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Dollar Tree (DLTR) Institutional Ownership

Dollar Tree logo
$131.42 +0.38 (+0.29%)
As of 04:00 PM Eastern
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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)
$16.25B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$3.45B
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DLTR Institutional Buying and Selling by Quarter

Dollar Tree Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2026Parkside Financial Bank & Trust1,152$139K0.0%+86.4%0.001%
9/2/2026 Brown Lisle Cummings Inc.13,329$1.61M0.3%+11,592.1%0.007%
9/1/2026 Parrish Capital LLC8,714$1.05M0.8%-9.0%0.005%
8/27/2026 Corient Private Wealth LP163,783$19.81M0.0%+6.3%0.085%
8/26/2026 Amundi1,259,390$152.32M0.0%+25.2%0.655%
8/26/2026 HighTower Advisors LLC11,607$1.40M0.0%-32.6%0.006%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al115,850$14.01M0.1%N/A0.060%
8/24/2026 California State Teachers Retirement System34,952,131$4.23B0.0%+13,223.3%18.187%
8/23/2026 Alan B Lancz & Associates Inc.1,800$218K0.2%N/A0.001%
8/23/2026 Wedmont Private Capital4,263$532K0.0%-5.5%0.002%
8/23/2026 HB Wealth Management LLC5,487$664K0.0%-11.7%0.003%
8/23/2026 Saudi Central Bank13,120$1.59M0.0%+88.2%0.007%
8/22/2026 AlphaGrep UK Ltd4,305$521K0.2%N/A0.002%
8/22/2026 Raiffeisen Bank International AG13,779$1.69M0.0%+104.9%0.007%
8/22/2026 Syon Capital LLC8,262$999K0.0%+15.2%0.004%
8/22/2026 denkapparat Operations GmbH11,172$1.35M0.4%N/A0.006%
8/22/2026 TD Waterhouse Canada Inc.16,141$1.96M0.0%-1.1%0.008%
8/22/2026 Premier Path Wealth Partners LLC1,723$208K0.0%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC3,329$403K0.0%-4.7%0.002%
8/22/2026 NEOS Investment Management LLC30,030$3.63M0.0%-2.0%0.016%
8/21/2026 AXQ Capital LP9,216$1.12M0.1%-77.4%0.005%
8/21/2026 Nykredit A S83,841$10.14M0.0%N/A0.044%
8/21/2026 Live Oak Private Wealth LLC126,189$15.26M2.0%-15.4%0.066%
8/20/2026 Proficio Capital Partners LLC2,586$313K0.0%N/A0.001%
8/20/2026 Two Sigma Securities LLC3,756$454K0.0%N/A0.002%
8/20/2026 Meiji Yasuda Life Insurance Co4,390$531K0.0%-42.1%0.002%
8/20/2026 Hennessy Advisors Inc.20,000$2.42M0.1%-2.4%0.010%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,450,333$175.42M0.0%+19.6%0.755%
8/19/2026 New Mexico Educational Retirement Board9,163$1.11M0.0%+4.6%0.005%
8/19/2026 Mufg Securities Americas Inc.5,455$660K0.0%+6.6%0.003%
8/19/2026 Van ECK Associates Corp19,242$2.33M0.0%+1.5%0.010%
8/19/2026 Nissay Asset Management Corp Japan25,238$3.05M0.0%+2.2%0.013%
8/19/2026 Wellington Management Group LLP19,540$2.36M0.0%-98.2%0.010%
8/19/2026 Archer Investment Corp2,672$323K0.0%N/A0.001%
8/19/2026 Kingsview Wealth Management LLC12,679$1.46M0.0%N/A0.007%
8/18/2026 Beacon Pointe Advisors LLC2,973$342K0.0%N/A0.002%
8/18/2026 Beacon Pointe Advisors LLC96,677$11.69M0.1%N/A0.050%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt1,512$183K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.29,985$3.68M0.0%N/A0.016%
8/18/2026 Rakuten Investment Management Inc.36,021$4.23M0.0%N/A0.019%
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8/18/2026 Glenview Trust Co10,413$1.20M0.0%N/A0.005%
8/18/2026 Empowered Funds LLC49,670$6.01M0.0%N/A0.026%
8/18/2026 Empowered Funds LLC61,577$7.09M0.0%N/A0.032%
8/18/2026 United Capital Financial Advisors LLC5,971$722K0.0%N/A0.003%
8/18/2026 United Capital Financial Advisors LLC10,874$1.25M0.0%N/A0.006%
8/18/2026 Grandeur Peak Global Advisors LLC46,026$5.30M1.0%N/A0.024%
8/18/2026 Brooks Moore & Associates Inc.9,575$1.10M0.5%N/A0.005%
8/18/2026 Ruggaard & Associates LLC2,959$341K0.1%N/A0.002%
8/18/2026 Centaurus Financial Inc.10,543$1.21M0.0%N/A0.005%
8/18/2026Jefferies Financial Group Inc.14,538$1.76M0.0%N/A0.008%
8/18/2026Jefferies Financial Group Inc.45,560$5.24M0.0%N/A0.024%
8/18/2026 Public Employees Retirement System of Ohio60,159$7.28M0.0%N/A0.031%
8/18/2026 PenderFund Capital Management Ltd.18,634$2.25M0.3%N/A0.010%
8/17/2026 Jacobs Equity LLC4,950$599K0.4%N/A0.003%
8/17/2026 Redwood Investment Management LLC9,632$1.17M0.1%N/A0.005%
8/17/2026 Proficio Capital Partners LLC2,586$313K0.0%N/A0.001%
8/17/2026 Proficio Capital Partners LLC3,968$457K0.0%N/A0.002%
8/17/2026 Transamerica Financial Advisors LLC1,704$196K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP39,651$4.56M0.0%N/A0.021%
8/17/2026 Corient Private Wealth LP584,935$20.37M0.0%N/A0.304%
8/17/2026 Parallax Volatility Advisers L.P.2,369$287K0.0%N/A0.001%
8/17/2026 Parallax Volatility Advisers L.P.7,652$881K0.0%N/A0.004%
8/17/2026 Bank of America Corp DE905,120$109.47M0.0%N/A0.471%
8/17/2026 Bank of America Corp DE3,347,666$385.35M0.0%N/A1.742%
8/15/2026 Strategic Global Advisors LLC30,351$3.67M0.5%N/A0.016%
8/15/2026 Freestone Grove Partners LP320,158$36.85M0.2%N/A0.167%
8/15/2026 Freestone Grove Partners LP363,726$43.99M0.3%N/A0.189%
8/15/2026 Caisse de depot et placement du Quebec828,942$100.26M0.1%N/A0.431%
8/15/2026 Caisse de depot et placement du Quebec1,786,391$205.63M0.3%N/A0.930%
8/15/2026 Man Group plc174,864$21.15M0.0%N/A0.091%
8/15/2026 Man Group plc978,777$112.67M0.2%N/A0.509%
8/15/2026 Western Wealth Management LLC2,946$339K0.0%N/A0.002%
8/15/2026 Jupiter Topco LLC23,620$2.72M0.0%N/A0.012%
8/15/2026 Jupiter Topco LLC1,306,484$158.02M0.1%N/A0.680%
8/14/2026 EFG International AG260$30K0.0%N/A0.000%
8/14/2026 Ancora Advisors LLC5,389$620K0.0%N/A0.003%
8/14/2026 Primecap Management Co. CA3,768,875$455.85M0.3%N/A1.961%
8/14/2026 Canada Pension Plan Investment Board341,353$41.29M0.0%N/A0.178%
8/14/2026 Canada Pension Plan Investment Board527,019$60.67M0.0%N/A0.274%
8/14/2026 Legal & General Group Plc1,322,425$159.95M0.0%N/A0.688%
8/14/2026 Legal & General Group Plc1,448,222$166.71M0.0%N/A0.754%
8/14/2026 The Manufacturers Life Insurance Company90,704$10.97M0.0%N/A0.047%
8/14/2026 The Manufacturers Life Insurance Company109,741$12.63M0.0%N/A0.057%
8/14/2026 Jones Financial Companies Lllp35,009$4.03M0.0%N/A0.018%
8/14/2026 L2 Asset Management LLC100,731$12.18M1.3%N/A0.052%
8/14/2026 Cetera Trust Company N.A325$37K0.0%N/A0.000%
8/14/2026 Algert Global LLC27,982$3.38M0.0%+711.3%0.015%
8/14/2026 Algert Global LLC69,452$8.00M0.1%+17.9%0.036%
8/13/2026 Cibc World Market Inc.48,342$5.57M0.0%N/A0.025%
8/13/2026 Cibc World Market Inc.92,396$11.18M0.0%N/A0.048%
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8/13/2026 OMERS ADMINISTRATION Corp10,550$1.28M0.0%N/A0.005%
8/13/2026 OMERS ADMINISTRATION Corp15,753$1.81M0.0%N/A0.008%
8/13/2026 Osmosis Investment Management UK Ltd6,891$833K0.0%N/A0.004%
8/13/2026 Sanctuary Advisors LLC5,070$613K0.0%N/A0.003%
8/13/2026 Sanctuary Advisors LLC24,492$2.82M0.0%N/A0.013%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.13,969$1.69M0.0%N/A0.007%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.33,222$3.82M0.0%N/A0.017%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.2,205$267K0.0%N/A0.001%
8/13/2026 Magellan Asset Management Ltd398,171$45.83M1.0%N/A0.207%
8/13/2026 Kiltearn Partners LLP274,047$31.55M7.7%N/A0.143%


DLTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 915 institutional investors and hedge funds held shares of Dollar Tree. The most heavily invested institutionals were California State Teachers Retirement System ($4.23B), Vanguard Group Inc. ($2.82B), BlackRock Inc. ($2.64B), Price T Rowe Associates Inc. MD ($1.20B), Pzena Investment Management LLC ($1.18B), State Street Corp ($1.14B), and Capital International Investors ($1.08B).Learn more on Dollar Tree's institutional investors.

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

Of the 807 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: BlackRock Inc. ($38.89M), California State Teachers Retirement System ($34.73M), Pzena Investment Management LLC ($10.23M), Norges Bank ($6.28M), Kovitz Investment Group Partners LLC ($5.60M), Primecap Management Co. CA ($5.16M), and Bank of America Corp DE ($4.67M).

Institutional investors have bought a total of 137,702,709 shares in the last 24 months. This purchase volume represents approximately $16.25B in transactions.

Of the 316 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: T. Rowe Price Investment Management Inc. ($4.78M), EdgePoint Investment Group Inc. ($2.83M), Nomura Holdings Inc. ($2.02M), FIL Ltd ($1.33M), Morgan Stanley ($1.22M), Renaissance Technologies LLC ($1.13M), and Jupiter Asset Management Ltd. ($1.05M).

Institutional investors have sold a total of 29,728,489 shares in the last 24 months. This volume of shares sold represents approximately $3.45B in transactions.


Related Companies

Institutional ownership data for NASDAQ:DLTR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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