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Dollar Tree (DLTR) Institutional Ownership

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$115.66 -0.06 (-0.05%)
Closing price 08/5/2025 04:00 PM Eastern
Extended Trading
$85.00 -30.66 (-26.51%)
As of 04:00 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)
469
Total
Institutional Inflows
(last 12 months)
$4.49B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$2.20B
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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
8/5/2025Ellevest Inc.4,221$418K0.1%+26.2%0.002%
8/5/2025Advisors Preferred LLC4,038$410K0.1%N/A0.002%
8/5/2025Bryce Point Capital LLC8,096$802K0.7%N/A0.004%
8/5/2025Bridgewater Advisors Inc.3,294$326K0.0%+5.1%0.002%
8/5/2025Bank of New York Mellon Corp1,024,541$101.47M0.0%-8.9%0.491%
8/5/2025Bank of Montreal Can172,403$17.08M0.0%-25.3%0.083%
8/5/2025Burney Co.6,872$681K0.0%-16.1%0.003%
8/5/2025South Dakota Investment Council16,901$1.67M0.0%-44.3%0.008%
8/5/2025State of Michigan Retirement System56,969$5.64M0.0%+3.8%0.027%
8/5/2025Tredje AP fonden22,074$2.19M0.0%+39.4%0.011%
8/5/2025Lifeworks Advisors LLC8,162$808K0.1%-6.8%0.004%
8/4/2025 Fisher Funds Management LTD28,626$2.84M0.1%-10.0%0.014%
8/4/2025 Savoir Faire Capital Management L.P.53,758$5.32M2.6%+60.3%0.026%
8/4/2025 IFG Advisory LLC2,888$286K0.0%N/A0.001%
8/4/2025 Simon Quick Advisors LLC5,933$588K0.0%N/A0.003%
8/4/2025 Amalgamated Bank38,459$3.81M0.0%-2.1%0.018%
8/4/2025 Live Oak Private Wealth LLC167,239$16.56M2.5%-1.6%0.080%
8/4/2025 Retirement Systems of Alabama42,387$4.20M0.0%-2.4%0.020%
8/4/2025 Assetmark Inc.1,133$112K0.0%+235.2%0.001%
8/4/2025 Keybank National Association OH2,410$239K0.0%N/A0.001%
8/1/2025 New York Life Investment Management LLC26,926$2.67M0.0%-10.0%0.013%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund30,844$3.06M0.0%+48.7%0.015%
8/1/2025 Teacher Retirement System of Texas31,031$3.07M0.0%+3.9%0.015%
8/1/2025 Bessemer Group Inc.5,990$594K0.0%+182.9%0.003%
8/1/2025 Envestnet Asset Management Inc.222,515$22.04M0.0%-31.4%0.107%
7/31/2025 Nisa Investment Advisors LLC48,174$4.77M0.0%+2.1%0.023%
7/31/2025 Wealthfront Advisers LLC44,135$4.37M0.0%+566.0%0.021%
7/31/2025 Oppenheimer Asset Management Inc.56,288$5.58M0.1%+11.7%0.027%
7/31/2025 Fiduciary Wealth Partners LLC3,468$343K0.3%+4,650.7%0.002%
7/31/2025 Leeward Investments LLC MA57,259$5.67M0.3%-2.3%0.027%
7/31/2025 Anthracite Investment Company Inc.4,000$396K0.2%N/A0.002%
7/31/2025 Brighton Jones LLC5,168$512K0.0%N/A0.002%
7/31/2025 Focus Partners Advisor Solutions LLC8,273$819K0.0%+173.4%0.004%
7/31/2025 State of New Jersey Common Pension Fund D70,812$7.01M0.0%-1.8%0.034%
7/31/2025 AlphaQuest LLC883$87K0.0%+120.8%0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.520,235$51.52M0.0%+13.0%0.249%
7/31/2025 Catalyst Capital Advisors LLC907$90K0.0%N/A0.000%
7/31/2025 Asset Management One Co. Ltd.84,332$8.35M0.0%+2.3%0.040%
7/30/2025 Forum Financial Management LP3,489$346K0.0%N/A0.002%
7/30/2025 Ethic Inc.63,136$6.23M0.1%+39.3%0.030%
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7/30/2025 Securian Asset Management Inc.10,261$1.02M0.0%-2.8%0.005%
7/30/2025 DekaBank Deutsche Girozentrale37,316$3.69M0.0%+3.7%0.018%
7/30/2025 Alan B Lancz & Associates Inc.2,600$258K0.3%-3.7%0.001%
7/29/2025 Cidel Asset Management Inc.2,906$288K0.0%+8.2%0.001%
7/29/2025 Chicago Partners Investment Group LLC2,780$275K0.0%N/A0.001%
7/29/2025 Mutual of America Capital Management LLC22,662$2.24M0.0%-3.6%0.011%
7/29/2025 Chevy Chase Trust Holdings LLC104,439$10.34M0.0%-1.5%0.050%
7/29/2025 Easterly Investment Partners LLC89,486$8.86M0.6%-5.1%0.043%
7/29/2025 Private Trust Co. NA1,372$136K0.0%-10.2%0.001%
7/29/2025 Applied Finance Capital Management LLC5,507$545K0.0%+2.6%0.003%
7/29/2025 Smithbridge Asset Management Inc. DE22,406$2.22M0.4%-5.1%0.011%
7/29/2025 Nordea Investment Management AB30,742$3.01M0.0%+2.9%0.015%
7/29/2025 Praxis Investment Management Inc.4,360$432K0.0%N/A0.002%
7/29/2025 Aware Super Pty Ltd as trustee of Aware Super45,955$4.55M0.1%-51.2%0.022%
7/28/2025 Alta Capital Management LLC4,330$429K0.0%+8.0%0.002%
7/28/2025 Allianz Asset Management GmbH9,010$892K0.0%-59.3%0.004%
7/28/2025 Callahan Advisors LLC5,545$549K0.0%+103.9%0.003%
