Dollar Tree, Inc. (NASDAQ: DLTR) is one of the largest discount retailers in North America, operating thousands of Dollar Tree and Family Dollar locations. Shares recently traded around $128 per share, giving the company a market value of roughly $25.4 billion.
Looking at who owns Dollar Tree and recent insider activity helps provide insight into how major institutions, hedge funds, and company leadership appear to be positioning around the stock today.
Who Are Dollar Tree’s Top Shareholders?
Dollar Tree’s shareholder base is led by large, long term institutional investors. These firms typically hold through market cycles, which can help keep ownership stable. At the same time, several active managers made meaningful adjustments last quarter, pointing to differing views on valuation and execution risk.
- The Vanguard Group: 23,162,258 shares (11.65%), ~$2.96B value. Cut 302,952 shares (-1.29%).
- Mantle Ridge LP: 12,104,393 shares (6.09%), ~$1.55B value. Cut 1,536,511 shares (-11.26%).
- Fidelity Management & Research Company: 11,820,658 shares (5.94%), ~$1.51B value. Added 7,369,015 shares (+165.53%).
- EdgePoint Investment Group: 11,138,183 shares (5.60%), ~$1.42B value. Added 312,382 shares (+2.89%).
- T. Rowe Price Associates: 9,985,650 shares (5.02%), ~$1.28B value. Added 5,196,998 shares (+108.53%).
- BlackRock Institutional Trust Company: 9,858,220 shares (4.96%), ~$1.26B value. Added 61,017 shares (+0.62%).
- State Street Investment Management: 9,421,856 shares (4.74%), ~$1.20B value. Added 319,938 shares (+3.52%).
- Capital International Investors: 9,264,163 shares (4.66%), ~$1.18B value. Cut 268,170 shares (-2.81%).
- T. Rowe Price Investment Management: 8,348,204 shares (4.20%), ~$1.07B value. Added 302,615 shares (+3.76%).
- Fidelity Investments Canada ULC: 5,649,765 shares (2.84%), ~$722M value. Added 1,445,149 shares (+34.37%).
For investors, this ownership mix shows Dollar Tree remains anchored by large passive institutions, while sizable additions from Fidelity and T. Rowe Price suggest some active managers may be growing more constructive, even as trims from Mantle Ridge and Capital International Investors reflect continued caution.
Hedge Fund Highlights
One of the more aggressive moves last quarter came from Schonfeld Strategic Advisors, founded by Steven Schonfeld, which increased its Dollar Tree position by over 1,060%. The firm now holds roughly $29 million worth of the stock, signaling a sharp increase in tactical exposure.
Bridgewater Associates, led by Ray Dalio, boosted its position by more than 300% to approximately $4.7 million, suggesting Dollar Tree has moved back into the firm’s active opportunity set, albeit at a modest size.
Quant focused manager Two Sigma Advisors, co founded by John Overdeck, lifted its holdings by nearly 300%. While the position remains relatively small at roughly $1.1 million, the increase points to improving short term signals.
Squarepoint Ops LLC, founded by Guy de Blonay, raised its stake by more than 270%, bringing total holdings to around $5.9 million, which appears consistent with a tactical allocation rather than a long term anchor position.
For investors, hedge fund activity appears selective rather than uniform, with several firms increasing exposure from small bases while others remain cautious.
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Dollar Tree’s Recent Insider Trades
Insider trades can offer context on how executives and directors appear to be managing personal exposure. Recent filings for Dollar Tree show mostly small transactions spread across multiple insiders.
- Brent A. Beebe (Officer): Sold ~$275K; recorded a $0 entry that appears administrative.
- Michael C. Creedon Jr. (Officer, Director): Sold ~$126K.
- Robert Aflatooni (Officer): Sold ~$173K across two transactions.
- John S. Mitchell Jr. (Officer): Recorded a $0 entry that appears administrative.
- Stewart Glendinning (Officer): Bought ~$339K across two purchases.
- Stephanie P. Stahl (Director): Sold ~$119K; additional entries appear administrative.
- Cheryl W. Grise (Director): Bought ~$56K.
- Edward J. Kelly III (Director): Bought ~$54K.
For investors, insider activity appears measured and mixed, with no transactions large enough to materially change ownership, and several filings that look administrative rather than directional.
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What the Ownership & Insider Trade Data Tell Us
Dollar Tree’s ownership remains supported by large long term institutions, while hedge fund positioning reflects a split view. Some firms are increasing exposure from small bases, while others are trimming or staying cautious. Insider activity does not indicate strong conviction in either direction and appears incremental.
For investors, the data suggests Dollar Tree continues to be evaluated as the company works through margin recovery, store optimization, and balance sheet considerations.
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