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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,462
shares
|
$237,090
0.05% of portfolio
|
Q2 2025
Reduced 40.45%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
2,450
shares
|
$235,935
0.03% of portfolio
|
Q2 2025
Reduced 49.17%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,432
shares
|
$234,201
0.01% of portfolio
|
Q4 2023
Added 24.65%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
2,420
shares
|
$233,046
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,414
shares
|
$232,468
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,413
shares
|
$232,371
0.01% of portfolio
|
Q2 2025
Reduced 61.34%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
2,410
shares
|
$232,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,409
shares
|
$231,986
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,406
shares
|
$231,697
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,375
shares
|
$228,712
0.01% of portfolio
|
Q3 2022
Added 0.51%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,372
shares
|
$228,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,358
shares
|
$227,075
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,320
shares
|
$223,416
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,276
shares
|
$219,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
2,272
shares
|
$218,793
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,257
shares
|
$217,349
0.0% of portfolio
|
Q2 2025
Reduced 33.32%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
2,247
shares
|
$216,386
0.02% of portfolio
|
Q2 2025
Reduced 61.53%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
2,242
shares
|
$215,904
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
2,211
shares
|
$212,919
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,191
shares
|
$210,993
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
2,153
shares
|
$207,333
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Divisadero Street Capital Management, LP
Miami, FL |
Aug 13, 2025 Q2 2025 |
2,148
shares
|
$206,852
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,132
shares
|
$205,311
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,082
shares
|
$200,496
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,045
shares
|
$196,933
0.0% of portfolio
|
Q2 2025
New holding
|