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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
TIAA Wealth Investment Management LLC150$16.4K0.00%+150New
Medallion Wealth Advisors, LLC149$16.3K0.01%00.0%Unchanged
Keating Financial Advisory Services, Inc.137$15.0K0.00%+7+5.4%Added
Meeder Asset Management Inc137$15.0K0.00%+106+341.9%Added
Indiana Trust & Investment Management CO135$14.8K0.00%00.0%Unchanged
Spire Wealth Management134$14.7K0.00%+15+12.6%Added
Farmers & Merchants Investments Inc132$14.5K0.00%−12−8.3%Reduced
EFG International AG132$14.5K0.00%+132New
Abound Wealth Management130$14.2K0.00%−1−0.8%Reduced
Vision Retirement, LLC129$14.1K0.00%00.0%Unchanged
Generali Asset Management SPA SGR123$13.5K0.00%−2−1.6%Reduced
JFS Wealth Advisors, LLC123$13.5K0.00%+11+9.8%Added
Eastern Bank122$13.4K0.00%−123−50.2%Reduced
Hazlett, Burt & Watson, Inc.120$13.0K0.00%00.0%Unchanged
Westfuller Advisors, LLC116$12.7K0.01%−2−1.7%Reduced
Brown, Lisle/Cummings, Inc.114$12.5K0.00%+10+9.6%Added
Bruce G. Allen Investments, LLC111$12.2K0.01%00.0%Unchanged
Golden State Wealth Management, LLC110$12.0K0.00%+54+96.4%Added
Caitong International Asset Management Co., Ltd109$11.9K0.00%+109New
Prestige Wealth Management Group LLC108$11.8K0.00%00.0%Unchanged
Trust Co of Toledo NA105$11.5K0.00%+5+5.0%Added
Sachetta, LLC104$11.4K0.01%+21+25.3%Added
Bank of Jackson Hole Trust104$11.4K0.01%+104New
Transamerica Financial Advisors, Inc.103$11.3K0.00%+45+77.6%Added
RWM Asset Management, LLC102$11.2K0.00%+102New
Front Row Advisors LLC100$11.0K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$11.0K0.00%00.0%Unchanged
City State Bank100$11.0K0.00%00.0%Unchanged
North Star Investment Management Corp.100$11.0K0.00%+68+212.5%Added
Crewe Advisors LLC99$10.8K0.00%00.0%Unchanged
Bogart Wealth, LLC97$10.6K0.00%−6−5.8%Reduced
Grove Bank & Trust91$9.96K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC78$8.54K0.00%+24+44.4%Added
Twin Peaks Wealth Advisors, LLC77$8.43K0.00%+77New
Thompson Investment Management, Inc.74$8.10K0.00%−40−35.1%Reduced
Kemnay Advisory Services Inc.74$8.10K0.00%−27−26.7%Reduced
LFA - Lugano Financial Advisors SA74$8.10K0.00%00.0%Unchanged
Signature Equity Partners, LLC74$8.10K0.00%+28+60.9%Added
Covestor Ltd75$8.00K0.01%−147−66.2%Reduced
Timothy G. Youngquist 2020 Irrevocable Trust67$7.34K0.00%+67New
Financial Network Wealth Advisors LLC66$7.23K0.01%−13−16.5%Reduced
Kilter Group LLC64$7.01K0.00%+1+1.6%Added
Valley National Advisers Inc71$7.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.62$6.79K0.00%+2+3.3%Added
1620 Investment Advisors, Inc.61$6.68K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC70$6.58K0.00%+3+4.5%Added
Raffa Wealth Management, LLC58$6.35K0.00%+3+5.5%Added
Hamrick Investment Counsel, llc58$6.35K0.00%+33+132.0%Added
Alerus Financial NA57$6.24K0.00%00.0%Unchanged
Vanguard National Trust Co56$6.13K0.00%+56New
Richardson Capital Management LLC55$6.02K0.00%+46+511.1%Added
Roble, Belko & Company, Inc57$6.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC54$5.91K0.00%+54New
E Fund Management (Hong Kong) Co., Ltd.52$5.70K0.00%+46+766.7%Added
Three Bearings Fiduciary Advisors, Inc.50$5.48K0.01%00.0%Unchanged
SJS Investment Consulting Inc.50$5.48K0.00%+18+56.3%Added
West Branch Capital LLC46$5.04K0.00%00.0%Unchanged
Avion Wealth46$5.00K0.00%00.0%Unchanged
Truvestments Capital LLC45$4.93K0.00%00.0%Unchanged
Synergy Investment Management, LLC44$4.82K0.00%+44New
Adkins Seale Capital Management LLC44$4.82K0.00%00.0%Unchanged
Golden State Equity Partners44$4.82K0.00%+44New
Addison Advisors LLC43$4.71K0.00%00.0%Unchanged
Arlington Trust Co LLC42$4.60K0.00%+42New
Cornerstone Planning Group LLC48$4.50K0.00%+4+9.1%Added
Princeton Global Asset Management LLC41$4.49K0.00%00.0%Unchanged
J.Safra Asset Management Corp40$4.38K0.00%00.0%Unchanged
Gleason Group, Inc.40$4.38K0.00%00.0%Unchanged
Cornerstone Financial Management LLC40$4.38K0.00%+5+14.3%Added
Ares Financial Consulting, LLC40$4.35K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC39$4.27K0.00%−1−2.5%Reduced
Bell Investment Advisors, Inc39$4.27K0.00%+4+11.4%Added
High Note Wealth, LLC38$4.16K0.00%00.0%Unchanged
Sunrise Financial Services, LLC37$4.05K0.00%00.0%Unchanged
Winthrop Capital Management, LLC35$4.00K0.00%00.0%Unchanged
Napier Financial, LLC33$3.61K0.00%+33New
Rossby Financial, LCC33$3.59K0.00%+16+94.1%Added
Sound Income Strategies, LLC33$3.55K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.32$3.50K0.00%+3+10.3%Added
North Ridge Wealth Advisors, Inc.30$3.29K0.00%00.0%Unchanged
Archer Investment Corp30$3.29K0.00%00.0%Unchanged
Triumph Capital Management30$3.29K0.00%+16+114.3%Added
Bare Financial Services, Inc29$3.18K0.00%−22−43.1%Reduced
Financial Management Professionals, Inc.29$3.18K0.00%00.0%Unchanged
Boreal Capital Management LLC29$3.18K0.00%00.0%Unchanged
United Financial Planning Group LLC29$3.18K0.00%+29New
Bay Harbor Wealth Management, LLC29$3.17K0.00%+5+20.8%Added
Hoey Investments, Inc28$3.07K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.28$3.07K0.00%−12−30.0%Reduced
Ogorek Anthony Joseph30$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC26$3.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.26$2.84K0.00%−151−85.3%Reduced
MPWM Advisory Solutions, LLC25$2.74K0.00%00.0%Unchanged
PlanVest Financial, Inc25$2.74K0.00%+25New
St Germain D J Co Inc24$2.63K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.22$2.41K0.00%00.0%Unchanged
Marquette Asset Management, LLC20$2.19K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$2.19K0.00%00.0%Unchanged
Rialto Wealth Management, LLC19$2.08K0.00%+1+5.6%Added
ZRC Wealth Management, LLC19$2.08K0.00%+19New