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 872 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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
9
shares
|
$1,032
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
9
shares
|
$1,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$918
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8
shares
|
$918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7
shares
|
$803
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
6
shares
|
$688
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$688
0.0% of portfolio
|
Q4 2020
Reduced 94.78%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6
shares
|
$688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
6
shares
|
$688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5
shares
|
$573
0.0% of portfolio
|
Q1 2025
Reduced 98.36%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
5
shares
|
$573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$573
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4
shares
|
$459
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
4
shares
|
$459
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
4
shares
|
$459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
3
shares
|
$344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3
shares
|
$344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
3
shares
|
$344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
3
shares
|
$344
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2
shares
|
$229
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
2
shares
|
$229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2
shares
|
$229
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1
shares
|
$114
0.0% of portfolio
|
Q4 2024
New holding
|