Dole Ownership 2024 | Who Owns Dole Now?
Institutional Ownership
47.58%
Insider Ownership
24.65%
Retail Ownership
27.78%
Institutional Holders
130.00
Dole Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PALE FIRE CAPITAL SE | 8.63% | 11.31% | 8,197,100 | 529,740 | 6.91% | 100,332,504 | Jun 30, 2024 |
| RUBRIC CAPITAL MANAGEMENT LP | 5.42% | 1.65% | 5,141,388 | - | - | 62,930,589 | Jun 30, 2024 |
| BLACKROCK INC. | 4.55% | 0.00% | 4,321,532 | 297,877 | 7.40% | 52,895,552 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 2.07% | 0.10% | 1,961,330 | -245,763 | -11.14% | 24,006,679 | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 1.71% | 0.87% | 1,627,704 | 1,627,704 | 100.00% | 19,923,097 | Jun 30, 2024 |
| MORGAN STANLEY | 1.40% | 0.00% | 1,330,996 | 562,802 | 73.26% | 16,291,392 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.32% | 0.00% | 1,250,335 | 80,370 | 6.87% | 15,304,100 | Jun 30, 2024 |
| STATE STREET CORP | 1.30% | 0.00% | 1,235,470 | 50,341 | 4.25% | 15,214,239,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.19% | 0.00% | 1,128,428 | -176,837 | -13.55% | 13,811,959 | Jun 30, 2024 |
| HIGH GROUND INVESTMENT MANAGEMENT LLP | 1.04% | 4.71% | 986,300 | 490,397 | 98.89% | 12,072,312 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.99% | 0.00% | 943,693 | 239,849 | 34.08% | 11,550,966 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.99% | 0.01% | 941,294 | 537,584 | 133.16% | 11,521,439 | Jun 30, 2024 |
| HARBER ASSET MANAGEMENT LLC | 0.98% | 3.03% | 927,253 | -10,935 | -1.17% | 11,349,577 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.97% | 0.26% | 917,719 | 31,680 | 3.58% | 11,232,881 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.95% | 0.00% | 903,646 | 115,092 | 14.60% | 11,060,626 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.88% | 0.00% | 831,952 | 667,297 | 405.27% | 10,183,037 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.88% | 0.02% | 830,900 | 88,900 | 11.98% | 10,170,216 | Jun 30, 2024 |
| DNCA FINANCE | 0.84% | 0.83% | 794,968 | 794,968 | 100.00% | 9,730,408 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.73% | 0.00% | 694,439 | -87,261 | -11.16% | 8,499,933 | Jun 30, 2024 |
| INVESCO LTD. | 0.63% | 0.00% | 601,159 | -29,668 | -4.70% | 7,358,187 | Jun 30, 2024 |
Dole's largest institutional shareholder is PALE FIRE CAPITAL SE, holding 8.63% of the company's total share outstanding, currently valued at $100.33M. The top 10 institutional shareholders own together 28.63% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PALE FIRE CAPITAL SE | 8.63% | 11.31% | 8,197,100 | 529,740 | 6.91% | 100,332,504 | Jun 30, 2024 |
| HIGH GROUND INVESTMENT MANAGEMENT LLP | 1.04% | 4.71% | 986,300 | 490,397 | 98.89% | 12,072,312 | Jun 30, 2024 |
| HARBER ASSET MANAGEMENT LLC | 0.98% | 3.03% | 927,253 | -10,935 | -1.17% | 11,349,577 | Jun 30, 2024 |
| RUBRIC CAPITAL MANAGEMENT LP | 5.42% | 1.65% | 5,141,388 | - | - | 62,930,589 | Jun 30, 2024 |
| LESA SROUFE & CO | 0.14% | 1.58% | 133,212 | -2,534 | -1.87% | 1,631,000 | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 1.71% | 0.87% | 1,627,704 | 1,627,704 | 100.00% | 19,923,097 | Jun 30, 2024 |
| DNCA FINANCE | 0.84% | 0.83% | 794,968 | 794,968 | 100.00% | 9,730,408 | Jun 30, 2024 |
| SHAH CAPITAL MANAGEMENT | 0.32% | 0.80% | 303,720 | -2,491 | -0.81% | 3,717,533 | Jun 30, 2024 |
| STRATEGIC GLOBAL ADVISORS, LLC | 0.30% | 0.74% | 288,091 | -2,957 | -1.02% | 3,526,234 | Jun 30, 2024 |
| HPS INVESTMENT PARTNERS, LLC | 0.57% | 0.50% | 538,889 | - | - | 6,596,001 | Jun 30, 2024 |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 0.06% | 0.48% | 59,144 | 1,230 | 2.12% | 723,923 | Jun 30, 2024 |
| BELLECAPITAL INTERNATIONAL LTD. | 0.12% | 0.30% | 114,000 | - | - | 1,395,360 | Jun 30, 2024 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.37% | 0.28% | 353,037 | 3,837 | 1.10% | 4,321,173 | Jun 30, 2024 |
| TAM CAPITAL MANAGEMENT INC. | 0.04% | 0.26% | 35,852 | -10,340 | -22.38% | 438,828 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.97% | 0.26% | 917,719 | 31,680 | 3.58% | 11,232,881 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.04% | 0.25% | 39,468 | 5,677 | 16.80% | 483,088 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.17% | 0.23% | 164,588 | -29,226 | -15.08% | 2,014,557 | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 0.01% | 0.17% | 12,600 | - | - | 154,224 | Jun 30, 2024 |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 0.04% | 0.15% | 34,510 | -2,978 | -7.94% | 422,402 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.13% | 0.14% | 124,500 | 124,500 | 100.00% | 1,523,880 | Jun 30, 2024 |
