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 834 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 $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
16
shares
|
$1,201
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,126
0.0% of portfolio
|
Q2 2022
Reduced 86.24%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
15
shares
|
$1,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
14
shares
|
$1,050
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
12
shares
|
$900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
12
shares
|
$900
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
12
shares
|
$900
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
12
shares
|
$900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
12
shares
|
$900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
10
shares
|
$750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
10
shares
|
$750
0.0% of portfolio
|
Q2 2024
Reduced 98.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
9
shares
|
$675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
9
shares
|
$675
0.0% of portfolio
|
Q4 2024
Reduced 79.07%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
9
shares
|
$675
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
9
shares
|
$675
0.0% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
6
shares
|
$450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
6
shares
|
$450
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$450
0.0% of portfolio
|
Q4 2020
Reduced 94.78%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$375
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
5
shares
|
$375
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
5
shares
|
$375
0.0% of portfolio
|
Q4 2024
Reduced 61.54%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5
shares
|
$375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
4
shares
|
$300
0.0% of portfolio
|
Q3 2023
New holding
|