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 |
|---|---|---|---|---|---|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
3,909
shares
|
$376,436
0.0% of portfolio
|
Q2 2025
Reduced 93.66%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,890
shares
|
$374,607
0.01% of portfolio
|
Q2 2025
Added 28.81%
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,882
shares
|
$373,836
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,814
shares
|
$367,288
0.0% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,814
shares
|
$367,288
0.04% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,790
shares
|
$364,977
0.01% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
3,786
shares
|
$364,591
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
3,713
shares
|
$357,561
0.2% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,707
shares
|
$356,984
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,664
shares
|
$352,843
0.01% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,662
shares
|
$352,650
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
3,661
shares
|
$352,554
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,652
shares
|
$351,687
0.0% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,626
shares
|
$349,183
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
3,605
shares
|
$347,161
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3,545
shares
|
$341,383
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,498
shares
|
$336,857
0.05% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
3,489
shares
|
$335,990
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
3,468
shares
|
$333,968
0.32% of portfolio
|
Q2 2025
Added 4650.68%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,435
shares
|
$330,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,387
shares
|
$326,168
0.01% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,350
shares
|
$322,605
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
3,336
shares
|
$321,256
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,319
shares
|
$319,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
3,316
shares
|
$319,330
0.17% of portfolio
|
Q2 2025
Added 1.01%
|