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 |
|---|---|---|---|---|---|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,173
shares
|
$112,959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,133
shares
|
$109,107
0.0% of portfolio
|
Q2 2025
Added 235.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,105
shares
|
$106,411
0.01% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,076
shares
|
$103,618
0.01% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,071
shares
|
$103,137
0.08% of portfolio
|
Q4 2023
Reduced 10.97%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,014
shares
|
$97,648
0.05% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,009
shares
|
$97,166
0.01% of portfolio
|
Q2 2025
Reduced 30.61%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,002
shares
|
$96,492
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
998
shares
|
$96,107
0.04% of portfolio
|
Q2 2025
Added 208.02%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
990
shares
|
$95,337
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
974
shares
|
$93,796
0.01% of portfolio
|
Q2 2025
Reduced 84.99%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
957
shares
|
$92,159
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
951
shares
|
$91,581
0.0% of portfolio
|
Q2 2025
Added 53.39%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
933
shares
|
$89,847
0.15% of portfolio
|
Q3 2022
Added 9.25%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
918
shares
|
$88,403
0.05% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
907
shares
|
$87,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
883
shares
|
$85,032
0.01% of portfolio
|
Q2 2025
Added 120.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
847
shares
|
$81,566
0.0% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
815
shares
|
$78,484
0.0% of portfolio
|
Q2 2025
Added 75.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
800
shares
|
$77,040
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
795
shares
|
$76,558
0.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
776
shares
|
$74,728
0.01% of portfolio
|
Q2 2025
Added 64.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
736
shares
|
$70,876
0.0% of portfolio
|
Q2 2025
Reduced 38.1%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
711
shares
|
$68,469
0.02% of portfolio
|
Q3 2023
Reduced 39.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
701
shares
|
$67,506
0.01% of portfolio
|
Q2 2025
Added 37.45%
|