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Security record · archived quarter

DOLE

Dole plc · Consumer Defensive · Agricultural Farm Products

13.45 +1.0% mkt cap $1.28B quote delayed (FMP) · as of Oct 13 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
71Tracked holders
-4Δ holders
36.05MShares held
$495.06MReported value
+5New positions
−9Exits
Falling Conviction score 51/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.3% · share flow +1.1% · net new positions -5.6% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 71 -4 36.05M $495.06M +5 −9
Q1 2026 77 +2 35.65M $509.89M +8 −6
Q4 2025 76 0 33.76M $506.14M +1 −1
Q3 2025 17 +2 13.79M $185.44M +2 —
Q2 2025 12 -3 9.25M $129.52M +1 −4
Q1 2025 12 +1 4.70M $68.09M +1 —
Q4 2024 11 -1 5.03M $68.26M — −1
Q3 2024 11 +1 4.14M $67.43M +1 —
Q2 2024 10 — 3.20M $39.19M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Dimensional Fund Advisors Lp 5.25M +5.1% $72.08M 0.0% ▲ Add 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 5.25M +23.0% $71.97M 0.0% ▲ Add 5 SEC ↗ ×9
3 Victory Capital Management Inc 4.40M -11.8% $60.30M 0.0% ▼ Trim 3 SEC ↗
4 Two Sigma Investments ✦ 2.81M +17.9% $38.51M 0.0% ▲ Add 4 SEC ↗
5 JPMorgan Chase ✦ 1.62M +39.3% $22.47M 0.0% ▲ Add 4 SEC ↗ ×6
6 State Street Global Advisors ✦ (passive) 1.51M +28.1% $20.76M 0.0% ▲ Add 7 SEC ↗
7 Qube Research & Technologies Ltd 1.42M +62.8% $19.46M 0.0% ▲ Add 3 SEC ↗
8 American Century Companies Inc 1.31M -30.4% $17.93M 0.0% ▼ Trim 3 SEC ↗
9 Ameriprise Financial Inc 1.19M +12.7% $16.35M 0.0% ▲ Add 3 SEC ↗
10 Raymond James Financial Inc 1.17M -2.5% $16.06M 0.0% ▼ Trim 3 SEC ↗ ×3
11 Geode Capital Management ✦ (passive) 1.08M +30.0% $14.81M 0.0% ▲ Add 9 SEC ↗ ×2
12 Renaissance Technologies ✦ 860.79K +14.2% $11.81M 0.0% ▲ Add 9 SEC ↗
13 UBS Group AG 778.78K +1.6% $10.68M 0.0% ▲ Add 3 SEC ↗ ×4
14 D. E. Shaw & Co. ✦ 707.73K +38.3% $9.71M 0.0% ▲ Add 9 SEC ↗ ×2
15 Nuveen, LLC 626.83K -64.9% $8.60M 0.0% ▼ Trim 3 SEC ↗ ×3
16 Northern Trust Corp 536.96K +35.9% $7.37M 0.0% ▲ Add 3 SEC ↗ ×4
17 Charles Schwab Investment… 477.90K +18.2% $6.56M 0.0% ▲ Add 3 SEC ↗
18 Morgan Stanley ✦ 437.04K -36.5% $6.00M 0.0% ▼ Trim 4 SEC ↗ ×8
19 Russell Investments Group, Ltd. 337.95K +60.6% $4.64M 0.0% ▲ Add 3 SEC ↗ ×9
20 Royal Bank Of Canada 328.92K -1.1% $4.51M 0.0% ▼ Trim 3 SEC ↗ ×4
21 AQR Capital Management ✦ 278.62K +43.8% $3.82M 0.0% ▲ Add 9 SEC ↗ ×6
22 Lazard Asset Management Llc 268.23K +4.5% $3.68M 0.0% ▲ Add 3 SEC ↗
23 Bank of New York Mellon Corp 244.87K +32.1% $3.36M 0.0% ▲ Add 3 SEC ↗ ×4
24 Goldman Sachs Group ✦ 230.94K -21.9% $3.17M 0.0% ▼ Trim 4 SEC ↗ ×2
25 Alliancebernstein L.P. 209.30K -2.7% $2.99M 0.0% ▼ Trim 3 SEC ↗
26 Bank Of America Corp /De/ 215.44K +81.3% $2.96M 0.0% ▲ Add 3 SEC ↗
27 Citadel Advisors ✦ 177.75K -65.1% $2.44M 0.0% ▼ Trim 8 SEC ↗
28 Marshall Wace ✦ 166.12K +28.2% $2.28M 0.0% ▲ Add 4 SEC ↗ ×3
29 Swiss National Bank 152.80K New $2.10M 0.0% New 1 SEC ↗
30 Voya Investment Management Llc 146.31K -20.0% $2.01M 0.0% ▼ Trim 3 SEC ↗ ×2
31 Fidelity (FMR) ✦ 122.79K +3971.4% $1.68M 0.0% ▲ Add 5 SEC ↗ ×3
32 Envestnet Asset Management Inc 116.39K -18.2% $1.60M 0.0% ▼ Trim 3 SEC ↗
