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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 4,660 | $510.3K | 0.00% | +2,336+100.5% | Added |
| Snowden Capital Advisors LLC | 4,664 | $510.8K | 0.01% | +99+2.2% | Added |
| Numerai GP LLC | 4,675 | $512.0K | 0.05% | +2,054+78.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,796 | $525.2K | 0.00% | −224−4.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,808 | $526.5K | 0.01% | −685−12.5% | Reduced |
| Wahed Invest LLC | 4,826 | $528.5K | 0.07% | −245−4.8% | Reduced |
| Ascent Group, LLC | 4,840 | $530.0K | 0.02% | +2,197+83.1% | Added |
| Kera Capital Partners, Inc. | 4,869 | $533.2K | 0.07% | +1,520+45.4% | Added |
| Squarepoint Ops LLC | 4,916 | $538.4K | 0.00% | −139−2.7% | Reduced |
| Agf Management Ltd | 5,000 | $547.5K | 0.00% | +5,000 | New |
| Securian Asset Management, Inc | 5,016 | $549.3K | 0.02% | −142−2.8% | Reduced |
| Erste Asset Management GmbH | 5,196 | $549.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5,019 | $549.6K | 0.00% | +2,048+68.9% | Added |
| Sanctuary Advisors, LLC | 5,059 | $554.1K | 0.00% | −301−5.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,083 | $556.6K | 0.01% | +2,373+87.6% | Added |
| Intact Investment Management Inc. | 5,100 | $558.5K | 0.02% | +5,100 | New |
| MUFG Securities Americas Inc. | 5,117 | $560.4K | 0.04% | +7+0.1% | Added |
| Stonebridge Financial Group, LLC | 5,119 | $560.6K | 0.05% | +1,514+42.0% | Added |
| Silvercrest Asset Management Group LLC | 5,131 | $561.9K | 0.00% | −219−4.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,187 | $568.0K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,190 | $568.4K | 0.03% | +636+14.0% | Added |
| Park Avenue Securities LLC | 5,203 | $570.0K | 0.00% | +2,182+72.2% | Added |
| Contravisory Investment Management, Inc. | 5,311 | $581.6K | 0.12% | −68−1.3% | Reduced |
| Bridgefront Capital, LLC | 5,329 | $583.6K | 0.15% | +5,329 | New |
| CWA Asset Management Group, LLC | 5,376 | $588.7K | 0.02% | +148+2.8% | Added |
| Lido Advisors, LLC | 5,386 | $589.9K | 0.00% | −705−11.6% | Reduced |
| Truist Financial Corp | 5,438 | $595.5K | 0.00% | −232−4.1% | Reduced |
| Strategy Asset Managers LLC | 5,450 | $596.8K | 0.10% | +5,450 | New |
| Teacher Retirement System of Texas | 5,479 | $600.0K | 0.00% | −962−14.9% | Reduced |
| Bramshill Investments, LLC | 5,500 | $602.3K | 0.05% | +5,500 | New |
| Skopos Labs, Inc. | 5,544 | $607.1K | 0.02% | +1,183+27.1% | Added |
| Mount Yale Investment Advisors, LLC | 5,616 | $615.0K | 0.01% | +5,616 | New |
| Fox Run Management, L.L.C. | 5,819 | $615.3K | 0.11% | +2,856+96.4% | Added |
| Atom Investors LP | 5,624 | $615.9K | 0.04% | +5,624 | New |
| Chicago Partners Investment Group LLC | 6,053 | $617.2K | 0.01% | +3,957+188.8% | Added |
| Gerald Baker Financial Group LLC | 5,637 | $617.3K | 0.20% | +5,637 | New |
| United Capital Financial Advisers, LLC | 5,669 | $620.8K | 0.00% | −397−6.5% | Reduced |
| Kestra Advisory Services, LLC | 5,737 | $628.2K | 0.00% | +1,293+29.1% | Added |
| South Dakota Investment Council | 5,882 | $644.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,910 | $647.3K | 0.01% | −1,584−21.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,918 | $648.1K | 0.01% | −143−2.4% | Reduced |
| City National Bank of Florida | 5,950 | $651.6K | 0.39% | +3,595+152.7% | Added |
| Merit Financial Group, LLC | 5,954 | $652.0K | 0.00% | +600+11.2% | Added |
| Inceptionr LLC | 6,113 | $669.4K | 0.16% | +6,113 | New |
| Stoneridge Investment Partners LLC | 6,161 | $675.0K | 0.49% | +6,161 | New |
| QRG Capital Management, Inc. | 6,216 | $680.7K | 0.01% | +52+0.8% | Added |
| HB Wealth Management, LLC | 6,216 | $680.7K | 0.00% | +1,453+30.5% | Added |
| Chemistry Wealth Management LLC | 6,302 | $690.1K | 0.12% | −4,308−40.6% | Reduced |
| Callahan Advisors, LLC | 6,365 | $697.0K | 0.06% | +400+6.7% | Added |
