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Dollar General Corp

DG
Exchange
NYSE
Industry
Retail-Variety Stores
SEC CIK
0000029534

In the last 90 days, Dollar General Corp insiders filed 0 open-market purchases and 1 sale; 1,134 institutions reported holding it in 13F filings for Q2 2026, worth $24.8B in total; superinvestors Markel Group and Semper Augustus hold it.

13F holders, Q2 2021

Institutional positions in Dollar General Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,148
−19 vs. Q1 2021
Shares held
215.7M
−643.0K (−0.3%) vs. Q1 2021
Total value
$46.7B
+$2.85B (+6.5%) vs. Q1 2021
New holders
98
430 more added
Sold out
117
454 more reduced

10 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 1,148 institutions
Q1 2021: 1,177 institutionsQ2 2021: 1,148 institutionsQ3 2021: 1,144 institutionsQ4 2021: 1,236 institutionsQ1 2022: 1,205 institutionsQ2 2022: 1,235 institutionsQ3 2022: 1,267 institutionsQ4 2022: 1,277 institutionsQ1 2023: 1,241 institutionsQ2 2023: 1,164 institutionsQ3 2023: 1,037 institutionsQ4 2023: 1,114 institutionsQ1 2024: 1,105 institutionsQ2 2024: 1,045 institutionsQ3 2024: 920 institutionsQ4 2024: 906 institutionsQ1 2025: 916 institutionsQ2 2025: 1,021 institutionsQ3 2025: 1,061 institutionsQ4 2025: 1,171 institutionsQ1 2026: 1,154 institutionsQ2 2026: 1,134 institutions
Value heldQ2 2021: $46.7B
Q1 2021: $43.9BQ2 2021: $46.7BQ3 2021: $45.9BQ4 2021: $51.9BQ1 2022: $47.5BQ2 2022: $51.5BQ3 2022: $49.5BQ4 2022: $50.4BQ1 2023: $42.6BQ2 2023: $34.3BQ3 2023: $20.8BQ4 2023: $27.6BQ1 2024: $31.8BQ2 2024: $27.1BQ3 2024: $17.3BQ4 2024: $15.7BQ1 2025: $18.3BQ2 2025: $23.5BQ3 2025: $21.7BQ4 2025: $28.7BQ1 2026: $25.8BQ2 2026: $24.8B
Institutions holding DG and their total value by quarter
QuarterHoldersValue
Q2 20261,134$24.8B
Q1 20261,154$25.8B
Q4 20251,171$28.7B
Q3 20251,061$21.7B
Q2 20251,021$23.5B
Q1 2025916$18.3B
Q4 2024906$15.7B
Q3 2024920$17.3B
Q2 20241,045$27.1B
Q1 20241,105$31.8B
Q4 20231,114$27.6B
Q3 20231,037$20.8B
Q2 20231,164$34.3B
Q1 20231,241$42.6B
Q4 20221,277$50.4B
Q3 20221,267$49.5B
Q2 20221,235$51.5B
Q1 20221,205$47.5B
Q4 20211,236$51.9B
Q3 20211,144$45.9B
Q2 20211,148$46.7B
Q1 20211,177$43.9B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q1 2021.