33 State Of Wisconsin Investment Board 115.46K +13.8% $1.58M 0.0% ▲ Add 3 SEC ↗
34 Franklin Resources Inc 114.87K 0.0% $1.58M 0.0% ▲ Add 3 SEC ↗ ×2
35 Creative Planning 111.31K -23.2% $1.53M 0.0% ▼ Trim 3 SEC ↗ ×2
36 Invesco Ltd. 106.30K -61.3% $1.46M 0.0% ▼ Trim 3 SEC ↗ ×5
37 Point72 Asset Management ✦ 104.52K -59.7% $1.43M 0.0% ▼ Trim 5 SEC ↗
38 Rhumbline Advisers 99.79K +13.4% $1.37M 0.0% ▲ Add 3 SEC ↗
39 New York State Common Retirement… 93.30K -15.3% $1.28M 0.0% ▼ Trim 3 SEC ↗
40 Deutsche Bank Ag\ 84.45K +18.0% $1.16M 0.0% ▲ Add 3 SEC ↗ ×2
41 Quantinno Capital Management LP 71.10K +2.3% $975,536 0.0% ▲ Add 3 SEC ↗
42 Wells Fargo & Company/Mn 69.10K +145.8% $948,011 0.0% ▲ Add 3 SEC ↗ ×3
43 Federated Hermes, Inc. 67.83K +30.6% $930,573 0.0% ▲ Add 3 SEC ↗
44 T. Rowe Price ✦ 65.43K +37.0% $898,000 0.0% ▲ Add 9 SEC ↗
45 Susquehanna International Group, Llp 59.31K +111.8% $813,678 0.0% ▲ Add 3 SEC ↗
46 Legal & General Group Plc 58.37K +349.6% $800,837 0.0% ▲ Add 3 SEC ↗ ×3
47 Squarepoint Ops LLC 50.67K +4.0% $695,179 0.0% ▲ Add 2 SEC ↗
48 Hrt Financial Lp 45.06K -88.6% $618,000 0.0% ▼ Trim 2 SEC ↗
49 Citigroup Inc 38.45K -15.9% $527,589 0.0% ▼ Trim 3 SEC ↗ ×2
50 MIRAE ASSET GLOBAL ETFS HOLDINGS… 36.21K +15.0% $496,842 0.0% ▲ Add 3 SEC ↗
51 Manufacturers Life Insurance… 21.82K +8.0% $299,425 0.0% ▲ Add 3 SEC ↗
52 State Board Of Administration Of… 20.42K 0.0% $280,162 0.0% Held 3 SEC ↗
53 Cetera Investment Advisers 20.35K New $279,158 0.0% New 1 SEC ↗
54 Zurcher Kantonalbank (Zurich… 18.72K New $256,866 0.0% New 1 SEC ↗
55 Pnc Financial Services Group, Inc. 17.13K +4.6% $234,968 0.0% ▲ Add 3 SEC ↗ ×3
56 Wealth Enhancement Advisory… 15.37K +8.8% $219,656 0.0% ▲ Add 3 SEC ↗
57 Mariner, LLC 15.97K -26.6% $219,125 0.0% ▼ Trim 3 SEC ↗
58 LPL Financial LLC 14.45K +4.2% $198,199 0.0% ▲ Add 3 SEC ↗
59 Barclays Plc 14.38K -83.3% $197,308 0.0% ▼ Trim 3 SEC ↗ ×2
60 Bnp Paribas Financial Markets 14.36K -78.3% $197,047 0.0% ▼ Trim 3 SEC ↗
61 Bank Of Montreal /Can/ 13.87K -18.9% $190,242 0.0% ▼ Trim 3 SEC ↗
62 Prudential Financial Inc 13.08K +2.8% $179,458 0.0% ▲ Add 2 SEC ↗
63 Mercer Global Advisors Inc /Adv 12.30K +3.2% $168,825 0.0% ▲ Add 2 SEC ↗
64 Stifel Financial Corp 10.81K New $148,327 0.0% New 1 SEC ↗ ×2
65 ProShare Advisors LLC 10.30K New $141,261 0.0% New 1 SEC ↗
66 Osaic Holdings, Inc. 3.33K +1.8% $45,752 0.0% ▲ Add 3 SEC ↗ ×2
67 UBS AM, a distinct business unit of… 1.25K 0.0% $17,109 0.0% Held 3 SEC ↗
68 Jones Financial Companies Lllp 954 -6.5% $13,410 0.0% ▼ Trim 3 SEC ↗
69 Optiver Holding B.V. 461 -47.2% $6,325 0.0% ▼ Trim 2 SEC ↗
70 Assetmark, Inc 84 0.0% $1,152 0.0% Held 3 SEC ↗
71 Group One Trading Llc 8 -99.6% $110 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Man Group plc $2.87M was 0.0%
Balyasny Asset Management L.P. $2.05M was 0.0%
Sei Investments Co $773,495 was 0.0%
Gotham Asset Management $731,419 was 0.0%
Hsbc Holdings Plc $422,946 was 0.0%
Tudor Investment Corp Et Al $351,377 was 0.0%
Commonwealth Equity Services… $144,490 was 0.0%
Simplex Trading, Llc $57,302 was 0.0%
Nomura Asset Management Co Ltd $28,580 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 214 holders, 66.63M shares, $912.00M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API