Free Trial

Dollar Tree (DLTR) Institutional Ownership

Dollar Tree logo
$89.02 +1.19 (+1.35%)
Closing price 10/9/2025 04:00 PM Eastern
Extended Trading
$88.90 -0.12 (-0.13%)
As of 04:02 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Dollar Tree (NASDAQ:DLTR)

Current
Institutional Ownership
Percentage
97.40%
Number of
Institutional Buyers
(last 12 months)
522
Total
Institutional Inflows
(last 12 months)
$5.18B
Number of
Institutional Sellers
(last 12 months)
327
Total
Institutional Outflows
(last 12 months)
$2.91B
Get DLTR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dollar Tree stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DLTR Institutional Buying and Selling by Quarter

Dollar Tree Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Independence Bank of Kentucky550$52K0.0%-68.2%0.000%
10/9/2025Compton Wealth Advisory Group LLC33,413$3.15M0.7%-3.3%0.016%
10/9/2025Louisbourg Investments Inc.45,304$4.28M0.9%+0.3%0.022%
10/9/2025Voya Investment Management LLC2,406,748$226.73M0.2%+103.1%1.180%
10/9/2025Harbour Capital Advisors LLC11,555$1.09M0.2%-4.5%0.006%
10/8/2025 Wedmont Private Capital3,111$294K0.0%+16.3%0.002%
10/8/2025 Czech National Bank49,295$4.65M0.0%+2.1%0.024%
10/8/2025 Balefire LLC27,905$2.63M0.5%-2.2%0.014%
10/8/2025 Veracity Capital LLC6,418$606K0.2%-23.7%0.003%
10/7/2025 Assenagon Asset Management S.A.435,127$41.06M0.1%-43.1%0.213%
10/2/2025 GAMMA Investing LLC8,310$784K0.0%+8.3%0.004%
10/1/2025 First Financial Bank Trust Division33,738$3.18M0.3%+7.7%0.017%
9/26/2025Corient Private Wealth LLC21,501$2.13M0.0%+14.5%0.011%
9/24/2025Texas Permanent School Fund Corp13,705$1.36M0.0%-38.6%0.007%
9/12/2025Valeo Financial Advisors LLC3,219$319K0.0%N/A0.002%
9/4/2025Osaic Holdings Inc.16,415$1.62M0.0%-3.6%0.008%
8/27/2025Orion Porfolio Solutions LLC47,735$4.73M0.0%+28.2%0.023%
8/26/2025Thrivent Financial for Lutherans7,766$769K0.0%-2.0%0.004%
8/20/2025Kentucky Retirement Systems12,956$1.28M0.0%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund5,499$545K0.0%-6.5%0.003%
8/19/2025Advisory Services Network LLC22,963$2.27M0.0%+57.5%0.011%
8/19/2025State of Wyoming974$96K0.0%-85.0%0.000%
8/19/2025Pitcairn Co.5,613$556K0.0%N/A0.003%
8/18/2025Caxton Associates LLP25,158$2.49M0.1%N/A0.012%
8/18/2025Semper Augustus Investments Group LLC506,396$50.15M7.1%+2.6%0.243%
8/18/2025CYBER HORNET ETFs LLC547$54K0.0%N/A0.000%
8/18/20251248 Management LLC449$44K0.0%N/A0.000%
8/16/2025Public Sector Pension Investment Board14,062$1.39M0.0%-99.0%0.007%
8/16/2025Evergreen Capital Management LLC3,664$363K0.0%+12.5%0.002%
8/15/2025CANADA LIFE ASSURANCE Co214,258$21.25M0.0%+24.5%0.103%
8/15/2025Tower Research Capital LLC TRC 4,918$487K0.0%+45.0%0.002%
8/15/2025MUFG Securities EMEA plc584$58K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC21,702$2.15M0.0%+15.6%0.010%
8/15/2025State of Tennessee Department of Treasury56,969$5.64M0.0%+44.0%0.027%
8/15/2025Captrust Financial Advisors16,657$1.65M0.0%+132.0%0.008%
8/15/2025Monimus Capital Management LP103,877$10.29M7.5%-20.0%0.050%
8/15/2025Vident Advisory LLC9,606$951K0.0%+3.3%0.005%
8/15/2025Two Sigma Securities LLC6,615$655K0.1%N/A0.003%
8/15/2025Tidal Investments LLC20,724$2.05M0.0%-24.6%0.010%
8/15/2025Shellback Capital LP73,000$7.23M0.5%+46.0%0.035%
8/15/2025Snowden Capital Advisors LLC4,759$471K0.0%+29.7%0.002%
8/15/2025Royal London Asset Management Ltd.90,498$8.96M0.0%-4.0%0.043%
8/15/2025Rafferty Asset Management LLC20,559$2.04M0.0%+8.6%0.010%
8/15/2025Orion Porfolio Solutions LLC47,735$4.73M0.0%+28.2%0.023%
8/15/2025Man Group plc131,971$13.07M0.0%-53.0%0.063%
