| 4 | EdgePoint Investment Group Inc. | 9.6M | $1.16B | +15.3% | 4.986% | 8.76% |
| 5 | STATE STREET CORP | 8.9M | $1.08B | -2.1% | 4.653% | 0.02% |
| 6 | JANE STREET GROUP, LLC | 8.9M | $1.07B | +1345.6% | 4.611% | 0.09% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.4M | $1.01B | -1.7% | 4.347% | 0.05% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5.0M | $602.1M | -1.0% | 2.601% | 0.03% |
| 9 | GOLDMAN SACHS GROUP INC | 4.7M | $565.5M | +60.0% | 2.433% | 0.05% |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | 3.8M | $455.8M | +1.1% | 1.961% | 0.27% |
| 11 | CITADEL ADVISORS LLC | 3.7M | $452.6M | +168.7% | 1.947% | 0.03% |
| 12 | Invesco Ltd. | 3.5M | $425.1M | +8.0% | 1.829% | 0.03% |
| 13 | Hudson Bay Capital Management LP | 3.3M | $400.5M | +5.8% | 1.723% | 1.09% |
| 14 | MORGAN STANLEY | 2.8M | $341.1M | +1.3% | 1.468% | 0.02% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.6M | $312.5M | +19.2% | 1.345% | 0.02% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $307.5M | +12.2% | 1.323% | 0.06% |
| 17 | NORGES BANK | 2.3M | $276.3M | — | 1.189% | 0.03% |
| 18 | LONDON CO OF VIRGINIA | 2.2M | $266.5M | -4.2% | 1.146% | 1.52% |
| 19 | FIL Ltd | 2.1M | $259.3M | -23.3% | 1.115% | 0.19% |
| 20 | NORTHERN TRUST CORP | 1.9M | $229.0M | +3.9% | 0.985% | 0.03% |
| 21 | NORDEA INVESTMENT MANAGEMENT AB | 1.9M | $227.1M | +14.1% | 0.980% | 0.19% |
| 22 | ALLIANCEBERNSTEIN L.P. | 2.0M | $219.9M | -30.6% | 1.045% | 0.07% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.5M | $175.4M | +19.6% | 0.755% | 0.03% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $168.1M | -0.9% | 0.723% | 0.02% |
| 25 | UBS Group AG | 1.4M | $165.7M | -23.4% | 0.713% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DLTR — a direct measure of their conviction.
| 108.68% |
| +0.19 pp |
| $15.88B |
| 1.4% |
| Q4 2024 | 686 | +3.6% | 108.49% | +8.68 pp | $16.10B | +18% |
| Q3 2024 | 662 | — | 99.81% | — | $13.66B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
103 institutions opened new positions in DLTR during Q2 2026, while 100 fully exited. 563 added to existing positions and 174 trimmed.
DLTR institutional ownership rose by 0.14 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 51.3% of all reported 13F value in DLTR, and the top 25 account for 68.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Dollar Tree, Inc. (DLTR) Institutional Ownership