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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 421 | $51.8K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 427 | $53.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 431 | $53.0K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 440 | $54.1K | 0.03% | +440 | New |
| 1248 Management, LLC | 449 | $55.2K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 447 | $55.4K | 0.00% | +24+5.7% | Added |
| Financial Consulate, Inc | 504 | $62.0K | 0.01% | −6−1.2% | Reduced |
| Colonial Trust Co | 506 | $62.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 516 | $63.5K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 510 | $64.5K | 0.05% | +510 | New |
| HHM Wealth Advisors, LLC | 532 | $65.4K | 0.01% | −268−33.5% | Reduced |
| DT Investment Partners, LLC | 540 | $66.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 550 | $67.7K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 571 | $70.2K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 582 | $71.6K | 0.02% | +19+3.4% | Added |
| MCF Advisors LLC | 584 | $71.8K | 0.00% | +450+335.8% | Added |
| Onefund, LLC | 597 | $73.4K | 0.04% | +31+5.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 615 | $75.6K | 0.01% | +615 | New |
| Johnson Financial Group, Inc. | 617 | $75.9K | 0.00% | −9−1.4% | Reduced |
| Parkside Financial Bank & Trust | 663 | $81.6K | 0.01% | +47+7.6% | Added |
| Northwestern Mutual Wealth Management Co | 694 | $85.4K | 0.00% | −290−29.5% | Reduced |
| Cromwell Holdings LLC | 699 | $86.0K | 0.05% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 700 | $86.1K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 725 | $89.2K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 933 | $92.2K | 0.00% | +933 | New |
| Atlas Capital Advisors LLC | 768 | $94.5K | 0.01% | +768 | New |
| Smithfield Trust Co | 847 | $104.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 953 | $117.2K | 0.05% | −315−24.8% | Reduced |
| Wexford Capital LP | 970 | $119.3K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 985 | $121.1K | 0.00% | +119+13.7% | Added |
| Assetmark, Inc | 986 | $121.2K | 0.00% | −199−16.8% | Reduced |
| Paladin Advisory Group, LLC | 1,071 | $131.7K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,002 | $134.0K | 0.00% | −1−0.1% | Reduced |
| Evermay Wealth Management LLC | 1,105 | $135.9K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,208 | $148.6K | 0.06% | +86+7.7% | Added |
| Ronald Blue Trust, Inc. | 1,210 | $148.8K | 0.00% | −868−41.8% | Reduced |
| Acadian Asset Management LLC | 1,255 | $154.0K | 0.00% | +908+261.7% | Added |
| Clear Street Markets LLC | 1,283 | $157.8K | 0.03% | +949+284.1% | Added |
| LRI Investments, LLC | 1,327 | $163.2K | 0.01% | +7+0.5% | Added |
| Global Retirement Partners, LLC | 1,376 | $169.3K | 0.00% | −1,725−55.6% | Reduced |
| Hantz Financial Services, Inc. | 1,404 | $173.0K | 0.00% | +856+156.2% | Added |
| Massmutual Trust Co FSB | 1,442 | $177.4K | 0.00% | +95+7.1% | Added |
| Private Trust Co NA | 1,452 | $178.6K | 0.02% | +78+5.7% | Added |
| Optiver Holding B.V. | 1,466 | $180.3K | 0.00% | +1,466 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,512 | $185.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,512 | $186.0K | 0.01% | +313+26.1% | Added |
| Bayforest Capital Ltd | 1,518 | $186.7K | 0.14% | −10,878−87.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,551 | $190.8K | 0.01% | +300+24.0% | Added |
| CrossGen Wealth, LLC | 1,561 | $192.0K | 0.17% | +1,561 | New |
| Geneos Wealth Management Inc. | 1,577 | $194.0K | 0.00% | +1,185+302.3% | Added |
| CoreCap Advisors, LLC | 1,596 | $196.3K | 0.01% | −2,162−57.5% | Reduced |
