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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, Q2 2021

Institutional positions in Dollar Tree, Inc. as of Jun 30, 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
731
−14 vs. Q1 2021
Shares held
206.1M
−4.11M (−2.0%) vs. Q1 2021
Total value
$20.5B
−$3.55B (−14.8%) vs. Q1 2021
New holders
87
263 more added
Sold out
101
272 more reduced

8 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 731 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 heldQ2 2021: $20.5B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2021.

Institutions holding DLTR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc24,473,995$2.44B0.06%−35,106−0.1%Reduced
BlackRock Inc.19,792,385$1.97B0.06%−1,666,058−7.8%Reduced
State Street Corp9,831,797$978.3M0.05%+76,862+0.8%Added
Price T Rowe Associates Inc9,507,609$946.0M0.09%+188,343+2.0%Added
Macquarie Group Ltd7,545,079$750.7M0.62%+1,288,363+20.6%Added
Lazard Asset Management LLC6,803,713$677.0M0.76%+86,771+1.3%Added
Franklin Resources Inc5,336,631$531.0M0.20%−708,005−11.7%Reduced
FMR LLC5,318,535$529.2M0.04%−1,731,977−24.6%Reduced
Geode Capital Management, LLC4,110,611$407.9M0.06%−34,058−0.8%Reduced
Fiduciary Management Inc3,812,737$379.4M2.79%−106,733−2.7%Reduced
Akre Capital Management LLCSuperinvestorAkre Capital Management3,587,666$357.0M2.20%−5200.0%Reduced
Northern Trust Corp3,002,184$298.7M0.05%+20,910+0.7%Added
Wellington Management Group LLP2,962,572$294.8M0.05%+160,911+5.7%Added
Capital International Investors2,637,051$262.4M0.06%+5080.0%Added
American Century Companies Inc2,496,555$248.4M0.17%+443,682+21.6%Added
Burgundy Asset Management Ltd.2,476,413$246.4M2.41%+107,023+4.5%Added
Bank of America Corp2,398,521$238.7M0.03%−89,848−3.6%Reduced
FIL Ltd2,384,848$237.3M0.25%+90,631+4.0%Added
Norges Bank2,299,669$228.8M0.05%−8,563−0.4%Reduced
Dimensional Fund Advisors LP2,288,638$227.7M0.07%+37,743+1.7%Added
Rivulet Capital, LLC2,273,550$226.2M12.81%+273,650+13.7%Added
Bank of New York Mellon Corp2,088,699$207.8M0.04%+184,646+9.7%Added
Caisse de Depot Et Placement du Quebec2,061,877$205.2M0.44%+202,353+10.9%Added
UBS Asset Management Americas Inc2,026,289$201.6M0.09%−80,928−3.8%Reduced
Royal Bank of Canada1,891,494$188.2M0.05%+169,462+9.8%Added
Canada Pension Plan Investment Board1,868,500$185.9M0.22%+1,865,851+70,436.1%Added
Legal & General Group Plc1,835,661$182.6M0.06%−97,710−5.1%Reduced
Invesco Ltd.1,696,555$168.8M0.04%+228,708+15.6%Added
London Co of Virginia1,583,335$157.5M0.84%+38,532+2.5%Added
Wells Fargo & Company1,547,920$154.0M0.03%−210,633−12.0%Reduced
Ameriprise Financial Inc1,536,498$152.9M0.05%−3,200,242−67.6%Reduced
Madison Asset Management, LLC1,501,753$149.4M2.02%+107,604+7.7%Added
Goldman Sachs Group Inc1,404,386$139.7M0.04%−25,245−1.8%Reduced
Primecap Management Co1,350,850$134.4M0.09%+332,350+32.6%Added
JPMorgan Chase & Co1,216,032$121.0M0.02%−135,612−10.0%Reduced
Charles Schwab Investment Management Inc1,177,606$117.2M0.04%−42,059−3.4%Reduced
Thompson Siegel & Walmsley LLC1,169,068$116.3M1.59%+32,918+2.9%Added
Morgan Stanley1,086,321$108.1M0.01%+648,157+147.9%Added
APG Asset Management N.V.1,275,126$107.0M0.18%−78,734−5.8%Reduced
California Public Employees Retirement System1,063,118$105.8M0.08%−12,259−1.1%Reduced
Capital Research Global Investors1,057,430$105.2M0.02%+160,567+17.9%Added
Nuveen Asset Management, LLC1,011,710$100.7M0.03%−246,001−19.6%Reduced
Arrowstreet Capital, Limited Partnership1,007,876$100.3M0.12%+528,217+110.1%Added
Epoch Investment Partners, Inc.987,224$98.2M0.53%−920,839−48.3%Reduced
