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5%+ stakes · Schedule 13D and 13G

Dollar Tree Inc: 5%+ holders

Who has reported owning 5% or more of Dollar Tree Inc, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more2
Filings13
Latest filing2026-08-06

Dollar Tree Inc has 13 Schedule 13D or 13G filings on record since 2025-07-15. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Fmr LLC13%24,922,005SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Capital Management7.1%14,010,221SCHEDULE 13G, 2026-04-292026-03-31
T. Rowe Price Associates, Inc.4.9%9,785,496SCHEDULE 13G/A, 2026-02-172025-12-31
EdgePoint Investment Group Inc.4.35%8,654,878SCHEDULE 13G/A, 2026-02-172025-12-31
Mantle Ridge LP0.1%209,944SCHEDULE 13D/A, 2026-06-252026-06-24
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13

Purpose of Transaction (Item 4)

Mantle Ridge LP

Item 4 is hereby amended and supplemented by the addition of the following: On June 24, 2026, based on elections made by the limited partners of the Mantle Ridge Funds, Mantle Ridge distributed in kind 10,476,108 shares of Common Stock to those of the Mantle Ridge limited partners of the Mantle Ridge Funds who elected to receive shares of Common Stock, of which 209,944 shares of Common Stock remain controlled by the general partner of the Mantle Ridge Funds. A portion of such shares of Common Stock comprised 602,170 shares of Common Stock obtained through the physical settlement, on June 24, 2026, by certain of the Mantle Ridge Funds of a portion of their Deemed PSF Agreements. Additionally, to facilitate the preference of those limited partners seeking cash, certain of the Mantle Ridge Funds sold, pursuant to Rule 144 under the Securities Act of 1933, as amended, an aggregate 2,230,455 shares of Common Stock at a price per share of $111.31. Substantially concurrently with the foregoing, the Mantle Ridge Funds terminated all of their remaining Deemed PSF Agreements, covering 934,341 shares of Common Stock, and their remaining Deemed CSF Agreements, covering 9,655,604 shares of Common Stock, in each case using a reference price per share of $111.31. Following the transactions described above, Paul Hilal will continue serving on the board of directors of the Issuer. Those shares that remain under his voting or dispositive control will remain subject to the disclosure, …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-06-25; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-07-15Mantle Ridge LP6.5%SCHEDULE 13D/A
2025-08-14EdgePoint Investment Group Inc.5.19%SCHEDULE 13G
2025-11-05Fmr LLC6.3%SCHEDULE 13G
2025-11-14T. Rowe Price Associates, Inc.5.1%SCHEDULE 13G
2026-02-05Fmr LLC8.1%SCHEDULE 13G/A
2026-02-17T. Rowe Price Associates, Inc.4.9%SCHEDULE 13G/A
2026-02-17EdgePoint Investment Group Inc.4.35%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.1%SCHEDULE 13G
2026-05-06Fmr LLC9.9%SCHEDULE 13G/A
2026-05-07Fmr LLC10.7%SCHEDULE 13G/A
2026-06-25Mantle Ridge LP0.1%SCHEDULE 13D/A
2026-08-06Fmr LLC13%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/dollar-tree
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Dollar Tree Inc 5%+ holders: 2 at 5% or more, largest Fmr LLC 13%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/dollar-tree