Dollar Tree Ownership | Who Owns Dollar Tree?
Dollar Tree Ownership Summary
Dollar Tree is owned by 101.54% institutional investors, 0.23% insiders. Vanguard group is the largest institutional shareholder, holding 10.91% of DLTR shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.01% of its assets in Dollar Tree shares.
DLTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dollar Tree | 101.54% | 0.23% | -1.77% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Discount Stores Stocks | 71.72% | 6.51% | 21.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 23.45M | 10.91% | $1.76B |
| Blackrock | 16.43M | 7.54% | $1.75B |
| Blackrock funding, inc. /de | 15.66M | 7.28% | $1.17B |
| Mantle ridge lp | 12.10M | 5.63% | $907.10M |
| T. rowe price investment management | 9.92M | 4.61% | $743.46M |
| State street | 9.33M | 4.34% | $699.45M |
| Capital investors | 8.75M | 4.07% | $656.00M |
| Edgepoint investment group | 7.94M | 3.69% | $595.04M |
| Kovitz investment group partners | 6.52M | 3.03% | $488.97M |
| Geode capital management | 5.11M | 2.38% | $381.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mantle ridge lp | 12.10M | 43.23% | $907.10M |
| Estuary capital management lp | 611.95K | 13.40% | $45.86M |
| Semper augustus investments group | 783.82K | 10.50% | $58.74M |
| Corvex management lp | 2.89M | 6.00% | $216.33M |
| Scopia capital management lp | 649.23K | 5.15% | $48.65M |
| Harber asset management | 211.53K | 4.75% | $15.85M |
| Edgepoint investment group | 7.94M | 4.70% | $595.04M |
| Bayberry capital partners lp | 142.00K | 4.05% | $10.64M |
| Mcginn penninger investment management | 60.57K | 3.03% | $4.54M |
| Delta global management lp | 412.15K | 2.56% | $30.89M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kovitz investment group partners | 6.52M | 1.62% | 5.17M |
| Marshall wace, llp | 4.38M | 0.39% | 3.88M |
| Balyasny asset management | 2.62M | 0.29% | 2.52M |
| D. e. shaw | 4.01M | 0.22% | 2.42M |
| Norges bank | 2.28M | 0.02% | 2.28M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Viking global investors lp | - | - | -6.81M |
| Citadel advisors | 267.49K | 0.01% | -3.14M |
| 1832 asset management | - | - | -2.21M |
| Macquarie group | 344.90K | 0.00% | -2.04M |
| Price t rowe associates inc /md/ | 3.45M | 0.03% | -1.72M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.28M | 0.02% | 2.28M | $171.15M |
| Madison investment advisors | 1.51M | 1.28% | 1.51M | $113.31M |
| Philosophy capital management | 381.77K | 1.74% | 381.77K | $28.61M |
| Raymond james financial | 332.56K | 0.01% | 332.56K | $24.92M |
| Readystate asset management lp | 289.34K | 0.67% | 289.34K | $21.68M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Colonial trust advisors | -2.00 |
| Ruedi wealth management | -2.00 |
| Clarivest asset management | -3.00 |
| Cornerstone planning group | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 743 | 1.64% | 218,304,489 | 6.62% | 101 | 1.12% | 345 | 5.18% | 270 | 7.14% |
| Sep 30, 2024 | 720 | -9.77% | 204,610,826 | -3.58% | 95 | 0.98% | 321 | -2.73% | 247 | -16.27% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 6.48M | 3.01% | -64.36K |
| Vanguard Total Stock Mkt Idx Inv | 6.46M | 3.00% | 9.78K |
| Vanguard Institutional 500 Index Trust | 5.61M | 2.61% | 41.24K |
| T. Rowe Price US Mid-Cap Growth Equity | 4.73M | 2.20% | 234.10K |
| T. Rowe Price Mid-Cap Growth | 4.73M | 2.20% | - |
| Vanguard Mid Cap Index Institutional | 4.41M | 2.05% | 18.97K |
| Invesco QQQ Trust | 4.16M | 1.94% | -19.32K |
| EdgePoint Global Portfolio Series F | 3.53M | 1.64% | - |
| EdgePoint Global | 3.53M | 1.64% | - |
| American Funds American Balanced A | 3.29M | 1.53% | 1.74M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 03, 2025 | Douglas William W III | - | Buy | $468.25K |
| Apr 02, 2025 | Douglas William W III | - | Buy | $52.58K |
| Apr 01, 2025 | Leiken Jonathan | Chief Legal Officer | Sell | $13.37K |
| Apr 01, 2025 | Creedon Michael C Jr | Chief Executive Officer | Sell | $31.16K |
| Sep 06, 2024 | HEINRICH DANIEL J | - | Buy | $150.19K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 2 | 2 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | 1 |
DLTR Ownership FAQ
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