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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
Operose Advisors LLC0$00.00%−110−100.0%Sold out
JNBA Financial Advisors0$00.00%−100−100.0%Sold out
Golden State Equity Partners0$00.00%−85−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−82−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−59−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−50−100.0%Sold out
Aviso Financial Inc.0$00.00%−48−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−45−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−38−100.0%Sold out
Uncommon Cents Investing LLC0$00.00%−25−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−24−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−23−100.0%Sold out
Chilton Capital Management LLC0$00.00%−21−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−15−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−13−100.0%Sold out
HM Payson & Co0$00.00%−12−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−12−100.0%Sold out
Macroview Investment Management LLC0$00.00%−8−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−8−100.0%Sold out
Claris Advisors, LLC0$00.00%−7−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−3−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
E Fund Management (Hong Kong) Co., Ltd.0$00.00%−1−100.0%Sold out
Raymond James & Associates––––Not filed
Chartwell Investment Partners, LLC––––Not filed
Smithbridge Asset Management Inc––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
SpiderRock Advisors, LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
AM Squared Ltd––––Not filed
Planning Capital Management Corp––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed