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 927 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $22.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
5,560
shares
|
$582,410
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,549
shares
|
$581,257
0.07% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5,517
shares
|
$577,905
0.03% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
5,454
shares
|
$571,306
0.02% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
5,379
shares
|
$563,450
0.12% of portfolio
|
Q4 2025
Reduced 4.66%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
5,234
shares
|
$548,261
0.03% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,228
shares
|
$547,633
0.02% of portfolio
|
Q4 2025
Reduced 92.63%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
5,200
shares
|
$544,700
0.66% of portfolio
|
Q2 2021
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
5,187
shares
|
$543,338
0.03% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
5,172
shares
|
$541,767
0.01% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
5,124
shares
|
$536,739
0.04% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,069
shares
|
$530,977
0.03% of portfolio
|
Q2 2020
Added 116.99%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
5,021
shares
|
$525,949
0.02% of portfolio
|
Q4 2025
Reduced 4.53%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,020
shares
|
$525,845
0.0% of portfolio
|
Q3 2024
Added 36.86%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
5,020
shares
|
$525,845
0.0% of portfolio
|
Q1 2025
Reduced 43.12%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$523,750
0.03% of portfolio
|
Q3 2025
Reduced 94.41%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
4,997
shares
|
$523,435
0.03% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,941
shares
|
$517,569
0.01% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
4,937
shares
|
$517,150
0.01% of portfolio
|
Q3 2025
Added 41.5%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
4,900
shares
|
$513,275
0.02% of portfolio
|
Q2 2025
Added 36.11%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
4,842
shares
|
$507,199
0.05% of portfolio
|
Q3 2025
Reduced 26.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,794
shares
|
$502,171
0.0% of portfolio
|
Q3 2025
Added 191.96%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,792
shares
|
$501,962
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,757
shares
|
$498,295
0.0% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
4,713
shares
|
$493,686
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|
|