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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, Q3 2022

Institutional positions in Dollar Tree, Inc. as of Sep 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
815
−12 vs. Q2 2022
Shares held
219.7M
+4.62M (+2.1%) vs. Q2 2022
Total value
$30.0B
−$3.62B (−10.8%) vs. Q2 2022
New holders
79
245 more added
Sold out
91
352 more reduced

10 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 815 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 heldQ3 2022: $30.0B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q2 2022.

Institutions holding DLTR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc23,793,878$3.24B0.10%−344,926−1.4%Reduced
Capital World Investors17,874,054$2.43B0.55%+7,602,775+74.0%Added
BlackRock Inc.16,745,522$2.28B0.08%−166,869−1.0%Reduced
Mantle Ridge LP11,365,531$1.55B94.83%00.0%Unchanged
FMR LLC10,629,307$1.45B0.15%+209,623+2.0%Added
State Street Corp8,595,018$1.17B0.07%−245,048−2.8%Reduced
Nomura Holdings Inc7,485,518$1.02B10.02%−178,588−2.3%Reduced
EdgePoint Investment Group Inc.4,574,068$622.5M6.97%−618,887−11.9%Reduced
Geode Capital Management, LLC4,446,851$604.5M0.09%−119,541−2.6%Reduced
T. Rowe Price Investment Management, Inc.4,037,063$549.4M0.44%+4,037,063New
Capital International Investors3,850,870$524.1M0.15%+178,016+4.8%Added
Winslow Capital Management, LLC3,787,154$515.4M3.02%+259,435+7.4%Added
Canada Pension Plan Investment Board3,415,512$464.9M0.79%−226,100−6.2%Reduced
Massachusetts Financial Services Co3,356,714$456.8M0.17%−83,529−2.4%Reduced
Macquarie Group Ltd3,071,197$418.0M0.51%−97,645−3.1%Reduced
Bank of America Corp2,563,866$348.9M0.05%−77,252−2.9%Reduced
Wellington Management Group LLP2,507,244$341.2M0.07%+1,350,003+116.7%Added
Northern Trust Corp2,377,982$323.6M0.07%−86,188−3.5%Reduced
Franklin Resources Inc2,345,519$319.2M0.17%−820,860−25.9%Reduced
Morgan Stanley2,237,987$304.6M0.04%+198,224+9.7%Added
Fiduciary Management Inc2,183,462$297.2M3.13%−101,105−4.4%Reduced
Dimensional Fund Advisors LP2,162,226$294.3M0.11%−136,537−5.9%Reduced
Royal Bank of Canada2,005,940$273.0M0.09%−81,105−3.9%Reduced
Bank of New York Mellon Corp1,978,799$269.3M0.07%−302,950−13.3%Reduced
Amundi1,840,354$262.7M0.16%+1,572,044+585.9%Added
Norges Bank1,860,149$253.2M0.07%−262,013−12.3%Reduced
American Century Companies Inc1,724,742$234.7M0.21%−88,793−4.9%Reduced
Lazard Asset Management LLC1,722,907$234.5M0.34%−120,211−6.5%Reduced
Goldman Sachs Group Inc1,665,111$226.6M0.07%+760,931+84.2%Added
Legal & General Group Plc1,640,283$223.2M0.09%−95,228−5.5%Reduced
UBS Asset Management Americas Inc1,587,301$216.0M0.12%−183,115−10.3%Reduced
Primecap Management Co1,542,015$209.9M0.20%+6,600+0.4%Added
Burgundy Asset Management Ltd.1,507,129$205.1M2.86%−125,542−7.7%Reduced
London Co of Virginia1,423,511$193.7M1.23%−7,230−0.5%Reduced
Assenagon Asset Management S.A.1,409,680$191.9M0.82%+1,026,482+267.9%Added
Capital Research Global Investors1,218,154$165.8M0.05%+2400.0%Added
Toronto Dominion Bank1,169,168$159.1M0.28%+330,092+39.3%Added
Adage Capital Partners GP, L.L.C.1,159,714$157.8M0.39%−806,524−41.0%Reduced
Invesco Ltd.1,133,192$154.2M0.05%−883,676−43.8%Reduced
FIL Ltd1,126,759$153.4M0.20%−16,699−1.5%Reduced
Eaton Vance Management1,122,174$152.7M0.23%+363,982+48.0%Added
Charles Schwab Investment Management Inc1,108,110$150.8M0.05%−44,933−3.9%Reduced
Madison Asset Management, LLC1,098,843$149.6M2.52%−7,777−0.7%Reduced
Swiss National Bank973,140$132.4M0.09%−2,500−0.3%Reduced
Price T Rowe Associates Inc943,245$128.4M0.02%−2,541,399−72.9%Reduced