7/28/2025 New York State Teachers Retirement System160,594$15.91M0.0%-0.1%0.077%
7/28/2025 Mutual Advisors LLC2,406$238K0.0%N/A0.001%
7/28/2025 Generali Asset Management SPA SGR22,179$2.20M0.1%+17,643.2%0.011%
7/28/2025 Ritholtz Wealth Management3,662$363K0.0%N/A0.002%
7/28/2025 Bayforest Capital Ltd14,619$1.45M0.6%-2.1%0.007%
7/28/2025 TD Asset Management Inc675,356$66.89M0.1%-20.6%0.324%
7/28/2025 Wilmington Savings Fund Society FSB20,062$1.99M0.0%+1,062.3%0.010%
7/25/2025 NorthRock Partners LLC4,717$467K0.0%+42.8%0.002%
7/25/2025 Atria Wealth Solutions Inc.16,560$1.64M0.0%N/A0.008%
7/25/2025 Sequoia Financial Advisors LLC5,799$574K0.0%+39.2%0.003%
7/25/2025 Yousif Capital Management LLC28,706$2.84M0.0%-3.8%0.014%
7/25/2025 MGO One Seven LLC3,790$375K0.0%+22.2%0.002%
7/25/2025 Allspring Global Investments Holdings LLC9,151$929K0.0%-6.4%0.004%
7/25/2025 LRI Investments LLC1,009$100K0.0%-30.6%0.000%
7/25/2025 CWM LLC29,177$2.89M0.0%+253.9%0.014%
7/25/2025 OFI Invest Asset Management1,373$136K0.0%N/A0.001%
7/25/2025 Vanguard Personalized Indexing Management LLC22,178$2.20M0.0%+19.2%0.011%
7/25/2025 Fifth Third Wealth Advisors LLC2,242$222K0.0%N/A0.001%
7/24/2025 Louisbourg Investments Inc.45,160$4.47M1.0%-8.1%0.022%
7/24/2025 Trust Co. of Toledo NA OH500$50K0.0%N/A0.000%
7/24/2025 Aberdeen Group plc137,779$13.65M0.0%+4.6%0.066%
7/24/2025 Belfer Management LLC2,469$245K3.7%N/A0.001%
7/24/2025 Blue Trust Inc.1,889$187K0.0%+23.8%0.001%
7/24/2025 IFP Advisors Inc1,838$182K0.0%+51.8%0.001%
7/24/2025 Callan Family Office LLC2,211$219K0.0%N/A0.001%
7/24/2025 Blair William & Co. IL9,103$902K0.0%-30.9%0.004%
7/24/2025 US Bancorp DE153,415$15.19M0.0%+39.6%0.074%
7/23/2025 Vontobel Holding Ltd.9,908$981K0.0%-19.7%0.005%
7/23/2025 Maryland State Retirement & Pension System9,873$978K0.0%+4.5%0.005%
7/23/2025 Optas LLC3,336$330K0.1%N/A0.002%
7/23/2025 WESPAC Advisors LLC9,626$953K0.7%N/A0.005%
7/23/2025 Venturi Wealth Management LLC2,413$239K0.0%-61.3%0.001%
7/23/2025 KLP Kapitalforvaltning AS71,243$7.06M0.0%+1.9%0.034%
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7/23/2025 SteelPeak Wealth LLC28,296$2.80M0.1%-16.4%0.014%
7/22/2025 Gratus Wealth Advisors LLC2,624$260K0.0%N/A0.001%
7/22/2025 Valeo Financial Advisors LLC3,219$319K0.0%N/A0.002%
7/22/2025 DAVENPORT & Co LLC5,634$558K0.0%-13.5%0.003%
7/22/2025 Brown Miller Wealth Management LLC2,320$230K0.1%N/A0.001%
7/22/2025 OLD National Bancorp IN2,132$211K0.0%N/A0.001%
7/21/2025 111 Capital6,917$685K0.1%N/A0.003%
7/21/2025 QRG Capital Management Inc.2,695$267K0.0%N/A0.001%
7/21/2025 Ameritas Advisory Services LLC436$43K0.0%N/A0.000%
7/21/2025 Mattern Capital Management LLC13,132$1.30M0.2%+8.6%0.006%
(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, 826 institutional investors and hedge funds held shares of Dollar Tree. The most heavily invested institutionals were BlackRock Inc. ($2.19B), Capital World Investors ($1.97B), Vanguard Group Inc. ($1.79B), Triasima Portfolio Management inc. ($1.55B), T. Rowe Price Investment Management Inc. ($750.32M), EdgePoint Investment Group Inc. ($723.79M), and State Street Corp ($662.97M).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 677 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: Capital International Investors ($6.09M), Kovitz Investment Group Partners LLC ($6.05M), Marshall Wace LLP ($5.29M), Norges Bank ($4.63M), EdgePoint Investment Group Inc. ($2.74M), 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 57,791,764 shares in the last 24 months. This purchase volume represents approximately $4.49B in transactions.

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

Of the 309 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), Canada Pension Plan Investment Board ($2.56M), Price T Rowe Associates Inc. MD ($1.72M), American Century Companies Inc. ($1.46M), FIL Ltd ($1.35M), Wellington Management Group LLP ($1.00M), and SG Americas Securities LLC ($859.99K).

How much institutional selling is happening at Dollar Tree?

Institutional investors have sold a total of 28,128,502 shares in the last 24 months. This volume of shares sold represents approximately $2.20B in transactions.



This page (NASDAQ:DLTR) was last updated on 8/6/2025 by MarketBeat.com Staff
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