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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,432
shares
|
$178,460
0.01% of portfolio
|
Q4 2023
Added 24.65%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,406
shares
|
$176,552
0.09% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,375
shares
|
$174,277
0.01% of portfolio
|
Q3 2022
Added 0.51%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,361
shares
|
$173,250
0.0% of portfolio
|
Q3 2024
Reduced 33.19%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,339
shares
|
$171,635
0.01% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
2,336
shares
|
$171,415
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,323
shares
|
$170,461
0.02% of portfolio
|
Q3 2024
Reduced 21.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,277
shares
|
$167,086
0.01% of portfolio
|
Q3 2024
Added 374.38%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
2,153
shares
|
$157,987
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
2,138
shares
|
$156,886
0.01% of portfolio
|
Q3 2024
Reduced 45.02%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,134
shares
|
$156,592
0.01% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,006
shares
|
$147,200
0.01% of portfolio
|
Q3 2024
Added 28.26%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$146,760
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,997
shares
|
$146,539
0.02% of portfolio
|
Q4 2022
Added 21.84%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,984
shares
|
$145,585
0.0% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,946
shares
|
$142,797
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
1,800
shares
|
$132,084
0.28% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,761
shares
|
$129,222
0.5% of portfolio
|
Q2 2022
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
1,712
shares
|
$125,626
0.01% of portfolio
|
Q3 2024
Added 448.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,615
shares
|
$118,508
0.0% of portfolio
|
Q3 2024
Reduced 38.17%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,600
shares
|
$117,408
0.02% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,595
shares
|
$117,041
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,542
shares
|
$113,151
0.0% of portfolio
|
Q3 2024
Added 190.94%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,538
shares
|
$112,858
0.0% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$110,070
0.04% of portfolio
|
Q2 2024
Reduced 6.25%
|