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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 123 | $9.22K | 0.00% | −596−82.9% | Reduced |
| Nemes Rush Group LLC | 125 | $9.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 130 | $9.74K | 0.00% | −75−36.6% | Reduced |
| Generali Asset Management SPA SGR | 130 | $9.74K | 0.00% | +130 | New |
| CoreCap Advisors, LLC | 133 | $9.97K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 136 | $10.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 136 | $10.2K | 0.00% | +71+109.2% | Added |
| PenderFund Capital Management Ltd. | 95 | $10.2K | 0.00% | −1,905−95.3% | Reduced |
| Studio Investment Management LLC | 138 | $10.3K | 0.00% | +138 | New |
| Byrne Asset Management LLC | 140 | $10.5K | 0.01% | −995−87.7% | Reduced |
| Manchester Capital Management LLC | 142 | $10.6K | 0.00% | −56−28.3% | Reduced |
| Quarry LP | 144 | $10.8K | 0.00% | +144 | New |
| Medallion Wealth Advisors, LLC | 149 | $11.2K | 0.01% | +149 | New |
| Heritage Wealth Advisors | 150 | $11.2K | 0.00% | −200−57.1% | Reduced |
| TD Private Client Wealth LLC | 155 | $11.6K | 0.00% | +55+55.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 165 | $12.4K | 0.00% | +145+725.0% | Added |
| MCF Advisors LLC | 168 | $12.6K | 0.00% | +32+23.5% | Added |
| Catalyst Capital Advisors LLC | 170 | $12.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 175 | $13.1K | 0.00% | +30+20.7% | Added |
| SBI Securities Co., Ltd. | 186 | $13.9K | 0.00% | +186 | New |
| GW&K Investment Management, LLC | 187 | $14.0K | 0.00% | +84+81.6% | Added |
| Indiana Trust & Investment Management CO | 190 | $14.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 193 | $14.8K | 0.01% | −127−39.7% | Reduced |
| Skopos Labs, Inc. | 200 | $15.0K | 0.00% | −477−70.5% | Reduced |
| Millstone Evans Group, LLC | 200 | $15.0K | 0.01% | +200 | New |
| Covestor Ltd | 197 | $15.0K | 0.01% | +93+89.4% | Added |
| Rakuten Securities, Inc. | 215 | $16.1K | 0.01% | −95−30.6% | Reduced |
| Whittier Trust Co | 216 | $16.2K | 0.00% | −17−7.3% | Reduced |
| Key Financial Inc | 219 | $16.4K | 0.00% | −724−76.8% | Reduced |
| Missouri Trust & Investment Co | 222 | $16.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 224 | $16.8K | 0.00% | −329−59.5% | Reduced |
| WealthTrak Capital Management LLC | 225 | $16.9K | 0.01% | +225 | New |
| Private Wealth Management Group, LLC | 229 | $17.2K | 0.01% | +155+209.5% | Added |
| Washington Trust Co | 235 | $17.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $17.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 238 | $17.8K | 0.01% | +100+72.5% | Added |
| Crews Bank & Trust | 250 | $18.7K | 0.00% | +250 | New |
| Park Square Financial Group, LLC | 250 | $18.7K | 0.01% | +250 | New |
| Riverview Trust Co | 260 | $19.5K | 0.02% | +260 | New |
| Smartleaf Asset Management LLC | 274 | $20.5K | 0.00% | −74−21.3% | Reduced |
| Quent Capital, LLC | 275 | $20.6K | 0.00% | +215+358.3% | Added |
| Creative Financial Designs Inc | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $22.5K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 305 | $22.9K | 0.02% | +305 | New |
| Logan Capital Management Inc | 315 | $23.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 324 | $24.3K | 0.01% | −390−54.6% | Reduced |
| Asset Dedication, LLC | 342 | $25.6K | 0.00% | −227−39.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 346 | $25.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 347 | $26.0K | 0.00% | +346+34,600.0% | Added |
