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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
19
shares
|
$1,990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
19
shares
|
$1,990
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
18
shares
|
$1,885
0.0% of portfolio
|
Q4 2025
Added 12.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
18
shares
|
$1,885
0.0% of portfolio
|
Q3 2025
Reduced 81.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
18
shares
|
$1,885
0.0% of portfolio
|
Q4 2025
Reduced 10.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
17
shares
|
$1,780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,571
0.0% of portfolio
|
Q2 2022
Reduced 86.24%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
15
shares
|
$1,571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
15
shares
|
$1,571
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
15
shares
|
$1,571
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
14
shares
|
$1,466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
14
shares
|
$1,466
0.0% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
12
shares
|
$1,257
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
12
shares
|
$1,257
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
12
shares
|
$1,257
0.0% of portfolio
|
Q3 2025
Reduced 99.56%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
11
shares
|
$1,152
0.04% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
10
shares
|
$1,047
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
10
shares
|
$1,047
0.0% of portfolio
|
Q2 2024
Reduced 98.04%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
10
shares
|
$1,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10
shares
|
$1,047
0.0% of portfolio
|
Q3 2025
Reduced 98.99%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
9
shares
|
$942
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
9
shares
|
$942
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
9
shares
|
$942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$838
0.0% of portfolio
|
Q2 2025
New holding
|
|