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 |
---|---|---|---|---|---|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
102
shares
|
$11,706
0.0% of portfolio
|
Q1 2025
Added 30.77%
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
101
shares
|
$11,591
0.0% of portfolio
|
Q1 2025
Added 7.45%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$11,477
0.0% of portfolio
|
Q1 2023
Added 614.29%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
100
shares
|
$11,477
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
100
shares
|
$11,477
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
99
shares
|
$11,362
0.0% of portfolio
|
Q2 2022
New holding
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
99
shares
|
$11,362
0.0% of portfolio
|
Q1 2025
Added 106.25%
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
98
shares
|
$11,247
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
98
shares
|
$11,247
0.0% of portfolio
|
Q4 2024
Reduced 28.99%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
95
shares
|
$10,903
0.0% of portfolio
|
Q2 2023
Reduced 15.93%
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
91
shares
|
$10,444
0.0% of portfolio
|
Q3 2023
Reduced 88.79%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
87
shares
|
$9,984
0.01% of portfolio
|
Q1 2025
Added 443.75%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
86
shares
|
$9,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
84
shares
|
$9,640
0.0% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
83
shares
|
$9,525
0.0% of portfolio
|
Q1 2025
Reduced 27.83%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
81
shares
|
$9,296
0.0% of portfolio
|
Q1 2025
Reduced 37.69%
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
80
shares
|
$9,181
0.0% of portfolio
|
Q1 2025
Added 26.98%
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
80
shares
|
$9,181
0.03% of portfolio
|
Q1 2025
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
77
shares
|
$8,837
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
77
shares
|
$8,837
0.0% of portfolio
|
Q2 2024
New holding
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
74
shares
|
$8,492
0.0% of portfolio
|
Q1 2023
New holding
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
73
shares
|
$8,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
72
shares
|
$8,263
0.0% of portfolio
|
Q1 2025
Reduced 95.96%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
67
shares
|
$7,689
0.0% of portfolio
|
Q1 2025
Reduced 38.53%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
65
shares
|
$7,460
0.0% of portfolio
|
Q4 2024
Added 51.16%
|