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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 33 | $3.52K | 0.00% | +33 | New |
| Fortitude Family Office, LLC | 33 | $3.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31 | $3.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $3.31K | 0.00% | +1+3.3% | Added |
| Archer Investment Corp | 30 | $3.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $3.10K | 0.00% | +3+11.5% | Added |
| Capital Advisors, Ltd. LLC | 28 | $3.00K | 0.00% | −11−28.2% | Reduced |
| Clear Street Markets LLC | 29 | $3.00K | 0.00% | +29 | New |
| Hoey Investments, Inc | 28 | $2.99K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 26 | $2.78K | 0.00% | +26 | New |
| BOK Financial Private Wealth, Inc. | 22 | $2.35K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 21 | $2.24K | 0.00% | +3+16.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 20 | $2.14K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 20 | $2.13K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $2.10K | 0.00% | +5+33.3% | Added |
| Valley National Advisers Inc | 25 | $2.00K | 0.00% | −41−62.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 18 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16 | $1.71K | 0.00% | −10−38.5% | Reduced |
| Triad Wealth Partners, LLC | 16 | $1.71K | 0.00% | +16 | New |
| Park Place Capital Corp | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $1.50K | 0.00% | +14 | New |
| Eagle Bay Advisors LLC | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 12 | $1.29K | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 12 | $1.28K | 0.00% | −2−14.3% | Reduced |
| HM Payson & Co | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $1.28K | 0.00% | −8−40.0% | Reduced |
| Fortis Group Advisors, LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $1.25K | 0.00% | +13 | New |
| Ashton Thomas Private Wealth, LLC | 11 | $1.17K | 0.00% | +11 | New |
| North Star Investment Management Corp. | 10 | $1.07K | 0.00% | −500−98.0% | Reduced |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | −27−67.5% | Reduced |
| Avion Wealth | 18 | $1.00K | 0.00% | −11−37.9% | Reduced |
| Strengthening Families & Communities, LLC | 12 | $1.00K | 0.00% | +12 | New |
| JJJ Advisors Inc. | 9 | $961 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $855 | 0.00% | −2−20.0% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $855 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 7 | $747 | 0.00% | −17−70.8% | Reduced |
| Richardson Financial Services Inc. | 6 | $641 | 0.00% | −5−45.5% | Reduced |
| RFP Financial Group LLC | 6 | $641 | 0.00% | −4−40.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 5 | $534 | 0.00% | −3−37.5% | Reduced |
| Transcendent Capital Group LLC | 5 | $534 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $427 | 0.00% | −223−98.2% | Reduced |
| St. Johns Investment Management Company, LLC | 4 | $427 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $320 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 2 | $214 | 0.00% | +2 | New |
| Ruedi Wealth Management, Inc. | 2 | $214 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −454,136−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −235,800−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −84,331−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −45,700−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −42,784−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −42,172−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −34,906−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −26,416−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −23,001−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −15,325−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −15,217−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −12,858−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,453−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,347−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,878−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,336−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,237−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,564−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −4,893−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −4,310−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −4,262−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,959−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| IMS Capital Management | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Gratus Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 0 | $0 | 0.00% | −2,229−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −2,123−100.0% | Sold out |