Stocklore

Dollar Tree Inc. (DLTR)

Retail · US stock

What changed in recent filings

  • Seasonal segment 8% → 3%Oct 31, 2024 → Apr 30, 2026
  • Institutions — 3 new · 2 added13F · as of end of 2026 Q2
  • Risk factors — 4 added · 2 removed · new: Our growth is dependent on our ability to e… +310-K Feb 1, 2025 → Jan 31, 2026 · filed 5 months ago

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Dollar Tree Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 42019 Q2 · 52019 Q3 · 32019 Q4 · 22020 Q1 · 32020 Q2 · 42020 Q3 · 42020 Q4 · 32021 Q1 · 32021 Q2 · 42021 Q3 · 42021 Q4 · 42022 Q1 · 22022 Q2 · 42022 Q3 · 22022 Q4 · 22023 Q1 · 22023 Q2 · 32023 Q3 · 32023 Q4 · 32024 Q1 · 42024 Q2 · 42024 Q3 · 32024 Q4 · 32025 Q1 · 62025 Q2 · 32025 Q3 · 12025 Q4 · 12026 Q1 · 22026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Dollar Tree Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associates0.16% of portfolio · since 2020 Q1
  • Tudor Investment Corp0.08% of portfolio · since 2026 Q1
  • PRIMECAP Management0.27% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.14% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.02% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Founded in 1986, Dollar Tree operates almost 9,000 small-box discount stores across the United States and Canada, offering roughly 85% of its merchandise under $2. The chain targets value-conscious suburban and urban shoppers with a mix of consumables (49% of sales), variety (45%), and seasonal goods (6%). In fiscal 2025, Dollar Tree generated over $19 billion in sales, through its multi-price strategy, higher-margin discretionary assortments, and private-label products that account for nearly one-third of sales.

What is the Retail sector?

Physical retail and supermarkets. Linked to consumer spending.

Dollar Tree Inc. is classified under the Retail sector. See peers below.

DLTR segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Oct '24Apr '25Apr '26
Consumable 50%Variety 46%Seasonal 3%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Dollar Tree Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLPState Street(R) Consumer Staples Select Sector SPDR(R) ETF
1.42%
RSPInvesco S&P 500 Equal Weight ETF
0.16%
VTVVANGUARD VALUE INDEX FUND
0.08%
SPY
0.03%
VOOVANGUARD 500 INDEX FUND
0.03%
IVViShares Core S&P 500 ETF
0.03%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.03%

DLTR on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Retail average
See full DLTR analysis →

Peers · Retail

DLTR FAQ

What is Dollar Tree Inc. (DLTR)?

Founded in 1986, Dollar Tree operates almost 9,000 small-box discount stores across the United States and Canada, offering roughly 85% of its merchandise under $2. The chain targets value-conscious suburban and urban shoppers with a mix of consumables (49% of sales), variety (45%), and seasonal goods (6%). In fiscal 2025, Dollar Tree generated over $19 billion in sales, through its multi-price strategy, higher-margin discretionary assortments, and private-label products that account for nearly one-third of sales.

What sector is Dollar Tree Inc. in?

Dollar Tree Inc. is classified under Retail. Physical retail and supermarkets. Linked to consumer spending.

Where can I analyze Dollar Tree Inc. (DLTR) stock?

On Stocklore you can see DLTR's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea