Dole PLC (DOLE) Ownership

13.70 ↓0.11 (-0.80%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Pale Fire Capital SE is the biggest individual institutional holder of Dole PLC (DOLE), owning a total of 6.5 million shares. Combined, the top 54 institutional holders of DOLE own 59.70% of the company with a total of 56.7 million shares.

In the latest ownership report on September 30th 2024, the top 54 institutional holders increased their combined ownership of DOLE by 5.3 million shares. 14 institutions bought 8,718,723 total additional shares and increased their ownership by an average of 78.18%. However 6 institutions sold 3,427,794 total shares and decreased their ownership by an average of 19.75%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Dole PLC increased by a net total of 5,290,929 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Pale Fire Capital SE	6.891%	-20.124%	6,547,483	-1,649,617	2024-09-30
Rubric Capital Management LP	5.411%	0.000%	5,141,388	0	2024-09-30
River Road Asset Management, LLC	2.946%	0.000%	2,799,435	2,799,435	2024-09-30
JPMorgan Chase & Co	2.176%	65.344%	2,067,357	817,022	2024-09-30
Dimensional Fund Advisors, Inc.	1.903%	117.338%	1,808,147	976,195	2024-09-30
Southeastern Asset Management Inc	1.867%	8.970%	1,773,705	146,001	2024-09-30
Morgan Stanley - Brokerage Accounts	1.821%	-35.003%	1,730,206	-931,786	2024-09-30
American Century Companies Inc	1.802%	81.888%	1,712,103	770,809	2024-09-30
State Street Corp	1.796%	38.133%	1,706,586	471,116	2024-09-30
Impax Asset Management Group PLC	1.532%	-25.775%	1,455,807	-505,523	2024-09-30
Nuveen Asset Management, LLC	1.353%	36.167%	1,284,997	341,304	2024-09-30
Renaissance Technologies Corp	1.082%	23.697%	1,027,800	196,900	2024-09-30
Arrowstreet Capital Limited Partnership	1.048%	111.111%	995,456	523,924	2024-09-30
Charles Schwab Investment Management Inc	1.027%	-13.571%	975,286	-153,142	2024-09-30
Jacobs Levy Equity Management, Inc.	1.026%	105.731%	974,869	501,012	2024-09-30
Bridgeway Capital Management, LLC	0.991%	2.570%	941,303	23,584	2024-09-30
Geode Capital Management, LLC	0.953%	0.151%	905,007	1,361	2024-09-30
Vanguard Group Inc	0.708%	-3.187%	672,311	-22,128	2024-09-30
Ameriprise Financial Inc	0.664%	503.353%	630,691	526,160	2024-09-30
DNCA Finance	0.662%	-20.831%	629,370	-165,598	2024-09-30
GlobeFlex Capital, L.P.	0.657%	0.000%	623,900	623,900	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Pale Fire Capital SE	6.891%	-20.124%	6,547,483	-1,649,617	2024-09-30
BDL Capital Management	6.073%	0.000%	5,764,931	5,764,931	2023-12-31
Rubric Capital Management LP	5.411%	0.000%	5,141,388	0	2024-09-30
BlackRock Inc	4.548%	7.403%	4,321,532	297,877	2024-06-30
River Road Asset Management, LLC	2.946%	0.000%	2,799,435	2,799,435	2024-09-30
JPMorgan Chase & Co	2.176%	65.344%	2,067,357	817,022	2024-09-30
Redwood Capital Management, LLC	2.060%	0.000%	1,955,748	0	2024-03-31
Dimensional Fund Advisors, Inc.	1.903%	117.338%	1,808,147	976,195	2024-09-30
Southeastern Asset Management Inc	1.867%	8.970%	1,773,705	146,001	2024-09-30
Morgan Stanley - Brokerage Accounts	1.821%	-35.003%	1,730,206	-931,786	2024-09-30
American Century Companies Inc	1.802%	81.888%	1,712,103	770,809	2024-09-30
State Street Corp	1.796%	38.133%	1,706,586	471,116	2024-09-30
Impax Asset Management Group PLC	1.532%	-25.775%	1,455,807	-505,523	2024-09-30
Nuveen Asset Management, LLC	1.353%	36.167%	1,284,997	341,304	2024-09-30
State Street Corporation	1.248%	0.899%	1,185,129	10,560	2024-03-31
Medina Singh Partners, LLC	1.159%	-36.338%	1,100,614	-628,228	2024-03-31
Renaissance Technologies Corp	1.082%	23.697%	1,027,800	196,900	2024-09-30
Arrowstreet Capital Limited Partnership	1.048%	111.111%	995,456	523,924	2024-09-30
High Ground Investment Management LLP	1.039%	98.890%	986,300	490,397	2024-06-30
Charles Schwab Investment Management Inc	1.027%	-13.571%	975,286	-153,142	2024-09-30
Jacobs Levy Equity Management, Inc.	1.026%	105.731%	974,869	501,012	2024-09-30
Bridgeway Capital Management, LLC	0.991%	2.570%	941,303	23,584	2024-09-30
Harber Asset Management LLC	0.976%	-1.166%	927,253	-10,935	2024-06-30
Geode Capital Management, LLC	0.953%	0.151%	905,007	1,361	2024-09-30
Empowered Funds, LLC	0.861%	130.868%	817,078	463,162	2024-03-31
Vanguard Group Inc	0.708%	-3.187%	672,311	-22,128	2024-09-30
Ameriprise Financial Inc	0.664%	503.353%	630,691	526,160	2024-09-30
DNCA Finance	0.662%	-20.831%	629,370	-165,598	2024-09-30
GlobeFlex Capital, L.P.	0.657%	0.000%	623,900	623,900	2024-09-30
Amvescap Plc.	0.633%	-4.703%	601,159	-29,668	2024-06-30
Man Group PLC	0.614%	-4.701%	582,395	-28,726	2024-03-31
HPS Investment Partners, LLC	0.568%	-48.006%	538,889	-497,554	2024-03-31
Two Sigma Investments LLC	0.563%	5.538%	533,957	28,021	2024-03-31
Davy Asset Management Limited	0.204%	-40.183%	193,814	-130,199	2024-03-31
Lesa Sroufe & Company Inc	0.143%	-0.141%	135,746	-191	2024-03-31
Robeco Institutional Asset Management BV	0.125%	-17.142%	118,682	-24,553	2024-03-31
Bellecapital International Ltd	0.120%	0.000%	114,000	0	2024-03-31
SummerHaven Investment Management, LLC	0.061%	1.394%	57,914	796	2024-03-31
Summit Global Investments	0.046%	21.456%	43,814	7,740	2024-03-31
MetLife Investment Management, LLC	0.040%	0.000%	38,168	0	2023-12-31
Total Clarity Wealth Management, Inc	0.040%	2.924%	37,488	1,065	2024-03-31
New York State Common Retirement Fund	0.033%	5.907%	30,876	1,722	2023-12-31
Oracle Alpha Inc	0.032%	0.000%	30,076	30,076	2023-12-31
Quantbot Technologies LLC	0.031%	-42.940%	29,407	-22,130	2024-03-31
Principal Financial Group Inc	0.031%	0.000%	29,329	29,329	2024-03-31
State of New Jersey Common Pension Fd D	0.027%	0.000%	25,307	25,307	2024-03-31
Foster & Motley Inc	0.025%	0.000%	23,432	23,432	2024-03-31
Natixis Advisors, LLC.	0.022%	0.000%	20,937	20,937	2024-03-31
Comprehensive Portfolio Management, LLC	0.020%	-38.007%	18,937	-11,610	2024-03-31
DekaBank Deutsche Girozentrale	0.020%	-75.999%	18,520	-58,642	2024-03-31
JANE STREET GROUP, LLC	0.013%	0.000%	12,731	12,731	2023-12-31
Chesapeake Capital Corp	0.013%	0.000%	11,863	11,863	2023-12-31
Principal Securities Inc	0.000%	0.000%	223	223	2023-12-31
Frazier Financial Advisors, LLC	0.000%	0.000%	92	92	2023-12-31

Mutual Fund Ownership

iShares Russell 2000 ETF is the biggest individual fund holder of Dole PLC (DOLE), owning a total of 2.2 million shares. Combined, the top 58 mutual fund holders of DOLE own 32.18% of the company with a total of 30.6 million shares.

In the latest ownership report on November 30th 2024, the top 58 fund holders increased their combined ownership of DOLE by 40 thousand shares. 2 funds bought 40,323 total additional shares and increased their ownership by an average of 1.43%. However 1 funds sold 80 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Dole PLC increased by a net total of 40,243 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.299%	0.000%	2,184,427	0	2024-11-30
Avantis US Small Cap Value ETF	1.711%	0.831%	1,625,729	13,405	2024-11-30
AMG River Road Small Cap Value N	1.418%	2.038%	1,347,484	26,918	2024-11-30
iShares Russell 2000 Value ETF	0.783%	0.000%	744,175	0	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.523%	-0.016%	497,074	-80	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.482%	0.000%	458,022	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.299%	0.000%	2,184,427	0	2024-11-30
BDL Rempart C	1.907%	-4.343%	1,810,066	-82,189	2023-10-31
Longleaf Partners Small-Cap	1.864%	0.000%	1,771,388	1,771,388	2024-09-30
Avantis US Small Cap Value ETF	1.711%	0.831%	1,625,729	13,405	2024-11-30
BNP Paribas Smart Food I Cap	1.521%	-0.734%	1,444,820	-10,679	2024-10-31
Impax Sustainable Food Strategy Comp	1.519%	-0.863%	1,443,248	-12,559	2024-10-31
BDL Convictions C	1.487%	-18.816%	1,412,017	-327,264	2023-11-30
AMG River Road Small Cap Value N	1.418%	2.038%	1,347,484	26,918	2024-11-30
Schwab Fundamental US Small Company ETF	0.995%	0.000%	944,417	0	2024-05-31
Fidelity® Low-Priced Stock	0.839%	-0.400%	796,524	-3,199	2023-03-31
DNCA Invest Archer Mid-Cap Europe I EUR	0.836%	-0.605%	793,790	-4,834	2024-06-30
Fidelity Small Cap Index	0.806%	-0.691%	765,321	-5,324	2024-09-30
CREF Stock R1	0.790%	0.000%	750,430	0	2024-08-31
iShares Russell 2000 Value ETF	0.783%	0.000%	744,175	0	2024-11-30
Hermes Linder AI EUR Acc	0.742%	0.000%	705,082	0	2024-06-30
Fidelity® Small Cap Index	0.727%	2.761%	689,671	18,529	2023-10-31
American Funds SMALLCAP World A	0.581%	-89.824%	551,300	-4,866,507	2022-09-30
DFA US Small Cap Value I	0.573%	19.579%	544,696	89,184	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.523%	-0.016%	497,074	-80	2024-11-30
Bridgeway Omni Small-Cap Value	0.503%	0.000%	477,500	0	2024-09-30
Bridgeway Omni Small-Cap Value N	0.503%	0.000%	477,500	0	2024-09-30
EA Bridgeway Omni Small-Cap Value ETF	0.501%	0.112%	476,111	534	2024-11-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.482%	0.000%	458,022	0	2024-11-30
JPMorgan Small Cap Value I	0.422%	-15.137%	401,306	-71,578	2024-10-31
Fidelity Global Intrinsic Value Cl F5	0.422%	0.000%	400,000	0	2022-03-31
IG Mackenzie European Mid-Cap Eq C	0.406%	-5.885%	385,167	-24,084	2022-09-30
Columbia Small Cap Value II	0.405%	0.000%	385,110	385,110	2024-09-30
Columbia Small Cap Value II Inst	0.405%	0.000%	385,110	0	2024-10-31
LO Funds New Food Systems Sd USD IA	0.357%	1.346%	338,957	4,502	2023-09-30
iShares Russell 2000 Growth ETF	0.354%	0.000%	336,224	0	2024-05-30
CS Responsible Consumer FB USD	0.353%	-11.416%	335,208	-43,200	2024-04-30
Rize Sustainable Future of Fd ETF A USD	0.338%	0.000%	321,143	0	2024-02-29
Vanguard Russell 2000 ETF	0.321%	3.167%	304,398	9,344	2024-08-31
iShares MSCI Ireland ETF	0.307%	0.000%	291,632	0	2024-09-30
State St Russell Sm Cap® Indx SL Cl I	0.286%	0.000%	271,800	0	2024-09-30
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.285%	0.000%	270,708	0	2024-08-29
State St Russell Sm Cap® Indx NL Cl C	0.278%	0.000%	263,800	0	2023-09-30
Invesco Food & Beverage ETF	0.277%	0.000%	262,611	0	2024-07-31
Schwab Fundamental US Small Company Idx	0.222%	-1.634%	210,702	-3,499	2024-02-29
RMM Lux BDL European Equity Alpha C EUR	0.213%	0.000%	202,446	0	2023-10-31
LOYS Sicav - LOYS Global P	0.208%	-13.267%	197,475	-30,207	2024-01-31
IG Mackenzie International Sm Cap F	0.200%	-4.743%	189,837	-9,453	2022-09-30
Incrementum All Seasons Fund EUR I	0.199%	0.000%	188,888	0	2024-01-31
Fidelity Global Intrinsic Val CN Cl F	0.178%	1.414%	168,414	2,348	2022-03-31
IG Mackenzie International Sm Cp Cl A	0.162%	-7.000%	153,419	-11,547	2022-09-30
PGIM Quant Solutions Small-Cap Val Z	0.156%	3.725%	147,600	5,300	2024-01-31
iShares Agribusiness ETF USD Acc	0.155%	0.000%	147,109	0	2023-08-31
Fidelity NorthStar Balanced Sr F5	0.154%	0.503%	145,946	731	2022-06-30
True Value Small Caps A FI	0.148%	0.000%	140,714	0	2023-12-31
LOYS Sicav - LOYS Aktien Global S	0.142%	35.000%	135,000	35,000	2023-02-28
LOYS FCP Aktien Europa Fund I	0.132%	-20.692%	125,262	-32,682	2023-06-30
Russell 2000 Index Non-Lendable Fund E	0.123%	0.000%	116,735	116,735	2023-06-30
Fidelity LowPriced Stock Commingled Pl	0.122%	0.000%	115,607	0	2023-03-31
Amundi Eurozone Microcaps I2 C/D	0.117%	100.000%	111,224	55,612	2023-03-31
Echiquier Entrepreneurs A	0.115%	-89.635%	109,448	-946,466	2022-03-31
Fidelity NorthStar Sr F	0.105%	0.000%	100,000	0	2022-12-31
LOYS FCP - LOYS Global L/S I	0.105%	-28.571%	100,000	-40,000	2023-05-31
Meridian Enhanced Equity Legacy	0.096%	-36.338%	91,100	-52,000	2022-12-31