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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
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC18$1.97K0.00%00.0%Unchanged
Main Street Group, LTD18$1.97K0.00%+18New
First Command Advisory Services, Inc.17$1.86K0.00%+17New
Ankerstar Wealth, LLC16$1.75K0.00%00.0%Unchanged
JPL Wealth Management, LLC15$1.64K0.00%+15New
Proathlete Wealth Management LLC15$1.64K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC14$1.53K0.00%00.0%Unchanged
Burk Holdings LLC14$1.53K0.00%+14New
Principia Wealth Advisory, LLC13$1.42K0.00%00.0%Unchanged
Clayton Financial Group LLC12$1.31K0.00%00.0%Unchanged
Fortis Group Advisors, LLC12$1.31K0.00%00.0%Unchanged
Dogwood Wealth Management LLC12$1.31K0.00%+9+300.0%Added
Strengthening Families & Communities, LLC12$1.31K0.00%+12New
IMG Wealth Management, Inc.11$1.21K0.00%+1+10.0%Added
Vermillion Wealth Management, Inc.11$1.21K0.00%+11New
Wolff Wiese Magana LLC10$1.10K0.00%00.0%Unchanged
Clark Wealth Partners10$1.10K0.00%00.0%Unchanged
HFM Investment Advisors, LLC10$1.09K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$1.09K0.00%00.0%Unchanged
1015 Capital Partners, LLC10$1.09K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$1.09K0.00%+7+233.3%Added
Delta Asset Management LLC10$1.09K0.00%+10New
Penserra Capital Management LLC18$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC9$9860.00%00.0%Unchanged
NBT Bank N A9$9860.00%+9New
RMG Wealth Management LLC10$9000.00%00.0%Unchanged
PayPay Securities Corp9$8990.03%00.0%Unchanged
Quaker Wealth Management, LLC8$8770.00%00.0%Unchanged
TFC Financial Management7$7670.00%00.0%Unchanged
Nemes Rush Group LLC7$7670.00%00.0%Unchanged
McGuire Capital Advisors Inc7$7670.00%00.0%Unchanged
American National Bank7$7660.00%−7−50.0%Reduced
DHJJ Financial Advisors, Ltd.6$6580.00%00.0%Unchanged
Retirement Wealth Solutions LLC6$6580.00%+1+20.0%Added
GHP Investment Advisors, Inc.6$6580.00%+6New
Cassaday & Co Wealth Management LLC6$6580.00%+6New
Torren Management, LLC6$6570.00%−63−91.3%Reduced
Wall Street Financial Group, Inc.6$6570.00%+6New
American Capital Advisory, LLC5$5480.00%00.0%Unchanged
WPG Advisers, LLC5$5480.00%00.0%Unchanged
Aspect Partners, LLC5$5480.00%+2+66.7%Added
Portus Wealth Advisors, LLC5$5480.00%+5New
Dunhill Financial, LLC4$5290.00%−4−50.0%Reduced
Central Trust Co4$4390.00%−1−20.0%Reduced
Seneschal Advisors, LLC4$4390.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.4$4390.00%+4New
Trust Co4$4380.00%00.0%Unchanged
Decker Retirement Planning Inc.4$4380.00%00.0%Unchanged
Davis Capital Management3$3290.00%00.0%Unchanged
Hughes Financial Services, LLC3$3290.00%+3New
MidFirst Bank3$3290.00%+3New
3 Factor Indexing, LLC2$2200.00%+2New
Rakuten Securities, Inc.2$2190.00%−15−88.2%Reduced
Prosperity Bancshares Inc2$2190.00%+2New
ROSS\JOHNSON & Associates LLC1$1100.00%00.0%Unchanged
IMA Wealth, Inc.1$1090.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.1$930.00%00.0%Unchanged
Zurich Insurance Group Ltd0$00.00%−617,515−100.0%Sold out
Kensico Capital Management Corp0$00.00%−302,800−100.0%Sold out
Palestra Capital Management LLC0$00.00%−223,700−100.0%Sold out
Interval Partners, LP0$00.00%−110,950−100.0%Sold out
Capula Management Ltd0$00.00%−110,099−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−97,382−100.0%Sold out
Natixis0$00.00%−83,525−100.0%Sold out
Leeward Investments, LLC - MA0$00.00%−60,710−100.0%Sold out
Harber Asset Management LLC0$00.00%−59,129−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−54,676−100.0%Sold out
AIA Group Ltd0$00.00%−52,300−100.0%Sold out
Mirae Asset Securities (USA) Inc.0$00.00%−50,116−100.0%Sold out
VMS Asset Management Limited0$00.00%−46,520−100.0%Sold out
Union Bancaire Privee, UBP SA0$00.00%−46,520−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−24,042−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−23,200−100.0%Sold out
Sona Asset Management (US) LLC0$00.00%−20,000−100.0%Sold out
LMR Partners LLP0$00.00%−19,902−100.0%Sold out
Quantbot Technologies LP0$00.00%−16,402−100.0%Sold out
Lotus Technology Management, LP0$00.00%−13,501−100.0%Sold out
Hershey Financial Advisers, LLC0$00.00%−13,380−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−11,218−100.0%Sold out
Harbour Capital Advisors, LLC0$00.00%−10,605−100.0%Sold out
Okabena Investment Services Inc0$00.00%−9,223−100.0%Sold out
Sig Brokerage, LP0$00.00%−8,923−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−8,749−100.0%Sold out
Sigma Planning Corp0$00.00%−8,293−100.0%Sold out
Capstone Capital Management Ltd0$00.00%−8,093−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−6,997−100.0%Sold out
Capital International Sarl0$00.00%−6,963−100.0%Sold out
Supplemental Annuity Collective Trust of NJ0$00.00%−6,700−100.0%Sold out
Pinpoint Asset Management (Singapore) Pte. Ltd.0$00.00%−6,259−100.0%Sold out
Optimize Financial Inc0$00.00%−6,000−100.0%Sold out
Foundations Investment Advisors, LLC0$00.00%−5,317−100.0%Sold out
Forum Financial Management, LP0$00.00%−5,022−100.0%Sold out
Veracity Capital LLC0$00.00%−4,366−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−4,324−100.0%Sold out
DRW Securities, LLC0$00.00%−4,144−100.0%Sold out
LVM Capital Management Ltd0$00.00%−3,937−100.0%Sold out
Expressive Wealth LLC0$00.00%−3,837−100.0%Sold out
Range Financial Group LLC0$00.00%−3,803−100.0%Sold out
Sciencast Management LP0$00.00%−3,412−100.0%Sold out