Institutions holding DG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Creative Financial Designs Inc168$36.0K0.01%00.0%Unchanged
Logan Capital Management Inc168$36.0K0.00%+168New
Itau Unibanco Holding S.A.166$36.0K0.00%+166New
Activest Wealth Management174$38.0K0.03%00.0%Unchanged
Global Retirement Partners, LLC178$39.0K0.00%+10+6.0%Added
South State Corp.187$40.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc186$40.0K0.01%+1+0.5%Added
Hartford Financial Management Inc.200$43.0K0.01%00.0%Unchanged
Mercer Capital Advisers, Inc.200$43.0K0.02%00.0%Unchanged
Tarbox Family Office, Inc.214$46.0K0.01%00.0%Unchanged
Glassman Wealth Services219$47.0K0.01%+19+9.5%Added
Rockbridge Investment Management, LCC221$48.0K0.01%+1+0.5%Added
Arcadia Investment Management Corp221$48.0K0.01%+21+10.5%Added
MUFG Americas Holdings Corp230$50.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC234$51.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC238$52.0K0.01%−100−29.6%Reduced
Brendel Financial Advisors LLC239$52.0K0.03%+239New
Montag A & Associates Inc244$53.0K0.00%−156−39.0%Reduced
Field & Main Bank250$54.0K0.03%00.0%Unchanged
Ancora Advisors, LLC253$55.0K0.00%+171+208.5%Added
State of Wyoming268$58.0K0.04%−340−55.9%Reduced
Asset Dedication, LLC270$58.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC274$59.0K0.01%−15−5.2%Reduced
Larson Financial Group LLC274$59.0K0.01%00.0%Unchanged
North Star Investment Management Corp.275$60.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.281$61.0K0.01%−17−5.7%Reduced
Phoenix Wealth Advisors278$61.0K0.04%00.0%Unchanged
Fred Alger Management, LLC285$62.0K0.00%00.0%Unchanged
Ellis Investment Partners, LLC304$65.0K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC300$65.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors302$65.0K0.01%+144+91.1%Added
Global Financial Private Client, LLC306$66.7K0.04%00.0%Unchanged
Gradient Investments LLC321$69.0K0.00%−26,217−98.8%Reduced
Liberty Wealth Management LLC319$69.0K0.03%−154−32.6%Reduced
Parkside Financial Bank & Trust317$69.0K0.02%+20+6.7%Added
RPg Family Wealth Advisory, LLC321$69.5K0.03%+321New
Lindbrook Capital, LLC336$73.0K0.02%+7+2.1%Added
Washington Trust Co352$76.0K0.00%+90+34.4%Added
Asahi Life Asset Management Co., Ltd.350$76.0K0.01%+350New
Kistler-Tiffany Companies, LLC370$80.0K0.02%+26+7.6%Added
Trust Co of Vermont375$81.0K0.01%00.0%Unchanged
Heritage Wealth Advisors378$81.8K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC387$84.0K0.03%−5−1.3%Reduced
TFC Financial Management395$85.0K0.03%00.0%Unchanged
Sandy Spring Bank392$86.0K0.00%+54+16.0%Added
Castleview Partners, LLC399$86.0K0.04%+399New
Red Door Wealth Management, LLC401$86.0K0.03%+401New
Clearstead Advisors, LLC420$91.0K0.01%−1−0.2%Reduced
Private Capital Group, LLC436$94.0K0.02%+25+6.1%Added
Massmutual Trust Co FSB436$94.0K0.00%+410+1,576.9%Added
Patriot Financial Group Insurance Agency, LLC469$102.0K0.02%+52+12.5%Added
West Paces Advisors Inc.480$103.9K0.04%+20+4.3%Added
Bedel Financial Consulting, Inc.484$105.0K0.04%+178+58.2%Added
Smithfield Trust Co500$108.0K0.01%−337−40.3%Reduced
Security National Trust Co500$108.0K0.02%00.0%Unchanged
West Financial Advisors, LLC500$108.0K0.03%00.0%Unchanged
Selective Wealth Management, Inc.505$109.0K0.09%+205+68.3%Added
Stonebridge Financial Planning Group, LLC500$110.0K0.06%00.0%Unchanged
First Mercantile Trust Co511$111.0K0.01%−599−54.0%Reduced
Whittier Trust Co561$121.0K0.00%00.0%Unchanged
Heritage Wealth Management, LLC563$122.0K0.05%−25−4.3%Reduced
Cedar Wealth Management, LLC569$123.0K0.06%+1+0.2%Added
Annapolis Financial Services, LLC635$137.0K0.05%00.0%Unchanged
Gleason Group, Inc.637$138.0K0.05%+1+0.2%Added
Centaurus Financial, Inc.656$142.0K0.01%−31−4.5%Reduced
Birch Capital Management, LLC670$145.0K0.10%+670New
Leonteq Securities AG671$145.2K0.01%−1,385−67.4%Reduced
CX Institutional706$153.0K0.01%+155+28.1%Added
CWM, LLC711$154.0K0.00%00.0%Unchanged
Key Financial Inc685$159.0K0.09%+373+119.6%Added
Carroll Financial Associates, Inc.786$170.0K0.01%+38+5.1%Added
Ellevest, Inc.796$172.0K0.02%+355+80.5%Added
KB Financial Partners, LLC815$176.0K0.07%+802+6,169.2%Added
Tobam830$180.0K0.01%00.0%Unchanged
Kings Point Capital Management857$185.0K0.02%+355+70.7%Added
AdvisorNet Financial, Inc874$189.0K0.01%−28−3.1%Reduced
Optimum Investment Advisors900$195.0K0.06%00.0%Unchanged
Prestige Wealth Management Group LLC915$198.0K0.05%−249−21.4%Reduced
RFG Advisory, LLC930$201.0K0.02%+930New
First Horizon Advisors, Inc.934$202.0K0.01%−60−6.0%Reduced
First Financial Corp942$204.0K0.14%00.0%Unchanged
Valmark Advisers, Inc.944$204.0K0.00%+944New
Nwam LLC945$204.0K0.02%+945New
Meridian Wealth Advisors, LLC943$204.0K0.06%+943New
Provident Wealth Management, LLC948$205.0K0.17%+948New
Valeo Financial Advisors, LLC954$206.0K0.01%−62−6.1%Reduced
AMJ Financial Wealth Management953$206.0K0.09%+953New
Kathmere Capital Management, LLC956$207.0K0.04%+956New
Lombard Odier Asset Management (USA) Corp960$208.0K0.04%+960New
Woodstock Corp968$209.0K0.02%−516−34.8%Reduced
Holderness Investments Co970$210.0K0.07%+970New
1776 Wealth LLC969$210.0K0.12%+969New
Financial Consulate, Inc977$211.0K0.08%+977New
Lakeview Capital Partners, LLC973$211.0K0.09%+973New
Financial Consulate Inc.977$211.0K0.08%+977New
Highland Capital Management, LLC978$212.0K0.01%+978New
Barber Financial Group, Inc.987$214.0K0.03%+987New
Shufro Rose & Co LLC1,000$216.0K0.02%00.0%Unchanged
Dumont & Blake Investment Advisors LLC1,000$216.0K0.06%00.0%Unchanged
Douglass Winthrop Advisors, LLC1,000$216.0K0.01%00.0%Unchanged