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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
222
shares
|
$21,378
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
222
shares
|
$21,378
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
219
shares
|
$21,089
0.0% of portfolio
|
Q4 2024
Reduced 76.78%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
208
shares
|
$20,030
0.01% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
204
shares
|
$19,645
0.0% of portfolio
|
Q2 2025
Added 90.65%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
201
shares
|
$19,356
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
200
shares
|
$19,260
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
200
shares
|
$19,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
192
shares
|
$18,489
0.01% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
190
shares
|
$18,297
0.02% of portfolio
|
Q4 2021
Reduced 61.22%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
187
shares
|
$18,008
0.0% of portfolio
|
Q2 2025
Added 24.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
183
shares
|
$17,622
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
167
shares
|
$16,082
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
165
shares
|
$15,889
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
165
shares
|
$15,889
0.0% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
164
shares
|
$15,793
0.0% of portfolio
|
Q4 2022
Added 80.22%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
162
shares
|
$15,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
161
shares
|
$15,504
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
159
shares
|
$15,311
0.0% of portfolio
|
Q2 2025
Added 57.43%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
150
shares
|
$14,445
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
147
shares
|
$14,156
0.02% of portfolio
|
Q3 2021
Reduced 62.97%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
145
shares
|
$13,963
0.0% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
138
shares
|
$13,289
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
136
shares
|
$13,096
0.0% of portfolio
|
Q3 2024
Reduced 73.95%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
135
shares
|
$13,000
0.0% of portfolio
|
Q2 2025
Reduced 28.95%
|