| Assetmark, Inc | 350 | $26.2K | 0.00% | +149+74.1% | Added |
| American National Bank | 350 | $26.2K | 0.00% | +350 | New |
| Tacita Capital Inc | 360 | $27.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 399 | $29.9K | 0.00% | −95−19.2% | Reduced |
| Clean Yield Group | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 404 | $30.3K | 0.01% | +404 | New |
| GWM Advisors LLC | 412 | $30.9K | 0.00% | −150−26.7% | Reduced |
| Harbour Investments, Inc. | 414 | $31.0K | 0.00% | +11+2.7% | Added |
| Parkside Financial Bank & Trust | 424 | $31.8K | 0.00% | +232+120.8% | Added |
| Hurley Capital, LLC | 440 | $32.6K | 0.03% | +440 | New |
| Massmutual Trust Co FSB | 440 | $33.0K | 0.00% | +210+91.3% | Added |
| CVA Family Office, LLC | 479 | $35.9K | 0.01% | +467+3,891.7% | Added |
| Proequities, Inc. | 503 | $36.2K | 0.00% | +79+18.6% | Added |
| Eastern Bank | 484 | $36.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 485 | $36.3K | 0.01% | −313−39.2% | Reduced |
| Colonial Trust Co | 504 | $37.8K | 0.01% | −125−19.9% | Reduced |
| Global Financial Private Client, LLC | 505 | $37.8K | 0.01% | +5+1.0% | Added |
| Penserra Capital Management LLC | 513 | $38.0K | 0.00% | +498+3,320.0% | Added |
| DT Investment Partners, LLC | 540 | $40.5K | 0.00% | −29−5.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 571 | $42.8K | 0.04% | +571 | New |
| Umb Bank N A | 584 | $43.8K | 0.00% | −28−4.6% | Reduced |
| Global Retirement Partners, LLC | 592 | $44.4K | 0.00% | −856−59.1% | Reduced |
| Hopwood Financial Services, Inc. | 600 | $45.0K | 0.03% | +600 | New |
| Geneos Wealth Management Inc. | 627 | $47.0K | 0.00% | −95−13.2% | Reduced |
| Cromwell Holdings LLC | 665 | $49.8K | 0.03% | +665 | New |
| Sunbelt Securities, Inc. | 701 | $52.4K | 0.00% | +72+11.4% | Added |
| IFP Advisors, Inc | 710 | $53.3K | 0.00% | −184−20.6% | Reduced |
| R Squared Ltd | 720 | $54.0K | 0.05% | +720 | New |
| Northwestern Mutual Wealth Management Co | 754 | $56.5K | 0.00% | −477−38.7% | Reduced |
| GeoWealth Management, LLC | 811 | $60.8K | 0.00% | +811 | New |
| HHM Wealth Advisors, LLC | 812 | $60.9K | 0.01% | +812 | New |
| Pflug Koory, LLC | 813 | $60.9K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 847 | $63.0K | 0.00% | −36−4.1% | Reduced |
| Deseret Mutual Benefit Administrators | 907 | $68.0K | 0.03% | +157+20.9% | Added |
| Winthrop Capital Management, LLC | 952 | $71.0K | 0.02% | +952 | New |
| Battery Global Advisors, LLC | 957 | $71.7K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 987 | $74.0K | 0.01% | −120−10.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,000 | $74.9K | 0.00% | −3−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,024 | $76.7K | 0.00% | +57+5.9% | Added |
| Paladin Advisory Group, LLC | 1,071 | $80.3K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,196 | $89.6K | 0.01% | +1,008+536.2% | Added |
| Bruce G. Allen Investments, LLC | 1,341 | $100.5K | 0.08% | −141−9.5% | Reduced |
| Private Trust Co NA | 1,368 | $102.5K | 0.01% | +89+7.0% | Added |
| Evermay Wealth Management LLC | 1,420 | $106.4K | 0.02% | −180−11.3% | Reduced |
| Provenance Wealth Advisors, LLC | 1,424 | $106.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,454 | $109.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,500 | $112.4K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,564 | $112.5K | 0.00% | +413+35.9% | Added |
| Bollard Group LLC | 1,538 | $115.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,568 | $117.5K | 0.00% | −1,057−40.3% | Reduced |