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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, 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.

Institutional holdersQ1 2023: 802 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 heldQ1 2023: $31.8B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2022.

Institutions holding DLTR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wealthcare Advisory Partners LLC1,500$215.3K0.01%−69−4.4%Reduced
Old Point Trust & Financial Services N A1,500$215.3K0.09%00.0%Unchanged
Whittier Trust Co of Nevada Inc1,504$215.9K0.01%00.0%Unchanged
Assetmark, Inc1,514$217.3K0.00%+54+3.7%Added
Texas Yale Capital Corp.1,515$217.5K0.01%00.0%Unchanged
Franklin Street Advisors Inc1,533$220.0K0.02%00.0%Unchanged
Oak Thistle LLC1,534$220.2K0.13%+1,534New
Keystone Financial Services1,537$220.6K0.12%−9−0.6%Reduced
Bollard Group LLC1,538$221.0K0.01%00.0%Unchanged
Pitcairn Co1,542$221.4K0.02%+23+1.5%Added
NewEdge Wealth, LLC1,552$222.8K0.01%+1,552New
Capital Planning Advisors, LLC1,559$223.8K0.05%+16+1.0%Added
Northwestern Mutual Wealth Management Co1,591$228.4K0.00%−4,288−72.9%Reduced
United Capital Financial Advisers, LLC1,592$228.5K0.00%00.0%Unchanged
Nilsine Partners, LLC1,592$228.5K0.04%+1,592New
Annandale Capital, LLC1,592$229.0K0.07%00.0%Unchanged
Clarius Group, LLC1,623$233.0K0.02%+70+4.5%Added
Gabelli Funds LLC1,650$236.9K0.00%+200+13.8%Added
Global Retirement Partners, LLC1,568$238.8K0.01%+1,042+198.1%Added
Legacy Trust1,682$241.5K0.07%00.0%Unchanged
Crewe Advisors LLC1,714$246.0K0.04%−145−7.8%Reduced
Haverford Trust Co1,722$247.2K0.00%+1,722New
Evermay Wealth Management LLC1,740$249.8K0.05%00.0%Unchanged
Lighthouse Investment Partners, LLC1,743$250.2K0.02%−28,141−94.2%Reduced
LexAurum Advisors, LLC1,743$250.2K0.08%00.0%Unchanged
Continuum Advisory, LLC1,747$250.8K0.04%−678−28.0%Reduced
Signaturefd, LLC1,747$250.8K0.01%+83+5.0%Added
FDx Advisors, Inc.1,784$252.0K0.01%00.0%Unchanged
National Asset Management, Inc.1,769$253.9K0.01%−106−5.7%Reduced
Robertson Stephens Wealth Management, LLC1,773$254.5K0.02%−560−24.0%Reduced
Wilkinson Global Asset Management LLC1,773$254.5K0.02%00.0%Unchanged
Checchi Capital Advisers, LLC1,778$255.2K0.02%−55−3.0%Reduced
Meeder Advisory Services, Inc.1,803$258.8K0.03%+305+20.4%Added
Baron Wealth Management LLC1,811$260.0K0.18%+275+17.9%Added
Legacy Capital Wealth Partners, LLC1,824$261.8K0.07%+1,824New
Patriot Financial Group Insurance Agency, LLC1,828$262.4K0.05%−25−1.3%Reduced
Claret Asset Management Corp1,830$263.0K0.05%−590−24.4%Reduced
Resources Investment Advisors, LLC.1,837$263.7K0.01%+1,837New
Evergreen Capital Management LLC1,840$264.1K0.01%+418+29.4%Added
Zions Bancorporation, N.A.1,861$267.1K0.02%−635−25.4%Reduced
Glen Eagle Advisors, LLC1,885$270.6K0.07%+175+10.2%Added
Bridgeway Capital Management, LLC1,900$272.7K0.01%−8,600−81.9%Reduced
Benjamin F. Edwards & Company, Inc.1,908$274.0K0.01%−78−3.9%Reduced
Grey Fox Wealth Advisors, LLC1,915$274.9K0.16%00.0%Unchanged
Harbor Investment Advisory, LLC1,931$277.2K0.04%−8−0.4%Reduced
Keel Point, LLC1,945$279.2K0.04%−167−7.9%Reduced
CIC Wealth, LLC1,960$281.4K0.11%00.0%Unchanged
