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 874 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,211
shares
|
$138,986
0.0% of portfolio
|
Q1 2025
Added 70.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,189
shares
|
$136,461
0.0% of portfolio
|
Q1 2025
Added 57.69%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,145
shares
|
$131,411
0.01% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,076
shares
|
$123,492
0.01% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,071
shares
|
$122,918
0.07% of portfolio
|
Q4 2023
Reduced 10.97%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,014
shares
|
$116,376
0.04% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$114,770
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
998
shares
|
$114,540
0.04% of portfolio
|
Q2 2025
Added 208.02%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
998
shares
|
$114,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
990
shares
|
$113,622
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
974
shares
|
$111,785
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
957
shares
|
$109,834
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
951
shares
|
$109,146
0.0% of portfolio
|
Q2 2025
Added 53.39%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
933
shares
|
$107,080
0.15% of portfolio
|
Q3 2022
Added 9.25%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
918
shares
|
$105,358
0.05% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
847
shares
|
$97,210
0.0% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
800
shares
|
$91,816
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
795
shares
|
$91,242
0.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
711
shares
|
$81,601
0.02% of portfolio
|
Q3 2023
Reduced 39.75%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
699
shares
|
$80,224
0.04% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
674
shares
|
$77,354
0.0% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
661
shares
|
$75,862
0.0% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
661
shares
|
$75,862
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
600
shares
|
$68,862
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
592
shares
|
$67,943
0.0% of portfolio
|
Q4 2024
Reduced 59.12%
|