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 925 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
516
shares
|
$54,051
0.01% of portfolio
|
Q3 2025
Added 59.26%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
510
shares
|
$53,422
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
506
shares
|
$53,003
0.01% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
504
shares
|
$52,794
0.0% of portfolio
|
Q3 2025
Added 46.09%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
501
shares
|
$52,479
0.0% of portfolio
|
Q3 2025
Added 1092.86%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
495
shares
|
$51,851
0.0% of portfolio
|
Q3 2025
Reduced 99.61%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
475
shares
|
$49,756
0.03% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
450
shares
|
$47,137
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
449
shares
|
$47,032
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
442
shares
|
$46,299
0.01% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
431
shares
|
$45,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
427
shares
|
$44,728
0.03% of portfolio
|
Q3 2025
Reduced 35.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
423
shares
|
$44,309
0.0% of portfolio
|
Q3 2025
Added 90.54%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
421
shares
|
$44,099
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
421
shares
|
$44,099
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
400
shares
|
$41,900
0.01% of portfolio
|
Q1 2022
Reduced 20.0%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
396
shares
|
$41,481
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
392
shares
|
$41,062
0.0% of portfolio
|
Q3 2025
Reduced 35.84%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
386
shares
|
$40,433
0.0% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
375
shares
|
$39,281
0.0% of portfolio
|
Q3 2025
Reduced 13.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
373
shares
|
$39,071
0.0% of portfolio
|
Q3 2025
Reduced 96.95%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
363
shares
|
$38,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
360
shares
|
$37,710
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
350
shares
|
$36,662
0.0% of portfolio
|
Q3 2025
Reduced 24.41%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
347
shares
|
$36,348
0.0% of portfolio
|
Q3 2025
Reduced 91.12%
|
|