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Dollar Tree (DLTR) Institutional Ownership

Dollar Tree logo
$96.51 +2.82 (+3.01%)
Closing price 04:00 PM Eastern
Extended Trading
$96.48 -0.03 (-0.03%)
As of 05:04 PM 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 Massive. Learn more.
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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)
582
Total
Institutional Inflows
(last 12 months)
$4.91B
Number of
Institutional Sellers
(last 12 months)
369
Total
Institutional Outflows
(last 12 months)
$4.79B
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Skip Chart & View Institutional Buying and Selling Data

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
5/6/2026Kera Capital Partners Inc.4,869$533K0.1%+45.4%0.002%
5/6/2026Financiere des Professionnels Fonds d investissement inc.2,482$272K0.0%N/A0.001%
5/6/2026Bessemer Group Inc.7,518$824K0.0%+14.2%0.004%
5/6/2026Gerald Baker Financial Group LLC5,078$556K0.2%N/A0.003%
5/6/2026SteelPeak Wealth LLC4,229$463K0.0%N/A0.002%
5/6/2026Allspring Global Investments Holdings LLC9,024$981K0.0%+3.2%0.005%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super33,820$3.70M0.1%N/A0.017%
5/5/2026Wealthfront Advisers LLC76,985$8.43M0.0%+13.7%0.039%
5/5/2026Bank of New York Mellon Corp952,202$104.28M0.0%-9.1%0.483%
5/5/2026Illinois Municipal Retirement Fund174,091$19.07M0.2%+2.6%0.088%
5/5/2026Three Seasons Wealth LLC1,930$211K0.1%N/A0.001%
5/5/2026Geneos Wealth Management Inc.1,352$148K0.0%-14.3%0.001%
5/5/2026Harel Insurance Investments & Financial Services Ltd.1,741$190K0.0%N/A0.001%
5/5/2026Sanctuary Advisors LLC5,059$554K0.0%-5.6%0.003%
5/5/2026 Checchi Capital Advisers LLC3,447$377K0.0%+16.8%0.002%
5/5/2026 Maryland State Retirement & Pension System9,322$1.02M0.0%-5.6%0.005%
5/4/2026 Mattern Capital Management LLC6,853$750K0.1%-49.4%0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,354$367K0.0%+82.2%0.002%
5/4/2026 Bryn Mawr Trust Advisors LLC2,206$242K0.0%-33.0%0.001%
5/4/2026 State of Michigan Retirement System53,969$5.91M0.0%-2.5%0.027%
5/4/2026 Principal Financial Group Inc.228,381$25.01M0.0%-0.3%0.116%
5/4/2026 Chicago Partners Investment Group LLC6,053$617K0.0%+188.8%0.003%
5/4/2026 Arbejdsmarkedets Tillaegspension162,857$17.83M0.4%N/A0.083%
5/4/2026 Lifeworks Advisors LLC6,819$747K0.1%-13.2%0.003%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS43,079$4.72M0.0%-2.4%0.022%
5/1/2026 Citizens Financial Group Inc. RI2,032$223K0.0%+9.0%0.001%
5/1/2026 Fifth Third Bancorp36,113$3.96M0.0%+189.1%0.018%
5/1/2026 Candriam S.C.A.27,289$2.99M0.0%-4.0%0.014%
5/1/2026 Sequoia Financial Advisors LLC12,630$1.38M0.0%+11.1%0.006%
4/30/2026 Hsbc Holdings PLC646,333$70.36M0.0%+10.4%0.328%
4/30/2026 Horrell Capital Management Inc.22,337$2.45M1.1%-8.2%0.011%
4/30/2026 Kestra Advisory Services LLC5,737$628K0.0%+29.1%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.470,355$51.51M0.0%-8.0%0.238%
4/30/2026 Oregon Public Employees Retirement Fund21,228$2.33M0.0%-2.3%0.011%
4/29/2026 Eads & Heald Wealth Management6,406$702K0.3%+5.0%0.003%
4/29/2026 Burney Co.7,663$839K0.0%+1.9%0.004%
4/29/2026 Swedbank AB161,253$17.66M0.0%+5.1%0.082%
4/28/2026 Kathmere Capital Management LLC6,374$698K0.0%+105.7%0.003%
4/28/2026 Whittier Trust Co. of Nevada Inc.2,692$299K0.0%+168.7%0.001%
4/28/2026 Astoria Portfolio Advisors LLC.2,145$235K0.1%+18.4%0.001%
4/28/2026 Parrish Capital LLC9,579$1.05M0.9%+2.4%0.005%
4/28/2026 V Square Quantitative Management LLC3,130$343K0.0%-7.2%0.002%
4/27/2026 HB Wealth Management LLC6,216$681K0.0%+30.5%0.003%
