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 |
|---|---|---|---|---|---|
| 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 |
| Central Trust Co | 1,135 | $241.0K | 0.01% | −38−3.2% | Reduced |
| 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 |
| 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 |
| 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 |
| Keudell/Morrison Wealth Management | 1,107 | $235.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Vista Investment Management | 1,095 | $232.0K | 0.14% | −5−0.5% | Reduced |
| 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 |
| 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 |
| Coldstream Capital Management Inc | 1,087 | $228.0K | 0.01% | −247−18.5% | Reduced |
| Gateway Investment Advisers LLC | 1,068 | $227.0K | 0.00% | −51−4.6% | Reduced |
| Calton & Associates, Inc. | 1,067 | $226.0K | 0.05% | +2+0.2% | Added |
| Wealth Management Partners, LLC | 1,061 | $225.0K | 0.17% | −40−3.6% | Reduced |
| Element Pointe Advisors, LLC | 1,054 | $224.0K | 0.08% | 00.0% | Unchanged |
| Financial Architects, Inc | 1,040 | $221.0K | 0.03% | +1,040 | 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 |
| 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 |
| 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 |
| G&S Capital LLC | 1,008 | $214.0K | 0.12% | −534−34.6% | Reduced |
| 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 |
| Traphagen Investment Advisors LLC | 1,000 | $212.1K | 0.04% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,001 | $212.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Burke & Herbert Bank & Trust Co | 988 | $210.0K | 0.14% | −42−4.1% | Reduced |
| Journey Advisory Group, LLC | 992 | $210.0K | 0.07% | +992 | New |
| Evercore Wealth Management, LLC | 975 | $207.0K | 0.00% | −153−13.6% | Reduced |
| Bahl & Gaynor Inc | 972 | $206.0K | 0.00% | −50−4.9% | Reduced |
| Holderness Investments Co | 970 | $206.0K | 0.07% | 00.0% | Unchanged |
| Simmons Bank | 974 | $206.0K | 0.01% | +974 | New |
| Highland Capital Management, LLC | 964 | $205.0K | 0.01% | −14−1.4% | Reduced |
| Valmark Advisers, Inc. | 966 | $205.0K | 0.00% | +22+2.3% | Added |
| EP Wealth Advisors, LLC | 955 | $203.0K | 0.01% | +955 | New |
| AMJ Financial Wealth Management | 953 | $202.0K | 0.08% | 00.0% | Unchanged |
| Nwam LLC | 953 | $202.0K | 0.02% | +8+0.8% | Added |
| Wealth Quarterback LLC | 1,002 | $201.0K | 0.13% | +2+0.2% | Added |
| Provident Wealth Management, LLC | 948 | $201.0K | 0.15% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 946 | $201.0K | 0.02% | +946 | New |
| First Financial Corp | 942 | $200.0K | 0.13% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 941 | $200.0K | 0.04% | +941 | New |
| Gleason Group, Inc. | 939 | $199.0K | 0.07% | +302+47.4% | Added |
| Ellevest, Inc. | 929 | $197.0K | 0.02% | +133+16.7% | Added |
| Carroll Financial Associates, Inc. | 927 | $196.0K | 0.01% | +141+17.9% | Added |
| First Command Bank | 916 | $194.0K | 0.03% | −175−16.0% | Reduced |
| First Command Financial Services, Inc. | 916 | $194.0K | 0.03% | −175−16.0% | Reduced |
| Dark Forest Capital Management LP | 884 | $188.0K | 0.07% | +884 | New |
| Kings Point Capital Management | 857 | $182.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 718 | $152.0K | 0.10% | −672−48.3% | Reduced |
| Key Financial Inc | 685 | $145.0K | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 683 | $145.0K | 0.01% | +27+4.1% | Added |
| RWM Asset Management, LLC | 669 | $142.0K | 0.03% | +669 | New |
| Liberty Wealth Management LLC | 640 | $139.0K | 0.05% | +321+100.6% | Added |
| Whittier Trust Co | 646 | $137.0K | 0.00% | +85+15.2% | Added |
| Annapolis Financial Services, LLC | 635 | $135.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 633 | $134.0K | 0.05% | +70+12.4% | Added |
| Kowal Investment Group, LLC | 619 | $131.0K | 0.04% | +619 | New |
| CX Institutional | 571 | $121.0K | 0.01% | −135−19.1% | Reduced |
| Cedar Wealth Management, LLC | 569 | $121.0K | 0.05% | 00.0% | Unchanged |
| First Mercantile Trust Co | 556 | $118.0K | 0.02% | +45+8.8% | Added |
| Group One Trading, L.P. | 537 | $114.0K | 0.00% | −11,444−95.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 530 | $112.0K | 0.02% | +61+13.0% | Added |
| Security National Trust Co | 500 | $108.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 505 | $107.0K | 0.06% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 500 | $106.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $105.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 484 | $103.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 482 | $102.0K | 0.01% | +180+59.6% | Added |
| West Paces Advisors Inc. | 480 | $101.8K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 450 | $101.0K | 0.05% | −50−10.0% | Reduced |
| Private Capital Group, LLC | 432 | $92.0K | 0.02% | −4−0.9% | Reduced |
| Clearstead Advisors, LLC | 436 | $92.0K | 0.01% | +16+3.8% | Added |
| Heritage Wealth Advisors | 413 | $87.6K | 0.01% | +35+9.3% | Added |
| TFC Financial Management | 395 | $84.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 393 | $83.0K | 0.00% | +140+55.3% | Added |
| Lumature Wealth Partners, LLC | 388 | $82.0K | 0.03% | +1+0.3% | Added |
| Sandy Spring Bank | 378 | $80.0K | 0.00% | −14−3.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 370 | $78.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 364 | $77.0K | 0.05% | +96+35.8% | Added |
| Washington Trust Co | 362 | $76.0K | 0.00% | +10+2.8% | Added |