Dole Ownership | Who Owns Dole?
Dole Ownership Summary
Dole is owned by 50.77% institutional investors, 24.65% insiders, and 24.59% retail investors. Pale fire capital se is the largest institutional shareholder, holding 8.63% of DOLE shares. iShares Russell 2000 ETF is the top mutual fund, with 2.07% of its assets in Dole shares.
DOLE Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Dole | 50.77% | 24.65% | 24.59% |
Sector | Consumer Defensive Stocks | 48.97% | 13.00% | 38.02% |
Industry | Farm Stocks | 37.57% | 13.80% | 48.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Pale fire capital se | 8.20M | 8.63% | $100.33M |
Rubric capital management lp | 5.14M | 5.42% | $62.93M |
Blackrock | 4.32M | 4.55% | $52.90M |
Impax asset management group | 1.96M | 2.07% | $24.01M |
Southeastern asset management inc/tn/ | 1.63M | 1.71% | $19.92M |
Morgan stanley | 1.33M | 1.40% | $16.29M |
Jpmorgan chase | 1.25M | 1.32% | $15.30M |
State street | 1.24M | 1.30% | $15.21M |
Charles schwab investment management | 1.13M | 1.19% | $13.81M |
High ground investment management llp | 986.30K | 1.04% | $12.07M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Pale fire capital se | 8.20M | 11.31% | $100.33M |
High ground investment management llp | 986.30K | 4.71% | $12.07M |
Harber asset management | 927.25K | 3.03% | $11.35M |
Rubric capital management lp | 5.14M | 1.65% | $62.93M |
Lesa sroufe | 133.21K | 1.58% | $1.63M |
Southeastern asset management inc/tn/ | 1.63M | 0.87% | $19.92M |
Dnca finance | 794.97K | 0.83% | $9.73M |
Shah capital management | 303.72K | 0.80% | $3.72M |
Strategic global advisors | 288.09K | 0.74% | $3.53M |
Summerhaven investment management | 59.14K | 0.48% | $723.92K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Southeastern asset management inc/tn/ | 1.63M | 0.87% | 1.63M |
Dnca finance | 794.97K | 0.83% | 794.97K |
Dimensional fund advisors lp | 831.95K | 0.00% | 667.30K |
Morgan stanley | 1.33M | 0.00% | 562.80K |
American century companies | 941.29K | 0.01% | 537.58K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Redwood capital management | - | - | -1.96M |
Medina value partners | - | - | -1.10M |
Hps investment partners | - | - | -538.89K |
Lombard odier asset management (switzerland) sa | - | - | -327.11K |
Impax asset management group | 1.96M | 0.10% | -245.76K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Southeastern asset management inc/tn/ | 1.63M | 0.87% | 1.63M | $19.92M |
Dnca finance | 794.97K | 0.83% | 794.97K | $9.73M |
Corebridge financial | 40.38K | 0.00% | 40.38K | $494.24K |
Engineers gate manager lp | 39.28K | 0.01% | 39.28K | $480.85K |
Mirae asset global etfs | 35.79K | 0.00% | 35.79K | $438.12K |
Sold Out
Holder | Change |
---|---|
Cbiz investment advisory services | -26.00 |
Zurcher kantonalbank (zurich cantonalbank) | -1.51K |
Nverses capital | -2.20K |
Point72 hong kong | -3.36K |
Metropolitan life insurance co/ny | -3.86K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 155 | 1.97% | 48,193,279 | 4.78% | 50 | 2.16% | 86 | -3.37% | 50 | 2.04% |
Mar 31, 2024 | 152 | - | 45,995,659 | -10.82% | 48 | 1.64% | 89 | -6.32% | 49 | 32.43% |
Dec 31, 2023 | 152 | 25.62% | 51,577,038 | 28.18% | 54 | 3.02% | 95 | 43.94% | 37 | 5.71% |
Sep 30, 2023 | 121 | 4.31% | 40,239,536 | 3.88% | 42 | 2.54% | 66 | -17.50% | 35 | 84.21% |
Jun 30, 2023 | 116 | 38.10% | 38,735,375 | 19.42% | 40 | 3.49% | 80 | 86.05% | 19 | -24.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Russell 2000 ETF | 1.96M | 2.07% | -4.42K |
Longleaf Partners Small-Cap | 1.77M | 1.87% | 1.77M |
BNP Paribas Smart Food I Cap | 1.46M | 1.53% | -90.83K |
Impax Sustainable Food Strategy Comp | 1.46M | 1.53% | -91.46K |
Avantis US Small Cap Value ETF | 1.45M | 1.53% | - |
AMG River Road Small Cap Value N | 1.32M | 1.39% | - |
DNCA Invest Archer Mid-Cap Europe I EUR | 793.79K | 0.84% | -4.83K |
Fidelity Small Cap Index | 770.64K | 0.81% | -17.24K |
CREF Stock R1 | 750.43K | 0.79% | - |
iShares Russell 2000 Value ETF | 723.05K | 0.76% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 14, 2012 | Hugh Yoon J. | VP, Corporate Controller & CAO | Sell | $105.57K |
Aug 23, 2011 | Weinberg Dennis M | - | Buy | $22.52K |
Aug 19, 2011 | Weinberg Dennis M | - | Buy | $27.05K |
Nov 26, 2010 | Lansing Sherry | - | Sell | $39.60K |
May 25, 2010 | Weinberg Dennis M | - | Buy | $44.25K |
DOLE Ownership FAQ
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