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 926 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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,435
shares
|
$359,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,376
shares
|
$353,636
0.03% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
3,344
shares
|
$350,284
0.05% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,228
shares
|
$338,133
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
3,168
shares
|
$331,848
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,167
shares
|
$331,743
0.0% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,116
shares
|
$326,401
0.01% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,104
shares
|
$325,144
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,101
shares
|
$324,829
0.01% of portfolio
|
Q3 2025
Added 402.59%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
3,098
shares
|
$324,515
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
3,042
shares
|
$318,649
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,042
shares
|
$318,649
0.0% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,036
shares
|
$318,021
0.01% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
3,021
shares
|
$316,449
0.0% of portfolio
|
Q4 2025
Added 40.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,973
shares
|
$311,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
2,944
shares
|
$308,384
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
2,939
shares
|
$307,860
0.01% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,912
shares
|
$305,032
0.01% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
2,906
shares
|
$304,403
0.02% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
2,900
shares
|
$303,775
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,879
shares
|
$301,575
0.04% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2025 Q3 2025 |
2,860
shares
|
$299,585
0.03% of portfolio
|
Q4 2024
Reduced 63.98%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,841
shares
|
$297,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
2,815
shares
|
$294,871
0.03% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
2,767
shares
|
$289,843
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|