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 2022
Institutional positions in Dollar Tree, Inc. as of Mar 31, 2022. 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
- 818
- +30 vs. Q4 2021
- Shares held
- 218.7M
- −3.82M (−1.7%) vs. Q4 2021
- Total value
- $35.0B
- +$3.77B (+12.1%) vs. Q4 2021
- New holders
- 116
- 249 more added
- Sold out
- 86
- 316 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 867 | $23.6B |
| Q1 2026 | 858 | $22.7B |
| Q4 2025 | 836 | $26.0B |
| Q3 2025 | 777 | $21.2B |
| Q2 2025 | 767 | $21.0B |
| Q1 2025 | 715 | $16.6B |
| Q4 2024 | 713 | $16.1B |
| Q3 2024 | 689 | $14.6B |
| Q2 2024 | 754 | $22.7B |
| Q1 2024 | 770 | $28.6B |
| Q4 2023 | 772 | $31.3B |
| Q3 2023 | 731 | $22.7B |
| Q2 2023 | 766 | $31.2B |
| Q1 2023 | 802 | $31.8B |
| Q4 2022 | 825 | $31.1B |
| Q3 2022 | 815 | $30.0B |
| Q2 2022 | 837 | $33.6B |
| Q1 2022 | 818 | $35.0B |
| Q4 2021 | 797 | $31.2B |
| Q3 2021 | 699 | $19.3B |
| Q2 2021 | 731 | $20.5B |
| Q1 2021 | 753 | $24.3B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | – | $160 | 0.00% | – | – |
| Exane Derivatives | 6 | $961 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| Your Advocates Ltd., LLP | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Hudock, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 13 | $2.00K | 0.00% | −1−7.1% | Reduced |
| HM Payson & Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Kelly Financial Services LLC | 18 | $2.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $3.00K | 0.00% | +13+260.0% | Added |
| SRS Capital Advisors, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 18 | $3.00K | 0.00% | +18 | New |
| Ci Investments Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $4.00K | 0.00% | +3+12.5% | Added |
| Disciplined Investments, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 26 | $4.16K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 31 | $4.96K | 0.00% | +31 | New |
| Private Capital Group, LLC | 30 | $5.00K | 0.00% | −30−50.0% | Reduced |
| Surevest, LLC | 32 | $5.00K | 0.00% | −6−15.8% | Reduced |
| Larson Financial Group LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33 | $5.00K | 0.00% | +33 | New |
| Rockbridge Investment Management, LCC | 35 | $5.58K | 0.00% | −625−94.7% | Reduced |
| Ellevest, Inc. | 36 | $6.00K | 0.00% | −32−47.1% | Reduced |
| Ancora Advisors, LLC | 40 | $6.00K | 0.00% | −6−13.0% | Reduced |
| O'Dell Group, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 40 | $6.00K | 0.00% | +40 | New |
| IndexIQ Advisors LLC | 35 | $6.00K | 0.00% | +35 | New |
| Tarbox Family Office, Inc. | 44 | $7.00K | 0.00% | −40−47.6% | Reduced |
| First Horizon Advisors, Inc. | 48 | $7.00K | 0.00% | −13−21.3% | Reduced |
| Professional Financial Advisors, LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 44 | $7.00K | 0.00% | +44 | New |
| Bartlett & Co. Wealth Management LLC | 44 | $7.05K | 0.00% | +44 | New |
| Estabrook Capital Management | 45 | $7.21K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 47 | $8.00K | 0.00% | +47 | New |
| Sutton Wealth Advisors Inc. | 53 | $8.49K | 0.00% | +4+8.2% | Added |
| First Bank & Trust | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 59 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 59 | $9.00K | 0.00% | +32+118.5% | Added |
| Brown Brothers Harriman & Co | 54 | $9.00K | 0.00% | +51+1,700.0% | Added |
| Gradient Investments LLC | 60 | $10.0K | 0.00% | −74,336−99.9% | Reduced |
| TCWP LLC | 66 | $10.0K | 0.00% | +66 | New |
| Loomis Sayles & Co L P | 76 | $12.0K | 0.00% | −27−26.2% | Reduced |
| TCTC Holdings, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 84 | $13.0K | 0.00% | +78+1,300.0% | Added |
| Tucker Asset Management LLC | 84 | $13.5K | 0.00% | +84 | New |
| MV Capital Management, Inc. | 87 | $14.0K | 0.00% | +8+10.1% | Added |
| Hazlett, Burt & Watson, Inc. | 90 | $14.0K | 0.01% | +90 | New |
| Plante Moran Financial Advisors, LLC | 94 | $15.0K | 0.00% | −33−26.0% | Reduced |
| Roble, Belko & Company, Inc | 95 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 93 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 91 | $15.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $15.0K | 0.00% | +55+137.5% | Added |
| Sandy Spring Bank | 98 | $16.0K | 0.00% | −100−50.5% | Reduced |
| Creative Financial Designs Inc | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 97 | $16.0K | 0.00% | +37+61.7% | Added |
| MCF Advisors LLC | 100 | $16.0K | 0.00% | +100 | New |
| Seaport Global Advisors, LLC | 99 | $16.0K | 0.05% | +99 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 109 | $17.0K | 0.00% | +54+98.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 105 | $17.0K | 0.01% | +105 | New |
| BDO Wealth Advisors, LLC | 114 | $18.0K | 0.00% | +70+159.1% | Added |
| Sittner & Nelson, LLC | 117 | $19.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $20.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 125 | $20.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 125 | $20.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 128 | $20.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 122 | $20.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 124 | $20.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 137 | $22.0K | 0.00% | +2+1.5% | Added |
| SJS Investment Consulting Inc. | 136 | $22.0K | 0.01% | +5+3.8% | Added |
| Dividend Assets Capital, LLC | 150 | $24.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 151 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 147 | $24.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 155 | $25.0K | 0.00% | +31+25.0% | Added |
| WR Wealth Planners, LLC | 178 | $28.5K | 0.02% | +178 | New |
| Cambridge Trust Co | 184 | $29.0K | 0.00% | −128−41.0% | Reduced |
| Prestige Wealth Management Group LLC | 181 | $29.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 190 | $30.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 186 | $30.0K | 0.02% | 00.0% | Unchanged |