Institutional Ownership Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR). We have compiled data on the 913 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
36,072
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
Added 34.01%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
35,522
shares
|
$3.42 Million
2.04% of portfolio
|
Q2 2025
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
34,561
shares
|
$3.33 Million
0.89% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
34,483
shares
|
$3.32 Million
0.7% of portfolio
|
Q2 2025
Added 108.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
34,362
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Added 99.88%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
33,844
shares
|
$3.26 Million
0.01% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
33,307
shares
|
$3.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
32,345
shares
|
$3.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.29%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
32,275
shares
|
$3.11 Million
2.9% of portfolio
|
Q2 2025
Added 160.79%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
32,146
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
31,859
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
31,540
shares
|
$3.04 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
31,486
shares
|
$3.03 Million
0.04% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
31,338
shares
|
$3.02 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
31,031
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
30,844
shares
|
$2.97 Million
0.03% of portfolio
|
Q2 2025
Added 48.69%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,797
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.95%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
30,742
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
30,666
shares
|
$2.95 Million
0.03% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
30,386
shares
|
$2.93 Million
0.03% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
30,000
shares
|
$2.89 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
29,249
shares
|
$2.82 Million
1.68% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
29,177
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Added 253.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
29,093
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Added 111.99%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
29,083
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.05%
|