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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, Q1 2025

Institutional positions in Dollar Tree, Inc. as of Mar 31, 2025. 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
715
+14 vs. Q4 2024
Shares held
222.0M
+8.76M (+4.1%) vs. Q4 2024
Total value
$16.6B
+$698.1M (+4.4%) vs. Q4 2024
New holders
107
259 more added
Sold out
93
237 more reduced

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 715 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 heldQ1 2025: $16.6B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2024.

Institutions holding DLTR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Halbert Hargrove Global Advisors, LLC1$410.00%+1New
Cape Investment Advisory, Inc.1$750.00%00.0%Unchanged
Perkins Coie Trust Co1$750.00%+1New
ROSS\JOHNSON & Associates LLC1$750.00%+1New
Tortoise Investment Management, LLC2$1500.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$1510.00%−1−33.3%Reduced
HFM Investment Advisors, LLC2$1510.00%+2New
West Oak Capital, LLC2$2000.00%00.0%Unchanged
West Paces Advisors Inc.3$2250.00%−2−40.0%Reduced
SWAN Capital LLC3$2250.00%00.0%Unchanged
GoalVest Advisory LLC3$2250.00%+3New
Highline Wealth Partners LLC3$2250.00%+3New
St. Johns Investment Management Company, LLC4$3000.00%00.0%Unchanged
Continuum Advisory, LLC4$3000.00%00.0%Unchanged
Private Wealth Asset Management, LLC4$3000.00%+4New
DiNuzzo Private Wealth, Inc.4$3010.00%−1−20.0%Reduced
MPWM Advisory Solutions, LLC5$3750.00%−300−98.4%Reduced
Chesapeake Asset Management LLC5$3750.00%00.0%Unchanged
Richardson Financial Services Inc.6$4500.00%00.0%Unchanged
Transce3nd, LLC6$4500.00%00.0%Unchanged
Winnow Wealth LLC7$4530.00%+2+40.0%Added
WestEnd Advisors, LLC7$5250.00%+5+250.0%Added
Bare Financial Services, Inc8$6010.00%+8New
Wolff Wiese Magana LLC10$7510.00%00.0%Unchanged
North Star Investment Management Corp.10$7510.00%00.0%Unchanged
Principia Wealth Advisory, LLC12$8710.00%+10+500.0%Added
Valued Wealth Advisors LLC12$9010.00%00.0%Unchanged
Fortis Group Advisors, LLC12$9010.00%00.0%Unchanged
Whipplewood Advisors, LLC16$9750.00%+7+77.8%Added
Nova Wealth Management, Inc.13$9760.00%+13New
Farmers & Merchants Trust Co of Chambersburg PA19$1.00K0.00%00.0%Unchanged
Dunhill Financial, LLC15$1.10K0.00%+6+66.7%Added
FSA Wealth Management LLC17$1.28K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$1.50K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.22$1.65K0.00%−5−18.5%Reduced
PayPay Securities Corp22$1.72K0.10%−12−35.3%Reduced
UMA Financial Services, Inc.24$1.80K0.00%00.0%Unchanged
Ogorek Anthony Joseph34$2.00K0.00%+34New
Cornerstone Planning Group LLC24$2.00K0.00%+24New
Hoey Investments, Inc28$2.10K0.00%00.0%Unchanged
Archer Investment Corp30$2.25K0.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.30$2.25K0.00%00.0%Unchanged
Bell Investment Advisors, Inc33$2.48K0.00%+7+26.9%Added
Wood Tarver Financial Group, LLC34$2.55K0.00%00.0%Unchanged
