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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
Caisse de Depot Et Placement du Quebec0$00.00%−9,487−100.0%Sold out
Centiva Capital, LP0$00.00%−9,054−100.0%Sold out
Polianta Ltd0$00.00%−8,700−100.0%Sold out
Jump Financial, LLC0$00.00%−8,455−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−8,150−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−7,201−100.0%Sold out
Oak Thistle LLC0$00.00%−7,047−100.0%Sold out
Solidarilty Wealth, LLC0$00.00%−6,000−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−5,974−100.0%Sold out
Eisler Capital (US) LLC0$00.00%−5,300−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,941−100.0%Sold out
Garda Capital Partners LP0$00.00%−4,882−100.0%Sold out
Merit Financial Group, LLC0$00.00%−4,327−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−4,230−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−3,755−100.0%Sold out
USS Investment Management Ltd0$00.00%−3,600−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−3,572−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,534−100.0%Sold out
Soltis Investment Advisors LLC0$00.00%−3,500−100.0%Sold out
Leonteq Securities AG0$00.00%−3,422−100.0%Sold out
MQS Management LLC0$00.00%−3,396−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−3,111−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−2,992−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−2,877−100.0%Sold out
Kinneret Advisory, LLC0$00.00%−2,149−100.0%Sold out
Moody National Bank Trust Division0$00.00%−2,048−100.0%Sold out
Texas Yale Capital Corp.0$00.00%−2,035−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−1,922−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−1,911−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−1,138−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−667−100.0%Sold out
AM Squared Ltd0$00.00%−500−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−499−100.0%Sold out
Riverview Trust Co0$00.00%−356−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−221−100.0%Sold out
Register Financial Advisors LLC0$00.00%−200−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−181−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−162−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−120−100.0%Sold out
Headinvest, LLC0$00.00%−112−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−79−100.0%Sold out
RFP Financial Group LLC0$00.00%−47−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−45−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−39−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−30−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−20−100.0%Sold out
Lee Financial Co0$00.00%−18−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−15−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−14−100.0%Sold out
Park Place Capital Corp0$00.00%−12−100.0%Sold out
Legacy Financial Group LLC0$00.00%−7−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−6−100.0%Sold out
Macroview Investment Management LLC0$00.00%−4−100.0%Sold out
Perkins Coie Trust Co0$00.00%−3−100.0%Sold out
Tfo-TDC, LLC0$00.00%−2−100.0%Sold out
Brahman Capital Corp.––––Not filed
Bryn Mawr Trust Co––––Not filed
Pathstone Family Office, LLC––––Not filed
Scott Investment Partners LLP––––Not filed
First Republic Investment Management, Inc.––––Not filed
Rothschild Investment Corp––––Not filed
Advisor Partners II, LLC––––Not filed
Coury Firm Asset Management LLC––––Not filed
KB Financial Partners, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Steward Financial Group LLC––––Not filed