Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

DOLLAR TREE INC · COM · quarter ended 2026-03-31 · 15 members disclosed DLTR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 681 holders are listed, largest first: 681
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $19.9B
holders whose share count rose or who opened the position (new + add), by shares: 347
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 97

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of DLTR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$2.1B	19,494,395	+3,348,328	ADD
2	BlackRock, Inc.	$1.7B	15,823,066	−93,341	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	12,153,739	—	NO PRIOR
4	Mantle Ridge LP	$1.3B	12,104,393	0	NO CHANGE
5	STATE STREET CORP	$1000M	9,128,960	−126,711	TRIM
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$931M	8,498,548	—	NO PRIOR
7	EdgePoint Investment Group Inc.	$910M	8,306,467	−348,411	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$551M	5,049,683	+4,905	ADD
9	NOMURA HOLDINGS INC	$537M	4,901,940	+1,088,935	ADD
10	PRIMECAP MANAGEMENT CO/CA/	$408M	3,728,875	−103,550	TRIM
11	Invesco Ltd.	$356M	3,254,329	+535,026	ADD
12	ALLIANCEBERNSTEIN L.P.	$356M	2,892,157	−877,718	TRIM
13	FIL Ltd	$306M	2,794,622	−1,784,539	TRIM
14	MORGAN STANLEY	$305M	2,784,196	−780,807	TRIM
15	LONDON CO OF VIRGINIA	$252M	2,300,205	−237,669	TRIM
16	DIMENSIONAL FUND ADVISORS LP	$248M	2,264,888	−184,554	TRIM
17	NATIONAL BANK OF CANADA /FI/	$210M	1,920,239	+955,873	ADD
18	NORTHERN TRUST CORP	$200M	1,822,271	−72,400	TRIM
19	UBS Group AG	$196M	1,788,938	+321,463	ADD
20	NORDEA INVESTMENT MANAGEMENT AB	$177M	1,650,759	+792,123	ADD
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$164M	1,495,426	−326,426	TRIM
22	Capital International Investors	$159M	1,450,235	−7,313,373	TRIM
23	VOYA INVESTMENT MANAGEMENT LLC	$157M	1,434,589	+189,036	ADD
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$154M	1,402,992	−49,083	TRIM
25	AQR CAPITAL MANAGEMENT LLC	$148M	1,368,735	+857,997	ADD
26	Legal & General Group Plc	$143M	1,306,293	+7,382	ADD
27	Janus Henderson Group Ltd.	$141M	1,290,507	−323,533	TRIM
28	BANK OF AMERICA CORP /DE/	$140M	1,274,603	−85,226	TRIM
29	Qube Research & Technologies Ltd	$138M	1,261,935	+1,095,065	ADD
30	WORLDQUANT MILLENNIUM ADVISORS LLC	$133M	1,215,243	+608,704	ADD
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$133M	1,212,544	+11,155	ADD
32	JUPITER ASSET MANAGEMENT LTD	$127M	1,161,883	+949,089	ADD
33	Hudson Bay Capital Management LP	$124M	1,129,000	+140,000	ADD
34	BANK OF MONTREAL /CAN/	$119M	1,084,385	−211,904	TRIM
35	FIDUCIARY MANAGEMENT INC /WI/	$117M	1,067,313	−116,439	TRIM
36	WELLINGTON MANAGEMENT GROUP LLP	$116M	1,061,790	+900,078	ADD
37	VANGUARD FIDUCIARY TRUST CO	$114M	1,044,011	—	NO PRIOR
38	Mondrian Investment Partners LTD	$111M	1,014,669	−42,140	TRIM
39	Amundi	$110M	1,005,528	−407,470	TRIM
40	Empower Advisory Group, LLC	$106M	967,149	+47,176	ADD
41	Bank of New York Mellon Corp	$104M	952,202	−95,753	TRIM
42	CITIGROUP INC	$102M	927,524	−261,211	TRIM
43	FEDERATED HERMES, INC.	$87.4M	798,074	+7,065	ADD
44	Robeco Institutional Asset Management B.V.	$83.8M	765,313	+65,482	ADD
45	SCHRODER INVESTMENT MANAGEMENT GROUP	$83.6M	790,460	−87,198	TRIM
46	Allianz Asset Management GmbH	$81.2M	741,840	+88,231	ADD
47	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$79.9M	729,544	+254,263	ADD
48	CITADEL ADVISORS LLC	$79.6M	726,556	+431,047	ADD
49	Quantinno Capital Management LP	$79.2M	723,031	+333,101	ADD
50	AMERICAN CENTURY COMPANIES INC	$78.6M	718,143	−47,955	TRIM
51	BARCLAYS PLC	$77.4M	706,807	−389,203	TRIM
52	DEUTSCHE BANK AG\	$75.4M	688,551	+23,771	ADD
53	AMERIPRISE FINANCIAL INC	$70.5M	643,548	−28,937	TRIM
