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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 401 | $43.5K | 0.00% | 00.0% | Unchanged |
| Bayban | 400 | $43.8K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 413 | $45.2K | 0.00% | +182+78.8% | Added |
| MTM Investment Management, LLC | 421 | $46.1K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 444 | $47.6K | 0.04% | −66−12.9% | Reduced |
| Beacon Financial Strategies CORP | 440 | $48.2K | 0.03% | 00.0% | Unchanged |
| 1248 Management, LLC | 449 | $49.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 508 | $53.7K | 0.00% | +61+13.6% | Added |
| Colonial Trust Co | 506 | $55.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 516 | $56.5K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 516 | $56.5K | 0.01% | +12+2.4% | Added |
| Onefund, LLC | 521 | $56.6K | 0.04% | −76−12.7% | Reduced |
| HHM Wealth Advisors, LLC | 532 | $58.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 540 | $59.1K | 0.00% | +235+77.0% | Added |
| DT Investment Partners, LLC | 540 | $59.1K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 550 | $60.2K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 571 | $62.5K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 572 | $62.6K | 0.00% | +397+226.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 574 | $62.8K | 0.01% | −41−6.7% | Reduced |
| MCF Advisors LLC | 584 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 589 | $64.5K | 0.00% | −621−51.3% | Reduced |
| Johnson Financial Group, Inc. | 617 | $67.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 618 | $67.7K | 0.01% | −45−6.8% | Reduced |
| Quarry LP | 642 | $70.3K | 0.01% | +411+177.9% | Added |
| CoreCap Advisors, LLC | 647 | $70.9K | 0.00% | −949−59.5% | Reduced |
| Mather Group, LLC. | 677 | $74.1K | 0.00% | +677 | New |
| Cromwell Holdings LLC | 699 | $76.5K | 0.04% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 700 | $76.7K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 725 | $79.4K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 768 | $84.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 847 | $93.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 930 | $101.8K | 0.03% | +348+59.8% | Added |
| Battery Global Advisors, LLC | 957 | $104.8K | 0.06% | +938+4,936.8% | Added |
| S.A. Mason LLC | 959 | $105.0K | 0.04% | +6+0.6% | Added |
| Assetmark, Inc | 987 | $108.0K | 0.00% | +1+0.1% | Added |
| Root Financial Partners, LLC | 989 | $108.3K | 0.01% | +596+151.7% | Added |
| Clear Street Markets LLC | 1,031 | $112.9K | 0.05% | −252−19.6% | Reduced |
| MV Capital Management, Inc. | 1,037 | $113.6K | 0.01% | +933+897.1% | Added |
| Paladin Advisory Group, LLC | 1,071 | $117.3K | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,105 | $121.0K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 1,247 | $136.6K | 0.02% | +1,247 | New |
| LRI Investments, LLC | 1,280 | $140.2K | 0.01% | −47−3.5% | Reduced |
| Massmutual Trust Co FSB | 1,324 | $145.0K | 0.00% | −118−8.2% | Reduced |
| Geneos Wealth Management Inc. | 1,352 | $148.1K | 0.00% | −225−14.3% | Reduced |
| Harbour Investments, Inc. | 1,409 | $154.3K | 0.00% | +1,112+374.4% | Added |
| Provenance Wealth Advisors, LLC | 1,424 | $155.9K | 0.02% | +1,424 | New |
| Northwestern Mutual Wealth Management Co | 1,433 | $156.9K | 0.00% | +739+106.5% | Added |
| Private Trust Co NA | 1,464 | $160.3K | 0.01% | +12+0.8% | Added |
| SRS Capital Advisors, Inc. | 1,488 | $163.0K | 0.00% | +1,176+376.9% | Added |
| CrossGen Wealth, LLC | 1,561 | $170.9K | 0.15% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,570 | $172.0K | 0.00% | +166+11.8% | Added |
