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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 130 | $12.9K | 0.00% | +130 | New |
| Westside Investment Management, Inc. | 131 | $13.2K | 0.00% | +81+162.0% | Added |
| Indiana Trust & Investment Management CO | 135 | $13.4K | 0.00% | −55−28.9% | Reduced |
| Atticus Wealth Management, LLC | 136 | $13.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 138 | $13.7K | 0.00% | −15−9.8% | Reduced |
| Farmers & Merchants Investments Inc | 145 | $14.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 159 | $15.0K | 0.00% | +58+57.4% | Added |
| Medallion Wealth Advisors, LLC | 149 | $15.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 161 | $15.9K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 165 | $16.0K | 0.01% | +165 | New |
| Whittier Trust Co | 162 | $16.0K | 0.00% | +162 | New |
| SBI Securities Co., Ltd. | 183 | $18.1K | 0.00% | −4−2.1% | Reduced |
| CVA Family Office, LLC | 187 | $18.5K | 0.00% | +37+24.7% | Added |
| Rise Advisors, LLC | 192 | $19.0K | 0.01% | +24+14.3% | Added |
| Millstone Evans Group, LLC | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $19.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 201 | $20.0K | 0.01% | −2−1.0% | Reduced |
| Hantz Financial Services, Inc. | 204 | $20.0K | 0.00% | +97+90.7% | Added |
| Private Wealth Management Group, LLC | 208 | $20.6K | 0.01% | +6+3.0% | Added |
| Key Financial Inc | 219 | $21.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 222 | $21.9K | 0.00% | −6−2.6% | Reduced |
| Missouri Trust & Investment Co | 222 | $22.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 225 | $22.0K | 0.00% | +26+13.1% | Added |
| Larson Financial Group LLC | 234 | $23.2K | 0.00% | +135+136.4% | Added |
| First Horizon Advisors, Inc. | 243 | $24.2K | 0.00% | +18+8.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 246 | $24.4K | 0.01% | +9+3.8% | Added |
| Crews Bank & Trust | 250 | $24.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 264 | $26.1K | 0.00% | +164+164.0% | Added |
| SRS Capital Advisors, Inc. | 252 | $28.5K | 0.00% | +180+250.0% | Added |
| Creative Financial Designs Inc | 300 | $29.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $29.7K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 309 | $30.6K | 0.01% | +9+3.0% | Added |
| Rosenberg Matthew Hamilton | 324 | $32.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $32.7K | 0.01% | +170+106.3% | Added |
| Asset Dedication, LLC | 342 | $33.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 346 | $34.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 350 | $34.7K | 0.01% | −135−27.8% | Reduced |
| American National Bank | 350 | $34.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 345 | $35.5K | 0.00% | −2−0.6% | Reduced |
| Tacita Capital Inc | 360 | $35.7K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 363 | $36.0K | 0.00% | +363 | New |
| PenderFund Capital Management Ltd. | 370 | $36.6K | 0.01% | +151+68.9% | Added |
| True Wealth Design, LLC | 378 | $37.4K | 0.01% | +298+372.5% | Added |
| Zions Bancorporation, National Association | 399 | $39.5K | 0.00% | +4+1.0% | Added |
| Clean Yield Group | 400 | $39.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 411 | $40.7K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 421 | $41.7K | 0.01% | +421 | New |
| Harbour Investments, Inc. | 433 | $42.9K | 0.00% | +46+11.9% | Added |
| Ameritas Advisory Services, LLC | 436 | $43.2K | 0.00% | +436 | New |
| 1248 Management, LLC | 449 | $44.5K | 0.02% | +449 | New |
| NBC Securities, Inc. | 463 | $45.0K | 0.00% | −1,962−80.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 468 | $46.4K | 0.02% | −1,075−69.7% | Reduced |
| Trust Co of Toledo NA | 500 | $49.5K | 0.01% | +500 | New |
| Colonial Trust Co | 506 | $50.1K | 0.01% | −65−11.4% | Reduced |
| Brown Brothers Harriman & Co | 524 | $51.9K | 0.00% | +388+285.3% | Added |
| Sunbelt Securities, Inc. | 701 | $52.5K | 0.00% | +191+37.5% | Added |
| DT Investment Partners, LLC | 540 | $53.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 543 | $53.8K | 0.00% | −455−45.6% | Reduced |
| Onefund, LLC | 547 | $54.0K | 0.04% | +547 | New |
| Ci Investments Inc. | 570 | $56.0K | 0.00% | −3,491−86.0% | Reduced |
| Skopos Labs, Inc. | 566 | $56.1K | 0.01% | +208+58.1% | Added |
| MUFG Securities EMEA plc | 584 | $57.8K | 0.00% | +584 | New |
| Hopwood Financial Services, Inc. | 600 | $59.4K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 611 | $60.5K | 0.00% | −50−7.6% | Reduced |
| Global Retirement Partners, LLC | 617 | $61.1K | 0.00% | +617 | New |
| GeoWealth Management, LLC | 650 | $64.4K | 0.00% | −24−3.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 571 | $64.7K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 654 | $64.8K | 0.01% | −6,680−91.1% | Reduced |
| Sentry Investment Management LLC | 661 | $69.0K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 699 | $69.2K | 0.04% | +20+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 736 | $72.9K | 0.00% | −453−38.1% | Reduced |
| Parkside Financial Bank & Trust | 776 | $76.9K | 0.01% | +303+64.1% | Added |
| Pflug Koory, LLC | 795 | $78.7K | 0.04% | −18−2.2% | Reduced |
| HHM Wealth Advisors, LLC | 800 | $79.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 815 | $80.7K | 0.00% | +351+75.6% | Added |
| Smithfield Trust Co | 847 | $84.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 883 | $87.5K | 0.01% | +483+120.8% | Added |
| Catalyst Capital Advisors LLC | 907 | $89.8K | 0.00% | +907 | New |
| S.A. Mason LLC | 918 | $90.9K | 0.04% | −100−9.8% | Reduced |
| Umb Bank N A | 951 | $94.2K | 0.00% | +331+53.4% | Added |
| Battery Global Advisors, LLC | 957 | $94.8K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 974 | $96.5K | 0.01% | −5,515−85.0% | Reduced |
| AdvisorNet Financial, Inc | 990 | $98.0K | 0.01% | +8+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,002 | $99.2K | 0.00% | +2+0.2% | Added |
| LRI Investments, LLC | 1,009 | $99.9K | 0.01% | −445−30.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,014 | $100.4K | 0.05% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 998 | $101.3K | 0.02% | +674+208.0% | Added |
| Paladin Advisory Group, LLC | 1,071 | $106.1K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,105 | $109.4K | 0.01% | −40−3.5% | Reduced |
| Assetmark, Inc | 1,133 | $112.2K | 0.00% | +795+235.2% | Added |
| Ofi Invest Asset Management | 1,373 | $115.8K | 0.00% | +1,373 | New |
| PEAK6 LLC | 1,173 | $116.2K | 0.00% | +1,173 | New |
| Massmutual Trust Co FSB | 1,276 | $126.4K | 0.00% | +302+31.0% | Added |
| Leonteq Securities AG | 1,351 | $133.8K | 0.01% | −2,168−61.6% | Reduced |
| Private Trust Co NA | 1,372 | $135.9K | 0.01% | −155−10.2% | Reduced |
| Provenance Wealth Advisors, LLC | 1,424 | $141.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,428 | $141.4K | 0.00% | −803−36.0% | Reduced |
| Employees Retirement System of Texas | 1,478 | $146.0K | 0.00% | +1,478 | New |
| Bollard Group LLC | 1,615 | $160.0K | 0.00% | +77+5.0% | Added |