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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 269 | $38.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 259 | $37.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 256 | $36.2K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 249 | $35.2K | 0.00% | +15+6.4% | Added |
| Parkside Financial Bank & Trust | 237 | $33.5K | 0.01% | +32+15.6% | Added |
| Whittier Trust Co | 233 | $33.0K | 0.00% | −10−4.1% | Reduced |
| CVA Family Office, LLC | 230 | $32.5K | 0.01% | −15−6.1% | Reduced |
| Lindbrook Capital, LLC | 228 | $32.2K | 0.00% | −30−11.6% | Reduced |
| Missouri Trust & Investment Co | 223 | $32.0K | 0.02% | −14−5.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 216 | $30.6K | 0.00% | −94−30.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 216 | $30.6K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 215 | $30.4K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 200 | $28.3K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 200 | $28.3K | 0.02% | +200 | New |
| Providence Capital Advisors, LLC | 198 | $28.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 198 | $28.0K | 0.01% | +198 | New |
| American National Bank | 201 | $28.0K | 0.01% | +181+905.0% | Added |
| ICA Group Wealth Management, LLC | 185 | $27.3K | 0.01% | +185 | New |
| First National Bank of South Miami | 190 | $27.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 186 | $26.3K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 180 | $25.0K | 0.00% | +2+1.1% | Added |
| First Horizon Advisors, Inc. | 174 | $24.6K | 0.00% | +8+4.8% | Added |
| Catalyst Capital Advisors LLC | 173 | $24.5K | 0.00% | −6−3.4% | Reduced |
| Dividend Assets Capital, LLC | 168 | $24.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 165 | $23.3K | 0.02% | +80+94.1% | Added |
| Trustcore Financial Services, LLC | 164 | $23.2K | 0.00% | +73+80.2% | Added |
| Cambridge Trust Co | 165 | $23.0K | 0.00% | −5−2.9% | Reduced |
| Exchange Traded Concepts, LLC | 156 | $22.1K | 0.00% | −1,966−92.6% | Reduced |
| Centerpoint Advisors, LLC | 158 | $22.0K | 0.01% | +158 | New |
| Farmers & Merchants Investments Inc | 153 | $21.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $20.4K | 0.01% | −37−20.4% | Reduced |
| Avestar Capital, LLC | 143 | $20.2K | 0.00% | +143 | New |
| Zullo Investment Group, Inc. | 128 | $18.1K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 125 | $17.7K | 0.01% | +17+15.7% | Added |
| Horan Securities, Inc. | 124 | $17.5K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 117 | $17.1K | 0.01% | +117 | New |
| MV Capital Management, Inc. | 119 | $16.8K | 0.00% | +7+6.3% | Added |
| Sittner & Nelson, LLC | 117 | $16.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 116 | $16.4K | 0.00% | +23+24.7% | Added |
| BDO Wealth Advisors, LLC | 114 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 112 | $16.0K | 0.00% | +88+366.7% | Added |
| Hexagon Capital Partners LLC | 113 | $16.0K | 0.00% | −3−2.6% | Reduced |
| BerganKDV Wealth Management, LLC | 113 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $15.0K | 0.00% | −4−3.7% | Reduced |
| Covestor Ltd | 106 | $15.0K | 0.01% | −1−0.9% | Reduced |
| Leelyn Smith, LLC | 105 | $14.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 103 | $14.6K | 0.01% | +103 | New |
| Manchester Capital Management LLC | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $14.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $14.1K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $14.1K | 0.01% | +100 | New |
| Front Row Advisors LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 102 | $14.0K | 0.00% | +91+827.3% | Added |
| Hazlett, Burt & Watson, Inc. | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 84 | $12.0K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 82 | $11.6K | 0.00% | +82 | New |
| TCTC Holdings, LLC | 75 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $9.90K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 66 | $9.34K | 0.01% | +22+50.0% | Added |
| Financial Management Professionals, Inc. | 65 | $9.00K | 0.00% | +17+35.4% | Added |
| Quent Capital, LLC | 60 | $8.49K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 59 | $8.35K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 53 | $7.50K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 50 | $7.07K | 0.00% | +50 | New |
| Ancora Advisors, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 49 | $6.93K | 0.00% | −445−90.1% | Reduced |
| AdvisorNet Financial, Inc | 49 | $6.93K | 0.00% | +38+345.5% | Added |
| HighMark Wealth Management LLC | 48 | $6.79K | 0.01% | +5+11.6% | Added |
| RFP Financial Group LLC | 47 | $6.65K | 0.00% | +47 | New |
| Estabrook Capital Management | 45 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 44 | $6.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $6.22K | 0.00% | +18+69.2% | Added |
| Bartlett & Co. LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 40 | $5.66K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $5.52K | 0.00% | +12+44.4% | Added |
| Bell Investment Advisors, Inc | 38 | $5.38K | 0.00% | +10+35.7% | Added |
| Laurel Wealth Advisors LLC | 37 | $5.23K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 36 | $5.09K | 0.00% | +36 | New |
| TD Ameritrade Investment Management, LLC | 33 | $5.00K | 0.00% | −23−41.1% | Reduced |
| Baystate Wealth Management LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 32 | $4.53K | 0.00% | +32 | New |
| Fiduciary Alliance LLC | 32 | $4.53K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 31 | $4.38K | 0.00% | +2+6.9% | Added |
| Larson Financial Group LLC | 30 | $4.24K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 25 | $4.00K | 0.00% | +25 | New |
| Gradient Investments LLC | 26 | $3.68K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 24 | $3.40K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $3.25K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 22 | $3.11K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 19 | $3.00K | 0.00% | 00.0% | Unchanged |