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Who Owns Dollar Tree Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Dollar Tree Inc.

Who crossed 5% of DLTR →
Managers holding
22
as of 2026-09-30
Reported value
$8M
summed across filings
Shares held
69.7K
Added vs trimmed
9 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Horrell Capital Management, Inc.COM19.3K shtrimmed$2.2M
DIVERSIFIED MANAGEMENT INCCOM11.5K shtrimmed$1.3M
GAMMA Investing LLCCommon Stock10.8K shadded$1.2M
Gerald Baker Financial Group LLCCOM5.6K shheld$642.7K
Wedmont Private CapitalCOM4.4K shadded$517.2K
Farther Finance Advisors, LLCStock3.8K shadded$432.6K
Valeo Financial Advisors, LLCStock3.6K shadded$415.7K
Balefire, LLCCOM3.6K shtrimmed$409.3K
RIVERSEDGE ADVISORS, LLCCOM2.5K sh—$280K
Apella Capital, LLCCOM2.1K sh—$243.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.1K shadded$127.1K
ELEVATION WEALTH PARTNERS, LLCCOM450 shadded$51.3K
Rosenberg Matthew HamiltonStock324 shheld$36.9K
CoreCap Advisors, LLCStock275 shadded$31.4K
EASTERN BANKCOM122 shheld$13.9K
Grove Bank & TrustCOM91 shheld$10.4K
GILPIN WEALTH MANAGEMENT, LLCCOM66 sh—$7.5K
AMERICAN NATIONAL BANK & TRUSTCOM28 shheld$3.2K
Retirement Wealth Solutions LLCCOM24 shadded$2.7K
TOTH FINANCIAL ADVISORY CORPCOM14 sh—$1.6K
Davis Capital ManagementStock7 shadded$798
Trust CoStock4 shheld$456

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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