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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
Walleye Capital LLC5,781$662.0K0.04%––
Executive Wealth Management, LLC5,793$663.0K0.08%––
Chicago Partners Investment Group LLC5,841$666.0K0.05%––
Acorn Financial Advisory Services Inc5,872$672.0K0.25%––
Shell Asset Management Co5,978$684.0K0.01%––
B. Metzler seel. Sohn & Co. Holding AG6,005$687.0K0.01%––
AGF Investments LLC6,007$688.0K0.08%––
Rothschild Investment Corp6,084$696.0K0.06%––
Ironsides Asset Advisors, LLC6,085$696.0K0.22%––
LS Investment Advisors, LLC6,121$701.0K0.04%––
Stonehage Fleming Financial Services Holdings Ltd6,050$703.0K0.02%––
AE Wealth Management LLC6,151$704.0K0.01%––
Hilltop Holdings Inc.6,177$706.0K0.09%––
Creative Planning6,170$706.0K0.00%––
Prelude Capital Management, LLC6,197$709.0K0.05%––
Quantitative Systematic Strategies LLC6,558$751.0K0.12%––
F3Logic, LLC6,611$751.0K0.11%––
Kentucky Retirement Systems Insurance Trust Fund6,605$756.0K0.08%––
Cullen/Frost Bankers, Inc.6,619$758.0K0.02%––
Atlas Private Wealth Management6,620$758.0K0.48%––
Cullinan Associates Inc6,800$778.0K0.04%––
World Asset Management Inc6,943$798.0K0.07%––
Veritable, L.P.6,991$800.0K0.01%––
Cedar Wealth Management, LLC7,209$825.0K0.41%––
Dynamic Advisor Solutions LLC7,255$830.0K0.08%––
Integrated Wealth Concepts LLC7,275$833.0K0.03%––
Corient Capital Partners, LLC7,292$835.0K0.07%––
Spire Wealth Management7,295$835.0K0.02%––
LSV Asset Management7,412$848.0K0.00%––
Group One Trading, L.P.7,635$874.0K0.02%––
Greenline Partners, LLC7,689$880.0K0.19%––
NorthCoast Asset Management LLC7,771$889.0K0.04%––
BP PLC7,942$908.0K0.03%––
Intrepid Capital Management Inc7,935$908.0K0.47%––
IBM Retirement Fund8,034$920.0K0.07%––
Kestra Advisory Services, LLC8,096$927.0K0.01%––
Winton Group Ltd8,230$942.0K0.05%––
Te Ahumairangi Investment Management Ltd8,300$950.0K0.12%––
Ameritas Investment Partners, Inc.8,308$951.0K0.04%––
AIMZ Investment Advisors, LLC8,343$955.0K0.47%––
Atlantic Trust, LLC8,450$967.0K0.72%––
Cigna Investments Inc8,485$971.0K0.07%––
Cubist Systematic Strategies, LLC8,486$971.0K0.01%––
Park Avenue Securities LLC8,519$975.0K0.02%––
Hellman Jordan Management Co Inc8,587$983.0K1.43%––
E. Ohman J:or Asset Management AB8,645$989.5K0.04%––
New England Asset Management Inc8,700$996.0K0.02%––
Advisory Services Network, LLC8,740$1.00M0.04%––
Weik Capital Management8,930$1.02M0.43%––
Supplemental Annuity Collective Trust of NJ9,000$1.03M0.36%––
Laurion Capital Management LP9,059$1.04M0.01%––
Horizon Investments, LLC9,273$1.06M0.04%––
Horizon Investment Services, LLC9,416$1.08M0.58%––
Credential Qtrade Securities Inc.9,505$1.09M0.10%––
Alpha Paradigm Partners, LLC9,624$1.10M0.43%––
Jacobsen Capital Management9,681$1.11M0.61%––
ARGA Investment Management, LP9,721$1.11M0.08%––
Simmons Bank9,753$1.12M0.08%––
Independent Advisor Alliance9,828$1.13M0.07%––
Private Advisor Group, LLC9,843$1.13M0.01%––
Dai-Ichi Life Insurance Company, Ltd9,892$1.13M0.02%––
Mount Yale Investment Advisors, LLC9,956$1.14M0.15%––
Amarillo National Bank9,986$1.14M0.29%––
Y-Intercept (Hong Kong) Ltd9,928$1.15M0.31%––
Boltwood Capital Management10,105$1.16M0.51%––
Seelaus Asset Management LLC10,150$1.16M0.75%––
Money Concepts Capital Corp10,163$1.16M0.09%––
Silvercrest Asset Management Group LLC10,225$1.17M0.01%––
Cascade Investment Advisors, Inc.10,245$1.17M0.76%––
USA Financial Portformulas Corp10,293$1.18M0.96%––
Banque Pictet & Cie SA10,300$1.18M0.02%––
First Republic Investment Management, Inc.10,419$1.19M0.00%––
Burney Co10,433$1.19M0.06%––
Teza Capital Management LLC10,483$1.20M0.24%––
First Foundation Advisors10,573$1.21M0.05%––
Legacy Wealth Management, LLC10,572$1.21M0.73%––
Fuller & Thaler Asset Management, Inc.10,590$1.21M0.01%––
Northwestern Mutual Investment Management Company, LLC10,662$1.22M0.02%––
IMS Capital Management10,879$1.25M0.78%––
Candriam Luxembourg S.C.A.12,578$1.30M0.01%––
Kiwi Wealth Investments Limited Partnership11,407$1.31M0.08%––
Nordea Investment Management AB11,242$1.31M0.00%––
Prudential PLC11,603$1.33M0.01%––
Mason Investment Advisory Services, Inc.11,642$1.33M0.14%––
Azzad Asset Management Inc11,722$1.34M0.22%––
Optimal Asset Management, Inc.11,759$1.35M0.17%––
Cetera Investment Advisers11,849$1.36M0.03%––
SeaBridge Investment Advisors LLC12,033$1.38M0.46%––
Meiji Yasuda Life Insurance Co12,190$1.40M0.03%––
Banque Cantonale Vaudoise12,341$1.41M0.07%––
Crossmark Global Holdings, Inc.12,353$1.41M0.04%––
Cambridge Investment Research Advisors, Inc.12,583$1.44M0.01%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.12,945$1.48M0.01%––
AlphaMark Advisors, LLC13,150$1.50M0.57%––
Soros Capital Management LLC13,266$1.52M0.38%––
Citadel Investment Advisory, Inc.13,329$1.53M1.00%––
Amalgamated Bank13,593$1.56M0.06%––
Huntington National Bank13,923$1.59M0.02%––
Capitolis Advisors LLC14,040$1.61M0.03%––
D. E. Shaw & Co., Inc.14,421$1.65M0.00%––