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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
JFS Wealth Advisors, LLC174$25.0K0.00%−273−61.1%Reduced
Spire Wealth Management170$24.4K0.00%−10−5.6%Reduced
Dividend Assets Capital, LLC168$24.0K0.01%00.0%Unchanged
Ahrens Investment Partners LLC167$24.0K0.01%+167New
Castleview Partners, LLC165$23.7K0.02%00.0%Unchanged
Cambridge Trust Co165$23.7K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.161$23.1K0.00%−88−35.3%Reduced
Centerpoint Advisors, LLC162$23.0K0.01%+4+2.5%Added
Farmers & Merchants Investments Inc153$22.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC134$19.2K0.00%−10−6.9%Reduced
Avestar Capital, LLC134$19.2K0.00%−9−6.3%Reduced
Catalyst Capital Advisors LLC132$18.9K0.00%−41−23.7%Reduced
Trust Co of Vermont131$18.8K0.00%−125−48.8%Reduced
Abound Wealth Management129$18.5K0.01%+4+3.2%Added
MV Capital Management, Inc.129$18.5K0.00%+10+8.4%Added
AlphaMark Advisors, LLC125$18.0K0.01%00.0%Unchanged
Horan Securities, Inc.124$17.8K0.01%00.0%Unchanged
1832 Asset Management L.P.119$17.1K0.00%+119New
Sittner & Nelson, LLC117$16.8K0.01%00.0%Unchanged
Bogart Wealth, LLC116$16.7K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC114$16.4K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC113$16.2K0.00%00.0%Unchanged
Farther Finance Advisors, LLC108$15.5K0.00%+5+4.9%Added
Covestor Ltd104$15.0K0.01%−2−1.9%Reduced
Brown, Lisle/Cummings, Inc.100$14.4K0.01%00.0%Unchanged
Manchester Capital Management LLC100$14.4K0.00%00.0%Unchanged
MCF Advisors LLC100$14.4K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$14.4K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC100$14.4K0.01%00.0%Unchanged
Front Row Advisors LLC100$14.0K0.01%00.0%Unchanged
TSFG, LLC100$14.0K0.01%00.0%Unchanged
City State Bank100$14.0K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.90$13.0K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.90$12.9K0.00%−23,860−99.6%Reduced
Tucker Asset Management LLC84$12.1K0.00%00.0%Unchanged
TCTC Holdings, LLC75$10.8K0.00%00.0%Unchanged
Brown Brothers Harriman & Co75$10.8K0.00%+26+53.1%Added
Thompson Investment Management, Inc.74$10.6K0.00%+74New
Sandy Spring Bank70$10.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc66$9.47K0.00%+28+73.7%Added
Schubert & Co64$9.19K0.01%−2−3.0%Reduced
Financial Management Professionals, Inc.65$9.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC61$8.76K0.00%−52−46.0%Reduced
Quent Capital, LLC60$8.61K0.00%00.0%Unchanged
Aspire Private Capital, LLC59$8.47K0.00%00.0%Unchanged
Godsey & Gibb Associates58$8.33K0.00%+58New
AdvisorNet Financial, Inc53$7.61K0.00%+4+8.2%Added
HighMark Wealth Management LLC53$7.61K0.01%+5+10.4%Added
Westside Investment Management, Inc.50$7.18K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.49$7.03K0.00%−4−7.5%Reduced
Roble, Belko & Company, Inc52$7.00K0.00%00.0%Unchanged
RFP Financial Group LLC47$6.75K0.01%00.0%Unchanged
Estabrook Capital Management45$6.46K0.00%00.0%Unchanged
Raffa Wealth Management, LLC44$6.32K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC44$6.32K0.00%00.0%Unchanged
Bartlett & Co. LLC44$6.00K0.00%00.0%Unchanged
Gleason Group, Inc.40$5.74K0.00%00.0%Unchanged
Chesapeake Asset Management LLC40$5.74K0.01%+40New
Moisand Fitzgerald Tamayo, LLC39$5.60K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC37$5.31K0.00%00.0%Unchanged
Baystate Wealth Management LLC35$5.02K0.00%00.0%Unchanged
Core Alternative Capital35$5.02K0.00%+35New
TD Ameritrade Investment Management, LLC33$5.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.31$4.45K0.00%00.0%Unchanged
Horizons Wealth Management31$4.45K0.00%00.0%Unchanged
Larson Financial Group LLC30$4.31K0.00%00.0%Unchanged
True Wealth Design, LLC28$4.02K0.00%+22+366.7%Added
Hoey Investments, Inc28$4.02K0.00%+28New
Pinnacle Bancorp, Inc.28$4.02K0.00%00.0%Unchanged
Disciplined Investments, LLC28$4.02K0.00%+5+21.7%Added
Strengthening Families & Communities, LLC30$4.00K0.00%00.0%Unchanged
Ridgewood Investments LLC26$3.73K0.00%+26New
Gradient Investments LLC25$3.59K0.00%−1−3.8%Reduced
BOK Financial Private Wealth, Inc.22$3.16K0.00%00.0%Unchanged
Syverson Strege & Co21$3.02K0.00%+21New
Rocky Mountain Advisers, LLC22$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$3.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC19$2.73K0.00%−5−20.8%Reduced
Kelly Financial Services LLC18$2.58K0.00%00.0%Unchanged
USA Financial Portformulas Corp14$2.01K0.00%+14New
Park Place Capital Corp12$1.72K0.00%−13−52.0%Reduced
HM Payson & Co12$1.72K0.00%+12New
WealthPLAN Partners, LLC12$1.72K0.00%+12New
Strategic Investment Solutions, Inc.12$1.72K0.00%+12New
SRS Capital Advisors, Inc.11$1.58K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC11$1.58K0.00%−145−92.9%Reduced
GPS Wealth Strategies Group, LLC10$1.44K0.00%+10New
Jackson, Grant Investment Advisers, Inc.9$1.29K0.00%+9New
JJJ Advisors Inc.8$1.18K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.8$1.15K0.00%00.0%Unchanged
Valley National Advisers Inc8$1.00K0.00%00.0%Unchanged
Penserra Capital Management LLC12$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC6$8610.00%00.0%Unchanged
Piershale Financial Group, Inc.5$7180.00%00.0%Unchanged
West Paces Advisors Inc.5$7180.00%00.0%Unchanged
25 LLC3$4670.00%+3New
Trifecta Capital Advisors, LLC3$4310.00%00.0%Unchanged
Tortoise Investment Management, LLC2$2870.00%00.0%Unchanged
WestEnd Advisors, LLC–$2870.00%––
Avion Wealth7$00.00%00.0%Unchanged