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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,247
shares
|
$238,264
0.03% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$237,751
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
3,220
shares
|
$236,283
0.01% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
3,210
shares
|
$235,549
0.01% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,208
shares
|
$235,403
0.0% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
3,183
shares
|
$233,568
0.0% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
3,175
shares
|
$232,981
0.01% of portfolio
|
Q3 2024
Reduced 60.76%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,130
shares
|
$229,679
0.1% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
3,122
shares
|
$229,092
0.04% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,106
shares
|
$227,918
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
3,098
shares
|
$227,331
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
3,000
shares
|
$220,140
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,940
shares
|
$215,737
0.07% of portfolio
|
Q2 2023
Added 8.89%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
2,918
shares
|
$214,122
0.01% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
2,888
shares
|
$211,921
0.01% of portfolio
|
Q3 2024
Reduced 30.76%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,877
shares
|
$211,114
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
2,860
shares
|
$209,866
0.01% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 05, 2024 Q3 2024 |
2,805
shares
|
$205,830
0.02% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,748
shares
|
$201,648
0.01% of portfolio
|
Q3 2022
Added 91.23%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,742
shares
|
$201,207
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
2,726
shares
|
$200,033
0.02% of portfolio
|
Q3 2024
Added 107.77%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,688
shares
|
$197,245
0.02% of portfolio
|
Q3 2024
Added 82.36%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
2,625
shares
|
$192,622
0.0% of portfolio
|
Q2 2024
Added 67.41%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,601
shares
|
$190,861
0.01% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
2,547
shares
|
$186,898
0.15% of portfolio
|
Q4 2022
Added 902.76%
|