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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
165
shares
|
$18,937
0.0% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
164
shares
|
$18,822
0.0% of portfolio
|
Q4 2022
Added 80.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
161
shares
|
$18,477
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
153
shares
|
$17,559
0.0% of portfolio
|
Q1 2025
Added 34.21%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
150
shares
|
$17,215
0.0% of portfolio
|
Q1 2025
Reduced 68.68%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
150
shares
|
$17,215
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
147
shares
|
$16,871
0.02% of portfolio
|
Q3 2021
Reduced 62.97%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
145
shares
|
$16,641
0.0% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
136
shares
|
$15,608
0.0% of portfolio
|
Q3 2024
Reduced 73.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
136
shares
|
$15,608
0.0% of portfolio
|
Q4 2024
Added 109.23%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
135
shares
|
$15,493
0.0% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
129
shares
|
$14,805
0.0% of portfolio
|
Q2 2025
Added 29.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
125
shares
|
$14,346
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
125
shares
|
$14,346
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
125
shares
|
$14,346
0.0% of portfolio
|
Q3 2021
Reduced 99.04%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
125
shares
|
$14,346
0.01% of portfolio
|
Q2 2024
Reduced 32.43%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
124
shares
|
$14,231
0.0% of portfolio
|
Q2 2023
Added 8.77%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
123
shares
|
$14,116
0.0% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
121
shares
|
$13,887
0.0% of portfolio
|
Q1 2025
Added 1244.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
121
shares
|
$13,887
0.0% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
121
shares
|
$13,887
0.0% of portfolio
|
Q1 2025
Reduced 43.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
120
shares
|
$13,772
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
107
shares
|
$12,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
104
shares
|
$11,936
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
103
shares
|
$11,821
0.01% of portfolio
|
Q2 2025
Reduced 91.7%
|