| Kathmere Capital Management, LLC | 6,374 | $698.0K | 0.04% | +3,276+105.7% | Added |
| Eads & Heald Wealth Management | 6,406 | $701.5K | 0.35% | +306+5.0% | Added |
| MorganRosel Wealth Management, LLC | 6,430 | $704.1K | 0.28% | +6,430 | New |
| Raiffeisen Bank International AG | 6,726 | $711.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,535 | $715.7K | 0.01% | −599−8.4% | Reduced |
| Kestra Investment Management, LLC | 6,678 | $731.3K | 0.01% | −3,012−31.1% | Reduced |
| AIMZ Investment Advisors, LLC | 6,720 | $735.9K | 0.23% | 00.0% | Unchanged |
| Blackstone Group Inc. | 6,769 | $741.3K | 0.00% | +6,769 | New |
| Lifeworks Advisors, LLC | 6,819 | $746.8K | 0.10% | −1,039−13.2% | Reduced |
| Mattern Capital Management, LLC | 6,853 | $750.5K | 0.09% | −6,696−49.4% | Reduced |
| Saudi Central Bank | 6,973 | $763.6K | 0.02% | +6,973 | New |
| Bayesian Capital Management, LP | 7,000 | $766.6K | 0.94% | +7,000 | New |
| Quantitative Investment Management, LLC | 7,085 | $775.0K | 0.08% | +7,085 | New |
| Syon Capital LLC | 7,173 | $785.5K | 0.04% | +2,268+46.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,208 | $789.3K | 0.16% | +284+4.1% | Added |
| AlphaGrep UK Ltd | 7,264 | $795.5K | 0.23% | +4,625+175.3% | Added |
| Empirical Finance, LLC | 7,325 | $802.2K | 0.04% | −26−0.4% | Reduced |
| Savant Capital, LLC | 7,381 | $808.3K | 0.00% | +3,715+101.3% | Added |
| Verdence Capital Advisors LLC | 7,406 | $811.0K | 0.05% | +7,406 | New |
| Commerce Bank | 7,503 | $821.7K | 0.00% | +68+0.9% | Added |
| Bessemer Group Inc | 7,518 | $824.0K | 0.00% | +933+14.2% | Added |
| Inscription Capital, LLC | 7,547 | $826.5K | 0.09% | +3,081+69.0% | Added |
| Chicago Trust Co NA | 7,560 | $827.9K | 0.13% | +807+12.0% | Added |
| Meiji Yasuda Life Insurance Co | 7,580 | $830.1K | 0.03% | +3,580+89.5% | Added |
| MUFG Securities EMEA plc | 7,582 | $830.3K | 0.01% | −194−2.5% | Reduced |
| E. Ohman J:or Asset Management AB | 7,600 | $832.3K | 0.02% | 00.0% | Unchanged |
| Burney Co | 7,663 | $839.2K | 0.03% | +145+1.9% | Added |
| Argent Trust Co | 7,804 | $854.6K | 0.03% | +284+3.8% | Added |
| VCI Wealth Management LLC | 7,836 | $858.1K | 0.24% | +7,836 | New |
| Canada Post Corp Registered Pension Plan | 8,089 | $885.8K | 0.04% | +1,090+15.6% | Added |
| Horizon Investments, LLC | 8,095 | $886.5K | 0.01% | −15,482−65.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 11,855 | $890.0K | 0.29% | +11,855 | New |
| Laird Norton Trust Company, LLC | 8,310 | $910.0K | 0.02% | −55−0.7% | Reduced |
| Signal Advisors Wealth, LLC | 8,345 | $913.9K | 0.06% | +8,345 | New |
| Metis Global Partners, LLC | 8,371 | $916.7K | 0.02% | −1,484−15.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,452 | $925.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,462 | $926.7K | 0.02% | +8,462 | New |
| Thrivent Financial for Lutherans | 8,604 | $942.0K | 0.00% | +1,409+19.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,198 | $943.0K | 0.00% | +264+3.3% | Added |
| Vontobel Holding Ltd. | 8,613 | $943.2K | 0.00% | +260+3.1% | Added |
| Hanseatic Management Services Inc | 8,672 | $949.7K | 0.91% | +8,672 | New |
| Tokio Marine Asset Management Co Ltd | 8,737 | $956.8K | 0.03% | +303+3.6% | Added |
| Quadrant Capital Group LLC | 8,747 | $957.9K | 0.03% | +56+0.6% | Added |
| New Mexico Educational Retirement Board | 8,763 | $960.0K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 8,800 | $963.7K | 0.02% | +6,681+315.3% | Added |
| Kentucky Retirement Systems | 17,181 | $969.0K | 0.07% | +4,806+38.8% | Added |
| Allspring Global Investments Holdings, LLC | 9,024 | $980.9K | 0.00% | +278+3.2% | Added |
| Agp Franklin, LLC | 8,961 | $981.3K | 0.49% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 8,974 | $982.7K | 0.01% | +694+8.4% | Added |
| Banque Cantonale Vaudoise | 9,107 | $997.0K | 0.04% | −5,467−37.5% | Reduced |
| GAMMA Investing LLC | 9,124 | $999.2K | 0.05% | +207+2.3% | Added |