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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 142 | $10.7K | 0.00% | −133−48.4% | Reduced |
| Farmers & Merchants Investments Inc | 145 | $10.9K | 0.00% | −30−17.1% | Reduced |
| Medallion Wealth Advisors, LLC | 149 | $11.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $11.3K | 0.00% | −329−68.7% | Reduced |
| Heritage Wealth Advisors | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 153 | $11.5K | 0.00% | +39+34.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 161 | $12.1K | 0.00% | −7−4.2% | Reduced |
| Rise Advisors, LLC | 168 | $12.6K | 0.01% | +52+44.8% | Added |
| SBI Securities Co., Ltd. | 187 | $14.0K | 0.00% | +1+0.5% | Added |
| Indiana Trust & Investment Management CO | 190 | $14.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 203 | $15.0K | 0.01% | +6+3.0% | Added |
| GW&K Investment Management, LLC | 199 | $15.0K | 0.00% | +12+6.4% | Added |
| Millstone Evans Group, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $15.0K | 0.01% | +200 | New |
| Private Wealth Management Group, LLC | 202 | $15.2K | 0.01% | −27−11.8% | Reduced |
| Key Financial Inc | 219 | $16.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 228 | $16.6K | 0.00% | −46−16.8% | Reduced |
| Missouri Trust & Investment Co | 222 | $16.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 225 | $16.9K | 0.00% | +1+0.4% | Added |
| WealthTrak Capital Management LLC | 230 | $17.3K | 0.01% | +5+2.2% | Added |
| Washington Trust Co | 235 | $17.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $17.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 238 | $17.8K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 250 | $18.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $22.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $22.5K | 0.00% | +300 | New |
| Logan Capital Management Inc | 315 | $23.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 324 | $24.3K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 324 | $24.4K | 0.01% | +324 | New |
| Assetmark, Inc | 338 | $25.3K | 0.00% | −12−3.4% | Reduced |
| Asset Dedication, LLC | 342 | $25.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 346 | $26.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 347 | $26.0K | 0.00% | −52−13.0% | Reduced |
| American National Bank | 350 | $26.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 358 | $26.9K | 0.00% | +235+191.1% | Added |
| Skopos Labs, Inc. | 358 | $26.9K | 0.01% | +158+79.0% | Added |
| Tacita Capital Inc | 360 | $27.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 393 | $28.6K | 0.01% | +393 | New |
| Harbour Investments, Inc. | 387 | $29.1K | 0.00% | −27−6.5% | Reduced |
| Zions Bancorporation, National Association | 395 | $29.7K | 0.00% | +395 | New |
| Quest Partners LLC | 400 | $30.0K | 0.00% | −1,963−83.1% | Reduced |
| Clean Yield Group | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 411 | $30.9K | 0.00% | −73−15.1% | Reduced |
| Parkside Financial Bank & Trust | 473 | $35.5K | 0.00% | +49+11.6% | Added |
| Glen Eagle Advisors, LLC | 485 | $36.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 464 | $37.7K | 0.00% | −1,100−70.3% | Reduced |
| Sunbelt Securities, Inc. | 510 | $38.3K | 0.00% | −191−27.2% | Reduced |
| Global Financial Private Client, LLC | 512 | $38.4K | 0.01% | +7+1.4% | Added |
| DT Investment Partners, LLC | 540 | $40.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 571 | $42.9K | 0.01% | +67+13.3% | Added |
| Murphy & Mullick Capital Management Corp | 571 | $42.9K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 575 | $43.0K | 0.00% | +575 | New |
| Hopwood Financial Services, Inc. | 600 | $45.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 620 | $46.5K | 0.00% | +36+6.2% | Added |
| Sentry Investment Management LLC | 661 | $48.0K | 0.03% | +661 | New |
| Geneos Wealth Management Inc. | 661 | $49.6K | 0.00% | +34+5.4% | Added |
| GeoWealth Management, LLC | 674 | $50.6K | 0.00% | −137−16.9% | Reduced |
| Cromwell Holdings LLC | 679 | $51.0K | 0.03% | +14+2.1% | Added |
| HHM Wealth Advisors, LLC | 800 | $60.1K | 0.01% | −12−1.5% | Reduced |
| Pflug Koory, LLC | 813 | $61.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 847 | $65.0K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 957 | $71.8K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 974 | $73.1K | 0.00% | +534+121.4% | Added |
| eCIO, Inc. | 974 | $73.1K | 0.02% | +974 | New |
| AdvisorNet Financial, Inc | 982 | $73.7K | 0.01% | −5−0.5% | Reduced |
| Johnson Financial Group, Inc. | 998 | $74.9K | 0.00% | +998 | New |
| Whittier Trust Co of Nevada Inc | 1,000 | $75.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,014 | $76.1K | 0.04% | +107+11.8% | Added |
| S.A. Mason LLC | 1,018 | $76.4K | 0.04% | −714−41.2% | Reduced |
| Paladin Advisory Group, LLC | 1,071 | $80.4K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,076 | $80.8K | 0.01% | −120−10.0% | Reduced |
| Evermay Wealth Management LLC | 1,145 | $86.0K | 0.01% | −275−19.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,189 | $89.3K | 0.00% | +435+57.7% | Added |
| IFP Advisors, Inc | 1,211 | $90.9K | 0.00% | +501+70.6% | Added |
| Bruce G. Allen Investments, LLC | 1,241 | $93.2K | 0.07% | −100−7.5% | Reduced |
| Provenance Wealth Advisors, LLC | 1,424 | $106.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,432 | $107.5K | 0.00% | −167−10.4% | Reduced |
| LRI Investments, LLC | 1,454 | $109.2K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,500 | $112.6K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,526 | $114.6K | 0.00% | +502+49.0% | Added |
| Private Trust Co NA | 1,527 | $114.6K | 0.01% | +159+11.6% | Added |
| Bollard Group LLC | 1,538 | $115.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,543 | $115.8K | 0.07% | −53−3.3% | Reduced |
| Stonebridge Financial Group, LLC | 1,616 | $121.3K | 0.01% | +2+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,712 | $128.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,726 | $129.6K | 0.00% | −4,628−72.8% | Reduced |
| Versant Capital Management, Inc | 1,741 | $130.7K | 0.02% | +1,337+330.9% | Added |
| Anchor Investment Management, LLC | 1,834 | $137.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,969 | $147.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 2,023 | $151.9K | 0.01% | +111+5.8% | Added |
| Farther Finance Advisors, LLC | 2,035 | $153.3K | 0.00% | −353−14.8% | Reduced |
| Bessemer Group Inc | 2,117 | $159.0K | 0.00% | +1,770+510.1% | Added |
| Independence Bank of Kentucky | 2,130 | $159.9K | 0.03% | −2,435−53.3% | Reduced |
| Advisors Asset Management, Inc. | 2,231 | $167.5K | 0.00% | −56−2.4% | Reduced |
| Coldstream Capital Management Inc | 2,341 | $175.7K | 0.00% | −1,449−38.2% | Reduced |
| National Pension Service | 2,346 | $176.1K | 0.00% | +324+16.0% | Added |
| Jones Financial Companies LLLP | 2,434 | $177.1K | 0.00% | +110+4.7% | Added |
| Cary Street Partners Financial LLC | 2,381 | $178.7K | 0.01% | +186+8.5% | Added |