DLTR — Dollar Tree Inc Institutional Holders · Q3 2026

Name: Who Owns DLTR? 33 Institutions Hold $28.6M (Q3 2026)
Creator: ko.io

Who owns Dollar Tree Inc (DLTR)? 33 institutions reported holding $28.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($14.2M), First Financial Bank - Trust Division ($3.5M), Horrell Capital Management, Inc. ($2.2M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$14.2M	124,357	Trimmed
2	FIRST FINANCIAL BANK - TRUST DIVISION	$3.5M	31,060	Added
3	Horrell Capital Management, Inc.	$2.2M	19,288	Trimmed
4	DIVERSIFIED MANAGEMENT INC	$1.3M	11,532	New
5	GAMMA Investing LLC	$1.2M	10,764	Added
6	Parrish Capital LLC	$1.0M	8,917	Added
7	Stonebridge Financial Group, LLC	$677,849	5,945	Added
8	Gerald Baker Financial Group LLC	$642,731	5,637	Hold
9	Versant Capital Management, Inc	$524,264	4,598	Added
10	Wedmont Private Capital	$517,183	4,360	Added
11	Farther Finance Advisors, LLC	$432,592	3,794	Added
12	Valeo Financial Advisors, LLC	$415,717	3,646	Added
13	Balefire, LLC	$409,332	3,590	Trimmed
14	Miller Global Investments, LLC	$394,965	3,464	Trimmed
15	CX Institutional	$330,000	2,894	Added
16	RIVERSEDGE ADVISORS, LLC	$280,033	2,456	New
17	Apella Capital, LLC	$243,881	2,097	New
18	MassMutual Private Wealth & Trust, FSB	$127,132	1,115	Added
19	ELEVATION WEALTH PARTNERS, LLC	$51,309	450	Added
20	Rosenberg Matthew Hamilton	$36,942	324	Hold
21	CoreCap Advisors, LLC	$31,356	275	Added
22	EASTERN BANK	$13,910	122	Hold
23	BURKETT FINANCIAL SERVICES, LLC	$11,402	100	Hold
24	Grove Bank & Trust	$10,376	91	Hold
25	GILPIN WEALTH MANAGEMENT, LLC	$7,526	66	New

Source: SEC Form 13F filings · as of 2026-09-30