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 |
|---|---|---|---|---|---|
| Key Financial Inc | 986 | $141.5K | 0.05% | +66+7.2% | Added |
| Byrne Asset Management LLC | 880 | $126.0K | 0.08% | −130−12.9% | Reduced |
| Tradition Wealth Management, LLC | 865 | $124.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 863 | $123.8K | 0.00% | −728−45.8% | Reduced |
| AdvisorNet Financial, Inc | 836 | $120.0K | 0.01% | +783+1,477.4% | Added |
| Grove Bank & Trust | 812 | $116.5K | 0.02% | −11−1.3% | Reduced |
| Rosenberg Matthew Hamilton | 810 | $116.2K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 787 | $112.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 700 | $100.5K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $86.1K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 584 | $83.8K | 0.00% | −77−11.6% | Reduced |
| DT Investment Partners, LLC | 540 | $82.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 566 | $81.2K | 0.02% | +66+13.2% | Added |
| Asset Dedication, LLC | 565 | $81.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 545 | $78.0K | 0.00% | −4−0.7% | Reduced |
| Fairfield, Bush & Co. | 540 | $77.5K | 0.02% | +540 | New |
| Cullen/Frost Bankers, Inc. | 525 | $75.3K | 0.00% | −290−35.6% | Reduced |
| Atticus Wealth Management, LLC | 522 | $74.9K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 521 | $74.8K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 519 | $74.5K | 0.01% | −7−1.3% | Reduced |
| Global Financial Private Client, LLC | 500 | $73.7K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 489 | $70.2K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 478 | $68.6K | 0.02% | +15+3.2% | Added |
| Walleye Trading LLC | 476 | $68.3K | 0.00% | −3,933−89.2% | Reduced |
| Proequities, Inc. | 473 | $67.9K | 0.01% | −1,576−76.9% | Reduced |
| Itau Unibanco Holding S.A. | 452 | $64.9K | 0.00% | +452 | New |
| First Capital Advisors Group, LLC. | 421 | $60.4K | 0.03% | +421 | New |
| Vestor Capital, LLC | 406 | $58.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 400 | $57.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $57.4K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 387 | $55.5K | 0.00% | +13+3.5% | Added |
| Umb Bank N A | 384 | $55.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 383 | $55.0K | 0.01% | −105−21.5% | Reduced |
| Tacita Capital Inc | 360 | $52.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 356 | $51.1K | 0.00% | +156+78.0% | Added |
| Heritage Wealth Advisors | 350 | $50.2K | 0.00% | −27−7.2% | Reduced |
| Resurgent Financial Advisors LLC | 349 | $50.1K | 0.03% | +26+8.0% | Added |
| Washington Trust Co | 346 | $49.7K | 0.00% | +2+0.6% | Added |
| Concord Wealth Partners | 345 | $49.5K | 0.01% | −347−50.1% | Reduced |
| Glassman Wealth Services | 340 | $48.8K | 0.01% | +24+7.6% | Added |
| TD Private Client Wealth LLC | 339 | $48.6K | 0.00% | +12+3.7% | Added |
| ORG Partners LLC | 317 | $45.4K | 0.01% | +317 | New |
| Logan Capital Management Inc | 315 | $45.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 312 | $44.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 302 | $43.3K | 0.00% | −27−8.2% | Reduced |
| Geneos Wealth Management Inc. | 300 | $43.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $43.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 249 | $35.7K | 0.01% | +1+0.4% | Added |
| CVA Family Office, LLC | 240 | $34.4K | 0.01% | +10+4.3% | Added |
| Baker Avenue Asset Management, LP | 239 | $34.3K | 0.00% | −239−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 237 | $34.0K | 0.01% | −220−48.1% | Reduced |
| Whittier Trust Co | 233 | $33.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 231 | $33.1K | 0.00% | −67−22.5% | Reduced |
| Farther Finance Advisors, LLC | 228 | $32.7K | 0.01% | +120+111.1% | Added |
| Lindbrook Capital, LLC | 227 | $32.6K | 0.00% | −69−23.3% | Reduced |
| Missouri Trust & Investment Co | 223 | $32.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 216 | $31.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 200 | $30.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 215 | $30.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 212 | $30.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 206 | $29.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 204 | $29.3K | 0.00% | −110−35.0% | Reduced |
| Register Financial Advisors LLC | 200 | $28.7K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 198 | $28.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 198 | $28.4K | 0.01% | +198 | New |
| First National Bank of South Miami | 190 | $27.3K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 185 | $26.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 176 | $25.3K | 0.00% | +6+3.5% | Added |
| Ronald Blue Trust, Inc. | 166 | $24.0K | 0.00% | −126−43.2% | Reduced |
| Cambridge Trust Co | 165 | $23.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 162 | $23.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 157 | $22.5K | 0.01% | +28+21.7% | Added |
| Dividend Assets Capital, LLC | 150 | $22.0K | 0.00% | −18−10.7% | Reduced |
| Castleview Partners, LLC | 152 | $21.8K | 0.02% | −13−7.9% | Reduced |
| JFS Wealth Advisors, LLC | 151 | $21.7K | 0.00% | −23−13.2% | Reduced |
| Farmers & Merchants Investments Inc | 150 | $21.5K | 0.00% | −3−2.0% | Reduced |
| Larson Financial Group LLC | 130 | $18.7K | 0.00% | +100+333.3% | Added |
| AlphaMark Advisors, LLC | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 125 | $17.9K | 0.00% | +125 | New |
| 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 |
| Catalyst Capital Advisors LLC | 122 | $17.5K | 0.00% | −10−7.6% | Reduced |
| Sittner & Nelson, LLC | 117 | $16.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 116 | $16.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $15.2K | 0.00% | −28−20.9% | Reduced |
| Covestor Ltd | 104 | $15.0K | 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 |
| 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 |
| BerganKDV Wealth Management, LLC | 95 | $13.6K | 0.00% | −18−15.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 92 | $13.0K | 0.00% | +92 | New |
| Tucker Asset Management LLC | 84 | $12.1K | 0.00% | 00.0% | Unchanged |