DOLE Institutional Ownership
Dole plc
1W: -0.4%
1M: +1.7%
3M: -8.7%
YTD: -9.8%
1Y: +3.0%
3Y: +31.3%
5Y: -0.8%
$13.20
-0.10 (-0.75%)
Weekly Expected Move ±2.6%
$13
$13
$13
$14
$14
Credit Risk of going bust: lower than 68% of companies Debt: 53.7% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.51 (down 96%), Dole plc would be worth roughly what it owes.
Total debt $1.45B against a stock market value of $1.25B.
Distance to default 7.29 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $546.9M (short-term plus half of long-term), stock volatility 23.5%; Altman Z'' 1.91. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $1.45B against a stock market value of $1.25B.
Distance to default 7.29 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $546.9M (short-term plus half of long-term), stock volatility 23.5%; Altman Z'' 1.91. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — DOLE
251
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$936M
Total Invested
39
New Positions
83
Increased
105
Reduced
39
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (271 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pale Fire Capital SE | 9,427,476 | $124M | — | +0.0% | 15Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 5,253,699 | $69M | +254,604 | +5.1% | 10Q | SEC ↗ |
| 3 | BlackRock, Inc. | 5,245,419 | $69M | +982,189 | +23.0% | 8Q | SEC ↗ |
| 4 | River Road Asset Management, LLC | 4,559,787 | $60M | -135,164 | -2.9% | 8Q | SEC ↗ |
| 5 | VICTORY CAPITAL MANAGEMENT INC | 4,395,333 | $58M | -589,870 | -11.8% | 7Q | SEC ↗ |
| 6 | TWO SIGMA INVESTMENTS, LP | 2,806,620 | $37M | +425,194 | +17.9% | 4Q | SEC ↗ |
| 7 | SOUTHEASTERN ASSET MANAGEMENT INC/TN | 1,752,155 | $23M | -181,553 | -9.4% | 9Q | SEC ↗ |
| 8 | Panview Capital Ltd | 1,716,784 | $23M | +360,961 | +26.6% | 4Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 1,617,684 | $21M | +456,545 | +39.3% | 20Q | SEC ↗ |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,560,777 | $21M | +992,501 | +174.7% | 2Q | SEC ↗ |
| 11 | STATE STREET CORP | 1,505,237 | $20M | +329,904 | +28.1% | 16Q | SEC ↗ |
| 12 | Invenomic Capital Management LP | 1,430,966 | $19M | -329,343 | -18.7% | 7Q | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 1,418,534 | $19M | +547,274 | +62.8% | 11Q | SEC ↗ |
| 14 | AMERICAN CENTURY COMPANIES INC | 1,307,141 | $17M | -571,651 | -30.4% | 12Q | SEC ↗ |
| 15 | Impax Asset Management Group plc | 1,304,886 | $17M | -39,246 | -2.9% | 20Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 1,191,917 | $16M | +133,912 | +12.7% | 10Q | SEC ↗ |
| 17 | ALGERT GLOBAL LLC | 1,172,568 | $15M | +688,042 | +142.0% | 8Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 1,170,618 | $15M | -29,531 | -2.5% | 7Q | SEC ↗ |
| 19 | Medina Value Partners, LLC NEW | 1,084,247 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 1,079,764 | $14M | +249,243 | +30.0% | 13Q | SEC ↗ |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 860,793 | $11M | +107,019 | +14.2% | 19Q | SEC ↗ |
| 22 | LSV ASSET MANAGEMENT | 781,500 | $10M | +37,500 | +5.0% | 8Q | SEC ↗ |
| 23 | UBS Group AG | 778,776 | $10M | +12,468 | +1.6% | 20Q | SEC ↗ |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 707,965 | $9M | -133,933 | -15.9% | 12Q | SEC ↗ |
