Skip to main content

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, Q2 2025

Institutional positions in Dollar Tree, Inc. as of Jun 30, 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
767
+62 vs. Q1 2025
Shares held
212.1M
−8.58M (−3.9%) vs. Q1 2025
Total value
$21.0B
+$4.46B (+26.9%) vs. Q1 2025
New holders
167
271 more added
Sold out
105
235 more reduced

10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 767 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 heldQ2 2025: $21.0B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2025.

Institutions holding DLTR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc23,565,919$2.33B0.04%−273,799−1.1%Reduced
BlackRock, Inc.15,043,870$1.49B0.03%−1,331,458−8.1%Reduced
Mantle Ridge LP12,104,393$1.20B50.85%00.0%Unchanged
EdgePoint Investment Group Inc.10,825,801$1.07B8.11%+1,184,294+12.3%Added
Capital International Investors9,532,333$944.1M0.16%−421,981−4.2%Reduced
State Street Corp9,101,918$901.5M0.03%−190,078−2.0%Reduced
T. Rowe Price Investment Management, Inc.8,045,589$796.8M0.50%−1,949,389−19.5%Reduced
Geode Capital Management, LLC5,221,836$515.0M0.04%−81,502−1.5%Reduced
Price T Rowe Associates Inc5,087,564$503.9M0.06%−760,632−13.0%Reduced
FIL Ltd5,028,125$498.0M0.43%−653,481−11.5%Reduced
FMR LLC4,597,354$455.3M0.03%+1,393,960+43.5%Added
Morgan Stanley4,270,277$422.9M0.03%+1,278,353+42.7%Added
D. E. Shaw & Co., Inc.4,233,606$419.3M0.42%+1,946,171+85.1%Added
Primecap Management Co3,925,510$388.8M0.31%+12,675+0.3%Added
Alliancebernstein L.P.3,746,222$371.0M0.12%+2,393,172+176.9%Added
Citadel Advisors LLC3,291,363$326.0M0.28%+2,278,424+224.9%Added
London Co of Virginia2,840,104$281.3M1.59%+958,925+51.0%Added
Nomura Holdings Inc2,641,095$261.6M2.11%−467,022−15.0%Reduced
Marshall Wace, LLP2,593,468$256.9M0.31%−793,991−23.4%Reduced
Invesco Ltd.2,514,065$249.0M0.04%−1,015,933−28.8%Reduced
Dimensional Fund Advisors LP2,497,264$247.3M0.06%−137,729−5.2%Reduced
Balyasny Asset Management LLC2,402,685$238.0M0.54%+456,920+23.5%Added
Northern Trust Corp1,977,491$195.9M0.03%−69,594−3.4%Reduced
Janus Henderson Group PLC1,884,285$186.6M0.09%+8,762+0.5%Added
Norges Bank1,875,849$185.8M0.02%−305,089−14.0%Reduced
Hudson Bay Capital Management LP1,803,546$178.6M1.17%−235,454−11.5%Reduced
UBS Group AG1,678,509$166.2M0.03%+13,899+0.8%Added
Millennium Management LLC1,627,742$161.2M0.14%+29,785+1.9%Added
Bank of America Corp1,531,713$151.7M0.01%−810,591−34.6%Reduced
Charles Schwab Investment Management Inc1,508,425$149.4M0.03%+36,560+2.5%Added
UBS Asset Management Americas Inc1,429,637$141.6M0.03%+189,721+15.3%Added
Parsifal Capital Management, LP1,356,269$134.3M12.80%+788,369+138.8%Added
Fiduciary Management Inc1,334,687$132.2M1.27%−73,123−5.2%Reduced
AQR Capital Management LLC1,275,363$125.0M0.10%+1,148,649+906.5%Added
Citigroup Inc1,259,252$124.7M0.09%+1,017,005+419.8%Added
Legal & General Group Plc1,248,623$123.7M0.03%−73,483−5.6%Reduced
Goldman Sachs Group Inc1,235,022$122.3M0.02%+114,710+10.2%Added
Pacer Advisors, Inc.1,202,952$119.1M0.30%+1,192,587+11,505.9%Added
Voya Investment Management LLC1,184,720$117.3M0.12%+1,125,355+1,895.7%Added
Point72 Asset Management, L.P.1,115,549$110.5M0.26%−478,511−30.0%Reduced
Royal Bank of Canada1,097,651$108.7M0.02%−454,787−29.3%Reduced
Bank of New York Mellon Corp1,024,541$101.5M0.02%−100,108−8.9%Reduced
Corvex Management LP981,899$97.2M4.12%−2,228,854−69.4%Reduced
Empower Advisory Group, LLC928,410$91.9M0.28%+107,122+13.0%Added
Renaissance Technologies LLC912,803$90.4M0.12%+428,100+88.3%Added
