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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Three Bearings Fiduciary Advisors, Inc. | 50 | $5.88K | 0.01% | +50 | New |
| Bare Financial Services, Inc | 51 | $6.27K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 54 | $6.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 55 | $6.77K | 0.00% | +3+5.8% | Added |
| Golden State Wealth Management, LLC | 56 | $6.89K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 60 | $7.00K | 0.00% | +60 | New |
| Alerus Financial NA | 57 | $7.01K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 58 | $7.18K | 0.00% | +57+5,700.0% | Added |
| UMA Financial Services, Inc. | 60 | $7.38K | 0.00% | +36+150.0% | Added |
| 1620 Investment Advisors, Inc. | 61 | $7.50K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 63 | $7.75K | 0.00% | +6+10.5% | Added |
| Valley National Advisers Inc | 71 | $8.00K | 0.00% | +71 | New |
| Bartlett & Co. Wealth Management LLC | 67 | $8.24K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 69 | $8.49K | 0.00% | +69 | New |
| LFA - Lugano Financial Advisors SA | 74 | $9.10K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 79 | $9.72K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 83 | $10.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 84 | $10.3K | 0.00% | +84 | New |
| Motiv8 Investments LLC | 89 | $11.0K | 0.01% | +89 | New |
| Grove Bank & Trust | 91 | $11.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 96 | $11.8K | 0.00% | +31+47.7% | Added |
| Crewe Advisors LLC | 99 | $12.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 101 | $12.4K | 0.00% | +101 | New |
| Bogart Wealth, LLC | 103 | $12.7K | 0.00% | +5+5.1% | Added |
| Brown, Lisle/Cummings, Inc. | 104 | $12.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $12.8K | 0.00% | +1+1.0% | Added |
| Fideuram Asset Management (Ireland) dac | 178 | $12.9K | 0.00% | +178 | New |
| Prestige Wealth Management Group LLC | 108 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $13.7K | 0.01% | +12+12.1% | Added |
| JFS Wealth Advisors, LLC | 112 | $13.8K | 0.00% | +42+60.0% | Added |
| Thompson Investment Management, Inc. | 114 | $14.0K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 118 | $14.5K | 0.01% | −17−12.6% | Reduced |
| Spire Wealth Management | 119 | $14.6K | 0.00% | +19+19.0% | Added |
| Hazlett, Burt & Watson, Inc. | 120 | $15.0K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 125 | $15.4K | 0.00% | −14,620−99.2% | Reduced |
| Vision Retirement, LLC | 129 | $15.9K | 0.00% | +129 | New |
| Keating Financial Advisory Services, Inc. | 130 | $16.0K | 0.00% | +130 | New |
| Abound Wealth Management | 131 | $16.1K | 0.00% | +2+1.6% | Added |
| Indiana Trust & Investment Management CO | 135 | $16.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 144 | $17.7K | 0.00% | −1−0.7% | Reduced |
| Fortitude Family Office, LLC | 145 | $17.8K | 0.00% | +39+36.8% | Added |
| Wilkerson Advisory Group LLC | 146 | $18.0K | 0.01% | +146 | New |
| Trust Co of Vermont | 148 | $18.2K | 0.00% | +148 | New |
| Medallion Wealth Advisors, LLC | 149 | $18.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $18.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 153 | $18.8K | 0.00% | +4+2.7% | Added |
| Basecamp Wealth Advisors LLC | 162 | $19.9K | 0.00% | +162 | New |
| Ancora Advisors, LLC | 169 | $20.8K | 0.00% | +169 | New |
| Larson Financial Group LLC | 175 | $21.5K | 0.00% | −58−24.9% | Reduced |
| Whittier Trust Co | 162 | $21.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 177 | $21.8K | 0.00% | +177 | New |
| SHP Wealth Management | 185 | $22.8K | 0.00% | +185 | New |
| Millstone Evans Group, LLC | 200 | $24.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $24.6K | 0.00% | +200 | New |
| Reflection Asset Management | 202 | $24.8K | 0.02% | +202 | New |
| SBI Securities Co., Ltd. | 204 | $25.1K | 0.00% | −1−0.5% | Reduced |
| Quent Capital, LLC | 204 | $25.1K | 0.00% | +42+25.9% | Added |
| Private Wealth Management Group, LLC | 208 | $25.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $26.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 222 | $27.0K | 0.01% | +84+60.9% | Added |
| Missouri Trust & Investment Co | 222 | $27.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 214 | $27.3K | 0.00% | −50−18.9% | Reduced |
| Quarry LP | 231 | $28.4K | 0.00% | −3,601−94.0% | Reduced |
| CVA Family Office, LLC | 231 | $28.4K | 0.00% | +39+20.3% | Added |
| Eastern Bank | 245 | $30.1K | 0.00% | −1−0.4% | Reduced |
| YANKCOM Partnership | 250 | $30.8K | 0.01% | +250 | New |
| Crews Bank & Trust | 250 | $30.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 252 | $31.0K | 0.00% | +252 | New |
| DV Equities, LLC | 264 | $32.5K | 0.01% | +264 | New |
| NBC Securities, Inc. | 270 | $33.2K | 0.00% | −80−22.9% | Reduced |
| Elyxium Wealth, LLC | 274 | $33.7K | 0.01% | +274 | New |
| GW&K Investment Management, LLC | 284 | $35.0K | 0.00% | +39+15.9% | Added |
| Sunbelt Securities, Inc. | 290 | $35.7K | 0.00% | −9−3.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 291 | $35.8K | 0.01% | −21−6.7% | Reduced |
| Harbour Investments, Inc. | 297 | $36.5K | 0.00% | −37−11.1% | Reduced |
| Creative Financial Designs Inc | 300 | $36.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $36.9K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $36.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 305 | $37.5K | 0.00% | −679−69.0% | Reduced |
| TD Private Client Wealth LLC | 311 | $38.3K | 0.00% | +39+14.3% | Added |
| SRS Capital Advisors, Inc. | 312 | $38.4K | 0.00% | −15,868−98.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 315 | $38.7K | 0.01% | +315 | New |
| True Wealth Design, LLC | 325 | $40.0K | 0.01% | −117−26.5% | Reduced |
| Glen Eagle Advisors, LLC | 330 | $40.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $40.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 342 | $42.1K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 365 | $44.9K | 0.03% | +365 | New |
| Kerr Financial Planning Corp | 380 | $45.6K | 0.06% | +380 | New |
| Tacita Capital Inc | 373 | $45.9K | 0.03% | +13+3.6% | Added |
| Root Financial Partners, LLC | 393 | $48.3K | 0.00% | +85+27.6% | Added |
| Clean Yield Group | 400 | $49.2K | 0.01% | 00.0% | Unchanged |
| Bayban | 400 | $49.2K | 0.04% | +400 | New |
| Vestor Capital, LLC | 5,052 | $50.0K | 0.00% | +5,052 | New |
| Jessup Wealth Management, Inc | 409 | $50.3K | 0.02% | +409 | New |
| Salomon & Ludwin, LLC | 401 | $51.6K | 0.00% | −103−20.4% | Reduced |