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 |
|---|---|---|---|---|---|
| Freedman Financial Associates, Inc. | 313 | $49.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $48.0K | 0.04% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 259 | $41.0K | 0.02% | −39−13.1% | Reduced |
| Glassman Wealth Services | 250 | $40.0K | 0.01% | +37+17.4% | Added |
| Core Alternative Capital | 247 | $40.0K | 0.01% | +247 | New |
| CVA Family Office, LLC | 235 | $38.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 223 | $36.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 226 | $36.0K | 0.00% | +10+4.6% | Added |
| Exchange Traded Concepts, LLC | 227 | $36.0K | 0.00% | +179+372.9% | Added |
| Fortitude Advisory Group L.L.C. | 217 | $35.0K | 0.02% | −200−48.0% | Reduced |
| Allworth Financial LP | 217 | $35.0K | 0.00% | +20+10.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 215 | $34.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 203 | $33.0K | 0.01% | +99+95.2% | Added |
| Adirondack Trust Co | 200 | $32.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 200 | $32.0K | 0.06% | +200 | New |
| Parallax Volatility Advisers, L.P. | 193 | $31.0K | 0.00% | −10,854−98.3% | Reduced |
| Lindbrook Capital, LLC | 191 | $31.0K | 0.00% | −2−1.0% | Reduced |
| 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 |
| 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 |
| WR Wealth Planners, LLC | 178 | $28.5K | 0.02% | +178 | New |
| Catalyst Capital Advisors LLC | 155 | $25.0K | 0.00% | +31+25.0% | 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 |
| 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 |
| 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 |
| Sittner & Nelson, LLC | 117 | $19.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 114 | $18.0K | 0.00% | +70+159.1% | Added |
| 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 |
| Brown, Lisle/Cummings, Inc. | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| MV Capital Management, Inc. | 87 | $14.0K | 0.00% | +8+10.1% | Added |
| Hazlett, Burt & Watson, Inc. | 90 | $14.0K | 0.01% | +90 | New |
| Tucker Asset Management LLC | 84 | $13.5K | 0.00% | +84 | New |
| Harel Insurance Investments & Financial Services Ltd. | 84 | $13.0K | 0.00% | +78+1,300.0% | Added |
| 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 |
| Gradient Investments LLC | 60 | $10.0K | 0.00% | −74,336−99.9% | Reduced |
| TCWP LLC | 66 | $10.0K | 0.00% | +66 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 53 | $8.49K | 0.00% | +4+8.2% | Added |
| 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 |
| Estabrook Capital Management | 45 | $7.21K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 44 | $7.05K | 0.00% | +44 | 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 |
| 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 |
| Rockbridge Investment Management, LCC | 35 | $5.58K | 0.00% | −625−94.7% | Reduced |
| 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 |
| Atlas Capital Advisors LLC | 31 | $4.96K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 26 | $4.16K | 0.00% | 00.0% | Unchanged |
| 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 |