Laidlaw Wealth Management LLC1,976$283.7K0.06%+5+0.3%Added
China Universal Asset Management Co., Ltd.1,983$284.7K0.10%−3,202−61.8%Reduced
Wealth Management Associates, Inc.2,000$287.1K0.18%00.0%Unchanged
Bragg Financial Advisors, Inc2,020$290.0K0.02%00.0%Unchanged
Institute for Wealth Management, LLC.2,023$290.4K0.06%−7−0.3%Reduced
1776 Wealth LLC2,025$290.7K0.17%00.0%Unchanged
Keeley-Teton Advisors, LLC2,033$291.8K0.04%00.0%Unchanged
Vestmark Advisory Solutions, Inc.2,035$292.1K0.01%+346+20.5%Added
Proequities, Inc.2,049$294.1K0.02%+120+6.2%Added
Alpha Omega Wealth Management LLC2,064$296.3K0.05%00.0%Unchanged
Modera Wealth Management, LLC2,064$296.3K0.01%00.0%Unchanged
O'Shaughnessy Asset Management, LLC2,082$298.9K0.00%−420−16.8%Reduced
Greenleaf Trust2,089$299.9K0.00%+116+5.9%Added
Stonebridge Capital Management Inc2,100$301.0K0.14%00.0%Unchanged
Epoch Investment Partners, Inc.2,143$307.6K0.00%+64+3.1%Added
Kinneret Advisory, LLC2,150$308.6K0.04%−115−5.1%Reduced
Moody National Bank Trust Division2,161$310.2K0.03%00.0%Unchanged
Ballentine Partners, LLC2,164$310.6K0.01%+2,164New
GW Henssler & Associates Ltd2,171$311.6K0.02%+27+1.3%Added
Coldstream Capital Management Inc2,175$312.2K0.01%+132+6.5%Added
Quadrant Capital Group LLC2,193$314.8K0.03%−95−4.2%Reduced
Westshore Wealth, LLC2,210$317.2K0.17%+68+3.2%Added
Bahl & Gaynor Inc2,228$319.8K0.00%−10−0.4%Reduced
Pointe Capital Management LLC2,235$320.8K0.23%00.0%Unchanged
Alps Advisors Inc2,250$323.0K0.00%−24−1.1%Reduced
Summit Trail Advisors, LLC2,256$323.8K0.01%−381−14.4%Reduced
Forum Financial Management, LP2,260$324.4K0.01%+10.0%Added
D.B. Root & Company, LLC2,307$331.2K0.13%−39−1.7%Reduced
Holderness Investments Co2,335$335.2K0.13%−75−3.1%Reduced
Cary Street Partner Investment Advisory LLC2,349$337.2K0.02%−115−4.7%Reduced
E Fund Management Co., Ltd.2,358$338.0K0.02%−160−6.4%Reduced
Schechter Investment Advisors, LLC2,366$339.6K0.03%+526+28.6%Added
Kestra Private Wealth Services, LLC2,375$340.9K0.01%+252+11.9%Added
WESCAP Management Group, Inc.2,402$344.8K0.12%−329−12.0%Reduced
Gateway Investment Advisers LLC2,449$351.6K0.00%−1,661−40.4%Reduced
Earnest Partners LLC2,454$352.3K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.2,479$355.9K0.01%+729+41.7%Added
1st Source Bank2,481$356.1K0.02%00.0%Unchanged
Keybank National Association2,499$358.7K0.00%+37+1.5%Added
Y-Intercept (Hong Kong) Ltd2,506$359.7K0.04%−5,084−67.0%Reduced
Edgestream Partners, L.P.2,520$361.7K0.04%−2,602−50.8%Reduced
Fund Management at Engine No. 1 LLC2,522$362.0K0.07%+206+8.9%Added
DRW Securities, LLC2,571$369.0K0.05%+2,571New
Boston Private Wealth LLC2,580$370.4K0.01%−811−23.9%Reduced
STF Management LP2,581$370.5K0.25%+1,103+74.6%Added
Ironsides Asset Advisors, LLC2,593$372.2K0.17%00.0%Unchanged
David Loasby2,500$372.6K0.04%+1,105+79.2%Added
Cigna Investments Inc2,600$373.0K0.07%−47−1.8%Reduced
Wahed Invest LLC2,603$373.7K0.16%−131−4.8%Reduced
CWM Advisors, LLC2,619$376.0K0.05%+199+8.2%Added
Sunbelt Securities, Inc.2,696$379.6K0.06%−3−0.1%Reduced
Fernwood Investment Management, LLC2,700$387.6K0.15%00.0%Unchanged
Acorn Financial Advisory Services Inc2,706$388.4K0.08%−24−0.9%Reduced