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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
Aspen Investment Management Inc2,742$394.0K0.25%−156−5.4%Reduced
Dana Investment Advisors, Inc.2,728$391.6K0.02%00.0%Unchanged
Acorn Financial Advisory Services Inc2,706$388.4K0.08%−24−0.9%Reduced
Fernwood Investment Management, LLC2,700$387.6K0.15%00.0%Unchanged
Sunbelt Securities, Inc.2,696$379.6K0.06%−3−0.1%Reduced
CWM Advisors, LLC2,619$376.0K0.05%+199+8.2%Added
Wahed Invest LLC2,603$373.7K0.16%−131−4.8%Reduced
Cigna Investments Inc2,600$373.0K0.07%−47−1.8%Reduced
David Loasby2,500$372.6K0.04%+1,105+79.2%Added
Ironsides Asset Advisors, LLC2,593$372.2K0.17%00.0%Unchanged
STF Management LP2,581$370.5K0.25%+1,103+74.6%Added
Boston Private Wealth LLC2,580$370.4K0.01%−811−23.9%Reduced
DRW Securities, LLC2,571$369.0K0.05%+2,571New
Fund Management at Engine No. 1 LLC2,522$362.0K0.07%+206+8.9%Added
Edgestream Partners, L.P.2,520$361.7K0.04%−2,602−50.8%Reduced
Y-Intercept (Hong Kong) Ltd2,506$359.7K0.04%−5,084−67.0%Reduced
Keybank National Association2,499$358.7K0.00%+37+1.5%Added
1st Source Bank2,481$356.1K0.02%00.0%Unchanged
Atria Wealth Solutions, Inc.2,479$355.9K0.01%+729+41.7%Added
Earnest Partners LLC2,454$352.3K0.00%00.0%Unchanged
Gateway Investment Advisers LLC2,449$351.6K0.00%−1,661−40.4%Reduced
WESCAP Management Group, Inc.2,402$344.8K0.12%−329−12.0%Reduced
Kestra Private Wealth Services, LLC2,375$340.9K0.01%+252+11.9%Added
Schechter Investment Advisors, LLC2,366$339.6K0.03%+526+28.6%Added
E Fund Management Co., Ltd.2,358$338.0K0.02%−160−6.4%Reduced
Cary Street Partner Investment Advisory LLC2,349$337.2K0.02%−115−4.7%Reduced
Holderness Investments Co2,335$335.2K0.13%−75−3.1%Reduced
D.B. Root & Company, LLC2,307$331.2K0.13%−39−1.7%Reduced
Forum Financial Management, LP2,260$324.4K0.01%+10.0%Added
Summit Trail Advisors, LLC2,256$323.8K0.01%−381−14.4%Reduced
Alps Advisors Inc2,250$323.0K0.00%−24−1.1%Reduced
Pointe Capital Management LLC2,235$320.8K0.23%00.0%Unchanged
Bahl & Gaynor Inc2,228$319.8K0.00%−10−0.4%Reduced
Westshore Wealth, LLC2,210$317.2K0.17%+68+3.2%Added
Quadrant Capital Group LLC2,193$314.8K0.03%−95−4.2%Reduced
Coldstream Capital Management Inc2,175$312.2K0.01%+132+6.5%Added
GW Henssler & Associates Ltd2,171$311.6K0.02%+27+1.3%Added
Ballentine Partners, LLC2,164$310.6K0.01%+2,164New
Moody National Bank Trust Division2,161$310.2K0.03%00.0%Unchanged
Kinneret Advisory, LLC2,150$308.6K0.04%−115−5.1%Reduced
Epoch Investment Partners, Inc.2,143$307.6K0.00%+64+3.1%Added
Stonebridge Capital Management Inc2,100$301.0K0.14%00.0%Unchanged
Greenleaf Trust2,089$299.9K0.00%+116+5.9%Added
O'Shaughnessy Asset Management, LLC2,082$298.9K0.00%−420−16.8%Reduced
Modera Wealth Management, LLC2,064$296.3K0.01%00.0%Unchanged
Alpha Omega Wealth Management LLC2,064$296.3K0.05%00.0%Unchanged
Proequities, Inc.2,049$294.1K0.02%+120+6.2%Added
Vestmark Advisory Solutions, Inc.2,035$292.1K0.01%+346+20.5%Added