Kovitz Investment Group Partners, LLC897,222$88.9M0.38%−511,533−36.3%Reduced
Amundi828,373$85.3M0.03%−580,481−41.2%Reduced
JPMorgan Chase & Co857,798$85.0M0.01%+269,754+45.9%Added
Arrowstreet Capital, Limited Partnership853,193$84.5M0.06%+802,687+1,589.3%Added
American Century Companies Inc824,775$81.7M0.04%+141,588+20.7%Added
Barclays PLC767,123$76.0M0.03%+137,141+21.8%Added
Assenagon Asset Management S.A.765,376$75.8M0.12%+278,658+57.3%Added
Deutsche Bank AG738,921$73.2M0.03%−196,252−21.0%Reduced
Federated Hermes, Inc.735,915$72.9M0.14%−6,961−0.9%Reduced
TD Asset Management Inc675,356$66.9M0.06%−175,579−20.6%Reduced
Freestone Grove Partners LP651,661$64.5M0.49%+193,596+42.3%Added
Junto Capital Management LP634,076$62.8M1.33%−44,075−6.5%Reduced
Swiss National Bank618,581$61.3M0.04%+42,300+7.3%Added
Susquehanna International Group, LLP591,169$58.5M0.09%+373,489+171.6%Added
Sumitomo Mitsui Trust Holdings, Inc.520,235$51.5M0.03%+59,690+13.0%Added
Delta Global Management LP512,189$50.7M3.39%+28,226+5.8%Added
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus506,396$50.2M7.06%+13,010+2.6%Added
Nuveen, LLC489,392$48.5M0.01%+24,268+5.2%Added
Ameriprise Financial Inc486,203$48.2M0.01%+49,853+11.4%Added
HSBC Holdings PLC483,956$47.8M0.03%−113,749−19.0%Reduced
Estuary Capital Management LP464,353$46.0M8.97%−213,322−31.5%Reduced
Burgundy Asset Management Ltd.460,632$45.6M0.44%−1,218,380−72.6%Reduced
Rhumbline Advisers442,270$43.8M0.04%+31,797+7.7%Added
Natixis417,634$41.4M0.21%−287,436−40.8%Reduced
Sunriver Management LLC391,852$38.8M4.16%+391,852New
Quantinno Capital Management LP385,229$38.2M0.17%+123,247+47.0%Added
Prudential Financial Inc383,868$38.0M0.05%−478,084−55.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.382,833$37.9M0.03%+22,432+6.2%Added
Alyeska Investment Group, L.P.374,013$37.0M0.13%−1,948,176−83.9%Reduced
Canada Pension Plan Investment Board360,911$35.7M0.03%−75,652−17.3%Reduced
Victory Capital Management Inc358,913$35.5M0.02%−95,666−21.0%Reduced
Natixis Advisors, L.P.353,716$35.0M0.06%−358,046−50.3%Reduced
Principal Financial Group Inc327,012$32.4M0.02%+99,309+43.6%Added
Verition Fund Management LLC324,010$32.1M0.18%−10,882−3.2%Reduced
California State Teachers Retirement System307,644$30.5M0.03%+35,725+13.1%Added
Thompson Siegel & Walmsley LLC296,219$29.3M0.49%−317,610−51.7%Reduced
Confluence Investment Management LLC285,096$28.2M0.40%−6,090−2.1%Reduced
California Public Employees Retirement System279,133$27.6M0.02%−50,275−15.3%Reduced
Wells Fargo & Company261,481$25.9M0.01%−59,602−18.6%Reduced
Jane Street Group, LLC258,548$25.6M0.04%−100,596−28.0%Reduced
Russell Investments Group, Ltd.256,309$25.4M0.03%−1,515−0.6%Reduced
BNP Paribas Arbitrage, SA254,732$25.2M0.02%−463,797−64.5%Reduced
LMR Partners LLP245,942$24.4M0.38%+193,506+369.0%Added
Storebrand Asset Management AS224,656$22.2M0.06%−27,263−10.8%Reduced
Palestra Capital Management LLC223,700$22.2M0.66%00.0%Unchanged
Envestnet Asset Management Inc222,515$22.0M0.01%−101,681−31.4%Reduced
Fuller & Thaler Asset Management, Inc.222,161$22.0M0.08%+5,237+2.4%Added
Cinctive Capital Management LP216,176$21.4M1.20%+136,272+170.5%Added
Great West Life Assurance Co214,258$21.3M0.03%+42,193+24.5%Added
Neuberger Berman Group LLC207,081$20.5M0.02%−27,246−11.6%Reduced
LSV Asset Management205,600$20.4M0.05%+38,732+23.2%Added
State Board of Administration of Florida Retirement System202,419$20.0M0.04%+2,070+1.0%Added
Tocqueville Asset Management L.P.202,369$20.0M0.31%+202,369New
Interval Partners, LP197,643$19.6M0.45%−1,268−0.6%Reduced
Marathon Asset Mgmt Ltd194,941$19.3M0.62%−2,782−1.4%Reduced