Security Snapshot

Dole plc - Ordinary Shares, $0.01 par value per share (DOLE) Institutional Ownership

CUSIP: G27907107

13F Institutional Holders and Ownership History from Q3 2021 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

119

Shares (Excl. Options)

36.42MFull value: 36,420,684 · shares · 30 Sep 2026

Price

$12.71

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-1,175,806
Value change
-$16,144,901
Number of holders
119
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
94,698,966
SEC-reported price per share
$13.31
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • DOLE - Dole plc - Ordinary Shares, $0.01 par value per share is tracked under CUSIP G27907107.
  • 119 institutions reported positions in Q3 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 209 to 119 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $941.9MFull value: $941,899,351 · USD · 30 Jun 2026
    to
    $463.31MFull value: $463,310,912 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 119 institutions filings for Q3 2026.

Open SEC evidence

Security key

G27907107

13F reference period

Q3 2026

13F holders

119

13D/G owners

6

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
6
Security
DOLE
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Barta Jan 12% +17% $149,992,746 +$21,760,692 11,269,177 +17% Pale Fire Capital SICAV a.s. 03 Nov 2026
Balkan Investment Unlimited Co 7.7% $109,418,361 7,299,375 Balkan Investment Unlimited Company 18 Dec 2025
BlackRock, Inc. 5.4% $70,081,472 5,107,979 BlackRock, Inc. 30 Jun 2026
DIMENSIONAL FUND ADVISORS LP 5.3% $71,437,068 4,999,095 Dimensional Fund Advisors LP 31 Mar 2026
VICTORY CAPITAL MANAGEMENT INC 4.7% -9.4% $61,662,592 -$6,100,090 4,494,358 -9% Victory Capital Management, Inc. 30 Jun 2026
Rubric Capital Management LP 4.4% $62,085,501 4,155,656 Rubric Capital Management LP 31 Mar 2025
As of 30 Sep 2026, 119 institutional investors reported holding
36.42MFull value: 36,420,684 · shares · 30 Sep 2026
shares of Dole plc - Ordinary Shares, $0.01 par value per share (DOLE). This represents 38% of the company’s total
94.7MFull value: 94,698,966 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
36%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Pale Fire Capital SE 10% 9,427,476 0% 8.6% $119,823,220
DIMENSIONAL FUND ADVISORS LP 5.6% 5,312,958 +1.1% 0.01% $67,529,822
River Road Asset Management, LLC 4.7% 4,479,550 -1.8% 0.68% $56,935,080
Panview Capital Ltd 1.8% 1,716,784 0% 3.9% $21,820,325
VANGUARD PORTFOLIO MANAGEMENT LLC 1.6% 1,554,200 -0.42% 0% $19,753,882
STATE STREET CORP 1.6% 1,486,937 -1.2% 0% $19,026,617
Qube Research & Technologies Ltd 1.4% 1,288,936 -9.1% 0.02% $16,382,377
Impax Asset Management Group plc 1.2% 1,119,936 -14% 0.11% $14,234,387
RAYMOND JAMES FINANCIAL INC 1.2% 1,117,619 -4.5% 0% $14,204,930
GEODE CAPITAL MANAGEMENT, LLC 1.2% 1,094,285 +1.3% 0% $13,906,175
MORGAN STANLEY 0.93% 880,995 +102% 0% $11,197,459
AMERICAN CENTURY COMPANIES INC 0.92% 875,931 -33% 0% $11,133,083
Empowered Funds, LLC 0.49% 462,206 +1.5% 0.03% $5,874,638
SHAH CAPITAL MANAGEMENT 0.45% 427,284 -3.1% 0.9% $5,430,780
Harber Asset Management LLC 0.39% 373,674 +9.4% 2.9% $4,749,397
Creative Planning 0.36% 340,849 +206% 0% $4,332,197
Invesco Ltd. 0.32% 306,952 +189% 0% $3,901,359
Waterfront Wealth Inc. 0.26% 243,433 +41% 0.51% $3,224,269
DENALI ADVISORS LLC 0.23% 215,200 -7% 0.27% $2,735,192
RENAISSANCE TECHNOLOGIES LLC 0.22% 210,800 -76% 0% $2,679,268
Knights of Columbus Asset Advisors LLC 0.19% 181,597 +0.47% 0.11% $2,308,098
CenterBook Partners LP 0.19% 180,387 0.11% $2,292,719
Penn Capital Management Company, LLC 0.17% 163,858 +46% 0.15% $2,082,635
Vanguard Global Advisers, LLC 0.17% 160,941 +35% 0% $2,045,560
Swiss National Bank 0.16% 152,800 0% 0% $1,942,088

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
21
Headline period
Q3 2026
Rows shown
1-21 of 21
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 36,420,684 $463,310,912 -$16,144,901 $12.71 119
2026 Q2 68,605,396 $941,899,351 +$9,862,630 $13.72 209
2026 Q1 67,796,416 $969,209,503 +$20,520,860 $14.29 215
2025 Q4 66,326,109 $994,379,269 +$21,113,132 $14.99 209
2025 Q3 65,437,209 $879,524,295 +$134,909,107 $13.44 192
2025 Q2 55,295,802 $774,693,425 -$8,158,206 $13.99 185
2025 Q1 55,590,969 $803,342,493 +$14,976,409 $14.45 183
2024 Q4 54,578,886 $739,054,141 -$18,229,390 $13.54 187
2024 Q3 55,649,868 $906,303,073 +$120,145,978 $16.29 181
2024 Q2 48,213,465 $590,224,681 +$22,155,281 $12.24 152
2024 Q1 45,995,540 $548,808,487 +$3,455,887 $11.93 147
2023 Q4 51,588,776 $641,215,496 +$70,080,101 $12.29 148
2023 Q3 40,201,368 $465,573,954 +$14,076,169 $11.58 114
2023 Q2 38,735,374 $523,698,818 +$85,678,998 $13.52 109
2023 Q1 32,531,840 $381,928,634 +$17,313,750 $11.74 80
2022 Q4 31,440,347 $303,439,288 -$7,955,870 $9.65 74
2022 Q3 25,389,483 $185,385,786 -$22,826,111 $7.30 81
2022 Q2 29,061,289 $245,891,033 -$47,364,386 $8.46 77
2022 Q1 33,712,552 $418,212,154 -$9,972,299 $12.40 77
2021 Q4 34,592,391 $460,732,000 +$20,270,607 $13.32 77
2021 Q3 32,887,284 $557,735,592 +$557,432,594 $16.96 64
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