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 797 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
5,122
shares
|
$375,852
0.17% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,069
shares
|
$371,963
0.03% of portfolio
|
Q2 2020
Added 116.99%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,041
shares
|
$369,908
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,020
shares
|
$368,367
0.0% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,020
shares
|
$368,367
0.0% of portfolio
|
Q3 2024
Added 36.86%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,908
shares
|
$360,149
0.06% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,900
shares
|
$359,562
0.0% of portfolio
|
Q3 2024
Reduced 90.89%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,879
shares
|
$358,021
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
4,849
shares
|
$355,819
0.01% of portfolio
|
Q3 2024
Added 118.33%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,807
shares
|
$352,737
0.01% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4,721
shares
|
$346,426
0.02% of portfolio
|
Q3 2024
Added 82.0%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
4,700
shares
|
$344,886
0.02% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,688
shares
|
$344,005
0.01% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
4,657
shares
|
$341,730
0.09% of portfolio
|
Q3 2022
Reduced 10.43%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,562
shares
|
$334,759
1.02% of portfolio
|
Q1 2022
Reduced 64.11%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
4,480
shares
|
$328,742
0.02% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
4,375
shares
|
$321,037
0.2% of portfolio
|
Q3 2024
Reduced 39.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,364
shares
|
$320,230
0.0% of portfolio
|
Q3 2024
Reduced 44.22%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
4,298
shares
|
$315,387
0.14% of portfolio
|
Q3 2024
Added 106.93%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
4,298
shares
|
$315,387
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
4,295
shares
|
$315,167
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,243
shares
|
$311,351
0.0% of portfolio
|
Q3 2024
Added 38.25%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
4,208
shares
|
$308,783
0.01% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
4,140
shares
|
$303,793
0.02% of portfolio
|
Q3 2024
Reduced 45.75%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
4,070
shares
|
$298,656
0.03% of portfolio
|
Q2 2024
New holding
|