Nuveen Asset Management, LLC851,821$115.9M0.05%−52,586−5.8%Reduced
Bank of Montreal642,917$108.2M0.08%−11,771−1.8%Reduced
Intermede Investment Partners Ltd786,386$107.0M3.00%+57,690+7.9%Added
Wells Fargo & Company773,249$105.2M0.04%−158,692−17.0%Reduced
Sculptor Capital LP743,494$101.2M1.31%+743,494New
APG Asset Management N.V.723,376$100.5M0.26%−100,989−12.3%Reduced
Alyeska Investment Group, L.P.724,958$98.7M1.16%+81,441+12.7%Added
Deutsche Bank AG713,696$97.1M0.06%−114,685−13.8%Reduced
Arrowstreet Capital, Limited Partnership707,653$96.3M0.14%+223,029+46.0%Added
Sumitomo Mitsui Trust Holdings, Inc.690,305$94.0M0.08%−3,045−0.4%Reduced
Janus Henderson Group PLC675,823$92.0M0.07%+559+0.1%Added
Natixis662,569$90.2M0.43%+499,244+305.7%Added
California Public Employees Retirement System660,765$89.9M0.08%−59,821−8.3%Reduced
Barclays PLC658,409$89.6M0.10%+178,570+37.2%Added
SEI Investments Co658,241$89.6M0.20%+50,142+8.2%Added
Bridgewater Associates, LP627,953$85.5M0.43%−10,072−1.6%Reduced
Kovitz Investment Group Partners, LLC586,890$79.9M1.87%+7,333+1.3%Added
Victory Capital Management Inc579,739$78.9M0.09%+115,434+24.9%Added
Manning & Napier Group, LLC579,353$78.8M1.03%−12,767−2.2%Reduced
Neuberger Berman Group LLC552,066$75.1M0.08%+122,552+28.5%Added
Rivulet Capital, LLC544,203$74.1M4.54%−141,503−20.6%Reduced
ING Groep NV519,498$70.7M1.18%−41,062−7.3%Reduced
National Pension Service516,413$70.7M0.15%+26,391+5.4%Added
Ameriprise Financial Inc514,200$70.0M0.03%−82,512−13.8%Reduced
Federated Hermes, Inc.476,189$64.8M0.19%+399,696+522.5%Added
Thompson Siegel & Walmsley LLC460,048$62.6M1.08%+44,467+10.7%Added
Brahman Capital Corp.449,500$61.2M8.66%+198,829+79.3%Added
Zurich Insurance Group Ltd437,199$59.5M0.93%+112,980+34.8%Added
National Bank of Canada423,705$58.0M0.34%−728,982−63.2%Reduced
Personal Capital Advisors Corp404,495$55.1M0.30%+10,082+2.6%Added
Credit Suisse AG402,045$54.7M0.06%+104,238+35.0%Added
Caisse de Depot Et Placement du Quebec402,001$54.7M0.16%−10,605−2.6%Reduced
Artisan Partners Limited Partnership397,691$54.1M0.10%−31,783−7.4%Reduced
Rhumbline Advisers395,575$53.8M0.08%+5,507+1.4%Added
Marathon Asset Mgmt Ltd392,801$53.5M1.59%−326,325−45.4%Reduced
Equity Investment Corp390,864$53.2M2.04%+23,516+6.4%Added
TD Asset Management Inc385,803$52.8M0.07%+111,360+40.6%Added
Russell Investments Group, Ltd.367,783$50.1M0.11%+37,240+11.3%Added
California State Teachers Retirement System367,414$50.0M0.08%−4,334−1.2%Reduced
Susquehanna International Group, LLP359,607$48.9M0.10%+158,034+78.4%Added
UBS Group AG353,538$48.1M0.03%−96,632−21.5%Reduced
Stephens Investment Management Group LLC350,148$47.7M0.90%−55,497−13.7%Reduced
BNP Paribas Arbitrage, SA343,893$46.8M0.12%+255,071+287.2%Added
HSBC Holdings PLC338,185$46.3M0.08%+58,018+20.7%Added
Voloridge Investment Management, LLC306,979$41.8M0.23%−149,381−32.7%Reduced
The PNC Financial Services Group, Inc.297,575$40.5M0.04%−4,159−1.4%Reduced
Alliancebernstein L.P.279,505$38.0M0.02%−11,824−4.1%Reduced
Storebrand Asset Management AS275,104$37.4M0.23%+38,704+16.4%Added
Principal Financial Group Inc271,440$36.9M0.03%−128,459−32.1%Reduced
State Board of Administration of Florida Retirement System270,940$36.9M0.09%−3,300−1.2%Reduced
JPMorgan Chase & Co238,336$32.4M0.01%−41,290−14.8%Reduced
Poplar Forest Capital LLC238,317$32.4M4.13%+233+0.1%Added
New York State Teachers Retirement System237,634$32.3M0.08%−9,158−3.7%Reduced
Ironvine Capital Partners, LLC235,615$32.1M4.30%+1,078+0.5%Added
Mackenzie Financial Corp233,094$31.7M0.05%+33,870+17.0%Added