capital Group LLC | 2,309 | $33.0K | 0.00% | +1,028+80.2% | Added |
| FMR LLC | 3,016 | $43.1K | 0.00% | −3,109−50.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,206 | $45.8K | 0.00% | −439−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,276 | $46.8K | 0.00% | −1,181−26.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,510 | $50.2K | 0.00% | −893−20.3% | Reduced |
| V-Square Quantitative Management LLC | 3,560 | $50.9K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 3,560 | $51.2K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,665 | $52.4K | 0.00% | −1,422−28.0% | Reduced |
| State of Alaska, Department of Revenue | 3,775 | $53.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,741 | $53.5K | 0.01% | +2,339+166.8% | Added |
| Simplex Trading, LLC | 4,010 | $57.3K | 0.00% | +3,818+1,988.5% | Added |
| Banque Cantonale Vaudoise | 4,100 | $59.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,363 | $62.3K | 0.01% | +4,363 | New |
| TSFG, LLC | 4,900 | $70.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,494 | $78.5K | 0.00% | −1,213−18.1% | Reduced |
| Larson Financial Group LLC | 5,791 | $82.8K | 0.00% | −488−7.8% | Reduced |
| CoreCap Advisors, LLC | 6,099 | $87.2K | 0.00% | −605−9.0% | Reduced |
| Commonwealth Equity Services, LLC | 10,111 | $144.5K | 0.00% | +10,111 | New |
| CTC Alternative Strategies, Ltd. | 10,400 | $148.6K | 0.34% | +10,400 | New |
| Ascent Group, LLC | 10,527 | $150.4K | 0.01% | +124+1.2% | Added |
| JustInvest LLC | 10,680 | $152.6K | 0.00% | −2,481−18.9% | Reduced |
| Legato Capital Management LLC | 11,761 | $168.1K | 0.02% | +11,761 | New |
| Mercer Global Advisors Inc | 11,918 | $170.3K | 0.00% | +11,918 | New |
| SmartHarvest Portfolios, LLC | 12,179 | $174.0K | 0.07% | +211+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 12,201 | $174.4K | 0.00% | +12,201 | New |
| Merit Financial Group, LLC | 12,629 | $180.5K | 0.00% | +19+0.2% | Added |
| Prudential Financial Inc | 12,720 | $181.8K | 0.00% | +12,720 | New |
| Legal & General Group Plc | 12,983 | $185.5K | 0.00% | −11,934−47.9% | Reduced |
| Los Angeles Capital Management LLC | 13,109 | $187.3K | 0.00% | +12,690+3,028.6% | Added |
| Ritholtz Wealth Management | 13,584 | $194.1K | 0.00% | −128−0.9% | Reduced |
| Quadrature Capital Ltd | 13,632 | $194.8K | 0.00% | +13,632 | New |
| Phillips Wealth Planners LLC | 13,000 | $197.7K | 0.15% | +2,429+23.0% | Added |
| LPL Financial LLC | 13,859 | $198.0K | 0.00% | +2,137+18.2% | Added |
| Catalyst Funds Management Pty Ltd | 14,224 | $203.3K | 0.03% | +14,224 | New |
| Wealth Enhancement Advisory Services, LLC | 14,121 | $205.6K | 0.00% | +376+2.7% | Added |
| STRS Ohio | 14,500 | $207.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 14,966 | $213.9K | 0.00% | −6,673−30.8% | Reduced |
| CWM, LLC | 15,072 | $215.4K | 0.00% | +3,116+26.1% | Added |
| The PNC Financial Services Group, Inc. | 16,367 | $233.9K | 0.00% | −42−0.3% | Reduced |
| Atom Investors LP | 16,999 | $242.9K | 0.02% | +16,999 | New |
| Bank of Montreal | 17,091 | $244.2K | 0.00% | +3,488+25.6% | Added |
| Bleakley Financial Group, LLC | 17,553 | $250.8K | 0.00% | −548−3.0% | Reduced |
| Savant Capital, LLC | 18,525 | $264.7K | 0.00% | −161−0.9% | Reduced |
| Ieq Capital, LLC | 18,683 | $267.0K | 0.00% | −5,978−24.2% | Reduced |
| DekaBank Deutsche Girozentrale | 18,520 | $268.0K | 0.00% | 00.0% | Unchanged |
| Amiral Gestion | 19,180 | $275.6K | 0.15% | +1,000+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 20,077 | $286.9K | 0.00% | −1,492−6.9% | Reduced |
| Manufacturers Life Insurance Company, The | 20,201 | $288.7K | 0.00% | −5,017−19.9% | Reduced |
| State Board of Administration of Florida Retirement System | 20,420 | $291.8K | 0.00% | −68,336−77.0% | Reduced |
| Polymer Capital Management (US) LLC | 21,165 | $302.4K | 0.04% | −3,910−15.6% | Reduced |
| Inscription Capital, LLC | 21,701 | $310.1K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 21,759 | $311.0K | 0.00% | −1,558−6.7% | Reduced |
| Quantbot Technologies LP | 21,867 | $312.5K | 0.01% | −81,963−78.9% | Reduced |
| Glenmede Trust Co NA | 22,080 | $315.5K | 0.00% | +22,080 | New |
| Seizert Capital Partners, LLC | 24,174 | $345.4K | 0.02% | +7,906+48.6% | Added |
| Tudor Investment Corp Et Al | 24,589 | $351.4K | 0.00% | +9,985+68.4% | Added |