Skip to main content

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
Vestor Capital, LLC0$00.00%−406−100.0%Sold out
TruNorth Capital Management, LLC0$00.00%−220−100.0%Sold out
Register Financial Advisors LLC0$00.00%−207−100.0%Sold out
Adirondack Trust Co0$00.00%−200−100.0%Sold out
Quarry LP0$00.00%−195−100.0%Sold out
Riverview Trust Co0$00.00%−127−100.0%Sold out
Gradient Investments LLC0$00.00%−118−100.0%Sold out
Sittner & Nelson, LLC0$00.00%−117−100.0%Sold out
Mark Sheptoff Financial Planning, LLC0$00.00%−100−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−77−100.0%Sold out
United Community Bank0$00.00%−95−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−93−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−63−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−71−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−50−100.0%Sold out
Family Firm, Inc.0$00.00%−45−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−37−100.0%Sold out
Baldwin Brothers Inc0$00.00%−35−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−33−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−33−100.0%Sold out
Clear Street Markets LLC0$00.00%−29−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−28−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−21−100.0%Sold out
Valley National Advisers Inc0$00.00%−25−100.0%Sold out
Kelly Financial Services LLC0$00.00%−18−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−16−100.0%Sold out
Park Place Capital Corp0$00.00%−14−100.0%Sold out
ORG Partners LLC0$00.00%−12−100.0%Sold out
Aspect Partners, LLC0$00.00%−12−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−11−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−13−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−7−100.0%Sold out
RFP Financial Group LLC0$00.00%−6−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−5−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−2−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−2−100.0%Sold out
BlackRock Inc.––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Ofi Invest Asset Management––––Not filed
ICA Group Wealth Management, LLC––––Not filed
JJJ Advisors Inc.––––Not filed