Manning & Napier Group, LLC979,297$97.4M0.80%+27,639+2.9%Added
Swiss National Bank959,440$95.5M0.06%−60,800−6.0%Reduced
Brave Warrior Advisors, LLC949,378$94.5M3.24%−561,533−37.2%Reduced
Los Angeles Capital Management LLC884,711$88.0M0.39%−169,843−16.1%Reduced
Bank of Montreal881,460$87.7M0.05%−164,299−15.7%Reduced
Bessemer Group Inc852,485$84.8M0.18%+33,528+4.1%Added
RR Partners LP849,865$84.6M9.10%+849,865New
Intermede Investment Partners Ltd831,191$82.7M1.88%+38,614+4.9%Added
Sumitomo Mitsui Trust Holdings, Inc.762,372$75.9M0.04%−37,290−4.7%Reduced
Boston Partners736,377$73.3M0.09%+14,295+2.0%Added
KG Funds Management, LLC711,292$70.8M7.15%+114,402+19.2%Added
Equity Investment Corp675,084$67.2M2.53%+675,084New
Massachusetts Financial Services Co660,413$65.7M0.02%+13,490+2.1%Added
Barclays PLC641,011$63.8M0.05%+181,741+39.6%Added
New York State Common Retirement Fund624,061$62.1M0.06%−1,058−0.2%Reduced
AQR Capital Management LLC576,759$57.4M0.10%+409,261+244.3%Added
UBS Group AG569,959$56.7M0.02%+137,386+31.8%Added
Deutsche Bank AG564,796$56.2M0.03%−206,138−26.7%Reduced
Parametric Portfolio Associates LLC562,680$56.0M0.03%−21,380−3.7%Reduced
River Road Asset Management, LLC558,918$55.6M0.60%+375,715+205.1%Added
Russell Investments Group, Ltd.553,748$55.1M0.09%+52,919+10.6%Added
Victory Capital Management Inc552,504$55.0M0.05%−114,417−17.2%Reduced
Stephens Investment Management Group LLC524,852$52.2M0.72%−4,783−0.9%Reduced
Personal Capital Advisors Corp511,115$50.9M0.26%+27,486+5.7%Added
Avenir Corp495,714$49.3M3.92%−3,638−0.7%Reduced
Earnest Partners LLC459,192$45.7M0.27%−8,562−1.8%Reduced
Renaissance Technologies LLC437,285$43.5M0.05%−725,271−62.4%Reduced
Neuberger Berman Group LLC434,595$43.2M0.04%+110,192+34.0%Added
First Trust Advisors LP423,230$42.1M0.05%+107,524+34.1%Added
Bridgewater Associates, LP422,954$42.1M0.27%+142,421+50.8%Added
Glenmede Trust Co NA419,208$41.7M0.22%−27,881−6.2%Reduced
California State Teachers Retirement System408,150$40.6M0.05%−25,107−5.8%Reduced
Mackenzie Financial Corp385,140$38.3M0.05%+8,494+2.3%Added
Millennium Management LLC371,692$37.0M0.05%+272,860+276.1%Added
Rhumbline Advisers364,304$36.2M0.05%−31,953−8.1%Reduced
Amundi361,376$36.0M0.02%+361,376New
Susquehanna International Group, LLP360,051$35.8M0.04%+283,552+370.7%Added
TD Asset Management Inc357,814$35.7M0.04%−393,250−52.4%Reduced
National Pension Service357,858$35.6M0.07%+2,725+0.8%Added
SEI Investments Co352,818$35.1M0.08%+60,895+20.9%Added
Envestnet Asset Management Inc343,334$34.2M0.02%+14,588+4.4%Added
State Board of Administration of Florida Retirement System341,512$34.0M0.06%−6,311−1.8%Reduced
Principal Financial Group Inc332,634$33.1M0.02%−62,764−15.9%Reduced
Alliancebernstein L.P.329,277$32.8M0.01%−11,892−3.5%Reduced
Freshford Capital Management, LLC308,237$30.7M4.17%+83,710+37.3%Added
King Luther Capital Management Corp307,649$30.6M0.15%−3,309−1.1%Reduced
The PNC Financial Services Group, Inc.306,091$30.5M0.03%−5,465−1.8%Reduced
Tobam299,027$29.8M1.19%+11,129+3.9%Added
Confluence Investment Management LLC288,014$28.7M0.38%−1,803−0.6%Reduced
Credit Suisse AG286,295$28.5M0.02%−81,617−22.2%Reduced
Alberta Investment Management Corp275,079$27.4M0.23%+27,350+11.0%Added
Healthcare of Ontario Pension Plan Trust Fund273,000$27.2M0.06%+250,041+1,089.1%Added
Citigroup Inc270,290$26.9M0.02%+14,679+5.7%Added
New York State Teachers Retirement System263,312$26.2M0.05%−12,001−4.4%Reduced
ProShare Advisors LLC257,865$25.7M0.08%−19,650−7.1%Reduced
Nomura Asset Management Co Ltd255,928$25.5M0.15%+5,082+2.0%Added