8/15/2025Lazard Asset Management LLC30,797$3.05M0.0%-77.0%0.015%
8/15/2025LMR Partners LLP245,942$24.36M0.2%+95.9%0.118%
8/15/2025London Co. of Virginia2,840,104$281.28M1.6%+51.0%1.361%
8/15/2025Hook Mill Capital Partners LP190,766$18.89M1.9%N/A0.091%
8/15/2025III Capital Management40,000$3.96M0.7%+166.7%0.019%
8/15/2025EP Wealth Advisors LLC2,973$294K0.0%N/A0.001%
8/15/2025EdgePoint Investment Group Inc.10,825,801$1.07B8.1%+12.3%5.187%
8/15/2025BI Asset Management Fondsmaeglerselskab A S8,330$825K0.0%+86.3%0.004%
8/15/2025Boothbay Fund Management LLC56,897$5.64M0.1%+130.9%0.027%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp32,146$3.18M0.0%-17.7%0.015%
8/15/2025Brevan Howard Capital Management LP52,536$5.20M0.0%N/A0.025%
8/15/2025Adage Capital Partners GP L.L.C.130,938$12.97M0.0%-29.0%0.063%
8/15/2025Ameriprise Financial Inc.486,203$48.15M0.0%+11.4%0.233%
8/15/2025AQR Capital Management LLC1,275,363$124.97M0.1%+906.5%0.611%
8/14/2025California State Teachers Retirement System307,644$30.47M0.0%+13.1%0.147%
8/14/2025Raymond James Financial Inc.172,178$17.05M0.0%-57.1%0.083%
8/14/2025Maverick Capital Ltd.27,183$2.69M0.0%-97.1%0.013%
8/14/2025Canada Pension Plan Investment Board360,911$35.75M0.0%-17.3%0.173%
8/14/2025Quantinno Capital Management LP385,229$38.15M0.2%+47.0%0.185%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.21,851$2.16M0.0%-24.0%0.010%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main8,199$812K0.0%+156.6%0.004%
8/14/2025Napa Wealth Management5,240$519K0.2%N/A0.003%
8/14/2025Alliancebernstein L.P.3,746,222$371.03M0.1%+176.9%1.795%
8/14/2025Armistice Capital LLC4,248$421K0.0%N/A0.002%
8/14/2025Ieq Capital LLC106,360$10.53M0.1%+380.9%0.051%
8/14/2025Treasurer of the State of North Carolina183,770$18.20M0.1%+98.6%0.088%
8/14/2025The Manufacturers Life Insurance Company 115,765$11.47M0.0%-3.5%0.055%
8/14/2025Sei Investments Co.45,024$4.46M0.0%-75.6%0.022%
8/14/2025OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC 38,000$3.76M0.2%+155.0%0.018%
8/14/2025Aperture Investors LLC23,048$2.28M0.3%N/A0.011%
8/14/2025NewEdge Advisors LLC12,212$1.21M0.0%-11.2%0.006%
8/14/2025Night Squared LP88,287$8.74M3.9%+135.4%0.042%
8/14/2025BCS Private Wealth Management Inc.2,490$247K0.1%N/A0.001%
8/14/2025Investment Management Corp of Ontario5,019$497K0.0%-13.7%0.002%
8/14/2025iSAM Funds UK Ltd2,414$239K0.1%N/A0.001%
8/14/2025AXA S.A.31,859$3.16M0.0%-15.3%0.015%
8/14/2025Lombard Odier Asset Management USA Corp14,209$1.41M0.1%+33.7%0.007%
8/14/2025State Street Corp9,101,918$901.45M0.0%-2.0%4.361%
8/14/2025Daiwa Securities Group Inc.37,917$3.76M0.0%+8.5%0.018%
8/14/2025Resolute Capital Asset Partners LLC56,230$5.57M2.9%N/A0.027%
8/14/2025Divisadero Street Capital Management LP2,148$213K0.0%N/A0.001%
8/14/2025L2 Asset Management LLC8,886$880K0.1%N/A0.004%
8/14/2025Natixis417,634$41.36M0.2%-40.8%0.200%
8/14/2025Ossiam28,702$2.84M0.0%-20.8%0.014%
8/14/2025Bank of Nova Scotia46,848$4.64M0.0%-62.3%0.022%
8/14/2025Burgundy Asset Management Ltd.460,632$45.62M0.4%-72.6%0.221%
8/14/2025California Public Employees Retirement System279,133$27.65M0.0%-15.3%0.134%
8/14/2025Cerity Partners LLC44,836$4.44M0.0%+29.7%0.021%
8/14/2025Federated Hermes Inc.735,915$72.89M0.1%-0.9%0.353%
8/13/2025Cary Street Partners Investment Advisory LLC468$46K0.0%-69.7%0.000%
8/13/2025Cresset Asset Management LLC4,481$444K0.0%-8.6%0.002%
8/13/2025Brown Advisory Inc.36,094$3.58M0.0%-2.4%0.017%
8/13/2025Amundi828,373$85.33M0.0%-41.2%0.397%
8/13/2025Marshall Wace LLP2,593,468$256.86M0.3%-23.4%1.243%
8/13/2025Mirabella Financial Services LLP31,540$3.12M0.3%N/A0.015%
(Data available from 1/1/2016 forward)

DLTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLTR shares?

During the previous two years, 839 institutional investors and hedge funds held shares of Dollar Tree. The most heavily invested institutionals were Vanguard Group Inc. ($2.33B), Capital World Investors ($1.97B), EdgePoint Investment Group Inc. ($1.07B), State Street Corp ($901.45M), T. Rowe Price Investment Management Inc. ($750.32M), Capital International Investors ($656M), and Geode Capital Management LLC ($515.02M).Learn more on Dollar Tree's institutional investors.

What percentage of Dollar Tree's stock is owned by institutional investors?

97.40% of Dollar Tree's stock is owned by institutional investors. Learn more on DLTR's institutional investor holdings.

Which institutional investors have been buying Dollar Tree's stock?

Of the 707 institutional investors that purchased Dollar Tree's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($6.51M), Kovitz Investment Group Partners LLC ($5.71M), Capital International Investors ($4.47M), Marshall Wace LLP ($4.17M), EdgePoint Investment Group Inc. ($3.92M), Alliancebernstein L.P. ($3.33M), and Price T Rowe Associates Inc. MD ($2.62M).

How much institutional buying is happening at Dollar Tree?

Institutional investors have bought a total of 65,177,908 shares in the last 24 months. This purchase volume represents approximately $5.18B in transactions.

Which of Dollar Tree's major shareholders have been selling company stock?

Of the 325 institutional investors that sold Dollar Tree's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kovitz Investment Group Partners LLC ($5.12M), Price T Rowe Associates Inc. MD ($1.72M), Equity Investment Corp ($1.52M), Burgundy Asset Management Ltd. ($1.46M), American Century Companies Inc. ($1.46M), Public Sector Pension Investment Board ($1.41M), and FIL Ltd ($1.35M).

How much institutional selling is happening at Dollar Tree?

Institutional investors have sold a total of 35,553,506 shares in the last 24 months. This volume of shares sold represents approximately $2.91B in transactions.



This page (NASDAQ:DLTR) was last updated on 10/10/2025 by MarketBeat.com Staff
From Our Partners