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Dollar Tree, Inc.

DLTR
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000935703

In the last 90 days, Dollar Tree, Inc. insiders filed 0 open-market purchases and 2 sales; 867 institutions reported holding it in 13F filings for Q2 2026, worth $23.6B in total; Semper Augustus is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Dollar Tree, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
753
No complete 13F data for Q4 2020
Shares held
212.3M
No complete 13F data for Q4 2020
Total value
$24.3B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting DLTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 753 institutions
Q1 2021: 753 institutionsQ2 2021: 731 institutionsQ3 2021: 699 institutionsQ4 2021: 797 institutionsQ1 2022: 818 institutionsQ2 2022: 837 institutionsQ3 2022: 815 institutionsQ4 2022: 825 institutionsQ1 2023: 802 institutionsQ2 2023: 766 institutionsQ3 2023: 731 institutionsQ4 2023: 772 institutionsQ1 2024: 770 institutionsQ2 2024: 754 institutionsQ3 2024: 689 institutionsQ4 2024: 713 institutionsQ1 2025: 715 institutionsQ2 2025: 767 institutionsQ3 2025: 777 institutionsQ4 2025: 836 institutionsQ1 2026: 858 institutionsQ2 2026: 867 institutions
Value heldQ1 2021: $24.3B
Q1 2021: $24.3BQ2 2021: $20.5BQ3 2021: $19.3BQ4 2021: $31.2BQ1 2022: $35.0BQ2 2022: $33.6BQ3 2022: $30.0BQ4 2022: $31.1BQ1 2023: $31.8BQ2 2023: $31.2BQ3 2023: $22.7BQ4 2023: $31.3BQ1 2024: $28.6BQ2 2024: $22.7BQ3 2024: $14.6BQ4 2024: $16.1BQ1 2025: $16.6BQ2 2025: $21.0BQ3 2025: $21.2BQ4 2025: $26.0BQ1 2026: $22.7BQ2 2026: $23.6B
Institutions holding DLTR and their total value by quarter
QuarterHoldersValue
Q2 2026867$23.6B
Q1 2026858$22.7B
Q4 2025836$26.0B
Q3 2025777$21.2B
Q2 2025767$21.0B
Q1 2025715$16.6B
Q4 2024713$16.1B
Q3 2024689$14.6B
Q2 2024754$22.7B
Q1 2024770$28.6B
Q4 2023772$31.3B
Q3 2023731$22.7B
Q2 2023766$31.2B
Q1 2023802$31.8B
Q4 2022825$31.1B
Q3 2022815$30.0B
Q2 2022837$33.6B
Q1 2022818$35.0B
Q4 2021797$31.2B
Q3 2021699$19.3B
Q2 2021731$20.5B
Q1 2021753$24.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DLTR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Exane Derivatives6$6870.00%––
Valley National Advisers Inc8$1.00K0.00%––
Massmutual Trust Co FSB8$1.00K0.00%––
Sandy Spring Bank12$1.00K0.00%––
Winch Advisory Services, LLC7$1.00K0.00%––
MPS Loria Financial Planners, LLC9$1.00K0.00%––
SOA Wealth Advisors, LLC.9$1.00K0.00%––
HM Payson & Co18$2.00K0.00%––
Transamerica Financial Advisors, Inc.12$2.00K0.05%––
First Horizon Advisors, Inc.23$2.00K0.00%––
Norway Savings Bank17$2.00K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%––
Kelly Financial Services LLC18$2.06K0.00%––
Allred Capital Management, LLC23$2.63K0.00%––
West Paces Advisors Inc.24$2.75K0.00%––
Raffa Wealth Management, LLC26$2.98K0.00%––
Peoples Financial Services Corp.30$3.00K0.00%––
Rocky Mountain Advisers, LLC22$3.00K0.00%––
McIlrath & Eck, LLC27$3.00K0.00%––
Selective Wealth Management, Inc.24$3.00K0.00%––
Evolution Wealth Advisors, LLC29$3.00K0.00%––
Human Investing LLC28$3.00K0.00%––
Professional Financial Advisors, LLC22$3.00K0.00%––
Atlas Private Wealth Advisors25$3.00K0.00%––
Newbridge Financial Services Group, Inc.25$3.00K0.00%––
