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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grove Bank & Trust | 91 | $8.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 98 | $9.25K | 0.00% | −32−24.6% | Reduced |
| Bruce G. Allen Investments, LLC | 99 | $9.34K | 0.01% | −4−3.9% | Reduced |
| Crewe Advisors LLC | 99 | $9.34K | 0.00% | +99 | New |
| Trust Co of Toledo NA | 100 | $9.44K | 0.00% | −400−80.0% | Reduced |
| Front Row Advisors LLC | 100 | $9.44K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $9.44K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $9.44K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $9.44K | 0.00% | +26+35.1% | Added |
| MV Capital Management, Inc. | 103 | $9.72K | 0.00% | −1−1.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 104 | $9.80K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $10.0K | 0.00% | +20+23.3% | Added |
| Prestige Wealth Management Group LLC | 108 | $10.2K | 0.00% | −30−21.7% | Reduced |
| Thompson Investment Management, Inc. | 114 | $10.8K | 0.00% | +40+54.1% | Added |
| Hazlett, Burt & Watson, Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 122 | $11.5K | 0.01% | −35,400−99.7% | Reduced |
| Abound Wealth Management | 129 | $12.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 134 | $12.6K | 0.00% | −27−16.8% | Reduced |
| Indiana Trust & Investment Management CO | 135 | $12.7K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 135 | $12.7K | 0.01% | +135 | New |
| Covestor Ltd | 138 | $13.0K | 0.01% | −63−31.3% | Reduced |
| Farmers & Merchants Investments Inc | 145 | $13.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 149 | $14.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 149 | $14.1K | 0.00% | +149 | New |
| Heritage Wealth Advisors | 150 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 150 | $14.2K | 0.00% | +150 | New |
| Abich Financial Wealth Management LLC | 150 | $14.2K | 0.01% | +150 | New |
| Whittier Trust Co | 162 | $14.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 162 | $15.3K | 0.00% | +162 | New |
| Grey Fox Wealth Advisors, LLC | 169 | $15.9K | 0.00% | +169 | New |
| Aventura Private Wealth, LLC | 180 | $17.0K | 0.01% | +180 | New |
| CVA Family Office, LLC | 192 | $18.1K | 0.00% | +5+2.7% | Added |
| Millstone Evans Group, LLC | 200 | $18.9K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $18.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 201 | $19.0K | 0.01% | +9+4.7% | Added |
| Hemington Wealth Management | 206 | $19.0K | 0.00% | +47+29.6% | Added |
| SBI Securities Co., Ltd. | 205 | $19.3K | 0.00% | +22+12.0% | Added |
| Private Wealth Management Group, LLC | 208 | $19.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $19.8K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 222 | $20.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 233 | $22.0K | 0.00% | −1−0.4% | Reduced |
| GW&K Investment Management, LLC | 245 | $23.0K | 0.00% | +20+8.9% | Added |
| Eastern Bank | 246 | $23.2K | 0.00% | −165−40.1% | Reduced |
| Crews Bank & Trust | 250 | $23.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 264 | $24.0K | 0.00% | +133+101.5% | Added |
| TD Private Client Wealth LLC | 272 | $25.7K | 0.00% | +8+3.0% | Added |
| Sunbelt Securities, Inc. | 299 | $28.2K | 0.00% | −402−57.3% | Reduced |
| Stephens Consulting, LLC | 300 | $28.3K | 0.01% | −9−2.9% | Reduced |
| Creative Financial Designs Inc | 300 | $28.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $28.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 308 | $29.1K | 0.00% | +308 | New |
| PenderFund Capital Management Ltd. | 310 | $29.3K | 0.00% | −60−16.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 312 | $29.4K | 0.01% | +66+26.8% | Added |
| Cornerstone Planning Group LLC | 501 | $29.8K | 0.01% | +459+1,092.9% | Added |
| Glen Eagle Advisors, LLC | 330 | $31.1K | 0.00% | −20−5.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $31.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 334 | $31.5K | 0.01% | −2,328−87.5% | Reduced |
| Harbour Investments, Inc. | 334 | $31.5K | 0.00% | −99−22.9% | Reduced |
| Acadian Asset Management LLC | 347 | $32.0K | 0.00% | −3,562−91.1% | Reduced |
| Asset Dedication, LLC | 342 | $32.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $33.0K | 0.00% | −113−24.4% | Reduced |
| Tacita Capital Inc | 360 | $34.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 373 | $35.2K | 0.00% | −11,839−96.9% | Reduced |
| Ameritas Advisory Services, LLC | 375 | $35.4K | 0.00% | −61−14.0% | Reduced |
| Brown Brothers Harriman & Co | 386 | $36.4K | 0.00% | −138−26.3% | Reduced |
| Geneos Wealth Management Inc. | 392 | $37.0K | 0.00% | −219−35.8% | Reduced |
| FNY Investment Advisers, LLC | 396 | $37.0K | 0.01% | +396 | New |
| Clean Yield Group | 400 | $37.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 427 | $38.0K | 0.03% | −234−35.4% | Reduced |
| MTM Investment Management, LLC | 421 | $39.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 423 | $39.9K | 0.00% | +201+90.5% | Added |
| Atlantic Union Bankshares Corp | 431 | $40.7K | 0.00% | +431 | New |
| True Wealth Design, LLC | 442 | $41.7K | 0.01% | +64+16.9% | Added |
| 1248 Management, LLC | 449 | $42.4K | 0.02% | 00.0% | Unchanged |
| American National Bank | 450 | $42.5K | 0.00% | +100+28.6% | Added |
| Hopwood Financial Services, Inc. | 475 | $44.8K | 0.03% | −125−20.8% | Reduced |
| Salomon & Ludwin, LLC | 504 | $45.4K | 0.00% | +159+46.1% | Added |
| Walleye Capital LLC | 495 | $46.7K | 0.00% | −127,024−99.6% | Reduced |
| Colonial Trust Co | 506 | $47.8K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 510 | $48.1K | 0.01% | +510 | New |
| Rosenberg Matthew Hamilton | 516 | $48.7K | 0.01% | +192+59.3% | Added |
| DT Investment Partners, LLC | 540 | $51.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 542 | $51.0K | 0.00% | −28−4.9% | Reduced |
| Independence Bank of Kentucky | 550 | $51.9K | 0.01% | −1,180−68.2% | Reduced |
| Hantz Financial Services, Inc. | 548 | $52.0K | 0.00% | +344+168.6% | Added |
| Cary Street Partner Investment Advisory LLC | 563 | $53.1K | 0.02% | +95+20.3% | Added |
| Onefund, LLC | 566 | $53.4K | 0.03% | +19+3.5% | Added |
| Murphy & Mullick Capital Management Corp | 571 | $53.9K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 616 | $58.1K | 0.00% | −160−20.6% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 626 | $59.1K | 0.04% | +626 | New |
| Johnson Financial Group, Inc. | 626 | $59.1K | 0.00% | +83+15.3% | Added |
| Alphadyne Asset Management LP | 667 | $62.9K | 0.04% | +667 | New |
| Cromwell Holdings LLC | 699 | $66.0K | 0.04% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 700 | $66.1K | 0.00% | −8,322−92.2% | Reduced |
| Pflug Koory, LLC | 725 | $68.4K | 0.03% | −70−8.8% | Reduced |
| HHM Wealth Advisors, LLC | 800 | $75.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 847 | $79.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 866 | $81.7K | 0.00% | +51+6.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,003 | $90.3K | 0.00% | +1+0.1% | Added |
| Battery Global Advisors, LLC | 957 | $90.3K | 0.04% | 00.0% | Unchanged |