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, Q2 2026
Institutional positions in Dole plc as of Jun 30, 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
- 211
- −2 vs. Q1 2026
- Shares held
- 68.6M
- +858.0K (+1.3%) vs. Q1 2026
- Total value
- $942.1M
- −$26.6M (−2.7%) vs. Q1 2026
- New holders
- 37
- 83 more added
- Sold out
- 39
- 66 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Dole plc; share changes are against Q1 2026.
| 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 |
| Group One Trading, L.P. | 8 | $110 | 0.00% | −1,867−99.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $138 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $194 | 0.00% | +14 | New |
| Advisors Asset Management, Inc. | 19 | $261 | 0.00% | −34−64.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 26 | $376 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 58 | $796 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 65 | $893 | 0.00% | +65 | New |
| Rothschild Investment LLC | 72 | $988 | 0.00% | −2−2.7% | Reduced |
| Ameritas Advisory Services, LLC | 75 | $1.03K | 0.00% | +75 | New |
| Assetmark, Inc | 84 | $1.15K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 84 | $1.15K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 101 | $1.39K | 0.00% | −5−4.7% | Reduced |
| Essential Partners LLC | 144 | $1.98K | 0.00% | −69−32.4% | Reduced |
| Covestor Ltd | 116 | $2.00K | 0.00% | +19+19.6% | Added |
| GWM Advisors LLC | 163 | $2.24K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 216 | $2.96K | 0.00% | −3,294−93.8% | Reduced |
| Stone House Investment Management, LLC | 222 | $3.05K | 0.00% | +11+5.2% | Added |
| WealthCollab, LLC | 224 | $3.07K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 289 | $3.97K | 0.00% | −96−24.9% | Reduced |
| Silver Grove Financial Group, Inc. | 320 | $4.39K | 0.00% | +320 | New |
| Massmutual Trust Co FSB | 328 | $4.50K | 0.00% | +22+7.2% | Added |
| Kilter Group LLC | 349 | $4.79K | 0.00% | +349 | New |
| Los Angeles Capital Management LLC | 419 | $5.75K | 0.00% | −12,690−96.8% | Reduced |
| Optiver Holding B.V. | 461 | $6.33K | 0.00% | −413−47.3% | Reduced |
| IFP Advisors, Inc | 494 | $6.78K | 0.00% | +50+11.3% | Added |
| SJS Investment Consulting Inc. | 555 | $7.62K | 0.00% | +555 | New |
| Jones Financial Companies LLLP | 954 | $13.4K | 0.00% | −66−6.5% | Reduced |
| GAMMA Investing LLC | 1,039 | $14.3K | 0.00% | −401−27.8% | Reduced |
| UBS Asset Management Americas Inc | 1,247 | $17.1K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,257 | $17.2K | 0.00% | +50+4.1% | Added |
| Smartleaf Asset Management LLC | 1,375 | $19.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,585 | $21.7K | 0.00% | −639−28.7% | Reduced |
| Signaturefd, LLC | 1,595 | $21.9K | 0.00% | −514−24.4% | Reduced |
| SBI Securities Co., Ltd. | 1,609 | $22.1K | 0.00% | +34+2.2% | Added |
| Nisa Investment Advisors, LLC | 2,014 | $27.7K | 0.00% | +1,105+121.6% | Added |
| SRS Capital Advisors, Inc. | 2,256 | $31.0K | 0.00% | +2,256 | New |
| Advisor Group Holdings, Inc. | 3,334 | $45.8K | 0.00% | +58+1.8% | Added |
| V-Square Quantitative Management LLC | 3,560 | $48.8K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 3,560 | $49.2K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,775 | $51.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,100 | $56.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,140 | $56.8K | 0.01% | +2,175+110.7% | Added |
| Versant Capital Management, Inc | 4,191 | $57.5K | 0.01% | +450+12.0% | Added |
| State of Wyoming | 4,586 | $62.9K | 0.01% | +223+5.1% | Added |
| TSFG, LLC | 4,900 | $67.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,946 | $81.6K | 0.00% | +155+2.7% | Added |
| Tower Research Capital LLC (TRC) | 6,222 | $85.4K | 0.00% | +3,016+94.1% | Added |
