Who Owns Dollar Tree Stock?
NASDAQ: DLTRConsumer DiscretionaryDepartment/Specialty Retail StoresUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 107.72%
- Institutions (% of float)
- 107.89%
- Held by insiders
- 0.16%
- Institutional holders
- 1,226
- Institutions 99.8%
- Insiders 0.2%
- Public and other 0.0%
Who owns Dollar Tree stock?
Institutional investors own about 107.7% of Dollar Tree's shares, spread across 1,226 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.16% of DLTR.
The largest institutional holders are FMR, LLC (13.30%), Blackrock Inc. (8.49%) and Vanguard Capital Management LLC (6.33%). Together, the top 10 institutions control 52.1% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their DLTR positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of DLTR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 24.96M | 13.30% | +28.0% |
| Blackrock Inc. | 15.93M | 8.49% | +0.7% |
| Vanguard Capital Management LLC | 11.89M | 6.33% | -2.2% |
| Edgepoint Investment Group Inc. | 9.58M | 5.11% | +15.3% |
| State Street Corporation | 8.94M | 4.77% | -2.0% |
| Vanguard Portfolio Management LLC | 8.35M | 4.45% | -1.7% |
| T. Rowe Price Investment Management, Inc. | 5.15M | 2.74% | -16.0% |
| Geode Capital Management, LLC | 5.00M | 2.66% | -1.0% |
| Goldman Sachs Group Inc | 4.28M | 2.28% | +49.3% |
| Primecap Management Company | 3.77M | 2.01% | +1.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of DLTR
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Contrafund | 10.55M | 5.62% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 5.80M | 3.09% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 4.69M | 2.50% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 3.96M | 2.11% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | 2.72M | 1.45% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 2.70M | 1.44% |
| iShares Trust-iShares Core S&P 500 ETF | 2.41M | 1.29% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 2.35M | 1.25% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | 2.32M | 1.24% |
| Fidelity Contrafund-Fidelity Contrafund K6 | 2.27M | 1.21% |
Frequently asked questions
Who is the largest shareholder of Dollar Tree?
FMR, LLC is the largest institutional shareholder of DLTR, owning 13.30% of shares outstanding (24.96M shares) as of its latest 13F filing.
What percentage of Dollar Tree is owned by institutions?
Institutions own about 107.7% of DLTR shares and 107.9% of the public float.
How much of Dollar Tree do insiders own?
Insiders, such as officers and directors, own about 0.16% of DLTR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.