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Livermore
Livermore
ZHEN

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, Q1 2026

Institutional positions in Dollar Tree, Inc. as of Mar 31, 2026. 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
858
+37 vs. Q4 2025
Shares held
206.8M
+20.5M (+11.0%) vs. Q4 2025
Total value
$22.7B
−$240.9M (−1.1%) vs. Q4 2025
New holders
134
312 more added
Sold out
97
260 more reduced

15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 858 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 heldQ1 2026: $22.7B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2025.

Institutions holding DLTR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Steigerwald, Gordon & Koch Inc.1$930.00%00.0%Unchanged
IMA Wealth, Inc.1$1090.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1100.00%00.0%Unchanged
Rakuten Securities, Inc.2$2190.00%−15−88.2%Reduced
Prosperity Bancshares Inc2$2190.00%+2New
3 Factor Indexing, LLC2$2200.00%+2New
Davis Capital Management3$3290.00%00.0%Unchanged
Hughes Financial Services, LLC3$3290.00%+3New
MidFirst Bank3$3290.00%+3New
Trust Co4$4380.00%00.0%Unchanged
Decker Retirement Planning Inc.4$4380.00%00.0%Unchanged
Central Trust Co4$4390.00%−1−20.0%Reduced
Seneschal Advisors, LLC4$4390.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.4$4390.00%+4New
Dunhill Financial, LLC4$5290.00%−4−50.0%Reduced
American Capital Advisory, LLC5$5480.00%00.0%Unchanged
WPG Advisers, LLC5$5480.00%00.0%Unchanged
Aspect Partners, LLC5$5480.00%+2+66.7%Added
Portus Wealth Advisors, LLC5$5480.00%+5New
Torren Management, LLC6$6570.00%−63−91.3%Reduced
Wall Street Financial Group, Inc.6$6570.00%+6New
DHJJ Financial Advisors, Ltd.6$6580.00%00.0%Unchanged
Retirement Wealth Solutions LLC6$6580.00%+1+20.0%Added
GHP Investment Advisors, Inc.6$6580.00%+6New
Cassaday & Co Wealth Management LLC6$6580.00%+6New
American National Bank7$7660.00%−7−50.0%Reduced
TFC Financial Management7$7670.00%00.0%Unchanged
Nemes Rush Group LLC7$7670.00%00.0%Unchanged
McGuire Capital Advisors Inc7$7670.00%00.0%Unchanged
Quaker Wealth Management, LLC8$8770.00%00.0%Unchanged
PayPay Securities Corp9$8990.03%00.0%Unchanged
RMG Wealth Management LLC10$9000.00%00.0%Unchanged
WestEnd Advisors, LLC9$9860.00%00.0%Unchanged
NBT Bank N A9$9860.00%+9New
Penserra Capital Management LLC18$1.00K0.00%00.0%Unchanged
HFM Investment Advisors, LLC10$1.09K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$1.09K0.00%00.0%Unchanged
1015 Capital Partners, LLC10$1.09K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$1.09K0.00%+7+233.3%Added
Delta Asset Management LLC10$1.09K0.00%+10New
Wolff Wiese Magana LLC10$1.10K0.00%00.0%Unchanged
Clark Wealth Partners10$1.10K0.00%00.0%Unchanged
IMG Wealth Management, Inc.11$1.21K0.00%+1+10.0%Added
Vermillion Wealth Management, Inc.11$1.21K0.00%+11New
Fortis Group Advisors, LLC12$1.31K0.00%00.0%Unchanged
Dogwood Wealth Management LLC12$1.31K0.00%+9+300.0%Added
Strengthening Families & Communities, LLC12$1.31K0.00%+12New
Clayton Financial Group LLC12$1.31K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$1.42K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC14$1.53K0.00%00.0%Unchanged
Burk Holdings LLC14$1.53K0.00%+14New
Proathlete Wealth Management LLC15$1.64K0.00%00.0%Unchanged
JPL Wealth Management, LLC15$1.64K0.00%+15New
Ankerstar Wealth, LLC16$1.75K0.00%00.0%Unchanged
First Command Advisory Services, Inc.17$1.86K0.00%+17New
Main Street Group, LTD18$1.97K0.00%+18New
Valued Wealth Advisors LLC18$1.97K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC19$2.08K0.00%+1+5.6%Added
ZRC Wealth Management, LLC19$2.08K0.00%+19New
Marquette Asset Management, LLC20$2.19K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$2.19K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.22$2.41K0.00%00.0%Unchanged
St Germain D J Co Inc24$2.63K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC25$2.74K0.00%00.0%Unchanged
PlanVest Financial, Inc25$2.74K0.00%+25New
Washington Trust Advisors, Inc.26$2.84K0.00%−151−85.3%Reduced
Ogorek Anthony Joseph30$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC26$3.00K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.28$3.07K0.00%−12−30.0%Reduced
Hoey Investments, Inc28$3.07K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC29$3.17K0.00%+5+20.8%Added
Bare Financial Services, Inc29$3.18K0.00%−22−43.1%Reduced
Financial Management Professionals, Inc.29$3.18K0.00%00.0%Unchanged
Boreal Capital Management LLC29$3.18K0.00%00.0%Unchanged
United Financial Planning Group LLC29$3.18K0.00%+29New
Archer Investment Corp30$3.29K0.00%00.0%Unchanged
Triumph Capital Management30$3.29K0.00%+16+114.3%Added
North Ridge Wealth Advisors, Inc.30$3.29K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.32$3.50K0.00%+3+10.3%Added
Sound Income Strategies, LLC33$3.55K0.00%00.0%Unchanged
Rossby Financial, LCC33$3.59K0.00%+16+94.1%Added
Napier Financial, LLC33$3.61K0.00%+33New
Winthrop Capital Management, LLC35$4.00K0.00%00.0%Unchanged
Sunrise Financial Services, LLC37$4.05K0.00%00.0%Unchanged
High Note Wealth, LLC38$4.16K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC39$4.27K0.00%−1−2.5%Reduced
Bell Investment Advisors, Inc39$4.27K0.00%+4+11.4%Added
Ares Financial Consulting, LLC40$4.35K0.00%00.0%Unchanged
J.Safra Asset Management Corp40$4.38K0.00%00.0%Unchanged
Gleason Group, Inc.40$4.38K0.00%00.0%Unchanged
Cornerstone Financial Management LLC40$4.38K0.00%+5+14.3%Added
Princeton Global Asset Management LLC41$4.49K0.00%00.0%Unchanged
Cornerstone Planning Group LLC48$4.50K0.00%+4+9.1%Added
Arlington Trust Co LLC42$4.60K0.00%+42New
Addison Advisors LLC43$4.71K0.00%00.0%Unchanged
Golden State Equity Partners44$4.82K0.00%+44New
Adkins Seale Capital Management LLC44$4.82K0.00%00.0%Unchanged
Synergy Investment Management, LLC44$4.82K0.00%+44New
Truvestments Capital LLC45$4.93K0.00%00.0%Unchanged