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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, Q4 2023

Institutional positions in Dollar Tree, Inc. as of Dec 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
772
+53 vs. Q3 2023
Shares held
220.3M
+7.33M (+3.4%) vs. Q3 2023
Total value
$31.3B
+$8.61B (+38.0%) vs. Q3 2023
New holders
136
245 more added
Sold out
83
263 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 772 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 heldQ4 2023: $31.3B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q3 2023.

Institutions holding DLTR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0New
Motco1$1420.00%00.0%Unchanged
Cornerstone Planning Group LLC1$1420.00%00.0%Unchanged
Colonial Trust Advisors2$2840.00%00.0%Unchanged
Tortoise Investment Management, LLC2$2840.00%00.0%Unchanged
WestEnd Advisors, LLC3$4260.00%00.0%Unchanged
ClariVest Asset Management LLC3$4270.00%+3New
TFC Financial Management3$4270.00%+3New
St. Johns Investment Management Company, LLC4$5680.00%00.0%Unchanged
Plato Investment Management Ltd4$5680.00%+4New
West Paces Advisors Inc.4$5680.00%+4New
Foster Dykema Cabot & Partners, LLC4$5680.00%+4New
True Wealth Design, LLC6$8530.00%00.0%Unchanged
Rakuten Securities, Inc.7$9940.00%+7New
Long Island Wealth Management, Inc.10$1.00K0.00%+10New
Carmichael Hill & Associates, Inc.8$1.14K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC8$1.14K0.00%+5+166.7%Added
Jackson, Grant Investment Advisers, Inc.9$1.28K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners9$1.28K0.00%+9New
JJJ Advisors Inc.9$1.28K0.00%+1+12.5%Added
Valued Wealth Advisors LLC13$1.38K0.00%+13New
GPS Wealth Strategies Group, LLC10$1.42K0.00%00.0%Unchanged
Venturi Wealth Management, LLC11$1.56K0.00%+1+10.0%Added
Voisard Asset Management Group, Inc.12$1.69K0.00%+12New
Eagle Bay Advisors LLC13$1.85K0.00%00.0%Unchanged
Dunhill Financial, LLC13$1.86K0.00%+13New
Clear Street Markets LLC17$2.00K0.00%−8−32.0%Reduced
FSA Wealth Management LLC17$2.00K0.00%+17New
ORG Partners LLC15$2.13K0.00%+15New
Frank, Rimerman Advisors LLC15$2.13K0.00%+15New
Garner Asset Management Corp16$2.26K0.00%+16New
Kelly Financial Services LLC18$2.56K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC19$2.70K0.00%−6−24.0%Reduced
Pinnacle Bancorp, Inc.20$2.84K0.00%00.0%Unchanged
Hexagon Capital Partners LLC20$2.84K0.00%+6+42.9%Added
Rockbridge Investment Management, LCC20$2.84K0.00%+20New
Aspect Partners, LLC20$2.84K0.00%+20New
Smartleaf Asset Management LLC21$2.99K0.00%+21New
Lazard Asset Management LLC23$3.00K0.00%−188−89.1%Reduced
Caitlin John, LLC22$3.13K0.00%+22New
BOK Financial Private Wealth, Inc.22$3.13K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.23$3.27K0.00%+23New
Fortis Group Advisors, LLC24$3.41K0.00%+12+100.0%Added
Sandy Spring Bank25$3.55K0.00%00.0%Unchanged
American National Bank28$3.98K0.00%+28New
Hoey Investments, Inc28$3.98K0.00%00.0%Unchanged
Avion Wealth31$4.00K0.00%+24+342.9%Added
Raleigh Capital Management Inc.29$4.10K0.00%+25+625.0%Added
Larson Financial Group LLC30$4.26K0.00%−100−76.9%Reduced
Archer Investment Corp30$4.26K0.00%00.0%Unchanged
West Tower Group, LLC31$4.40K0.01%−375−92.4%Reduced
Cullen/Frost Bankers, Inc.31$4.40K0.00%−374−92.3%Reduced
Gradient Investments LLC31$4.40K0.00%+1+3.3%Added
SJS Investment Consulting Inc.31$4.41K0.00%+9+40.9%Added
Fortitude Family Office, LLC33$4.69K0.00%+33New
Capital Advisors, Ltd. LLC34$5.00K0.00%+32+1,600.0%Added
Laurel Wealth Advisors LLC37$5.26K0.00%00.0%Unchanged
Baystate Wealth Management LLC37$5.26K0.00%+2+5.7%Added
Gleason Group, Inc.40$5.68K0.00%00.0%Unchanged
Zions Bancorporation, N.A.41$5.82K0.00%−13−24.1%Reduced
Provenance Wealth Advisors, LLC41$5.82K0.00%+41New
Bartlett & Co. LLC44$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.40$6.00K0.00%+13+48.1%Added
Carolinas Wealth Consulting LLC43$6.11K0.00%00.0%Unchanged
Raffa Wealth Management, LLC44$6.25K0.00%00.0%Unchanged
Horizons Wealth Management44$6.25K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC44$6.26K0.00%00.0%Unchanged
Roble, Belko & Company, Inc52$7.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.50$7.10K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC50$7.10K0.00%+50New
Burkett Financial Services, LLC50$7.10K0.00%+50New
SRS Capital Advisors, Inc.54$7.67K0.00%+54New
Frazier Financial Advisors, LLC54$7.68K0.01%+54New
Godsey & Gibb Associates58$8.24K0.00%00.0%Unchanged
Aspire Private Capital, LLC59$8.38K0.00%00.0%Unchanged
Brown Brothers Harriman & Co60$8.52K0.00%−44−42.3%Reduced
Coppell Advisory Solutions LLC60$8.52K0.00%+60New
Atlantic Edge Private Wealth Management, LLC60$8.52K0.00%+60New
Hazlett, Burt & Watson, Inc.60$9.00K0.01%00.0%Unchanged
Valley National Advisers Inc64$9.00K0.00%+56+700.0%Added
Wetzel Investment Advisors, Inc.63$9.00K0.01%+63New
Quent Capital, LLC65$9.23K0.00%00.0%Unchanged
HighMark Wealth Management LLC65$9.23K0.01%+4+6.6%Added
Country Trust Bank67$9.52K0.00%00.0%Unchanged
Bell Investment Advisors, Inc70$9.94K0.00%+21+42.9%Added
GW&K Investment Management, LLC69$10.0K0.00%+30+76.9%Added
Thompson Investment Management, Inc.74$10.5K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC76$10.8K0.00%+76New
Farmers & Merchants Trust Co of Chambersburg PA76$11.0K0.01%+57+300.0%Added
O'Dell Group, LLC80$11.4K0.00%+80New
Salem Investment Counselors Inc82$11.6K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.83$11.8K0.00%+51+159.4%Added
Horizon Bancorp Inc84$12.0K0.01%+84New
Grove Bank & Trust91$12.9K0.00%00.0%Unchanged
Tucker Asset Management LLC92$13.1K0.00%00.0%Unchanged
TSFG, LLC100$14.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.100$14.2K0.01%00.0%Unchanged
MCF Advisors LLC100$14.2K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$14.2K0.01%00.0%Unchanged
Front Row Advisors LLC100$14.2K0.01%00.0%Unchanged