54	HSBC HOLDINGS PLC	$70.4M	646,333	−524,223	TRIM
55	National Pension Service	$65.5M	598,427	+598,427	NEW
56	SEI INVESTMENTS CO	$64.8M	592,127	+286,479	ADD
57	Swiss National Bank	$60.7M	554,481	+23,500	ADD
58	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$56.2M	513,485	+825	ADD
59	Nuveen, LLC	$54.8M	500,564	+61,448	ADD
60	BNP Paribas Asset Management Holding S.A.	$53.9M	492,510	+156,474	ADD
61	FRANKLIN RESOURCES INC	$53.4M	487,712	+204,536	ADD
62	TD ASSET MANAGEMENT INC	$51.9M	473,619	−79,843	TRIM
63	Sumitomo Mitsui Trust Group, Inc.	$51.5M	470,355	−40,856	TRIM
64	Mitsubishi UFJ Asset Management Co., Ltd.	$46.7M	426,798	+16,164	ADD
65	MILLENNIUM MANAGEMENT LLC	$45.4M	414,304	+65,161	ADD
66	ROYAL BANK OF CANADA	$44.9M	409,999	−44,878	TRIM
67	Vanguard Global Advisers, LLC	$44.8M	409,063	—	NO PRIOR
68	Gotham Asset Management, LLC	$43.5M	396,946	+133,424	ADD
69	Assenagon Asset Management S.A.	$42.1M	384,519	−286,234	TRIM
70	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$39.5M	360,672	+10,117	ADD
71	WELLS FARGO & COMPANY/MN	$39.2M	357,809	+48,759	ADD
72	Man Group plc	$39.1M	357,278	+169,755	ADD
73	Woodline Partners LP	$38.7M	353,575	−248,693	TRIM
74	CANADA PENSION PLAN INVESTMENT BOARD	$38.0M	346,737	+149,114	ADD
75	VANGUARD ASSET MANAGEMENT, Ltd	$36.7M	335,564	—	NO PRIOR
76	Walleye Capital LLC	$35.4M	323,036	+176,391	ADD
77	MIZUHO MARKETS AMERICAS LLC	$32.9M	300,000	+300,000	NEW
78	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$28.6M	261,295	+207,560	ADD
79	PRUDENTIAL FINANCIAL INC	$28.2M	257,356	+60,604	ADD
80	VICTORY CAPITAL MANAGEMENT INC	$26.3M	240,610	+14,397	ADD
81	ExodusPoint Capital Management, LP	$25.7M	234,854	+121,645	ADD
82	STOREBRAND ASSET MANAGEMENT AS	$25.1M	229,117	—	NO PRIOR
83	PRINCIPAL FINANCIAL GROUP INC	$25.0M	228,381	−760	TRIM
84	ENVESTNET ASSET MANAGEMENT INC	$24.6M	224,881	+20,656	ADD
85	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$21.5M	196,326	−267,689	TRIM
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$19.2M	175,211	−10,493	TRIM
87	Illinois Municipal Retirement Fund	$19.1M	174,091	+4,337	ADD
88	D. E. Shaw & Co., Inc.	$18.6M	169,700	+84,755	ADD
89	ING GROEP NV	$18.5M	169,351	−4,249	TRIM
90	Arbejdsmarkedets Tillaegspension	$17.8M	162,857	+162,857	NEW
91	Swedbank AB	$17.7M	161,253	+7,784	ADD
92	STATE OF WISCONSIN INVESTMENT BOARD	$17.6M	160,812	+60,583	ADD
93	Korea Investment CORP	$16.9M	154,731	−61,601	TRIM
94	Corient Private Wealth LLC	$16.8M	154,131	+89,062	ADD
95	Live Oak Private Wealth LLC	$16.3M	149,182	−6,070	TRIM
96	US BANCORP \DE\	$16.2M	148,188	−5,602	TRIM
97	CONFLUENCE INVESTMENT MANAGEMENT LLC	$16.0M	146,113	−89,910	TRIM
98	Eurizon Capital SGR S.p.A.	$15.6M	142,626	+28,111	ADD
99	Aberdeen Group plc	$15.1M	137,535	−4,400	TRIM
100	TOCQUEVILLE ASSET MANAGEMENT L.P.	$13.6M	124,119	−46,895	TRIM
101	Ensign Peak Advisors, Inc	$13.3M	121,185	+40,627	ADD
102	DRIEHAUS CAPITAL MANAGEMENT LLC	$13.0M	119,018	−14,311	TRIM
103	Capital International, Inc./CA/	$12.5M	114,336	−1,773	TRIM
104	AustralianSuper Pty Ltd	$12.4M	112,824	+112,824	NEW
105	MACQUARIE GROUP LTD	$12.3M	112,672	+86,439	ADD
106	Verition Fund Management LLC	$12.1M	110,474	−4,861	TRIM
107	ArrowMark Colorado Holdings LLC	$12.1M	110,125	−25,000	TRIM
108	APG Asset Management N.V.	$11.9M	124,943	−6,342	TRIM
109	Mitsubishi UFJ Trust & Banking Corp	$11.9M	108,427	+31,388	ADD
110	ADAGE CAPITAL PARTNERS GP, L.L.C.	$11.5M	105,038	+18,800	ADD
111	KIRR MARBACH & CO LLC /IN/	$11.4M	104,125	−751	TRIM
112	GLENMEDE TRUST CO NA	$11.3M	103,573	+93,197	ADD
113	NEW YORK STATE COMMON RETIREMENT FUND	$11.3M	102,812	−3,000	TRIM
114	INTECH INVESTMENT MANAGEMENT LLC	$11.2M	101,834	+78,947	ADD
115	Andra AP-fonden	$11.0M	100,616	+62,947	ADD
116	TORONTO DOMINION BANK	$10.9M	99,184	+27,391	ADD
