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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, 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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,096$657.0K0.04%−874−22.0%Reduced
Crumly & Associates Inc.3,093$656.0K0.30%+581+23.1%Added
Octavia Wealth Advisors, LLC3,076$654.0K0.17%−16−0.5%Reduced
Wealth Alliance3,066$650.0K0.15%+456+17.5%Added
Absoluto Partners Gestao de Recursos Ltda3,047$646.0K0.13%+3,047New
FDx Advisors, Inc.3,039$645.0K0.02%−208−6.4%Reduced
Elevated Capital Advisors, LLC2,995$635.0K0.22%+2,995New
Rockland Trust Co2,960$628.0K0.04%−67−2.2%Reduced
PAX Financial Group, LLC2,933$622.0K0.15%+12+0.4%Added
FineMark National Bank & Trust2,921$620.0K0.03%+300+11.4%Added
Financial Enhancement Group LLC2,887$612.0K0.12%+163+6.0%Added
Gyroscope Capital Management Group, LLC2,882$611.0K0.23%−133−4.4%Reduced
WD Rutherford LLC2,870$609.0K0.33%+85+3.1%Added
Kinneret Advisory, LLC2,841$603.0K0.07%00.0%Unchanged
MBM Wealth Consultants, LLC2,843$603.0K0.28%+155+5.8%Added
Huntington National Bank2,829$600.0K0.01%+146+5.4%Added
Sunbelt Securities, Inc.2,679$595.0K0.11%00.0%Unchanged
TrinityPoint Wealth, LLC2,796$593.0K0.11%+41+1.5%Added
Hills Bank & Trust Co2,780$590.0K0.09%+15+0.5%Added
AGF Investments LLC2,772$588.0K0.06%−304−9.9%Reduced
Verdence Capital Advisors LLC2,773$588.0K0.08%−7−0.3%Reduced
Bridgecreek Investment Management, LLC2,750$583.0K0.08%00.0%Unchanged
Proequities, Inc.2,750$583.0K0.04%+600+27.9%Added
MAI Capital Management2,735$580.0K0.01%+815+42.4%Added
Cliftonlarsonallen Wealth Advisors, LLC2,727$579.0K0.02%+12+0.4%Added
Magnetar Financial LLC2,730$579.0K0.01%+2,730New
Mount Yale Investment Advisors, LLC2,706$574.0K0.07%−188−6.5%Reduced
NEXT Financial Group, Inc2,688$571.0K0.04%+190+7.6%Added
Lincoln National Corp2,673$567.0K0.01%−107−3.8%Reduced
Belpointe Asset Management LLC2,670$566.0K0.04%−23−0.9%Reduced
Marshall Financial Group LLC2,662$565.0K0.29%−100−3.6%Reduced
Ossiam2,638$560.0K0.02%−362−12.1%Reduced
Clarius Group, LLC2,639$560.0K0.05%+74+2.9%Added
Venture Visionary Partners LLC2,618$555.0K0.04%+328+14.3%Added
Mutual Advisors, LLC2,601$552.0K0.03%+41+1.6%Added
Sawtooth Solutions, LLC2,605$552.0K0.08%+230+9.7%Added
Fulton Bank, N.A.2,599$551.0K0.03%+701+36.9%Added
Mid Atlantic Financial Management Inc2,592$550.0K0.04%−71−2.7%Reduced
Gladstone Institutional Advisory LLC2,589$549.0K0.05%+1,563+152.3%Added
J.W. Cole Advisors, Inc.2,582$548.0K0.04%−293−10.2%Reduced
Oxinas Partners Wealth Management LLC2,567$545.0K0.32%−102−3.8%Reduced
Renasant Bank2,571$545.0K0.43%−71−2.7%Reduced
IFG Advisory, LLC2,566$544.0K0.06%−143−5.3%Reduced
Community Bank, N.A.2,555$542.0K0.07%−55−2.1%Reduced
Vigilant Capital Management, LLC2,547$540.0K0.04%+132+5.5%Added
Bellecapital International Ltd.2,537$538.0K0.16%−435−14.6%Reduced
Circle Wealth Management, LLC2,531$537.0K0.08%−2−0.1%Reduced
Siemens Fonds Invest GmbH2,532$537.0K0.04%+2,532New
Texas Yale Capital Corp.2,523$535.0K0.03%+516+25.7%Added