4/27/2026 Counterpoint Mutual Funds LLC2,538$278K0.0%-90.7%0.001%
4/27/2026 New York State Teachers Retirement System169,183$18.53M0.0%-0.2%0.086%
4/27/2026 Optas LLC2,803$307K0.0%N/A0.001%
4/27/2026 Y Intercept Hong Kong Ltd12,176$1.33M0.0%+289.6%0.006%
4/27/2026 Leonteq Securities AG540$59K0.0%+77.0%0.000%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund58,037$6.36M0.0%+105.2%0.029%
4/27/2026 Elevation Point Wealth Partners LLC5,616$615K0.0%N/A0.003%
4/27/2026 Platform Technology Partners2,249$246K0.0%N/A0.001%
4/25/2026 Strs Ohio4,492$492K0.0%-2.6%0.002%
4/25/2026 Smithbridge Asset Management Inc. DE11,068$1.21M0.2%-49.8%0.006%
4/24/2026 Root Financial Partners LLC989$108K0.0%+151.7%0.001%
4/24/2026 Stock Yards Bank & Trust Co.18,041$1.98M0.1%-2.7%0.009%
4/24/2026 CHICAGO TRUST Co NA7,560$828K0.1%+12.0%0.004%
4/24/2026 USS Investment Management Ltd26,297$2.88M0.0%+12.3%0.013%
4/24/2026 IFM Investors Pty Ltd39,090$4.28M0.0%+0.3%0.020%
4/24/2026 iA Global Asset Management Inc.16,364$1.79M0.0%-36.1%0.008%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 2,912$319K0.0%N/A0.001%
4/23/2026 Apollon Wealth Management LLC2,342$256K0.0%N/A0.001%
4/22/2026 Patton Fund Management Inc.26,167$2.87M0.5%-63.0%0.013%
4/22/2026 Janney Montgomery Scott LLC29,011$3.18M0.0%+0.5%0.015%
4/22/2026 Louisbourg Investments Inc.41,631$4.56M0.8%+6.5%0.021%
4/22/2026 Nicholas Wealth LLC.10,257$1.12M0.8%-7.7%0.005%
4/22/2026 Pictet Asset Management Holding SA96,249$10.54M0.0%-2.5%0.049%
4/22/2026 Sterling Capital Management LLC21,881$2.40M0.0%-16.4%0.011%
4/21/2026 VCI Wealth Management LLC7,836$858K0.2%N/A0.004%
4/21/2026 Louisiana State Employees Retirement System9,400$1.03M0.0%N/A0.005%
4/20/2026 Ritholtz Wealth Management17,971$1.97M0.0%+129.9%0.009%
4/20/2026 Live Oak Private Wealth LLC149,182$16.34M2.3%-3.9%0.076%
4/20/2026 Blue Trust Inc.589$65K0.0%-51.3%0.000%
4/20/2026 OP Asset Management Ltd19,947$2.18M0.0%N/A0.010%
4/20/2026 Provenance Wealth Advisors LLC1,424$156K0.0%N/A0.001%
4/20/2026 Banque Cantonale Vaudoise9,107$997K0.0%-37.5%0.005%
4/20/2026 Assenagon Asset Management S.A.384,519$42.11M0.1%-42.7%0.195%
4/17/2026 Kirr Marbach & Co. LLC IN104,125$11.40M2.1%-0.7%0.053%
4/17/2026 Signal Advisors Wealth LLC8,345$914K0.1%N/A0.004%
4/16/2026 SG Americas Securities LLC16,101$1.76M0.0%-90.9%0.008%
4/16/2026 Evolve Private Wealth LLC22,468$2.46M0.1%+1,040.5%0.011%
4/16/2026 Polianta Ltd12,300$1.35M0.2%N/A0.006%
4/16/2026 AEGON ASSET MANAGEMENT UK Plc238,323$26.09M0.3%-22.9%0.121%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S18,040$1.98M0.0%+10.8%0.009%
3/17/2026Rockefeller Capital Management L.P.90,449$11.13M0.0%-19.2%0.045%
3/9/2026Corient Private Wealth LLC24,608$3.03M0.0%+23.4%0.012%
3/6/2026 Hsbc Holdings PLC585,278$72.06M0.0%-10.6%0.294%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management365$45K0.0%N/A0.000%
3/5/2026 Bayban400$49K0.0%N/A0.000%
3/4/2026OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC 10,000$1.23M0.1%N/A0.005%
3/2/2026Reflection Asset Management202$25K0.0%N/A0.000%
3/2/2026 Sankala Group LLC510$65K0.1%N/A0.000%
3/2/2026Tobam21,747$2.68M0.7%-48.2%0.011%
2/27/2026Groupama Asset Managment2,503$308K0.0%-9.4%0.001%
2/24/2026 Astoria Portfolio Advisors LLC.1,812$236K0.1%N/A0.001%
2/24/2026Pacer Advisors Inc.763,944$93.97M0.1%-43.3%0.384%
2/23/2026Kera Capital Partners Inc.3,349$394K0.0%-9.3%0.002%
2/19/2026T. Rowe Price Investment Management Inc.7,143,569$878.73M0.6%-14.4%3.592%
2/19/2026Compound Planning Inc.3,031$373K0.0%+30.3%0.002%
2/19/2026Invesco Ltd.2,719,303$334.50M0.1%+1.5%1.368%
2/19/2026Corient Private Wealth LLC40,461$4.98M0.0%+102.9%0.020%


DLTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLTR shares?

During the previous two years, 895 institutional investors and hedge funds held shares of Dollar Tree. The most heavily invested institutionals were Vanguard Group Inc. ($2.82B), Capital World Investors ($1.97B), Price T Rowe Associates Inc. MD ($1.20B), State Street Corp ($1.14B), Capital International Investors ($1.08B), EdgePoint Investment Group Inc. ($1.06B), and T. Rowe Price Investment Management Inc. ($878.73M).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 777 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 ($6.28M), Kovitz Investment Group Partners LLC ($5.60M), EdgePoint Investment Group Inc. ($4.23M), Marshall Wace LLP ($4.17M), Alliancebernstein L.P. ($3.51M), Price T Rowe Associates Inc. MD ($2.62M), and Balyasny Asset Management L.P. ($2.52M).

How much institutional buying is happening at Dollar Tree?

Institutional investors have bought a total of 51,474,100 shares in the last 24 months. This purchase volume represents approximately $4.91B in transactions.

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

Of the 368 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 ($5.21M), T. Rowe Price Investment Management Inc. ($4.78M), EdgePoint Investment Group Inc. ($2.48M), Nomura Holdings Inc. ($2.02M), American Century Companies Inc. ($1.48M), Equity Investment Corp ($1.41M), and Public Sector Pension Investment Board ($1.41M).

How much institutional selling is happening at Dollar Tree?

Institutional investors have sold a total of 45,806,424 shares in the last 24 months. This volume of shares sold represents approximately $4.79B in transactions.


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This page (NASDAQ:DLTR) was last updated on 5/6/2026 by MarketBeat.com Staff.
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