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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
620
shares
|
$49,066
0.0% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
600
shares
|
$47,484
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
592
shares
|
$46,850
0.0% of portfolio
|
Q4 2024
Reduced 59.12%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
575
shares
|
$45,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
571
shares
|
$45,188
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
540
shares
|
$42,735
0.0% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
517
shares
|
$40,915
0.0% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
513
shares
|
$40,598
0.0% of portfolio
|
Q4 2024
Added 3320.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
512
shares
|
$40,519
0.01% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
504
shares
|
$39,886
0.01% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
503
shares
|
$39,807
0.0% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
485
shares
|
$38,382
0.01% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
484
shares
|
$38,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
440
shares
|
$34,821
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
424
shares
|
$33,555
0.0% of portfolio
|
Q4 2024
Added 120.83%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
421
shares
|
$33,317
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
414
shares
|
$32,763
0.0% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
412
shares
|
$32,605
0.0% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
400
shares
|
$31,656
0.01% of portfolio
|
Q1 2022
Reduced 20.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
399
shares
|
$31,576
0.0% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
360
shares
|
$28,490
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
350
shares
|
$27,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
350
shares
|
$27,699
0.0% of portfolio
|
Q4 2024
Added 74.13%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
347
shares
|
$27,461
0.0% of portfolio
|
Q4 2024
Added 34600.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
346
shares
|
$27,382
0.0% of portfolio
|
Q2 2024
New holding
|