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 |
|---|---|---|---|---|---|
| Avenir Corp | 2,860 | $214.7K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,823 | $211.9K | 0.00% | +2,823 | New |
| Oarsman Capital, Inc. | 2,813 | $211.2K | 0.04% | +275+10.8% | Added |
| Topsail Wealth Management, LLC | 2,747 | $206.2K | 0.04% | +2,747 | New |
| Dana Investment Advisors, Inc. | 2,728 | $204.8K | 0.01% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,720 | $204.2K | 0.02% | +2,720 | New |
| MAI Capital Management | 2,714 | $203.7K | 0.00% | −56−2.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,700 | $202.7K | 0.22% | −400−12.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,693 | $202.2K | 0.00% | −2,923−52.0% | Reduced |
| Cidel Asset Management Inc | 2,687 | $201.7K | 0.01% | +2,687 | New |
| NBC Securities, Inc. | 2,425 | $182.0K | 0.02% | +2,423+121,150.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,410 | $180.9K | 0.00% | −59,490−96.1% | Reduced |
| Siemens Fonds Invest GmbH | 2,402 | $180.3K | 0.01% | +2,402 | New |
| Cary Street Partners Financial LLC | 2,381 | $178.7K | 0.01% | +186+8.5% | Added |
| Jones Financial Companies LLLP | 2,434 | $177.1K | 0.00% | +110+4.7% | Added |
| National Pension Service | 2,346 | $176.1K | 0.00% | +324+16.0% | Added |
| Coldstream Capital Management Inc | 2,341 | $175.7K | 0.00% | −1,449−38.2% | Reduced |
| Advisors Asset Management, Inc. | 2,231 | $167.5K | 0.00% | −56−2.4% | Reduced |
| Independence Bank of Kentucky | 2,130 | $159.9K | 0.03% | −2,435−53.3% | Reduced |
| Bessemer Group Inc | 2,117 | $159.0K | 0.00% | +1,770+510.1% | Added |
| Farther Finance Advisors, LLC | 2,035 | $153.3K | 0.00% | −353−14.8% | Reduced |
| South State Corp. | 2,023 | $151.9K | 0.01% | +111+5.8% | Added |
| Ameritas Investment Partners, Inc. | 1,969 | $147.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,834 | $137.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,741 | $130.7K | 0.02% | +1,337+330.9% | Added |
| Bryn Mawr Trust Co | 1,726 | $129.6K | 0.00% | −4,628−72.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,712 | $128.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,616 | $121.3K | 0.01% | +2+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,543 | $115.8K | 0.07% | −53−3.3% | Reduced |
| Bollard Group LLC | 1,538 | $115.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,527 | $114.6K | 0.01% | +159+11.6% | Added |
| Ronald Blue Trust, Inc. | 1,526 | $114.6K | 0.00% | +502+49.0% | Added |
| Old Point Trust & Financial Services N A | 1,500 | $112.6K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,454 | $109.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,432 | $107.5K | 0.00% | −167−10.4% | Reduced |
| Provenance Wealth Advisors, LLC | 1,424 | $106.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,241 | $93.2K | 0.07% | −100−7.5% | Reduced |
| IFP Advisors, Inc | 1,211 | $90.9K | 0.00% | +501+70.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,189 | $89.3K | 0.00% | +435+57.7% | Added |
| Evermay Wealth Management LLC | 1,145 | $86.0K | 0.01% | −275−19.4% | Reduced |
| Lindbrook Capital, LLC | 1,076 | $80.8K | 0.01% | −120−10.0% | Reduced |
| Paladin Advisory Group, LLC | 1,071 | $80.4K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,018 | $76.4K | 0.04% | −714−41.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,014 | $76.1K | 0.04% | +107+11.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,000 | $75.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 998 | $74.9K | 0.00% | +998 | New |
| AdvisorNet Financial, Inc | 982 | $73.7K | 0.01% | −5−0.5% | Reduced |
| Massmutual Trust Co FSB | 974 | $73.1K | 0.00% | +534+121.4% | Added |
| eCIO, Inc. | 974 | $73.1K | 0.02% | +974 | New |
| Battery Global Advisors, LLC | 957 | $71.8K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 847 | $65.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 813 | $61.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 800 | $60.1K | 0.01% | −12−1.5% | Reduced |
| Cromwell Holdings LLC | 679 | $51.0K | 0.03% | +14+2.1% | Added |
| GeoWealth Management, LLC | 674 | $50.6K | 0.00% | −137−16.9% | Reduced |
| Geneos Wealth Management Inc. | 661 | $49.6K | 0.00% | +34+5.4% | Added |
| Sentry Investment Management LLC | 661 | $48.0K | 0.03% | +661 | New |
| Umb Bank N A | 620 | $46.5K | 0.00% | +36+6.2% | Added |
| Hopwood Financial Services, Inc. | 600 | $45.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 575 | $43.0K | 0.00% | +575 | New |
| Murphy & Mullick Capital Management Corp | 571 | $42.9K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 571 | $42.9K | 0.01% | +67+13.3% | Added |
| DT Investment Partners, LLC | 540 | $40.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 512 | $38.4K | 0.01% | +7+1.4% | Added |
| Sunbelt Securities, Inc. | 510 | $38.3K | 0.00% | −191−27.2% | Reduced |
| Allworth Financial LP | 464 | $37.7K | 0.00% | −1,100−70.3% | Reduced |
| Glen Eagle Advisors, LLC | 485 | $36.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 473 | $35.5K | 0.00% | +49+11.6% | Added |
| Eastern Bank | 411 | $30.9K | 0.00% | −73−15.1% | Reduced |
| Quest Partners LLC | 400 | $30.0K | 0.00% | −1,963−83.1% | Reduced |
| Clean Yield Group | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 395 | $29.7K | 0.00% | +395 | New |
| Harbour Investments, Inc. | 387 | $29.1K | 0.00% | −27−6.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 393 | $28.6K | 0.01% | +393 | New |
| Tacita Capital Inc | 360 | $27.0K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 358 | $26.9K | 0.01% | +158+79.0% | Added |
| EverSource Wealth Advisors, LLC | 358 | $26.9K | 0.00% | +235+191.1% | Added |
| American National Bank | 350 | $26.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 347 | $26.0K | 0.00% | −52−13.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 346 | $26.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 342 | $25.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 338 | $25.3K | 0.00% | −12−3.4% | Reduced |
| ORG Wealth Partners, LLC | 324 | $24.4K | 0.01% | +324 | New |
| Rosenberg Matthew Hamilton | 324 | $24.3K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 315 | $23.6K | 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 |
| Crews Bank & Trust | 250 | $18.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 238 | $17.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $17.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 235 | $17.6K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 230 | $17.3K | 0.01% | +5+2.2% | Added |
| First Horizon Advisors, Inc. | 225 | $16.9K | 0.00% | +1+0.4% | Added |
| Missouri Trust & Investment Co | 222 | $16.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 228 | $16.6K | 0.00% | −46−16.8% | Reduced |
| Key Financial Inc | 219 | $16.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 202 | $15.2K | 0.01% | −27−11.8% | Reduced |
| Millstone Evans Group, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $15.0K | 0.01% | +200 | New |