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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 386 | $46.7K | 0.00% | −291−43.0% | Reduced |
| Union Bancaire Privee, UBP SA | 432 | $48.2K | 0.00% | +432 | New |
| Salomon & Ludwin, LLC | 399 | $48.3K | 0.00% | −2−0.5% | Reduced |
| Bayban | 400 | $48.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 408 | $49.3K | 0.00% | −5−1.2% | Reduced |
| MTM Investment Management, LLC | 421 | $50.9K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 440 | $53.2K | 0.03% | 00.0% | Unchanged |
| 1248 Management, LLC | 449 | $54.3K | 0.02% | 00.0% | Unchanged |
| Sankala Group LLC | 430 | $56.4K | 0.04% | −14−3.2% | Reduced |
| Onefund, LLC | 494 | $59.7K | 0.03% | −27−5.2% | Reduced |
| Smartleaf Asset Management LLC | 508 | $62.3K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 527 | $63.7K | 0.01% | +11+2.1% | Added |
| HHM Wealth Advisors, LLC | 532 | $64.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 540 | $65.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 541 | $65.4K | 0.00% | −48−8.1% | Reduced |
| Independence Bank of Kentucky | 550 | $66.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 550 | $66.5K | 0.00% | +350+175.0% | Added |
| Murphy & Mullick Capital Management Corp | 571 | $69.1K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 576 | $69.7K | 0.00% | +372+182.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 578 | $69.8K | 0.01% | +4+0.7% | Added |
| Johnson Financial Group, Inc. | 579 | $70.0K | 0.00% | −38−6.2% | Reduced |
| MCF Advisors LLC | 584 | $70.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 623 | $75.4K | 0.01% | +5+0.8% | Added |
| Clear Street Markets LLC | 642 | $77.7K | 0.02% | −389−37.7% | Reduced |
| Oslo Pensjonsforsikring AS | 650 | $78.6K | 0.01% | −597−47.9% | Reduced |
| Essential Partners LLC | 676 | $81.8K | 0.04% | −2,106−75.7% | Reduced |
| GF Fund Management Co. Ltd. | 700 | $84.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 703 | $85.0K | 0.01% | −65−8.5% | Reduced |
| Cromwell Holdings LLC | 712 | $86.1K | 0.04% | +13+1.9% | Added |
| Leonteq Securities AG | 727 | $87.9K | 0.01% | +187+34.6% | Added |
| True Wealth Design, LLC | 740 | $89.5K | 0.02% | +381+106.1% | Added |
| Pflug Koory, LLC | 743 | $89.9K | 0.04% | +18+2.5% | Added |
| Assetmark, Inc | 838 | $101.3K | 0.00% | −149−15.1% | Reduced |
| Smithfield Trust Co | 847 | $102.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 895 | $108.0K | 0.00% | −675−43.0% | Reduced |
| Battery Global Advisors, LLC | 957 | $115.7K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 959 | $116.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,050 | $127.0K | 0.01% | −750−41.7% | Reduced |
| Global Retirement Partners, LLC | 1,053 | $127.4K | 0.00% | +1,053 | New |
| Paladin Advisory Group, LLC | 1,071 | $129.5K | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 1,082 | $130.9K | 0.00% | +1,078+26,950.0% | Added |
| Massmutual Trust Co FSB | 1,103 | $133.4K | 0.00% | −221−16.7% | Reduced |
| Evermay Wealth Management LLC | 1,105 | $133.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,170 | $141.5K | 0.03% | +240+25.8% | Added |
| EverSource Wealth Advisors, LLC | 1,309 | $158.3K | 0.01% | −593−31.2% | Reduced |
| Geneos Wealth Management Inc. | 1,368 | $165.5K | 0.00% | +16+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,397 | $169.0K | 0.00% | −36−2.5% | Reduced |
| Private Trust Co NA | 1,407 | $170.2K | 0.01% | −57−3.9% | Reduced |
| Harbour Investments, Inc. | 1,425 | $172.4K | 0.00% | +16+1.1% | Added |
| Provenance Wealth Advisors, LLC | 1,430 | $173.0K | 0.02% | +6+0.4% | Added |
| Exchange Traded Concepts, LLC | 1,444 | $174.7K | 0.00% | −701−32.7% | Reduced |
