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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, Q1 2024

Institutional positions in Dollar Tree, Inc. as of Mar 31, 2024. 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
770
+5 vs. Q4 2023
Shares held
215.6M
−4.76M (−2.2%) vs. Q4 2023
Total value
$28.6B
−$2.73B (−8.7%) vs. Q4 2023
New holders
87
267 more added
Sold out
82
275 more reduced

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 770 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 heldQ1 2024: $28.6B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2023.

Institutions holding DLTR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
WestEnd Advisors, LLC2$2660.00%−1−33.3%Reduced
Colonial Trust Advisors2$2660.00%00.0%Unchanged
Tortoise Investment Management, LLC2$2660.00%00.0%Unchanged
Continuum Advisory, LLC3$3600.00%+3New
ClariVest Asset Management LLC3$3980.00%00.0%Unchanged
St. Johns Investment Management Company, LLC4$5330.00%00.0%Unchanged
TFC Financial Management4$5330.00%+1+33.3%Added
NVWM, LLC5$6660.00%+5New
Carmichael Hill & Associates, Inc.8$1.07K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC8$1.07K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.9$1.20K0.00%00.0%Unchanged
Quest Partners LLC9$1.20K0.00%+9New
JJJ Advisors Inc.9$1.20K0.00%00.0%Unchanged
True Wealth Design, LLC10$1.33K0.00%+4+66.7%Added
RFP Financial Group LLC10$1.33K0.00%+10New
Richardson Financial Services Inc.11$1.47K0.00%+11New
Voisard Asset Management Group, Inc.12$1.58K0.00%00.0%Unchanged
Fortis Group Advisors, LLC12$1.60K0.00%−12−50.0%Reduced
HM Payson & Co12$1.60K0.00%+12New
Eagle Bay Advisors LLC13$1.73K0.00%00.0%Unchanged
Park Place Capital Corp14$1.86K0.00%+14New
Valued Wealth Advisors LLC14$1.86K0.00%+1+7.7%Added
Frank, Rimerman Advisors LLC15$2.00K0.00%00.0%Unchanged
Penserra Capital Management LLC18$2.00K0.00%−951−98.1%Reduced
VitalStone Financial, LLC17$2.00K0.00%+17New
Dunhill Financial, LLC15$2.05K0.00%+2+15.4%Added
FSA Wealth Management LLC17$2.26K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC18$2.40K0.00%−1−5.3%Reduced
Kelly Financial Services LLC18$2.40K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$2.66K0.00%−40−66.7%Reduced
Pinnacle Bancorp, Inc.20$2.66K0.00%00.0%Unchanged
Aspect Partners, LLC20$2.66K0.00%00.0%Unchanged
Caitlin John, LLC22$2.93K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.22$2.93K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$3.00K0.00%−57−75.0%Reduced
Gradient Investments LLC24$3.20K0.00%−7−22.6%Reduced
WR Wealth Planners, LLC24$3.20K0.00%+24New
DiNuzzo Private Wealth, Inc.26$3.46K0.00%+3+13.0%Added
Hexagon Capital Partners LLC26$3.46K0.00%+6+30.0%Added
Hoey Investments, Inc28$3.73K0.00%00.0%Unchanged
Larson Financial Group LLC30$4.00K0.00%00.0%Unchanged
Archer Investment Corp30$4.00K0.00%00.0%Unchanged
Webster Bank, N. A.30$4.00K0.00%+30New
Avion Wealth29$4.00K0.00%−2−6.5%Reduced
Brown Brothers Harriman & Co31$4.13K0.00%−29−48.3%Reduced
Cullen/Frost Bankers, Inc.31$4.13K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$4.26K0.00%+1+3.2%Added
Fortitude Family Office, LLC33$4.39K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC37$4.93K0.00%00.0%Unchanged
Financial Management Professionals, Inc.40$5.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC39$5.00K0.00%+5+14.7%Added
Gleason Group, Inc.40$5.33K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC44$5.86K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC45$5.99K0.00%+2+4.7%Added
Horizons Wealth Management44$6.25K0.00%00.0%Unchanged
Westside Investment Management, Inc.50$6.66K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC50$6.66K0.00%00.0%Unchanged
Burkett Financial Services, LLC50$6.66K0.00%00.0%Unchanged
Roble, Belko & Company, Inc52$7.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.54$7.19K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC54$7.20K0.01%00.0%Unchanged
Zions Bancorporation, N.A.57$7.59K0.00%+16+39.0%Added
Smartleaf Asset Management LLC58$7.68K0.00%+37+176.2%Added
Wetzel Investment Advisors, Inc.63$7.70K0.00%00.0%Unchanged
Aspire Private Capital, LLC59$7.86K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.60$8.00K0.00%00.0%Unchanged
Valley National Advisers Inc66$8.00K0.00%+2+3.1%Added
HighMark Wealth Management LLC65$8.65K0.01%00.0%Unchanged
Quent Capital, LLC65$8.65K0.00%00.0%Unchanged
GW&K Investment Management, LLC70$9.00K0.00%+1+1.4%Added
Thompson Investment Management, Inc.74$9.85K0.00%00.0%Unchanged
Bell Investment Advisors, Inc74$9.85K0.00%+4+5.7%Added
Raleigh Capital Management Inc.78$10.4K0.00%+49+169.0%Added
Salem Investment Counselors Inc82$10.9K0.00%00.0%Unchanged
Horizon Bancorp Inc84$11.0K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.83$11.1K0.00%00.0%Unchanged
Grove Bank & Trust91$12.1K0.00%00.0%Unchanged
Tucker Asset Management LLC92$12.3K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC93$12.4K0.00%−28−23.1%Reduced
TSFG, LLC100$13.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.100$13.3K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$13.3K0.01%00.0%Unchanged
MV Capital Management, Inc.100$13.3K0.00%00.0%Unchanged
Front Row Advisors LLC100$13.3K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC100$13.3K0.01%00.0%Unchanged
Mather Group, LLC.94$13.4K0.00%+94New
MCF Advisors LLC102$13.6K0.00%+2+2.0%Added
Covestor Ltd104$14.0K0.01%00.0%Unchanged
Sachetta, LLC101$14.3K0.01%00.0%Unchanged
Operose Advisors LLC110$14.6K0.00%−150−57.7%Reduced
Prestige Wealth Management Group LLC110$14.6K0.00%00.0%Unchanged
Bogart Wealth, LLC116$15.4K0.00%00.0%Unchanged
Rise Advisors, LLC116$15.4K0.01%+116New
Sittner & Nelson, LLC117$15.6K0.01%00.0%Unchanged
Nemes Rush Group LLC125$16.6K0.00%00.0%Unchanged
AlphaMark Advisors, LLC125$17.0K0.01%00.0%Unchanged
Manchester Capital Management LLC129$17.2K0.00%+7+5.7%Added
JFS Wealth Advisors, LLC131$17.4K0.00%−2−1.5%Reduced
Venturi Wealth Management, LLC132$17.6K0.00%+121+1,100.0%Added