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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, Q2 2024

Institutional positions in Dollar Tree, Inc. as of Jun 30, 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
754
−7 vs. Q1 2024
Shares held
212.4M
−2.79M (−1.3%) vs. Q1 2024
Total value
$22.7B
−$5.82B (−20.4%) vs. Q1 2024
New holders
88
243 more added
Sold out
95
299 more reduced

9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 754 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 heldQ2 2024: $22.7B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2024.

Institutions holding DLTR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
E Fund Management (Hong Kong) Co., Ltd.1$00.00%+1New
Evolution Advisers, Inc.5$00.00%+5New
Dogwood Wealth Management LLC0$30.00%0Unchanged
WestEnd Advisors, LLC2$2140.00%00.0%Unchanged
Tortoise Investment Management, LLC2$2140.00%00.0%Unchanged
Legend Financial Advisors, Inc.2$2140.00%+2New
Ruedi Wealth Management, Inc.2$2140.00%+2New
Continuum Advisory, LLC3$3200.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$4270.00%−223−98.2%Reduced
St. Johns Investment Management Company, LLC4$4270.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.5$5340.00%−3−37.5%Reduced
Transcendent Capital Group LLC5$5340.00%+5New
Richardson Financial Services Inc.6$6410.00%−5−45.5%Reduced
RFP Financial Group LLC6$6410.00%−4−40.0%Reduced
WR Wealth Planners, LLC7$7470.00%−17−70.8%Reduced
True Wealth Design, LLC8$8550.00%−2−20.0%Reduced
Trifecta Capital Advisors, LLC8$8550.00%00.0%Unchanged
JJJ Advisors Inc.9$9610.00%00.0%Unchanged
Financial Management Professionals, Inc.13$1.00K0.00%−27−67.5%Reduced
Avion Wealth18$1.00K0.00%−11−37.9%Reduced
Strengthening Families & Communities, LLC12$1.00K0.00%+12New
North Star Investment Management Corp.10$1.07K0.00%−500−98.0%Reduced
Ashton Thomas Private Wealth, LLC11$1.17K0.00%+11New
Cornerstone Planning Group LLC13$1.25K0.00%+13New
Voisard Asset Management Group, Inc.12$1.27K0.00%00.0%Unchanged
Aspect Partners, LLC12$1.28K0.00%−8−40.0%Reduced
Fortis Group Advisors, LLC12$1.28K0.00%00.0%Unchanged
Valued Wealth Advisors LLC12$1.28K0.00%−2−14.3%Reduced
HM Payson & Co12$1.28K0.00%00.0%Unchanged
ORG Partners LLC12$1.29K0.00%+12New
Eagle Bay Advisors LLC13$1.39K0.00%00.0%Unchanged
Park Place Capital Corp14$1.50K0.00%00.0%Unchanged
Rakuten Securities, Inc.14$1.50K0.00%+14New
Triad Wealth Partners, LLC16$1.71K0.00%+16New
Hexagon Capital Partners LLC16$1.71K0.00%−10−38.5%Reduced
Kelly Financial Services LLC18$1.92K0.00%00.0%Unchanged
Valley National Advisers Inc25$2.00K0.00%−41−62.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
Penserra Capital Management LLC18$2.00K0.00%00.0%Unchanged
Dunhill Financial, LLC20$2.10K0.00%+5+33.3%Added
Pinnacle Bancorp, Inc.20$2.13K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$2.14K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC21$2.24K0.00%+3+16.7%Added
BOK Financial Private Wealth, Inc.22$2.35K0.00%00.0%Unchanged
Ridgewood Investments LLC26$2.78K0.00%+26New
Hoey Investments, Inc28$2.99K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC28$3.00K0.00%−11−28.2%Reduced
Clear Street Markets LLC29$3.00K0.00%+29New
DiNuzzo Private Wealth, Inc.29$3.10K0.00%+3+11.5%Added
Archer Investment Corp30$3.20K0.00%00.0%Unchanged
Brown Brothers Harriman & Co31$3.31K0.00%00.0%Unchanged
Larson Financial Group LLC31$3.31K0.00%+1+3.3%Added
Fortitude Family Office, LLC33$3.52K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC33$3.52K0.00%+33New
Baldwin Brothers Inc35$3.74K0.00%+35New
Zions Bancorporation, N.A.36$3.84K0.00%−21−36.8%Reduced
Laurel Wealth Advisors LLC37$3.95K0.00%00.0%Unchanged
Gleason Group, Inc.40$4.27K0.00%00.0%Unchanged
Meeder Asset Management Inc41$4.38K0.00%−4,938−99.2%Reduced
Carolinas Wealth Consulting LLC43$4.59K0.00%−2−4.4%Reduced
Bartlett & Co. Wealth Management LLC44$4.70K0.00%00.0%Unchanged
Family Firm, Inc.45$4.80K0.00%+45New
Westside Investment Management, Inc.50$5.34K0.00%00.0%Unchanged
Burkett Financial Services, LLC50$5.34K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC50$5.34K0.00%+50New
Frazier Financial Advisors, LLC54$5.78K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.60$6.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc52$6.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC59$6.30K0.00%00.0%Unchanged
Raleigh Capital Management Inc.68$7.26K0.00%−10−12.8%Reduced
Bell Investment Advisors, Inc68$7.26K0.00%−6−8.1%Reduced
Financial Network Wealth Advisors LLC71$7.51K0.01%+71New
HighMark Wealth Management LLC71$7.58K0.00%+6+9.2%Added
SRS Capital Advisors, Inc.73$7.79K0.00%+19+35.2%Added
Thompson Investment Management, Inc.74$7.90K0.00%00.0%Unchanged
Sunbelt Securities, Inc.75$8.01K0.00%−2,640−97.2%Reduced
Coppell Advisory Solutions LLC75$8.01K0.00%+75New
Wetzel Investment Advisors, Inc.63$8.39K0.00%00.0%Unchanged
Salem Investment Counselors Inc82$8.76K0.00%00.0%Unchanged
Tucker Asset Management LLC84$8.97K0.00%−8−8.7%Reduced
Grove Bank & Trust91$9.72K0.00%00.0%Unchanged
MV Capital Management, Inc.93$9.93K0.00%−7−7.0%Reduced
SYSTM Wealth Solutions LLC93$9.93K0.00%00.0%Unchanged
GW&K Investment Management, LLC95$10.0K0.00%+25+35.7%Added
Private Wealth Management Group, LLC94$10.0K0.00%−47−33.3%Reduced
United Community Bank95$10.1K0.00%−95−50.0%Reduced
Unique Wealth Strategies, LLC77$10.3K0.00%+77New
Quent Capital, LLC98$10.5K0.00%+33+50.8%Added
Brown, Lisle/Cummings, Inc.100$10.7K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$10.7K0.01%00.0%Unchanged
Front Row Advisors LLC100$10.7K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC100$10.7K0.00%00.0%Unchanged
Manchester Capital Management LLC102$10.9K0.00%−27−20.9%Reduced
Covestor Ltd104$11.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC106$11.3K0.00%−4−3.6%Reduced
Operose Advisors LLC110$11.7K0.00%00.0%Unchanged
Bogart Wealth, LLC116$12.4K0.00%00.0%Unchanged
Rise Advisors, LLC116$12.4K0.01%00.0%Unchanged
Sittner & Nelson, LLC117$12.5K0.01%00.0%Unchanged
Gradient Investments LLC118$12.6K0.00%+94+391.7%Added