Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dollar Tree Inc (DLTR)

849 + Investors. Track Smart Money conviction in DLTR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
6Q ▲
Buyers last Q
53%

Smart Money Signals — DLTR

Based on 855 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added DLTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
855 hedge funds hold DLTR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+145 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

451 buying396 selling
Last quarter: 451 funds bought or added vs 396 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-37 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 164 → 109 → 174 → 137. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
535 out of 855 hedge funds have held DLTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

115 → 164 → 109 → 174 → 137 new funds/Q
New funds entering each quarter: 164 → 109 → 174 → 137. A growing number of institutions are discovering DLTR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Entry-cohort mix of 901 holders: 613 (68%) are 2+ year veterans, 69 entered 1–2 years ago, and 219 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
64 of 848 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DLTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DLTR

In 2026 Q1, 451 hedge funds were net buyers of DLTR (137 opened a new position, 314 added to an existing one), while 396 reduced or exited (279 trimmed, 117 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in DLTR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 855.

Hedge Fund Ownership: DLTR

How many hedge funds hold DLTR — quarterly history vs. share price
Quarterly hedge fund ownership of DLTR vs. share price

Market Analysis: DLTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DLTR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Dollar Tree Inc (DLTR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DLTR has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
DLTR
+3.6%
XLP
+0.9%

DLTR outperformed XLP by +2.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
DLTR
+26.6%
XLP
-2.2%

Since the filing became public, DLTR outperformed XLP by +28.8% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 5 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: DLTR
849 + Investors

Track Smart Money conviction in DLTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 849 835 1.68%
13F Shares 213M 228M -6.56%
Total Value $21.50B $26.75B -19.64%
New Positions 133 174 -41
Increased Positions 297 240 +57
Closed Positions 119 105 +14
Reduced Positions 270 293 -23
Total Calls 22 31 -29.03%
Total Puts 30 33 -9.09%
PUT/CALL Ratio 1.36 1.06 Bearish

Statistics: DLTR

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Institutional Holders (2026 Q1)

849 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DLTR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DLTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mantle Ridge LP 100.00% 12,104,393 $1.33B
2 EdgePoint Investment Group Inc. 7.29% 8,306,467 $909.6M
3 Semper Augustus Investments Group LLC 6.72% 513,485 $56.2M
4 Belfer Management LLC 4.35% 2,374 $260K
5 Savoir Faire Capital Management, L.P. 4.13% 62,389 $6.8M
6 Owlhouse Capital LP 3.20% 22,023 $2.4M
7 Broyhill Asset Management, LLC 2.73% 27,022 $3.0M
8 Monimus Capital Management, LP 2.40% 79,163 $8.7M
9 Live Oak Private Wealth LLC 2.28% 149,182 $16.3M
10 Kirr Marbach & Co LLC /In/ 2.08% 104,125 $11.4M
11 Mondrian Investment Partners LTD 1.66% 1,014,669 $111.1M
12 London Co of Virginia 1.55% 2,300,205 $251.9M
13 Fiduciary Management Inc /Wi/ 1.45% 1,067,313 $116.9M
14 Nomura Holdings Inc 1.42% 4,901,940 $536.8M
15 Intrepid Capital Management Inc 1.28% 30,389 $3.3M
16 Horrell Capital Management, Inc. 1.11% 22,337 $2.4M
17 Parrish Capital LLC 1.04% 9,350 $1.2M
18 First International Bank of Israel Ltd. 1.01% 31,409 $3.4M
19 Ironvine Capital Partners, LLC 1.00% 83,330 $9.1M
20 Bayesian Capital Management, LP 0.94% 7,000 $767K
21 Hanseatic Management Services Inc 0.91% 8,672 $950K
22 Mizuho Markets Americas LLC 0.90% 300,000 $32.9M
23 LFG Wealth Partners, LLC 0.85% 12,900 $1.4M
24 Compton Wealth Advisory Group, LLC 0.81% 33,413 $3.6M
25 Nicholas Wealth, LLC. 0.78% 10,257 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dollar Tree Inc (DLTR)

What does the Smart Money Trend signal show for DLTR?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added DLTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DLTR?

Slight buying edge — 53% buying: Last quarter: 451 funds bought or added vs 396 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DLTR holders?

Elite ownership — 47% AUM from top-100 funds: 64 of 848 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DLTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DLTR?

63% of holders stayed for 2+ years: 535 out of 855 hedge funds have held DLTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Dollar Tree Inc (DLTR) following the 2026 Q1 hedge fund 13F filings?

As of today, DLTR has moved +26.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -2.2% for the XLP sector ETF — an outperformance of +28.8%. Since the quarter end (March 31, 2026), DLTR has gained +3.6% vs +0.9% for XLP. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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