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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
Patriot Financial Group Insurance Agency, LLC322$37.0K0.01%––
Eudaimonia Partners, LLC346$39.0K0.01%––
Berman Capital Advisors, LLC356$40.0K0.01%––
Pflug Koory, LLC350$40.0K0.02%––
Riverview Trust Co356$41.0K0.05%––
CX Institutional383$44.0K0.00%––
Washington Trust Co389$45.0K0.00%––
O'Shaughnessy Asset Management, LLC391$45.0K0.00%––
Cordasco Financial Network397$45.0K0.03%––
Assetmark, Inc401$46.0K0.00%––
Ellevest, Inc.404$46.0K0.01%––
Grandview Asset Management LLC414$47.0K0.03%––
Cutler Group LP450$51.0K0.00%––
Optimum Investment Advisors452$52.0K0.02%––
Ade, LLC450$52.0K0.05%––
Trust Co of Vermont475$54.0K0.00%––
Versant Capital Management, Inc481$55.0K0.02%––
Lenox Wealth Advisors, LLC507$58.0K0.01%––
Crewe Advisors LLC553$63.0K0.02%––
American Portfolios Advisors580$66.4K0.00%––
Column Capital Advisors, LLC614$70.0K0.02%––
Jones Financial Companies LLLP659$75.0K0.00%––
Rockbridge Investment Management, LCC660$76.0K0.01%––
First Manhattan Co700$80.0K0.00%––
North Star Investment Management Corp.710$81.0K0.01%––
Rosenberg Matthew Hamilton748$86.0K0.05%––
First Bank & Trust761$87.0K0.04%––
Clearstead Advisors, LLC789$90.0K0.01%––
NEXT Financial Group, Inc812$93.0K0.01%––
Parallel Advisors, LLC843$96.0K0.00%––
Geneos Wealth Management Inc.842$96.0K0.00%––
Glen Eagle Advisors, LLC844$96.6K0.03%––
RMR Wealth Builders1,013$116.0K0.03%––
Valeo Financial Advisors, LLC1,025$117.0K0.01%––
Wealthcare Advisory Partners LLC1,086$124.0K0.01%––
First Command Bank1,093$125.0K0.03%––
First Command Financial Services, Inc.1,093$125.0K0.03%––
Belpointe Asset Management LLC1,091$125.0K0.01%––
Cohen & Steers, Inc.1,099$126.0K0.00%––
Nkcfo LLC1,100$126.0K0.05%––
Laffer Tengler Investments1,190$136.2K0.05%––
Whittier Trust Co of Nevada Inc1,200$137.0K0.01%––
First Mercantile Trust Co1,250$143.0K0.02%––
Signaturefd, LLC1,252$143.0K0.01%––
Stephens Inc1,255$144.0K0.00%––
Concord Wealth Partners1,327$152.0K0.05%––
International Assets Investment Management, LLC42,986$156.0K0.01%––
Monetary Management Group Inc1,375$157.0K0.05%––
Brown Brothers Harriman & Co1,397$160.0K0.00%––
Bollard Group LLC1,538$176.0K0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,595$182.6K0.00%––
Agf Investments Inc.1,674$192.0K0.00%––
Private Trust Co NA1,755$200.0K0.03%––
Boyar Asset Management Inc.1,758$201.0K0.14%––
Tokio Marine Asset Management Co Ltd1,762$202.0K0.02%––
Chilton Investment Co LLC1,774$203.0K0.01%––
BBVA USA Bancshares, Inc.1,785$204.0K0.01%––
Calton & Associates, Inc.1,829$209.0K0.04%––
Pillar Pacific Capital Management LLC1,829$209.0K0.02%––
Robertson Stephens Wealth Management, LLC1,834$209.0K0.03%––
Gateway Investment Advisers LLC1,837$210.0K0.00%––
Bragg Financial Advisors, Inc1,875$215.0K0.01%––
Grace Capital1,900$217.0K0.14%––
Trust Asset Management LLC1,899$217.0K0.03%––
MAI Capital Management1,901$218.0K0.00%––
Quadrant Capital Group LLC1,931$221.0K0.04%––
Pinnacle Wealth Planning Services, Inc.1,929$221.0K0.06%––
Mark Stevens1,957$224.0K0.03%––
Blair William & Co1,968$225.0K0.00%––
XTX Topco Ltd1,973$226.0K0.11%––
Holderness Investments Co1,980$227.0K0.08%––
6 Meridian1,979$227.0K0.02%––
Wealth Management Associates, Inc.2,000$228.9K0.15%––
Stonebridge Capital Management Inc2,000$229.0K0.09%––
Ontario Teachers Pension Plan Board2,034$233.0K0.00%––
Eqis Capital Management, Inc.2,039$233.0K0.02%––
Harbour Investments, Inc.2,046$234.0K0.01%––
Checchi Capital Advisers, LLC2,045$234.0K0.03%––
Institute for Wealth Management, LLC.2,063$236.0K0.05%––
Keybank National Association2,107$241.0K0.00%––
Benjamin F. Edwards & Company, Inc.2,109$241.0K0.01%––
Bayesian Capital Management, LP2,136$244.0K0.06%––
Cozad Asset Management Inc2,148$246.0K0.04%––
Westshore Wealth, LLC2,190$251.0K0.14%––
Golden Green, Inc.2,202$252.0K0.22%––
Alpha Omega Wealth Management LLC2,218$254.0K0.04%––
Empirical Finance, LLC2,396$259.0K0.05%––
Intersect Capital LLC2,282$261.0K0.05%––
Boston Private Wealth LLC2,299$263.0K0.00%––
Sentry Investment Management LLC2,305$264.0K0.07%––
Ethic Inc.2,306$264.0K0.05%––
Keel Point, LLC2,320$266.0K0.03%––
Gyon Technologies Capital Management, LP2,343$268.0K0.12%––
Anchor Investment Management, LLC2,343$268.2K0.04%––
Franklin Street Advisors Inc2,385$273.0K0.03%––
KB Financial Partners, LLC2,383$273.0K0.12%––
Keeley-Teton Advisors, LLC2,433$278.0K0.03%––
Steward Partners Investment Advisory, LLC2,433$278.5K0.00%––
Veracity Capital LLC2,448$280.0K0.13%––
Crumly & Associates Inc.2,493$285.0K0.17%––