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Dollar Tree (DLTR) Institutional Ownership

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$121.76 +5.48 (+4.71%)
Closing price 04:00 PM Eastern
Extended Trading
$121.70 -0.06 (-0.05%)
As of 07:59 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)
550
Total
Institutional Inflows
(last 12 months)
$12.36B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$3.47B
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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
10/14/20266th Street Advisors LLC2,550$291K0.2%N/A0.001%
10/14/2026First Citizens Bank & Trust Co.29,912$3.41M0.0%N/A0.016%
10/14/2026Signal Advisors Wealth LLC18,291$2.09M0.1%+23.4%0.010%
10/14/2026Krilogy Financial LLC9,768$1.07M0.0%+289.9%0.005%
10/14/2026RHS Financial LLC3,060$349K0.1%+6.2%0.002%
10/13/2026Forvis Mazars Wealth Advisors LLC4,571$521K0.0%N/A0.002%
10/13/2026Contravisory Investment Management Inc.14,361$1.64M0.2%N/A0.008%
10/13/2026Sage Capital Advisors llc30,398$3.47M0.5%N/A0.016%
10/13/2026NorthCrest Asset Manangement LLC17,345$1.85M0.0%+192.2%0.009%
10/10/2026Armstrong Advisory Group Inc.651$74K0.0%N/A0.000%
10/10/2026Wealth Science Advisors LLC3,407$388K0.2%N/A0.002%
10/10/2026ANB Bank3,175$362K0.1%N/A0.002%
10/10/2026Castleview Partners LLC9,428$1.08M0.5%N/A0.005%
10/9/2026Sound Income Strategies LLC125,298$14.29M0.3%N/A0.067%
10/9/2026Wedmont Private Capital2,688$306K0.0%-36.9%0.001%
10/9/2026Insight Wealth Strategies LLC83,399$9.51M1.0%N/A0.044%
10/9/2026Douglas Lane & Associates LLC120,686$13.76M0.2%N/A0.064%
10/8/2026City Center Advisors LLC3,774$430K0.3%N/A0.002%
10/8/2026Applied Capital LLC FL9,570$1.09M0.4%N/A0.005%
10/8/2026Martin Capital Partners LLC3,455$394K0.1%N/A0.002%
10/7/2026Elevation Wealth Partners LLC556$63K0.0%+45.2%0.000%
10/7/2026Investors Research Corp12,071$1.38M0.2%N/A0.006%
10/7/2026Benedict Financial Advisors Inc.5,029$573K0.1%N/A0.003%
10/5/2026Ridgewood Investments LLC9,796$1.12M0.4%N/A0.005%
10/5/2026MassMutual Private Wealth & Trust FSB671$77K0.0%-39.2%0.000%
10/2/2026 CX Institutional5,845$666K0.0%+108.9%0.003%
10/2/2026 Versant Capital Management Inc7,784$888K0.1%+80.5%0.004%
10/1/2026 First Financial Bank Trust Division31,060$3.54M0.3%+8.4%0.017%
10/1/2026 Roxbury Financial LLC1,390$158K0.1%N/A0.001%
10/1/2026 Parrish Capital LLC8,917$1.02M0.8%+2.3%0.005%
10/1/2026 Confluence Investment Management LLC1,426,856$162.69M2.5%+963.7%0.760%
9/23/2026Envestnet Portfolio Solutions Inc.44,411$5.37M0.0%N/A0.024%
9/22/2026Andra AP fonden44,368$5.37M0.1%-55.9%0.024%
9/15/2026Anchor Investment Management LLC1,070$129K0.0%-40.6%0.001%
9/9/2026Sequoia Financial Advisors LLC32,295$3.91M0.0%+155.7%0.017%
9/9/2026Tidal Investments LLC67,337$8.14M0.0%+144.0%0.036%
9/9/2026National Pension Service301,995$36.53M0.0%-49.5%0.161%
9/9/2026WINTON GROUP Ltd78,260$9.47M0.3%N/A0.042%
9/9/2026Engineers Gate Manager LP10,620$1.28M0.0%-69.6%0.006%
9/9/2026Cidel Asset Management Inc.5,996$725K0.0%+111.9%0.003%
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9/9/2026Capital Analysts LLC464$56K0.0%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC19,005$2.30M0.0%+347.1%0.010%
9/9/2026NewEdge Advisors LLC26,509$3.21M0.0%+468.9%0.014%
9/9/2026IFP Advisors Inc8,400$1.02M0.0%+396.2%0.004%
9/9/2026Baird Financial Group Inc.62,832$7.60M0.0%N/A0.033%
9/9/2026Beacon Investment Advisory Services Inc.510$62K0.0%N/A0.000%
9/8/2026Allworth Financial LP8,031$971K0.0%+260.3%0.004%
9/8/2026Arizona State Retirement System96,587$11.68M0.1%+88.2%0.051%
9/8/2026West Family Investments Inc.6,996$846K0.2%N/A0.004%
9/8/2026Waverly Advisors LLC6,663$806K0.0%+93.2%0.004%
9/8/2026Paragon Capital Management Ltd2,949$357K0.1%N/A0.002%
9/8/2026Empirical Finance LLC79,398$9.46M0.4%+983.9%0.042%
9/8/2026Nykredit A S1,358,361$164.29M0.5%N/A0.724%
9/4/2026Parkside Financial Bank & Trust1,152$139K0.0%+86.4%0.001%
9/2/2026Brown 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%
8/27/2026Corient Private Wealth LP163,783$19.81M0.0%+6.3%0.085%
