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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
131
shares
|
$12,615
0.0% of portfolio
|
Q2 2025
Added 162.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
130
shares
|
$12,519
0.0% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
130
shares
|
$12,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
129
shares
|
$12,422
0.0% of portfolio
|
Q2 2025
Added 29.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
125
shares
|
$12,037
0.01% of portfolio
|
Q2 2024
Reduced 32.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
125
shares
|
$12,037
0.0% of portfolio
|
Q3 2021
Reduced 99.04%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
124
shares
|
$11,941
0.0% of portfolio
|
Q2 2023
Added 8.77%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
121
shares
|
$11,652
0.0% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
121
shares
|
$11,652
0.0% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
120
shares
|
$11,556
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
114
shares
|
$10,978
0.0% of portfolio
|
Q2 2025
Added 137.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
104
shares
|
$10,015
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
104
shares
|
$10,015
0.0% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
103
shares
|
$9,918
0.01% of portfolio
|
Q2 2025
Reduced 91.7%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
100
shares
|
$9,630
0.0% of portfolio
|
Q1 2023
Added 614.29%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
100
shares
|
$9,630
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
100
shares
|
$9,630
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
99
shares
|
$9,533
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
98
shares
|
$9,437
0.0% of portfolio
|
Q4 2024
Reduced 28.99%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
95
shares
|
$9,148
0.0% of portfolio
|
Q2 2023
Reduced 15.93%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
91
shares
|
$8,763
0.0% of portfolio
|
Q3 2023
Reduced 88.79%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
86
shares
|
$8,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
86
shares
|
$8,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
84
shares
|
$8,089
0.0% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
83
shares
|
$7,992
0.0% of portfolio
|
Q1 2025
Reduced 27.83%
|