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, Q2 2023
Institutional positions in Dollar Tree, Inc. as of Jun 30, 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
- 766
- −33 vs. Q1 2023
- Shares held
- 217.3M
- −4.63M (−2.1%) vs. Q1 2023
- Total value
- $31.2B
- −$575.8M (−1.8%) vs. Q1 2023
- New holders
- 56
- 218 more added
- Sold out
- 89
- 335 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 867 | $23.6B |
| Q1 2026 | 858 | $22.7B |
| Q4 2025 | 836 | $26.0B |
| Q3 2025 | 777 | $21.2B |
| Q2 2025 | 767 | $21.0B |
| Q1 2025 | 715 | $16.6B |
| Q4 2024 | 713 | $16.1B |
| Q3 2024 | 689 | $14.6B |
| Q2 2024 | 754 | $22.7B |
| Q1 2024 | 770 | $28.6B |
| Q4 2023 | 772 | $31.3B |
| Q3 2023 | 731 | $22.7B |
| Q2 2023 | 766 | $31.2B |
| Q1 2023 | 802 | $31.8B |
| Q4 2022 | 825 | $31.1B |
| Q3 2022 | 815 | $30.0B |
| Q2 2022 | 837 | $33.6B |
| Q1 2022 | 818 | $35.0B |
| Q4 2021 | 797 | $31.2B |
| Q3 2021 | 699 | $19.3B |
| Q2 2021 | 731 | $20.5B |
| Q1 2021 | 753 | $24.3B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $431 | 0.00% | +3 | New |
| Piershale Financial Group, Inc. | 5 | $718 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $718 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $861 | 0.00% | −22−78.6% | Reduced |
| Stonebridge Capital Advisors LLC | 6 | $861 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 8 | $1.00K | 0.00% | −234−96.7% | Reduced |
| Avion Wealth | 13 | $1.00K | 0.00% | +6+85.7% | Added |
| SRS Capital Advisors, Inc. | 7 | $1.00K | 0.00% | −4−36.4% | Reduced |
| JJJ Advisors Inc. | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 8 | $1.15K | 0.00% | +8 | New |
| PSI Advisors, LLC | 8 | $1.15K | 0.00% | +8 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $2.01K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 15 | $2.15K | 0.00% | +15 | New |
| Eagle Bay Advisors LLC | 17 | $2.44K | 0.00% | −2−10.5% | Reduced |
| Kelly Financial Services LLC | 18 | $2.58K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $2.58K | 0.00% | +18 | New |
| TD Ameritrade Investment Management, LLC | 22 | $3.00K | 0.00% | −11−33.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 22 | $3.16K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 22 | $3.16K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $3.73K | 0.00% | −2−7.1% | Reduced |
| Ridgewood Investments LLC | 26 | $3.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $3.88K | 0.00% | −4−12.9% | Reduced |
| Strengthening Families & Communities, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 28 | $4.02K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 28 | $4.02K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $4.30K | 0.00% | +30 | New |
| Fiduciary Alliance LLC | 32 | $4.59K | 0.00% | +32 | New |
| Exchange Traded Concepts, LLC | 33 | $4.74K | 0.00% | +22+200.0% | Added |
| Gradient Investments LLC | 34 | $4.88K | 0.00% | +9+36.0% | Added |
| Laurel Wealth Advisors LLC | 37 | $5.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $5.60K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 40 | $5.74K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 40 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 43 | $6.00K | 0.00% | +41+2,050.0% | Added |
| Raffa Wealth Management, LLC | 44 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 44 | $6.31K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 44 | $6.31K | 0.00% | +13+41.9% | Added |
| Sandy Spring Bank | 45 | $6.46K | 0.00% | −25−35.7% | Reduced |
| Bell Investment Advisors, Inc | 45 | $6.46K | 0.00% | −21−31.8% | Reduced |
| Estabrook Capital Management | 45 | $6.46K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 47 | $6.75K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 49 | $7.03K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $7.17K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $7.89K | 0.01% | +2+3.8% | Added |
| Baystate Wealth Management LLC | 55 | $7.89K | 0.00% | +20+57.1% | Added |
| Clear Street Markets LLC | 58 | $8.00K | 0.00% | +58 | New |
| Godsey & Gibb Associates | 58 | $8.32K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 59 | $8.47K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 60 | $8.61K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 64 | $9.18K | 0.00% | +3+4.9% | Added |
| Brown Brothers Harriman & Co | 73 | $10.5K | 0.00% | −2−2.7% | Reduced |
| Thompson Investment Management, Inc. | 74 | $10.6K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 75 | $10.8K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 80 | $11.5K | 0.00% | +80 | New |
| Tucker Asset Management LLC | 84 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 92 | $13.0K | 0.00% | +92 | New |
| BerganKDV Wealth Management, LLC | 95 | $13.6K | 0.00% | −18−15.9% | Reduced |
| Front Row Advisors LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Options Solutions, LLC | 100 | $14.3K | 0.01% | +100 | New |
| Covestor Ltd | 104 | $15.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $15.2K | 0.00% | −28−20.9% | Reduced |
| Bogart Wealth, LLC | 116 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 117 | $16.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 122 | $17.5K | 0.00% | −10−7.6% | Reduced |
| MV Capital Management, Inc. | 124 | $17.8K | 0.00% | −5−3.9% | Reduced |
| Horan Securities, Inc. | 124 | $17.8K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 124 | $17.8K | 0.00% | +10+8.8% | Added |
| Nemes Rush Group LLC | 125 | $17.9K | 0.00% | +125 | New |
| AlphaMark Advisors, LLC | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 130 | $18.7K | 0.00% | +100+333.3% | Added |
| Farmers & Merchants Investments Inc | 150 | $21.5K | 0.00% | −3−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 151 | $21.7K | 0.00% | −23−13.2% | Reduced |
| Castleview Partners, LLC | 152 | $21.8K | 0.02% | −13−7.9% | Reduced |
| Dividend Assets Capital, LLC | 150 | $22.0K | 0.00% | −18−10.7% | Reduced |
| Abound Wealth Management | 157 | $22.5K | 0.01% | +28+21.7% | Added |
| Centerpoint Advisors, LLC | 162 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 165 | $23.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 166 | $24.0K | 0.00% | −126−43.2% | Reduced |
| Spire Wealth Management | 176 | $25.3K | 0.00% | +6+3.5% | Added |
| ICA Group Wealth Management, LLC | 185 | $26.5K | 0.01% | 00.0% | Unchanged |