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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,134 | $24.8B |
| Q1 2026 | 1,154 | $25.8B |
| Q4 2025 | 1,171 | $28.7B |
| Q3 2025 | 1,061 | $21.7B |
| Q2 2025 | 1,021 | $23.5B |
| Q1 2025 | 916 | $18.3B |
| Q4 2024 | 906 | $15.7B |
| Q3 2024 | 920 | $17.3B |
| Q2 2024 | 1,045 | $27.1B |
| Q1 2024 | 1,105 | $31.8B |
| Q4 2023 | 1,114 | $27.6B |
| Q3 2023 | 1,037 | $20.8B |
| Q2 2023 | 1,164 | $34.3B |
| Q1 2023 | 1,241 | $42.6B |
| Q4 2022 | 1,277 | $50.4B |
| Q3 2022 | 1,267 | $49.5B |
| Q2 2022 | 1,235 | $51.5B |
| Q1 2022 | 1,205 | $47.5B |
| Q4 2021 | 1,236 | $51.9B |
| Q3 2021 | 1,144 | $45.9B |
| Q2 2021 | 1,148 | $46.7B |
| Q1 2021 | 1,177 | $43.9B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 1,000 | $212.0K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 1,000 | $212.0K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,000 | $212.0K | 0.06% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $212.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $212.0K | 0.15% | −41−95.3% | Reduced |
| Traphagen Investment Advisors LLC | 1,000 | $212.1K | 0.04% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 1,003 | $213.0K | 0.07% | −35−3.4% | Reduced |
| Savant Capital, LLC | 1,005 | $213.0K | 0.01% | +9+0.9% | Added |
| Lakeview Capital Partners, LLC | 1,005 | $213.0K | 0.10% | +32+3.3% | Added |
| G&S Capital LLC | 1,008 | $214.0K | 0.12% | −534−34.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,019 | $216.0K | 0.01% | +65+6.8% | Added |
| BCJ Capital Management, LLC | 1,020 | $216.0K | 0.02% | +1,020 | New |
| Providence Capital Advisors, LLC | 1,025 | $217.0K | 0.07% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 1,025 | $217.0K | 0.15% | +355+53.0% | Added |
| Country Club Trust Company, n.a. | 1,000 | $217.0K | 0.02% | +1,000 | New |
| Aviance Capital Partners, LLC | 1,039 | $220.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,036 | $220.0K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,035 | $220.0K | 0.04% | +79+8.3% | Added |
| Financial Architects, Inc | 1,040 | $221.0K | 0.03% | +1,040 | New |
| Element Pointe Advisors, LLC | 1,054 | $224.0K | 0.08% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,061 | $225.0K | 0.17% | −40−3.6% | Reduced |
| Calton & Associates, Inc. | 1,067 | $226.0K | 0.05% | +2+0.2% | Added |
| Gateway Investment Advisers LLC | 1,068 | $227.0K | 0.00% | −51−4.6% | Reduced |
| Coldstream Capital Management Inc | 1,087 | $228.0K | 0.01% | −247−18.5% | Reduced |
| Altium Wealth Management LLC | 1,078 | $229.0K | 0.02% | −3−0.3% | Reduced |
| Princeton Global Asset Management LLC | 1,081 | $229.0K | 0.07% | 00.0% | Unchanged |
| Zacks Investment Management | 1,082 | $229.0K | 0.00% | +1,082 | New |
| Advisory Resource Group | 1,087 | $231.0K | 0.09% | +2+0.2% | Added |
| Transcend Wealth Collective, LLC | 1,042 | $231.0K | 0.02% | +1,042 | New |
| Vista Investment Management | 1,095 | $232.0K | 0.14% | −5−0.5% | Reduced |
| PDS Planning, Inc | 1,099 | $233.0K | 0.05% | +26+2.4% | Added |
| Financial Consulate, Inc | 1,100 | $233.0K | 0.08% | +123+12.6% | Added |
| 1776 Wealth LLC | 1,100 | $233.0K | 0.13% | +131+13.5% | Added |
| Keudell/Morrison Wealth Management | 1,107 | $235.0K | 0.10% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,117 | $237.0K | 0.20% | −42−3.6% | Reduced |
| Maryland Capital Management | 1,115 | $237.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,116 | $237.0K | 0.02% | +242+27.7% | Added |
| Jacobi Capital Management LLC | 1,127 | $239.0K | 0.03% | +2+0.2% | Added |
| First Foundation Advisors | 1,127 | $239.0K | 0.01% | +1,127 | New |
| River Wealth Advisors LLC | 1,129 | $240.0K | 0.04% | −70−5.8% | Reduced |
| Yorktown Management & Research Co Inc | 1,130 | $240.0K | 0.18% | +1,130 | New |
| Central Trust Co | 1,135 | $241.0K | 0.01% | −38−3.2% | Reduced |
| Perigon Wealth Management, LLC | 1,142 | $242.0K | 0.02% | −415−26.7% | Reduced |
| Capital Investment Advisors, LLC | 1,141 | $242.0K | 0.01% | −4−0.3% | Reduced |
| Tobam | 1,147 | $243.0K | 0.01% | +317+38.2% | Added |
