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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 2022

Institutional positions in Dollar Tree, Inc. as of Jun 30, 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
837
+32 vs. Q1 2022
Shares held
215.3M
−2.39M (−1.1%) vs. Q1 2022
Total value
$33.6B
−$1.24B (−3.6%) vs. Q1 2022
New holders
112
279 more added
Sold out
80
323 more reduced

13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 837 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 2022: $33.6B
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 2022

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2022.

Institutions holding DLTR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Mirabella Financial Services LLP1,920$299.0K0.03%+1,920New
Keel Point, LLC1,795$298.0K0.05%−128−6.7%Reduced
Vestmark Advisory Solutions, Inc.1,895$295.0K0.02%−104−5.2%Reduced
Jackson Square Capital, LLC1,894$295.0K0.12%+207+12.3%Added
Crewe Advisors LLC1,889$294.0K0.06%+255+15.6%Added
Texas Yale Capital Corp.1,865$291.0K0.02%+350+23.1%Added
Summit Global Investments1,849$288.0K0.03%−11,544−86.2%Reduced
Meeder Asset Management Inc1,809$282.0K0.02%+337+22.9%Added
Meridian Wealth Management, LLC1,804$281.0K0.02%+354+24.4%Added
Transamerica Financial Advisors, Inc.1,772$277.0K0.04%+1,772New
Conning Inc.1,767$275.0K0.01%−12−0.7%Reduced
Pluribus Labs, LLC1,761$274.0K0.50%+1,761New
Evermay Wealth Management LLC1,750$273.0K0.05%−25−1.4%Reduced
KB Financial Partners, LLC1,728$269.0K0.09%−189−9.9%Reduced
LexAurum Advisors, LLC1,710$267.0K0.10%+4+0.2%Added
Fairhaven Wealth Management, LLC1,707$266.0K0.12%+1,707New
MAI Capital Management1,694$264.0K0.01%−179−9.6%Reduced
Byrne Asset Management LLC1,695$264.0K0.19%−160−8.6%Reduced
Franklin Street Advisors Inc1,696$264.0K0.02%00.0%Unchanged
Eqis Capital Management, Inc.1,675$261.1K0.03%−73−4.2%Reduced
Evercore Wealth Management, LLC1,675$261.0K0.01%00.0%Unchanged
Wealthspire Advisors, LLC1,653$258.0K0.01%+1,653New
Annandale Capital, LLC1,650$257.0K0.10%00.0%Unchanged
HighPoint Advisor Group LLC1,540$255.0K0.03%+1,540New
Washington Trust Advisors, Inc.1,607$250.0K0.02%+275+20.6%Added
Laidlaw Wealth Management LLC1,597$249.0K0.05%−400−20.0%Reduced
Patriot Financial Group Insurance Agency, LLC1,597$249.0K0.05%+215+15.6%Added
Echo Street Capital Management LLC1,597$249.0K0.00%+1,597New
United Capital Financial Advisers, LLC1,594$248.0K0.00%+135+9.3%Added
Harvest Investment Services, LLC1,596$248.0K0.19%+1,596New
M Holdings Securities, Inc.1,587$247.0K0.03%−141−8.2%Reduced
Fiduciary Group LLC1,485$246.0K0.03%00.0%Unchanged
Sentry Investment Management LLC1,538$240.0K0.11%−299−16.3%Reduced
Capital Planning Advisors, LLC1,541$240.0K0.06%−30−1.9%Reduced
Bollard Group LLC1,538$240.0K0.01%00.0%Unchanged
Parallel Advisors, LLC1,539$240.0K0.01%+676+78.3%Added
Smithfield Trust Co1,533$239.0K0.02%−1,430−48.3%Reduced
Glen Eagle Advisors, LLC1,528$238.1K0.06%+163+11.9%Added
Aries Wealth Management1,527$238.0K0.11%+1,527New
Evergreen Capital Management LLC1,520$237.0K0.01%−198−11.5%Reduced
Wilkinson Global Asset Management LLC1,502$234.0K0.02%+1,502New
Private Trust Co NA1,495$233.0K0.04%+6+0.4%Added
Winton Group Ltd1,477$230.0K0.01%−5,754−79.6%Reduced
