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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
Resources Investment Advisors, LLC.3,433$375.9K0.00%−1,258−26.8%Reduced
RHS Financial, LLC3,400$372.3K0.18%+456+15.5%Added
Valeo Financial Advisors, LLC3,357$367.6K0.01%−35−1.0%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,354$367.3K0.01%+1,513+82.2%Added
Lombard Odier Asset Management (Switzerland) SA3,294$360.7K0.01%+3,294New
Ellevest, Inc.3,292$360.5K0.05%−117−3.4%Reduced
LVW Advisors, LLC3,278$359.0K0.04%+3,278New
Exit Wealth Advisors, LLC.3,266$357.7K0.18%+3,266New
Fieldview Capital Management, LLC3,207$351.2K0.10%+3,207New
Evergreen Capital Management LLC3,203$350.8K0.01%+364+12.8%Added
Atlantic Trust, LLC3,149$344.8K0.06%00.0%Unchanged
Evoke Wealth, LLC3,132$343.0K0.01%+4+0.1%Added
V-Square Quantitative Management LLC3,130$342.8K0.04%−243−7.2%Reduced
Atomi Financial Group, Inc.3,117$341.3K0.01%+86+2.8%Added
MML Investors Services, LLC3,042$333.1K0.00%−649−17.6%Reduced
Parallax Volatility Advisers, L.P.3,200$332.3K0.01%+3,200New
Catalyst Funds Management Pty Ltd3,023$331.0K0.06%−277−8.4%Reduced
Tobam3,026$331.0K0.09%−18,721−86.1%Reduced
Equitable Holdings, Inc.2,738$330.1K0.00%+2,738New
Guggenheim Capital LLC2,989$327.3K0.00%−763−20.3%Reduced
Camden Capital, LLC2,962$324.4K0.02%+2,962New
Jacobs Equity LLC2,950$323.1K0.29%−500−14.5%Reduced
Lansforsakringar Fondforvaltning AB (publ)2,912$318.9K0.00%+2,912New
Avenir Corp2,860$313.2K0.04%00.0%Unchanged
Equity Investment Corp2,854$312.5K0.01%−5,645−66.4%Reduced
Sivia Capital Partners, LLC2,830$309.9K0.06%+2,830New
Cidel Asset Management Inc2,829$309.8K0.02%+73+2.6%Added
Centiva Capital, LP2,825$309.4K0.01%+2,825New
Optas, LLC2,803$307.0K0.05%+2,803New
Arrow Financial Corp2,790$305.5K0.03%00.0%Unchanged
Essential Partners LLC2,782$304.7K0.10%+42+1.5%Added
Cambria Investment Management, L.P.2,781$304.5K0.02%+2,781New
Topsail Wealth Management, LLC2,768$303.1K0.04%00.0%Unchanged
J. Team Financial, Inc.2,754$301.6K0.34%−410−13.0%Reduced
Whittier Trust Co of Nevada Inc2,692$299.1K0.01%+1,690+168.7%Added
Callan Family Office, LLC2,729$298.9K0.01%−102−3.6%Reduced
Dana Investment Advisors, Inc.2,728$298.7K0.01%00.0%Unchanged
Prelude Capital Management, LLC2,727$298.6K0.02%+2,727New
Siemens Fonds Invest GmbH2,720$297.9K0.02%−47−1.7%Reduced
Claro Advisors LLC2,716$297.4K0.04%+2,716New
We Are One Seven, LLC2,709$296.7K0.01%−185−6.4%Reduced
Plato Investment Management Ltd2,673$292.9K0.02%00.0%Unchanged
CX Institutional2,617$287.0K0.01%−139−5.0%Reduced
Alpha Family Trust2,620$286.9K0.14%00.0%Unchanged
Gateway Investment Advisers LLC2,604$285.2K0.00%+2,604New
Profund Advisors LLC2,546$278.8K0.01%+144+6.0%Added
Cornerstone Investment Partners, LLC2,544$278.6K0.01%+113+4.6%Added
Counterpoint Mutual Funds LLC2,538$277.9K0.04%−24,866−90.7%Reduced
Blair William & Co2,524$276.4K0.00%−4,121−62.0%Reduced
