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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 650 | $64.4K | 0.00% | −24−3.6% | Reduced |
| Global Retirement Partners, LLC | 617 | $61.1K | 0.00% | +617 | New |
| Geneos Wealth Management Inc. | 611 | $60.5K | 0.00% | −50−7.6% | Reduced |
| Hopwood Financial Services, Inc. | 600 | $59.4K | 0.05% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 584 | $57.8K | 0.00% | +584 | New |
| Skopos Labs, Inc. | 566 | $56.1K | 0.01% | +208+58.1% | Added |
| Ci Investments Inc. | 570 | $56.0K | 0.00% | −3,491−86.0% | Reduced |
| Onefund, LLC | 547 | $54.0K | 0.04% | +547 | New |
| Johnson Financial Group, Inc. | 543 | $53.8K | 0.00% | −455−45.6% | Reduced |
| DT Investment Partners, LLC | 540 | $53.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 701 | $52.5K | 0.00% | +191+37.5% | Added |
| Brown Brothers Harriman & Co | 524 | $51.9K | 0.00% | +388+285.3% | Added |
| Colonial Trust Co | 506 | $50.1K | 0.01% | −65−11.4% | Reduced |
| Trust Co of Toledo NA | 500 | $49.5K | 0.01% | +500 | New |
| Cary Street Partner Investment Advisory LLC | 468 | $46.4K | 0.02% | −1,075−69.7% | Reduced |
| NBC Securities, Inc. | 463 | $45.0K | 0.00% | −1,962−80.9% | Reduced |
| 1248 Management, LLC | 449 | $44.5K | 0.02% | +449 | New |
| Ameritas Advisory Services, LLC | 436 | $43.2K | 0.00% | +436 | New |
| Harbour Investments, Inc. | 433 | $42.9K | 0.00% | +46+11.9% | Added |
| MTM Investment Management, LLC | 421 | $41.7K | 0.01% | +421 | New |
| Eastern Bank | 411 | $40.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $39.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 399 | $39.5K | 0.00% | +4+1.0% | Added |
| True Wealth Design, LLC | 378 | $37.4K | 0.01% | +298+372.5% | Added |
| PenderFund Capital Management Ltd. | 370 | $36.6K | 0.01% | +151+68.9% | Added |
| Atlas Capital Advisors LLC | 363 | $36.0K | 0.00% | +363 | New |
| Tacita Capital Inc | 360 | $35.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 345 | $35.5K | 0.00% | −2−0.6% | Reduced |
| Glen Eagle Advisors, LLC | 350 | $34.7K | 0.01% | −135−27.8% | Reduced |
| American National Bank | 350 | $34.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 346 | $34.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 342 | $33.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $32.7K | 0.01% | +170+106.3% | Added |
| Rosenberg Matthew Hamilton | 324 | $32.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 309 | $30.6K | 0.01% | +9+3.0% | Added |
| Creative Financial Designs Inc | 300 | $29.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $29.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 252 | $28.5K | 0.00% | +180+250.0% | Added |
| TD Private Client Wealth LLC | 264 | $26.1K | 0.00% | +164+164.0% | Added |
| Crews Bank & Trust | 250 | $24.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 246 | $24.4K | 0.01% | +9+3.8% | Added |
| First Horizon Advisors, Inc. | 243 | $24.2K | 0.00% | +18+8.0% | Added |
| Larson Financial Group LLC | 234 | $23.2K | 0.00% | +135+136.4% | Added |
| GW&K Investment Management, LLC | 225 | $22.0K | 0.00% | +26+13.1% | Added |
| Missouri Trust & Investment Co | 222 | $22.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 222 | $21.9K | 0.00% | −6−2.6% | Reduced |
| Key Financial Inc | 219 | $21.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 208 | $20.6K | 0.01% | +6+3.0% | Added |
| Covestor Ltd | 201 | $20.0K | 0.01% | −2−1.0% | Reduced |
| Hantz Financial Services, Inc. | 204 | $20.0K | 0.00% | +97+90.7% | 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 |
| Rise Advisors, LLC | 192 | $19.0K | 0.01% | +24+14.3% | Added |
| CVA Family Office, LLC | 187 | $18.5K | 0.00% | +37+24.7% | Added |
| SBI Securities Co., Ltd. | 183 | $18.1K | 0.00% | −4−2.1% | Reduced |
| Whittier Trust Co | 162 | $16.0K | 0.00% | +162 | New |
| Briaud Financial Planning, Inc | 165 | $16.0K | 0.01% | +165 | New |
| MCF Advisors LLC | 161 | $15.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 149 | $15.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 159 | $15.0K | 0.00% | +58+57.4% | Added |
| Heritage Wealth Advisors | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $14.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 138 | $13.7K | 0.00% | −15−9.8% | Reduced |
| Atticus Wealth Management, LLC | 136 | $13.5K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 135 | $13.4K | 0.00% | −55−28.9% | Reduced |
| Westside Investment Management, Inc. | 131 | $13.2K | 0.00% | +81+162.0% | Added |
| Riggs Asset Managment Co. Inc. | 130 | $12.9K | 0.00% | +130 | New |
| Bogart Wealth, LLC | 130 | $12.9K | 0.00% | +7+5.7% | Added |
| Abound Wealth Management | 129 | $12.8K | 0.00% | +29+29.0% | Added |
| Hazlett, Burt & Watson, Inc. | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 114 | $11.3K | 0.00% | +66+137.5% | Added |
| MV Capital Management, Inc. | 104 | $10.3K | 0.00% | +6+6.1% | Added |
| Brown, Lisle/Cummings, Inc. | 104 | $10.3K | 0.00% | +1+1.0% | Added |
| Bruce G. Allen Investments, LLC | 103 | $10.2K | 0.01% | −1,138−91.7% | Reduced |
| Front Row Advisors LLC | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $9.90K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 86 | $9.81K | 0.00% | +86 | New |
| Main Street Group, LTD | 98 | $9.71K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 91 | $9.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 86 | $8.52K | 0.00% | +86 | New |
| Sachetta, LLC | 83 | $8.22K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 79 | $7.82K | 0.01% | +15+23.4% | Added |
| WPG Advisers, LLC | 75 | $7.43K | 0.01% | −12−13.8% | Reduced |
| Spire Wealth Management | 74 | $7.33K | 0.00% | −7−8.6% | Reduced |
| Thompson Investment Management, Inc. | 74 | $7.33K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 74 | $7.33K | 0.00% | +74 | New |
| Bartlett & Co. Wealth Management LLC | 67 | $6.64K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 61 | $6.04K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 57 | $6.00K | 0.00% | +5+9.6% | Added |
| North Capital, Inc. | 58 | $5.74K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 57 | $5.64K | 0.00% | +57 | New |
| Golden State Wealth Management, LLC | 56 | $5.55K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $5.45K | 0.00% | +53+2,650.0% | Added |
| Frazier Financial Advisors, LLC | 54 | $5.35K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $5.25K | 0.00% | +53 | New |
| Pinnacle Bancorp, Inc. | 53 | $5.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 52 | $5.15K | 0.00% | +12+30.0% | Added |
| Bare Financial Services, Inc | 51 | $5.05K | 0.00% | +43+537.5% | Added |
| Cornerstone Planning Group LLC | 42 | $4.86K | 0.00% | +18+75.0% | Added |