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 |
|---|---|---|---|---|---|
| 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 |
| Indiana Trust & Investment Management CO | 190 | $14.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 187 | $14.0K | 0.00% | +1+0.5% | Added |
| Rise Advisors, LLC | 168 | $12.6K | 0.01% | +52+44.8% | Added |
| MCF Advisors LLC | 161 | $12.1K | 0.00% | −7−4.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 153 | $11.5K | 0.00% | +39+34.2% | Added |
| CVA Family Office, LLC | 150 | $11.3K | 0.00% | −329−68.7% | Reduced |
| Heritage Wealth Advisors | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 149 | $11.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $10.9K | 0.00% | −30−17.1% | Reduced |
| Quent Capital, LLC | 142 | $10.7K | 0.00% | −133−48.4% | Reduced |
| Brown Brothers Harriman & Co | 136 | $10.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 136 | $10.2K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 125 | $9.38K | 0.00% | −5−3.8% | Reduced |
| Nemes Rush Group LLC | 125 | $9.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 123 | $9.23K | 0.00% | +7+6.0% | Added |
| Rakuten Securities, Inc. | 121 | $9.08K | 0.00% | −94−43.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 121 | $9.00K | 0.00% | +112+1,244.4% | Added |
| Hantz Financial Services, Inc. | 107 | $8.00K | 0.00% | +107 | New |
| Brown, Lisle/Cummings, Inc. | 103 | $7.73K | 0.00% | +3+3.0% | Added |
| Crewe Advisors LLC | 102 | $7.66K | 0.00% | +24+30.8% | Added |
| TD Private Client Wealth LLC | 100 | $7.51K | 0.00% | −55−35.5% | Reduced |
| Abound Wealth Management | 100 | $7.51K | 0.00% | −7−6.5% | Reduced |
| Front Row Advisors LLC | 100 | $7.51K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $7.51K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $7.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 99 | $7.43K | 0.00% | +51+106.3% | Added |
| Main Street Group, LTD | 98 | $7.36K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 98 | $7.36K | 0.00% | +21+27.3% | Added |
| Hemington Wealth Management | 101 | $7.00K | 0.00% | +7+7.4% | Added |
| Grove Bank & Trust | 91 | $6.83K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 87 | $6.53K | 0.01% | +71+443.8% | Added |
| Sachetta, LLC | 83 | $6.23K | 0.00% | −32−27.8% | Reduced |
| Spire Wealth Management | 81 | $6.08K | 0.00% | −49−37.7% | Reduced |
| Mather Group, LLC. | 81 | $6.08K | 0.00% | +54+200.0% | Added |
| True Wealth Design, LLC | 80 | $6.01K | 0.00% | +17+27.0% | Added |
| Saudi Central Bank | 80 | $6.01K | 0.03% | +80 | New |
| CoreCap Advisors, LLC | 77 | $5.78K | 0.00% | −56−42.1% | Reduced |
| Thompson Investment Management, Inc. | 74 | $5.55K | 0.00% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 73 | $5.48K | 0.00% | +73 | New |
| SRS Capital Advisors, Inc. | 72 | $5.41K | 0.00% | −1,709−96.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 67 | $5.03K | 0.00% | −42−38.5% | Reduced |
| Financial Network Wealth Advisors LLC | 64 | $4.80K | 0.01% | +13+25.5% | Added |
| 1620 Investment Advisors, Inc. | 61 | $4.58K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 58 | $4.35K | 0.00% | +58 | New |
| Golden State Wealth Management, LLC | 56 | $4.20K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 55 | $4.13K | 0.00% | −3−5.2% | Reduced |
| Frazier Financial Advisors, LLC | 54 | $4.05K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 53 | $3.98K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $3.75K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $3.75K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 50 | $3.75K | 0.00% | +50 | New |
| NewSquare Capital LLC | 48 | $3.60K | 0.00% | +44+1,100.0% | Added |
| Raffa Wealth Management, LLC | 44 | $3.30K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 43 | $3.23K | 0.00% | −22−33.8% | Reduced |
| Legacy Wealth Managment, LLC | 41 | $3.08K | 0.00% | +41 | New |
| Manchester Capital Management LLC | 40 | $3.00K | 0.00% | −102−71.8% | Reduced |
| Gleason Group, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 40 | $3.00K | 0.00% | +39+3,900.0% | Added |
| Winthrop Capital Management, LLC | 35 | $3.00K | 0.00% | −917−96.3% | Reduced |
| Synergy Investment Management, LLC | 38 | $2.85K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 36 | $2.70K | 0.00% | −19−34.5% | Reduced |
| Harbor Investment Advisory, LLC | 36 | $2.70K | 0.00% | −2−5.3% | Reduced |
| Kiker Wealth Management, LLC | 35 | $2.63K | 0.00% | +35 | New |
| Wood Tarver Financial Group, LLC | 34 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $2.48K | 0.00% | +7+26.9% | Added |
| North Ridge Wealth Advisors, Inc. | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 28 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $2.00K | 0.00% | +24 | New |
| Ogorek Anthony Joseph | 34 | $2.00K | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 24 | $1.80K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 22 | $1.72K | 0.10% | −12−35.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 22 | $1.65K | 0.00% | −5−18.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $1.10K | 0.00% | +6+66.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 13 | $976 | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 16 | $975 | 0.00% | +7+77.8% | Added |
| Valued Wealth Advisors LLC | 12 | $901 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $901 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $871 | 0.00% | +10+500.0% | Added |
| Wolff Wiese Magana LLC | 10 | $751 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $751 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $601 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 7 | $525 | 0.00% | +5+250.0% | Added |
| Winnow Wealth LLC | 7 | $453 | 0.00% | +2+40.0% | Added |
| Richardson Financial Services Inc. | 6 | $450 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 6 | $450 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $375 | 0.00% | −300−98.4% | Reduced |
| Chesapeake Asset Management LLC | 5 | $375 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $301 | 0.00% | −1−20.0% | Reduced |
| St. Johns Investment Management Company, LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |