Skip to main content
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
HighMark Wealth Management LLC65$8.65K0.01%00.0%Unchanged
Quent Capital, LLC65$8.65K0.00%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
Aspire Private Capital, LLC59$7.86K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.63$7.70K0.00%00.0%Unchanged
Smartleaf Asset Management LLC58$7.68K0.00%+37+176.2%Added
Zions Bancorporation, N.A.57$7.59K0.00%+16+39.0%Added
Frazier Financial Advisors, LLC54$7.20K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.54$7.19K0.00%00.0%Unchanged
Roble, Belko & Company, Inc52$7.00K0.00%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
Horizons Wealth Management44$6.25K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC45$5.99K0.00%+2+4.7%Added
Bartlett & Co. Wealth Management LLC44$5.86K0.00%00.0%Unchanged
Gleason Group, Inc.40$5.33K0.00%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
Laurel Wealth Advisors LLC37$4.93K0.00%00.0%Unchanged
Fortitude Family Office, LLC33$4.39K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$4.26K0.00%+1+3.2%Added
Brown Brothers Harriman & Co31$4.13K0.00%−29−48.3%Reduced
Cullen/Frost Bankers, Inc.31$4.13K0.00%00.0%Unchanged
Avion Wealth29$4.00K0.00%−2−6.5%Reduced
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
Hoey Investments, Inc28$3.73K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.26$3.46K0.00%+3+13.0%Added
Hexagon Capital Partners LLC26$3.46K0.00%+6+30.0%Added
Gradient Investments LLC24$3.20K0.00%−7−22.6%Reduced
WR Wealth Planners, LLC24$3.20K0.00%+24New
Farmers & Merchants Trust Co of Chambersburg PA19$3.00K0.00%−57−75.0%Reduced
BOK Financial Private Wealth, Inc.22$2.93K0.00%00.0%Unchanged
Caitlin John, LLC22$2.93K0.00%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
VisionPoint Advisory Group, LLC18$2.40K0.00%−1−5.3%Reduced
Kelly Financial Services LLC18$2.40K0.00%00.0%Unchanged
FSA Wealth Management LLC17$2.26K0.00%00.0%Unchanged
Dunhill Financial, LLC15$2.05K0.00%+2+15.4%Added
Penserra Capital Management LLC18$2.00K0.00%−951−98.1%Reduced
VitalStone Financial, LLC17$2.00K0.00%+17New
Frank, Rimerman Advisors LLC15$2.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC14$1.86K0.00%+1+7.7%Added
Park Place Capital Corp14$1.86K0.00%+14New
Eagle Bay Advisors LLC13$1.73K0.00%00.0%Unchanged
Fortis Group Advisors, LLC12$1.60K0.00%−12−50.0%Reduced
HM Payson & Co12$1.60K0.00%+12New
Voisard Asset Management Group, Inc.12$1.58K0.00%00.0%Unchanged
Richardson Financial Services Inc.11$1.47K0.00%+11New
True Wealth Design, LLC10$1.33K0.00%+4+66.7%Added
RFP Financial Group LLC10$1.33K0.00%+10New
JJJ Advisors Inc.9$1.20K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.9$1.20K0.00%00.0%Unchanged
Quest Partners LLC9$1.20K0.00%+9New
Carmichael Hill & Associates, Inc.8$1.07K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC8$1.07K0.00%00.0%Unchanged
NVWM, LLC5$6660.00%+5New
St. Johns Investment Management Company, LLC4$5330.00%00.0%Unchanged
TFC Financial Management4$5330.00%+1+33.3%Added
ClariVest Asset Management LLC3$3980.00%00.0%Unchanged
Continuum Advisory, LLC3$3600.00%+3New
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
Dogwood Wealth Management LLC0$30.00%0Unchanged
Davidson Kempner Capital Management LP0$00.00%−526,720−100.0%Sold out
Rivulet Capital, LLC0$00.00%−446,003−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−316,836−100.0%Sold out
Twin Tree Management, LP0$00.00%−284,085−100.0%Sold out
Dorsal Capital Management, LLC0$00.00%−250,000−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−209,053−100.0%Sold out
MKP Capital Management, L.L.C.0$00.00%−175,000−100.0%Sold out
River Road Asset Management, LLC0$00.00%−170,205−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−154,480−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−131,500−100.0%Sold out
Channing Capital Management, LLC0$00.00%−50,363−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−40,000−100.0%Sold out
Freemont Management S.A.0$00.00%−38,420−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−37,314−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−36,000−100.0%Sold out
First Pacific Advisors, LP0$00.00%−27,301−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−19,408−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−17,600−100.0%Sold out
Mawer Investment Management Ltd.0$00.00%−15,190−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−13,673−100.0%Sold out
Amarillo National Bank0$00.00%−9,986−100.0%Sold out
STRS Ohio0$00.00%−7,687−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−6,721−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−6,662−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−5,996−100.0%Sold out
Stevens Capital Management LP0$00.00%−5,957−100.0%Sold out
FJ Investments, LLC0$00.00%−5,500−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−5,335−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−5,200−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−4,960−100.0%Sold out