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 |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
1,850
shares
|
$193,787
0.02% of portfolio
|
Q3 2025
Added 89.94%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
1,841
shares
|
$192,844
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
1,838
shares
|
$192,530
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,834
shares
|
$192,111
0.01% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
1,800
shares
|
$188,550
0.28% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,769
shares
|
$185,302
0.01% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,761
shares
|
$184,464
0.5% of portfolio
|
Q2 2022
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
1,720
shares
|
$180,170
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,718
shares
|
$179,960
0.0% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
1,660
shares
|
$173,885
0.0% of portfolio
|
Q4 2025
Reduced 27.92%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,615
shares
|
$169,171
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,596
shares
|
$167,181
0.01% of portfolio
|
Q4 2025
Reduced 57.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,595
shares
|
$167,076
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
1,512
shares
|
$158,382
0.01% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,442
shares
|
$151,049
0.0% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
1,424
shares
|
$149,164
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,374
shares
|
$143,926
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,355
shares
|
$141,936
0.02% of portfolio
|
Q4 2023
Added 9.27%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
1,346
shares
|
$140,993
0.0% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,320
shares
|
$138,270
0.01% of portfolio
|
Q3 2025
Added 30.82%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
1,319
shares
|
$138,165
0.0% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,268
shares
|
$132,823
0.05% of portfolio
|
Q3 2025
Added 38.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,251
shares
|
$131,042
0.01% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,210
shares
|
$126,747
0.0% of portfolio
|
Q4 2025
Reduced 41.77%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,185
shares
|
$124,128
0.0% of portfolio
|
Q3 2025
Added 4.59%
|
|