Dollar Tree Ownership | Who Owns Dollar Tree?
Dollar Tree Ownership Summary
Dollar Tree is owned by 97.36% institutional investors, 0.08% insiders, and 2.57% retail investors. Vanguard group is the largest institutional shareholder, holding 10.80% of DLTR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.00% of its assets in Dollar Tree shares.
DLTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dollar Tree | 97.36% | 0.08% | 2.57% |
| Sector | Consumer Defensive Stocks | 48.72% | 12.99% | 38.29% |
| Industry | Discount Stores Stocks | 78.71% | 6.80% | 14.49% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 23.53M | 10.80% | $2.51B |
| Blackrock | 16.43M | 7.54% | $1.75B |
| Mantle ridge lp | 12.10M | 5.56% | $1.29B |
| Capital world investors | 9.25M | 4.25% | $987.49M |
| State street | 8.83M | 4.05% | $942.96M |
| T. rowe price investment management | 7.29M | 3.35% | $778.33M |
| Edgepoint investment group | 6.90M | 3.17% | $737.10M |
| Capital investors | 5.05M | 2.32% | $539.27M |
| Geode capital management | 4.95M | 2.27% | $527.04M |
| Price t rowe associates inc /md/ | 4.49M | 2.06% | $479.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mantle ridge lp | 12.10M | 100.00% | $1.29B |
| Estuary capital management lp | 268.19K | 9.23% | $28.63M |
| Edgepoint investment group | 6.90M | 6.21% | $737.10M |
| Bayberry capital partners lp | 185.00K | 3.96% | $19.75M |
| Mcginn penninger investment management | 45.50K | 3.30% | $4.86M |
| Ironvine capital partners | 274.30K | 3.21% | $29.29M |
| Kirr marbach & co llc /in/ | 107.02K | 2.75% | $11.43M |
| Poplar forest capital | 179.90K | 2.68% | $19.21M |
| Stoneridge investment partners | 62.36K | 2.52% | $6.66M |
| Harber asset management | 78.56K | 2.24% | $8.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 4.49M | 0.06% | 3.86M |
| Hudson bay capital management lp | 2.50M | 1.26% | 2.50M |
| Norges bank | 2.46M | 0.04% | 2.46M |
| T. rowe price investment management | 7.29M | 0.49% | 1.97M |
| Primecap management co/ca/ | 2.87M | 0.22% | 957.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Viking global investors lp | - | - | -6.81M |
| Capital world investors | 9.25M | 0.16% | -5.54M |
| Capital investors | 5.05M | 0.11% | -4.80M |
| Citadel advisors | 267.49K | 0.01% | -3.14M |
| Fmr | 2.95M | 0.02% | -2.18M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hudson bay capital management lp | 2.50M | 1.26% | 2.50M | $266.93M |
| Norges bank | 2.46M | 0.04% | 2.46M | $262.50M |
| Caisse de depot et placement du quebec | 200.00K | 0.05% | 200.00K | $21.35M |
| Mirae asset global etfs | 189.45K | 0.05% | 189.45K | $20.23M |
| Bayberry capital partners lp | 185.00K | 3.96% | 185.00K | $19.75M |
Sold Out
| Holder | Change |
|---|---|
| Legend financial advisors | -2.00 |
| Colonial trust advisors | -2.00 |
| Ruedi wealth management | -2.00 |
| Clarivest asset management | -3.00 |
| Tfc financial management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 790 | -3.30% | 212,044,408 | -0.44% | 97 | 1.03% | 328 | -3.24% | 291 | 2.83% |
| Mar 31, 2024 | 817 | 0.49% | 212,973,721 | -3.25% | 97 | 0.96% | 339 | -11.95% | 283 | 10.98% |
| Dec 31, 2023 | 813 | 3.96% | 220,118,265 | 4.46% | 100 | 1.08% | 385 | 22.61% | 255 | -15.00% |
| Sep 30, 2023 | 782 | -3.81% | 210,719,245 | -2.87% | 96 | 0.99% | 314 | 14.60% | 300 | -11.50% |
| Jun 30, 2023 | 813 | -4.69% | 216,940,988 | -2.32% | 98 | 0.98% | 274 | -13.84% | 339 | 6.27% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.46M | 3.00% | -25.52K |
| Vanguard Institutional 500 Index Trust | 5.36M | 2.49% | 62.08K |
| T. Rowe Price US Mid-Cap Growth Equity | 4.50M | 2.09% | 1.00M |
| T. Rowe Price Mid-Cap Growth | 4.50M | 2.09% | 401.70K |
| Vanguard Mid Cap Index Institutional | 4.33M | 2.02% | 7.81K |
| Invesco QQQ Trust | 4.16M | 1.94% | -19.32K |
| Capital Group Fundamental Invtrs Comp | 3.71M | 1.73% | -4.30M |
| American Funds Fundamental Invs A | 3.71M | 1.73% | -4.30M |
| Capital Group Growth Fnd of Amer Comp | 3.66M | 1.70% | -877.70K |
| American Funds Growth Fund of Amer A | 3.66M | 1.70% | -877.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 06, 2024 | HEINRICH DANIEL J | - | Buy | $150.19K |
| Jun 25, 2024 | Aflatooni Robert | Chief Information Officer | Sell | $87.31K |
| Apr 01, 2024 | Davis Jeffrey A. | Chief Financial Officer | Buy | $244.79K |
| Mar 18, 2024 | HEINRICH DANIEL J | - | Buy | $127.85K |
| Dec 20, 2023 | Mantle Ridge LP | - | Buy | $8.20M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | 1 |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 8 | 6 |
DLTR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools