# DOLLAR TREE INC (DLTR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DLTR/

- Reporting holders: 31
- Reported value: $28.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $14.2M | 124,357 | 0.2% | 27 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $3.5M | 31,060 | 0.3% | 6 |
| [Horrell Capital Management, Inc.](https://holderbook.com/funds/1385925-horrell-capital-management-inc/) | $2.2M | 19,288 | 1.2% | 32 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $1.3M | 11,532 | 0.2% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.2M | 10,764 | 0.0% | 12 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.0M | 8,917 | 1.0% | 4 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $677.8K | 5,945 | 0.0% | 4 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $642.7K | 5,637 | 0.2% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $524.3K | 4,598 | 0.0% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $517.2K | 4,360 | 0.0% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $432.6K | 3,794 | 0.0% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $415.7K | 3,646 | 0.0% | 6 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $409.3K | 3,590 | 0.1% | 7 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $395.0K | 3,464 | 0.3% | 4 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $280.0K | 2,456 | 0.0% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $243.9K | 2,097 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $127.1K | 1,115 | 0.0% | 20 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $51.3K | 450 | 0.0% | 3 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $36.9K | 324 | 0.0% | 27 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $31.4K | 275 | 0.0% | 9 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $13.9K | 122 | 0.0% | 9 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $11.4K | 100 | 0.0% | 12 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $10.4K | 91 | 0.0% | 16 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $7.5K | 66 | 0.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $3.2K | 28 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $28.3M |
| Q2 2026 | 872 | $27.3B |
| Q1 2026 | 863 | $23.7B |
| Q4 2025 | 850 | $29.3B |
| Q3 2025 | 789 | $23.3B |
| Q2 2025 | 778 | $24.2B |
| Q1 2025 | 723 | $19.5B |
| Q4 2024 | 719 | $19.0B |
| Q3 2024 | 695 | $16.6B |
| Q2 2024 | 757 | $24.9B |
| Q1 2024 | 773 | $31.5B |
| Q4 2023 | 783 | $34.1B |