117	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$10.8M	98,935	−7,284	TRIM
118	Alphadyne Asset Management LP	$10.8M	98,895	+98,895	NEW
119	Pictet Asset Management Holding SA	$10.5M	96,249	−2,481	TRIM
120	AVIVA PLC	$10.5M	95,995	+20,577	ADD
121	MACKENZIE FINANCIAL CORP	$10.5M	95,971	+7,335	ADD
122	IEQ CAPITAL, LLC	$10.4M	95,421	+18,895	ADD
123	Vanguard Investments Australia, Ltd.	$10.4M	94,653	—	NO PRIOR
124	ROYAL LONDON ASSET MANAGEMENT LTD	$10.2M	93,112	−2,522	TRIM
125	Focus Partners Wealth	$10.2M	93,084	−465,244	TRIM
126	Empowered Funds, LLC	$10.1M	92,519	+92,519	NEW
127	DANSKE BANK A/S	$10.0M	91,422	−400	TRIM
128	Beacon Pointe Advisors, LLC	$10.0M	91,418	+134	ADD
129	Chevy Chase Trust Holdings, LLC	$10.0M	91,207	−5,066	TRIM
130	GREAT LAKES ADVISORS, LLC	$9.4M	85,950	+22,302	ADD
131	Universal- Beteiligungs- und Servicegesellschaft mbH	$9.4M	85,334	−3,746	TRIM
132	SCOTIA CAPITAL INC.	$9.3M	84,465	+1,300	ADD
133	Federation des caisses Desjardins du Quebec	$9.2M	84,095	+13,350	ADD
134	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$9.2M	83,790	−2,925	TRIM
135	Ironvine Capital Partners, LLC	$9.1M	83,330	0	NO CHANGE
136	NOMURA ASSET MANAGEMENT CO LTD	$8.8M	80,597	+9,118	ADD
137	Tredje AP-fonden	$8.8M	80,538	+60,178	ADD
138	Asset Management One Co., Ltd.	$8.7M	79,775	−2,762	TRIM
139	Calamos Advisors LLC	$8.7M	79,396	0	NO CHANGE
140	MONIMUS CAPITAL MANAGEMENT, LP	$8.7M	79,163	+37,911	ADD
141	Mariner, LLC	$8.6M	78,088	+33,820	ADD
142	RAYMOND JAMES FINANCIAL INC	$8.4M	77,033	−30,594	TRIM
143	Wealthfront Advisers LLC	$8.4M	76,985	+9,288	ADD
144	L2 Asset Management, LLC	$8.1M	73,966	+13,300	ADD
145	CI INVESTMENTS INC.	$8.1M	73,830	+366	ADD
146	KLP KAPITALFORVALTNING AS	$8.1M	73,543	+1,800	ADD
147	MetLife Investment Management, LLC	$7.8M	71,641	−7,546	TRIM
148	SEB Asset Management AB	$7.8M	71,003	—	NO PRIOR
149	Cinctive Capital Management LP	$7.7M	70,484	+70,484	NEW
150	Empire Life Investments Inc.	$7.6M	69,985	−79,508	TRIM
151	State of New Jersey Common Pension Fund D	$7.3M	66,461	−2,069	TRIM
152	Edgestream Partners, L.P.	$7.3M	66,389	+26,949	ADD
153	LPL Financial LLC	$7.3M	66,273	−181,699	TRIM
154	Swiss Life Asset Management Ltd	$7.2M	66,071	+44,631	ADD
155	Savoir Faire Capital Management, L.P.	$6.8M	62,389	+13,187	ADD
156	FULLER & THALER ASSET MANAGEMENT, INC.	$6.4M	58,233	−172,679	TRIM
157	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.4M	58,037	+29,750	ADD
158	Resona Asset Management Co.,Ltd.	$6.3M	58,120	−3	TRIM
159	Zurcher Kantonalbank (Zurich Cantonalbank)	$6.2M	56,909	−64,628	TRIM
160	New Age Alpha Advisors, LLC	$6.2M	56,263	−2,061	TRIM
161	Ethic Inc.	$6.2M	56,174	+908	ADD
162	CREDIT AGRICOLE S A	$6.1M	55,628	−10,252	TRIM
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$6.0M	54,665	−3,317	TRIM
164	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.9M	53,969	−1,400	TRIM
165	CIBC WORLD MARKET INC.	$5.9M	53,719	−24,747	TRIM
166	CIBC Bancorp USA Inc.	$5.8M	53,316	—	NO PRIOR
167	Cerity Partners LLC	$5.8M	52,819	+5,145	ADD
168	Arizona State Retirement System	$5.6M	51,332	−1,801	TRIM
169	Czech National Bank	$5.5M	50,366	+347	ADD
170	Creative Planning	$5.3M	48,545	+5,533	ADD
171	Westerkirk Capital Inc.	$5.2M	47,370	+2,400	ADD
172	CIBC Asset Management Inc	$5.0M	45,212	−291	TRIM
173	NISA INVESTMENT ADVISORS, LLC	$4.8M	43,849	−704	TRIM
174	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.7M	43,079	−1,044	TRIM
175	IMC-Chicago, LLC	$4.5M	41,299	+41,299	NEW
176	AXQ CAPITAL, LP	$4.5M	40,743	+40,743	NEW
177	OPPENHEIMER ASSET MANAGEMENT INC.	$4.5M	40,731	−16,245	TRIM
178	Pathstone Holdings, LLC	$4.4M	40,219	−2,511	TRIM
179	LAZARD ASSET MANAGEMENT LLC	$4.3M	39,380	+5,280	ADD
180	Retirement Systems of Alabama	$4.3M	39,272	−1,082	TRIM
