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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 1,828 | $200.2K | 0.02% | −3−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,828 | $200.2K | 0.00% | +8+0.4% | Added |
| Anchor Investment Management, LLC | 1,800 | $197.1K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,749 | $191.5K | 0.07% | +541+44.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,741 | $190.0K | 0.00% | +1,741 | New |
| Ameritas Investment Partners, Inc. | 1,698 | $185.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,693 | $185.4K | 0.00% | −53−3.0% | Reduced |
| Hantz Financial Services, Inc. | 1,570 | $172.0K | 0.00% | +166+11.8% | Added |
| CrossGen Wealth, LLC | 1,561 | $170.9K | 0.15% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,488 | $163.0K | 0.00% | +1,176+376.9% | Added |
| Private Trust Co NA | 1,464 | $160.3K | 0.01% | +12+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,433 | $156.9K | 0.00% | +739+106.5% | Added |
| Provenance Wealth Advisors, LLC | 1,424 | $155.9K | 0.02% | +1,424 | New |
| Harbour Investments, Inc. | 1,409 | $154.3K | 0.00% | +1,112+374.4% | Added |
| Geneos Wealth Management Inc. | 1,352 | $148.1K | 0.00% | −225−14.3% | Reduced |
| Massmutual Trust Co FSB | 1,324 | $145.0K | 0.00% | −118−8.2% | Reduced |
| LRI Investments, LLC | 1,280 | $140.2K | 0.01% | −47−3.5% | Reduced |
| Oslo Pensjonsforsikring AS | 1,247 | $136.6K | 0.02% | +1,247 | New |
| Evermay Wealth Management LLC | 1,105 | $121.0K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,071 | $117.3K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,037 | $113.6K | 0.01% | +933+897.1% | Added |
| Clear Street Markets LLC | 1,031 | $112.9K | 0.05% | −252−19.6% | Reduced |
| Root Financial Partners, LLC | 989 | $108.3K | 0.01% | +596+151.7% | Added |
| Assetmark, Inc | 987 | $108.0K | 0.00% | +1+0.1% | Added |
| S.A. Mason LLC | 959 | $105.0K | 0.04% | +6+0.6% | Added |
| Battery Global Advisors, LLC | 957 | $104.8K | 0.06% | +938+4,936.8% | Added |
| Cary Street Partner Investment Advisory LLC | 930 | $101.8K | 0.03% | +348+59.8% | Added |
| Smithfield Trust Co | 847 | $93.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 768 | $84.1K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 725 | $79.4K | 0.04% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 700 | $76.7K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 699 | $76.5K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 677 | $74.1K | 0.00% | +677 | New |
| CoreCap Advisors, LLC | 647 | $70.9K | 0.00% | −949−59.5% | Reduced |
| Quarry LP | 642 | $70.3K | 0.01% | +411+177.9% | Added |
| Parkside Financial Bank & Trust | 618 | $67.7K | 0.01% | −45−6.8% | Reduced |
| Johnson Financial Group, Inc. | 617 | $67.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 589 | $64.5K | 0.00% | −621−51.3% | Reduced |
| MCF Advisors LLC | 584 | $64.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 574 | $62.8K | 0.01% | −41−6.7% | Reduced |
| Larson Financial Group LLC | 572 | $62.6K | 0.00% | +397+226.9% | Added |
| Murphy & Mullick Capital Management Corp | 571 | $62.5K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 550 | $60.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 540 | $59.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 540 | $59.1K | 0.00% | +235+77.0% | Added |
| HHM Wealth Advisors, LLC | 532 | $58.3K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 521 | $56.6K | 0.04% | −76−12.7% | Reduced |
| Financial Consulate, Inc | 516 | $56.5K | 0.01% | +12+2.4% | Added |
| Rosenberg Matthew Hamilton | 516 | $56.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 506 | $55.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 508 | $53.7K | 0.00% | +61+13.6% | Added |
| 1248 Management, LLC | 449 | $49.2K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 440 | $48.2K | 0.03% | 00.0% | Unchanged |
| Sankala Group LLC | 444 | $47.6K | 0.04% | −66−12.9% | Reduced |
| MTM Investment Management, LLC | 421 | $46.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 413 | $45.2K | 0.00% | +182+78.8% | Added |
| Bayban | 400 | $43.8K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 401 | $43.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 384 | $42.1K | 0.01% | +93+32.0% | Added |
| Zions Bancorporation, National Association | 366 | $40.1K | 0.00% | −1,146−75.8% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 365 | $40.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $39.4K | 0.02% | −13−3.5% | Reduced |
| True Wealth Design, LLC | 359 | $39.3K | 0.01% | +34+10.5% | Added |
| Manchester Capital Management LLC | 349 | $38.2K | 0.01% | +253+263.5% | Added |
| Ancora Advisors, LLC | 346 | $37.9K | 0.00% | +177+104.7% | Added |
| Asset Dedication, LLC | 342 | $37.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 330 | $36.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 320 | $35.1K | 0.00% | +9+2.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 315 | $34.5K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 350 | $34.4K | 0.04% | −30−7.9% | Reduced |
| Clean Yield Group | 300 | $32.9K | 0.01% | −100−25.0% | Reduced |
| Creative Financial Designs Inc | 300 | $32.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $32.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 290 | $31.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 281 | $31.0K | 0.00% | −3−1.1% | Reduced |
| Wilkerson Advisory Group LLC | 263 | $28.8K | 0.01% | +117+80.1% | Added |
| Owl Creek Wealth Partners LLC | 260 | $28.5K | 0.01% | +260 | New |
| Basecamp Wealth Advisors LLC | 259 | $28.4K | 0.01% | +97+59.9% | Added |
| Crews Bank & Trust | 250 | $27.4K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 250 | $27.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 229 | $25.1K | 0.00% | −41−15.2% | Reduced |
| Missouri Trust & Investment Co | 222 | $24.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $24.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 214 | $23.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $23.0K | 0.01% | −120−36.4% | Reduced |
| Private Wealth Management Group, LLC | 207 | $22.7K | 0.01% | −1−0.5% | Reduced |
| Quent Capital, LLC | 204 | $22.3K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 203 | $22.2K | 0.01% | +203 | New |
| Intentional Wealth Strategies, LLC | 201 | $22.0K | 0.02% | +201 | New |
| Atlantic Union Bankshares Corp | 200 | $21.9K | 0.00% | −231−53.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $21.9K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 200 | $21.9K | 0.01% | +200 | New |
| SBI Securities Co., Ltd. | 199 | $21.8K | 0.00% | −5−2.5% | Reduced |
| SHP Wealth Management | 188 | $20.6K | 0.00% | +3+1.6% | Added |
| Innovative Asset Advisors Group, LLC | 183 | $20.0K | 0.01% | +183 | New |
| Fortitude Family Office, LLC | 176 | $19.3K | 0.00% | +31+21.4% | Added |
| Whittier Trust Co | 162 | $18.0K | 0.00% | 00.0% | Unchanged |
| Havemeyer Place LP | 162 | $17.7K | 0.00% | −2,509−93.9% | Reduced |
| First Horizon Corp | 151 | $16.5K | 0.00% | −2−1.3% | Reduced |
| Heritage Wealth Advisors | 150 | $16.4K | 0.00% | 00.0% | Unchanged |