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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 2,394 | $262.2K | 0.01% | +2,394 | New |
| Wealthspire Advisors, LLC | 2,409 | $263.8K | 0.00% | −1,639−40.5% | Reduced |
| Crestwood Advisors Group LLC | 2,414 | $264.4K | 0.00% | +2,414 | New |
| TCG Advisory Services, LLC | 2,417 | $264.7K | 0.01% | +2,417 | New |
| RSM US Wealth Management LLC | 2,438 | $267.0K | 0.00% | +47+2.0% | Added |
| Estate Planners Group, LLC | 2,444 | $267.6K | 0.13% | +2,444 | New |
| Waddell & Associates, LLC | 2,463 | $269.7K | 0.02% | +2,463 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,482 | $271.8K | 0.02% | +2,482 | New |
| Mediolanum International Funds Ltd | 2,604 | $275.3K | 0.00% | −45,942−94.6% | Reduced |
| Blair William & Co | 2,524 | $276.4K | 0.00% | −4,121−62.0% | Reduced |
| Counterpoint Mutual Funds LLC | 2,538 | $277.9K | 0.04% | −24,866−90.7% | Reduced |
| Cornerstone Investment Partners, LLC | 2,544 | $278.6K | 0.01% | +113+4.6% | Added |
| Profund Advisors LLC | 2,546 | $278.8K | 0.01% | +144+6.0% | Added |
| Gateway Investment Advisers LLC | 2,604 | $285.2K | 0.00% | +2,604 | New |
| Alpha Family Trust | 2,620 | $286.9K | 0.14% | 00.0% | Unchanged |
| CX Institutional | 2,617 | $287.0K | 0.01% | −139−5.0% | Reduced |
| Plato Investment Management Ltd | 2,673 | $292.9K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,709 | $296.7K | 0.01% | −185−6.4% | Reduced |
| Claro Advisors LLC | 2,716 | $297.4K | 0.04% | +2,716 | New |
| Siemens Fonds Invest GmbH | 2,720 | $297.9K | 0.02% | −47−1.7% | Reduced |
| Prelude Capital Management, LLC | 2,727 | $298.6K | 0.02% | +2,727 | New |
| Dana Investment Advisors, Inc. | 2,728 | $298.7K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,729 | $298.9K | 0.01% | −102−3.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,692 | $299.1K | 0.01% | +1,690+168.7% | Added |
| J. Team Financial, Inc. | 2,754 | $301.6K | 0.34% | −410−13.0% | Reduced |
| Topsail Wealth Management, LLC | 2,768 | $303.1K | 0.04% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,781 | $304.5K | 0.02% | +2,781 | New |
| Essential Partners LLC | 2,782 | $304.7K | 0.10% | +42+1.5% | Added |
| Arrow Financial Corp | 2,790 | $305.5K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 2,803 | $307.0K | 0.05% | +2,803 | New |
| Centiva Capital, LP | 2,825 | $309.4K | 0.01% | +2,825 | New |
| Cidel Asset Management Inc | 2,829 | $309.8K | 0.02% | +73+2.6% | Added |
| Sivia Capital Partners, LLC | 2,830 | $309.9K | 0.06% | +2,830 | New |
| Equity Investment Corp | 2,854 | $312.5K | 0.01% | −5,645−66.4% | Reduced |
| Avenir Corp | 2,860 | $313.2K | 0.04% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 2,912 | $318.9K | 0.00% | +2,912 | New |
| Jacobs Equity LLC | 2,950 | $323.1K | 0.29% | −500−14.5% | Reduced |
| Camden Capital, LLC | 2,962 | $324.4K | 0.02% | +2,962 | New |
| Guggenheim Capital LLC | 2,989 | $327.3K | 0.00% | −763−20.3% | Reduced |
| Equitable Holdings, Inc. | 2,738 | $330.1K | 0.00% | +2,738 | New |
| Tobam | 3,026 | $331.0K | 0.09% | −18,721−86.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,023 | $331.0K | 0.06% | −277−8.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,200 | $332.3K | 0.01% | +3,200 | New |
| MML Investors Services, LLC | 3,042 | $333.1K | 0.00% | −649−17.6% | Reduced |
| Atomi Financial Group, Inc. | 3,117 | $341.3K | 0.01% | +86+2.8% | Added |
| V-Square Quantitative Management LLC | 3,130 | $342.8K | 0.04% | −243−7.2% | Reduced |
| Evoke Wealth, LLC | 3,132 | $343.0K | 0.01% | +4+0.1% | Added |
| Atlantic Trust, LLC | 3,149 | $344.8K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,203 | $350.8K | 0.01% | +364+12.8% | Added |
| Fieldview Capital Management, LLC | 3,207 | $351.2K | 0.10% | +3,207 | New |
| Exit Wealth Advisors, LLC. | 3,266 | $357.7K | 0.18% | +3,266 | New |
| LVW Advisors, LLC | 3,278 | $359.0K | 0.04% | +3,278 | New |
| Ellevest, Inc. | 3,292 | $360.5K | 0.05% | −117−3.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,294 | $360.7K | 0.01% | +3,294 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,354 | $367.3K | 0.01% | +1,513+82.2% | Added |
| Valeo Financial Advisors, LLC | 3,357 | $367.6K | 0.01% | −35−1.0% | Reduced |
| RHS Financial, LLC | 3,400 | $372.3K | 0.18% | +456+15.5% | Added |
| Resources Investment Advisors, LLC. | 3,433 | $375.9K | 0.00% | −1,258−26.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,447 | $377.5K | 0.03% | +496+16.8% | Added |
| Warren Averett Asset Management, LLC | 3,448 | $377.6K | 0.00% | +183+5.6% | Added |
| Algert Global LLC | 3,449 | $377.7K | 0.01% | +3,449 | New |
| Brighton Jones LLC | 3,491 | $382.3K | 0.01% | +3,491 | New |
| Concurrent Investment Advisors, LLC | 3,492 | $382.4K | 0.00% | +998+40.0% | Added |
| Miller Global Investments, LLC | 3,535 | $387.1K | 0.35% | −111−3.0% | Reduced |
| Stevens Capital Management LP | 3,552 | $389.0K | 0.06% | +1,068+43.0% | Added |
| Gsa Capital Partners LLP | 3,593 | $393.0K | 0.02% | −2,898−44.6% | Reduced |
| Davenport & Co LLC | 3,626 | $397.0K | 0.00% | +133+3.8% | Added |
| Baker Avenue Asset Management, LP | 3,642 | $398.9K | 0.01% | +3,642 | New |
| Cynosure Management, LLC | 3,658 | $400.6K | 0.05% | +3,658 | New |
| Vise Technologies, Inc. | 3,276 | $402.9K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,683 | $403.3K | 0.00% | −184−4.8% | Reduced |
| Farther Finance Advisors, LLC | 3,742 | $406.8K | 0.00% | +650+21.0% | Added |
| Riverwater Partners LLC | 3,731 | $408.6K | 0.14% | +10.0% | Added |
| Unified Investment Management | 3,823 | $418.7K | 0.43% | −95−2.4% | Reduced |
| Private Advisor Group, LLC | 3,877 | $424.6K | 0.00% | +74+1.9% | Added |
| Buckingham Strategic Partners | 3,911 | $428.2K | 0.00% | −3,063−43.9% | Reduced |
| Brown Brothers Harriman & Co | 3,926 | $429.9K | 0.00% | +2,233+131.9% | Added |
| Johnson Investment Counsel Inc | 3,941 | $431.6K | 0.00% | +270+7.4% | Added |
| Versant Capital Management, Inc | 3,966 | $434.3K | 0.04% | +1,087+37.8% | Added |
| Signaturefd, LLC | 3,970 | $434.7K | 0.01% | +22+0.6% | Added |
| Ballentine Partners, LLC | 3,996 | $437.6K | 0.01% | −59−1.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,000 | $438.0K | 0.02% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 4,081 | $446.9K | 0.01% | −143−3.4% | Reduced |
| EP Wealth Advisors, LLC | 4,098 | $448.8K | 0.00% | +761+22.8% | Added |
| Montag A & Associates Inc | 4,176 | $457.3K | 0.02% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 4,618 | $461.5K | 0.13% | −78−1.7% | Reduced |
| Arkadios Wealth Advisors | 4,224 | $462.6K | 0.01% | +4,224 | New |
| Steel Peak Wealth Management LLC | 4,229 | $463.1K | 0.01% | +4,229 | New |
| MAI Capital Management | 4,236 | $463.9K | 0.00% | +1,495+54.5% | Added |
| Integrated Wealth Concepts LLC | 4,251 | $465.5K | 0.00% | −2,467−36.7% | Reduced |
| Dark Forest Capital Management LP | 4,291 | $469.9K | 0.04% | −12,187−74.0% | Reduced |
| Cresset Asset Management, LLC | 4,337 | $474.9K | 0.00% | +919+26.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,344 | $475.7K | 0.01% | −12,000−73.4% | Reduced |
| Wedmont Private Capital | 4,509 | $476.2K | 0.02% | +1,393+44.7% | Added |
| Everence Capital Management Inc | 4,360 | $477.0K | 0.03% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 4,370 | $478.6K | 0.24% | +4,370 | New |
| 1832 Asset Management L.P. | 4,421 | $484.1K | 0.00% | −18,207−80.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,483 | $486.1K | 0.02% | −1,465−24.6% | Reduced |
| STRS Ohio | 4,492 | $491.9K | 0.00% | −122−2.6% | Reduced |
| Pallas Capital Advisors LLC | 4,528 | $495.9K | 0.02% | −493−9.8% | Reduced |