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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
64
shares
|
$7,345
0.01% of portfolio
|
Q1 2025
Added 25.49%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
61
shares
|
$7,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
58
shares
|
$6,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
56
shares
|
$6,427
0.0% of portfolio
|
Q1 2025
Reduced 71.86%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
55
shares
|
$6,312
0.0% of portfolio
|
Q4 2024
Added 89.66%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
55
shares
|
$6,312
0.0% of portfolio
|
Q4 2024
Added 685.71%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
54
shares
|
$6,197
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
53
shares
|
$6,082
0.0% of portfolio
|
Q4 2024
Reduced 72.4%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
52
shares
|
$5,968
0.0% of portfolio
|
Q2 2022
Reduced 45.26%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$5,738
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$5,738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$5,623
0.0% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
48
shares
|
$5,508
0.0% of portfolio
|
Q1 2025
Added 1100.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
46
shares
|
$5,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
45
shares
|
$5,164
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$5,049
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
41
shares
|
$4,705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
40
shares
|
$4,590
0.0% of portfolio
|
Q1 2025
Added 3900.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
40
shares
|
$4,590
0.0% of portfolio
|
Q1 2025
Reduced 71.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
40
shares
|
$4,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
40
shares
|
$4,590
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
38
shares
|
$4,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37
shares
|
$4,246
0.0% of portfolio
|
Q4 2023
Added 5.71%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
36
shares
|
$4,131
0.0% of portfolio
|
Q1 2025
Reduced 34.55%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
35
shares
|
$4,016
0.0% of portfolio
|
Q1 2025
New holding
|