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 |
|---|---|---|---|---|---|
| Private Wealth Asset Management, LLC | 4 | $300 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 3 | $225 | 0.00% | −2−40.0% | Reduced |
| SWAN Capital LLC | 3 | $225 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $225 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $225 | 0.00% | +3 | New |
| West Oak Capital, LLC | 2 | $200 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $151 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $151 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $75 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $75 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $41 | 0.00% | +1 | New |
| PenderFund Capital Management Ltd. | 219 | – | – | +124+130.5% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −411,554−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −200,400−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −195,767−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −188,000−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −158,790−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −148,540−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −137,971−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −131,506−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −107,200−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −93,952−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −92,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −91,414−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −42,841−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −42,509−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −40,525−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −38,526−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −36,322−100.0% | Sold out |
| Inkwell Capital LLC | 0 | $0 | 0.00% | −26,260−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −25,321−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −24,715−100.0% | Sold out |
| Black Creek Investment Management Inc. | 0 | $0 | 0.00% | −20,166−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −19,221−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −18,270−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −17,429−100.0% | Sold out |
| St. Louis Financial Planners Asset Management, LLC | 0 | $0 | 0.00% | −17,288−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,230−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −14,175−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −14,063−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −13,160−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −9,822−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,244−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −6,939−100.0% | Sold out |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −6,424−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −6,345−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −5,979−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −5,818−100.0% | Sold out |
| Cravens & Co Advisors, LLC | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,020−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,017−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,942−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −3,199−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −2,969−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,878−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Comprehensive Financial Planning, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |