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 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 |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
122
shares
|
$12,779
0.01% of portfolio
|
Q3 2025
Reduced 99.66%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
121
shares
|
$12,674
0.0% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
120
shares
|
$12,570
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
114
shares
|
$11,941
0.0% of portfolio
|
Q3 2025
Added 54.05%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
108
shares
|
$11,313
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
106
shares
|
$11,103
0.0% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
104
shares
|
$10,894
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
104
shares
|
$10,894
0.0% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
100
shares
|
$10,475
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
100
shares
|
$10,475
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$10,475
0.0% of portfolio
|
Q1 2023
Added 614.29%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$10,475
0.0% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
100
shares
|
$10,475
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
99
shares
|
$10,370
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
99
shares
|
$10,370
0.01% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
99
shares
|
$10,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
98
shares
|
$10,265
0.0% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
95
shares
|
$9,951
0.0% of portfolio
|
Q2 2023
Reduced 15.93%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
91
shares
|
$9,532
0.0% of portfolio
|
Q3 2023
Reduced 88.79%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
83
shares
|
$8,694
0.0% of portfolio
|
Q1 2025
Reduced 27.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
79
shares
|
$8,275
0.01% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
77
shares
|
$8,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
74
shares
|
$7,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
70
shares
|
$7,332
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
67
shares
|
$7,018
0.0% of portfolio
|
Q1 2025
Reduced 38.53%
|
|