181	IFM Investors Pty Ltd	$4.3M	39,090	+125	ADD
182	Crossmark Global Holdings, Inc.	$4.3M	38,869	—	NO PRIOR
183	DnB Asset Management AS	$4.2M	38,640	+497	ADD
184	Daiwa Securities Group Inc.	$4.1M	37,662	−331	TRIM
185	LBP AM SA	$4.1M	37,594	−49,085	TRIM
186	Summit Trail Advisors, LLC	$4.1M	37,382	+12,760	ADD
187	FIRST TRUST ADVISORS LP	$4.1M	37,271	−4,519	TRIM
188	Mirae Asset Global Investments Co., Ltd.	$4.1M	37,076	+3,661	ADD
189	FIFTH THIRD BANCORP	$4.0M	36,113	+23,622	ADD
190	ProShare Advisors LLC	$3.8M	34,934	−1,965	TRIM
191	Engineers Gate Manager LP	$3.8M	34,879	+13,762	ADD
192	Woodbridge CO LTD	$3.8M	34,367	0	NO CHANGE
193	Aware Super Pty Ltd as trustee of Aware Super	$3.7M	33,820	—	NO PRIOR
194	XPONANCE LLC	$3.7M	33,698	+4,418	ADD
195	LOUISBOURG INVESTMENTS INC.	$3.7M	41,631	+2,540	ADD
196	Compton Wealth Advisory Group, LLC	$3.6M	33,413	0	NO CHANGE
197	BROWN ADVISORY INC	$3.6M	33,124	−1,797	TRIM
198	Graham Capital Management, L.P.	$3.6M	32,575	+641	ADD
199	ASR Vermogensbeheer N.V.	$3.5M	31,891	+900	ADD
200	First International Bank of Israel Ltd.	$3.4M	31,409	+1,662	ADD
201	NEOS Investment Management LLC	$3.4M	30,657	+1,989	ADD
202	Utah Retirement Systems	$3.3M	30,533	−1,794	TRIM
203	INTREPID CAPITAL MANAGEMENT INC	$3.3M	30,389	+1,175	ADD
204	Caprock Group, LLC	$3.3M	30,105	+11,280	ADD
205	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$3.3M	30,000	0	NO CHANGE
206	ESSEX INVESTMENT MANAGEMENT CO LLC	$3.2M	29,614	−2,163	TRIM
207	Twin Tree Management, LP	$3.2M	29,422	+29,422	NEW
208	Strategic Global Advisors, LLC	$3.2M	29,391	+29,391	NEW
209	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.2M	29,258	+5,178	ADD
210	Wilmington Savings Fund Society, FSB	$3.1M	28,657	−7,407	TRIM
211	Fisher Funds Management LTD	$3.1M	28,626	0	NO CHANGE
212	MERCER GLOBAL ADVISORS INC /ADV	$3.1M	28,596	+16,330	ADD
213	TWO SIGMA INVESTMENTS, LP	$3.0M	27,760	−9,865	TRIM
214	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.0M	27,638	+30	ADD
215	Tidal Investments LLC	$3.0M	27,594	+7,276	ADD
216	Candriam S.C.A.	$3.0M	27,289	−1,124	TRIM
217	Broyhill Asset Management, LLC	$3.0M	27,022	−7,618	TRIM
218	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.9M	26,838	0	NO CHANGE
219	Rakuten Investment Management, Inc.	$2.9M	27,644	+2,518	ADD
220	USS Investment Management Ltd	$2.9M	26,297	+2,879	ADD
221	PATTON FUND MANAGEMENT, INC.	$2.9M	26,167	−44,527	TRIM
222	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.9M	26,037	−8,294	TRIM
223	Orion Porfolio Solutions, LLC	$2.8M	25,335	−790	TRIM
224	OMERS ADMINISTRATION Corp	$2.8M	25,290	+7,000	ADD
225	CenterBook Partners LP	$2.8M	25,288	+12,266	ADD
226	Vanguard Personalized Indexing Management, LLC	$2.7M	24,806	−495	TRIM
227	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.7M	24,699	−271	TRIM
228	CWM, LLC	$2.7M	24,415	+6,058	ADD
229	PRUDENTIAL PLC	$2.7M	24,240	0	NO CHANGE
230	Cetera Investment Advisers	$2.6M	24,153	+2,733	ADD
231	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.6M	28,642	+4,380	ADD
232	Bridgewater Associates, LP	$2.6M	23,837	+11,423	ADD
233	COMMONWEALTH EQUITY SERVICES, LLC	$2.6M	23,721	−6,325	TRIM
234	North Dakota State Investment Board	$2.6M	23,370	−2,117	TRIM
235	UniSuper Management Pty Ltd	$2.5M	22,818	−42	TRIM
236	EVOLVE PRIVATE WEALTH, LLC	$2.5M	22,468	+20,498	ADD
237	Horrell Capital Management, Inc.	$2.4M	22,337	−1,993	TRIM
238	STIFEL FINANCIAL CORP	$2.4M	22,220	+4,086	ADD
239	YOUSIF CAPITAL MANAGEMENT, LLC	$2.4M	22,198	−1,621	TRIM
240	Owlhouse Capital LP	$2.4M	22,023	−2,477	TRIM
241	BANK OF NOVA SCOTIA	$2.4M	21,989	−3,530	TRIM
242	Sterling Capital Management LLC	$2.4M	21,881	−4,294	TRIM
243	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.4M	21,564	−5,333	TRIM