The largest Dole shareholder by % of total assets is PALE FIRE CAPITAL SE. The company owns 8.20M shares of Dole (DOLE), representing 11.31% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 1.71% | 0.87% | 1,627,704 | 1,627,704 | 100.00% | 19,923,097 | Jun 30, 2024 |
| DNCA FINANCE | 0.84% | 0.83% | 794,968 | 794,968 | 100.00% | 9,730,408 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.88% | 0.00% | 831,952 | 667,297 | 405.27% | 10,183,037 | Jun 30, 2024 |
| MORGAN STANLEY | 1.40% | 0.00% | 1,330,996 | 562,802 | 73.26% | 16,291,392 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.99% | 0.01% | 941,294 | 537,584 | 133.16% | 11,521,439 | Jun 30, 2024 |
| PALE FIRE CAPITAL SE | 8.63% | 11.31% | 8,197,100 | 529,740 | 6.91% | 100,332,504 | Jun 30, 2024 |
| HIGH GROUND INVESTMENT MANAGEMENT LLP | 1.04% | 4.71% | 986,300 | 490,397 | 98.89% | 12,072,312 | Jun 30, 2024 |
| BLACKROCK INC. | 4.55% | 0.00% | 4,321,532 | 297,877 | 7.40% | 52,895,552 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.50% | 0.02% | 473,857 | 241,855 | 104.25% | 5,800,010 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.99% | 0.00% | 943,693 | 239,849 | 34.08% | 11,550,966 | Jun 30, 2024 |
| TCW GROUP INC | 0.53% | 0.06% | 504,628 | 136,500 | 37.08% | 6,176,647 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.50% | 0.01% | 471,532 | 130,605 | 38.31% | 5,772,000 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.13% | 0.14% | 124,500 | 124,500 | 100.00% | 1,523,880 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.95% | 0.00% | 903,646 | 115,092 | 14.60% | 11,060,626 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.21% | 0.04% | 198,539 | 89,041 | 81.32% | 2,430,117 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.88% | 0.02% | 830,900 | 88,900 | 11.98% | 10,170,216 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.50% | 0.01% | 479,026 | 87,173 | 22.25% | 5,863,278 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.32% | 0.00% | 1,250,335 | 80,370 | 6.87% | 15,304,100 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.22% | 0.00% | 213,259 | 73,483 | 52.57% | 2,611,000 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.07% | 0.00% | 70,252 | 70,252 | 100.00% | 859,884 | Jun 30, 2024 |
As of Jun 30 2024, Dole's largest institutional buyer is SOUTHEASTERN ASSET MANAGEMENT INC/TN/. The company purchased 1.63M stocks of DOLE, valued at $19.92M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| REDWOOD CAPITAL MANAGEMENT, LLC | - | - | - | -1,955,748 | -100.00% | - | Jun 30, 2024 |
| MEDINA VALUE PARTNERS, LLC | - | - | - | -1,100,614 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -327,111 | -100.00% | - | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 2.07% | 0.10% | 1,961,330 | -245,763 | -11.14% | 24,006,679 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.19% | 0.00% | 1,128,428 | -176,837 | -13.55% | 13,811,959 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.27% | 0.01% | 255,258 | -174,553 | -40.61% | 3,119,000 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.02% | 0.02% | 16,422 | -151,008 | -90.19% | 201,005 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | - | - | - | -118,682 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.03% | 0.00% | 24,305 | -110,415 | -81.96% | 297,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.73% | 0.00% | 694,439 | -87,261 | -11.16% | 8,499,933 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -77,818 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.31% | 0.01% | 298,320 | -62,115 | -17.23% | 3,651,437 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.00% | 12,072 | -61,164 | -83.52% | 147,761 | Jun 30, 2024 |
| UBS GROUP AG | 0.23% | 0.00% | 215,650 | -48,957 | -18.50% | 2,639,556 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -45,394 | -100.00% | - | Jun 30, 2024 |
