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 |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
699
shares
|
$67,313
0.04% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
661
shares
|
$63,654
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
654
shares
|
$62,980
0.01% of portfolio
|
Q2 2025
Reduced 91.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
650
shares
|
$62,595
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
617
shares
|
$59,417
0.0% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
611
shares
|
$58,839
0.0% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
600
shares
|
$57,780
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
584
shares
|
$56,239
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
571
shares
|
$54,987
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
570
shares
|
$54,891
0.0% of portfolio
|
Q2 2025
Reduced 85.96%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
547
shares
|
$52,676
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
543
shares
|
$52,290
0.0% of portfolio
|
Q2 2025
Reduced 45.59%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
540
shares
|
$52,002
0.0% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
524
shares
|
$50,461
0.0% of portfolio
|
Q2 2025
Added 285.29%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
517
shares
|
$49,787
0.0% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
506
shares
|
$48,727
0.01% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
500
shares
|
$48,150
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
468
shares
|
$45,068
0.02% of portfolio
|
Q2 2025
Reduced 69.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
463
shares
|
$44,586
0.0% of portfolio
|
Q2 2025
Reduced 80.91%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
449
shares
|
$43,238
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
436
shares
|
$41,986
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
433
shares
|
$41,697
0.0% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
421
shares
|
$40,542
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
421
shares
|
$40,542
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
411
shares
|
$39,579
0.0% of portfolio
|
Q1 2025
Reduced 15.08%
|