Kiker Wealth Management, LLC35$2.63K0.00%+35New
Sierra Ocean, LLC36$2.70K0.00%−19−34.5%Reduced
Harbor Investment Advisory, LLC36$2.70K0.00%−2−5.3%Reduced
Synergy Investment Management, LLC38$2.85K0.00%00.0%Unchanged
Winthrop Capital Management, LLC35$3.00K0.00%−917−96.3%Reduced
Manchester Capital Management LLC40$3.00K0.00%−102−71.8%Reduced
Gleason Group, Inc.40$3.00K0.00%00.0%Unchanged
Activest Wealth Management40$3.00K0.00%+39+3,900.0%Added
Legacy Wealth Managment, LLC41$3.08K0.00%+41New
Carolinas Wealth Consulting LLC43$3.23K0.00%−22−33.8%Reduced
Raffa Wealth Management, LLC44$3.30K0.00%00.0%Unchanged
NewSquare Capital LLC48$3.60K0.00%+44+1,100.0%Added
Westside Investment Management, Inc.50$3.75K0.00%00.0%Unchanged
JNBA Financial Advisors50$3.75K0.00%+50New
HighMark Wealth Management LLC50$3.75K0.00%+50New
Pinnacle Bancorp, Inc.53$3.98K0.00%00.0%Unchanged
Roble, Belko & Company, Inc52$4.00K0.00%00.0%Unchanged
Avion Wealth55$4.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC54$4.05K0.00%00.0%Unchanged
High Note Wealth, LLC55$4.13K0.00%−3−5.2%Reduced
Golden State Wealth Management, LLC56$4.20K0.00%00.0%Unchanged
North Capital, Inc.58$4.35K0.00%+58New
1620 Investment Advisors, Inc.61$4.58K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC64$4.80K0.01%+13+25.5%Added
Bartlett & Co. Wealth Management LLC67$5.03K0.00%−42−38.5%Reduced
SRS Capital Advisors, Inc.72$5.41K0.00%−1,709−96.0%Reduced
Fiduciary Wealth Partners, LLC73$5.48K0.00%+73New
Thompson Investment Management, Inc.74$5.55K0.00%00.0%Unchanged
CoreCap Advisors, LLC77$5.78K0.00%−56−42.1%Reduced
True Wealth Design, LLC80$6.01K0.00%+17+27.0%Added
Saudi Central Bank80$6.01K0.03%+80New
Spire Wealth Management81$6.08K0.00%−49−37.7%Reduced
Mather Group, LLC.81$6.08K0.00%+54+200.0%Added
Sachetta, LLC83$6.23K0.00%−32−27.8%Reduced
WPG Advisers, LLC87$6.53K0.01%+71+443.8%Added
Grove Bank & Trust91$6.83K0.00%00.0%Unchanged
Hemington Wealth Management101$7.00K0.00%+7+7.4%Added
MV Capital Management, Inc.98$7.36K0.00%+21+27.3%Added
Main Street Group, LTD98$7.36K0.00%00.0%Unchanged
Larson Financial Group LLC99$7.43K0.00%+51+106.3%Added
TD Private Client Wealth LLC100$7.51K0.00%−55−35.5%Reduced
Abound Wealth Management100$7.51K0.00%−7−6.5%Reduced
Front Row Advisors LLC100$7.51K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$7.51K0.00%00.0%Unchanged
City State Bank100$7.51K0.00%00.0%Unchanged
Crewe Advisors LLC102$7.66K0.00%+24+30.8%Added
Brown, Lisle/Cummings, Inc.103$7.73K0.00%+3+3.0%Added
Hantz Financial Services, Inc.107$8.00K0.00%+107New
Hazlett, Burt & Watson, Inc.120$9.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC121$9.00K0.00%+112+1,244.4%Added
Rakuten Securities, Inc.121$9.08K0.00%−94−43.7%Reduced
Bogart Wealth, LLC123$9.23K0.00%+7+6.0%Added
Generali Asset Management SPA SGR125$9.38K0.00%−5−3.8%Reduced
Nemes Rush Group LLC125$9.38K0.00%00.0%Unchanged
Brown Brothers Harriman & Co136$10.2K0.00%00.0%Unchanged
Atticus Wealth Management, LLC136$10.2K0.00%00.0%Unchanged