| 25 | D. E. Shaw & Co., Inc. | 707,729 | $9M | +195,945 | +38.3% | 10Q | SEC ↗ |
| 26 | Nuveen, LLC | 626,827 | $8M | -1,156,998 | -64.9% | 6Q | SEC ↗ |
| 27 | Trexquant Investment LP | 581,040 | $8M | +186,492 | +47.3% | 4Q | SEC ↗ |
| 28 | JACOBS LEVY EQUITY MANAGEMENT, INC | 568,044 | $7M | -16,745 | -2.9% | 10Q | SEC ↗ |
| 29 | NORTHERN TRUST CORP | 536,960 | $7M | +141,755 | +35.9% | 13Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 477,904 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 477,904 | $6M | +73,480 | +18.2% | 15Q | SEC ↗ |
| 32 | Empowered Funds, LLC | 455,465 | $6M | +6,067 | +1.4% | 12Q | SEC ↗ |
| 33 | SHAH CAPITAL MANAGEMENT | 440,826 | $6M | -17,696 | -3.9% | 16Q | SEC ↗ |
| 34 | MORGAN STANLEY | 437,036 | $6M | -250,941 | -36.5% | 20Q | SEC ↗ |
| 35 | Harber Asset Management LLC | 341,592 | $5M | +7,830 | +2.3% | 20Q | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 337,952 | $4M | +127,540 | +60.6% | 17Q | SEC ↗ |
| 37 | CastleKnight Management LP | 336,500 | $4M | — | +0.0% | 4Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 328,919 | $4M | -3,501 | -1.1% | 16Q | SEC ↗ |
| 39 | AQR CAPITAL MANAGEMENT LLC | 278,624 | $4M | +84,833 | +43.8% | 9Q | SEC ↗ |
| 40 | LAZARD ASSET MANAGEMENT LLC | 268,234 | $4M | +11,517 | +4.5% | 4Q | SEC ↗ |
| 41 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 256,247 | $3M | -53,214 | -17.2% | 5Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 244,872 | $3M | +59,453 | +32.1% | 13Q | SEC ↗ |
| 43 | PDT Partners, LLC | 231,816 | $3M | -15,834 | -6.4% | 17Q | SEC ↗ |
| 44 | DENALI ADVISORS LLC | 231,300 | $3M | -97,800 | -29.7% | 6Q | SEC ↗ |
| 45 | GOLDMAN SACHS GROUP INC | 230,937 | $3M | -64,627 | -21.9% | 14Q | SEC ↗ |
| 46 | BANK OF AMERICA CORP /DE | 215,440 | $3M | +96,635 | +81.3% | 15Q | SEC ↗ |
| 47 | ALLIANCEBERNSTEIN L.P. | 209,296 | $3M | -5,830 | -2.7% | 13Q | SEC ↗ |
| 48 | Knights of Columbus Asset Advisors LLC | 180,752 | $2M | +56,473 | +45.4% | 12Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 177,748 | $2M | -331,232 | -65.1% | 8Q | SEC ↗ |
| 50 | Waterfront Wealth Inc. | 172,977 | $2M | -598 | -0.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Medina Value Partners, LLC | 1,084,247 | $14M |
| Sixth Street Partners Management Co | 477,904 | $6M |
| Swiss National Bank | 152,800 | $2M |
| Schonfeld Strategic Advisors LLC | 132,514 | $2M |
| Penn Capital Management Company, LL | 111,999 | $1M |
| Bridgefront Capital, LLC | 103,560 | $1M |
| Graham Capital Management, L.P. | 94,936 | $1M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 62,700 | $828K |
| VANGUARD ASSET MANAGEMENT, Ltd | 54,985 | $726K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 47,312 | $625K |
| Numerai GP LLC | 45,818 | $605K |
| Sound Capital Solutions LLC | 41,480 | $548K |
| Jain Global LLC | 34,800 | $459K |
| Jupiter Topco LLC | 33,800 | $446K |
| Ethic Inc. | 22,482 | $297K |
| ARIZONA STATE RETIREMENT SYSTEM | 21,007 | $277K |
| Cetera Investment Advisers | 20,347 | $269K |
| MQS Management LLC | 20,022 | $264K |
| Zurcher Kantonalbank (Zurich Canton | 18,722 | $247K |
| KLP KAPITALFORVALTNING AS | 17,300 | $228K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ATLANTIC INVESTMENT MANAGEMENT, INC | 675,948 | $9M |
| DNCA FINANCE | 449,117 | $6M |
