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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 504 | $45.4K | 0.00% | +159+46.1% | Added |
| Hopwood Financial Services, Inc. | 475 | $44.8K | 0.03% | −125−20.8% | Reduced |
| American National Bank | 450 | $42.5K | 0.00% | +100+28.6% | Added |
| 1248 Management, LLC | 449 | $42.4K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 442 | $41.7K | 0.01% | +64+16.9% | Added |
| Atlantic Union Bankshares Corp | 431 | $40.7K | 0.00% | +431 | New |
| Smartleaf Asset Management LLC | 423 | $39.9K | 0.00% | +201+90.5% | Added |
| MTM Investment Management, LLC | 421 | $39.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 427 | $38.0K | 0.03% | −234−35.4% | Reduced |
| Clean Yield Group | 400 | $37.7K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 396 | $37.0K | 0.01% | +396 | New |
| Geneos Wealth Management Inc. | 392 | $37.0K | 0.00% | −219−35.8% | Reduced |
| Brown Brothers Harriman & Co | 386 | $36.4K | 0.00% | −138−26.3% | Reduced |
| Ameritas Advisory Services, LLC | 375 | $35.4K | 0.00% | −61−14.0% | Reduced |
| GWM Advisors LLC | 373 | $35.2K | 0.00% | −11,839−96.9% | Reduced |
| Tacita Capital Inc | 360 | $34.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $33.0K | 0.00% | −113−24.4% | Reduced |
| Asset Dedication, LLC | 342 | $32.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 347 | $32.0K | 0.00% | −3,562−91.1% | Reduced |
| 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 |
| 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 |
| Cornerstone Planning Group LLC | 501 | $29.8K | 0.01% | +459+1,092.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 312 | $29.4K | 0.01% | +66+26.8% | Added |
| PenderFund Capital Management Ltd. | 310 | $29.3K | 0.00% | −60−16.2% | Reduced |
| Root Financial Partners, LLC | 308 | $29.1K | 0.00% | +308 | New |
| 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 |
| Sunbelt Securities, Inc. | 299 | $28.2K | 0.00% | −402−57.3% | Reduced |
| TD Private Client Wealth LLC | 272 | $25.7K | 0.00% | +8+3.0% | Added |
| Westside Investment Management, Inc. | 264 | $24.0K | 0.00% | +133+101.5% | Added |
| Crews Bank & Trust | 250 | $23.6K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 246 | $23.2K | 0.00% | −165−40.1% | Reduced |
| GW&K Investment Management, LLC | 245 | $23.0K | 0.00% | +20+8.9% | Added |
| Larson Financial Group LLC | 233 | $22.0K | 0.00% | −1−0.4% | Reduced |
| Missouri Trust & Investment Co | 222 | $20.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $19.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 208 | $19.6K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 205 | $19.3K | 0.00% | +22+12.0% | Added |
| Hemington Wealth Management | 206 | $19.0K | 0.00% | +47+29.6% | Added |
| Rise Advisors, LLC | 201 | $19.0K | 0.01% | +9+4.7% | 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 |
| CVA Family Office, LLC | 192 | $18.1K | 0.00% | +5+2.7% | Added |
| Aventura Private Wealth, LLC | 180 | $17.0K | 0.01% | +180 | New |
| Grey Fox Wealth Advisors, LLC | 169 | $15.9K | 0.00% | +169 | New |
| Quent Capital, LLC | 162 | $15.3K | 0.00% | +162 | New |
| Whittier Trust Co | 162 | $14.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Medallion Wealth Advisors, LLC | 149 | $14.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 149 | $14.1K | 0.00% | +149 | New |
| Farmers & Merchants Investments Inc | 145 | $13.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 138 | $13.0K | 0.01% | −63−31.3% | Reduced |
| Indiana Trust & Investment Management CO | 135 | $12.7K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 135 | $12.7K | 0.01% | +135 | New |
| MCF Advisors LLC | 134 | $12.6K | 0.00% | −27−16.8% | Reduced |
| Abound Wealth Management | 129 | $12.2K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 122 | $11.5K | 0.01% | −35,400−99.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 114 | $10.8K | 0.00% | +40+54.1% | Added |
| Prestige Wealth Management Group LLC | 108 | $10.2K | 0.00% | −30−21.7% | Reduced |
| Fortitude Family Office, LLC | 106 | $10.0K | 0.00% | +20+23.3% | Added |
| Brown, Lisle/Cummings, Inc. | 104 | $9.80K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $9.72K | 0.00% | −1−1.0% | Reduced |
| 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 |
| Bruce G. Allen Investments, LLC | 99 | $9.34K | 0.01% | −4−3.9% | Reduced |
| Crewe Advisors LLC | 99 | $9.34K | 0.00% | +99 | New |
| Bogart Wealth, LLC | 98 | $9.25K | 0.00% | −32−24.6% | Reduced |
| Grove Bank & Trust | 91 | $8.59K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 83 | $7.83K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 79 | $7.46K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 74 | $6.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $6.61K | 0.00% | +15+27.3% | Added |
| Bartlett & Co. Wealth Management LLC | 67 | $6.32K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 65 | $6.13K | 0.00% | +23+54.8% | Added |
| 1620 Investment Advisors, Inc. | 61 | $5.76K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 59 | $5.57K | 0.00% | +1+1.7% | Added |
| Kilter Group LLC | 57 | $5.38K | 0.00% | +4+7.5% | Added |
| Alerus Financial NA | 57 | $5.38K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 56 | $5.28K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 55 | $5.19K | 0.00% | +3+5.8% | Added |
| Frazier Financial Advisors, LLC | 54 | $5.10K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $4.91K | 0.00% | +8+18.2% | Added |
| Bare Financial Services, Inc | 51 | $4.81K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 46 | $4.34K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 45 | $4.25K | 0.00% | +45 | New |
| Guerra Advisors Inc | 45 | $4.25K | 0.00% | +45 | New |
| Ogorek Anthony Joseph | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 42 | $3.96K | 0.00% | −1−2.3% | Reduced |
| Wealth Watch Advisors, INC | 42 | $3.96K | 0.00% | +42 | New |
| Princeton Global Asset Management LLC | 41 | $3.87K | 0.00% | 00.0% | Unchanged |