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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
Conning Inc.1,486$213.3K0.01%−19−1.3%Reduced
Fiduciary Group LLC1,485$213.2K0.03%00.0%Unchanged
Cornercap Investment Counsel Inc1,464$210.2K0.04%−473−24.4%Reduced
Lombard Odier Asset Management (Switzerland) SA1,462$209.9K0.02%+1,462New
Avantax Advisory Services, Inc.1,451$208.3K0.00%−19−1.3%Reduced
Eqis Capital Management, Inc.1,450$208.2K0.02%−240−14.2%Reduced
Wealthspire Advisors, LLC1,424$204.4K0.00%−629−30.6%Reduced
ICICI Prudential Asset Management Co Ltd1,416$203.3K0.03%+306+27.6%Added
Douglass Winthrop Advisors, LLC1,400$201.0K0.01%+1,400New
Johnson Financial Group, Inc.1,399$200.8K0.01%+1,399New
Ellevest, Inc.1,336$191.8K0.01%+1,336New
Mondrian Investment Partners LTD1,334$191.5K0.00%00.0%Unchanged
Parallel Advisors, LLC1,326$190.3K0.01%−20−1.5%Reduced
Dark Forest Capital Management LP1,298$186.3K0.04%+1,298New
KB Financial Partners, LLC1,293$186.0K0.05%−158−10.9%Reduced
Belpointe Asset Management LLC1,258$180.6K0.01%+5+0.4%Added
Smithfield Trust Co1,233$177.0K0.01%−300−19.6%Reduced
Private Trust Co NA1,226$176.0K0.02%−15−1.2%Reduced
Capstone Investment Advisors, LLC1,224$175.7K0.01%+1,224New
Paladin Advisory Group, LLC1,203$172.7K0.14%+1,203New
Bessemer Group Inc1,125$162.0K0.00%−76−6.3%Reduced
International Assets Investment Management, LLC21,963$158.8K0.02%+334+1.5%Added
Centaurus Financial, Inc.1,101$158.0K0.01%+139+14.4%Added
Transamerica Financial Advisors, Inc.1,090$157.0K0.02%−615−36.1%Reduced
Psagot Value Holdings Ltd. / (Israel)1,100$154.0K0.06%00.0%Unchanged
Pflug Koory, LLC1,057$151.7K0.08%−100−8.6%Reduced
Deseret Mutual Benefit Administrators1,030$147.9K0.06%−8−0.8%Reduced
Byrne Asset Management LLC1,010$145.0K0.10%−305−23.2%Reduced
Key Financial Inc920$132.1K0.05%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.866$124.3K0.02%+866New
Tradition Wealth Management, LLC865$124.0K0.02%−1−0.1%Reduced
Grove Bank & Trust823$118.1K0.02%+11+1.4%Added
Cullen/Frost Bankers, Inc.815$117.0K0.00%+133+19.5%Added
Rosenberg Matthew Hamilton810$116.3K0.04%00.0%Unchanged
Paloma Partners Management Co794$114.0K0.03%−9,399−92.2%Reduced
Acadian Asset Management LLC787$112.0K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.723$102.0K0.00%−500−40.9%Reduced
First Manhattan Co700$100.5K0.00%−38−5.1%Reduced
Concord Wealth Partners692$99.3K0.03%−384−35.7%Reduced
Ameritas Advisory Services, LLC642$95.8K0.00%−3,049−82.6%Reduced
Milestone Investment Advisors LLC667$95.7K0.03%+667New
Central Trust Co661$94.9K0.00%−25−3.6%Reduced
AIA Group Ltd654$93.9K0.01%00.0%Unchanged
Alta Advisers Ltd600$86.1K0.05%00.0%Unchanged
Harvest Fund Management Co., Ltd579$83.0K0.02%+269+86.8%Added
DT Investment Partners, LLC540$83.0K0.01%00.0%Unchanged
Asset Dedication, LLC565$81.0K0.01%+13+2.4%Added
Ci Investments Inc.549$79.0K0.00%−37−6.3%Reduced
Column Capital Advisors, LLC526$75.5K0.01%−6−1.1%Reduced
Atticus Wealth Management, LLC522$74.9K0.03%00.0%Unchanged
North Star Investment Management Corp.521$74.8K0.01%00.0%Unchanged
Global Financial Private Client, LLC500$74.0K0.04%00.0%Unchanged
Colonial Trust Co500$71.8K0.02%00.0%Unchanged
Clearstead Advisors, LLC496$71.2K0.01%00.0%Unchanged
Riverview Trust Co489$70.2K0.06%00.0%Unchanged
EverSource Wealth Advisors, LLC488$70.1K0.01%−4−0.8%Reduced
Baker Avenue Asset Management, LP478$68.6K0.00%+3+0.6%Added
Versant Capital Management, Inc463$66.4K0.02%00.0%Unchanged
Carolinas Wealth Consulting LLC457$65.6K0.01%−144−24.0%Reduced
IFP Advisors, Inc1,530$61.0K0.00%−8,291−84.4%Reduced
Vestor Capital, LLC406$58.0K0.01%00.0%Unchanged
Creative Financial Designs Inc400$57.4K0.01%00.0%Unchanged
Clean Yield Group400$57.4K0.02%00.0%Unchanged
Umb Bank N A384$55.1K0.00%−12−3.0%Reduced
Heritage Wealth Advisors377$54.1K0.00%−57−13.1%Reduced
Salem Investment Counselors Inc374$53.7K0.00%00.0%Unchanged
Tacita Capital Inc360$52.0K0.04%00.0%Unchanged
Washington Trust Co344$49.4K0.00%+3+0.9%Added
Cape Investment Advisory, Inc.342$49.1K0.03%+342New
Allworth Financial LP341$49.0K0.00%−34−9.1%Reduced
Harbour Investments, Inc.329$47.2K0.00%+38+13.1%Added
TD Private Client Wealth LLC327$46.9K0.00%−4,605−93.4%Reduced
Resurgent Financial Advisors LLC323$46.4K0.03%−170−34.5%Reduced
Glassman Wealth Services316$45.4K0.01%+28+9.7%Added
Logan Capital Management Inc315$45.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.314$45.1K0.00%+140+80.5%Added
Livforsakringsbolaget Skandia, Omsesidigt312$44.8K0.00%00.0%Unchanged
Geneos Wealth Management Inc.300$43.1K0.00%00.0%Unchanged
Stephens Consulting, LLC300$43.1K0.03%00.0%Unchanged
Washington Trust Advisors, Inc.298$42.8K0.00%−126−29.7%Reduced
Lindbrook Capital, LLC296$42.5K0.00%+68+29.8%Added
Ronald Blue Trust, Inc.292$41.0K0.00%−12−3.9%Reduced
Baldrige Asset Management LLC261$37.0K0.02%+2+0.8%Added
Parkside Financial Bank & Trust248$35.6K0.01%+11+4.6%Added
VitalStone Financial, LLC242$34.0K0.03%+242New
Whittier Trust Co233$33.4K0.00%00.0%Unchanged
CVA Family Office, LLC230$33.0K0.01%00.0%Unchanged
Missouri Trust & Investment Co223$32.0K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC216$31.0K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP215$30.9K0.00%00.0%Unchanged
Hantz Financial Services, Inc.212$30.0K0.00%+100+89.3%Added
Newbridge Financial Services Group, Inc.206$29.6K0.02%−10−4.6%Reduced
Adirondack Trust Co200$28.7K0.01%00.0%Unchanged
Register Financial Advisors LLC200$28.7K0.02%00.0%Unchanged
Massmutual Trust Co FSB200$28.7K0.00%+96+92.3%Added
Providence Capital Advisors, LLC198$28.4K0.01%00.0%Unchanged
First National Bank of South Miami190$27.3K0.02%00.0%Unchanged
ICA Group Wealth Management, LLC185$26.6K0.01%00.0%Unchanged