DLTR (Dollar Tree) Institutional Ownership: 118.95% (As of Jul. 22, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

DLTR Dollar Tree Inc DLTR
77 GF Score
Price $122.15
GF Value $146.93
Valuation Modestly Undervalued
! 3 Warning Signs
View Full Analysis

What is Dollar Tree Institutional Ownership?

Dollar Tree DLTR -2.86% 77 Institutional Ownership is 118.95% as of Jul. 22, 2026. GuruFocus rates DLTR with a GF Score™ of 77/100 and a GF Value™ of $146.93 (Modestly Undervalued). The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Dollar Tree's institutional ownership is 118.95%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Dollar Tree's Insider Ownership is 1.42%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Dollar Tree's Float Percentage Of Total Shares Outstanding is 80.43%.

Dollar Tree Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Dollar Tree's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Dollar Tree Institutional Ownership Chart

Dollar Tree Historical Data

The historical data trend for Dollar Tree can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 87.54 87.33 90.41 84.56 84.52 85.41 76.90 78.18 80.93 75.96
DLTR
77GF Score
Dollar Tree Inc DLTR
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Dollar Tree Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 118.95% mean?
Dollar Tree (DLTR) has a Institutional Ownership of 118.95% as of Jul. 22, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Dollar Tree and its competitors.
Is Dollar Tree's Institutional Ownership too high?
Dollar Tree's current Institutional Ownership is 118.95%. Overall, Dollar Tree has a GF Score™ of 77/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Dollar Tree's Institutional Ownership compare to DG and BJ?
Dollar Tree's Institutional Ownership of 118.95% can be compared against companies in the Retail - Defensive industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Retail - Defensive company?
A good Institutional Ownership depends on the Retail - Defensive industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Dollar Tree and its competitors. Dollar Tree's current Institutional Ownership is 118.95%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Dollar Tree stock overvalued right now?
Based on GuruFocus' analysis, Dollar Tree (DLTR) is currently considered Modestly Undervalued. The stock's GF Value™ is $146.93, compared to a current price of $122.15 — trading 16.9% below its estimated fair value. The current Institutional Ownership is 118.95%. Dollar Tree's overall GF Score™ is 77/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Dollar Tree (DLTR), the current Institutional Ownership is 118.95% as of Jul. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Dollar Tree (DLTR) Overvalued in 2026?

Based on GuruFocus' analysis, Dollar Tree stock appears to be undervalued. The current stock price of $122.15 is trading 16.9% below its estimated GF Value™ of $146.93. GuruFocus considers Dollar Tree to be Modestly Undervalued.

Key valuation signals for DLTR:

  • Institutional Ownership: 118.95%
  • GF Value™: $146.93 vs. price of $122.15 (16.9% below fair value)
  • GF Score™: 77/100 with 3 warning signs

No single metric tells the full story. See the DLTR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Dollar Tree Business Description

Address 500 Volvo Parkway, Chesapeake, VA, USA, 23320
Founded in 1986, Dollar Tree operates almost 9,000 small-box discount stores across the United States and Canada, offering roughly 85% of its merchandise under $2. The chain targets value-conscious suburban and urban shoppers with a mix of consumables (49% of sales), variety (45%), and seasonal goods (6%). In fiscal 2025, Dollar Tree generated over $19 billion in sales, through its multi-price strategy, higher-margin discretionary assortments, and private-label products that account for nearly one-third of sales.
77GF Score

Get the complete analysis for DLTR

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$122.15
Price
$146.93
GF Value