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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 6,819 | $746.8K | 0.10% | −1,039−13.2% | Reduced |
| Blackstone Group Inc. | 6,769 | $741.3K | 0.00% | +6,769 | New |
| AIMZ Investment Advisors, LLC | 6,720 | $735.9K | 0.23% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 6,678 | $731.3K | 0.01% | −3,012−31.1% | Reduced |
| Principal Securities, Inc. | 6,535 | $715.7K | 0.01% | −599−8.4% | Reduced |
| Raiffeisen Bank International AG | 6,726 | $711.2K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 6,430 | $704.1K | 0.28% | +6,430 | New |
| Eads & Heald Wealth Management | 6,406 | $701.5K | 0.35% | +306+5.0% | Added |
| Kathmere Capital Management, LLC | 6,374 | $698.0K | 0.04% | +3,276+105.7% | Added |
| Callahan Advisors, LLC | 6,365 | $697.0K | 0.06% | +400+6.7% | Added |
| Chemistry Wealth Management LLC | 6,302 | $690.1K | 0.12% | −4,308−40.6% | Reduced |
| 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 |
| Stoneridge Investment Partners LLC | 6,161 | $675.0K | 0.49% | +6,161 | New |
| Inceptionr LLC | 6,113 | $669.4K | 0.16% | +6,113 | New |
| Merit Financial Group, LLC | 5,954 | $652.0K | 0.00% | +600+11.2% | Added |
| City National Bank of Florida | 5,950 | $651.6K | 0.39% | +3,595+152.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,918 | $648.1K | 0.01% | −143−2.4% | Reduced |
| Prospera Financial Services Inc | 5,910 | $647.3K | 0.01% | −1,584−21.1% | Reduced |
| South Dakota Investment Council | 5,882 | $644.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,737 | $628.2K | 0.00% | +1,293+29.1% | Added |
| United Capital Financial Advisers, LLC | 5,669 | $620.8K | 0.00% | −397−6.5% | Reduced |
| Gerald Baker Financial Group LLC | 5,637 | $617.3K | 0.20% | +5,637 | New |
| Chicago Partners Investment Group LLC | 6,053 | $617.2K | 0.01% | +3,957+188.8% | Added |
| Atom Investors LP | 5,624 | $615.9K | 0.04% | +5,624 | New |
| Fox Run Management, L.L.C. | 5,819 | $615.3K | 0.11% | +2,856+96.4% | Added |
| Mount Yale Investment Advisors, LLC | 5,616 | $615.0K | 0.01% | +5,616 | New |
| Skopos Labs, Inc. | 5,544 | $607.1K | 0.02% | +1,183+27.1% | Added |
| Bramshill Investments, LLC | 5,500 | $602.3K | 0.05% | +5,500 | New |
| Teacher Retirement System of Texas | 5,479 | $600.0K | 0.00% | −962−14.9% | Reduced |
| Strategy Asset Managers LLC | 5,450 | $596.8K | 0.10% | +5,450 | New |
| Truist Financial Corp | 5,438 | $595.5K | 0.00% | −232−4.1% | Reduced |
| Lido Advisors, LLC | 5,386 | $589.9K | 0.00% | −705−11.6% | Reduced |
| CWA Asset Management Group, LLC | 5,376 | $588.7K | 0.02% | +148+2.8% | Added |
| Bridgefront Capital, LLC | 5,329 | $583.6K | 0.15% | +5,329 | New |
| Contravisory Investment Management, Inc. | 5,311 | $581.6K | 0.12% | −68−1.3% | Reduced |
| Park Avenue Securities LLC | 5,203 | $570.0K | 0.00% | +2,182+72.2% | Added |
| Rothschild Investment LLC | 5,190 | $568.4K | 0.03% | +636+14.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,187 | $568.0K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,131 | $561.9K | 0.00% | −219−4.1% | Reduced |
| Stonebridge Financial Group, LLC | 5,119 | $560.6K | 0.05% | +1,514+42.0% | Added |
| MUFG Securities Americas Inc. | 5,117 | $560.4K | 0.04% | +7+0.1% | Added |
| Intact Investment Management Inc. | 5,100 | $558.5K | 0.02% | +5,100 | New |
| Tower Research Capital LLC (TRC) | 5,083 | $556.6K | 0.01% | +2,373+87.6% | Added |
| Sanctuary Advisors, LLC | 5,059 | $554.1K | 0.00% | −301−5.6% | Reduced |
| Huntington National Bank | 5,019 | $549.6K | 0.00% | +2,048+68.9% | Added |
| Erste Asset Management GmbH | 5,196 | $549.4K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,016 | $549.3K | 0.02% | −142−2.8% | Reduced |
| Agf Management Ltd | 5,000 | $547.5K | 0.00% | +5,000 | New |
| Squarepoint Ops LLC | 4,916 | $538.4K | 0.00% | −139−2.7% | Reduced |