244	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.3M	21,228	−500	TRIM
245	Connor, Clark & Lunn Investment Management Ltd.	$2.3M	21,137	+21,137	NEW
246	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.3M	21,071	+17,425	ADD
247	Radnor Capital Management, LLC	$2.3M	20,583	−1,075	TRIM
248	HENNESSY ADVISORS INC	$2.2M	20,500	+20,500	NEW
249	Summit Financial, LLC	$2.2M	20,458	+20,458	NEW
250	OCCUDO QUANTITATIVE STRATEGIES LP	$2.2M	22,902	−1,836	TRIM
251	Avanza Fonder AB	$2.2M	20,194	0	NO CHANGE
252	OP Asset Management Ltd	$2.2M	19,947	—	NO PRIOR
253	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.2M	19,677	−699	TRIM
254	PenderFund Capital Management Ltd.	$2.0M	18,530	0	NO CHANGE
255	Elo Mutual Pension Insurance Co	$2.0M	18,180	+18,180	NEW
256	Oak Thistle LLC	$2.0M	18,088	+13,868	ADD
257	RITHOLTZ WEALTH MANAGEMENT	$2.0M	17,971	+10,153	ADD
258	HighTower Advisors, LLC	$1.9M	17,214	−11,711	TRIM
259	Rockefeller Capital Management L.P.	$1.8M	16,374	−74,075	TRIM
260	TD Waterhouse Canada Inc.	$1.8M	16,325	+2,066	ADD
261	Jefferies Financial Group Inc.	$1.7M	15,903	−214	TRIM
262	Balefire, LLC	$1.7M	15,736	+289	ADD
263	AIGEN INVESTMENT MANAGEMENT, LP	$1.7M	15,341	+15,341	NEW
264	III Capital Management	$1.7M	15,102	+15,102	NEW
265	BALYASNY ASSET MANAGEMENT L.P.	$1.6M	14,961	+12,122	ADD
266	Osmosis Investment Management UK Ltd	$1.6M	14,903	+5,501	ADD
267	Bellwether Advisors, LLC	$1.6M	14,557	−8,104	TRIM
268	NorthRock Partners, LLC	$1.6M	14,328	−1	TRIM
269	Fideuram Asset Management (Ireland) dac	$1.6M	11,047	+10,869	ADD
270	Magnetar Financial LLC	$1.5M	14,393	−5,217	TRIM
271	DIVERSIFIED MANAGEMENT INC	$1.5M	13,886	+13,886	NEW
272	Meiji Yasuda Asset Management Co Ltd.	$1.5M	13,830	+12,062	ADD
273	Investment Management Corp of Ontario	$1.5M	13,527	−9,610	TRIM
274	RENAISSANCE TECHNOLOGIES LLC	$1.5M	13,300	−191,403	TRIM
275	Rafferty Asset Management, LLC	$1.5M	13,289	−5,537	TRIM
276	LFG Wealth Partners, LLC	$1.4M	12,900	+12,900	NEW
277	JANE STREET GROUP, LLC	$1.4M	12,719	+2,472	ADD
278	M&T BANK CORP	$1.4M	12,675	−275	TRIM
279	Integrated Quantitative Investments LLC	$1.4M	12,661	+10,523	ADD
280	Sequoia Financial Advisors, LLC	$1.4M	12,630	+1,259	ADD
281	CAPSTONE INVESTMENT ADVISORS, LLC	$1.4M	12,481	+4,550	ADD
282	Vident Advisory, LLC	$1.4M	12,335	+3,197	ADD
283	Y-Intercept (Hong Kong) Ltd	$1.3M	12,176	+9,051	ADD
284	TWIN CAPITAL MANAGEMENT INC	$1.3M	11,716	+1	ADD
285	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.3M	11,619	+4,121	ADD
286	Clearstead Advisors, LLC	$1.3M	11,534	−795	TRIM
287	OSAIC HOLDINGS, INC.	$1.3M	11,465	−2,792	TRIM
288	MIZUHO SECURITIES USA LLC	$1.2M	11,180	−2,632	TRIM
289	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$1.2M	11,068	−11,001	TRIM
290	Norinchukin Bank, The	$1.2M	10,738	−340	TRIM
291	HARTFORD INVESTMENT MANAGEMENT CO	$1.2M	10,580	−395	TRIM
292	MONEY CONCEPTS CAPITAL CORP	$1.1M	10,453	+13	ADD
293	Nicholas Wealth, LLC.	$1.1M	10,257	−861	TRIM
294	AG2R LA MONDIALE GESTION D'ACTIFS	$1.1M	10,119	−153	TRIM
295	CAXTON ASSOCIATES LLP	$1.1M	9,865	+9,865	NEW
296	Parrish Capital LLC	$1.0M	9,579	—	NO PRIOR
297	Maryland State Retirement & Pension System	$1.0M	9,322	−551	TRIM
298	Banque Cantonale Vaudoise	$997K	9,107	−5,467	TRIM
299	ABN AMRO INVESTMENT SOLUTIONS	$983K	8,974	+694	ADD
300	AGP FRANKLIN, LLC	$981K	8,961	0	NO CHANGE
301	Allspring Global Investments Holdings, LLC	$981K	9,024	+278	ADD
302	BOOTHBAY FUND MANAGEMENT, LLC	$964K	8,800	+6,681	ADD
303	QUADRANT CAPITAL GROUP LLC	$958K	8,747	+56	ADD
304	TOKIO MARINE ASSET MANAGEMENT CO LTD	$957K	8,737	+303	ADD
305	Vontobel Holding Ltd.	$943K	8,613	+260	ADD
306	&PARTNERS	$943K	8,198	+264	ADD
307	XTX Topco Ltd	$927K	8,462	+8,462	NEW
308	EDMOND DE ROTHSCHILD HOLDING S.A.	$926K	8,452	0	NO CHANGE