| TEJARA CAPITAL LTD | - | - | - | -44,314 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -35,268 | -100.00% | - | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.05% | 0.00% | 52,157 | -33,769 | -39.30% | 638,410 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.01% | 0.00% | 13,346 | -30,054 | -69.25% | 162,821 | Jun 30, 2024 |
| INVESCO LTD. | 0.63% | 0.00% | 601,159 | -29,668 | -4.70% | 7,358,187 | Jun 30, 2024 |
As of Jun 30 2024, Dole's biggest institutional seller is REDWOOD CAPITAL MANAGEMENT, LLC. The company sold -1.96M shares of DOLE, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 1.71% | 0.87% | 1,627,704 | 1,627,704 | 100.00% | 19,923,097 | Jun 30, 2024 |
| DNCA FINANCE | 0.84% | 0.83% | 794,968 | 794,968 | 100.00% | 9,730,408 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.13% | 0.14% | 124,500 | 124,500 | 100.00% | 1,523,880 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.07% | 0.01% | 66,827 | 66,827 | 100.00% | 817,962 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 40,379 | 40,379 | 100.00% | 494,239 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.04% | 0.01% | 39,285 | 39,285 | 100.00% | 480,848 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 35,794 | 35,794 | 100.00% | 438,119 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 30,478 | 30,478 | 100.00% | 373,051 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.03% | 0.00% | 30,359 | 30,359 | 100.00% | 372,000 | Jun 30, 2024 |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 0.03% | 0.14% | 28,808 | 28,808 | 100.00% | 354,627 | Jun 30, 2024 |
| BOKF, NA | 0.02% | 0.00% | 21,380 | 21,380 | 100.00% | 261,691 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.02% | 0.01% | 21,319 | 21,319 | 100.00% | 260,945 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.02% | 20,974 | 20,974 | 100.00% | 257,000 | Jun 30, 2024 |
| BELL INVESTMENT ADVISORS, INC | 0.00% | 0.00% | 966 | 966 | 100.00% | 11,824 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.01% | 630 | 630 | 100.00% | 7,711 | Jun 30, 2024 |
| WEALTHCOLLAB, LLC | 0.00% | 0.00% | 224 | 224 | 100.00% | 2,742 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 172 | 172 | 100.00% | 2,106 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.00% | 138 | 138 | 100.00% | 1,689 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 76 | 76 | 100.00% | 930 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | - | - | 4 | 4 | 100.00% | 49 | Jun 30, 2024 |
Dole's largest new institutional shareholder by number of shares is SOUTHEASTERN ASSET MANAGEMENT INC/TN/, purchased 1.63M shares, valued at $19.92M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| REDWOOD CAPITAL MANAGEMENT, LLC | - | - | - | -1,955,748 | -100.00% | - | Jun 30, 2024 |
| MEDINA VALUE PARTNERS, LLC | - | - | - | -1,100,614 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -327,111 | -100.00% | - | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | - | - | - | -118,682 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -77,818 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -45,394 | -100.00% | - | Jun 30, 2024 |
| TEJARA CAPITAL LTD | - | - | - | -44,314 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -35,268 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -25,307 | -100.00% | - | Jun 30, 2024 |
| CORECOMMODITY MANAGEMENT, LLC | - | - | - | -23,564 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -19,435 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -18,371 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | - | - | - | -18,207 | -100.00% | - | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | - | - | - | -17,600 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -16,053 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -15,312 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -12,857 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | - | - | - | -12,786 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -12,338 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -10,909 | -100.00% | - | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -10,070 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,863 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -3,364 | -100.00% | - | Jun 30, 2024 |
Dole's largest sold out institutional shareholder by shares sold is REDWOOD CAPITAL MANAGEMENT, LLC, sold -1.96M shares, valued at -, as of undefined.
