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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,210 | $148.8K | 0.00% | −868−41.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,208 | $148.6K | 0.06% | +86+7.7% | Added |
| Evermay Wealth Management LLC | 1,105 | $135.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,002 | $134.0K | 0.00% | −1−0.1% | Reduced |
| Paladin Advisory Group, LLC | 1,071 | $131.7K | 0.10% | 00.0% | Unchanged |
| Assetmark, Inc | 986 | $121.2K | 0.00% | −199−16.8% | Reduced |
| Allworth Financial LP | 985 | $121.1K | 0.00% | +119+13.7% | Added |
| Wexford Capital LP | 970 | $119.3K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 953 | $117.2K | 0.05% | −315−24.8% | Reduced |
| Smithfield Trust Co | 847 | $104.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 768 | $94.5K | 0.01% | +768 | New |
| Los Angeles Capital Management LLC | 933 | $92.2K | 0.00% | +933 | New |
| Pflug Koory, LLC | 725 | $89.2K | 0.04% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 700 | $86.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 699 | $86.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 694 | $85.4K | 0.00% | −290−29.5% | Reduced |
| Parkside Financial Bank & Trust | 663 | $81.6K | 0.01% | +47+7.6% | Added |
| Johnson Financial Group, Inc. | 617 | $75.9K | 0.00% | −9−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 615 | $75.6K | 0.01% | +615 | New |
| Onefund, LLC | 597 | $73.4K | 0.04% | +31+5.5% | Added |
| MCF Advisors LLC | 584 | $71.8K | 0.00% | +450+335.8% | Added |
| Cary Street Partner Investment Advisory LLC | 582 | $71.6K | 0.02% | +19+3.4% | Added |
| Murphy & Mullick Capital Management Corp | 571 | $70.2K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 550 | $67.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 540 | $66.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 532 | $65.4K | 0.01% | −268−33.5% | Reduced |
| Sankala Group LLC | 510 | $64.5K | 0.05% | +510 | New |
| Rosenberg Matthew Hamilton | 516 | $63.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 506 | $62.2K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 504 | $62.0K | 0.01% | −6−1.2% | Reduced |
| Smartleaf Asset Management LLC | 447 | $55.4K | 0.00% | +24+5.7% | Added |
| 1248 Management, LLC | 449 | $55.2K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 440 | $54.1K | 0.03% | +440 | New |
| Atlantic Union Bankshares Corp | 431 | $53.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 427 | $53.0K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 421 | $51.8K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 401 | $51.6K | 0.00% | −103−20.4% | Reduced |
| Jessup Wealth Management, Inc | 409 | $50.3K | 0.02% | +409 | New |
| Vestor Capital, LLC | 5,052 | $50.0K | 0.00% | +5,052 | New |
| Clean Yield Group | 400 | $49.2K | 0.01% | 00.0% | Unchanged |
| Bayban | 400 | $49.2K | 0.04% | +400 | New |
| Root Financial Partners, LLC | 393 | $48.3K | 0.00% | +85+27.6% | Added |
| Tacita Capital Inc | 373 | $45.9K | 0.03% | +13+3.6% | Added |
| Kerr Financial Planning Corp | 380 | $45.6K | 0.06% | +380 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 365 | $44.9K | 0.03% | +365 | New |
| Asset Dedication, LLC | 342 | $42.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| True Wealth Design, LLC | 325 | $40.0K | 0.01% | −117−26.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 315 | $38.7K | 0.01% | +315 | New |
| SRS Capital Advisors, Inc. | 312 | $38.4K | 0.00% | −15,868−98.1% | Reduced |
| TD Private Client Wealth LLC | 311 | $38.3K | 0.00% | +39+14.3% | Added |
| Leonteq Securities AG | 305 | $37.5K | 0.00% | −679−69.0% | 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 |
| Harbour Investments, Inc. | 297 | $36.5K | 0.00% | −37−11.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 291 | $35.8K | 0.01% | −21−6.7% | Reduced |
| Sunbelt Securities, Inc. | 290 | $35.7K | 0.00% | −9−3.0% | Reduced |
| GW&K Investment Management, LLC | 284 | $35.0K | 0.00% | +39+15.9% | Added |
| Elyxium Wealth, LLC | 274 | $33.7K | 0.01% | +274 | New |
| NBC Securities, Inc. | 270 | $33.2K | 0.00% | −80−22.9% | Reduced |
| DV Equities, LLC | 264 | $32.5K | 0.01% | +264 | New |
| SageView Advisory Group, LLC | 252 | $31.0K | 0.00% | +252 | New |
| Crews Bank & Trust | 250 | $30.8K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 250 | $30.8K | 0.01% | +250 | New |
| Eastern Bank | 245 | $30.1K | 0.00% | −1−0.4% | 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 |
| Westside Investment Management, Inc. | 214 | $27.3K | 0.00% | −50−18.9% | Reduced |
| Missouri Trust & Investment Co | 222 | $27.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 222 | $27.0K | 0.01% | +84+60.9% | Added |
| Key Financial Inc | 219 | $26.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 208 | $25.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Reflection Asset Management | 202 | $24.8K | 0.02% | +202 | New |
| Millstone Evans Group, LLC | 200 | $24.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $24.6K | 0.00% | +200 | New |
| SHP Wealth Management | 185 | $22.8K | 0.00% | +185 | New |
| Washington Trust Advisors, Inc. | 177 | $21.8K | 0.00% | +177 | New |
| Whittier Trust Co | 162 | $21.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 175 | $21.5K | 0.00% | −58−24.9% | Reduced |
| Ancora Advisors, LLC | 169 | $20.8K | 0.00% | +169 | New |
| Basecamp Wealth Advisors LLC | 162 | $19.9K | 0.00% | +162 | New |
| First Horizon Corp | 153 | $18.8K | 0.00% | +4+2.7% | Added |
| Heritage Wealth Advisors | 150 | $18.5K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 149 | $18.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 148 | $18.2K | 0.00% | +148 | New |
| Wilkerson Advisory Group LLC | 146 | $18.0K | 0.01% | +146 | New |
| Fortitude Family Office, LLC | 145 | $17.8K | 0.00% | +39+36.8% | Added |
| Farmers & Merchants Investments Inc | 144 | $17.7K | 0.00% | −1−0.7% | Reduced |
| Indiana Trust & Investment Management CO | 135 | $16.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 131 | $16.1K | 0.00% | +2+1.6% | Added |
| Keating Financial Advisory Services, Inc. | 130 | $16.0K | 0.00% | +130 | New |
| Vision Retirement, LLC | 129 | $15.9K | 0.00% | +129 | New |
| Generali Asset Management SPA SGR | 125 | $15.4K | 0.00% | −14,620−99.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 120 | $15.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 119 | $14.6K | 0.00% | +19+19.0% | Added |
| Westfuller Advisors, LLC | 118 | $14.5K | 0.01% | −17−12.6% | Reduced |