8/26/2026Amundi1,259,390$152.32M0.0%+25.2%0.655%
8/26/2026HighTower Advisors LLC11,607$1.40M0.0%-32.6%0.006%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al115,850$14.01M0.1%N/A0.060%
8/23/2026Alan B Lancz & Associates Inc.1,800$218K0.2%N/A0.001%
8/23/2026Wedmont Private Capital4,263$532K0.0%-5.5%0.002%
8/23/2026HB Wealth Management LLC5,487$664K0.0%-11.7%0.003%
8/23/2026Saudi Central Bank13,120$1.59M0.0%+88.2%0.007%
8/22/2026AlphaGrep UK Ltd4,305$521K0.2%N/A0.002%
8/22/2026Raiffeisen Bank International AG13,779$1.69M0.0%+104.9%0.007%
8/22/2026Syon Capital LLC8,262$999K0.0%+15.2%0.004%
8/22/2026denkapparat Operations GmbH11,172$1.35M0.4%N/A0.006%
8/22/2026TD Waterhouse Canada Inc.16,141$1.96M0.0%-1.1%0.008%
8/22/2026Premier Path Wealth Partners LLC1,723$208K0.0%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC3,329$403K0.0%-4.7%0.002%
8/22/2026NEOS Investment Management LLC30,030$3.63M0.0%-2.0%0.016%
8/21/2026AXQ Capital LP9,216$1.12M0.1%-77.4%0.005%
8/21/2026Nykredit A S83,841$10.14M0.0%N/A0.044%
8/21/2026Live Oak Private Wealth LLC126,189$15.26M2.0%-15.4%0.066%
8/20/2026Proficio Capital Partners LLC2,586$313K0.0%N/A0.001%
8/20/2026Two Sigma Securities LLC3,756$454K0.0%N/A0.002%
8/20/2026Meiji Yasuda Life Insurance Co4,390$531K0.0%-42.1%0.002%
8/20/2026Hennessy Advisors Inc.20,000$2.42M0.1%-2.4%0.010%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,450,333$175.42M0.0%+19.6%0.755%
8/19/2026New Mexico Educational Retirement Board9,163$1.11M0.0%+4.6%0.005%
8/19/2026Mufg Securities Americas Inc.5,455$660K0.0%+6.6%0.003%
8/19/2026Van ECK Associates Corp19,242$2.33M0.0%+1.5%0.010%
8/19/2026Nissay Asset Management Corp Japan25,238$3.05M0.0%+2.2%0.013%
8/19/2026Wellington Management Group LLP19,540$2.36M0.0%-98.2%0.010%
8/19/2026Archer Investment Corp2,672$323K0.0%N/A0.001%
8/19/2026Kingsview Wealth Management LLC12,679$1.46M0.0%N/A0.007%
8/18/2026Beacon Pointe Advisors LLC2,973$342K0.0%N/A0.002%
8/18/2026Beacon Pointe Advisors LLC96,677$11.69M0.1%N/A0.050%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt1,512$183K0.0%N/A0.001%
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8/18/2026Rakuten Investment Management Inc.29,985$3.68M0.0%N/A0.016%
8/18/2026Rakuten Investment Management Inc.36,021$4.23M0.0%N/A0.019%
8/18/2026Glenview Trust Co10,413$1.20M0.0%N/A0.005%
8/18/2026Empowered Funds LLC49,670$6.01M0.0%N/A0.026%
8/18/2026Empowered Funds LLC61,577$7.09M0.0%N/A0.032%
8/18/2026United Capital Financial Advisors LLC5,971$722K0.0%N/A0.003%
8/18/2026United Capital Financial Advisors LLC10,874$1.25M0.0%N/A0.006%
8/18/2026Grandeur Peak Global Advisors LLC46,026$5.30M1.0%N/A0.024%
8/18/2026Brooks Moore & Associates Inc.9,575$1.10M0.5%N/A0.005%
8/18/2026Ruggaard & Associates LLC2,959$341K0.1%N/A0.002%


DLTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 931 institutional investors and hedge funds held shares of Dollar Tree. The most heavily invested institutionals were 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), Capital International Investors ($1.08B), and EdgePoint Investment Group Inc. ($909.64M).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 825 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), Pzena Investment Management LLC ($10.23M), Norges Bank ($6.28M), Kovitz Investment Group Partners LLC ($5.60M), Primecap Management Co. CA ($5.16M), Bank of America Corp DE ($4.67M), and EdgePoint Investment Group Inc. ($4.23M).

Institutional investors have bought a total of 105,348,702 shares in the last 24 months. This purchase volume represents approximately $12.36B in transactions.

Of the 315 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 29,746,376 shares in the last 24 months. This volume of shares sold represents approximately $3.47B in transactions.


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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 10/14/2026. New 13F filings are added each quarter as they're published.
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