Dole Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Eaton Vance Floating-Rate Income Plus Fund | 3.80% | 500,000 | - | - | May 31, 2021 |
| Adirondack Funds | 2.15% | 94,133 | - | - | Mar 31, 2024 |
| NEW IRELAND FUND INC | 1.38% | 47,035 | - | - | Jan 31, 2023 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.98% | 500,000 | - | - | Mar 31, 2024 |
| Alternative Credit Income Fund | 0.95% | 3,000,000 | - | - | Mar 31, 2024 |
| Ares Dynamic Credit Allocation Fund, Inc. | 0.60% | 3,500,000 | - | - | Mar 31, 2024 |
| EATON VANCE SENIOR INCOME TRUST | 0.49% | 768,281 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.44% | 13,729,133 | - | - | Mar 31, 2024 |
| F/M Funds Trust | 0.35% | 715,000 | - | - | Aug 31, 2023 |
| ARBITRAGE FUNDS | 0.33% | 1,500,000 | - | - | Feb 29, 2024 |
| Eaton Vance Floating-Rate Income Trust | 0.32% | 1,781,250 | - | - | Feb 29, 2024 |
| EATON VANCE SENIOR FLOATING RATE TRUST | 0.27% | 1,606,406 | - | - | Jan 31, 2024 |
| Blackstone Senior Floating Rate Term Fund | 0.27% | 783,783 | - | - | Mar 31, 2024 |
| SUNAMERICA INCOME FUNDS | 0.23% | 1,430,000 | 55,000 | 4.00% | Jun 30, 2021 |
| Blackstone Long-Short Credit Income Fund | 0.22% | 572,000 | - | - | Mar 31, 2024 |
| Blackstone Senior Floating Rate Term Fund | 0.20% | 599,000 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.20% | 477,500 | 477,522 | -2170554.55% | Mar 28, 2024 |
| Boston Income Portfolio | 0.19% | 9,816,000 | - | - | Apr 30, 2020 |
| Blackstone Strategic Credit Fund | 0.19% | 1,850,000 | - | - | Mar 31, 2024 |
| EATON VANCE SENIOR INCOME TRUST | 0.17% | 275,000 | - | - | Mar 31, 2024 |
| HIGH INCOME OPPORTUNITIES PORTFOLIO | 0.17% | 2,148,000 | - | - | Jan 31, 2024 |
| Virtus Total Return Fund Inc. | 0.12% | 235,351 | - | - | Feb 29, 2024 |
| Global Income Builder Portfolio | 0.10% | 107,000 | - | - | Apr 30, 2023 |
| EATON VANCE LTD DURATION INCOME FUND | 0.10% | 2,249,000 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.10% | 8,760 | 8,760 | - | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.10% | 3,000,000 | - | - | Mar 31, 2024 |
| EATON VANCE SENIOR FLOATING RATE TRUST | 0.08% | 500,000 | - | - | Jan 31, 2024 |
| EATON VANCE LTD DURATION INCOME FUND | 0.08% | 1,850,000 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.08% | 4,754 | 4,754 | - | Feb 29, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.07% | 114,843 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 0.07% | 10,380,000 | - | - | Mar 28, 2024 |
| VALIC Co II | 0.07% | 2,420,000 | -800,000 | -24.84% | Feb 28, 2021 |
| RBB Fund Trust | 0.07% | 65,000 | - | - | Feb 29, 2024 |
| MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND | 0.05% | 631,000 | - | - | Oct 31, 2022 |
| Eaton Vance Short Duration Diversified Income Fund | 0.04% | 118,000 | - | - | Jan 31, 2024 |
| Invesco Dynamic Credit Opportunities Fund | 0.03% | 265,928 | - | - | Aug 31, 2021 |
| THRIVENT MUTUAL FUNDS | 0.03% | 2,915,000 | - | - | Mar 28, 2024 |
| THRIVENT SERIES FUND INC | 0.03% | 3,064,000 | - | - | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.03% | 303,091 | - | - | Mar 31, 2024 |
| Invesco Senior Income Trust | 0.03% | 270,192 | - | - | Feb 29, 2024 |
| JPMORGAN TRUST II | 0.02% | 18,406,000 | - | - | Feb 29, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.01% | 3,340,593 | - | - | Feb 29, 2024 |
| SUNAMERICA INCOME FUNDS | 0.01% | 80,337 | - | - | Jun 30, 2021 |
| ADVISORS SERIES TRUST | 0.01% | 581,000 | - | - | Jan 31, 2024 |
| Dunham Funds | 0.01% | 816,563 | - | - | Jan 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.01% | 271,000 | - | - | Mar 31, 2024 |
| Dunham Funds | 0.01% | 725,000 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,898 | - | - | Mar 31, 2024 |
| INTEGRITY FUNDS | 0.01% | 19,000 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.01% | 150,000 | - | - | Mar 28, 2024 |