| Commerzbank Aktiengesellschaft | 1,634 | $201.0K | 0.00% | +1,634 | New |
| Exchange Traded Concepts, LLC | 1,660 | $204.2K | 0.00% | −643−27.9% | Reduced |
| Level Four Advisory Services, LLC | 1,670 | $205.4K | 0.01% | +1,670 | New |
| Brown Brothers Harriman & Co | 1,693 | $208.3K | 0.00% | +1,307+338.6% | Added |
| Ameritas Investment Partners, Inc. | 1,698 | $208.9K | 0.01% | −71−4.0% | Reduced |
| Finward Bancorp | 1,730 | $212.8K | 0.17% | +1,730 | New |
| Acorn Financial Advisory Services Inc | 1,741 | $214.1K | 0.03% | +1,741 | New |
| IFP Advisors, Inc | 1,746 | $214.8K | 0.00% | +28+1.6% | Added |
| TCFG Wealth Management, LLC | 1,752 | $215.5K | 0.08% | +1,752 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,768 | $217.5K | 0.01% | +1,768 | New |
| RIA Advisory Group LLC | 1,781 | $219.1K | 0.05% | +1,781 | New |
| BSW Wealth Partners | 1,796 | $220.9K | 0.03% | +1,796 | New |
| Anchor Investment Management, LLC | 1,800 | $221.4K | 0.02% | −34−1.9% | Reduced |
| Moment Partners, LLC | 1,800 | $221.4K | 0.05% | +1,800 | New |
| Oakmont Investment Advisors, Inc. | 1,818 | $223.6K | 0.16% | +1,818 | New |
| Steward Partners Investment Advisory, LLC | 1,820 | $223.9K | 0.00% | −2,974−62.0% | Reduced |
| Institute for Wealth Management, LLC. | 1,831 | $225.2K | 0.02% | +1,831 | New |
| Tull Financial Group, Inc. | 1,831 | $225.2K | 0.10% | +1,831 | New |
| Modera Wealth Management, LLC | 1,837 | $225.9K | 0.00% | +1,837 | New |
| Parsons Capital Management Inc | 1,838 | $226.1K | 0.01% | +1,838 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,841 | $226.5K | 0.00% | +1,841 | New |
| Parallel Advisors, LLC | 1,847 | $227.3K | 0.00% | −9−0.5% | Reduced |
| Cigna Investments Inc | 1,862 | $229.0K | 0.03% | +1,862 | New |
| Citizens Financial Group Inc | 1,864 | $229.3K | 0.00% | −871−31.8% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,864 | $229.3K | 0.02% | +1,864 | New |
| Bragg Financial Advisors, Inc | 1,875 | $230.6K | 0.01% | +1,875 | New |
| Quest Partners LLC | 1,912 | $235.2K | 0.01% | −16,589−89.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,917 | $235.8K | 0.00% | −303,164−99.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,812 | $236.3K | 0.05% | +1,812 | New |
| Venturi Wealth Management, LLC | 1,944 | $239.1K | 0.01% | +1,944 | New |
| BCS Private Wealth Management, Inc. | 1,950 | $239.9K | 0.08% | −715−26.8% | Reduced |
| Evolve Private Wealth, LLC | 1,970 | $242.3K | 0.01% | +1,970 | New |
| Employees Retirement System of Texas | 1,976 | $243.0K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,991 | $244.9K | 0.00% | +1,991 | New |
| Greenleaf Trust | 1,994 | $245.3K | 0.00% | +1,994 | New |
| Wealth Management Associates, Inc. | 2,000 | $246.0K | 0.09% | +2,000 | New |
| Franklin Street Advisors Inc | 2,003 | $246.4K | 0.01% | +2,003 | New |
| South State Corp. | 2,010 | $247.3K | 0.01% | +93+4.9% | Added |
| Tema ETFs LLC | 2,024 | $249.0K | 0.02% | +2,024 | New |
| Panagora Asset Management Inc | 2,045 | $251.6K | 0.00% | +2,045 | New |
| HighPoint Advisor Group LLC | 2,048 | $251.9K | 0.01% | +2,048 | New |
| Brown Miller Wealth Management, LLC | 2,083 | $256.2K | 0.07% | −237−10.2% | Reduced |
| Boothbay Fund Management, LLC | 2,119 | $260.7K | 0.01% | −63,850−96.8% | Reduced |
| Philadelphia Trust Co | 2,120 | $261.0K | 0.02% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 2,138 | $263.0K | 0.06% | −7,585−78.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,160 | $265.7K | 0.01% | −59−2.7% | Reduced |
| Chicago Partners Investment Group LLC | 2,096 | $270.2K | 0.01% | −45−2.1% | Reduced |
| Umb Bank N A | 2,222 | $273.3K | 0.00% | +1,239+126.0% | Added |
| Kestra Private Wealth Services, LLC | 2,231 | $274.4K | 0.00% | +2,231 | New |