Pitcairn Co1,477$230.0K0.02%+61+4.3%Added
Johnson Financial Group, Inc.1,468$229.0K0.02%−400−21.4%Reduced
Dynamic Advisor Solutions LLC1,456$227.0K0.02%−20−1.4%Reduced
RiverTree Advisors, LLC1,447$226.0K0.18%+1,447New
55I, LLC1,437$224.0K0.01%+1,437New
Livforsakringsbolaget Skandia, Omsesidigt1,412$220.0K0.02%−800−36.2%Reduced
Ballentine Partners, LLC1,403$219.0K0.01%−454−24.4%Reduced
Douglass Winthrop Advisors, LLC1,400$218.0K0.01%00.0%Unchanged
Spire Wealth Management1,388$216.0K0.01%+483+53.4%Added
MQS Management LLC1,378$215.0K0.15%+1,378New
Oliver Luxxe Assets LLC1,358$212.0K0.06%+1,358New
Pinnacle Wealth Planning Services, Inc.1,355$211.0K0.04%+1+0.1%Added
AIA Group Ltd1,344$209.0K0.01%+928+223.1%Added
Avantax Advisory Services, Inc.1,336$208.0K0.00%−145−9.8%Reduced
West Michigan Advisors, LLC1,313$205.0K0.18%−236−15.2%Reduced
Global Strategic Investment Solutions, LLC1,311$204.0K0.01%−1,839−58.4%Reduced
Sawtooth Solutions, LLC1,306$204.0K0.03%−82−5.9%Reduced
Beaumont Financial Partners, LLC1,298$202.0K0.02%+4+0.3%Added
Clarius Group, LLC1,288$201.0K0.02%+1,288New
Stratos Wealth Advisors, LLC1,291$201.0K0.02%+1,291New
IFP Advisors, Inc3,429$186.0K0.01%−1,359−28.4%Reduced
State of Wyoming1,175$183.0K0.11%+724+160.5%Added
Pflug Koory, LLC1,157$180.0K0.10%−90−7.2%Reduced
Venture Visionary Partners LLC1,141$177.8K0.01%+1,141New
Leonteq Securities AG1,110$173.0K0.01%−109−8.9%Reduced
Concord Wealth Partners1,045$163.0K0.04%−24−2.2%Reduced
Essex Investment Management Co LLC1,027$160.0K0.03%−1,503−59.4%Reduced
Central Trust Co995$155.0K0.01%+497+99.8%Added
Key Financial Inc920$144.0K0.08%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.866$135.0K0.02%00.0%Unchanged
Belpointe Asset Management LLC861$134.0K0.01%−69−7.4%Reduced
NuWave Investment Management, LLC854$133.0K0.18%+854New
Bank Julius Baer & Co. Ltd, Zurich837$130.0K0.00%−249−22.9%Reduced
Centaurus Financial, Inc.817$127.0K0.01%+817New
Geneos Wealth Management Inc.782$122.0K0.01%−260−25.0%Reduced
Rosenberg Matthew Hamilton761$119.0K0.04%00.0%Unchanged
Alaska Permanent Fund Corp751$117.0K0.00%−533−41.5%Reduced
Heritage Financial Services, LLC750$116.0K0.06%+750New
James Investment Research Inc730$114.0K0.02%00.0%Unchanged
Carolinas Wealth Consulting LLC732$114.0K0.03%+215+41.6%Added
CX Institutional713$111.0K0.01%+713New
First Manhattan Co700$109.0K0.00%00.0%Unchanged
ICICI Prudential Asset Management Co Ltd669$105.0K0.02%+23+3.6%Added
First Command Bank600$94.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.600$94.0K0.01%00.0%Unchanged
Fairfield, Bush & Co.540$84.0K0.05%+540New
JFS Wealth Advisors, LLC531$83.0K0.01%−12−2.2%Reduced
Column Capital Advisors, LLC532$83.0K0.02%00.0%Unchanged
Advisors Asset Management, Inc.530$83.0K0.00%+530New
C M Bidwell & Associates Ltd517$81.0K0.06%−339−39.6%Reduced
Atticus Wealth Management, LLC522$81.0K0.03%+522New
North Star Investment Management Corp.510$79.0K0.01%−200−28.2%Reduced
Global Financial Private Client, LLC500$78.1K0.04%+500New
Clearstead Advisors, LLC496$77.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC497$77.0K0.01%+8+1.6%Added
Riverview Trust Co489$76.0K0.07%00.0%Unchanged
Assetmark, Inc479$75.0K0.00%00.0%Unchanged