| VALIC Co II | 0.01% | 218,013 | -1,493 | -0.68% | Feb 28, 2021 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 513,594 | -145,148 | -22.03% | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 68,552 | 68,552 | - | Jan 31, 2024 |
| JPMORGAN TRUST II | 0.01% | 5,914,740 | - | - | Feb 29, 2024 |
| VIRTUS OPPORTUNITIES TRUST | 0.00% | 1,180,000 | - | - | Feb 29, 2024 |
| SSGA Active Trust | 0.00% | 528,285 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 1,203,000 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,440,000 | - | - | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 50,000 | - | - | Mar 31, 2023 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 187,522 | 100,142 | 114.61% | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 80,000 | - | - | Mar 31, 2024 |
| VIRTUS OPPORTUNITIES TRUST | 0.00% | 899,805 | - | - | Feb 29, 2024 |
| JPMorgan Trust I | 0.00% | 3,883,569 | - | - | Jan 31, 2024 |
| JPMorgan Trust I | 0.00% | 3,818,000 | - | - | Jan 31, 2024 |
| PAYDEN & RYGEL INVESTMENT GROUP | 0.00% | 4,582,836 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 240,051 | 172,392 | 254.80% | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 395,000 | - | - | Feb 29, 2024 |
| North Square Investments Trust | 0.00% | 14,590 | 14,590 | - | Feb 29, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 19,834 | - | - | Mar 31, 2023 |
| PAYDEN & RYGEL INVESTMENT GROUP | 0.00% | 2,500,000 | - | - | Jan 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 44,602 | -704 | -1.55% | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 149,306 | 18,500 | 14.14% | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 14,657 | - | - | Jan 31, 2024 |
| TRANSAMERICA FUNDS | 0.00% | 1,733,980 | - | - | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 65,000 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 33,071 | - | - | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,510,000 | - | - | Mar 31, 2024 |
| EATON VANCE MUTUAL FUNDS TRUST | 0.00% | 92,000 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 558,854 | 464,500 | 492.29% | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 1,398,000 | - | - | Dec 31, 2023 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 236,161 | - | - | Mar 31, 2024 |
| TRANSAMERICA FUNDS | 0.00% | 770,000 | - | - | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 755,616 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 1,353 | 1,353 | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 751 | - | - | Mar 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 308,335 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 30,219 | -442 | -1.44% | Mar 28, 2024 |
| Brighthouse Funds Trust I | 0.00% | 1,463,779 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 40,615 | -37,063 | -47.71% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 16,379 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 320,540 | 35,857 | 12.60% | Feb 29, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 385,000 | - | - | Mar 28, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 656,000 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 1,631,000 | - | - | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 33,111 | 16,865 | 103.81% | Feb 29, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 1,761,000 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 149,453 | 2,404 | 1.63% | Jan 31, 2024 |
| ProFunds | 0.00% | 556 | -47 | -7.79% | Mar 31, 2024 |
| Amplify ETF Trust | 0.00% | 1,286 | - | - | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 122,628 | - | - | Mar 28, 2024 |
Dole's largest mutual fund holder by % of total assets is "Eaton Vance Floating-Rate Income Plus Fund", owning 500.00K shares, compromising 3.80% of its total assets.
