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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
Agf Investments Inc.1,674$192.0K0.00%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,595$182.6K0.00%––
Bollard Group LLC1,538$176.0K0.01%––
Brown Brothers Harriman & Co1,397$160.0K0.00%––
Monetary Management Group Inc1,375$157.0K0.05%––
International Assets Investment Management, LLC42,986$156.0K0.01%––
Concord Wealth Partners1,327$152.0K0.05%––
Stephens Inc1,255$144.0K0.00%––
First Mercantile Trust Co1,250$143.0K0.02%––
Signaturefd, LLC1,252$143.0K0.01%––
Whittier Trust Co of Nevada Inc1,200$137.0K0.01%––
Laffer Tengler Investments1,190$136.2K0.05%––
Cohen & Steers, Inc.1,099$126.0K0.00%––
Nkcfo LLC1,100$126.0K0.05%––
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%––
Wealthcare Advisory Partners LLC1,086$124.0K0.01%––
Valeo Financial Advisors, LLC1,025$117.0K0.01%––
RMR Wealth Builders1,013$116.0K0.03%––
Glen Eagle Advisors, LLC844$96.6K0.03%––
Parallel Advisors, LLC843$96.0K0.00%––
Geneos Wealth Management Inc.842$96.0K0.00%––
NEXT Financial Group, Inc812$93.0K0.01%––
Clearstead Advisors, LLC789$90.0K0.01%––
First Bank & Trust761$87.0K0.04%––
Rosenberg Matthew Hamilton748$86.0K0.05%––
North Star Investment Management Corp.710$81.0K0.01%––
First Manhattan Co700$80.0K0.00%––
Rockbridge Investment Management, LCC660$76.0K0.01%––
Jones Financial Companies LLLP659$75.0K0.00%––
Column Capital Advisors, LLC614$70.0K0.02%––
American Portfolios Advisors580$66.4K0.00%––
Crewe Advisors LLC553$63.0K0.02%––
Lenox Wealth Advisors, LLC507$58.0K0.01%––
Versant Capital Management, Inc481$55.0K0.02%––
Trust Co of Vermont475$54.0K0.00%––
Optimum Investment Advisors452$52.0K0.02%––
Ade, LLC450$52.0K0.05%––
Cutler Group LP450$51.0K0.00%––
Grandview Asset Management LLC414$47.0K0.03%––
Assetmark, Inc401$46.0K0.00%––
Ellevest, Inc.404$46.0K0.01%––
Washington Trust Co389$45.0K0.00%––
O'Shaughnessy Asset Management, LLC391$45.0K0.00%––
Cordasco Financial Network397$45.0K0.03%––
CX Institutional383$44.0K0.00%––
Riverview Trust Co356$41.0K0.05%––
Berman Capital Advisors, LLC356$40.0K0.01%––
Pflug Koory, LLC350$40.0K0.02%––
Eudaimonia Partners, LLC346$39.0K0.01%––
Patriot Financial Group Insurance Agency, LLC322$37.0K0.01%––
Logan Capital Management Inc315$36.0K0.00%––
Global Retirement Partners, LLC314$36.0K0.00%––
Freedman Financial Associates, Inc.313$36.0K0.03%––
Plante Moran Financial Advisors, LLC310$35.0K0.01%––
CSat Investment Advisory, L.P.296$34.0K0.03%––
Salem Investment Counselors Inc258$30.0K0.00%––
FourThought Financial, LLC264$30.0K0.00%––
Leonteq Securities AG259$29.6K0.00%––
Edmond de Rothschild Holding S.A.250$29.0K0.00%––
Meridian Wealth Partners, LLC252$29.0K0.01%––
Carolinas Wealth Consulting LLC255$29.0K0.01%––
Heritage Wealth Advisors234$26.8K0.00%––
TSFG, LLC221$25.0K0.01%––
Key Financial Inc219$25.0K0.02%––
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%––
First National Bank of South Miami190$22.0K0.02%––
Creative Financial Designs Inc185$21.0K0.00%––
Better Money Decisions, LLC186$21.0K0.02%––
Whittier Trust Co170$19.0K0.00%––
Private Capital Group, LLC166$19.0K0.00%––
Ellis Investment Partners, LLC169$19.0K0.01%––
Howe & Rusling Inc160$18.0K0.00%––
Glassman Wealth Services158$18.0K0.00%––
Prestige Wealth Management Group LLC157$18.0K0.00%––
Dividend Assets Capital, LLC150$17.0K0.00%––
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%––
Enterprise Financial Services Corp132$15.0K0.00%––
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%––
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%––
Ameritas Investment Company, LLC103$11.8K0.00%––
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%––