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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,753
shares
|
$265,113
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,748
shares
|
$264,632
0.01% of portfolio
|
Q3 2022
Added 91.23%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,733
shares
|
$263,187
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
2,728
shares
|
$262,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
2,715
shares
|
$261,454
0.06% of portfolio
|
Q2 2025
Added 22525.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,714
shares
|
$261,358
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,703
shares
|
$260,298
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,695
shares
|
$259,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,678
shares
|
$257,891
0.0% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,676
shares
|
$257,698
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,673
shares
|
$257,409
0.01% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,673
shares
|
$257,409
0.01% of portfolio
|
Q2 2025
Added 364.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,664
shares
|
$256,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
2,662
shares
|
$256,350
0.1% of portfolio
|
Q2 2025
Reduced 68.68%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,651
shares
|
$255,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
2,635
shares
|
$253,750
0.01% of portfolio
|
Q4 2024
Added 140.8%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
2,624
shares
|
$252,691
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,620
shares
|
$252,306
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,608
shares
|
$251,150
0.0% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
2,600
shares
|
$250,380
0.26% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,593
shares
|
$249,705
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,568
shares
|
$247,298
0.01% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
2,547
shares
|
$245,276
0.15% of portfolio
|
Q4 2022
Added 902.76%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
2,490
shares
|
$239,787
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Belfer Management LLC
|
Jul 24, 2025 Q2 2025 |
2,469
shares
|
$237,764
3.74% of portfolio
|
Q2 2025
New holding
|