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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, Q4 2021

Institutional positions in Dollar Tree, Inc. as of Dec 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
797
+105 vs. Q3 2021
Shares held
222.6M
+21.5M (+10.7%) vs. Q3 2021
Total value
$31.2B
+$12.0B (+62.3%) vs. Q3 2021
New holders
180
198 more added
Sold out
75
307 more reduced

7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 797 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 heldQ4 2021: $31.2B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q3 2021.

Institutions holding DLTR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Brothers Harriman & Co3$00.00%00.0%Unchanged
Retirement Planning Co of New England, Inc.4$00.00%+4New
Widmann Financial Services, Inc.5$00.00%+5New
Financial Connections Group, Inc.2$00.00%+2New
WestEnd Advisors, LLC2$2810.00%––
Exane Derivatives6$8430.00%00.0%Unchanged
AdvisorNet Financial, Inc5$1.00K0.00%−995−99.5%Reduced
Your Advocates Ltd., LLP5$1.00K0.00%−20−80.0%Reduced
Valley National Advisers Inc8$1.00K0.00%00.0%Unchanged
HM Payson & Co10$1.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC7$1.00K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.6$1.00K0.00%+6New
Capital Advisors, Ltd. LLC4$1.00K0.00%+4New
Strengthening Families & Communities, LLC30$1.00K0.00%+30New
Leonteq Securities AG14$1.97K0.00%−2,946−99.5%Reduced
Eagle Bay Advisors LLC16$2.00K0.00%−16−50.0%Reduced
Norway Savings Bank17$2.00K0.00%00.0%Unchanged
Hudock, Inc.16$2.00K0.00%00.0%Unchanged
Sierra Capital LLC14$2.00K0.00%+14New
Washington Trust Advisors, Inc.13$2.00K0.00%+13New
Kelly Financial Services LLC18$2.53K0.00%00.0%Unchanged
Hantz Financial Services, Inc.24$3.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC22$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.28$3.00K0.00%00.0%Unchanged
Schubert & Co24$3.00K0.00%+24New
Raffa Wealth Management, LLC26$3.65K0.00%00.0%Unchanged
Ci Investments Inc.28$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.27$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC30$4.00K0.00%00.0%Unchanged
Arlington Partners LLC27$4.00K0.00%+27New
Signet Financial Management, LLC30$4.00K0.00%+30New
Laurel Wealth Advisors LLC37$5.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC35$5.00K0.00%00.0%Unchanged
JJJ Advisors Inc.35$5.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.35$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc38$5.00K0.00%+18+90.0%Added
Surevest, LLC38$5.00K0.00%+38New
Professional Financial Advisors, LLC46$6.00K0.00%−8,651−99.5%Reduced
BDO Wealth Advisors, LLC44$6.00K0.00%00.0%Unchanged
O'Dell Group, LLC40$6.00K0.00%00.0%Unchanged
Gleason Group, Inc.40$6.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB40$6.00K0.00%+40New
Ancora Advisors, LLC46$6.00K0.00%+46New
Estabrook Capital Management45$6.32K0.00%+45New
Sutton Wealth Advisors Inc.49$6.88K0.00%+6+14.0%Added
Dark Forest Capital Management LP50$7.00K0.00%−834−94.3%Reduced
Exchange Traded Concepts, LLC48$7.00K0.00%−128−72.7%Reduced
Optimum Investment Advisors52$7.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.50$7.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.48$7.00K0.00%+11+29.7%Added
Aquire Wealth Advisors, LLC49$7.00K0.00%+49New
IAG Wealth Partners, LLC50$7.00K0.00%+50New
Private Capital Group, LLC60$8.00K0.00%−99−62.3%Reduced
First Bank & Trust54$8.00K0.00%−88−62.0%Reduced
First Horizon Advisors, Inc.61$8.00K0.00%−7−10.3%Reduced
Aspire Private Capital, LLC59$8.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC60$8.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC55$8.00K0.00%+20+57.1%Added
Amplius Wealth Advisors, LLC61$8.00K0.00%+61New
Quent Capital, LLC60$8.00K0.00%+60New
Ellevest, Inc.68$10.0K0.00%−197−74.3%Reduced
Ellis Investment Partners, LLC75$10.0K0.00%−93−55.4%Reduced
Jones Financial Companies LLLP69$10.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC84$11.0K0.00%−16,149−99.5%Reduced
TCTC Holdings, LLC75$11.0K0.00%00.0%Unchanged
MV Capital Management, Inc.79$11.0K0.00%+53+203.8%Added
Tarbox Family Office, Inc.84$12.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc95$13.0K0.00%00.0%Unchanged
Bogart Wealth, LLC93$13.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC91$13.0K0.00%00.0%Unchanged
1832 Asset Management L.P.100$14.0K0.00%−238,927−100.0%Reduced
TSFG, LLC100$14.0K0.00%−121−54.8%Reduced
Creative Financial Designs Inc100$14.0K0.00%−85−45.9%Reduced
Loomis Sayles & Co L P103$14.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$14.0K0.01%00.0%Unchanged
Front Row Advisors LLC100$14.0K0.01%00.0%Unchanged
Manchester Capital Management LLC100$14.0K0.00%+100New
Mantle Ridge LP100$14.0K0.01%+100New
Dixon Hughes Goodman Wealth Advisors LLC100$14.0K0.00%+100New
City State Bank100$14.0K0.01%+100New
Brown, Lisle/Cummings, Inc.100$14.1K0.01%+100New
Providence Capital Advisors, LLC104$15.0K0.00%−40,500−99.7%Reduced
Sittner & Nelson, LLC117$16.0K0.01%00.0%Unchanged
Ahrens Investment Partners LLC116$16.0K0.01%+116New
Catalyst Capital Advisors LLC124$17.0K0.00%−11−8.1%Reduced
Wagner Wealth Management, LLC118$17.0K0.01%00.0%Unchanged
Howe & Rusling Inc122$17.0K0.00%00.0%Unchanged
Horan Securities, Inc.124$17.0K0.01%+124New
Delos Wealth Advisors, LLC118$17.0K0.02%+118New
Farmers & Merchants Investments Inc125$18.0K0.00%00.0%Unchanged
AlphaMark Advisors, LLC125$18.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC125$18.0K0.00%−3−2.3%Reduced
Trust Co of Vermont125$18.0K0.00%+125New
Plante Moran Financial Advisors, LLC127$18.0K0.00%+127New
SJS Investment Consulting Inc.131$18.0K0.01%+131New
Zullo Investment Group, Inc.128$18.0K0.01%+128New
TCI Wealth Advisors, Inc.135$19.0K0.00%+85+170.0%Added
Dividend Assets Capital, LLC150$21.0K0.00%00.0%Unchanged
Cordasco Financial Network147$21.0K0.01%00.0%Unchanged