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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 2022

Institutional positions in Dollar Tree, Inc. as of Dec 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
825
+24 vs. Q3 2022
Shares held
219.5M
+999.0K (+0.5%) vs. Q3 2022
Total value
$31.1B
+$1.27B (+4.3%) vs. Q3 2022
New holders
106
268 more added
Sold out
82
305 more reduced

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 825 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 2022: $31.1B
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 2022

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q3 2022.

Institutions holding DLTR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%−17−94.4%Reduced
Avion Wealth7$00.00%00.0%Unchanged
First Command Advisory Services, Inc.24$00.00%+24New
WestEnd Advisors, LLC1$1410.00%00.0%Unchanged
Lee Financial Co2$2830.00%00.0%Unchanged
Tortoise Investment Management, LLC2$2830.00%+2New
Trifecta Capital Advisors, LLC3$4240.00%+3New
West Paces Advisors Inc.5$7070.00%00.0%Unchanged
Piershale Financial Group, Inc.5$7070.00%+5New
Ten Capital Wealth Advisors, LLC5$7070.00%+5New
Clearview Wealth Advisors LLC5$7070.00%+5New
Stonebridge Capital Advisors LLC6$8490.00%00.0%Unchanged
EWG Elevate Inc.6$8490.00%+6New
Freedom Wealth Alliance, LLC6$8490.00%+6New
True Wealth Design, LLC6$8490.00%+6New
Valley National Advisers Inc8$1.00K0.00%00.0%Unchanged
Penserra Capital Management LLC12$1.00K0.00%+12New
Carmichael Hill & Associates, Inc.8$1.13K0.00%00.0%Unchanged
JJJ Advisors Inc.8$1.17K0.00%00.0%Unchanged
My Personal CFO, LLC9$1.27K0.00%+9New
SRS Capital Advisors, Inc.11$1.56K0.00%00.0%Unchanged
FNY Investment Advisers, LLC16$2.00K0.00%−126−88.7%Reduced
Kelly Financial Services LLC18$2.55K0.00%00.0%Unchanged
Country Trust Bank20$2.83K0.00%−180−90.0%Reduced
Rocky Mountain Advisers, LLC22$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$3.00K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.22$3.11K0.00%00.0%Unchanged
Disciplined Investments, LLC23$3.25K0.00%00.0%Unchanged
Eagle Bay Advisors LLC24$3.40K0.00%00.0%Unchanged
Gradient Investments LLC26$3.68K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.28$4.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC30$4.00K0.00%00.0%Unchanged
Horizons Wealth Management31$4.00K0.00%00.0%Unchanged
Park Place Capital Corp25$4.00K0.00%+25New
Larson Financial Group LLC30$4.24K0.00%00.0%Unchanged
SJS Investment Consulting Inc.31$4.38K0.00%+2+6.9%Added
Heritage Wealth Management, LLC32$4.53K0.00%+32New
Fiduciary Alliance LLC32$4.53K0.00%+32New
TD Ameritrade Investment Management, LLC33$5.00K0.00%−23−41.1%Reduced
Baystate Wealth Management LLC35$5.00K0.00%00.0%Unchanged
Comerica Securities,inc.36$5.09K0.00%+36New
Laurel Wealth Advisors LLC37$5.23K0.00%00.0%Unchanged
Bell Investment Advisors, Inc38$5.38K0.00%+10+35.7%Added
Moisand Fitzgerald Tamayo, LLC39$5.52K0.00%+12+44.4%Added
Gleason Group, Inc.40$5.66K0.00%00.0%Unchanged
Bartlett & Co. LLC44$6.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC44$6.22K0.00%00.0%Unchanged
Raffa Wealth Management, LLC44$6.22K0.00%+18+69.2%Added
Estabrook Capital Management45$6.37K0.00%00.0%Unchanged
RFP Financial Group LLC47$6.65K0.00%+47New
HighMark Wealth Management LLC48$6.79K0.01%+5+11.6%Added
Brown Brothers Harriman & Co49$6.93K0.00%−445−90.1%Reduced
AdvisorNet Financial, Inc49$6.93K0.00%+38+345.5%Added
Ancora Advisors, LLC48$7.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc52$7.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.50$7.00K0.00%00.0%Unchanged
Corrado Advisors, LLC50$7.07K0.00%+50New
Sutton Wealth Advisors Inc.53$7.50K0.00%00.0%Unchanged
Aspire Private Capital, LLC59$8.35K0.00%00.0%Unchanged
Quent Capital, LLC60$8.49K0.00%00.0%Unchanged
Financial Management Professionals, Inc.65$9.00K0.00%+17+35.4%Added
Schubert & Co66$9.34K0.01%+22+50.0%Added
Sandy Spring Bank70$9.90K0.00%00.0%Unchanged
TCTC Holdings, LLC75$10.6K0.00%00.0%Unchanged
AXS Investments LLC82$11.6K0.00%+82New
Tucker Asset Management LLC84$12.0K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.90$13.0K0.01%00.0%Unchanged
Front Row Advisors LLC100$14.0K0.01%00.0%Unchanged
TSFG, LLC100$14.0K0.01%00.0%Unchanged
City State Bank100$14.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P102$14.0K0.00%+91+827.3%Added
Manchester Capital Management LLC100$14.1K0.00%00.0%Unchanged
MCF Advisors LLC100$14.1K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$14.1K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.100$14.1K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC100$14.1K0.01%+100New
Farther Finance Advisors, LLC103$14.6K0.01%+103New
Leelyn Smith, LLC105$14.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB104$15.0K0.00%−4−3.7%Reduced
Covestor Ltd106$15.0K0.01%−1−0.9%Reduced
Hexagon Capital Partners LLC113$16.0K0.00%−3−2.6%Reduced
BerganKDV Wealth Management, LLC113$16.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.112$16.0K0.00%+88+366.7%Added
BDO Wealth Advisors, LLC114$16.1K0.00%00.0%Unchanged
Bogart Wealth, LLC116$16.4K0.00%+23+24.7%Added
Sittner & Nelson, LLC117$16.5K0.01%00.0%Unchanged
MV Capital Management, Inc.119$16.8K0.00%+7+6.3%Added
Accurate Wealth Management, LLC117$17.1K0.01%+117New
Horan Securities, Inc.124$17.5K0.01%00.0%Unchanged
Abound Wealth Management125$17.7K0.01%+17+15.7%Added
AlphaMark Advisors, LLC125$18.0K0.01%00.0%Unchanged
Zullo Investment Group, Inc.128$18.1K0.01%00.0%Unchanged
Avestar Capital, LLC143$20.2K0.00%+143New
Prestige Wealth Management Group LLC144$20.4K0.01%−37−20.4%Reduced
Farmers & Merchants Investments Inc153$21.6K0.00%00.0%Unchanged
Centerpoint Advisors, LLC158$22.0K0.01%+158New
Exchange Traded Concepts, LLC156$22.1K0.00%−1,966−92.6%Reduced
Cambridge Trust Co165$23.0K0.00%−5−2.9%Reduced
Trustcore Financial Services, LLC164$23.2K0.00%+73+80.2%Added
Castleview Partners, LLC165$23.3K0.02%+80+94.1%Added