| ExodusPoint Capital Management, LP | 242,890 | $3M |
| Man Group plc | 201,173 | $3M |
| Praetorian PR LLC | 173,500 | $2M |
| Verition Fund Management LLC | 165,670 | $2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 150,389 | $2M |
| HUSSMAN STRATEGIC ADVISORS, INC. | 147,000 | $2M |
| Balyasny Asset Management L.P. | 143,569 | $2M |
| Magnetar Financial LLC | 128,869 | $2M |
| Corient Private Wealth LLC | 95,217 | $1M |
| CoreCommodity Management, LLC | 72,023 | $951K |
| Weiss Asset Management LP | 60,016 | $792K |
| SEI INVESTMENTS CO | 54,129 | $715K |
| FOX RUN MANAGEMENT, L.L.C. | 52,660 | $695K |
| Gotham Asset Management, LLC | 51,184 | $676K |
| Vident Advisory, LLC | 42,653 | $563K |
| Entropy Technologies, LP | 42,516 | $561K |
| State of New Jersey Common Pension | 41,959 | $554K |
| State of Tennessee, Department of T | 39,264 | $518K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | +992,501 | +174.7% | 1,560,777 |
| BlackRock, Inc. | +982,189 | +23.0% | 5,245,419 |
| ALGERT GLOBAL LLC | +688,042 | +142.0% | 1,172,568 |
| Qube Research & Technologies Ltd | +547,274 | +62.8% | 1,418,534 |
| JPMORGAN CHASE & CO | +456,545 | +39.3% | 1,617,684 |
| TWO SIGMA INVESTMENTS, LP | +425,194 | +17.9% | 2,806,620 |
| Panview Capital Ltd | +360,961 | +26.6% | 1,716,784 |
| STATE STREET CORP | +329,904 | +28.1% | 1,505,237 |
| DIMENSIONAL FUND ADVISORS LP | +254,604 | +5.1% | 5,253,699 |
| GEODE CAPITAL MANAGEMENT, LLC | +249,243 | +30.0% | 1,079,764 |
| D. E. Shaw & Co., Inc. | +195,945 | +38.3% | 707,729 |
| Trexquant Investment LP | +186,492 | +47.3% | 581,040 |
| Atom Investors LP | +143,460 | +843.9% | 160,459 |
| NORTHERN TRUST CORP | +141,755 | +35.9% | 536,960 |
| Quantbot Technologies LP | +139,591 | +638.4% | 161,458 |
| AMERIPRISE FINANCIAL INC | +133,912 | +12.7% | 1,191,917 |
| Russell Investments Group, Ltd. | +127,540 | +60.6% | 337,952 |
| FMR LLC | +119,778 | +3971.4% | 122,794 |
| RENAISSANCE TECHNOLOGIES LLC | +107,019 | +14.2% | 860,793 |
| BANK OF AMERICA CORP /DE | +96,635 | +81.3% | 215,440 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Nuveen, LLC | -1,156,998 | -64.9% | 626,827 |
| VICTORY CAPITAL MANAGEMENT INC | -589,870 | -11.8% | 4,395,333 |
| AMERICAN CENTURY COMPANIES INC | -571,651 | -30.4% | 1,307,141 |
| SG Americas Securities, LLC | -529,811 | -97.7% | 12,589 |
| ACADIAN ASSET MANAGEMENT LLC | -385,451 | -95.7% | 17,476 |
| HRT FINANCIAL LP | -349,659 | -88.6% | 45,064 |
| CITADEL ADVISORS LLC | -331,232 | -65.1% | 177,748 |
| Invenomic Capital Management LP | -329,343 | -18.7% | 1,430,966 |
| MORGAN STANLEY | -250,941 | -36.5% | 437,036 |
| SOUTHEASTERN ASSET MANAGEMENT INC/T | -181,553 | -9.4% | 1,752,155 |
| Invesco Ltd. | -168,487 | -61.3% | 106,302 |
| Point72 Asset Management, L.P. | -154,873 | -59.7% | 104,521 |
| River Road Asset Management, LLC | -135,164 | -2.9% | 4,559,787 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -133,933 | -15.9% | 707,965 |
| Y-Intercept (Hong Kong) Ltd | -101,795 | -81.0% | 23,910 |
| BENJAMIN EDWARDS INC | -99,777 | -87.7% | 13,988 |
| DENALI ADVISORS LLC | -97,800 | -29.7% | 231,300 |
| BARCLAYS PLC | -71,621 | -83.3% | 14,381 |
| GOLDMAN SACHS GROUP INC | -64,627 | -21.9% | 230,937 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | -64,626 | -58.1% | 46,657 |