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 833 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
6,935
shares
|
$548,835
0.0% of portfolio
|
Q4 2024
Reduced 94.12%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,900
shares
|
$546,066
0.04% of portfolio
|
Q4 2024
Reduced 38.94%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,870
shares
|
$543,691
0.18% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,814
shares
|
$539,259
0.0% of portfolio
|
Q4 2024
Reduced 34.32%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,778
shares
|
$536,410
0.0% of portfolio
|
Q4 2024
Added 187.08%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
6,773
shares
|
$536,015
0.02% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,439
shares
|
$509,582
0.03% of portfolio
|
Q4 2024
Added 36.39%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
6,424
shares
|
$508,395
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
6,417
shares
|
$507,841
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,364
shares
|
$503,646
0.01% of portfolio
|
Q4 2024
Reduced 50.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,354
shares
|
$502,855
0.01% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,197
shares
|
$490,430
0.0% of portfolio
|
Q4 2024
Reduced 55.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,084
shares
|
$481,487
0.0% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
6,053
shares
|
$479,034
0.06% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
6,031
shares
|
$477,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
5,922
shares
|
$468,667
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,854
shares
|
$463,285
0.06% of portfolio
|
Q2 2022
Added 21.93%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,818
shares
|
$460,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
5,755
shares
|
$455,450
0.01% of portfolio
|
Q1 2024
Reduced 25.02%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
5,739
shares
|
$454,184
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
5,727
shares
|
$453,234
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,616
shares
|
$444,450
0.0% of portfolio
|
Q4 2024
Added 247.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
5,573
shares
|
$441,047
0.03% of portfolio
|
Q1 2025
Reduced 59.66%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
5,397
shares
|
$427,118
0.0% of portfolio
|
Q4 2024
Reduced 98.2%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,381
shares
|
$425,852
0.0% of portfolio
|
Q4 2024
Reduced 21.38%
|