Who holds DLTRticker 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 ↗

681

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$19.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

347

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Sale	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

15 members of Congress disclosed DLTR — the congressional view ↗