| IFP Advisors, Inc | 1,693 | $185.4K | 0.00% | −53−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,698 | $185.9K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,741 | $190.0K | 0.00% | +1,741 | New |
| Deseret Mutual Benefit Administrators | 1,749 | $191.5K | 0.07% | +541+44.8% | Added |
| Anchor Investment Management, LLC | 1,800 | $197.1K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,828 | $200.2K | 0.00% | +8+0.4% | Added |
| Institute for Wealth Management, LLC. | 1,828 | $200.2K | 0.02% | −3−0.2% | Reduced |
| Tull Financial Group, Inc. | 1,831 | $200.5K | 0.09% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,838 | $201.3K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,862 | $204.0K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,885 | $206.4K | 0.01% | +10+0.5% | Added |
| BSW Wealth Partners | 1,899 | $208.0K | 0.03% | +103+5.7% | Added |
| EverSource Wealth Advisors, LLC | 1,902 | $208.3K | 0.01% | +351+22.6% | Added |
| Blueshift Asset Management, LLC | 1,914 | $209.6K | 0.06% | −450−19.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,145 | $210.2K | 0.04% | +333+18.4% | Added |
| Three Seasons Wealth, LLC | 1,930 | $211.4K | 0.08% | +1,930 | New |
| Scientech Research LLC | 1,932 | $211.6K | 0.18% | +1,932 | New |
| BCS Private Wealth Management, Inc. | 1,950 | $213.5K | 0.06% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 1,976 | $216.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 1,979 | $216.7K | 0.00% | −15−0.8% | Reduced |
| South State Corp. | 1,982 | $217.0K | 0.01% | −28−1.4% | Reduced |
| Wealth Management Associates, Inc. | 2,000 | $219.0K | 0.08% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,003 | $219.3K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,030 | $222.3K | 0.00% | +2,030 | New |
| Tema ETFs LLC | 2,031 | $222.4K | 0.01% | +7+0.3% | Added |
| Citizens Financial Group Inc | 2,032 | $222.5K | 0.00% | +168+9.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,041 | $223.5K | 0.00% | +2,041 | New |
| Panagora Asset Management Inc | 2,124 | $232.6K | 0.00% | +79+3.9% | Added |
| Exchange Traded Concepts, LLC | 2,145 | $234.9K | 0.00% | +485+29.2% | Added |
| Odyssean, LLC | 2,158 | $236.3K | 0.09% | +2,158 | New |
| Optiver Holding B.V. | 2,160 | $236.5K | 0.01% | +694+47.3% | Added |
| Fifth Third Wealth Advisors LLC | 2,187 | $239.5K | 0.01% | +27+1.3% | Added |
| Stance Capital LLC | 2,190 | $239.8K | 0.12% | +2,190 | New |
| Parallel Advisors, LLC | 2,193 | $240.2K | 0.00% | +346+18.7% | Added |
| Pitcairn Wealth Advisors LLC | 1,960 | $241.1K | 0.02% | +96+5.2% | Added |
| WSFS Capital Management, LLC | 2,206 | $241.6K | 0.01% | −1,087−33.0% | Reduced |
| Kestra Private Wealth Services, LLC | 2,211 | $242.1K | 0.00% | −20−0.9% | Reduced |
| Xxi Wealth, LLC | 2,227 | $243.9K | 0.14% | +2,227 | New |
| Allworth Financial LP | 2,229 | $244.0K | 0.00% | +1,244+126.3% | Added |
| Platform Technology Partners | 2,249 | $246.3K | 0.05% | +2,249 | New |
| Capital Investment Advisory Services, LLC | 2,269 | $248.5K | 0.02% | −1,042−31.5% | Reduced |
| 1st Source Bank | 2,280 | $249.7K | 0.01% | +8+0.4% | Added |
| Bridgewater Advisors Inc. | 3,641 | $249.9K | 0.01% | +213+6.2% | Added |
| PEAK6 LLC | 2,299 | $251.8K | 0.01% | +2,299 | New |
| Fiduciary Trust Co | 2,333 | $255.5K | 0.00% | +16+0.7% | Added |
| Apollon Wealth Management, LLC | 2,342 | $256.5K | 0.00% | +2,342 | New |
| Cary Street Partners Financial LLC | 2,369 | $259.4K | 0.01% | −111−4.5% | Reduced |
| Umb Bank N A | 2,370 | $259.5K | 0.00% | +148+6.7% | Added |
| Belfer Management LLC | 2,374 | $259.9K | 4.35% | +83+3.6% | Added |