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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
42
shares
|
$4,044
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
42
shares
|
$4,044
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
41
shares
|
$3,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
41
shares
|
$3,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
40
shares
|
$3,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
40
shares
|
$3,852
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
38
shares
|
$3,659
0.0% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37
shares
|
$3,563
0.0% of portfolio
|
Q4 2023
Added 5.71%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
36
shares
|
$3,466
0.0% of portfolio
|
Q1 2025
Reduced 34.55%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
35
shares
|
$3,370
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
35
shares
|
$3,370
0.0% of portfolio
|
Q1 2025
Reduced 96.32%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
34
shares
|
$3,274
0.0% of portfolio
|
Q2 2025
Reduced 99.24%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
34
shares
|
$3,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$2,985
0.0% of portfolio
|
Q3 2023
Reduced 66.3%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
31
shares
|
$2,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
30
shares
|
$2,889
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
30
shares
|
$2,889
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
29
shares
|
$2,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
29
shares
|
$2,792
0.0% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
29
shares
|
$2,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
28
shares
|
$2,696
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
27
shares
|
$2,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$2,503
0.0% of portfolio
|
Q2 2022
Reduced 13.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
26
shares
|
$2,503
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
26
shares
|
$2,503
0.0% of portfolio
|
Q2 2025
Reduced 78.51%
|