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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Dollar Tree, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Three Bearings Fiduciary Advisors, Inc. | 50 | $6.05K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $6.17K | 0.00% | −1,777−97.2% | Reduced |
| Cedar Mountain Advisors, LLC | 54 | $6.53K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 54 | $6.53K | 0.00% | −24−30.8% | Reduced |
| Alerus Financial NA | 57 | $6.89K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 59 | $7.14K | 0.00% | +44+293.3% | Added |
| Kilter Group LLC | 60 | $7.26K | 0.00% | −4−6.3% | Reduced |
| 1620 Investment Advisors, Inc. | 61 | $7.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $7.62K | 0.00% | +5+8.6% | Added |
| Kemnay Advisory Services Inc. | 64 | $7.74K | 0.00% | −10−13.5% | Reduced |
| Fulcrum Asset Management LLP | 64 | $7.85K | 0.00% | +64 | New |
| Financial Network Wealth Advisors LLC | 66 | $7.98K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 69 | $8.00K | 0.00% | +23+50.0% | Added |
| Valley National Advisers Inc | 70 | $8.47K | 0.00% | −1−1.4% | Reduced |
| Cornerstone Planning Group LLC | 70 | $8.55K | 0.00% | +22+45.8% | Added |
| Bartlett & Co. Wealth Management LLC | 73 | $8.83K | 0.00% | +3+4.3% | Added |
| Thompson Investment Management, Inc. | 74 | $8.95K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 74 | $8.95K | 0.00% | +74 | New |
| Covestor Ltd | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 79 | $9.55K | 0.01% | +39+97.5% | Added |
| UMA Financial Services, Inc. | 80 | $9.68K | 0.00% | +18+29.0% | Added |
| Sachetta, LLC | 87 | $10.5K | 0.01% | −17−16.3% | Reduced |
| Quarry LP | 89 | $10.8K | 0.00% | −553−86.1% | Reduced |
| Grove Bank & Trust | 91 | $11.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 93 | $11.2K | 0.00% | +41+78.8% | Added |
| North Star Investment Management Corp. | 95 | $11.5K | 0.00% | −5−5.0% | Reduced |
| Wall Street Access Asset Management, LLC | 98 | $11.9K | 0.00% | +98 | New |
| Trust Co of Toledo NA | 100 | $12.1K | 0.00% | −5−4.8% | Reduced |
| Burkett Financial Services, LLC | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 100 | $12.1K | 0.01% | +100 | New |
| Buck Wealth Strategies, LLC | 100 | $12.1K | 0.00% | +100 | New |
| NBH Bank | 104 | $12.6K | 0.01% | +104 | New |
| Action Point Financial Planning, LLC | 112 | $12.9K | 0.00% | +112 | New |
| Stance Capital LLC | 110 | $13.3K | 0.00% | −2,080−95.0% | Reduced |
| Bruce G. Allen Investments, LLC | 110 | $13.3K | 0.01% | −1−0.9% | Reduced |
| SJS Investment Consulting Inc. | 112 | $13.5K | 0.00% | +62+124.0% | Added |
| Brown, Lisle/Cummings, Inc. | 114 | $13.8K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 114 | $13.8K | 0.00% | +114 | New |
| Abound Wealth Management | 114 | $13.8K | 0.00% | −16−12.3% | Reduced |
| Tobam | 113 | $14.0K | 0.00% | −2,913−96.3% | Reduced |
| Eastern Bank | 122 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 120 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 125 | $15.1K | 0.00% | +2+1.6% | Added |
| Generali Asset Management SPA SGR | 125 | $15.1K | 0.00% | +2+1.6% | Added |
| Highline Wealth Partners LLC | 128 | $15.5K | 0.00% | +118+1,180.0% | Added |
| Vision Retirement, LLC | 129 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 130 | $15.7K | 0.00% | +33+34.0% | Added |
| Farmers & Merchants Investments Inc | 132 | $16.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 134 | $16.2K | 0.00% | −125−48.3% | Reduced |
| Spire Wealth Management | 134 | $16.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $16.3K | 0.00% | −512−79.1% | Reduced |
| Indiana Trust & Investment Management CO | 135 | $16.3K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 139 | $16.9K | 0.00% | +36+35.0% | Added |
| Prestige Wealth Management Group LLC | 143 | $17.3K | 0.00% | +35+32.4% | Added |
| Medallion Wealth Advisors, LLC | 149 | $18.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $18.1K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 150 | $18.1K | 0.00% | +150 | New |
| First Horizon Corp | 151 | $18.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 162 | $19.7K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 173 | $21.0K | 0.00% | +23+15.3% | Added |
| Westpac Banking Corp | 185 | $22.4K | 0.00% | +185 | New |
| Manchester Capital Management LLC | 192 | $23.2K | 0.00% | −157−45.0% | Reduced |
| SBI Securities Co., Ltd. | 195 | $23.6K | 0.00% | −4−2.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 196 | $23.7K | 0.00% | +59+43.1% | Added |
| Providence Capital Advisors, LLC | 198 | $23.9K | 0.00% | +198 | New |
| Vanguard National Trust Co | 199 | $24.1K | 0.00% | +143+255.4% | Added |
| Atlantic Union Bankshares Corp | 200 | $24.2K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 200 | $24.2K | 0.00% | +183+1,076.5% | Added |
| Aventura Private Wealth, LLC | 200 | $24.2K | 0.01% | +200 | New |
| Pillar Financial Advisors, LLC | 203 | $24.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 204 | $24.7K | 0.00% | +105+106.1% | Added |
| Private Wealth Management Group, LLC | 206 | $24.9K | 0.01% | −1−0.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $25.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 214 | $25.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 216 | $26.1K | 0.00% | +106+96.4% | Added |
| Key Financial Inc | 219 | $26.5K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 219 | $26.5K | 0.00% | +31+16.5% | Added |
| NBC Securities, Inc. | 229 | $27.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 236 | $28.5K | 0.00% | −130−35.5% | Reduced |
| Glen Eagle Advisors, LLC | 240 | $29.0K | 0.00% | −90−27.3% | Reduced |
| GW&K Investment Management, LLC | 248 | $30.0K | 0.00% | −33−11.7% | Reduced |
| Crews Bank & Trust | 250 | $30.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 270 | $32.7K | 0.01% | +10+3.8% | Added |
| TD Private Client Wealth LLC | 283 | $34.3K | 0.00% | −37−11.6% | Reduced |
| Trust Co of Vermont | 295 | $35.7K | 0.00% | +295 | New |
| Kerr Financial Planning Corp | 300 | $36.3K | 0.04% | −50−14.3% | Reduced |
| Clean Yield Group | 300 | $36.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $36.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 315 | $38.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 324 | $39.2K | 0.01% | −192−37.2% | Reduced |
| Fortitude Family Office, LLC | 324 | $39.2K | 0.01% | +148+84.1% | Added |
| Westfuller Advisors, LLC | 327 | $39.6K | 0.01% | +211+181.9% | Added |
| Wilkerson Advisory Group LLC | 331 | $40.0K | 0.01% | +68+25.9% | Added |
| Creative Financial Designs Inc | 341 | $41.2K | 0.00% | +41+13.7% | Added |
| Asset Dedication, LLC | 342 | $41.4K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $43.5K | 0.02% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 365 | $44.1K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 383 | $46.3K | 0.01% | +364+1,915.8% | Added |