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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
Mountain Capital Investment Advisors, Inc3,744$440.0K0.22%––
Insight Advisors, LLC3,799$437.0K0.14%––
Harbor Investment Advisory, LLC3,812$436.0K0.07%––
Gabelli Funds LLC3,700$424.0K0.00%––
Bank Julius Baer & Co. Ltd, Zurich3,679$421.0K0.00%––
CWM Advisors, LLC3,657$419.0K0.06%––
Wealth Alliance3,563$408.0K0.11%––
Jump Financial, LLC3,551$407.0K0.04%––
Parsons Capital Management Inc3,551$406.0K0.03%––
QS Investors, LLC3,542$406.0K0.00%––
Knowledge Leaders Capital, LLC3,526$404.0K0.32%––
Lincoln National Corp3,522$403.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt3,512$402.0K0.03%––
Proequities, Inc.3,493$400.0K0.03%––
Beacon Pointe Advisors, LLC3,452$396.0K0.02%––
Livingston Group Asset Management CO (operating as Southport Capital Management)3,445$394.0K0.10%––
Scotia Capital Inc.3,387$388.0K0.00%––
Guardian Capital Advisors LP3,365$387.0K0.04%––
Jane Street Group, LLC3,282$376.0K0.00%––
Rockefeller Capital Management L.P.3,287$376.0K0.00%––
Fulton Bank, N.A.3,254$372.0K0.02%––
Evermay Wealth Management LLC3,205$367.0K0.07%––
Paradigm Asset Management Co LLC3,200$366.3K0.10%––
Global Strategic Investment Solutions, LLC3,150$361.0K0.07%––
Alps Advisors Inc3,111$356.0K0.00%––
Annandale Capital, LLC3,040$348.0K0.25%––
Cidel Asset Management Inc3,010$345.0K0.02%––
Conning Inc.3,005$344.0K0.01%––
Renaissance Group LLC3,009$344.0K0.01%––
Bahl & Gaynor Inc2,962$339.0K0.00%––
Kestra Private Wealth Services, LLC2,905$333.0K0.02%––
1776 Wealth LLC2,825$323.0K0.20%––
Fernwood Investment Management, LLC2,800$320.0K0.12%––
Graves-Light Private Wealth Management, Inc.2,773$317.0K0.05%––
South State Corp.2,760$316.0K0.03%––
Landsberg, Bennett, & Dubbaneh LLC2,714$315.0K0.05%––
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%––
Pointe Capital Management LLC2,715$311.0K0.22%––
E Fund Management Co., Ltd.2,718$311.0K0.03%––
FDx Advisors, Inc.2,679$307.0K0.01%––
Central Trust Co2,678$306.0K0.01%––
Canada Pension Plan Investment Board2,649$303.0K0.00%––
Essex Investment Management Co LLC2,611$299.0K0.04%––
Raymond James Trust N.A.2,615$299.0K0.01%––
Paloma Partners Management Co2,600$298.0K0.01%––
Toroso Investments, LLC2,600$298.0K0.01%––
JustInvest LLC2,595$297.0K0.04%––
Hennion & Walsh Asset Management, Inc.2,557$293.0K0.02%––
Echo Street Capital Management LLC2,523$289.0K0.00%––
Wealthspire Advisors, LLC2,515$288.0K0.01%––
Crumly & Associates Inc.2,493$285.0K0.17%––
Veracity Capital LLC2,448$280.0K0.13%––
Steward Partners Investment Advisory, LLC2,433$278.5K0.00%––
Keeley-Teton Advisors, LLC2,433$278.0K0.03%––
Franklin Street Advisors Inc2,385$273.0K0.03%––
KB Financial Partners, LLC2,383$273.0K0.12%––
Anchor Investment Management, LLC2,343$268.2K0.04%––
Gyon Technologies Capital Management, LP2,343$268.0K0.12%––
Keel Point, LLC2,320$266.0K0.03%––
Sentry Investment Management LLC2,305$264.0K0.07%––
Ethic Inc.2,306$264.0K0.05%––
Boston Private Wealth LLC2,299$263.0K0.00%––
Intersect Capital LLC2,282$261.0K0.05%––
Empirical Finance, LLC2,396$259.0K0.05%––
Alpha Omega Wealth Management LLC2,218$254.0K0.04%––
Golden Green, Inc.2,202$252.0K0.22%––
Westshore Wealth, LLC2,190$251.0K0.14%––
Cozad Asset Management Inc2,148$246.0K0.04%––
Bayesian Capital Management, LP2,136$244.0K0.06%––
Keybank National Association2,107$241.0K0.00%––
Benjamin F. Edwards & Company, Inc.2,109$241.0K0.01%––
Institute for Wealth Management, LLC.2,063$236.0K0.05%––
Harbour Investments, Inc.2,046$234.0K0.01%––
Checchi Capital Advisers, LLC2,045$234.0K0.03%––
Ontario Teachers Pension Plan Board2,034$233.0K0.00%––
Eqis Capital Management, Inc.2,039$233.0K0.02%––
Stonebridge Capital Management Inc2,000$229.0K0.09%––
Wealth Management Associates, Inc.2,000$228.9K0.15%––
Holderness Investments Co1,980$227.0K0.08%––
6 Meridian1,979$227.0K0.02%––
XTX Topco Ltd1,973$226.0K0.11%––
Blair William & Co1,968$225.0K0.00%––
Mark Stevens1,957$224.0K0.03%––
Quadrant Capital Group LLC1,931$221.0K0.04%––
Pinnacle Wealth Planning Services, Inc.1,929$221.0K0.06%––
MAI Capital Management1,901$218.0K0.00%––
Grace Capital1,900$217.0K0.14%––
Trust Asset Management LLC1,899$217.0K0.03%––
Bragg Financial Advisors, Inc1,875$215.0K0.01%––
Gateway Investment Advisers LLC1,837$210.0K0.00%––
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%––
BBVA USA Bancshares, Inc.1,785$204.0K0.01%––
Chilton Investment Co LLC1,774$203.0K0.01%––
Tokio Marine Asset Management Co Ltd1,762$202.0K0.02%––
Boyar Asset Management Inc.1,758$201.0K0.14%––
Private Trust Co NA1,755$200.0K0.03%––