Keeley-Teton Advisors, LLC2,033$291.8K0.04%00.0%Unchanged
1776 Wealth LLC2,025$290.7K0.17%00.0%Unchanged
Institute for Wealth Management, LLC.2,023$290.4K0.06%−7−0.3%Reduced
Bragg Financial Advisors, Inc2,020$290.0K0.02%00.0%Unchanged
Wealth Management Associates, Inc.2,000$287.1K0.18%00.0%Unchanged
China Universal Asset Management Co., Ltd.1,983$284.7K0.10%−3,202−61.8%Reduced
Laidlaw Wealth Management LLC1,976$283.7K0.06%+5+0.3%Added
CIC Wealth, LLC1,960$281.4K0.11%00.0%Unchanged
Keel Point, LLC1,945$279.2K0.04%−167−7.9%Reduced
Harbor Investment Advisory, LLC1,931$277.2K0.04%−8−0.4%Reduced
Grey Fox Wealth Advisors, LLC1,915$274.9K0.16%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,908$274.0K0.01%−78−3.9%Reduced
Bridgeway Capital Management, LLC1,900$272.7K0.01%−8,600−81.9%Reduced
Glen Eagle Advisors, LLC1,885$270.6K0.07%+175+10.2%Added
Zions Bancorporation, N.A.1,861$267.1K0.02%−635−25.4%Reduced
Evergreen Capital Management LLC1,840$264.1K0.01%+418+29.4%Added
Resources Investment Advisors, LLC.1,837$263.7K0.01%+1,837New
Claret Asset Management Corp1,830$263.0K0.05%−590−24.4%Reduced
Patriot Financial Group Insurance Agency, LLC1,828$262.4K0.05%−25−1.3%Reduced
Legacy Capital Wealth Partners, LLC1,824$261.8K0.07%+1,824New
Baron Wealth Management LLC1,811$260.0K0.18%+275+17.9%Added
Meeder Advisory Services, Inc.1,803$258.8K0.03%+305+20.4%Added
Checchi Capital Advisers, LLC1,778$255.2K0.02%−55−3.0%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
National Asset Management, Inc.1,769$253.9K0.01%−106−5.7%Reduced
FDx Advisors, Inc.1,784$252.0K0.01%00.0%Unchanged
Continuum Advisory, LLC1,747$250.8K0.04%−678−28.0%Reduced
Signaturefd, LLC1,747$250.8K0.01%+83+5.0%Added
Lighthouse Investment Partners, LLC1,743$250.2K0.02%−28,141−94.2%Reduced
LexAurum Advisors, LLC1,743$250.2K0.08%00.0%Unchanged
Evermay Wealth Management LLC1,740$249.8K0.05%00.0%Unchanged
Haverford Trust Co1,722$247.2K0.00%+1,722New
Crewe Advisors LLC1,714$246.0K0.04%−145−7.8%Reduced
Legacy Trust1,682$241.5K0.07%00.0%Unchanged
Global Retirement Partners, LLC1,568$238.8K0.01%+1,042+198.1%Added
Gabelli Funds LLC1,650$236.9K0.00%+200+13.8%Added
Clarius Group, LLC1,623$233.0K0.02%+70+4.5%Added
Annandale Capital, LLC1,592$229.0K0.07%00.0%Unchanged
Nilsine Partners, LLC1,592$228.5K0.04%+1,592New
United Capital Financial Advisers, LLC1,592$228.5K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,591$228.4K0.00%−4,288−72.9%Reduced
Capital Planning Advisors, LLC1,559$223.8K0.05%+16+1.0%Added
NewEdge Wealth, LLC1,552$222.8K0.01%+1,552New
Pitcairn Co1,542$221.4K0.02%+23+1.5%Added
Bollard Group LLC1,538$221.0K0.01%00.0%Unchanged
Keystone Financial Services1,537$220.6K0.12%−9−0.6%Reduced
Oak Thistle LLC1,534$220.2K0.13%+1,534New
Franklin Street Advisors Inc1,533$220.0K0.02%00.0%Unchanged
Texas Yale Capital Corp.1,515$217.5K0.01%00.0%Unchanged
Assetmark, Inc1,514$217.3K0.00%+54+3.7%Added
Whittier Trust Co of Nevada Inc1,504$215.9K0.01%00.0%Unchanged