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, Q4 2024

Institutional positions in Dollar Tree, Inc. as of Dec 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
713
+35 vs. Q3 2024
Shares held
215.3M
+7.87M (+3.8%) vs. Q3 2024
Total value
$16.1B
+$1.51B (+10.3%) vs. Q3 2024
New holders
146
210 more added
Sold out
111
279 more reduced

11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 713 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 heldQ4 2024: $16.1B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q3 2024.

Institutions holding DLTR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.5$00.00%00.0%Unchanged
Evergreen Private Wealth LLC1$750.00%−9−90.0%Reduced
Activest Wealth Management1$750.00%+1New
Cape Investment Advisory, Inc.1$750.00%+1New
West Oak Capital, LLC2$1000.00%00.0%Unchanged
WestEnd Advisors, LLC2$1500.00%00.0%Unchanged
Tortoise Investment Management, LLC2$1500.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC2$1500.00%+2New
Legend Financial Advisors, Inc.2$1500.00%+2New
Principia Wealth Advisory, LLC2$1500.00%+2New
NBC Securities, Inc.2$1720.02%−2,686−99.9%Reduced
JFS Wealth Advisors, LLC3$2250.00%+2+200.0%Added
SWAN Capital LLC3$2250.00%+3New
St. Johns Investment Management Company, LLC4$3000.00%00.0%Unchanged
Continuum Advisory, LLC4$3000.00%00.0%Unchanged
NewSquare Capital LLC4$3000.00%+4New
Winnow Wealth LLC5$3020.00%+5New
Chesapeake Asset Management LLC5$3740.00%+5New
DiNuzzo Private Wealth, Inc.5$3750.00%−8−61.5%Reduced
West Paces Advisors Inc.5$3750.00%+5New
RE Dickinson Investment Advisors, LLC5$4000.00%+5New
Richardson Financial Services Inc.6$4500.00%−6−50.0%Reduced
Transce3nd, LLC6$4500.00%+6New
Dunhill Financial, LLC9$6430.00%−34−79.1%Reduced
Eagle Bay Advisors LLC9$6740.00%−4−30.8%Reduced
Whipplewood Advisors, LLC9$6750.00%+9New
North Star Investment Management Corp.10$7490.00%00.0%Unchanged
Wolff Wiese Magana LLC10$7500.00%+10New
Fortis Group Advisors, LLC12$8990.00%00.0%Unchanged
NVWM, LLC12$8990.00%+12New
Caitong International Asset Management Co., Ltd12$8990.00%+12New
Valued Wealth Advisors LLC12$9000.00%+6+100.0%Added
Farmers & Merchants Trust Co of Chambersburg PA19$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC9$1.00K0.00%+9New
Capital Analysts, LLC12$1.00K0.00%+12New
Hexagon Capital Partners LLC14$1.05K0.00%−4−22.2%Reduced
Tradewinds Capital Management, LLC15$1.13K0.00%+15New
WPG Advisers, LLC16$1.20K0.00%+16New
FSA Wealth Management LLC17$1.27K0.00%00.0%Unchanged
Central Trust Co18$1.35K0.00%−113−86.3%Reduced
Atlantic Edge Private Wealth Management, LLC20$1.50K0.00%00.0%Unchanged
Fedenia Advisers LLC21$1.57K0.00%+21New
UMA Financial Services, Inc.24$1.80K0.00%+24New
Ridgewood Investments LLC26$1.95K0.00%00.0%Unchanged
Bell Investment Advisors, Inc26$1.95K0.00%−7−21.2%Reduced
Wood Tarver Financial Group, LLC34$2.00K0.00%+34New
Mather Group, LLC.27$2.02K0.00%−35−56.5%Reduced
Truvestments Capital LLC27$2.02K0.00%+27New
BOK Financial Private Wealth, Inc.27$2.02K0.00%+5+22.7%Added
Hoey Investments, Inc28$2.10K0.00%00.0%Unchanged
Archer Investment Corp30$2.25K0.00%00.0%Unchanged
Red Tortoise LLC30$2.25K0.00%+30New
North Ridge Wealth Advisors, Inc.30$2.25K0.00%+30New
Comprehensive Financial Planning, Inc.31$2.32K0.00%+31New
PayPay Securities Corp34$2.55K0.11%+34New
Mowery & Schoenfeld Wealth Management, LLC34$2.55K0.00%+34New
Harbor Investment Advisory, LLC38$2.85K0.00%−167−81.5%Reduced
Synergy Investment Management, LLC38$2.85K0.00%+38New
Gleason Group, Inc.40$3.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC44$3.30K0.00%00.0%Unchanged
Larson Financial Group LLC48$3.60K0.00%+9+23.1%Added
Westside Investment Management, Inc.50$3.75K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.50$3.75K0.00%+50New
Financial Network Wealth Advisors LLC51$3.82K0.01%−10−16.4%Reduced
Pinnacle Bancorp, Inc.53$3.97K0.00%−139−72.4%Reduced
Roble, Belko & Company, Inc52$4.00K0.00%00.0%Unchanged
Avion Wealth55$4.00K0.00%+48+685.7%Added
Frazier Financial Advisors, LLC54$4.04K0.00%00.0%Unchanged
Zions Bancorporation, N.A.55$4.12K0.00%+26+89.7%Added
Sierra Ocean, LLC55$4.12K0.00%+55New
Golden State Wealth Management, LLC56$4.20K0.00%+56New
High Note Wealth, LLC58$4.35K0.00%+58New
1620 Investment Advisors, Inc.61$4.57K0.00%+61New
True Wealth Design, LLC63$4.72K0.00%+55+687.5%Added
SJS Investment Consulting Inc.64$4.80K0.00%−68−51.5%Reduced
Carolinas Wealth Consulting LLC65$4.87K0.00%+22+51.2%Added
Thompson Investment Management, Inc.74$5.55K0.00%00.0%Unchanged
TCTC Holdings, LLC75$5.62K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC76$5.70K0.00%+62+442.9%Added
MV Capital Management, Inc.77$5.77K0.00%+40+108.1%Added
Crewe Advisors LLC78$5.85K0.00%−238−75.3%Reduced
Wingate Wealth Advisors, Inc.82$6.14K0.01%+82New
Tucker Asset Management LLC84$6.29K0.00%00.0%Unchanged
Grove Bank & Trust91$6.82K0.00%00.0%Unchanged
Hemington Wealth Management94$7.00K0.00%+40+74.1%Added
Main Street Group, LTD98$7.34K0.00%−40−29.0%Reduced
Coppell Advisory Solutions LLC99$7.40K0.00%+24+32.0%Added
Brown, Lisle/Cummings, Inc.100$7.49K0.00%−200−66.7%Reduced
Front Row Advisors LLC100$7.49K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$7.49K0.00%00.0%Unchanged
City State Bank100$7.49K0.00%00.0%Unchanged
Abound Wealth Management107$8.04K0.00%−30−21.9%Reduced
Bartlett & Co. Wealth Management LLC109$8.17K0.00%+65+147.7%Added
Prestige Wealth Management Group LLC114$8.54K0.00%00.0%Unchanged
Sachetta, LLC115$8.62K0.00%+19+19.8%Added
Bogart Wealth, LLC116$8.69K0.00%00.0%Unchanged
Rise Advisors, LLC116$8.69K0.00%00.0%Unchanged
AlphaMark Advisors, LLC125$9.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.120$9.00K0.00%+60+100.0%Added
Cassady Schiller Wealth Management, LLC121$9.07K0.00%+21+21.0%Added