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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, 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
Graham Capital Management, L.P.0$00.00%−4,488−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−4,046−100.0%Sold out
FDx Advisors, Inc.0$00.00%−3,947−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−3,877−100.0%Sold out
Savant Capital, LLC0$00.00%−3,247−100.0%Sold out
King Luther Capital Management Corp0$00.00%−2,844−100.0%Sold out
Wexford Capital LP0$00.00%−2,638−100.0%Sold out
Portman Square Capital LLP0$00.00%−2,390−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,083−100.0%Sold out
Fukoku Mutual Life Insurance Co0$00.00%−2,000−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−1,995−100.0%Sold out
Osborne Partners Capital Management, LLC0$00.00%−1,970−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−1,741−100.0%Sold out
Waterloo Capital, L.P.0$00.00%−1,730−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−1,800−100.0%Sold out
Wintrust Investments LLC0$00.00%−1,680−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−1,615−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−1,572−100.0%Sold out
Bahl & Gaynor Inc0$00.00%−1,500−100.0%Sold out
Cetera Advisors LLC0$00.00%−1,472−100.0%Sold out
Fiduciary Group LLC0$00.00%−1,430−100.0%Sold out
Clarius Group, LLC0$00.00%−1,408−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−863−100.0%Sold out
Intrepid Capital Management Inc0$00.00%−844−100.0%Sold out
Winthrop Capital Management, LLC0$00.00%−728−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−540−100.0%Sold out
Syntax Research, Inc.0$00.00%−500−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−363−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−333−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−273−100.0%Sold out
Glassman Wealth Services0$00.00%−266−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−246−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−150−100.0%Sold out
O'Dell Group, LLC0$00.00%−80−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−76−100.0%Sold out
Country Trust Bank0$00.00%−67−100.0%Sold out
Godsey & Gibb Associates0$00.00%−58−100.0%Sold out
West Tower Group, LLC0$00.00%−31−100.0%Sold out
American National Bank0$00.00%−28−100.0%Sold out
Sandy Spring Bank0$00.00%−25−100.0%Sold out
Lazard Asset Management LLC0$00.00%−23−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−20−100.0%Sold out
Garner Asset Management Corp0$00.00%−16−100.0%Sold out
ORG Partners LLC0$00.00%−15−100.0%Sold out
Clear Street Markets LLC0$00.00%−17−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−10−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−9−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−10−100.0%Sold out
Rakuten Securities, Inc.0$00.00%−7−100.0%Sold out
West Paces Advisors Inc.0$00.00%−4−100.0%Sold out
Foster Dykema Cabot & Partners, LLC0$00.00%−4−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−1−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Alan B. Lancz & Associates, Inc.––––Not filed
Sawtooth Solutions, LLC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Bartlett & Co. LLC––––Not filed
Baystate Wealth Management LLC––––Not filed