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 797 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
7,941
shares
|
$582,710
0.06% of portfolio
|
Q3 2023
Reduced 41.85%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,726
shares
|
$566,933
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
7,689
shares
|
$564,218
0.26% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
7,600
shares
|
$557,688
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,579
shares
|
$556,147
0.01% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
7,563
shares
|
$554,972
0.03% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,517
shares
|
$551,597
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
7,330
shares
|
$537,875
0.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,268
shares
|
$533,325
0.07% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,199
shares
|
$528,262
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,169
shares
|
$526,061
0.03% of portfolio
|
Q3 2023
Added 17.81%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,126
shares
|
$522,905
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,955
shares
|
$510,357
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
6,875
shares
|
$504,487
0.08% of portfolio
|
Q3 2024
Added 169.19%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,870
shares
|
$504,120
0.17% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,844
shares
|
$502,212
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,731
shares
|
$493,920
0.05% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
6,719
shares
|
$493,040
0.01% of portfolio
|
Q3 2024
Added 42.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,718
shares
|
$492,966
0.0% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,672
shares
|
$489,591
0.0% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
6,553
shares
|
$480,859
0.01% of portfolio
|
Q3 2024
Reduced 28.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,540
shares
|
$479,905
0.01% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
6,523
shares
|
$478,657
0.06% of portfolio
|
Q3 2024
Added 59.68%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
6,500
shares
|
$476,969
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
6,404
shares
|
$469,925
0.01% of portfolio
|
Q3 2024
Reduced 2.9%
|