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Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in Dollar General Corp as of Sep 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
1,144
+10 vs. Q2 2021
Shares held
216.2M
+787.0K (+0.4%) vs. Q2 2021
Total value
$45.9B
−$738.3M (−1.6%) vs. Q2 2021
New holders
88
455 more added
Sold out
78
423 more reduced

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 1,144 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 heldQ3 2021: $45.9B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q2 2021.

Institutions holding DG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC–$4240.00%––
Atlas Capital Advisors LLC4$8480.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.6$1.00K0.00%−1−14.3%Reduced
USA Financial Portformulas Corp3$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc5$1.00K0.00%00.0%Unchanged
First PREMIER Bank5$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC6$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC4$1.00K0.00%+4New
Private Ocean, LLC5$1.00K0.00%+5New
Crescent Capital Consulting, LLC4$1.00K0.00%+4New
McCarthy Grittinger Financial Group, LLC9$1.91K0.00%+9New
ClariVest Asset Management LLC10$2.00K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.10$2.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.10$2.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC12$2.00K0.00%+7+140.0%Added
Country Trust Bank9$2.00K0.00%+9New
Gemmer Asset Management LLC16$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC12$3.00K0.00%00.0%Unchanged
First Manhattan Co19$4.00K0.00%00.0%Unchanged
Motco19$4.00K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.20$4.00K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.20$4.00K0.00%00.0%Unchanged
Better Money Decisions, LLC17$4.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.21$4.00K0.00%+21New
Cranbrook Wealth Management, LLC20$4.00K0.00%+20New
O'Dell Group, LLC21$4.00K0.00%+21New
First Bank & Trust23$5.00K0.00%00.0%Unchanged
Crewe Advisors LLC23$5.00K0.00%00.0%Unchanged
First National Bank of South Miami22$5.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC24$5.00K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.22$5.00K0.00%−1,500−98.6%Reduced
Antonetti Capital Management LLC25$5.00K0.00%+25New
D'Orazio & Associates, Inc.24$5.00K0.00%+24New
Harvest Fund Management Co., Ltd33$6.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management27$6.00K0.00%+27New
Cahill Financial Advisors Inc27$6.00K0.00%+27New
Red Tortoise LLC23$6.00K0.00%+23New
Raffa Wealth Management, LLC32$6.79K0.00%00.0%Unchanged
Fortis Advisors, LLC35$7.00K0.00%00.0%Unchanged
M&R Capital Management Inc35$7.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC32$7.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.35$7.42K0.00%−1−2.8%Reduced
Bartlett & Co. Wealth Management LLC37$7.85K0.00%−5−11.9%Reduced
Versant Capital Management, Inc40$8.00K0.00%−7−14.9%Reduced
Bartlett & Co. LLC37$8.00K0.00%−5−11.9%Reduced
Loomis Sayles & Co L P43$9.00K0.00%−17−28.3%Reduced
Evoke Wealth, LLC47$9.00K0.00%−14−23.0%Reduced
Albion Financial Group44$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$9.00K0.00%+6+16.7%Added
Tompkins Financial Corp43$9.00K0.00%+43New
Dividend Assets Capital, LLC45$10.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC46$10.0K0.00%00.0%Unchanged
JJJ Advisors Inc.48$10.0K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC50$11.0K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC50$11.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC53$11.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC55$12.0K0.00%00.0%Unchanged
NewSquare Capital LLC61$13.0K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC59$13.0K0.00%+59New
Optiver Holding B.V.61$13.0K0.00%+61New
Leonteq Securities AG63$13.4K0.00%−608−90.6%Reduced
Massmutual Trust Co FSB65$14.0K0.00%−371−85.1%Reduced
Pin Oak Investment Advisors Inc65$14.0K0.02%00.0%Unchanged
MV Capital Management, Inc.65$14.0K0.00%+20+44.4%Added
Rosenberg Matthew Hamilton66$14.0K0.01%+66New
Howe & Rusling Inc70$15.0K0.00%+11+18.6%Added
Front Row Advisors LLC81$17.0K0.01%00.0%Unchanged
Knuff & Co LLC82$17.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC85$18.0K0.00%00.0%Unchanged
Ironwood Financial, llc85$18.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC85$18.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc87$18.0K0.01%+87New
Trust Co88$19.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC88$19.0K0.02%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co88$19.0K0.01%+88New
JNBA Financial Advisors96$20.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC92$20.0K0.00%+59+178.8%Added
Corbenic Partners LLC100$21.0K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC100$21.0K0.01%00.0%Unchanged
CNB Bank100$21.0K0.01%−1−1.0%Reduced
Concord Wealth Partners100$21.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC101$21.0K0.00%+5+5.2%Added
SOA Wealth Advisors, LLC.103$21.0K0.01%+4+4.0%Added
Sound Income Strategies, LLC99$21.0K0.00%+43+76.8%Added
Herold Advisors, Inc.100$21.0K0.01%+100New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC105$22.0K0.00%+75+250.0%Added
MCF Advisors LLC106$22.0K0.00%+106New
Capital Directions Investment Advisors, LLC109$23.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.108$23.0K0.00%−5−4.4%Reduced
Earnest Partners LLC113$24.0K0.00%00.0%Unchanged
HM Payson & Co114$24.0K0.00%+45+65.2%Added
MUFG Americas Holdings Corp120$25.0K0.00%−110−47.8%Reduced
Riverview Trust Co117$25.0K0.03%00.0%Unchanged
Investors Research Corp124$26.0K0.01%00.0%Unchanged
Arrow Financial Corp122$26.0K0.00%00.0%Unchanged
Assetmark, Inc122$26.0K0.00%+94+335.7%Added
Sageworth Trust Co128$27.0K0.00%−1,525−92.3%Reduced
Adirondack Trust Co120$27.0K0.01%−30−20.0%Reduced
Baystate Wealth Management LLC124$27.0K0.00%+14+12.7%Added