Harbor Financial Services, LLC2,511$533.0K0.23%+6+0.2%Added
Systematic Alpha Investments, LLC2,400$532.0K0.02%00.0%Unchanged
Susquehanna Fundamental Investments, LLC2,499$530.0K0.01%−35,946−93.5%Reduced
Boston Private Wealth LLC2,485$528.0K0.01%+344+16.1%Added
Prospera Financial Services Inc2,487$528.0K0.03%+578+30.3%Added
Golden Green, Inc.2,483$527.0K0.41%+170+7.3%Added
Seven Eight Capital, LP2,472$524.0K0.05%−2,800−53.1%Reduced
Global Trust Asset Management, LLC2,461$522.0K0.23%00.0%Unchanged
Parallel Advisors, LLC2,460$522.0K0.02%+246+11.1%Added
KG&L Capital Management,LLC2,449$520.0K0.23%−517−17.4%Reduced
Lombard Odier Asset Management (USA) Corp2,447$519.0K0.08%+1,487+154.9%Added
Conning Inc.2,430$516.0K0.01%−460−15.9%Reduced
Trust Asset Management LLC2,392$507.0K0.07%+151+6.7%Added
Pittenger & Anderson Inc2,370$503.0K0.03%−60−2.5%Reduced
Waldron Private Wealth LLC2,365$501.0K0.03%−22−0.9%Reduced
Avestar Capital, LLC2,363$501.0K0.10%−6−0.3%Reduced
44 Wealth Management LLC2,361$501.0K0.19%+549+30.3%Added
ICW Investment Advisors LLC2,356$500.0K0.32%+75+3.3%Added
Spreng Capital Management, Inc.2,361$494.0K0.32%−25−1.0%Reduced
Summit Financial, LLC2,325$493.2K0.04%+1,087+87.8%Added
Burns J W & Co Inc2,303$489.0K0.08%00.0%Unchanged
Amussen Hunsaker Associates LLC2,303$488.0K0.13%−70−2.9%Reduced
Value Partners Investments Inc.2,297$484.0K0.04%+279+13.8%Added
Lake Street Financial LLC2,267$481.0K0.12%+110+5.1%Added
Hexagon Capital Partners LLC2,255$478.0K0.14%+47+2.1%Added
Psagot Investment House Ltd.2,238$475.0K0.08%−2,160−49.1%Reduced
Level Four Advisory Services, LLC2,240$475.0K0.05%+207+10.2%Added
Psagot Value Holdings Ltd. / (Israel)2,238$475.0K0.08%+2,238New
GPS Wealth Strategies Group, LLC2,195$466.0K0.12%+6+0.3%Added
Ethic Inc.2,193$465.0K0.05%+378+20.8%Added
Pinnacle Wealth Planning Services, Inc.2,189$464.0K0.10%+86+4.1%Added
Donaldson Capital Management, LLC2,181$463.0K0.02%+15+0.7%Added
Balasa Dinverno & Foltz LLC2,165$459.0K0.03%+438+25.4%Added
Harbor Investment Advisory, LLC2,150$456.0K0.06%−256−10.6%Reduced
Family Legacy, Inc.2,169$456.0K0.21%−10.0%Reduced
Weatherly Asset Management L. P.2,145$455.0K0.06%00.0%Unchanged
SRS Capital Advisors, Inc.2,140$454.0K0.06%+45+2.1%Added
Tokio Marine Asset Management Co Ltd2,118$449.0K0.04%+223+11.8%Added
Avantax Advisory Services, Inc.2,101$443.0K0.01%−297−12.4%Reduced
Dowling & Yahnke LLC2,089$443.0K0.02%+599+40.2%Added
Tradition Wealth Management, LLC2,066$438.0K0.06%+20+1.0%Added
BBVA USA2,032$431.0K0.03%−317−13.5%Reduced
Thompson Siegel & Walmsley LLC2,009$426.0K0.01%+2,000+22,222.2%Added
Pineno Levin & Ford Asset Management, Inc.2,003$425.0K0.14%00.0%Unchanged
Graypoint LLC2,002$425.0K0.05%+32+1.6%Added
ACG Wealth2,002$425.0K0.06%+500+33.3%Added
Resources Management Corp1,972$418.0K0.06%+105+5.6%Added
Braun-Bostich & Associates Inc.1,966$417.0K0.79%−20−1.0%Reduced
Advisors Preferred, LLC1,979$414.0K0.06%−23−1.1%Reduced
Camelot Portfolios, LLC1,942$412.0K0.21%−2,206−53.2%Reduced
Monarch Capital Management Inc1,937$411.0K0.11%00.0%Unchanged