HolderBook

DOVER CORP (DOV)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

44
Reporting holders
$32.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,124
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
NORTH POINT PORTFOLIO MANAGERS CORP/OH$11.2M59,6491.88%32q-4.0%-$468.9K
BENEDICT FINANCIAL ADVISORS INC$3.5M18,5110.69%32q-0.8%-$27.3K
ROCKLAND TRUST CO$2.9M15,3260.11%32qHELD
Gradient Investments LLC$2.4M12,7760.03%3q-1.9%-$45.3K
Farther Finance Advisors, LLC$2.2M11,9260.02%16q-0.8%-$18.1K
GAMMA Investing LLC$1.5M7,7840.05%12q-0.8%-$12.3K
Family Legacy Financial Solutions, LLC$1.4M7,5660.82%6q+2.6%+$36.1K
TILIA FIDUCIARY PARTNERS, INC.$1.2M6,2420.27%20q+74.9%+$500.1K
Atlas Brown,Inc.$548.6K2,9330.14%32qHELD
Balefire, LLC$511.0K2,7320.08%2q+15.4%+$68.1K
Wedmont Private Capital$491.7K2,6020.01%16q-16.9%-$100.3K
KFA Private Wealth Group, LLC$471.3K2,5190.11%6qHELD
Bill Few Associates, Inc.$418.2K2,2360.09%20qHELD
CANANDAIGUA NATIONAL BANK & TRUST CO$408.9K2,1860.04%19qHELD
AVITY INVESTMENT MANAGEMENT INC.$382.1K2,0430.02%15qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$341.7K1,8270.00%5q-43.6%-$264.7K
BAKER TILLY WEALTH MANAGEMENT, LLC$307.7K1,6450.06%5q-0.5%-$1.7K
SAPIENT CAPITAL LLC$306.6K1,6390.00%3q-50.0%-$306.9K
Valeo Financial Advisors, LLC$242.9K1,2990.01%12qHELD
Venture Visionary Partners LLC$239.2K1,2790.01%16q+0.6%+$1.3K
ACIMA PRIVATE WEALTH, LLC$233.8K1,2500.07%32qHELD
Hummer Financial Advisory Services Inc$218.8K1,1700.14%4qHELD
Grove Bank & Trust$188.5K1,0080.02%16qHELD
EASTERN BANK$168.9K9030.00%9qHELD
ELEVATION WEALTH PARTNERS, LLC$140.3K7500.04%12q-1.6%-$2.2K
MassMutual Private Wealth & Trust, FSB$120.1K6420.00%32q-7.0%-$9.0K
Sarver Vrooman Wealth Advisors$52.9K2830.03%7qHELD
Davis Capital Management$50.7K2710.03%13qHELD
Dorato Capital Management$49.0K2600.03%4qHELD
Versant Capital Management, Inc$38.3K2050.00%23q+17.1%+$5.6K
Coastline Trust Co$27.1K1450.00%9q-40.3%-$18.3K
Rosenberg Matthew Hamilton$22.8K1220.00%26qHELD
CoreCap Advisors, LLC$17.4K930.00%9q+4.5%
TOMPKINS FINANCIAL CORP$14.0K750.00%9qHELD
Hickory Point Bank & Trust$12.9K690.01%3qHELD
GK Wealth Management LLC$11.4K610.01%newNEW
Mn Services Vermogensbeheer B.V.$7.3K39,2370.05%31qHELD
Retirement Wealth Solutions LLC$4.9K260.00%8qHELD
Marquette Asset Management, LLC$2.8K150.00%5q-46.4%-$2.4K
MJT & Associates Financial Advisory Group, Inc.$2.1K110.00%7qHELD
Olistico Wealth, LLC$1.9K100.00%4qHELD
Wealth Enhancement Trust Services, Inc.$1.9K100.00%4q-50.0%-$1.9K
Planning Strategies Inc.$1.5K80.00%2q-11.1%
TOTH FINANCIAL ADVISORY CORP$93650.00%newNEW
NEVILLE RODIE & SHAW INC$8764,6820.06%32qHELD
CX Institutional$4782,5570.01%32q+13.1%
Trust Co$37420.00%4qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202644$32.2M172,11426150.0%
Q2 20261,168$30.3B132,060,4741173323790.8%
Q1 20261,131$26.3B125,774,1731013243760.6%
Q4 20251,115$24.3B123,814,5241343143410.6%
Q3 20251,057$21.6B126,767,8341023243302.3%
Q2 20251,060$22.2B119,466,185883663111.0%
Q1 20251,066$20.9B118,301,991973033460.7%
Q4 20241,054$22.0B116,382,253763222770.7%
Q3 2024998$24.5B126,885,187963033020.7%
Q2 2024956$23.3B128,087,007922513310.9%
Q1 2024924$24.5B136,824,512882403101.2%
Q4 2023895$20.8B134,992,041772143050.3%
Q3 2023842$16.7B119,312,892362472870.3%
Q2 2023903$17.6B118,987,275732253110.2%
Q1 2023886$18.5B121,329,205882542650.4%
Q4 2022867$16.3B119,965,647962342550.4%
Q3 2022812$14.3B121,920,862452642480.5%
Q2 2022842$14.7B120,872,772692472710.3%
Q1 2022901$19.4B122,783,581602872910.4%
Q4 2021949$22.1B121,212,564972582770.7%
Q3 2021869$18.8B120,354,899852362980.6%
Q2 2021840$18.6B122,555,487842522550.6%
Q1 2021818$16.7B121,520,609802132880.3%
Q4 2020801$15.8B121,101,445782342650.5%
Q3 2020755$13.2B120,694,881732172530.6%
Q2 2020739$11.8B121,126,553901962630.6%
Q1 2020721$10.3B122,133,282641812860.4%
Q4 2019777$15.7B135,481,709862012380.7%
Q3 2019710$12.8B127,873,679442002290.3%
Q2 2019733$12.7B126,646,685712172410.6%
Q1 2019732$11.8B124,963,4411042222120.7%
Q4 2018691$9.1B127,712,8851013110.4%