Dole Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 130 | -14.47% |
| 31 Mar, 24 | 152 | - |
| 31 Dec, 23 | 152 | 25.62% |
| 30 Sep, 23 | 121 | 4.31% |
| 30 Jun, 23 | 116 | 38.10% |
| 31 Mar, 23 | 84 | 6.33% |
| 31 Dec, 22 | 79 | -14.13% |
| 30 Sep, 22 | 92 | 9.52% |
| 30 Jun, 22 | 84 | -3.45% |
| 31 Mar, 22 | 87 | 2.35% |
| 31 Dec, 21 | 85 | 21.43% |
| 30 Sep, 21 | 70 | - |
As of 30 Jun 24, 130 institutions are holding Dole's shares, representing a decrease of -14.47% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 45,166,135 | -1.80% |
| 31 Mar, 24 | 45,995,659 | -10.82% |
| 31 Dec, 23 | 51,577,038 | 28.18% |
| 30 Sep, 23 | 40,239,536 | 3.88% |
| 30 Jun, 23 | 38,735,375 | 19.42% |
| 31 Mar, 23 | 32,436,742 | 2.83% |
| 31 Dec, 22 | 31,543,650 | 23.95% |
| 30 Sep, 22 | 25,448,667 | -12.11% |
| 30 Jun, 22 | 28,955,691 | -14.77% |
| 31 Mar, 22 | 33,972,057 | -1.52% |
| 31 Dec, 21 | 34,497,205 | 5.19% |
| 30 Sep, 21 | 32,795,216 | - |
Dole (DOLE) has 45.17M shares outstanding as of 30 Jun 24, down -1.80% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 47.58% | 2.03% |
| 31 Mar, 24 | 48.45% | 1.64% |
| 31 Dec, 23 | 54.33% | 3.02% |
| 30 Sep, 23 | 42.40% | 2.54% |
| 30 Jun, 23 | 40.82% | 3.49% |
| 31 Mar, 23 | 34.18% | 3.09% |
| 31 Dec, 22 | 33.24% | 4.62% |
| 30 Sep, 22 | 26.82% | 2.88% |
| 30 Jun, 22 | 30.52% | 2.38% |
| 31 Mar, 22 | 35.81% | 1.57% |
| 31 Dec, 21 | 47.79% | 3.00% |
| 30 Sep, 21 | 39.91% | - |
As of 30 Jun 24, Dole is held by 47.58% institutional shareholders, representing a 2.03% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 72 | -19.10% |
| 31 Mar, 24 | 89 | -6.32% |
| 31 Dec, 23 | 95 | 43.94% |
| 30 Sep, 23 | 66 | -17.50% |
| 30 Jun, 23 | 80 | 86.05% |
| 31 Mar, 23 | 43 | 13.16% |
| 31 Dec, 22 | 38 | -17.39% |
| 30 Sep, 22 | 46 | -4.17% |
| 30 Jun, 22 | 48 | 2.13% |
| 31 Mar, 22 | 47 | 9.30% |
| 31 Dec, 21 | 43 | -33.85% |
| 30 Sep, 21 | 65 | - |
72 institutional shareholders have increased their position in DOLE stock as of 30 Jun 24 compared to 89 in the previous quarter (a -19.10% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 44 | -10.20% |
| 31 Mar, 24 | 49 | 32.43% |
| 31 Dec, 23 | 37 | 5.71% |
| 30 Sep, 23 | 35 | 84.21% |
| 30 Jun, 23 | 19 | -24.00% |
| 31 Mar, 23 | 25 | -3.85% |
| 31 Dec, 22 | 26 | 8.33% |
| 30 Sep, 22 | 24 | 26.32% |
| 30 Jun, 22 | 19 | -20.83% |
| 31 Mar, 22 | 24 | - |
| 31 Dec, 21 | 24 | - |
| 30 Sep, 21 | - | - |
44 institutional shareholders have reduced their position in DOLE stock as of 30 Jun 24 compared to 49 in the previous quarter (a -10.20% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 130 | -14.47% | 45,166,135 | -1.80% | 47.58% | 2.03% | 72 | -19.10% | 44 | -10.20% |
