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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, 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.

Institutional holdersQ2 2023: 766 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 heldQ2 2023: $31.2B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2023.

Institutions holding DLTR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
O'Dell Group, LLC80$11.5K0.00%+80New
TCTC Holdings, LLC75$10.8K0.00%00.0%Unchanged
Thompson Investment Management, Inc.74$10.6K0.00%00.0%Unchanged
Brown Brothers Harriman & Co73$10.5K0.00%−2−2.7%Reduced
Hexagon Capital Partners LLC64$9.18K0.00%+3+4.9%Added
Financial Management Professionals, Inc.65$9.00K0.00%00.0%Unchanged
Quent Capital, LLC60$8.61K0.00%00.0%Unchanged
Aspire Private Capital, LLC59$8.47K0.00%00.0%Unchanged
Godsey & Gibb Associates58$8.32K0.00%00.0%Unchanged
Clear Street Markets LLC58$8.00K0.00%+58New
HighMark Wealth Management LLC55$7.89K0.01%+2+3.8%Added
Baystate Wealth Management LLC55$7.89K0.00%+20+57.1%Added
Westside Investment Management, Inc.50$7.17K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.49$7.03K0.00%00.0%Unchanged
Roble, Belko & Company, Inc52$7.00K0.00%00.0%Unchanged
RFP Financial Group LLC47$6.75K0.00%00.0%Unchanged
Sandy Spring Bank45$6.46K0.00%−25−35.7%Reduced
Bell Investment Advisors, Inc45$6.46K0.00%−21−31.8%Reduced
Estabrook Capital Management45$6.46K0.00%00.0%Unchanged
Raffa Wealth Management, LLC44$6.31K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC44$6.31K0.00%00.0%Unchanged
Horizons Wealth Management44$6.31K0.00%+13+41.9%Added
Bartlett & Co. LLC44$6.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC43$6.00K0.00%+41+2,050.0%Added
Chesapeake Asset Management LLC40$5.74K0.01%00.0%Unchanged
Gleason Group, Inc.40$5.74K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$5.60K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC37$5.31K0.00%00.0%Unchanged
Gradient Investments LLC34$4.88K0.00%+9+36.0%Added
Exchange Traded Concepts, LLC33$4.74K0.00%+22+200.0%Added
Fiduciary Alliance LLC32$4.59K0.00%+32New
Archer Investment Corp30$4.30K0.00%+30New
Hoey Investments, Inc28$4.02K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.28$4.02K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC30$4.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.27$3.88K0.00%−4−12.9%Reduced
Disciplined Investments, LLC26$3.73K0.00%−2−7.1%Reduced
Ridgewood Investments LLC26$3.73K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC22$3.16K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.22$3.16K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC22$3.00K0.00%−11−33.3%Reduced
Farmers & Merchants Trust Co of Chambersburg PA19$3.00K0.00%00.0%Unchanged
Kelly Financial Services LLC18$2.58K0.00%00.0%Unchanged
Lee Financial Co18$2.58K0.00%+18New
Eagle Bay Advisors LLC17$2.44K0.00%−2−10.5%Reduced
WR Wealth Planners, LLC15$2.15K0.00%+15New
USA Financial Portformulas Corp14$2.01K0.00%00.0%Unchanged
Valley National Advisers Inc8$2.00K0.00%00.0%Unchanged
WealthPLAN Partners, LLC12$1.72K0.00%00.0%Unchanged
Park Place Capital Corp12$1.72K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$1.44K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.9$1.29K0.00%00.0%Unchanged
JJJ Advisors Inc.8$1.15K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.8$1.15K0.00%00.0%Unchanged
Silicon Valley Capital Partners8$1.15K0.00%+8New
PSI Advisors, LLC8$1.15K0.00%+8New
SRS Capital Advisors, Inc.7$1.00K0.00%−4−36.4%Reduced
VitalStone Financial, LLC8$1.00K0.00%−234−96.7%Reduced
Avion Wealth13$1.00K0.00%+6+85.7%Added
True Wealth Design, LLC6$8610.00%−22−78.6%Reduced
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
Trifecta Capital Advisors, LLC3$4310.00%00.0%Unchanged
Motco3$4310.00%+3New
Tortoise Investment Management, LLC2$2870.00%00.0%Unchanged
Intermede Investment Partners Ltd0$00.00%−787,214−100.0%Sold out
Manning & Napier Group, LLC0$00.00%−554,794−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−445,377−100.0%Sold out
Stephens Investment Management Group LLC0$00.00%−349,841−100.0%Sold out
Junto Capital Management LP0$00.00%−210,060−100.0%Sold out
Capital Fund Management S.A.0$00.00%−126,773−100.0%Sold out
J. Goldman & Co LP0$00.00%−115,350−100.0%Sold out
Westpac Banking Corp0$00.00%−114,203−100.0%Sold out
Mn Services Vermogensbeheer B.V.0$00.00%−110,800−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−85,266−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−86,285−100.0%Sold out
Woodline Partners LP0$00.00%−55,256−100.0%Sold out
Shellback Capital, LP0$00.00%−37,508−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−33,500−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−25,000−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−22,000−100.0%Sold out
Tredje AP-fonden0$00.00%−20,659−100.0%Sold out
Armistice Capital, LLC0$00.00%−20,000−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−19,703−100.0%Sold out
Cornerstone Advisors, LLC0$00.00%−18,000−100.0%Sold out
Capula Management Ltd0$00.00%−17,608−100.0%Sold out
Beck Capital Management, LLC0$00.00%−16,620−100.0%Sold out
Signature Estate & Investment Advisors LLC0$00.00%−15,546−100.0%Sold out
HAP Trading, LLC0$00.00%−13,613−100.0%Sold out
Aperture Investors, LLC0$00.00%−13,536−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−13,303−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−13,300−100.0%Sold out
Left Brain Wealth Management, LLC0$00.00%−11,347−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−11,928−100.0%Sold out
Paralel Advisors LLC0$00.00%−11,336−100.0%Sold out
Simplex Trading, LLC0$00.00%−10,765−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−10,430−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−10,036−100.0%Sold out
New England Research & Management, Inc.0$00.00%−10,025−100.0%Sold out