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Dollar Tree (DLTR) Institutional Ownership

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$126.85 +2.80 (+2.25%)
As of 09:30 AM Eastern
This is a fair market value price provided by Massive. 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)
553
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
351
Total
Institutional Outflows
(last 12 months)
$4.39B
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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
7/2/2026 MassMutual Private Wealth & Trust FSB1,103$133K0.0%-16.7%0.001%
7/2/2026 Versant Capital Management Inc4,313$522K0.0%+8.7%0.002%
7/2/2026 CX Institutional2,798$338K0.0%+6.9%0.001%
7/1/2026 Confluence Investment Management LLC134,143$16.23M0.3%-8.2%0.070%
7/1/2026 First Financial Bank Trust Division28,648$3.47M0.2%+15.1%0.015%
6/24/2026Basecamp Wealth Advisors LLC259$28K0.0%+59.9%0.000%
6/24/2026Redwood Investment Management LLC9,635$1.06M0.1%+7.7%0.005%
6/18/2026Pacer Advisors Inc.858,591$94.02M0.1%+12.4%0.447%
6/11/2026LFG Wealth Partners LLC12,900$1.41M0.9%N/A0.007%
6/3/2026Parallel Advisors LLC2,193$240K0.0%+18.7%0.001%
6/3/2026NewEdge Advisors LLC4,660$510K0.0%+100.5%0.002%
6/2/2026Optiver Holding B.V.2,160$237K0.0%+47.3%0.001%
5/26/2026Glenmede Trust Co. NA103,573$11.34M0.1%+898.2%0.053%
5/19/2026Bank of America Corp DE1,274,603$139.58M0.0%-6.3%0.655%
5/19/2026Edgestream Partners L.P.66,389$7.27M0.2%+68.3%0.034%
5/19/2026Kentucky Retirement Systems17,181$1.88M0.1%+38.8%0.009%
5/19/2026Janus Henderson Group PLC1,290,507$141.32M0.1%-20.0%0.663%
5/19/2026Arkadios Wealth Advisors4,224$463K0.0%N/A0.002%
5/18/2026Amundi1,005,528$110.12M0.0%-28.8%0.516%
5/18/2026EverSource Wealth Advisors LLC1,902$208K0.0%+22.6%0.001%
5/18/2026California State Teachers Retirement System262,338$28.73M0.0%-4.2%0.135%
5/18/2026EdgePoint Investment Group Inc.8,306,467$909.64M7.3%-4.0%4.266%
5/18/2026Empowered Funds LLC92,519$10.13M0.1%+1,536.1%0.048%
5/16/2026The Manufacturers Life Insurance Company 98,935$10.83M0.0%-6.9%0.051%
5/16/2026Quantinno Capital Management LP723,031$79.18M0.1%+85.4%0.371%
5/16/2026Lazard Asset Management LLC39,380$4.31M0.0%+15.5%0.020%
5/15/2026Owlhouse Capital LP22,023$2.41M3.2%-10.1%0.011%
5/15/2026OMERS ADMINISTRATION Corp25,290$2.77M0.0%+38.3%0.013%
5/15/2026Lombard Odier Asset Management Switzerland SA3,294$361K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC3,448$378K0.0%+5.6%0.002%
5/15/2026London Co. of Virginia2,300,205$251.90M1.6%-9.4%1.181%
5/15/2026Entropy Technologies LP52,851$5.79M0.3%N/A0.027%
5/15/2026Bridgewater Advisors Inc.3,641$399K0.0%+6.2%0.002%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund11,619$1.27M0.0%+55.0%0.006%
5/14/2026Dai ichi Life Insurance Company Ltd4,344$476K0.0%-73.4%0.002%
5/14/2026Renaissance Technologies LLC13,300$1.46M0.0%-93.5%0.007%
5/14/2026Public Employees Retirement System of Ohio54,665$5.99M0.0%-5.7%0.028%
5/14/2026Arrowstreet Capital Limited Partnership1,495,426$163.76M0.1%-17.9%0.768%
5/14/2026Caxton Associates LLP9,865$1.08M0.0%N/A0.005%
5/14/2026Inceptionr LLC6,113$669K0.2%N/A0.003%
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5/14/2026Mizuho Markets Americas LLC300,000$32.85M0.9%N/A0.154%
5/14/2026Bank of Nova Scotia21,989$2.41M0.0%-13.8%0.011%
5/14/2026Sei Investments Co.592,127$64.84M0.1%+93.7%0.304%
5/14/2026Lido Advisors LLC5,386$590K0.0%-11.6%0.003%
5/13/2026Cetera Investment Advisers24,153$2.65M0.0%+12.8%0.012%
5/13/2026CI Investments Inc.73,830$8.09M0.0%+0.5%0.038%
5/13/2026First Trust Advisors LP37,271$4.08M0.0%-10.8%0.019%
5/12/2026Bellwether Advisors LLC14,557$1.59M0.3%-35.8%0.007%
5/12/2026ABN Amro Investment Solutions8,974$983K0.0%+8.4%0.005%
5/8/2026PNC Financial Services Group Inc.161,876$17.73M0.0%+11.6%0.083%