| MV Capital Management, Inc. | 1,451 | $175.5K | 0.02% | +414+39.9% | Added |
| LRI Investments, LLC | 1,505 | $182.0K | 0.01% | +225+17.6% | Added |
| CrossGen Wealth, LLC | 1,509 | $182.5K | 0.14% | −52−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,590 | $192.3K | 0.01% | −108−6.4% | Reduced |
| D'Orazio & Associates, Inc. | 1,697 | $205.3K | 0.02% | +1,697 | New |
| Perigon Wealth Management, LLC | 1,705 | $206.3K | 0.00% | +1,705 | New |
| Larson Financial Group LLC | 1,707 | $206.5K | 0.01% | +1,135+198.4% | Added |
| Acorn Financial Advisory Services Inc | 1,710 | $206.8K | 0.03% | +1,710 | New |
| Becker Capital Management Inc | 1,715 | $207.4K | 0.01% | +1,715 | New |
| Premier Path Wealth Partners, LLC | 1,723 | $208.4K | 0.02% | +1,723 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,741 | $209.0K | 0.00% | 00.0% | Unchanged |
| Finward Bancorp | 1,730 | $209.2K | 0.16% | +1,730 | New |
| Allworth Financial LP | 1,734 | $209.7K | 0.00% | −495−22.2% | Reduced |
| TCFG Investment Advisors, LLC | 1,752 | $211.9K | 0.07% | +1,752 | New |
| Parsons Capital Management Inc | 1,754 | $212.1K | 0.01% | −84−4.6% | Reduced |
| Venturi Wealth Management, LLC | 1,759 | $212.8K | 0.01% | +1,759 | New |
| Cigna Investments Inc | 1,756 | $213.0K | 0.03% | −106−5.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,771 | $214.2K | 0.05% | −10,084−85.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,800 | $217.7K | 0.19% | +1,800 | New |
| Brown Miller Wealth Management, LLC | 1,822 | $220.4K | 0.06% | +1,822 | New |
| Institute for Wealth Management, LLC. | 1,828 | $221.1K | 0.02% | 00.0% | Unchanged |
| Tull Financial Group, Inc. | 1,831 | $221.5K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,852 | $224.0K | 0.04% | +1,852 | New |
| Belfer Management LLC | 1,855 | $224.4K | 3.72% | −519−21.9% | Reduced |
| S-Bank Fund Management Ltd | 1,873 | $226.5K | 0.03% | +1,873 | New |
| Bragg Financial Advisors, Inc | 1,885 | $228.0K | 0.01% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 1,900 | $229.8K | 0.01% | +1,900 | New |
| Cornerstone Wealth Group, LLC | 1,901 | $230.0K | 0.01% | +1,901 | New |
| South State Corp. | 1,915 | $231.6K | 0.01% | −67−3.4% | Reduced |
| Soltis Investment Advisors LLC | 1,920 | $232.2K | 0.01% | +1,920 | New |
| West Family Investments, Inc. | 1,944 | $235.1K | 0.07% | +1,944 | New |
| Arlington Trust Co LLC | 1,949 | $235.7K | 0.02% | +1,907+4,540.5% | Added |
| Greenleaf Trust | 1,957 | $236.7K | 0.00% | −22−1.1% | Reduced |
| Virtu Financial LLC | 1,963 | $237.0K | 0.01% | +1,963 | New |
| Parallel Advisors, LLC | 1,981 | $239.7K | 0.00% | −212−9.7% | Reduced |
| Baird Financial Group, Inc. | 1,993 | $241.1K | 0.00% | +1,993 | New |
| Wealth Management Associates, Inc. | 2,000 | $241.9K | 0.07% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,003 | $242.3K | 0.01% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,008 | $242.9K | 0.00% | −33−1.6% | Reduced |
| Evolve Private Wealth, LLC | 2,027 | $245.2K | 0.01% | −20,441−91.0% | Reduced |
| State of Wyoming | 2,049 | $247.8K | 0.03% | +2,049 | New |
| Fifth Third Wealth Advisors LLC | 2,054 | $248.4K | 0.01% | −133−6.1% | Reduced |
| Citizens Financial Group Inc | 2,058 | $248.9K | 0.00% | +26+1.3% | Added |
| Alps Advisors Inc | 2,076 | $251.1K | 0.00% | +2,076 | New |
| Kestra Private Wealth Services, LLC | 2,121 | $256.5K | 0.00% | −90−4.1% | Reduced |
| Panagora Asset Management Inc | 2,127 | $257.3K | 0.00% | +3+0.1% | Added |
| AE Wealth Management LLC | 2,131 | $257.7K | 0.00% | +2,131 | New |
| Tema ETFs LLC | 2,176 | $263.2K | 0.01% | +145+7.1% | Added |
| IFP Advisors, Inc | 2,185 | $264.3K | 0.00% | +492+29.1% | Added |