| Ergoteles LLC | 1,160 | $246.0K | 0.01% | −44,517−97.5% | Reduced |
| Putnam Investments LLC | 1,161 | $246.0K | 0.00% | −32,075−96.5% | Reduced |
| Bollard Group LLC | 1,160 | $246.0K | 0.01% | +2+0.2% | Added |
| Excalibur Management Corp | 1,162 | $247.0K | 0.11% | −450−27.9% | Reduced |
| Capital Square, LLC | 1,187 | $248.0K | 0.18% | −50−4.0% | Reduced |
| True Link Financial Advisors, LLC | 1,168 | $248.0K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 1,175 | $249.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,170 | $249.0K | 0.06% | +255+27.9% | Added |
| Sage Mountain Advisors LLC | 1,172 | $249.0K | 0.04% | +1,172 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,200 | $254.0K | 0.09% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,201 | $255.0K | 0.03% | +214+21.7% | Added |
| Arvest Bank Trust Division | 1,206 | $256.0K | 0.01% | +181+17.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,224 | $260.0K | 0.01% | +12+1.0% | Added |
| AMG National Trust Bank | 1,225 | $260.0K | 0.01% | +27+2.3% | Added |
| Proficio Capital Partners LLC | 1,230 | $261.0K | 0.03% | +13+1.1% | Added |
| Colony Group LLC | 1,234 | $262.0K | 0.01% | −72−5.5% | Reduced |
| Twinbeech Capital LP | 1,234 | $262.0K | 0.02% | +1,234 | New |
| We Are One Seven, LLC | 1,190 | $264.0K | 0.03% | +166+16.2% | Added |
| Centerpoint Advisors, LLC | 1,250 | $265.0K | 0.13% | −150−10.7% | Reduced |
| Umb Bank N A | 1,249 | $265.0K | 0.01% | −18−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,255 | $266.0K | 0.02% | −566−31.1% | Reduced |
| First National Trust Co | 1,257 | $266.0K | 0.02% | −8−0.6% | Reduced |
| Alpha Cubed Investments, LLC | 1,258 | $267.0K | 0.02% | 00.0% | Unchanged |
| Engine No. 1 LLC | 1,265 | $268.0K | 0.07% | +1,265 | New |
| Axiom Investment Management LLC | 1,256 | $269.0K | 0.27% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,275 | $270.0K | 0.05% | +1,001+365.3% | Added |
| Voya Financial Advisors, Inc. | 1,251 | $271.0K | 0.03% | +63+5.3% | Added |
| Latitude Advisors, LLC | 1,279 | $271.0K | 0.09% | +1,279 | New |
| Successful Portfolios LLC | 1,297 | $275.0K | 0.16% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $275.0K | 0.27% | +25+2.0% | Added |
| Curi Capital | 1,304 | $276.0K | 0.13% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 1,299 | $276.0K | 0.03% | +62+5.0% | Added |
| Capital Analysts, LLC | 1,305 | $277.0K | 0.02% | +162+14.2% | Added |
| Cornerstone Wealth Management, LLC | 1,310 | $278.0K | 0.03% | +69+5.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,335 | $283.0K | 0.01% | +205+18.1% | Added |
| FourThought Financial, LLC | 1,339 | $284.0K | 0.04% | −1,031−43.5% | Reduced |
| Sara-Bay Financial | 1,340 | $284.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,341 | $285.0K | 0.01% | +12+0.9% | Added |
| Financial Counselors Inc | 1,349 | $286.0K | 0.01% | −87−6.1% | Reduced |
| Ausdal Financial Partners, Inc. | 1,358 | $288.0K | 0.04% | +21+1.6% | Added |
| RFG Advisory, LLC | 1,375 | $292.0K | 0.02% | +445+47.8% | Added |
| CAPROCK Group, Inc. | 1,386 | $294.0K | 0.03% | +23+1.7% | Added |
| Argent Trust Co | 1,391 | $295.0K | 0.02% | −187−11.9% | Reduced |
| BCS Wealth Management | 1,388 | $295.0K | 0.13% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,428 | $298.0K | 0.01% | +74+5.5% | Added |
| Philadelphia Trust Co | 1,416 | $300.0K | 0.02% | 00.0% | Unchanged |
| Quest Capital Management Inc | 1,433 | $304.0K | 0.06% | −245−14.6% | Reduced |
| National Asset Management, Inc. | 1,430 | $305.0K | 0.01% | +1,430 | New |
| Demars Financial Group, LLC | 1,482 | $314.0K | 0.19% | −16,039−91.5% | Reduced |
| Icon Wealth Partners, LLC | 1,490 | $316.0K | 0.03% | +10+0.7% | Added |
| Stock Yards Bank & Trust Co | 1,500 | $318.0K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,508 | $320.0K | 0.14% | −355−19.1% | Reduced |
| Quadrant Capital Group LLC | 1,515 | $321.0K | 0.04% | +73+5.1% | Added |
| Shelton Capital Management | 1,519 | $322.0K | 0.01% | −81−5.1% | Reduced |
| Chesley Taft & Associates LLC | 1,523 | $323.0K | 0.02% | 00.0% | Unchanged |