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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
222
shares
|
$23,254
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
219
shares
|
$22,940
0.0% of portfolio
|
Q4 2024
Reduced 76.78%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
208
shares
|
$21,788
0.01% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
206
shares
|
$21,578
0.0% of portfolio
|
Q3 2025
Added 29.56%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
205
shares
|
$21,473
0.0% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
201
shares
|
$21,054
0.01% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
200
shares
|
$20,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
200
shares
|
$20,950
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
190
shares
|
$19,902
0.02% of portfolio
|
Q4 2021
Reduced 61.22%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
169
shares
|
$17,702
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
167
shares
|
$17,493
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
165
shares
|
$17,283
0.0% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
164
shares
|
$17,179
0.0% of portfolio
|
Q4 2022
Added 80.22%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
162
shares
|
$16,969
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
162
shares
|
$16,969
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
150
shares
|
$15,712
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
150
shares
|
$15,712
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
149
shares
|
$15,607
0.0% of portfolio
|
Q3 2025
Added 181.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
147
shares
|
$15,398
0.02% of portfolio
|
Q3 2021
Reduced 62.97%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
145
shares
|
$15,188
0.0% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
145
shares
|
$15,188
0.0% of portfolio
|
Q4 2025
Added 36.79%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
138
shares
|
$14,455
0.01% of portfolio
|
Q3 2025
Reduced 31.34%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
135
shares
|
$14,141
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
135
shares
|
$14,141
0.0% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
134
shares
|
$14,036
0.0% of portfolio
|
Q3 2025
Reduced 16.77%
|
|