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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
Wealthspire Advisors, LLC2,515$288.0K0.01%––
Echo Street Capital Management LLC2,523$289.0K0.00%––
Hennion & Walsh Asset Management, Inc.2,557$293.0K0.02%––
JustInvest LLC2,595$297.0K0.04%––
Paloma Partners Management Co2,600$298.0K0.01%––
Toroso Investments, LLC2,600$298.0K0.01%––
Essex Investment Management Co LLC2,611$299.0K0.04%––
Raymond James Trust N.A.2,615$299.0K0.01%––
Canada Pension Plan Investment Board2,649$303.0K0.00%––
Central Trust Co2,678$306.0K0.01%––
FDx Advisors, Inc.2,679$307.0K0.01%––
Pointe Capital Management LLC2,715$311.0K0.22%––
E Fund Management Co., Ltd.2,718$311.0K0.03%––
Legacy Capital Partners, Inc.2,728$312.0K0.12%––
Sunbelt Securities, Inc.2,726$312.0K0.06%––
WESCAP Management Group, Inc.2,731$312.0K0.09%––
Landsberg, Bennett, & Dubbaneh LLC2,714$315.0K0.05%––
South State Corp.2,760$316.0K0.03%––
Graves-Light Private Wealth Management, Inc.2,773$317.0K0.05%––
Fernwood Investment Management, LLC2,800$320.0K0.12%––
1776 Wealth LLC2,825$323.0K0.20%––
Kestra Private Wealth Services, LLC2,905$333.0K0.02%––
Bahl & Gaynor Inc2,962$339.0K0.00%––
Conning Inc.3,005$344.0K0.01%––
Renaissance Group LLC3,009$344.0K0.01%––
Cidel Asset Management Inc3,010$345.0K0.02%––
Annandale Capital, LLC3,040$348.0K0.25%––
Alps Advisors Inc3,111$356.0K0.00%––
Global Strategic Investment Solutions, LLC3,150$361.0K0.07%––
Paradigm Asset Management Co LLC3,200$366.3K0.10%––
Evermay Wealth Management LLC3,205$367.0K0.07%––
Fulton Bank, N.A.3,254$372.0K0.02%––
Jane Street Group, LLC3,282$376.0K0.00%––
Rockefeller Capital Management L.P.3,287$376.0K0.00%––
Guardian Capital Advisors LP3,365$387.0K0.04%––
Scotia Capital Inc.3,387$388.0K0.00%––
Livingston Group Asset Management CO (operating as Southport Capital Management)3,445$394.0K0.10%––
Beacon Pointe Advisors, LLC3,452$396.0K0.02%––
Proequities, Inc.3,493$400.0K0.03%––
Livforsakringsbolaget Skandia, Omsesidigt3,512$402.0K0.03%––
Lincoln National Corp3,522$403.0K0.01%––
Knowledge Leaders Capital, LLC3,526$404.0K0.32%––
Parsons Capital Management Inc3,551$406.0K0.03%––
QS Investors, LLC3,542$406.0K0.00%––
Jump Financial, LLC3,551$407.0K0.04%––
Wealth Alliance3,563$408.0K0.11%––
CWM Advisors, LLC3,657$419.0K0.06%––
Bank Julius Baer & Co. Ltd, Zurich3,679$421.0K0.00%––
Gabelli Funds LLC3,700$424.0K0.00%––
Harbor Investment Advisory, LLC3,812$436.0K0.07%––
Insight Advisors, LLC3,799$437.0K0.14%––
Mountain Capital Investment Advisors, Inc3,744$440.0K0.22%––
Wetherby Asset Management Inc3,919$449.0K0.03%––
Smithfield Trust Co3,949$452.0K0.03%––
Resonant Capital Advisors, LLC3,972$455.0K0.09%––
Prospera Financial Services Inc3,998$457.0K0.03%––
Carroll Financial Associates, Inc.3,997$457.0K0.03%––
Swiss Life Asset Management Ltd4,015$459.4K0.01%––
Fortis Capital Management LLC4,031$461.0K0.27%––
DuPont Capital Management Corp4,060$465.0K0.01%––
Point72 Hong Kong Ltd4,070$466.0K0.04%––
Vestmark Advisory Solutions, Inc.4,167$477.0K0.04%––
Bessemer Securities LLC4,200$481.0K0.20%––
Everence Capital Management Inc4,230$484.0K0.04%––
Vontobel Holding Ltd.4,236$485.0K0.00%––
First National Bank Sioux Falls4,285$490.0K0.87%––
D.B. Root & Company, LLC4,281$490.0K0.19%––
1st Source Bank4,292$491.0K0.03%––
Advisor Partners LLC4,369$500.0K0.04%––
Mercer Global Advisors Inc4,377$501.0K0.00%––
Vestcor Inc4,378$501.0K0.02%––
Wealthfront Advisers LLC4,450$509.0K0.00%––
Sepio Capital, LP4,460$510.0K0.05%––
CFO4Life Group, LLC4,480$513.0K0.13%––
HN Saltoro Capital, LP4,500$515.0K0.42%––
Stratos Wealth Partners, LTD.4,517$517.0K0.01%––
Systematic Alpha Investments, LLC4,562$522.0K0.03%––
Twin Capital Management Inc4,604$527.0K0.05%––
Allstate Corp4,789$548.0K0.02%––
Exchange Traded Concepts, LLC4,860$556.0K0.02%––
Cetera Advisor Networks LLC4,857$556.0K0.01%––
Wesbanco Bank Inc4,941$566.0K0.02%––
DCM Advisors, LLC5,000$572.0K0.33%––
Snowden Capital Advisors LLC5,038$576.6K0.03%––
Harvest Volatility Management LLC5,107$585.0K0.05%––
Sowell Financial Services LLC5,058$585.0K0.02%––
Equitable Holdings, Inc.5,187$594.0K0.01%––
Cim Investment Mangement Inc5,223$598.0K0.19%––
Buckingham Strategic Wealth, LLC5,231$599.0K0.03%––
Squarepoint Ops LLC5,253$601.0K0.01%––
Engineers Gate Manager LP5,300$607.0K0.03%––
Redpoint Investment Management Pty Ltd5,304$607.0K0.05%––
Pzena Investment Management LLC5,331$610.0K0.00%––
Hantz Financial Services, Inc.5,538$634.0K0.03%––
Banco Bilbao Vizcaya Argentaria, S.A.5,602$641.0K0.01%––
Symmetry Partners, LLC5,604$641.0K0.05%––
Montag A & Associates Inc5,675$650.0K0.04%––
Capital Bank & Trust Co5,678$650.0K0.01%––
Meeder Asset Management Inc5,718$655.0K0.03%––
S.A. Mason LLC5,742$657.0K0.49%––