Skip to main content

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
Ancora Advisors, LLC0$00.00%−20,090−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−14,209−100.0%Sold out
Polianta Ltd0$00.00%−14,000−100.0%Sold out
Fred Alger Management, LLC0$00.00%−12,095−100.0%Sold out
Monetta Financial Services Inc0$00.00%−11,000−100.0%Sold out
Point72 Italy, S.r.l.0$00.00%−11,000−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−9,078−100.0%Sold out
Oak Thistle LLC0$00.00%−8,116−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−8,096−100.0%Sold out
Group One Trading, L.P.0$00.00%−7,801−100.0%Sold out
Prana Capital Management, LP0$00.00%−7,040−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−6,960−100.0%Sold out
111 Capital0$00.00%−6,917−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−6,615−100.0%Sold out
Mangrove Partners0$00.00%−6,331−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−5,507−100.0%Sold out
Napa Wealth Management0$00.00%−5,240−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−4,742−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−4,700−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−4,683−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−4,415−100.0%Sold out
Armistice Capital, LLC0$00.00%−4,248−100.0%Sold out
Advisors Preferred, LLC0$00.00%−4,038−100.0%Sold out
United Advisor Group, LLC0$00.00%−4,055−100.0%Sold out
Anthracite Investment Company, Inc.0$00.00%−4,000−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−3,882−100.0%Sold out
MBB Public Markets I LLC0$00.00%−3,814−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−3,661−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−3,626−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−3,605−100.0%Sold out
Iron Financial, LLC0$00.00%−3,316−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,141−100.0%Sold out
BOCHK Asset Management Ltd0$00.00%−3,000−100.0%Sold out
Pictet & Cie (Europe) SA0$00.00%−2,995−100.0%Sold out
AlphaCore Capital LLC0$00.00%−2,899−100.0%Sold out
IFG Advisory, LLC0$00.00%−2,888−100.0%Sold out
XTX Topco Ltd0$00.00%−2,822−100.0%Sold out
Mutual Advisors, LLC0$00.00%−2,406−100.0%Sold out
Gratus Wealth Advisors, LLC0$00.00%−2,624−100.0%Sold out
Lebenthal Global Advisors, LLC0$00.00%−2,462−100.0%Sold out
Capital Investment Counsel, Inc0$00.00%−2,450−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−2,414−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−2,413−100.0%Sold out
Aaron Wealth Advisors0$00.00%−2,372−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−2,257−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,247−100.0%Sold out
Callan Family Office, LLC0$00.00%−2,211−100.0%Sold out
Old National Bancorp0$00.00%−2,132−100.0%Sold out
Panagora Asset Management Inc0$00.00%−2,045−100.0%Sold out
Cigna Investments Inc0$00.00%−2,028−100.0%Sold out
ORG Wealth Partners, LLC0$00.00%−998−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−907−100.0%Sold out
GeoWealth Management, LLC0$00.00%−650−100.0%Sold out
Skopos Labs, Inc.0$00.00%−566−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−346−100.0%Sold out
Briaud Financial Planning, Inc0$00.00%−165−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−136−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−130−100.0%Sold out
NewSquare Capital LLC0$00.00%−114−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−86−100.0%Sold out
Sierra Ocean, LLC0$00.00%−36−100.0%Sold out
Kiker Wealth Management, LLC0$00.00%−35−100.0%Sold out
Wood Tarver Financial Group, LLC0$00.00%−34−100.0%Sold out
GFG Capital, LLC0$00.00%−13−100.0%Sold out
Capital Analysts, LLC0$00.00%−12−100.0%Sold out
Total Investment Management Inc0$00.00%−9−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−7−100.0%Sold out
Richardson Financial Services Inc.0$00.00%−6−100.0%Sold out
Transce3nd, LLC0$00.00%−6−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−5−100.0%Sold out
St. Johns Investment Management Company, LLC0$00.00%−4−100.0%Sold out
Norges Bank––––Not filed
CIBC World Markets Corp––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
Forte Capital LLC––––Not filed
Avantax Advisory Services, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
Congress Wealth Management LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
First Horizon Advisors, Inc.––––Not filed
Parkworth Wealth Management, Inc.––––Not filed