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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, 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
Capital World Investors22,020,197$3.16B0.65%+1,654,845+8.1%Added
Vanguard Group Inc23,932,957$3.44B0.09%+132,551+0.6%Added
Sculptor Capital LP0$00.00%−398,000−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−307,648−100.0%Sold out
Marshall Wace, LLP0$00.00%−298,763−100.0%Sold out
Governors Lane LP0$00.00%−106,900−100.0%Sold out
Tenere Capital LLC0$00.00%−83,830−100.0%Sold out
Kingdon Capital Management, L.L.C.0$00.00%−72,500−100.0%Sold out
BW Gestao de Investimentos Ltda.0$00.00%−70,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−39,716−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−39,621−100.0%Sold out
FORA Capital, LLC0$00.00%−25,462−100.0%Sold out
Duality Advisers, LP0$00.00%−24,599−100.0%Sold out
Point72 Middle East FZE0$00.00%−23,484−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−22,737−100.0%Sold out
Winton Group Ltd0$00.00%−22,503−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−22,077−100.0%Sold out
Graphene Investments SAS0$00.00%−21,100−100.0%Sold out
North Fourth Asset Management, LP0$00.00%−20,000−100.0%Sold out
Seven Eight Capital, LP0$00.00%−17,145−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−15,349−100.0%Sold out
Ergoteles LLC0$00.00%−13,381−100.0%Sold out
Allstate Corp0$00.00%−12,039−100.0%Sold out
Centiva Capital, LP0$00.00%−9,878−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−9,200−100.0%Sold out
Park Avenue Securities LLC0$00.00%−7,906−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−7,518−100.0%Sold out
Estate Counselors, LLC0$00.00%−6,563−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−6,160−100.0%Sold out
Great Valley Advisor Group, Inc.0$00.00%−6,104−100.0%Sold out
PCJ Investment Counsel Ltd.0$00.00%−5,100−100.0%Sold out
Nippon Life Global Investors Americas, Inc.0$00.00%−4,400−100.0%Sold out
Axq Capital, LP0$00.00%−3,900−100.0%Sold out
Romano Brothers and Company0$00.00%−3,818−100.0%Sold out
Heartland Bank & Trust Co0$00.00%−3,734−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,595−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−3,422−100.0%Sold out
Atom Investors LP0$00.00%−2,828−100.0%Sold out
Gateway Advisory, LLC0$00.00%−2,753−100.0%Sold out
Laffer Tengler Investments0$00.00%−2,691−100.0%Sold out
Trust Asset Management LLC0$00.00%−2,537−100.0%Sold out
Headlands Technologies LLC0$00.00%−2,308−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−2,262−100.0%Sold out
Everence Capital Management Inc0$00.00%−2,240−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−2,033−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−1,907−100.0%Sold out
Fortune 45 LLC0$00.00%−1,864−100.0%Sold out
D.A. Davidson & Co.0$00.00%−1,815−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−1,749−100.0%Sold out
Summit Global Investments0$00.00%−1,690−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−2,474−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−1,648−100.0%Sold out
Chimera Capital Management LLC0$00.00%−1,624−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−1,587−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−1,517−100.0%Sold out
XTX Topco Ltd0$00.00%−1,483−100.0%Sold out
Single Point Partners, LLC0$00.00%−1,466−100.0%Sold out
Maven Securities LTD0$00.00%−1,452−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−1,448−100.0%Sold out
Sentry Investment Management LLC0$00.00%−1,405−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−764−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−426−100.0%Sold out
Fred Alger Management, LLC0$00.00%−269−100.0%Sold out
American National Bank0$00.00%−201−100.0%Sold out
Seldon Capital LP0$00.00%−186−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−128−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−117−100.0%Sold out
Leelyn Smith, LLC0$00.00%−105−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−102−100.0%Sold out
AXS Investments LLC0$00.00%−82−100.0%Sold out
Corrado Advisors, LLC0$00.00%−50−100.0%Sold out
Ancora Advisors, LLC0$00.00%−48−100.0%Sold out
Comerica Securities,inc.0$00.00%−36−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−32−100.0%Sold out
Country Trust Bank0$00.00%−20−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−16−100.0%Sold out
My Personal CFO, LLC0$00.00%−9−100.0%Sold out
EWG Elevate Inc.0$00.00%−6−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−6−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−5−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−5−100.0%Sold out
Lee Financial Co0$00.00%−2−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−1−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−24−100.0%Sold out
Personal Capital Advisors Corp––––Not filed
Comerica Bank––––Not filed
True Signal LP––––Not filed
Pendal Group Limited––––Not filed
Seeyond––––Not filed
Allstate Investment Management Co––––Not filed
ARGI Investment Services, LLC––––Not filed
SBK Financial, Inc.––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Alaska Permanent Fund Corp––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Trustcore Financial Services, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed