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Livermore
Livermore
ZHEN

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
Fieldpoint Private Securities, LLC1$00.00%+1New
Mach-1 Financial Group, Inc.5$00.00%+5New
Kelly Financial Services LLC1,791$180.00%+1,773+9,850.0%Added
WestEnd Advisors, LLC–$1990.00%–New
Exane Derivatives6$5880.00%00.0%Unchanged
USA Financial Portformulas Corp6$1.00K0.00%−10,287−99.9%Reduced
Valley National Advisers Inc8$1.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC7$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.10$1.00K0.00%+10New
MV Capital Management, Inc.7$1.00K0.00%+7New
Strategic Blueprint, LLC9$1.00K0.00%+9New
Standard Family Office LLC15$1.00K0.00%+15New
Rocky Mountain Advisers, LLC22$2.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors25$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.25$2.00K0.00%00.0%Unchanged
HM Payson & Co18$2.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.22$2.00K0.00%−1−4.3%Reduced
Norway Savings Bank17$2.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.28$2.00K0.00%+19+211.1%Added
Financial Management Professionals, Inc.17$2.00K0.00%+17New
Ford Financial Group, LLC21$2.00K0.00%+21New
Liberty Wealth Management LLC25$2.00K0.00%+25New
Eagle Bay Advisors LLC16$2.00K0.00%+16New
West Paces Advisors Inc.24$2.39K0.00%00.0%Unchanged
Raffa Wealth Management, LLC26$2.59K0.00%00.0%Unchanged
Baystate Wealth Management LLC35$3.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC27$3.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC29$3.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC27$3.00K0.00%+27New
Zions Bancorporation, N.A.41$4.00K0.00%−25−37.9%Reduced
Westside Investment Management, Inc.50$4.00K0.00%00.0%Unchanged
Bartlett & Co. LLC44$4.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC43$4.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC44$4.00K0.00%00.0%Unchanged
Gleason Group, Inc.40$4.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC37$4.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC44$4.38K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.47$4.68K0.00%00.0%Unchanged
Hantz Financial Services, Inc.53$5.00K0.00%−5,485−99.0%Reduced
First Horizon Corp53$5.00K0.00%−4−7.0%Reduced
Systematic Alpha Investments, LLC62$6.00K0.00%−4,500−98.6%Reduced
Larson Financial Group LLC57$6.00K0.00%−8−12.3%Reduced
Aspire Private Capital, LLC59$6.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB58$6.00K0.00%+50+625.0%Added
Atlas Capital Advisors LLC70$6.96K0.00%+70New
Jones Financial Companies LLLP69$7.00K0.00%−590−89.5%Reduced
TCTC Holdings, LLC75$7.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC72$7.00K0.00%+72New
Optiver Holding B.V.75$7.00K0.00%+75New
TCI Wealth Advisors, Inc.85$8.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$8.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.93$9.00K0.00%−2−2.1%Reduced
Roble, Belko & Company, Inc95$9.00K0.00%00.0%Unchanged
Bogart Wealth, LLC93$9.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC91$9.00K0.00%00.0%Unchanged
Front Row Advisors LLC100$10.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC108$11.0K0.00%+108New
Farmers & Merchants Investments Inc125$12.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC118$12.0K0.01%00.0%Unchanged
Investors Research Corp124$12.0K0.00%00.0%Unchanged
Resolute Partners Group116$12.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC117$12.0K0.01%00.0%Unchanged
Horan Securities, Inc.124$12.0K0.01%+124New
Parkside Financial Bank & Trust127$13.0K0.00%−9−6.6%Reduced
Enterprise Financial Services Corp132$13.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors136$13.0K0.00%+61+81.3%Added
Catalyst Capital Advisors LLC144$14.0K0.00%+5+3.6%Added
Parallax Volatility Advisers, L.P.148$15.0K0.00%−50,014−99.7%Reduced
CVA Family Office, LLC155$15.0K0.00%−50−24.4%Reduced
Prestige Wealth Management Group LLC157$15.0K0.00%00.0%Unchanged
Dividend Assets Capital, LLC150$15.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC148$15.0K0.00%+6+4.2%Added
Ellis Investment Partners, LLC168$16.0K0.00%−1−0.6%Reduced
Howe & Rusling Inc159$16.0K0.00%−1−0.6%Reduced
Whittier Trust Co170$17.0K0.00%00.0%Unchanged
Glassman Wealth Services170$17.0K0.00%+12+7.6%Added
First Bank & Trust181$18.0K0.01%−580−76.2%Reduced
Creative Financial Designs Inc185$18.0K0.00%00.0%Unchanged
First National Bank of South Miami190$19.0K0.01%00.0%Unchanged
Better Money Decisions, LLC186$19.0K0.02%00.0%Unchanged
Adirondack Trust Co200$20.0K0.01%00.0%Unchanged
Country Trust Bank200$20.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC200$20.0K0.01%00.0%Unchanged
Elmwood Wealth Management, Inc.214$21.0K0.01%+214New
TSFG, LLC221$22.0K0.01%00.0%Unchanged
Heritage Wealth Advisors234$23.3K0.00%00.0%Unchanged
Private Capital Group, LLC244$24.0K0.01%+78+47.0%Added
Edmond de Rothschild Holding S.A.250$25.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC255$25.0K0.01%00.0%Unchanged
Sandy Spring Bank257$26.0K0.00%+245+2,041.7%Added
Logan Capital Management Inc315$31.0K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.313$31.0K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC310$31.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC317$32.0K0.00%+3+1.0%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP332$33.0K0.00%+332New
Danda Trouve Investment Management, Inc.328$33.0K0.04%+328New
Beck Bode, LLC342$34.0K0.01%+342New
Riverview Trust Co356$35.0K0.04%00.0%Unchanged
Baldrige Asset Management LLC356$35.0K0.02%+356New