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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, Q2 2026

Institutional positions in Dollar Tree, Inc. as of Jun 30, 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
867
+15 vs. Q1 2026
Shares held
195.3M
−10.2M (−4.9%) vs. Q1 2026
Total value
$23.6B
+$1.07B (+4.8%) vs. Q1 2026
New holders
118
292 more added
Sold out
103
325 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 867 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 heldQ2 2026: $23.6B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2026.

Institutions holding DLTR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC7$00.00%+7New
Steigerwald, Gordon & Koch Inc.1$1020.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1210.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$1210.00%+1New
Maryland Capital Advisors Inc.1$1210.00%+1New
Cape Investment Advisory, Inc.1$1210.00%+1New
Lummis Asset Management, LP1$1210.00%+1New
3 Factor Indexing, LLC2$2420.00%00.0%Unchanged
IMA Wealth, Inc.2$2420.00%+1+100.0%Added
West Paces Advisors Inc.3$3630.00%+3New
Halbert Hargrove Global Advisors, LLC3$4030.00%+3New
Nemes Rush Group LLC4$4840.00%−3−42.9%Reduced
Seneschal Advisors, LLC4$4840.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.4$4840.00%00.0%Unchanged
Trust Co4$4840.00%00.0%Unchanged
Motco4$4840.00%+4New
DecisionPoint Financial, LLC4$4850.00%+4New
Marquette Asset Management, LLC5$6050.00%−15−75.0%Reduced
Aspect Partners, LLC5$6050.00%00.0%Unchanged
WPG Advisers, LLC5$6050.00%00.0%Unchanged
Davis Capital Management5$6050.00%+2+66.7%Added
Spectrum Wealth Advisory Group, LLC5$6050.00%+5New
Colonial Trust Co6$7260.00%−500−98.8%Reduced
GHP Investment Advisors, Inc.6$7260.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.6$7260.00%00.0%Unchanged
Torren Management, LLC6$7260.00%00.0%Unchanged
American Capital Advisory, LLC6$7260.00%+1+20.0%Added
Sittner & Nelson, LLC6$7260.00%+6New
Downshift Financial, LLC6$7260.00%+6New
Dunhill Financial, LLC6$7520.00%+2+50.0%Added
PayPay Securities Corp7$8470.03%−2−22.2%Reduced
McGuire Capital Advisors Inc7$8470.00%00.0%Unchanged
Retirement Wealth Solutions LLC7$8470.00%+1+16.7%Added
Quaker Wealth Management, LLC8$9680.00%00.0%Unchanged
Planning Strategies Inc.8$9680.00%+8New
Penserra Capital Management LLC12$1.00K0.00%−6−33.3%Reduced
NBT Bank N A9$1.09K0.00%00.0%Unchanged
TFC Financial Management9$1.09K0.00%+2+28.6%Added
Decker Retirement Planning Inc.9$1.09K0.00%+5+125.0%Added
Hughes Financial Services, LLC9$1.09K0.00%+6+200.0%Added
Strategic Wealth Partners, Ltd.9$1.09K0.00%+9New
Wolff Wiese Magana LLC10$1.21K0.00%00.0%Unchanged
Delta Asset Management LLC10$1.21K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$1.21K0.00%00.0%Unchanged
1015 Capital Partners, LLC10$1.21K0.00%00.0%Unchanged
RMG Wealth Management LLC10$1.29K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.11$1.33K0.00%−15−57.7%Reduced
Activest Wealth Management11$1.33K0.00%+11New
Breakwater Investment Management11$1.33K0.00%+11New
Fortis Group Advisors, LLC12$1.45K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC12$1.45K0.00%00.0%Unchanged
Vanguard Advisers Inc12$1.45K0.00%+12New
Clark Wealth Partners12$1.45K0.00%+2+20.0%Added
IFG Advisory, LLC13$1.57K0.00%+13New
Kayne Anderson Rudnick Investment Management LLC14$1.69K0.00%00.0%Unchanged
Burk Holdings LLC14$1.69K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC14$1.69K0.00%+1+7.7%Added
Proathlete Wealth Management LLC15$1.81K0.00%00.0%Unchanged
Rossby Financial, LCC16$1.94K0.00%−17−51.5%Reduced
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
Main Street Group, LTD18$2.18K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC20$2.42K0.00%00.0%Unchanged
MidFirst Bank20$2.42K0.00%+17+566.7%Added
HFM Investment Advisors, LLC20$2.42K0.00%+10+100.0%Added
IMG Wealth Management, Inc.23$2.78K0.00%+12+109.1%Added
Bayforest Capital Ltd23$2.78K0.00%+23New
St Germain D J Co Inc24$2.90K0.00%00.0%Unchanged
Ogorek Anthony Joseph30$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC26$3.00K0.00%00.0%Unchanged
Hamrick Investment Counsel, llc25$3.02K0.00%−33−56.9%Reduced
PlanVest Financial, Inc25$3.02K0.00%00.0%Unchanged
Meeder Asset Management Inc27$3.27K0.00%−110−80.3%Reduced
DiNuzzo Private Wealth, Inc.27$3.27K0.00%−5−15.6%Reduced
Pinnacle Bancorp, Inc.27$3.27K0.00%−1−3.6%Reduced
American National Bank28$3.38K0.00%+21+300.0%Added
Hoey Investments, Inc28$3.39K0.00%00.0%Unchanged
Bare Financial Services, Inc29$3.51K0.00%00.0%Unchanged
Boreal Capital Management LLC29$3.51K0.00%00.0%Unchanged
Financial Management Professionals, Inc.31$3.75K0.00%+2+6.9%Added
Winthrop Capital Management, LLC35$4.00K0.00%00.0%Unchanged
High Note Wealth, LLC35$4.23K0.00%−3−7.9%Reduced
Creative Capital Management Investments LLC35$4.23K0.00%+35New
Triumph Capital Management36$4.35K0.00%+6+20.0%Added
Sunrise Financial Services, LLC37$4.47K0.00%00.0%Unchanged
Synergy Investment Management, LLC38$4.60K0.00%−6−13.6%Reduced
Bay Harbor Wealth Management, LLC38$4.60K0.00%+9+31.0%Added
Valued Wealth Advisors LLC39$4.72K0.00%+21+116.7%Added
J.Safra Asset Management Corp40$4.84K0.00%00.0%Unchanged
Gleason Group, Inc.40$4.84K0.00%00.0%Unchanged
Ares Financial Consulting, LLC40$4.84K0.00%00.0%Unchanged
Concord Wealth Partners40$4.84K0.00%+40New
Princeton Global Asset Management LLC41$4.96K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.41$4.96K0.00%+19+86.4%Added
Rialto Wealth Management, LLC42$5.08K0.00%+23+121.1%Added
Addison Advisors LLC43$5.20K0.00%00.0%Unchanged
Bell Investment Advisors, Inc43$5.20K0.00%+4+10.3%Added
Adkins Seale Capital Management LLC44$5.32K0.00%00.0%Unchanged
West Branch Capital LLC46$5.56K0.00%00.0%Unchanged
Luminist Capital LLC49$5.93K0.01%+49New