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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,482
shares
|
$108,749
0.08% of portfolio
|
Q3 2024
Added 80.29%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,454
shares
|
$106,694
0.01% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,448
shares
|
$106,254
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,355
shares
|
$99,429
0.02% of portfolio
|
Q4 2023
Added 9.27%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,279
shares
|
$93,853
0.01% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,256
shares
|
$92,165
0.01% of portfolio
|
Q3 2024
Reduced 35.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,231
shares
|
$90,330
0.0% of portfolio
|
Q3 2024
Reduced 58.41%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,225
shares
|
$89,890
0.01% of portfolio
|
Q2 2024
Reduced 17.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,151
shares
|
$84,460
0.0% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,107
shares
|
$81,231
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
1,071
shares
|
$78,589
0.06% of portfolio
|
Q4 2023
Reduced 10.97%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
1,007
shares
|
$73,893
0.09% of portfolio
|
Q2 2024
Reduced 13.56%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,004
shares
|
$73,673
0.01% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,003
shares
|
$73,600
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
967
shares
|
$70,958
0.0% of portfolio
|
Q3 2024
Added 124.36%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
957
shares
|
$70,224
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
955
shares
|
$70,077
0.03% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
943
shares
|
$69,197
0.01% of portfolio
|
Q3 2023
Reduced 4.36%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
933
shares
|
$68,463
0.15% of portfolio
|
Q3 2022
Added 9.25%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
883
shares
|
$64,794
0.0% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
861
shares
|
$63,180
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
798
shares
|
$58,557
0.01% of portfolio
|
Q3 2024
Reduced 31.33%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
750
shares
|
$55,035
0.03% of portfolio
|
Q2 2024
Added 8.85%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
722
shares
|
$52,980
0.0% of portfolio
|
Q3 2024
Added 46.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
719
shares
|
$52,760
0.0% of portfolio
|
Q3 2024
Added 9.44%
|