Dollar Tree Ownership | Who Owns Dollar Tree?

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Dollar Tree Ownership Summary

Dollar Tree is owned by 95.17% institutional investors, 0.08% insiders, and 4.76% 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	95.17%	0.08%	4.76%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Discount Stores Stocks	82.38%	7.08%	10.54%

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 %
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%
Sep 30, 2023	782	-3.81%	210,719,245	-2.87%	96	0.99%	314	14.60%	300	-11.50%

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 Mid-Cap Growth	4.50M	2.09%	401.70K
T. Rowe Price US Mid-Cap Growth Equity	4.50M	2.09%	1.00M
Vanguard Mid Cap Index Institutional	4.33M	2.02%	7.81K
Invesco QQQ Trust	4.16M	1.94%	-19.32K
American Funds Fundamental Invs A	3.71M	1.73%	-4.30M
Capital Group Fundamental Invtrs Comp	3.71M	1.73%	-4.30M
American Funds Growth Fund of Amer A	3.66M	1.70%	-877.70K
EdgePoint Global	3.61M	1.68%	-315.21K

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

Who Owns Dollar Tree?

Dollar Tree shareholders are primarily institutional investors at 95.17%, followed by 0.08% insiders and 4.75% retail investors. The average institutional ownership in Dollar Tree's industry, Discount Stores Stocks , is 82.38%, which Dollar Tree exceeds.

Who owns the most shares of Dollar Tree?

Dollar Tree’s largest shareholders are Vanguard group (23.53M shares, 10.80%), Blackrock (16.43M shares, 7.54%), and Mantle ridge lp (12.1M shares, 5.56%). Together, they hold 23.90% of Dollar Tree’s total shares outstanding.

Does Blackrock own Dollar Tree?

Yes, BlackRock owns 7.54% of Dollar Tree, totaling 16.43M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.75B$. In the last quarter, BlackRock increased its holdings by 891.7K shares, a 5.74% change.

Who is Dollar Tree’s biggest shareholder by percentage of total assets invested?

Mantle ridge lp is Dollar Tree’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 12.1M Dollar Tree shares, valued at 1.29B$.

Who is the top mutual fund holder of Dollar Tree shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Dollar Tree shares, with 3.00% of its total shares outstanding invested in 6.46M Dollar Tree shares.

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