Mediolanum International Funds Ltd2,604$275.3K0.00%−45,942−94.6%Reduced
Financiere des Professionnels - Fonds d,investissement inc.2,482$271.8K0.02%+2,482New
Waddell & Associates, LLC2,463$269.7K0.02%+2,463New
Estate Planners Group, LLC2,444$267.6K0.13%+2,444New
RSM US Wealth Management LLC2,438$267.0K0.00%+47+2.0%Added
TCG Advisory Services, LLC2,417$264.7K0.01%+2,417New
Crestwood Advisors Group LLC2,414$264.4K0.00%+2,414New
Wealthspire Advisors, LLC2,409$263.8K0.00%−1,639−40.5%Reduced
GTS Securities LLC2,394$262.2K0.01%+2,394New
Belfer Management LLC2,374$259.9K4.35%+83+3.6%Added
Umb Bank N A2,370$259.5K0.00%+148+6.7%Added
Cary Street Partners Financial LLC2,369$259.4K0.01%−111−4.5%Reduced
Apollon Wealth Management, LLC2,342$256.5K0.00%+2,342New
Fiduciary Trust Co2,333$255.5K0.00%+16+0.7%Added
PEAK6 LLC2,299$251.8K0.01%+2,299New
Bridgewater Advisors Inc.3,641$249.9K0.01%+213+6.2%Added
1st Source Bank2,280$249.7K0.01%+8+0.4%Added
Capital Investment Advisory Services, LLC2,269$248.5K0.02%−1,042−31.5%Reduced
Platform Technology Partners2,249$246.3K0.05%+2,249New
Allworth Financial LP2,229$244.0K0.00%+1,244+126.3%Added
Xxi Wealth, LLC2,227$243.9K0.14%+2,227New
Kestra Private Wealth Services, LLC2,211$242.1K0.00%−20−0.9%Reduced
WSFS Capital Management, LLC2,206$241.6K0.01%−1,087−33.0%Reduced
Pitcairn Wealth Advisors LLC1,960$241.1K0.02%+96+5.2%Added
Parallel Advisors, LLC2,193$240.2K0.00%+346+18.7%Added
Stance Capital LLC2,190$239.8K0.12%+2,190New
Fifth Third Wealth Advisors LLC2,187$239.5K0.01%+27+1.3%Added
Optiver Holding B.V.2,160$236.5K0.01%+694+47.3%Added
Odyssean, LLC2,158$236.3K0.09%+2,158New
Exchange Traded Concepts, LLC2,145$234.9K0.00%+485+29.2%Added
Panagora Asset Management Inc2,124$232.6K0.00%+79+3.9%Added
Tiaa-Cref Individual & Institutional Services, LLC2,041$223.5K0.00%+2,041New
Citizens Financial Group Inc2,032$222.5K0.00%+168+9.0%Added
Tema ETFs LLC2,031$222.4K0.01%+7+0.3%Added
Sagespring Wealth Partners, LLC2,030$222.3K0.00%+2,030New
Franklin Street Advisors Inc2,003$219.3K0.01%00.0%Unchanged
Wealth Management Associates, Inc.2,000$219.0K0.08%00.0%Unchanged
South State Corp.1,982$217.0K0.01%−28−1.4%Reduced
Greenleaf Trust1,979$216.7K0.00%−15−0.8%Reduced
Employees Retirement System of Texas1,976$216.0K0.00%00.0%Unchanged
BCS Private Wealth Management, Inc.1,950$213.5K0.06%00.0%Unchanged
Scientech Research LLC1,932$211.6K0.18%+1,932New
Three Seasons Wealth, LLC1,930$211.4K0.08%+1,930New
Astoria Portfolio Advisors LLC.2,145$210.2K0.04%+333+18.4%Added
Blueshift Asset Management, LLC1,914$209.6K0.06%−450−19.0%Reduced
EverSource Wealth Advisors, LLC1,902$208.3K0.01%+351+22.6%Added
BSW Wealth Partners1,899$208.0K0.03%+103+5.7%Added
Bragg Financial Advisors, Inc1,885$206.4K0.01%+10+0.5%Added
Cigna Investments Inc1,862$204.0K0.03%00.0%Unchanged
Parsons Capital Management Inc1,838$201.3K0.01%00.0%Unchanged
Tull Financial Group, Inc.1,831$200.5K0.09%00.0%Unchanged