DLTR Dollar Tree, Inc.
Dollar Tree, Inc. (DLTR) Institutional Ownership
What the institutions did with DLTR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 124.4K | 68.0% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 31.1K | 17.0% |
| Parrish Capital LLC | 8.9K | 4.9% |
| Stonebridge Financial Group, LLC | 5.9K | 3.3% |
| Versant Capital Management, Inc | 4.6K | 2.5% |
| Miller Global Investments, LLC | 3.5K | 1.9% |
| CX Institutional | 2.9K | 1.6% |
| MassMutual Private Wealth & Trust, FSB | 1.1K | 0.6% |
| Rosenberg Matthew Hamilton | 324 | 0.2% |
| EASTERN BANK | 122 | 0.1% |
| BURKETT FINANCIAL SERVICES, LLC | 100 | 0.1% |
| GoalVest Advisory LLC | 9 | 0.0% |
| Planning Strategies Inc. | 9 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 134.1K | 124.4K | -9.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 28.6K | 31.1K | +2.4K |
| Versant Capital Management, Inc | Increased | 4.3K | 4.6K | +285 |
| Parrish Capital LLC | Increased | 8.7K | 8.9K | +203 |
| CX Institutional | Increased | 2.8K | 2.9K | +96 |
| Miller Global Investments, LLC | Reduced | 3.5K | 3.5K | -71 |
| Stonebridge Financial Group, LLC | Increased | 5.9K | 5.9K | +32 |
| MassMutual Private Wealth & Trust, FSB | Increased | 1.1K | 1.1K | +12 |
| GoalVest Advisory LLC | New | 0 | 9 | +9 |
| Planning Strategies Inc. | Increased | 8 | 9 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.