309	Metis Global Partners, LLC	$917K	8,371	−1,484	TRIM
310	Signal Advisors Wealth, LLC	$914K	8,345	+8,345	NEW
311	Laird Norton Wetherby Trust Company, LLC	$910K	8,310	−55	TRIM
312	Aster Capital Management (DIFC) Ltd	$890K	11,855	+11,855	NEW
313	VCI Wealth Management LLC	$858K	7,836	+7,836	NEW
314	BURNEY CO/	$839K	7,663	+145	ADD
315	E. Ohman J:or Asset Management AB	$832K	7,600	0	NO CHANGE
316	MUFG Securities EMEA plc	$830K	7,582	−194	TRIM
317	Meiji Yasuda Life Insurance Co	$830K	7,580	+3,580	ADD
318	CHICAGO TRUST Co NA	$828K	7,560	+807	ADD
319	Inscription Capital, LLC	$826K	7,547	+3,081	ADD
320	COMMERCE BANK	$822K	7,503	+68	ADD
321	Verdence Capital Advisors LLC	$811K	7,406	+7,406	NEW
322	Savant Capital, LLC	$808K	7,381	+3,715	ADD
323	Empirical Finance, LLC	$802K	7,325	−26	TRIM
324	Bedell Frazier Investment Counselling, LLC	$789K	7,208	+284	ADD
325	Bayesian Capital Management, LP	$767K	7,000	+7,000	NEW
326	Saudi Central Bank	$764K	6,973	+6,973	NEW
327	MATTERN CAPITAL MANAGEMENT, LLC	$750K	6,853	−6,696	TRIM
328	Lifeworks Advisors, LLC	$747K	6,819	−1,039	TRIM
329	Blackstone Inc.	$741K	6,769	+6,769	NEW
330	AIMZ Investment Advisors, LLC	$736K	6,720	0	NO CHANGE
331	Kestra Investment Management, LLC	$731K	6,678	−3,012	TRIM
332	PRINCIPAL SECURITIES, INC.	$716K	6,535	−599	TRIM
333	EADS & HEALD WEALTH MANAGEMENT	$702K	6,406	+306	ADD
334	Kathmere Capital Management, LLC	$698K	6,374	+3,276	ADD
335	Callahan Advisors, LLC	$697K	6,365	+400	ADD
336	Chemistry Wealth Management LLC	$690K	6,302	−4,308	TRIM
337	HB Wealth Management, LLC	$681K	6,216	+1,453	ADD
338	QRG CAPITAL MANAGEMENT, INC.	$681K	6,216	+52	ADD
339	INCEPTIONR LLC	$669K	6,113	+6,113	NEW
340	Merit Financial Group, LLC	$652K	5,954	+600	ADD
341	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$648K	5,918	−143	TRIM
342	Prospera Financial Services Inc	$647K	5,910	−1,584	TRIM
343	Kestra Advisory Services, LLC	$628K	5,737	+1,293	ADD
344	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$621K	5,669	+5,669	NEW
345	Gerald Baker Financial Group LLC	$617K	5,637	—	NO PRIOR
346	Chicago Partners Investment Group LLC	$617K	6,053	+3,957	ADD
347	Atom Investors LP	$616K	5,624	+5,624	NEW
348	FOX RUN MANAGEMENT, L.L.C.	$615K	5,819	+2,856	ADD
349	ELEVATION POINT WEALTH PARTNERS, LLC	$615K	5,616	+5,616	NEW
350	Brooklyn Investment Group	$607K	5,544	+1,183	ADD
351	TEACHER RETIREMENT SYSTEM OF TEXAS	$600K	5,479	−962	TRIM
352	STRATEGY ASSET MANAGERS LLC	$597K	5,450	+5,450	NEW
353	TRUIST FINANCIAL CORP	$596K	5,438	−232	TRIM
354	Lido Advisors, LLC	$590K	5,386	−705	TRIM
355	CWA Asset Management Group, LLC	$589K	5,376	+148	ADD
356	Bridgefront Capital, LLC	$584K	5,329	+5,329	NEW
357	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$582K	5,311	−68	TRIM
358	Stonebridge Financial Group, LLC	$561K	5,119	+1,514	ADD
359	MUFG SECURITIES AMERICAS INC.	$560K	5,117	+7	ADD
360	INTACT INVESTMENT MANAGEMENT INC.	$559K	5,100	+5,100	NEW
361	Tower Research Capital LLC (TRC)	$557K	5,083	+2,373	ADD
362	Sanctuary Advisors, LLC	$554K	5,059	−301	TRIM
363	SECURIAN ASSET MANAGEMENT, INC	$549K	5,016	−142	TRIM
364	AGF MANAGEMENT LTD	$548K	5,000	+5,000	NEW
365	Squarepoint Ops LLC	$538K	4,916	−139	TRIM
366	Kera Capital Partners, Inc.	$533K	4,869	+1,520	ADD
367	Ascent Group, LLC	$530K	4,840	+2,197	ADD
368	Vestmark Advisory Solutions, Inc.	$527K	4,808	−685	TRIM
369	B. Metzler seel. Sohn & Co. AG	$525K	4,796	−224	TRIM
370	Numerai GP LLC	$512K	4,675	+2,054	ADD
371	Snowden Capital Advisors LLC	$511K	4,664	+99	ADD
372	NewEdge Advisors, LLC	$510K	4,660	+4,660	NEW
373	Pallas Capital Advisors LLC	$496K	4,528	−493	TRIM
374	NorthCrest Asset Manangement, LLC	$486K	4,483	−1,465	TRIM
375	1832 Asset Management L.P.	$484K	4,421	−18,207	TRIM
