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 924 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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
61
shares
|
$6,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
59
shares
|
$6,180
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
57
shares
|
$5,970
0.0% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
57
shares
|
$5,970
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
56
shares
|
$5,866
0.0% of portfolio
|
Q1 2025
Reduced 71.86%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
55
shares
|
$5,761
0.0% of portfolio
|
Q4 2024
Added 89.66%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
55
shares
|
$5,761
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
54
shares
|
$5,656
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
53
shares
|
$5,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
51
shares
|
$5,342
0.0% of portfolio
|
Q2 2025
Added 537.5%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$5,132
0.0% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
46
shares
|
$4,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
45
shares
|
$4,713
0.0% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
45
shares
|
$4,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
45
shares
|
$4,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$4,609
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
42
shares
|
$4,399
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
42
shares
|
$4,399
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
41
shares
|
$4,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
41
shares
|
$4,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
40
shares
|
$4,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
40
shares
|
$4,190
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
38
shares
|
$3,980
0.0% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
38
shares
|
$3,980
0.0% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
37
shares
|
$3,875
0.0% of portfolio
|
Q3 2025
New holding
|
|