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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 1,759 | $212.8K | 0.01% | +1,759 | New |
| Parsons Capital Management Inc | 1,754 | $212.1K | 0.01% | −84−4.6% | Reduced |
| TCFG Investment Advisors, LLC | 1,752 | $211.9K | 0.07% | +1,752 | New |
| Allworth Financial LP | 1,734 | $209.7K | 0.00% | −495−22.2% | Reduced |
| Finward Bancorp | 1,730 | $209.2K | 0.16% | +1,730 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,741 | $209.0K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,723 | $208.4K | 0.02% | +1,723 | New |
| Becker Capital Management Inc | 1,715 | $207.4K | 0.01% | +1,715 | New |
| Acorn Financial Advisory Services Inc | 1,710 | $206.8K | 0.03% | +1,710 | New |
| Larson Financial Group LLC | 1,707 | $206.5K | 0.01% | +1,135+198.4% | Added |
| Perigon Wealth Management, LLC | 1,705 | $206.3K | 0.00% | +1,705 | New |
| D'Orazio & Associates, Inc. | 1,697 | $205.3K | 0.02% | +1,697 | New |
| Ameritas Investment Partners, Inc. | 1,590 | $192.3K | 0.01% | −108−6.4% | Reduced |
| CrossGen Wealth, LLC | 1,509 | $182.5K | 0.14% | −52−3.3% | Reduced |
| LRI Investments, LLC | 1,505 | $182.0K | 0.01% | +225+17.6% | Added |
| MV Capital Management, Inc. | 1,451 | $175.5K | 0.02% | +414+39.9% | Added |
| Exchange Traded Concepts, LLC | 1,444 | $174.7K | 0.00% | −701−32.7% | Reduced |
| Provenance Wealth Advisors, LLC | 1,430 | $173.0K | 0.02% | +6+0.4% | Added |
| Harbour Investments, Inc. | 1,425 | $172.4K | 0.00% | +16+1.1% | Added |
| Private Trust Co NA | 1,407 | $170.2K | 0.01% | −57−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,397 | $169.0K | 0.00% | −36−2.5% | Reduced |
| Geneos Wealth Management Inc. | 1,368 | $165.5K | 0.00% | +16+1.2% | Added |
| EverSource Wealth Advisors, LLC | 1,309 | $158.3K | 0.01% | −593−31.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,170 | $141.5K | 0.03% | +240+25.8% | Added |
| Evermay Wealth Management LLC | 1,105 | $133.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,103 | $133.4K | 0.00% | −221−16.7% | Reduced |
| Central Trust Co | 1,082 | $130.9K | 0.00% | +1,078+26,950.0% | Added |
| Paladin Advisory Group, LLC | 1,071 | $129.5K | 0.09% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,053 | $127.4K | 0.00% | +1,053 | New |
| Anchor Investment Management, LLC | 1,050 | $127.0K | 0.01% | −750−41.7% | Reduced |
| S.A. Mason LLC | 959 | $116.0K | 0.04% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 957 | $115.7K | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 895 | $108.0K | 0.00% | −675−43.0% | Reduced |
| Smithfield Trust Co | 847 | $102.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 838 | $101.3K | 0.00% | −149−15.1% | Reduced |
| Pflug Koory, LLC | 743 | $89.9K | 0.04% | +18+2.5% | Added |
| True Wealth Design, LLC | 740 | $89.5K | 0.02% | +381+106.1% | Added |
| Leonteq Securities AG | 727 | $87.9K | 0.01% | +187+34.6% | Added |
| Cromwell Holdings LLC | 712 | $86.1K | 0.04% | +13+1.9% | Added |
| Atlas Capital Advisors LLC | 703 | $85.0K | 0.01% | −65−8.5% | Reduced |
| GF Fund Management Co. Ltd. | 700 | $84.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 676 | $81.8K | 0.04% | −2,106−75.7% | Reduced |
| Oslo Pensjonsforsikring AS | 650 | $78.6K | 0.01% | −597−47.9% | Reduced |
| Clear Street Markets LLC | 642 | $77.7K | 0.02% | −389−37.7% | Reduced |
| Parkside Financial Bank & Trust | 623 | $75.4K | 0.01% | +5+0.8% | Added |
| MCF Advisors LLC | 584 | $70.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 579 | $70.0K | 0.00% | −38−6.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 578 | $69.8K | 0.01% | +4+0.7% | Added |
| Quent Capital, LLC | 576 | $69.7K | 0.00% | +372+182.4% | Added |
| Murphy & Mullick Capital Management Corp | 571 | $69.1K | 0.04% | 00.0% | Unchanged |
| 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 |
| Ronald Blue Trust, Inc. | 541 | $65.4K | 0.00% | −48−8.1% | Reduced |
| DT Investment Partners, LLC | 540 | $65.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 532 | $64.3K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 527 | $63.7K | 0.01% | +11+2.1% | Added |
| Smartleaf Asset Management LLC | 508 | $62.3K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 494 | $59.7K | 0.03% | −27−5.2% | Reduced |
| Sankala Group LLC | 430 | $56.4K | 0.04% | −14−3.2% | Reduced |
| 1248 Management, LLC | 449 | $54.3K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 440 | $53.2K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 421 | $50.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 408 | $49.3K | 0.00% | −5−1.2% | Reduced |
| Bayban | 400 | $48.4K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 399 | $48.3K | 0.00% | −2−0.5% | Reduced |
| Union Bancaire Privee, UBP SA | 432 | $48.2K | 0.00% | +432 | New |
| Mather Group, LLC. | 386 | $46.7K | 0.00% | −291−43.0% | Reduced |
| ZRC Wealth Management, LLC | 383 | $46.3K | 0.01% | +364+1,915.8% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 365 | $44.1K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $43.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 342 | $41.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 341 | $41.2K | 0.00% | +41+13.7% | Added |
| Wilkerson Advisory Group LLC | 331 | $40.0K | 0.01% | +68+25.9% | Added |
| Westfuller Advisors, LLC | 327 | $39.6K | 0.01% | +211+181.9% | Added |
| 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 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 315 | $38.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Trust Co of Vermont | 295 | $35.7K | 0.00% | +295 | New |
| TD Private Client Wealth LLC | 283 | $34.3K | 0.00% | −37−11.6% | Reduced |
| Owl Creek Wealth Partners LLC | 270 | $32.7K | 0.01% | +10+3.8% | Added |
| Crews Bank & Trust | 250 | $30.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 248 | $30.0K | 0.00% | −33−11.7% | Reduced |
| Glen Eagle Advisors, LLC | 240 | $29.0K | 0.00% | −90−27.3% | Reduced |
| Zions Bancorporation, National Association | 236 | $28.5K | 0.00% | −130−35.5% | Reduced |
| NBC Securities, Inc. | 229 | $27.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $26.5K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 219 | $26.5K | 0.00% | +31+16.5% | Added |
| Golden State Wealth Management, LLC | 216 | $26.1K | 0.00% | +106+96.4% | Added |
| Westside Investment Management, Inc. | 214 | $25.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $25.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 206 | $24.9K | 0.01% | −1−0.5% | Reduced |
| Crewe Advisors LLC | 204 | $24.7K | 0.00% | +105+106.1% | Added |
| Pillar Financial Advisors, LLC | 203 | $24.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Vanguard National Trust Co | 199 | $24.1K | 0.00% | +143+255.4% | Added |