| 31 Mar, 24 | 152 | - | 45,995,659 | -10.82% | 48.45% | 1.64% | 89 | -6.32% | 49 | 32.43% |
| 31 Dec, 23 | 152 | 25.62% | 51,577,038 | 28.18% | 54.33% | 3.02% | 95 | 43.94% | 37 | 5.71% |
| 30 Sep, 23 | 121 | 4.31% | 40,239,536 | 3.88% | 42.40% | 2.54% | 66 | -17.50% | 35 | 84.21% |
| 30 Jun, 23 | 116 | 38.10% | 38,735,375 | 19.42% | 40.82% | 3.49% | 80 | 86.05% | 19 | -24.00% |
| 31 Mar, 23 | 84 | 6.33% | 32,436,742 | 2.83% | 34.18% | 3.09% | 43 | 13.16% | 25 | -3.85% |
| 31 Dec, 22 | 79 | -14.13% | 31,543,650 | 23.95% | 33.24% | 4.62% | 38 | -17.39% | 26 | 8.33% |
| 30 Sep, 22 | 92 | 9.52% | 25,448,667 | -12.11% | 26.82% | 2.88% | 46 | -4.17% | 24 | 26.32% |
| 30 Jun, 22 | 84 | -3.45% | 28,955,691 | -14.77% | 30.52% | 2.38% | 48 | 2.13% | 19 | -20.83% |
| 31 Mar, 22 | 87 | 2.35% | 33,972,057 | -1.52% | 35.81% | 1.57% | 47 | 9.30% | 24 | - |
| 31 Dec, 21 | 85 | 21.43% | 34,497,205 | 5.19% | 47.79% | 3.00% | 43 | -33.85% | 24 | - |
| 30 Sep, 21 | 70 | - | 32,795,216 | - | 39.91% | - | 65 | - | - | - |
Dole Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Dole's stock was made by Lansing Sherry on Nov 05 2013, selling 9,701 shares at $13.50 per share (valued at $130.96K). The last insider buy of DOLE was made by Weinberg Dennis M on Aug 24 2011, buying 2,252 shares at $10.00 per share (worth $22.52K).
Dole Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|
DOLE Ownership FAQ
Who Owns Dole?
Dole is owned by institutional shareholders (47.58%), insiders (24.65%), and public (27.78%). The largest institutional shareholder of Dole is PALE FIRE CAPITAL SE (8.63% of total shares) and the top mutual fund owner is Eaton Vance Floating-Rate Income Plus Fund (3.80% of total shares).
Who are the major institutional shareholders of Dole?
Dole's major institutional shareholders are PALE FIRE CAPITAL SE, RUBRIC CAPITAL MANAGEMENT LP, BLACKROCK INC., IMPAX ASSET MANAGEMENT GROUP PLC, and SOUTHEASTERN ASSET MANAGEMENT INC/TN/. The top five shareholders own together 22.38% of the company's share outstanding.
How many Dole shareholders are there?
As of Jun 2024, there are 130 institutional shareholders of Dole.
What percentage of Dole is owned by PALE FIRE CAPITAL SE?
PALE FIRE CAPITAL SE owns 8.2M shares of Dole, representing 8.63% of the company's total shares outstanding, valued at $100.33M (as of Jun 2024).
What percentage of Dole is owned by RUBRIC CAPITAL MANAGEMENT LP?
As of Jun 2024, RUBRIC CAPITAL MANAGEMENT LP holds 5.14M shares of Dole (DOLE), compromising 5.42% of the company, valued at $62.93M.
What percentage of Dole is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Dole. The company owns 4.32M of the company's shares outstanding (worth $52.9M).