TD Ameritrade Investment Management, LLC41$4.00K0.00%––
Baystate Wealth Management LLC35$4.00K0.00%––
Laurel Wealth Advisors LLC37$4.00K0.00%––
Alpha DNA Investment Management LLC36$4.00K0.00%––
RWM Asset Management, LLC32$4.00K0.00%––
Westside Investment Management, Inc.50$5.00K0.00%––
Bartlett & Co. LLC44$5.00K0.00%––
BerganKDV Wealth Management, LLC43$5.00K0.00%––
BDO Wealth Advisors, LLC44$5.00K0.00%––
WealthShield Partners, LLC40$5.00K0.00%––
Gleason Group, Inc.40$5.00K0.00%––
Bartlett & Co. Wealth Management LLC44$5.04K0.00%––
Sutton Wealth Advisors Inc.47$5.38K0.00%––
First Horizon Corp57$6.00K0.00%––
PrairieView Partners, LLC63$7.00K0.00%––
Larson Financial Group LLC65$7.00K0.00%––
Aspire Private Capital, LLC59$7.00K0.00%––
Zions Bancorporation, N.A.66$8.00K0.00%––
Pacifica Partners Inc.65$8.00K0.01%––
Arkadios Wealth Advisors75$8.00K0.00%––
TCTC Holdings, LLC75$9.00K0.00%––
Solstein Capital, LLC75$9.00K0.01%––
Manchester Capital Management LLC86$10.0K0.00%––
TCI Wealth Advisors, Inc.85$10.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$10.0K0.00%––
Trustcore Financial Services, LLC91$10.0K0.00%––
Tarbox Family Office, Inc.95$11.0K0.00%––
Roble, Belko & Company, Inc95$11.0K0.00%––
Bogart Wealth, LLC93$11.0K0.00%––
Front Row Advisors LLC100$11.0K0.01%––
Truvestments Capital LLC100$11.0K0.01%––
Ameritas Investment Company, LLC103$11.8K0.00%––
Kings Point Capital Management110$13.0K0.00%––
Certified Advisory Corp110$13.0K0.00%––
Resolute Partners Group116$13.0K0.00%––
Sittner & Nelson, LLC117$13.0K0.01%––
Farmers & Merchants Investments Inc125$14.0K0.00%––
Wagner Wealth Management, LLC118$14.0K0.01%––
Investors Research Corp124$14.0K0.01%––
Bellevue Asset Management, LLC120$14.0K0.01%––
Enterprise Financial Services Corp132$15.0K0.00%––
Sun Life Financial INC139$16.0K0.00%––
Parkside Financial Bank & Trust136$16.0K0.00%––
Catalyst Capital Advisors LLC139$16.0K0.00%––
Allworth Financial LP141$16.0K0.00%––
IFP Advisors, Inc136$16.0K0.00%––
Lindbrook Capital, LLC142$16.0K0.00%––
Dividend Assets Capital, LLC150$17.0K0.00%––
Howe & Rusling Inc160$18.0K0.00%––
Glassman Wealth Services158$18.0K0.00%––
Prestige Wealth Management Group LLC157$18.0K0.00%––
Whittier Trust Co170$19.0K0.00%––
Private Capital Group, LLC166$19.0K0.00%––
Ellis Investment Partners, LLC169$19.0K0.01%––
Creative Financial Designs Inc185$21.0K0.00%––
Better Money Decisions, LLC186$21.0K0.02%––
First National Bank of South Miami190$22.0K0.02%––
Adirondack Trust Co200$23.0K0.01%––
Country Trust Bank200$23.0K0.00%––
Mark Sheptoff Financial Planning, LLC200$23.0K0.01%––
CVA Family Office, LLC205$23.0K0.01%––
TSFG, LLC221$25.0K0.01%––
Key Financial Inc219$25.0K0.02%––
Heritage Wealth Advisors234$26.8K0.00%––
Edmond de Rothschild Holding S.A.250$29.0K0.00%––
Meridian Wealth Partners, LLC252$29.0K0.01%––
Carolinas Wealth Consulting LLC255$29.0K0.01%––
Leonteq Securities AG259$29.6K0.00%––
Salem Investment Counselors Inc258$30.0K0.00%––
FourThought Financial, LLC264$30.0K0.00%––
CSat Investment Advisory, L.P.296$34.0K0.03%––
Plante Moran Financial Advisors, LLC310$35.0K0.01%––
Logan Capital Management Inc315$36.0K0.00%––
Global Retirement Partners, LLC314$36.0K0.00%––
Freedman Financial Associates, Inc.313$36.0K0.03%––