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Livermore
Livermore
ZHEN

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
Transamerica Financial Advisors, Inc.1$850.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$990.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$990.00%00.0%Unchanged
IMA Wealth, Inc.1$990.00%+1New
West Oak Capital, LLC2$2000.00%00.0%Unchanged
Highline Wealth Partners LLC3$2970.00%00.0%Unchanged
Aspect Partners, LLC3$2970.00%+3New
St. Johns Investment Management Company, LLC4$3960.00%00.0%Unchanged
Private Wealth Asset Management, LLC4$3960.00%00.0%Unchanged
Sound Income Strategies, LLC5$4950.00%+5New
WealthTrak Capital Management LLC5$4960.00%−225−97.8%Reduced
Richardson Financial Services Inc.6$5940.00%00.0%Unchanged
Transce3nd, LLC6$5940.00%00.0%Unchanged
American Capital Advisory, LLC6$5950.00%+6New
ORG Partners LLC6$6090.00%+6New
Dunhill Financial, LLC6$6670.00%−9−60.0%Reduced
Whipplewood Advisors, LLC7$6930.00%−9−56.3%Reduced
WestEnd Advisors, LLC7$6930.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$6930.00%+7New
TFC Financial Management7$6940.00%+7New
HFM Investment Advisors, LLC8$7920.00%+6+300.0%Added
Quaker Wealth Management, LLC8$7930.00%+8New
Total Investment Management Inc9$8910.00%+9New
Bay Harbor Wealth Management, LLC9$8910.00%+9New
North Star Investment Management Corp.10$9900.00%00.0%Unchanged
Tortoise Investment Management, LLC10$9900.00%+8+400.0%Added
Clark Wealth Partners10$9900.00%+10New
Wolff Wiese Magana LLC10$9910.00%00.0%Unchanged
Capital Analysts, LLC12$1.00K0.00%+12New
Valued Wealth Advisors LLC12$1.19K0.00%00.0%Unchanged
Rialto Wealth Management, LLC12$1.19K0.00%+12New
PayPay Securities Corp13$1.29K0.06%−9−40.9%Reduced
GFG Capital, LLC13$1.29K0.00%+13New
Kayne Anderson Rudnick Investment Management LLC14$1.39K0.00%+14New
Principia Wealth Advisory, LLC15$1.49K0.00%+3+25.0%Added
FSA Wealth Management LLC17$1.68K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$1.98K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.22$2.18K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC22$2.18K0.00%+22New
MPWM Advisory Solutions, LLC25$2.48K0.00%+20+400.0%Added
DiNuzzo Private Wealth, Inc.26$2.58K0.00%+22+550.0%Added
CBIZ Investment Advisory Services, LLC27$2.67K0.00%+27New
Hoey Investments, Inc28$2.77K0.00%00.0%Unchanged
Boreal Capital Management LLC29$2.87K0.00%+29New
UMA Financial Services, Inc.29$2.87K0.00%+5+20.8%Added
SJS Investment Consulting Inc.29$2.87K0.00%+29New
Archer Investment Corp30$2.97K0.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.30$2.97K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC26$3.00K0.00%−95−78.5%Reduced
Winthrop Capital Management, LLC35$3.00K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC34$3.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.31$3.07K0.00%+31New
Rakuten Securities, Inc.33$3.27K0.00%−88−72.7%Reduced
Meeder Asset Management Inc34$3.37K0.00%−4,436−99.2%Reduced
Kiker Wealth Management, LLC35$3.47K0.00%00.0%Unchanged
Sierra Ocean, LLC36$3.56K0.00%00.0%Unchanged
Bell Investment Advisors, Inc38$3.76K0.00%+5+15.2%Added
Gleason Group, Inc.40$3.96K0.00%00.0%Unchanged
Avion Wealth41$4.00K0.00%−14−25.5%Reduced
Ogorek Anthony Joseph45$4.00K0.00%+11+32.4%Added
Princeton Global Asset Management LLC41$4.06K0.00%+41New
Manchester Capital Management LLC42$4.16K0.00%+2+5.0%Added
Howard Hughes Medical Institute43$4.26K0.00%+43New
Raffa Wealth Management, LLC44$4.36K0.00%00.0%Unchanged
High Note Wealth, LLC45$4.46K0.00%−10−18.2%Reduced
West Branch Capital LLC46$4.56K0.00%+46New
Cornerstone Planning Group LLC42$4.86K0.00%+18+75.0%Added
Bare Financial Services, Inc51$5.05K0.00%+43+537.5%Added
Activest Wealth Management52$5.15K0.00%+12+30.0%Added
Pinnacle Bancorp, Inc.53$5.25K0.00%00.0%Unchanged
Kilter Group LLC53$5.25K0.00%+53New
Frazier Financial Advisors, LLC54$5.35K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC55$5.45K0.00%+53+2,650.0%Added
Golden State Wealth Management, LLC56$5.55K0.00%00.0%Unchanged
Alerus Financial NA57$5.64K0.00%+57New
North Capital, Inc.58$5.74K0.00%00.0%Unchanged
Roble, Belko & Company, Inc57$6.00K0.00%+5+9.6%Added
1620 Investment Advisors, Inc.61$6.04K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC67$6.64K0.00%00.0%Unchanged
Spire Wealth Management74$7.33K0.00%−7−8.6%Reduced
Thompson Investment Management, Inc.74$7.33K0.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA74$7.33K0.00%+74New
WPG Advisers, LLC75$7.43K0.01%−12−13.8%Reduced
Financial Network Wealth Advisors LLC79$7.82K0.01%+15+23.4%Added
Sachetta, LLC83$8.22K0.00%00.0%Unchanged
Fortitude Family Office, LLC86$8.52K0.00%+86New
Grove Bank & Trust91$9.01K0.00%00.0%Unchanged
Main Street Group, LTD98$9.71K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC86$9.81K0.00%+86New
Front Row Advisors LLC100$9.90K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$9.90K0.00%00.0%Unchanged
City State Bank100$9.90K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC103$10.2K0.01%−1,138−91.7%Reduced
Brown, Lisle/Cummings, Inc.104$10.3K0.00%+1+1.0%Added
MV Capital Management, Inc.104$10.3K0.00%+6+6.1%Added
NewSquare Capital LLC114$11.3K0.00%+66+137.5%Added
Hazlett, Burt & Watson, Inc.120$12.0K0.00%00.0%Unchanged
Abound Wealth Management129$12.8K0.00%+29+29.0%Added
Bogart Wealth, LLC130$12.9K0.00%+7+5.7%Added