| Kera Capital Partners, Inc. | 4,869 | $533.2K | 0.07% | +1,520+45.4% | Added |
| Ascent Group, LLC | 4,840 | $530.0K | 0.02% | +2,197+83.1% | Added |
| Wahed Invest LLC | 4,826 | $528.5K | 0.07% | −245−4.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,808 | $526.5K | 0.01% | −685−12.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,796 | $525.2K | 0.00% | −224−4.5% | Reduced |
| Numerai GP LLC | 4,675 | $512.0K | 0.05% | +2,054+78.4% | Added |
| Snowden Capital Advisors LLC | 4,664 | $510.8K | 0.01% | +99+2.2% | Added |
| GWM Advisors LLC | 4,660 | $510.3K | 0.00% | +2,336+100.5% | Added |
| Pallas Capital Advisors LLC | 4,528 | $495.9K | 0.02% | −493−9.8% | Reduced |
| STRS Ohio | 4,492 | $491.9K | 0.00% | −122−2.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,483 | $486.1K | 0.02% | −1,465−24.6% | Reduced |
| 1832 Asset Management L.P. | 4,421 | $484.1K | 0.00% | −18,207−80.5% | Reduced |
| Limestone Investment Advisors LP | 4,370 | $478.6K | 0.24% | +4,370 | New |
| Everence Capital Management Inc | 4,360 | $477.0K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,509 | $476.2K | 0.02% | +1,393+44.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,344 | $475.7K | 0.01% | −12,000−73.4% | Reduced |
| Cresset Asset Management, LLC | 4,337 | $474.9K | 0.00% | +919+26.9% | Added |
| Dark Forest Capital Management LP | 4,291 | $469.9K | 0.04% | −12,187−74.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,251 | $465.5K | 0.00% | −2,467−36.7% | Reduced |
| MAI Capital Management | 4,236 | $463.9K | 0.00% | +1,495+54.5% | Added |
| Steel Peak Wealth Management LLC | 4,229 | $463.1K | 0.01% | +4,229 | New |
| Arkadios Wealth Advisors | 4,224 | $462.6K | 0.01% | +4,224 | New |
| First National Bank Sioux Falls | 4,618 | $461.5K | 0.13% | −78−1.7% | Reduced |
| Montag A & Associates Inc | 4,176 | $457.3K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,098 | $448.8K | 0.00% | +761+22.8% | Added |
| Coldstream Capital Management Inc | 4,081 | $446.9K | 0.01% | −143−3.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,000 | $438.0K | 0.02% | −10.0% | Reduced |
| Ballentine Partners, LLC | 3,996 | $437.6K | 0.01% | −59−1.5% | Reduced |
| Signaturefd, LLC | 3,970 | $434.7K | 0.01% | +22+0.6% | Added |
| Versant Capital Management, Inc | 3,966 | $434.3K | 0.04% | +1,087+37.8% | Added |
| Johnson Investment Counsel Inc | 3,941 | $431.6K | 0.00% | +270+7.4% | Added |
| Brown Brothers Harriman & Co | 3,926 | $429.9K | 0.00% | +2,233+131.9% | Added |
| Buckingham Strategic Partners | 3,911 | $428.2K | 0.00% | −3,063−43.9% | Reduced |
| Private Advisor Group, LLC | 3,877 | $424.6K | 0.00% | +74+1.9% | Added |
| Unified Investment Management | 3,823 | $418.7K | 0.43% | −95−2.4% | Reduced |
| Riverwater Partners LLC | 3,731 | $408.6K | 0.14% | +10.0% | Added |
| Farther Finance Advisors, LLC | 3,742 | $406.8K | 0.00% | +650+21.0% | Added |
| Independent Advisor Alliance | 3,683 | $403.3K | 0.00% | −184−4.8% | Reduced |
| Vise Technologies, Inc. | 3,276 | $402.9K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,658 | $400.6K | 0.05% | +3,658 | New |
| Baker Avenue Asset Management, LP | 3,642 | $398.9K | 0.01% | +3,642 | New |
| Davenport & Co LLC | 3,626 | $397.0K | 0.00% | +133+3.8% | Added |
| Gsa Capital Partners LLP | 3,593 | $393.0K | 0.02% | −2,898−44.6% | Reduced |
| Stevens Capital Management LP | 3,552 | $389.0K | 0.06% | +1,068+43.0% | Added |
| Miller Global Investments, LLC | 3,535 | $387.1K | 0.35% | −111−3.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,492 | $382.4K | 0.00% | +998+40.0% | Added |
| Brighton Jones LLC | 3,491 | $382.3K | 0.01% | +3,491 | New |
| Algert Global LLC | 3,449 | $377.7K | 0.01% | +3,449 | New |
| Warren Averett Asset Management, LLC | 3,448 | $377.6K | 0.00% | +183+5.6% | Added |
| Checchi Capital Advisers, LLC | 3,447 | $377.5K | 0.03% | +496+16.8% | Added |