| CoreCap Advisors, LLC | 6,902 | $94.7K | 0.00% | +803+13.2% | Added |
| Ameritas Investment Partners, Inc. | 7,136 | $97.9K | 0.00% | +1,642+29.9% | Added |
| Vanguard Investments Australia, Ltd. | 9,948 | $136.5K | 0.00% | +9,948 | New |
| Aquatic Capital Management LLC | 10,123 | $138.9K | 0.00% | −16,570−62.1% | Reduced |
| ProShare Advisors LLC | 10,296 | $141.3K | 0.00% | +10,296 | New |
| Ritholtz Wealth Management | 10,528 | $144.4K | 0.00% | −3,056−22.5% | Reduced |
| Ascent Group, LLC | 10,572 | $145.0K | 0.00% | +45+0.4% | Added |
| Stifel Financial Corp | 10,811 | $148.3K | 0.00% | +10,811 | New |
| SmartHarvest Portfolios, LLC | 11,564 | $158.7K | 0.05% | −615−5.0% | Reduced |
| Keebeck Alpha, LP | 11,710 | $160.7K | 0.33% | +11,710 | New |
| Legato Capital Management LLC | 11,761 | $161.4K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,946 | $163.9K | 0.01% | +11,946 | New |
| Merit Financial Group, LLC | 12,286 | $168.6K | 0.00% | −343−2.7% | Reduced |
| Mercer Global Advisors Inc | 12,305 | $168.8K | 0.00% | +387+3.2% | Added |
| SG Americas Securities, LLC | 12,589 | $173.0K | 0.00% | −529,811−97.7% | Reduced |
| Prudential Financial Inc | 13,080 | $179.5K | 0.00% | +360+2.8% | Added |
| Phillips Wealth Planners LLC | 12,978 | $184.3K | 0.14% | −22−0.2% | Reduced |
| JustInvest LLC | 13,512 | $185.4K | 0.00% | +2,832+26.5% | Added |
| XTX Topco Ltd | 13,519 | $185.5K | 0.00% | +13,519 | New |
| Bank of Montreal | 13,866 | $190.2K | 0.00% | −3,225−18.9% | Reduced |
| Benjamin Edwards Inc | 13,988 | $191.9K | 0.00% | −99,777−87.7% | Reduced |
| Quartz Partners, LLC | 14,153 | $194.2K | 0.06% | +14,153 | New |
| BNP Paribas Arbitrage, SA | 14,362 | $197.0K | 0.00% | −51,759−78.3% | Reduced |
| Barclays PLC | 14,381 | $197.3K | 0.00% | −71,621−83.3% | Reduced |
| LPL Financial LLC | 14,446 | $198.2K | 0.00% | +587+4.2% | Added |
| Mirabella Financial Services LLP | 14,638 | $200.8K | 0.02% | +14,638 | New |
| Avail Investment Partners, LLC | 14,660 | $201.1K | 0.15% | +14,660 | New |
| Abundance Wealth Counselors | 14,713 | $201.9K | 0.01% | +14,713 | New |
| O'Shaughnessy Asset Management, LLC | 15,962 | $219.0K | 0.00% | −4,115−20.5% | Reduced |
| Mariner, LLC | 15,971 | $219.1K | 0.00% | −5,788−26.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,371 | $219.7K | 0.00% | +1,250+8.9% | Added |
| Storgate, LLC | 16,188 | $222.1K | 0.05% | +16,188 | New |
| Catalyst Funds Management Pty Ltd | 16,866 | $231.4K | 0.01% | +2,642+18.6% | Added |
| The PNC Financial Services Group, Inc. | 17,126 | $235.0K | 0.00% | +759+4.6% | Added |
| KLP Kapitalforvaltning AS | 17,300 | $238.8K | 0.00% | +17,300 | New |
| Acadian Asset Management LLC | 17,476 | $239.0K | 0.00% | −385,451−95.7% | Reduced |
| STRS Ohio | 17,700 | $242.8K | 0.00% | +3,200+22.1% | Added |
| Bleakley Financial Group, LLC | 17,769 | $243.8K | 0.00% | +216+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,722 | $256.9K | 0.00% | +18,722 | New |
| Savant Capital, LLC | 18,793 | $257.9K | 0.00% | +268+1.4% | Added |
| Intech Investment Management LLC | 19,154 | $262.8K | 0.00% | −7,365−27.8% | Reduced |
| DekaBank Deutsche Girozentrale | 18,520 | $263.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 19,376 | $265.8K | 0.00% | −64,418−76.9% | Reduced |
| MQS Management LLC | 20,022 | $274.7K | 0.34% | +20,022 | New |
| Cetera Investment Advisers | 20,347 | $279.2K | 0.00% | +20,347 | New |
| State Board of Administration of Florida Retirement System | 20,420 | $280.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 21,007 | $288.2K | 0.00% | +21,007 | New |
| Inscription Capital, LLC | 21,701 | $297.7K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,824 | $299.4K | 0.00% | +1,623+8.0% | Added |
| Glenmede Trust Co NA | 22,080 | $302.9K | 0.00% | 00.0% | Unchanged |