376	Limestone Investment Advisors LP	$479K	4,370	+4,370	NEW
377	Wedmont Private Capital	$476K	4,509	+1,393	ADD
378	Dai-ichi Life Insurance Company, Ltd	$476K	4,344	−12,000	TRIM
379	Cresset Asset Management, LLC	$475K	4,337	+919	ADD
380	MAI Capital Management	$464K	4,236	+1,495	ADD
381	SteelPeak Wealth, LLC	$463K	4,229	+4,229	NEW
382	MONTAG A & ASSOCIATES INC	$457K	4,176	0	NO CHANGE
383	EP Wealth Advisors, LLC	$449K	4,098	+761	ADD
384	COLDSTREAM CAPITAL MANAGEMENT INC	$447K	4,081	−143	TRIM
385	LOWE BROCKENBROUGH & CO INC	$438K	4,000	−1	TRIM
386	Ballentine Partners, LLC	$438K	3,996	−59	TRIM
387	SIGNATUREFD, LLC	$435K	3,970	+22	ADD
388	JOHNSON INVESTMENT COUNSEL INC	$432K	3,941	+270	ADD
389	Focus Partners Advisor Solutions, LLC	$428K	3,911	−3,063	TRIM
390	Private Advisor Group, LLC	$425K	3,877	+74	ADD
391	Unified Investment Management	$419K	3,823	−95	TRIM
392	Riverwater Partners LLC	$409K	3,731	+1	ADD
393	Independent Advisor Alliance	$403K	3,683	−184	TRIM
394	Vise Technologies, Inc.	$403K	3,276	0	NO CHANGE
395	Cynosure Group, LLC	$401K	3,658	+3,658	NEW
396	Baker Avenue Asset Management, LP	$399K	3,642	+3,642	NEW
397	DAVENPORT & Co LLC	$397K	3,626	+133	ADD
398	Concurrent Investment Advisors, LLC	$382K	3,492	+998	ADD
399	Waverly Advisors, LLC	$378K	3,448	+183	ADD
400	Checchi Capital Advisers, LLC	$377K	3,447	+496	ADD
401	OneDigital Investment Advisors LLC	$376K	3,433	−1,258	TRIM
402	RHS Financial, LLC	$372K	3,400	+456	ADD
403	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$367K	3,354	+1,513	ADD
404	Lombard Odier Asset Management (Switzerland) SA	$361K	3,294	+3,294	NEW
405	LVW Advisors, LLC	$359K	3,278	+3,278	NEW
406	Exit Wealth Advisors, LLC.	$358K	3,266	+3,266	NEW
407	Fieldview Capital Management, LLC	$351K	3,207	+3,207	NEW
408	EVERGREEN CAPITAL MANAGEMENT LLC	$351K	3,203	+364	ADD
409	Clearstead Trust, LLC	$345K	3,149	0	NO CHANGE
410	EVOKE WEALTH, LLC	$343K	3,132	+4	ADD
411	Compound Planning, Inc.	$341K	3,117	+86	ADD
412	MML INVESTORS SERVICES, LLC	$333K	3,042	−649	TRIM
413	Parallax Volatility Advisers, L.P.	$332K	3,200	+3,200	NEW
414	Equitable Holdings, Inc.	$330K	2,738	+2,738	NEW
415	GUGGENHEIM CAPITAL LLC	$327K	2,989	−763	TRIM
416	Jacobs Equity LLC	$323K	2,950	−500	TRIM
417	Lansforsakringar Fondforvaltning AB (publ)	$319K	2,912	+2,912	NEW
418	AVENIR CORP	$313K	2,860	0	NO CHANGE
419	EQUITY INVESTMENT CORP	$313K	2,854	−5,645	TRIM
420	Sivia Capital Partners, LLC	$310K	2,830	+2,830	NEW
421	CIDEL ASSET MANAGEMENT INC	$310K	2,829	+73	ADD
422	Centiva Capital, LP	$309K	2,825	+2,825	NEW
423	Optas, LLC	$307K	2,803	+2,803	NEW
424	Cambria Investment Management, L.P.	$305K	2,781	+2,781	NEW
425	Topsail Wealth Management, LLC	$303K	2,768	0	NO CHANGE
426	Callan Family Office, LLC	$299K	2,729	−102	TRIM
427	Dana Investment Advisors, Inc.	$299K	2,728	0	NO CHANGE
428	PRELUDE CAPITAL MANAGEMENT, LLC	$299K	2,727	+2,727	NEW
429	Siemens Fonds Invest GmbH	$298K	2,720	−47	TRIM
430	Claro Advisors Inc.	$297K	2,716	+2,716	NEW
431	MGO ONE SEVEN LLC	$297K	2,709	−185	TRIM
432	Plato Investment Management Ltd	$293K	2,673	0	NO CHANGE
433	GATEWAY INVESTMENT ADVISERS LLC	$285K	2,604	+2,604	NEW
434	PROFUND ADVISORS LLC	$279K	2,546	+144	ADD
435	Cornerstone Investment Partners, LLC	$279K	2,544	+113	ADD
436	Counterpoint Mutual Funds LLC	$278K	2,538	−24,866	TRIM
437	BLAIR WILLIAM & CO/IL	$276K	2,524	−4,121	TRIM
438	Mediolanum International Funds Ltd	$275K	2,604	−45,942	TRIM
439	Financiere des Professionnels - Fonds d'investissement inc.	$272K	2,482	+2,482	NEW
440	WADDELL & ASSOCIATES, LLC	$270K	2,463	+2,463	NEW
441	Estate Planners Group, LLC	$268K	2,444	—	NO PRIOR
442	CHOREO, LLC	$267K	2,438	+47	ADD
443	HUB Investment Partners, LLC	$265K	2,417	+2,417	NEW
