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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
IMG Wealth Management, Inc.23$2.78K0.00%+12+109.1%Added
Bayforest Capital Ltd23$2.78K0.00%+23New
HFM Investment Advisors, LLC20$2.42K0.00%+10+100.0%Added
Atlantic Edge Private Wealth Management, LLC20$2.42K0.00%00.0%Unchanged
MidFirst Bank20$2.42K0.00%+17+566.7%Added
Main Street Group, LTD18$2.18K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA19$2.00K0.00%00.0%Unchanged
Rossby Financial, LCC16$1.94K0.00%−17−51.5%Reduced
Proathlete Wealth Management LLC15$1.81K0.00%00.0%Unchanged
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
IFG Advisory, LLC13$1.57K0.00%+13New
Clark Wealth Partners12$1.45K0.00%+2+20.0%Added
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
Breakwater Investment Management11$1.33K0.00%+11New
Washington Trust Advisors, Inc.11$1.33K0.00%−15−57.7%Reduced
Activest Wealth Management11$1.33K0.00%+11New
RMG Wealth Management LLC10$1.29K0.00%00.0%Unchanged
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
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
Penserra Capital Management LLC12$1.00K0.00%−6−33.3%Reduced
Quaker Wealth Management, LLC8$9680.00%00.0%Unchanged
Planning Strategies Inc.8$9680.00%+8New
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
Dunhill Financial, LLC6$7520.00%+2+50.0%Added
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
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
DecisionPoint Financial, LLC4$4850.00%+4New
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
Halbert Hargrove Global Advisors, LLC3$4030.00%+3New
West Paces Advisors Inc.3$3630.00%+3New
3 Factor Indexing, LLC2$2420.00%00.0%Unchanged
IMA Wealth, Inc.2$2420.00%+1+100.0%Added
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
Steigerwald, Gordon & Koch Inc.1$1020.00%00.0%Unchanged
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC7$00.00%+7New
Intact Investment Management Inc.0$00.00%−5,100−100.0%Sold out
Erste Asset Management GmbH0$00.00%−5,196−100.0%Sold out
Mantle Ridge LP0$00.00%−12,104,393−100.0%Sold out
Kames Capital plc0$00.00%−238,323−100.0%Sold out
ING Groep NV0$00.00%−169,351−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−119,018−100.0%Sold out
Alphadyne Asset Management LP0$00.00%−98,895−100.0%Sold out
Mn Services Vermogensbeheer B.V.0$00.00%−78,724−100.0%Sold out
Cinctive Capital Management LP0$00.00%−70,484−100.0%Sold out
Twin Tree Management, LP0$00.00%−29,422−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−26,167−100.0%Sold out
Summit Financial, LLC0$00.00%−20,458−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−18,180−100.0%Sold out
Oak Thistle LLC0$00.00%−18,088−100.0%Sold out
Acadian Asset Management LLC0$00.00%−16,433−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−16,364−100.0%Sold out
III Capital Management0$00.00%−15,102−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−14,557−100.0%Sold out
Diversified Management Inc0$00.00%−13,886−100.0%Sold out
LFG Wealth Partners, LLC0$00.00%−12,900−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−12,481−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−12,176−100.0%Sold out
AG2R la Mondiale Gestion D'Actifs0$00.00%−10,119−100.0%Sold out
Caxton Associates LLP0$00.00%−9,865−100.0%Sold out
Agp Franklin, LLC0$00.00%−8,961−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−8,800−100.0%Sold out
Hanseatic Management Services Inc0$00.00%−8,672−100.0%Sold out
XTX Topco Ltd0$00.00%−8,462−100.0%Sold out
VCI Wealth Management LLC0$00.00%−7,836−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−7,085−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,000−100.0%Sold out
Blackstone Group Inc.0$00.00%−6,769−100.0%Sold out
MorganRosel Wealth Management, LLC0$00.00%−6,430−100.0%Sold out