5/8/2026Oslo Pensjonsforsikring AS1,247$137K0.0%N/A0.001%
5/8/2026Andra AP fonden100,616$11.02M0.1%+167.1%0.052%
5/8/2026Wilkerson Advisory Group LLC263$29K0.0%+80.1%0.000%
5/7/2026Dimensional Fund Advisors LP2,264,888$247.97M0.1%-7.5%1.163%
5/7/2026Balefire LLC15,736$1.72M0.3%+1.9%0.008%
5/7/2026Parallel Advisors LLC2,193$240K0.0%+18.7%0.001%
5/7/2026DekaBank Deutsche Girozentrale142,316$15.60M0.0%+281.4%0.073%
5/7/2026KBC Group NV116,943$12.81M0.0%+2.6%0.060%
5/7/2026SEB Asset Management AB71,003$7.78M0.0%N/A0.036%
5/7/2026Swiss National Bank554,481$60.72M0.0%+4.4%0.285%
5/7/2026Hanseatic Management Services Inc.8,672$950K0.9%N/A0.004%
5/7/2026Mediolanum International Funds Ltd2,604$275K0.0%-94.6%0.001%
5/6/2026California Public Employees Retirement System360,672$39.50M0.0%+2.9%0.185%
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%
5/5/2026Checchi Capital Advisers LLC3,447$377K0.0%+16.8%0.002%
5/5/2026Maryland State Retirement & Pension System9,322$1.02M0.0%-5.6%0.005%
5/4/2026Mattern Capital Management LLC6,853$750K0.1%-49.4%0.003%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,354$367K0.0%+82.2%0.002%
5/4/2026Bryn Mawr Trust Advisors LLC2,206$242K0.0%-33.0%0.001%
5/4/2026State of Michigan Retirement System53,969$5.91M0.0%-2.5%0.027%
5/4/2026Principal Financial Group Inc.228,381$25.01M0.0%-0.3%0.116%
5/4/2026Chicago Partners Investment Group LLC6,053$617K0.0%+188.8%0.003%
5/4/2026Arbejdsmarkedets Tillaegspension162,857$17.83M0.4%N/A0.083%
5/4/2026Lifeworks Advisors LLC6,819$747K0.1%-13.2%0.003%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS43,079$4.72M0.0%-2.4%0.022%
5/1/2026Citizens Financial Group Inc. RI2,032$223K0.0%+9.0%0.001%
5/1/2026Fifth Third Bancorp36,113$3.96M0.0%+189.1%0.018%
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5/1/2026Candriam S.C.A.27,289$2.99M0.0%-4.0%0.014%
5/1/2026Sequoia Financial Advisors LLC12,630$1.38M0.0%+11.1%0.006%
4/30/2026Hsbc Holdings PLC646,333$70.36M0.0%+10.4%0.328%
4/30/2026Horrell Capital Management Inc.22,337$2.45M1.1%-8.2%0.011%
4/30/2026Kestra Advisory Services LLC5,737$628K0.0%+29.1%0.003%
4/30/2026Sumitomo Mitsui Trust Group Inc.470,355$51.51M0.0%-8.0%0.238%
4/30/2026Oregon Public Employees Retirement Fund21,228$2.33M0.0%-2.3%0.011%
4/29/2026Eads & Heald Wealth Management6,406$702K0.3%+5.0%0.003%
4/29/2026Burney Co.7,663$839K0.0%+1.9%0.004%
4/29/2026Swedbank AB161,253$17.66M0.0%+5.1%0.082%


DLTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 891 institutional investors and hedge funds held shares of Dollar Tree. The most heavily invested institutionals were Vanguard Group Inc. ($2.82B), Price T Rowe Associates Inc. MD ($1.20B), State Street Corp ($1.14B), Capital International Investors ($1.08B), EdgePoint Investment Group Inc. ($909.64M), T. Rowe Price Investment Management Inc. ($878.73M), and Geode Capital Management LLC ($618.16M).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 772 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), Balyasny Asset Management L.P. ($2.52M), and Price T Rowe Associates Inc. MD ($2.40M).

Institutional investors have bought a total of 38,822,473 shares in the last 24 months. This purchase volume represents approximately $4.02B in transactions.

Of the 351 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), Equity Investment Corp ($1.41M), Public Sector Pension Investment Board ($1.41M), FIL Ltd ($1.33M), and Burgundy Asset Management Ltd. ($1.23M).

Institutional investors have sold a total of 39,449,213 shares in the last 24 months. This volume of shares sold represents approximately $4.39B in transactions.



This page (NASDAQ:DLTR) was last updated on 7/6/2026 by MarketBeat.com Staff.
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