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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
315
shares
|
$36,152
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
300
shares
|
$34,431
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
300
shares
|
$34,431
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
300
shares
|
$34,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
264
shares
|
$30,299
0.0% of portfolio
|
Q2 2025
Added 164.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
261
shares
|
$29,954
0.02% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
250
shares
|
$28,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
238
shares
|
$27,315
0.01% of portfolio
|
Q4 2024
Added 72.46%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
237
shares
|
$27,200
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
235
shares
|
$26,970
0.0% of portfolio
|
Q4 2023
Reduced 38.48%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
230
shares
|
$26,397
0.01% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
228
shares
|
$26,167
0.0% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
225
shares
|
$25,823
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
222
shares
|
$25,478
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
219
shares
|
$25,134
0.0% of portfolio
|
Q4 2024
Reduced 76.78%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
May 15, 2025 Q1 2025 |
219
shares
|
$25,134
0.01% of portfolio
|
Q1 2025
Added 130.53%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
203
shares
|
$23,298
0.01% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
202
shares
|
$23,183
0.01% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
200
shares
|
$22,954
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
200
shares
|
$22,954
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
199
shares
|
$22,839
0.0% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
192
shares
|
$22,035
0.01% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
190
shares
|
$21,806
0.02% of portfolio
|
Q4 2021
Reduced 61.22%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
187
shares
|
$21,461
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
167
shares
|
$19,166
0.01% of portfolio
|
Q1 2023
New holding
|