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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
25
shares
|
$2,407
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
22
shares
|
$2,118
0.0% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
22
shares
|
$2,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
20
shares
|
$1,926
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
19
shares
|
$1,829
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
17
shares
|
$1,637
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
15
shares
|
$1,444
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,444
0.0% of portfolio
|
Q2 2022
Reduced 86.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14
shares
|
$1,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
13
shares
|
$1,251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
13
shares
|
$1,251
0.06% of portfolio
|
Q2 2025
Reduced 40.91%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
12
shares
|
$1,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
12
shares
|
$1,155
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10
shares
|
$963
0.0% of portfolio
|
Q2 2024
Reduced 98.04%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$963
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
9
shares
|
$866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
9
shares
|
$866
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
9
shares
|
$866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$770
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
8
shares
|
$770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
7
shares
|
$674
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
7
shares
|
$674
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
7
shares
|
$674
0.0% of portfolio
|
Q2 2025
Reduced 56.25%
|