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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, Q3 2024

Institutional positions in Dollar Tree, Inc. as of Sep 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
689
−58 vs. Q2 2024
Shares held
207.8M
+11.9M (+6.1%) vs. Q2 2024
Total value
$14.6B
−$6.30B (−30.1%) vs. Q2 2024
New holders
89
237 more added
Sold out
147
259 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 689 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 heldQ3 2024: $14.6B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q2 2024.

Institutions holding DLTR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc1$00.00%−1,228−99.9%Reduced
Avion Wealth7$00.00%−11−61.1%Reduced
E Fund Management (Hong Kong) Co., Ltd.1$00.00%00.0%Unchanged
Evolution Advisers, Inc.5$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0Unchanged
JFS Wealth Advisors, LLC1$710.00%−119−99.2%Reduced
Mendota Financial Group, LLC1$710.00%+1New
West Oak Capital, LLC2$1000.00%+2New
WestEnd Advisors, LLC2$1410.00%00.0%Unchanged
Tortoise Investment Management, LLC2$1410.00%00.0%Unchanged
Ancora Advisors, LLC2$1410.00%+2New
Cornerstone Planning Group LLC3$1940.00%−10−76.9%Reduced
Continuum Advisory, LLC4$2630.00%+1+33.3%Added
St. Johns Investment Management Company, LLC4$2810.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.5$3520.00%00.0%Unchanged
Valued Wealth Advisors LLC6$4220.00%−6−50.0%Reduced
Claris Advisors, LLC7$4920.00%+7New
Trifecta Capital Advisors, LLC8$5630.00%00.0%Unchanged
True Wealth Design, LLC8$5630.00%00.0%Unchanged
Macroview Investment Management LLC8$5630.00%+8New
Evergreen Private Wealth LLC10$7030.00%−419−97.7%Reduced
North Star Investment Management Corp.10$7030.00%00.0%Unchanged
CVA Family Office, LLC12$8440.00%−233−95.1%Reduced
HM Payson & Co12$8440.00%00.0%Unchanged
Fortis Group Advisors, LLC12$8440.00%00.0%Unchanged
Strengthening Families & Communities, LLC12$8440.00%00.0%Unchanged
Eagle Bay Advisors LLC13$9140.00%00.0%Unchanged
McIlrath & Eck, LLC13$9140.00%+13New
DiNuzzo Private Wealth, Inc.13$9150.00%−16−55.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$9840.00%+10+250.0%Added
Penserra Capital Management LLC15$1.00K0.00%−3−16.7%Reduced
Farmers & Merchants Trust Co of Chambersburg PA19$1.00K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.15$1.05K0.00%+3+25.0%Added
Richardson Financial Services Inc.12$1.06K0.00%+6+100.0%Added
FSA Wealth Management LLC17$1.20K0.00%+17New
Hexagon Capital Partners LLC18$1.27K0.00%+2+12.5%Added
Raleigh Capital Management Inc.20$1.41K0.00%−48−70.6%Reduced
Atlantic Edge Private Wealth Management, LLC20$1.41K0.00%00.0%Unchanged
Chilton Capital Management LLC21$1.48K0.00%+21New
BOK Financial Private Wealth, Inc.22$1.55K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC23$1.62K0.00%+23New
Beacon Capital Management, LLC24$1.69K0.00%+24New
Uncommon Cents Investing LLC25$1.76K0.00%+25New
Ridgewood Investments LLC26$1.83K0.00%00.0%Unchanged
Zions Bancorporation, N.A.29$2.04K0.00%−7−19.4%Reduced
Archer Investment Corp30$2.11K0.00%00.0%Unchanged
Bell Investment Advisors, Inc33$2.32K0.00%−35−51.5%Reduced
MV Capital Management, Inc.37$2.60K0.00%−56−60.2%Reduced
GHP Investment Advisors, Inc.38$2.67K0.00%−2,123−98.2%Reduced
Larson Financial Group LLC39$2.74K0.00%+8+25.8%Added
Gleason Group, Inc.40$2.81K0.00%00.0%Unchanged
Planning Capital Management Corp40$2.81K0.00%+40New
Hoey Investments, Inc28$2.99K0.00%00.0%Unchanged
Hemington Wealth Management54$3.00K0.00%+54New
Carolinas Wealth Consulting LLC43$3.02K0.00%00.0%Unchanged
Dunhill Financial, LLC43$3.04K0.00%+23+115.0%Added
Raffa Wealth Management, LLC44$3.09K0.00%−664−93.8%Reduced
Bartlett & Co. Wealth Management LLC44$3.09K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC45$3.16K0.00%+45New
SRS Capital Advisors, Inc.45$3.17K0.00%−28−38.4%Reduced
Aviso Financial Inc.48$3.38K0.00%+48New
Westside Investment Management, Inc.50$3.52K0.00%00.0%Unchanged
Meeder Asset Management Inc50$3.52K0.00%+9+22.0%Added
Ashton Thomas Securities, LLC50$3.52K0.00%+50New
Frazier Financial Advisors, LLC54$3.80K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.60$4.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc52$4.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC59$4.15K0.00%00.0%Unchanged
Quent Capital, LLC60$4.22K0.00%−38−38.8%Reduced
Financial Network Wealth Advisors LLC61$4.29K0.00%−10−14.1%Reduced
Mather Group, LLC.62$4.35K0.00%−219−77.9%Reduced
Brown Brothers Harriman & Co65$4.57K0.00%+34+109.7%Added
Private Wealth Management Group, LLC74$5.20K0.00%−20−21.3%Reduced
Thompson Investment Management, Inc.74$5.20K0.00%00.0%Unchanged
TCTC Holdings, LLC75$5.27K0.00%−201−72.8%Reduced
Coppell Advisory Solutions LLC75$5.48K0.00%00.0%Unchanged
Salem Investment Counselors Inc82$5.77K0.00%00.0%Unchanged
Tucker Asset Management LLC84$5.91K0.00%00.0%Unchanged
Golden State Equity Partners85$5.98K0.00%+85New
Grove Bank & Trust91$6.40K0.00%00.0%Unchanged
Sachetta, LLC96$6.75K0.00%−29−23.2%Reduced
Covestor Ltd104$7.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC103$7.00K0.00%+8+8.4%Added
City State Bank100$7.03K0.00%−200−66.7%Reduced
TD Private Client Wealth LLC100$7.03K0.00%−95−48.7%Reduced
Front Row Advisors LLC100$7.03K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC100$7.03K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$7.03K0.00%+50+100.0%Added
JNBA Financial Advisors100$7.03K0.00%+100New
Operose Advisors LLC110$7.74K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC114$8.02K0.00%+8+7.5%Added
Bogart Wealth, LLC116$8.16K0.00%00.0%Unchanged
Rise Advisors, LLC116$8.16K0.00%00.0%Unchanged
AlphaMark Advisors, LLC125$9.00K0.00%00.0%Unchanged
Central Trust Co131$9.21K0.00%−358−73.2%Reduced
SJS Investment Consulting Inc.132$9.28K0.00%−18−12.0%Reduced
CoreCap Advisors, LLC133$9.35K0.00%+133New
Atticus Wealth Management, LLC136$9.56K0.00%−386−73.9%Reduced
MCF Advisors LLC136$9.56K0.00%00.0%Unchanged
Abound Wealth Management137$9.63K0.00%−6−4.2%Reduced