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 2023
Institutional positions in Dollar Tree, Inc. as of Mar 31, 2023. 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
- 802
- −7 vs. Q4 2022
- Shares held
- 222.1M
- +3.17M (+1.4%) vs. Q4 2022
- Total value
- $31.8B
- +$809.9M (+2.6%) vs. Q4 2022
- New holders
- 75
- 238 more added
- Sold out
- 82
- 327 more reduced
16 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 170 | $24.4K | 0.00% | −10−5.6% | Reduced |
| JFS Wealth Advisors, LLC | 174 | $25.0K | 0.00% | −273−61.1% | Reduced |
| ICA Group Wealth Management, LLC | 185 | $26.6K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 190 | $27.3K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 198 | $28.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 200 | $28.7K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 200 | $28.7K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $28.7K | 0.00% | +96+92.3% | Added |
| Newbridge Financial Services Group, Inc. | 206 | $29.6K | 0.02% | −10−4.6% | Reduced |
| Hantz Financial Services, Inc. | 212 | $30.0K | 0.00% | +100+89.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 215 | $30.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 216 | $31.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 223 | $32.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 230 | $33.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 233 | $33.4K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 242 | $34.0K | 0.03% | +242 | New |
| Parkside Financial Bank & Trust | 248 | $35.6K | 0.01% | +11+4.6% | Added |
| Baldrige Asset Management LLC | 261 | $37.0K | 0.02% | +2+0.8% | Added |
| Ronald Blue Trust, Inc. | 292 | $41.0K | 0.00% | −12−3.9% | Reduced |
| Lindbrook Capital, LLC | 296 | $42.5K | 0.00% | +68+29.8% | Added |
| Washington Trust Advisors, Inc. | 298 | $42.8K | 0.00% | −126−29.7% | Reduced |
| Geneos Wealth Management Inc. | 300 | $43.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $43.1K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 312 | $44.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 314 | $45.1K | 0.00% | +140+80.5% | Added |
| Logan Capital Management Inc | 315 | $45.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 316 | $45.4K | 0.01% | +28+9.7% | Added |
| Resurgent Financial Advisors LLC | 323 | $46.4K | 0.03% | −170−34.5% | Reduced |
| TD Private Client Wealth LLC | 327 | $46.9K | 0.00% | −4,605−93.4% | Reduced |
| Harbour Investments, Inc. | 329 | $47.2K | 0.00% | +38+13.1% | Added |
| Allworth Financial LP | 341 | $49.0K | 0.00% | −34−9.1% | Reduced |
| Cape Investment Advisory, Inc. | 342 | $49.1K | 0.03% | +342 | New |
| Washington Trust Co | 344 | $49.4K | 0.00% | +3+0.9% | Added |
| Tacita Capital Inc | 360 | $52.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 374 | $53.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 377 | $54.1K | 0.00% | −57−13.1% | Reduced |
| Umb Bank N A | 384 | $55.1K | 0.00% | −12−3.0% | Reduced |
| Creative Financial Designs Inc | 400 | $57.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $57.4K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 406 | $58.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,530 | $61.0K | 0.00% | −8,291−84.4% | Reduced |
| Carolinas Wealth Consulting LLC | 457 | $65.6K | 0.01% | −144−24.0% | Reduced |
| Versant Capital Management, Inc | 463 | $66.4K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 478 | $68.6K | 0.00% | +3+0.6% | Added |
| EverSource Wealth Advisors, LLC | 488 | $70.1K | 0.01% | −4−0.8% | Reduced |
| Riverview Trust Co | 489 | $70.2K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 496 | $71.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 500 | $71.8K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $74.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 521 | $74.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 522 | $74.9K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 526 | $75.5K | 0.01% | −6−1.1% | Reduced |
| Ci Investments Inc. | 549 | $79.0K | 0.00% | −37−6.3% | Reduced |
| Asset Dedication, LLC | 565 | $81.0K | 0.01% | +13+2.4% | Added |
| DT Investment Partners, LLC | 540 | $83.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 579 | $83.0K | 0.02% | +269+86.8% | Added |
| Alta Advisers Ltd | 600 | $86.1K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 654 | $93.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 661 | $94.9K | 0.00% | −25−3.6% | Reduced |
| Milestone Investment Advisors LLC | 667 | $95.7K | 0.03% | +667 | New |
| Ameritas Advisory Services, LLC | 642 | $95.8K | 0.00% | −3,049−82.6% | Reduced |
| Concord Wealth Partners | 692 | $99.3K | 0.03% | −384−35.7% | Reduced |
| First Manhattan Co | 700 | $100.5K | 0.00% | −38−5.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 723 | $102.0K | 0.00% | −500−40.9% | Reduced |
| Acadian Asset Management LLC | 787 | $112.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 794 | $114.0K | 0.03% | −9,399−92.2% | Reduced |
| Rosenberg Matthew Hamilton | 810 | $116.3K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 815 | $117.0K | 0.00% | +133+19.5% | Added |
| Grove Bank & Trust | 823 | $118.1K | 0.02% | +11+1.4% | Added |
| Tradition Wealth Management, LLC | 865 | $124.0K | 0.02% | −1−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 866 | $124.3K | 0.02% | +866 | New |
| Key Financial Inc | 920 | $132.1K | 0.05% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,010 | $145.0K | 0.10% | −305−23.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,030 | $147.9K | 0.06% | −8−0.8% | Reduced |
| Pflug Koory, LLC | 1,057 | $151.7K | 0.08% | −100−8.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $154.0K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,090 | $157.0K | 0.02% | −615−36.1% | Reduced |
| Centaurus Financial, Inc. | 1,101 | $158.0K | 0.01% | +139+14.4% | Added |
| International Assets Investment Management, LLC | 21,963 | $158.8K | 0.02% | +334+1.5% | Added |
| Bessemer Group Inc | 1,125 | $162.0K | 0.00% | −76−6.3% | Reduced |
| Paladin Advisory Group, LLC | 1,203 | $172.7K | 0.14% | +1,203 | New |
| Capstone Investment Advisors, LLC | 1,224 | $175.7K | 0.01% | +1,224 | New |
| Private Trust Co NA | 1,226 | $176.0K | 0.02% | −15−1.2% | Reduced |
| Smithfield Trust Co | 1,233 | $177.0K | 0.01% | −300−19.6% | Reduced |
| Belpointe Asset Management LLC | 1,258 | $180.6K | 0.01% | +5+0.4% | Added |
| KB Financial Partners, LLC | 1,293 | $186.0K | 0.05% | −158−10.9% | Reduced |
| Dark Forest Capital Management LP | 1,298 | $186.3K | 0.04% | +1,298 | New |
| Parallel Advisors, LLC | 1,326 | $190.3K | 0.01% | −20−1.5% | Reduced |
| Mondrian Investment Partners LTD | 1,334 | $191.5K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,336 | $191.8K | 0.01% | +1,336 | New |
| Johnson Financial Group, Inc. | 1,399 | $200.8K | 0.01% | +1,399 | New |
| Douglass Winthrop Advisors, LLC | 1,400 | $201.0K | 0.01% | +1,400 | New |
| ICICI Prudential Asset Management Co Ltd | 1,416 | $203.3K | 0.03% | +306+27.6% | Added |
| Wealthspire Advisors, LLC | 1,424 | $204.4K | 0.00% | −629−30.6% | Reduced |
| Eqis Capital Management, Inc. | 1,450 | $208.2K | 0.02% | −240−14.2% | Reduced |
| Avantax Advisory Services, Inc. | 1,451 | $208.3K | 0.00% | −19−1.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,462 | $209.9K | 0.02% | +1,462 | New |
| Cornercap Investment Counsel Inc | 1,464 | $210.2K | 0.04% | −473−24.4% | Reduced |
| Fiduciary Group LLC | 1,485 | $213.2K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 1,486 | $213.3K | 0.01% | −19−1.3% | Reduced |