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, Q3 2023
Institutional positions in Dollar Tree, Inc. as of Sep 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
- 731
- −28 vs. Q2 2023
- Shares held
- 213.3M
- −3.95M (−1.8%) vs. Q2 2023
- Total value
- $22.7B
- −$8.47B (−27.2%) vs. Q2 2023
- New holders
- 83
- 230 more added
- Sold out
- 111
- 300 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geller Advisors LLC | 0 | $0 | 0.00% | −1,635−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −1,502−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,412−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −21,887−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| First National Bank of South Miami | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Piershale Financial Group, Inc. | – | – | – | – | Not filed |