undamentalytics Newsletter

Dole plc: which funds bought and sold

Institutions that bought and sold Dole shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 119 institutions that filed 13F reports for both quarters added to or opened positions in Dole, and 103 cut or closed them. Together they added a net 878K shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 800K shares (−3.0%); index fund managers were net buyers of 2.8M shares (+36.1%). 36 opened a new position and 37 sold out entirely.

Bought, Q2 2026 119 institutions, 36 of them new holders Sold, Q2 2026 103 institutions, 37 of them sold out
Net change, all compared +878K shares (+1.3%)
Net change, active managers −800K shares (−3.0%), 21 bought, 25 sold

Buyers versus sellers

institutions compared, 245
Active managers and hedge funds 21 bought · 25 sold · −800K
Index fund managers 10 bought · 0 sold · +2.8M
Other institutions 88 bought · 78 sold · −1.1M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Medina Value Partners, LLC +1.1M New position 1.1M $14.9M
Vanguard Portfolio Management LLC Index funds +993K +174.7% 1.6M $21.4M
Blackrock, Inc. Index funds +982K +23.0% 5.2M $72M
Algert Global LLC Hedge fund +688K +142.0% 1.2M $16.1M
Qube Research & Technologies Ltd Hedge fund +547K +62.8% 1.4M $19.5M
Jpmorgan Chase & Co +457K +39.3% 1.6M $22.5M
Two Sigma Investments, LP Hedge fund +425K +17.9% 2.8M $38.5M
Panview Capital Ltd +361K +26.6% 1.7M $23.6M
State Street Corp Index funds +330K +28.1% 1.5M $20.8M
Dimensional Fund Advisors LP +255K +5.1% 5.3M $72.1M
Geode Capital Management, LLC Index funds +249K +30.0% 1.1M $14.8M
D. E. Shaw & Co., Inc. Hedge fund +196K +38.3% 708K $9.7M
Trexquant Investment LP Hedge fund +186K +47.3% 581K $8M
Swiss National Bank +153K New position 153K $2.1M
Atom Investors LP +143K +843.9% 160K $2.2M
Northern Trust Corp Index funds +142K +35.9% 537K $7.4M
Quantbot Technologies LP Hedge fund +140K +638.4% 161K $2.2M
Ameriprise Financial Inc +134K +12.7% 1.2M $16.4M
Schonfeld Strategic Advisors LLC Hedge fund +133K New position 133K $1.8M
Russell Investments Group, Ltd. +128K +60.6% 338K $4.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Nuveen, LLC −1.2M −64.9% 627K $8.6M
Atlantic Investment Management, Inc. −676K Sold out 0 —
Victory Capital Management Inc Active manager −590K −11.8% 4.4M $60.3M
American Century Companies Inc Active manager −572K −30.4% 1.3M $17.9M
SG Americas Securities, LLC −530K −97.7% 13K $173,000
Dnca Finance −449K Sold out 0 —
Acadian Asset Management LLC Active manager −385K −95.7% 17K $239,000
HRT Financial LP −350K −88.6% 45K $618,000
Citadel Advisors LLC Hedge fund −331K −65.1% 178K $2.4M
Invenomic Capital Management LP Hedge fund −329K −18.7% 1.4M $19.6M
Morgan Stanley −251K −36.5% 437K $6M
Exoduspoint Capital Management, LP Hedge fund −243K Sold out 0 —
Man Group PLC Hedge fund −201K Sold out 0 —
Southeastern Asset Management Inc Active manager −182K −9.4% 1.8M $24M
Invesco Ltd. −168K −61.3% 106K $1.5M
Point72 Asset Management, L.P. Hedge fund −155K −59.7% 105K $1.4M
Hussman Strategic Advisors, Inc. −147K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −144K Sold out 0 —
River Road Asset Management, LLC Active manager −135K −2.9% 4.6M $62.6M
Bridgeway Capital Management, LLC Active manager −134K −15.9% 708K $9.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Medina Value Partners, LLC 1.1M $14.9M
Swiss National Bank 153K $2.1M
Schonfeld Strategic Advisors LLCHedge fund 133K $1.8M
Penn Capital Management Company, LLCActive manager 112K $1.5M
Bridgefront Capital, LLC 104K $1.4M
Graham Capital Management, L.P.Hedge fund 95K $1.3M
Occudo Quantitative Strategies LP 63K $860,244
Vanguard Asset Management, Ltd 55K $754,394
Teacher Retirement System Of Texas 47K $649,121
Numerai Gp LLC 46K $628,623

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Atlantic Investment Management, Inc. 676K $9.7M
Dnca Finance 449K $6.4M
Exoduspoint Capital Management, LPHedge fund 243K $3.5M
Man Group PLCHedge fund 201K $2.9M
Hussman Strategic Advisors, Inc. 147K $2.1M
Balyasny Asset Management L.P.Hedge fund 144K $2.1M
Magnetar Financial LLCHedge fund 129K $1.8M
Corecommodity Management, LLC 72K $1M
Sei Investments Co 54K $773,495
Fox Run Management, L.L.C. 53K $757,777

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
210
Ten largest holders
55.9%
of 13F-reported shares
Index fund managers
15.4%
of 13F-reported shares
Active managers and hedge funds
38.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 21 25 4 7 −800K −3.0%
Index fund managers 10 0 1 0 +2.8M +36.1%
Other institutions 88 78 31 30 −1.1M −3.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Dole plc · Insiders · Politicians