444	Wealthspire Advisors, LLC	$264K	2,409	−1,639	TRIM
445	GTS SECURITIES LLC	$262K	2,394	+2,394	NEW
446	UMB Bank, n.a.	$260K	2,370	+148	ADD
447	Apollon Wealth Management, LLC	$256K	2,342	+2,342	NEW
448	FIDUCIARY TRUST CO	$256K	2,333	+16	ADD
449	PEAK6 LLC	$252K	2,299	+2,299	NEW
450	Bridgewater Advisors Inc.	$250K	3,641	+213	ADD
451	1ST SOURCE BANK	$250K	2,280	+8	ADD
452	Capital Investment Advisory Services, LLC	$248K	2,269	−1,042	TRIM
453	Platform Technology Partners	$246K	2,249	+2,249	NEW
454	Allworth Financial LP	$244K	2,229	+1,244	ADD
455	XXI WEALTH, LLC	$244K	2,227	+2,227	NEW
456	KESTRA PRIVATE WEALTH SERVICES, LLC	$242K	2,211	−20	TRIM
457	Bryn Mawr Trust Advisors, LLC	$242K	2,206	−1,087	TRIM
458	Pitcairn Wealth Advisors LLC	$241K	1,960	+96	ADD
459	STANCE CAPITAL LLC	$240K	2,190	+2,190	NEW
460	Fifth Third Wealth Advisors LLC	$239K	2,187	+27	ADD
461	Optiver Holding B.V.	$237K	2,160	+694	ADD
462	Odyssean, LLC	$236K	2,158	+2,158	NEW
463	EXCHANGE TRADED CONCEPTS, LLC	$235K	2,145	+485	ADD
464	PANAGORA ASSET MANAGEMENT INC	$233K	2,124	+79	ADD
465	CITIZENS FINANCIAL GROUP INC/RI	$223K	2,032	+168	ADD
466	TEMA ETFS LLC	$222K	2,031	+7	ADD
467	SAGESPRING WEALTH PARTNERS, LLC	$222K	2,030	+2,030	NEW
468	Wealth Management Associates, Inc.	$219K	2,000	0	NO CHANGE
469	SouthState Bank Corp	$217K	1,982	−28	TRIM
470	GREENLEAF TRUST	$217K	1,979	−15	TRIM
471	BCS Private Wealth Management, Inc.	$214K	1,950	0	NO CHANGE
472	Scientech Research LLC	$212K	1,932	+1,932	NEW
473	Three Seasons Wealth, LLC	$211K	1,930	+1,930	NEW
474	Astoria Portfolio Advisors LLC.	$210K	2,145	+333	ADD
475	Blueshift Asset Management, LLC	$210K	1,914	−450	TRIM
476	BSW Wealth Partners	$208K	1,899	+103	ADD
477	Bragg Financial Advisors, Inc	$206K	1,885	+10	ADD
478	PARSONS CAPITAL MANAGEMENT INC/RI	$201K	1,838	0	NO CHANGE
479	Tull Financial Group, Inc.	$201K	1,831	0	NO CHANGE
480	Institute for Wealth Management, LLC.	$200K	1,828	−3	TRIM
481	Steward Partners Investment Advisory, LLC	$200K	1,828	+8	ADD
482	Deseret Mutual Benefit Administrators	$192K	1,749	+541	ADD
483	Ameritas Investment Partners, Inc.	$186K	1,698	0	NO CHANGE
484	CrossGen Wealth, LLC	$171K	1,561	0	NO CHANGE
485	Livforsakringsbolaget Skandia, Omsesidigt	$166K	1,512	0	NO CHANGE
486	Arax Advisory Partners	$163K	1,488	+1,176	ADD
487	PRIVATE TRUST CO NA	$160K	1,464	+12	ADD
488	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$157K	1,433	+739	ADD
489	Provenance Wealth Advisors, LLC	$156K	1,424	+1,424	NEW
490	Geneos Wealth Management Inc.	$148K	1,352	−225	TRIM
491	OSLO PENSJONSFORSIKRING AS	$137K	1,247	—	NO PRIOR
492	EVERMAY WEALTH MANAGEMENT LLC	$121K	1,105	0	NO CHANGE
493	Paladin Advisory Group, LLC	$117K	1,071	0	NO CHANGE
494	MV CAPITAL MANAGEMENT, INC.	$114K	1,037	+933	ADD
495	SUMMIT SECURITIES GROUP LLC	$113K	1,031	−252	TRIM
496	ASSETMARK, INC	$108K	987	+1	ADD
497	S.A. Mason LLC	$105K	959	+6	ADD
498	Pflug Koory, LLC	$79.4K	725	0	NO CHANGE
499	Cromwell Holdings LLC	$76.5K	699	0	NO CHANGE
500	MATHER GROUP, LLC.	$74.1K	677	+677	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · DLTR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $15K–$50K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Bridgewater Associates, Caxton Associates $47.2M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · DOLLAR TREE INC

Merged timeline of congressional filings and notable-manager moves on DLTR
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	SELL	$15K–$50K
2026-05-15	Gotham Asset Management 13F	ADD	+133,424 sh
2026-05-15	Bridgewater Associates 13F	ADD	+11,423 sh
2026-05-14	Caxton Associates 13F	NEW	+9,865 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

15 members of Congress disclosed DLTR — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).