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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
37
shares
|
$3,875
0.0% of portfolio
|
Q4 2023
Added 5.71%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
35
shares
|
$3,666
0.0% of portfolio
|
Q1 2025
Reduced 96.32%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
32
shares
|
$3,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
32
shares
|
$3,352
0.0% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$3,247
0.0% of portfolio
|
Q3 2023
Reduced 66.3%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
30
shares
|
$3,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
30
shares
|
$3,142
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
29
shares
|
$3,037
0.0% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
29
shares
|
$3,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
29
shares
|
$3,037
0.0% of portfolio
|
Q3 2025
Reduced 45.28%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
28
shares
|
$2,933
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
27
shares
|
$2,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
27
shares
|
$2,828
0.0% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$2,723
0.0% of portfolio
|
Q2 2022
Reduced 13.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
26
shares
|
$2,723
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
26
shares
|
$2,723
0.0% of portfolio
|
Q2 2025
Reduced 78.51%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
25
shares
|
$2,618
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
24
shares
|
$2,514
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
24
shares
|
$2,514
0.0% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
22
shares
|
$2,304
0.0% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
22
shares
|
$2,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
20
shares
|
$2,095
0.0% of portfolio
|
Q3 2025
Added 233.33%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
20
shares
|
$2,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
20
shares
|
$2,095
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
19
shares
|
$1,990
0.0% of portfolio
|
Q3 2025
New holding
|
|