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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, Q4 2025

Institutional positions in Dollar Tree, Inc. as of Dec 31, 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
836
+75 vs. Q3 2025
Shares held
211.8M
−12.2M (−5.5%) vs. Q3 2025
Total value
$26.0B
+$4.92B (+23.3%) vs. Q3 2025
New holders
174
244 more added
Sold out
99
292 more reduced

16 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 836 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 heldQ4 2025: $26.0B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q3 2025.

Institutions holding DLTR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Steigerwald, Gordon & Koch Inc.1$1040.00%00.0%Unchanged
IMA Wealth, Inc.1$1230.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$1230.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1230.00%00.0%Unchanged
Aspect Partners, LLC3$3690.00%00.0%Unchanged
Highline Wealth Partners LLC3$3690.00%00.0%Unchanged
Davis Capital Management3$3690.00%+1+50.0%Added
Plante Moran Financial Advisors, LLC3$3690.00%+3New
Dogwood Wealth Management LLC3$3690.00%+3New
Decker Retirement Planning Inc.4$4920.00%−118−96.7%Reduced
Private Wealth Asset Management, LLC4$4920.00%00.0%Unchanged
Trust Co4$4920.00%+4New
Seneschal Advisors, LLC4$4930.00%00.0%Unchanged
WPG Advisers, LLC5$6150.00%00.0%Unchanged
Atlantic Private Wealth, LLC5$6150.00%+5New
American Capital Advisory, LLC5$6160.00%−1−16.7%Reduced
Retirement Wealth Solutions LLC5$6160.00%+1+25.0%Added
Central Trust Co5$6380.00%+1+25.0%Added
E Fund Management (Hong Kong) Co., Ltd.6$7030.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.6$7390.00%+6New
Nemes Rush Group LLC7$8610.00%+7New
Whipplewood Advisors, LLC7$8610.00%+7New
McGuire Capital Advisors Inc7$8610.00%+7New
TFC Financial Management7$8620.00%00.0%Unchanged
Winnow Wealth LLC7$8680.00%00.0%Unchanged
Dunhill Financial, LLC8$9800.00%+3+60.0%Added
Quattro Advisors LLC8$9840.00%+8New
Quaker Wealth Management, LLC8$9850.00%00.0%Unchanged
PayPay Securities Corp9$1.11K0.03%−2−18.2%Reduced
WestEnd Advisors, LLC9$1.11K0.00%00.0%Unchanged
Richardson Capital Management LLC9$1.11K0.00%+9New
Clark Wealth Partners10$1.23K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$1.23K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.10$1.23K0.00%+10New
IMG Wealth Management, Inc.10$1.23K0.00%+10New
1015 Capital Partners, LLC10$1.23K0.00%+10New
Wolff Wiese Magana LLC10$1.23K0.00%00.0%Unchanged
HFM Investment Advisors, LLC10$1.23K0.00%00.0%Unchanged
RMG Wealth Management LLC10$1.29K0.00%+10New
Optima Capital LLC11$1.35K0.00%+11New
Fortis Group Advisors, LLC12$1.48K0.00%00.0%Unchanged
Clayton Financial Group LLC12$1.48K0.00%+12New
Principia Wealth Advisory, LLC13$1.60K0.00%−3−18.8%Reduced
Turning Point Benefit Group, Inc.13$1.60K0.00%+10+333.3%Added
American National Bank14$1.72K0.00%−436−96.9%Reduced
Kayne Anderson Rudnick Investment Management LLC14$1.72K0.00%00.0%Unchanged
Triumph Capital Management14$1.72K0.00%+14New
Proathlete Wealth Management LLC15$1.84K0.00%+15New
Ankerstar Wealth, LLC16$1.97K0.00%+16New
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
Penserra Capital Management LLC18$2.00K0.00%+12+200.0%Added
Rakuten Securities, Inc.17$2.09K0.00%−7−29.2%Reduced
Rossby Financial, LCC17$2.09K0.00%+17New
ORG Partners LLC18$2.21K0.00%−2−10.0%Reduced
Rialto Wealth Management, LLC18$2.21K0.00%+2+12.5%Added
Valued Wealth Advisors LLC18$2.21K0.00%+3+20.0%Added
Marquette Asset Management, LLC20$2.46K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$2.46K0.00%00.0%Unchanged
Battery Global Advisors, LLC19$2.52K0.00%−938−98.0%Reduced
BOK Financial Private Wealth, Inc.22$2.71K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC24$2.95K0.00%+10+71.4%Added
St Germain D J Co Inc24$2.95K0.00%+24New
Ogorek Anthony Joseph30$3.00K0.00%−15−33.3%Reduced
Capital Advisors, Ltd. LLC26$3.00K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC25$3.08K0.00%00.0%Unchanged
Hamrick Investment Counsel, llc25$3.08K0.00%+25New
CBIZ Investment Advisory Services, LLC27$3.32K0.00%00.0%Unchanged
Hoey Investments, Inc28$3.44K0.00%00.0%Unchanged
Financial Management Professionals, Inc.29$3.57K0.00%00.0%Unchanged
Boreal Capital Management LLC29$3.57K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.29$3.57K0.00%+3+11.5%Added
Archer Investment Corp30$3.69K0.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.30$3.69K0.00%00.0%Unchanged
Meeder Asset Management Inc31$3.81K0.00%−1−3.1%Reduced
North Star Investment Management Corp.32$3.94K0.00%+22+220.0%Added
SJS Investment Consulting Inc.32$3.94K0.00%+5+18.5%Added
Winthrop Capital Management, LLC35$4.00K0.00%00.0%Unchanged
Cornerstone Financial Management LLC35$4.30K0.00%+35New
Bell Investment Advisors, Inc35$4.31K0.00%−3−7.9%Reduced
Sunrise Financial Services, LLC37$4.55K0.00%+37New
Sound Income Strategies, LLC33$4.57K0.00%+28+560.0%Added
High Note Wealth, LLC38$4.67K0.00%00.0%Unchanged
Legacy Bridge, LLC38$4.67K0.00%+38New
Gleason Group, Inc.40$4.92K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.40$4.92K0.00%+11+37.9%Added
J.Safra Asset Management Corp40$4.92K0.00%+40New
Concord Wealth Partners40$4.92K0.00%+40New
Ares Financial Consulting, LLC40$4.92K0.00%+40New
Hilton Head Capital Partners, LLC40$4.92K0.00%+40New
Avion Wealth46$5.00K0.00%+5+12.2%Added
Howard Hughes Medical Institute41$5.04K0.00%−1−2.4%Reduced
Princeton Global Asset Management LLC41$5.04K0.00%00.0%Unchanged
Wealth Watch Advisors, INC42$5.17K0.00%00.0%Unchanged
Cornerstone Planning Group LLC44$5.24K0.00%−457−91.2%Reduced
Addison Advisors LLC43$5.29K0.00%+43New
Adkins Seale Capital Management LLC44$5.41K0.01%+44New
Truvestments Capital LLC45$5.54K0.00%00.0%Unchanged
Signature Equity Partners, LLC46$5.66K0.00%+46New
West Branch Capital LLC46$5.66K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC47$5.78K0.00%+47New