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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 689 | $91.7K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 664 | $88.4K | 0.01% | +419+171.0% | Added |
| EntryPoint Capital, LLC | 634 | $84.4K | 0.08% | +634 | New |
| Gilliland Jeter Wealth Management LLC | 612 | $81.5K | 0.03% | +612 | New |
| Alta Advisers Ltd | 600 | $79.9K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 569 | $77.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 566 | $75.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 564 | $75.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 559 | $74.4K | 0.00% | +39+7.5% | Added |
| GWM Advisors LLC | 545 | $72.6K | 0.00% | −3,990−88.0% | Reduced |
| Future Financial Wealth Managment LLC | 545 | $72.6K | 0.06% | +545 | New |
| Hilltop National Bank | 545 | $72.6K | 0.02% | +545 | New |
| DT Investment Partners, LLC | 540 | $71.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 522 | $69.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 515 | $68.6K | 0.02% | +48+10.3% | Added |
| Global Financial Private Client, LLC | 500 | $68.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 510 | $67.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 491 | $66.7K | 0.00% | +81+19.8% | Added |
| Broadwater Capital Management LLC | 496 | $66.0K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 494 | $65.8K | 0.01% | +105+27.0% | Added |
| Riverview Trust Co | 483 | $64.3K | 0.05% | +483 | New |
| Wiser Advisor Group LLC | 442 | $58.9K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 432 | $57.5K | 0.00% | −19−4.2% | Reduced |
| EverSource Wealth Advisors, LLC | 486 | $57.5K | 0.00% | +110+29.3% | Added |
| Indiana Trust & Investment Management CO | 416 | $55.4K | 0.02% | +261+168.4% | Added |
| Vestor Capital, LLC | 406 | $54.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $53.3K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 399 | $53.1K | 0.01% | +4+1.0% | Added |
| Harbour Investments, Inc. | 363 | $48.3K | 0.00% | −53−12.7% | Reduced |
| Tacita Capital Inc | 360 | $47.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 352 | $46.9K | 0.00% | −5−1.4% | Reduced |
| Heritage Wealth Advisors | 350 | $46.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 321 | $42.7K | 0.00% | −92−22.3% | Reduced |
| Logan Capital Management Inc | 315 | $41.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 312 | $41.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 312 | $41.5K | 0.00% | +10+3.3% | Added |
| City State Bank | 300 | $40.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 300 | $39.9K | 0.00% | −100−25.0% | Reduced |
| Stephens Consulting, LLC | 300 | $39.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 289 | $38.5K | 0.01% | +73+33.8% | Added |
| TCTC Holdings, LLC | 276 | $36.7K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 248 | $33.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 246 | $32.8K | 0.01% | −1−0.4% | Reduced |
| Concord Wealth Partners | 237 | $31.6K | 0.01% | −54−18.6% | Reduced |
| Washington Trust Co | 235 | $31.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 233 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 228 | $30.4K | 0.00% | +32+16.3% | Added |
| Quarry LP | 228 | $30.4K | 0.01% | +228 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 227 | $30.2K | 0.00% | +227 | New |
| Missouri Trust & Investment Co | 222 | $29.6K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 220 | $29.3K | 0.00% | +220 | New |
| Catalyst Capital Advisors LLC | 207 | $27.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 207 | $27.6K | 0.01% | +207 | New |
| Assetmark, Inc | 201 | $26.7K | 0.00% | −68−25.3% | Reduced |
| Adirondack Trust Co | 200 | $26.6K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 198 | $26.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 198 | $26.4K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 210 | $25.9K | 0.00% | −37−15.0% | Reduced |
| United Community Bank | 190 | $25.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 189 | $25.2K | 0.00% | +20+11.8% | Added |
| Main Street Group, LTD | 183 | $24.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 185 | $24.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 176 | $23.4K | 0.01% | +25+16.6% | Added |
| Cambridge Trust Co | 165 | $22.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $21.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 156 | $21.0K | 0.00% | −585−78.9% | Reduced |
| Ronald Blue Trust, Inc. | 157 | $20.9K | 0.00% | +14+9.8% | Added |
| Hantz Financial Services, Inc. | 150 | $20.0K | 0.00% | −38−20.2% | Reduced |
| Farmers & Merchants Investments Inc | 147 | $19.6K | 0.00% | −3−2.0% | Reduced |
| Private Wealth Management Group, LLC | 141 | $18.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 132 | $17.6K | 0.00% | +121+1,100.0% | Added |
| JFS Wealth Advisors, LLC | 131 | $17.4K | 0.00% | −2−1.5% | Reduced |
| Manchester Capital Management LLC | 129 | $17.2K | 0.00% | +7+5.7% | Added |
| AlphaMark Advisors, LLC | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 125 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 117 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 116 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 116 | $15.4K | 0.01% | +116 | New |
| Operose Advisors LLC | 110 | $14.6K | 0.00% | −150−57.7% | Reduced |
| Prestige Wealth Management Group LLC | 110 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 101 | $14.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 104 | $14.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 102 | $13.6K | 0.00% | +2+2.0% | Added |
| Mather Group, LLC. | 94 | $13.4K | 0.00% | +94 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $13.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $13.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 93 | $12.4K | 0.00% | −28−23.1% | Reduced |
| Tucker Asset Management LLC | 92 | $12.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 91 | $12.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $11.1K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 84 | $11.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 82 | $10.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 78 | $10.4K | 0.00% | +49+169.0% | Added |
| Bell Investment Advisors, Inc | 74 | $9.85K | 0.00% | +4+5.7% | Added |
| Thompson Investment Management, Inc. | 74 | $9.85K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $9.00K | 0.00% | +1+1.4% | Added |