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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, Q3 2025

Institutional positions in Dollar Tree, Inc. as of Sep 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
777
+20 vs. Q2 2025
Shares held
224.6M
+14.5M (+6.9%) vs. Q2 2025
Total value
$21.2B
+$378.3M (+1.8%) vs. Q2 2025
New holders
114
263 more added
Sold out
94
276 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 777 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 heldQ3 2025: $21.2B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q2 2025.

Institutions holding DLTR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Penserra Capital Management LLC6$00.00%+6New
Steigerwald, Gordon & Koch Inc.1$800.00%+1New
Transamerica Financial Advisors, Inc.1$810.00%00.0%Unchanged
IMA Wealth, Inc.1$940.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$940.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$940.00%00.0%Unchanged
Davis Capital Management2$1890.00%+2New
Imprint Wealth LLC2$1890.00%+2New
West Oak Capital, LLC2$2000.00%00.0%Unchanged
Turning Point Benefit Group, Inc.3$2700.00%+3New
Aspect Partners, LLC3$2830.00%00.0%Unchanged
Highline Wealth Partners LLC3$2830.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd3$2830.00%+3New
Private Wealth Asset Management, LLC4$3770.00%00.0%Unchanged
Central Trust Co4$3780.00%+4New
Seneschal Advisors, LLC4$3780.00%+4New
Retirement Wealth Solutions LLC4$3780.00%+4New
Sound Income Strategies, LLC5$4450.00%00.0%Unchanged
WPG Advisers, LLC5$4720.00%−70−93.3%Reduced
Hurley Capital, LLC5$4720.00%+5New
Dunhill Financial, LLC5$4880.00%−1−16.7%Reduced
E Fund Management (Hong Kong) Co., Ltd.6$5660.00%+6New
Marshall & Sterling Wealth Advisors Inc.6$5660.00%+6New
American Capital Advisory, LLC6$5670.00%00.0%Unchanged
TFC Financial Management7$6610.00%00.0%Unchanged
Winnow Wealth LLC7$6650.00%+7New
Quaker Wealth Management, LLC8$7550.00%00.0%Unchanged
WestEnd Advisors, LLC9$8490.00%+2+28.6%Added
Binnacle Investments Inc9$8490.00%+9New
AdvisorNet Financial, Inc10$9440.00%−980−99.0%Reduced
Wolff Wiese Magana LLC10$9440.00%00.0%Unchanged
North Star Investment Management Corp.10$9440.00%00.0%Unchanged
HFM Investment Advisors, LLC10$9440.00%+2+25.0%Added
Texas Capital Bancshares Inc10$9440.00%+10New
PayPay Securities Corp11$1.04K0.04%−2−15.4%Reduced
Fortis Group Advisors, LLC12$1.13K0.00%−2,703−99.6%Reduced
Tortoise Investment Management, LLC12$1.13K0.00%+2+20.0%Added
Strengthening Families & Communities, LLC12$1.13K0.00%+12New
Clark Wealth Partners10$1.23K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC14$1.32K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC14$1.32K0.00%+5+55.6%Added
Valued Wealth Advisors LLC15$1.42K0.00%+3+25.0%Added
Heartwood Wealth Advisors LLC15$1.42K0.00%+15New
ZRC Wealth Management, LLC15$1.42K0.00%+15New
Creekmur Asset Management LLC15$1.42K0.00%+15New
Principia Wealth Advisory, LLC16$1.51K0.00%+1+6.7%Added
Rialto Wealth Management, LLC16$1.51K0.00%+4+33.3%Added
FSA Wealth Management LLC17$1.60K0.00%00.0%Unchanged
Main Street Group, LTD18$1.70K0.00%−80−81.6%Reduced
Halbert Hargrove Global Advisors, LLC19$1.79K0.00%+19New
ORG Partners LLC20$1.89K0.00%+14+233.3%Added
Atlantic Edge Private Wealth Management, LLC20$1.89K0.00%00.0%Unchanged
Marquette Asset Management, LLC20$1.89K0.00%+20New
Capital Advisors, Ltd. LLC26$2.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.22$2.08K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC22$2.08K0.00%00.0%Unchanged
Rakuten Securities, Inc.24$2.27K0.00%−9−27.3%Reduced
UMA Financial Services, Inc.24$2.27K0.00%−5−17.2%Reduced
MPWM Advisory Solutions, LLC25$2.36K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC27$2.55K0.00%00.0%Unchanged
SJS Investment Consulting Inc.27$2.55K0.00%−2−6.9%Reduced
Hoey Investments, Inc28$2.64K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.29$2.74K0.00%−24−45.3%Reduced
Financial Management Professionals, Inc.29$2.74K0.00%−2−6.5%Reduced
Boreal Capital Management LLC29$2.74K0.00%00.0%Unchanged
Archer Investment Corp30$2.83K0.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.30$2.83K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.26$2.84K0.00%00.0%Unchanged
Avion Wealth41$3.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC35$3.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC32$3.00K0.00%+32New
Meeder Asset Management Inc32$3.02K0.00%−2−5.9%Reduced
HM Payson & Co37$3.49K0.00%+37New
High Note Wealth, LLC38$3.59K0.00%−7−15.6%Reduced
Bell Investment Advisors, Inc38$3.59K0.00%00.0%Unchanged
Gleason Group, Inc.40$3.77K0.00%00.0%Unchanged
Princeton Global Asset Management LLC41$3.87K0.00%00.0%Unchanged
Howard Hughes Medical Institute42$3.96K0.00%−1−2.3%Reduced
Wealth Watch Advisors, INC42$3.96K0.00%+42New
Ogorek Anthony Joseph45$4.00K0.00%00.0%Unchanged
Truvestments Capital LLC45$4.25K0.00%+45New
Guerra Advisors Inc45$4.25K0.00%+45New
West Branch Capital LLC46$4.34K0.00%00.0%Unchanged
Bare Financial Services, Inc51$4.81K0.00%00.0%Unchanged
Raffa Wealth Management, LLC52$4.91K0.00%+8+18.2%Added
Roble, Belko & Company, Inc57$5.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC54$5.10K0.00%00.0%Unchanged
Activest Wealth Management55$5.19K0.00%+3+5.8%Added
Golden State Wealth Management, LLC56$5.28K0.00%00.0%Unchanged
Alerus Financial NA57$5.38K0.00%00.0%Unchanged
Kilter Group LLC57$5.38K0.00%+4+7.5%Added
North Capital, Inc.59$5.57K0.00%+1+1.7%Added
1620 Investment Advisors, Inc.61$5.76K0.00%00.0%Unchanged
Manchester Capital Management LLC65$6.13K0.00%+23+54.8%Added
Bartlett & Co. Wealth Management LLC67$6.32K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC70$6.61K0.00%+15+27.3%Added
LFA - Lugano Financial Advisors SA74$6.98K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC79$7.46K0.01%00.0%Unchanged
Sachetta, LLC83$7.83K0.00%00.0%Unchanged