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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
Fiduciary Wealth Partners, LLC0$00.00%−2,318−100.0%Sold out
Divisadero Street Capital Management, LP0$00.00%−2,148−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−2,136−100.0%Sold out
Sivia Capital Partners, LLC0$00.00%−2,131−100.0%Sold out
ADAPT Investment Managers SA0$00.00%−2,127−100.0%Sold out
State of Wyoming0$00.00%−1,850−100.0%Sold out
Bollard Group LLC0$00.00%−1,615−100.0%Sold out
Provenance Wealth Advisors, LLC0$00.00%−1,424−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−1,346−100.0%Sold out
Ofi Invest Asset Management0$00.00%−1,319−100.0%Sold out
Alphadyne Asset Management LP0$00.00%−667−100.0%Sold out
Absoluto Partners Gestao de Recursos Ltda0$00.00%−626−100.0%Sold out
Hopwood Financial Services, Inc.0$00.00%−475−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−396−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−375−100.0%Sold out
Rise Advisors, LLC0$00.00%−201−100.0%Sold out
Crowley Wealth Management, Inc.0$00.00%−200−100.0%Sold out
Aventura Private Wealth, LLC0$00.00%−180−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−169−100.0%Sold out
Mather Group, LLC.0$00.00%−150−100.0%Sold out
North Capital, Inc.0$00.00%−59−100.0%Sold out
Activest Wealth Management0$00.00%−55−100.0%Sold out
HM Payson & Co0$00.00%−37−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−32−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−22−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−19−100.0%Sold out
Main Street Group, LTD0$00.00%−18−100.0%Sold out
Heartwood Wealth Advisors LLC0$00.00%−15−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−15−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−12−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−12−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−6−100.0%Sold out
Hurley Capital, LLC0$00.00%−5−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−3−100.0%Sold out
Imprint Wealth LLC0$00.00%−2−100.0%Sold out
Burgundy Asset Management Ltd.––––Not filed
CIBC Bancorp USA Inc.––––Not filed
AXA Investment Managers S.A.––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Glenmede Investment Management, LP––––Not filed
Shell Asset Management Co––––Not filed
Wetherby Asset Management Inc––––Not filed
Chiron Capital Management, LLC––––Not filed
Hemington Wealth Management––––Not filed
Abich Financial Wealth Management LLC––––Not filed
Guerra Advisors Inc––––Not filed
FSA Wealth Management LLC––––Not filed
Creekmur Asset Management LLC––––Not filed
Texas Capital Bancshares Inc––––Not filed
Binnacle Investments Inc––––Not filed
West Oak Capital, LLC––––Not filed