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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
Thompson Investment Management, Inc.114$14.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC112$13.8K0.00%+42+60.0%Added
Bruce G. Allen Investments, LLC111$13.7K0.01%+12+12.1%Added
Prestige Wealth Management Group LLC108$13.3K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac178$12.9K0.00%+178New
MV Capital Management, Inc.104$12.8K0.00%+1+1.0%Added
Brown, Lisle/Cummings, Inc.104$12.8K0.00%00.0%Unchanged
Bogart Wealth, LLC103$12.7K0.00%+5+5.1%Added
Kemnay Advisory Services Inc.101$12.4K0.00%+101New
Trust Co of Toledo NA100$12.3K0.00%00.0%Unchanged
Front Row Advisors LLC100$12.3K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$12.3K0.00%00.0%Unchanged
City State Bank100$12.3K0.00%00.0%Unchanged
Crewe Advisors LLC99$12.2K0.00%00.0%Unchanged
Manchester Capital Management LLC96$11.8K0.00%+31+47.7%Added
Grove Bank & Trust91$11.2K0.00%00.0%Unchanged
Motiv8 Investments LLC89$11.0K0.01%+89New
Tucker Asset Management LLC84$10.3K0.00%+84New
Sachetta, LLC83$10.2K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC79$9.72K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA74$9.10K0.00%00.0%Unchanged
Torren Management, LLC69$8.49K0.00%+69New
Bartlett & Co. Wealth Management LLC67$8.24K0.00%00.0%Unchanged
Valley National Advisers Inc71$8.00K0.00%+71New
Kilter Group LLC63$7.75K0.00%+6+10.5%Added
1620 Investment Advisors, Inc.61$7.50K0.01%00.0%Unchanged
UMA Financial Services, Inc.60$7.38K0.00%+36+150.0%Added
Transamerica Financial Advisors, Inc.58$7.18K0.00%+57+5,700.0%Added
Alerus Financial NA57$7.01K0.00%00.0%Unchanged
Roble, Belko & Company, Inc57$7.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd60$7.00K0.00%+60New
Golden State Wealth Management, LLC56$6.89K0.00%00.0%Unchanged
Raffa Wealth Management, LLC55$6.77K0.00%+3+5.8%Added
Frazier Financial Advisors, LLC54$6.64K0.00%00.0%Unchanged
Bare Financial Services, Inc51$6.27K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.50$5.88K0.01%+50New
Harbor Investment Advisory, LLC47$5.78K0.00%+47New
West Branch Capital LLC46$5.66K0.00%00.0%Unchanged
Signature Equity Partners, LLC46$5.66K0.00%+46New
Truvestments Capital LLC45$5.54K0.00%00.0%Unchanged
Adkins Seale Capital Management LLC44$5.41K0.01%+44New
Addison Advisors LLC43$5.29K0.00%+43New
Cornerstone Planning Group LLC44$5.24K0.00%−457−91.2%Reduced
Wealth Watch Advisors, INC42$5.17K0.00%00.0%Unchanged
Howard Hughes Medical Institute41$5.04K0.00%−1−2.4%Reduced
Princeton Global Asset Management LLC41$5.04K0.00%00.0%Unchanged
Avion Wealth46$5.00K0.00%+5+12.2%Added
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
Legacy Bridge, LLC38$4.67K0.00%+38New
High Note Wealth, LLC38$4.67K0.00%00.0%Unchanged
Sound Income Strategies, LLC33$4.57K0.00%+28+560.0%Added
Sunrise Financial Services, LLC37$4.55K0.00%+37New
Bell Investment Advisors, Inc35$4.31K0.00%−3−7.9%Reduced
Cornerstone Financial Management LLC35$4.30K0.00%+35New
Winthrop Capital Management, LLC35$4.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$3.94K0.00%+5+18.5%Added
North Star Investment Management Corp.32$3.94K0.00%+22+220.0%Added
Meeder Asset Management Inc31$3.81K0.00%−1−3.1%Reduced
North Ridge Wealth Advisors, Inc.30$3.69K0.00%00.0%Unchanged
Archer Investment Corp30$3.69K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.29$3.57K0.00%+3+11.5%Added
Financial Management Professionals, Inc.29$3.57K0.00%00.0%Unchanged
Boreal Capital Management LLC29$3.57K0.00%00.0%Unchanged
Hoey Investments, Inc28$3.44K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC27$3.32K0.00%00.0%Unchanged
Hamrick Investment Counsel, llc25$3.08K0.00%+25New
MPWM Advisory Solutions, LLC25$3.08K0.00%00.0%Unchanged
Ogorek Anthony Joseph30$3.00K0.00%−15−33.3%Reduced
Capital Advisors, Ltd. LLC26$3.00K0.00%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
BOK Financial Private Wealth, Inc.22$2.71K0.00%00.0%Unchanged
Battery Global Advisors, LLC19$2.52K0.00%−938−98.0%Reduced
Marquette Asset Management, LLC20$2.46K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$2.46K0.00%00.0%Unchanged
Rialto Wealth Management, LLC18$2.21K0.00%+2+12.5%Added
Valued Wealth Advisors LLC18$2.21K0.00%+3+20.0%Added
ORG Partners LLC18$2.21K0.00%−2−10.0%Reduced
Rakuten Securities, Inc.17$2.09K0.00%−7−29.2%Reduced
Rossby Financial, LCC17$2.09K0.00%+17New
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
Penserra Capital Management LLC18$2.00K0.00%+12+200.0%Added
Ankerstar Wealth, LLC16$1.97K0.00%+16New
Proathlete Wealth Management LLC15$1.84K0.00%+15New
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
Principia Wealth Advisory, LLC13$1.60K0.00%−3−18.8%Reduced
Turning Point Benefit Group, Inc.13$1.60K0.00%+10+333.3%Added
Clayton Financial Group LLC12$1.48K0.00%+12New
Fortis Group Advisors, LLC12$1.48K0.00%00.0%Unchanged
Optima Capital LLC11$1.35K0.00%+11New
RMG Wealth Management LLC10$1.29K0.00%+10New
Wolff Wiese Magana LLC10$1.23K0.00%00.0%Unchanged
HFM Investment Advisors, LLC10$1.23K0.00%00.0%Unchanged