Skip to main content

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, Q4 2021

Institutional positions in Dollar General Corp as of Dec 31, 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
1,236
+116 vs. Q3 2021
Shares held
220.2M
+4.18M (+1.9%) vs. Q3 2021
Total value
$51.9B
+$6.03B (+13.2%) vs. Q3 2021
New holders
188
432 more added
Sold out
72
416 more reduced

24 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,236 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 heldQ4 2021: $51.9B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q3 2021.

Institutions holding DG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC2$4710.00%––
Atlas Capital Advisors LLC4$9430.00%00.0%Unchanged
Albion Financial Group6$1.00K0.00%−38−86.4%Reduced
Private Ocean, LLC5$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp3$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc5$1.00K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.6$1.00K0.00%00.0%Unchanged
First PREMIER Bank5$1.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC4$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc5$1.00K0.00%+5New
Asset Dedication, LLC23$2.00K0.00%−258−91.8%Reduced
Country Trust Bank9$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%00.0%Unchanged
Bellevue Asset Management, LLC7$2.00K0.00%+1+16.7%Added
Paragon Capital Management Ltd10$2.00K0.00%+10New
Cassady Schiller Wealth Management, LLC8$2.00K0.00%+8New
McCarthy Grittinger Financial Group, LLC9$2.12K0.00%00.0%Unchanged
Aspire Private Capital, LLC14$3.00K0.00%+2+16.7%Added
Column Capital Advisors, LLC11$3.00K0.00%+11New
Schubert & Co14$3.00K0.00%+14New
Steward Financial Group LLC15$3.00K0.00%+15New
First Manhattan Co19$4.00K0.00%00.0%Unchanged
Motco19$4.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC16$4.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC15$4.00K0.00%+11+275.0%Added
Northwest Investment Counselors, LLC15$4.00K0.00%+15New
Sierra Capital LLC15$4.00K0.00%+15New
Tyler-Stone Wealth Management16$4.00K0.00%+16New
Brewin Dolphin Ltd18$4.00K0.00%+18New
Tompkins Financial Corp23$5.00K0.00%−20−46.5%Reduced
First Bank & Trust23$5.00K0.00%00.0%Unchanged
First National Bank of South Miami22$5.00K0.00%00.0%Unchanged
O'Dell Group, LLC21$5.00K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.20$5.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.21$5.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC20$5.00K0.00%+20New
Hanson & Doremus Investment Management27$6.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC25$6.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC24$6.00K0.00%00.0%Unchanged
Exane Derivatives26$6.13K0.00%−5,359−99.5%Reduced
Harvest Fund Management Co., Ltd33$7.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC32$7.55K0.00%00.0%Unchanged
M&R Capital Management Inc35$8.00K0.00%00.0%Unchanged
Fortis Advisors, LLC35$8.00K0.00%00.0%Unchanged
Tevis Investment Management35$8.00K0.01%+35New
Sutton Wealth Advisors Inc.35$8.25K0.00%00.0%Unchanged
Versant Capital Management, Inc40$9.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P43$10.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$10.0K0.00%00.0%Unchanged
Dividend Assets Capital, LLC45$11.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC46$11.0K0.00%00.0%Unchanged
JJJ Advisors Inc.48$11.0K0.00%00.0%Unchanged
Evoke Wealth, LLC47$11.0K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC50$11.0K0.00%+50New
McDonald Partners LLC49$11.6K0.01%+49New
Absolute Capital Management, LLC49$11.6K0.01%+49New
St. Johns Investment Management Company, LLC50$12.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC51$12.0K0.00%−2−3.8%Reduced
Farmers & Merchants Trust Co of Chambersburg PA50$12.0K0.01%+50New
Tortoise Investment Management, LLC55$13.0K0.00%00.0%Unchanged
Leonteq Securities AG56$13.2K0.00%−7−11.1%Reduced
NewSquare Capital LLC61$14.0K0.00%00.0%Unchanged
Missouri Trust & Investment Co60$14.0K0.01%+60New
Eagle Bay Advisors LLC65$15.0K0.01%−64−49.6%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC64$15.0K0.00%−41−39.0%Reduced
Pin Oak Investment Advisors Inc65$15.0K0.02%00.0%Unchanged
Advocacy Wealth Management Services, LLC62$15.0K0.00%+62New
Sound Income Strategies, LLC66$16.0K0.00%−33−33.3%Reduced
MV Capital Management, Inc.66$16.0K0.00%+1+1.5%Added
Cambridge Trust Co68$16.0K0.00%+68New
Howe & Rusling Inc70$17.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB72$17.0K0.00%+7+10.8%Added
Confluence Wealth Services, Inc.73$17.0K0.01%+73New
Knuff & Co LLC75$18.0K0.01%−7−8.5%Reduced
IMA Wealth, Inc.75$18.0K0.00%+75New
Front Row Advisors LLC81$19.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC85$20.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc84$20.0K0.01%−3−3.4%Reduced
Trust Co88$21.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC88$21.0K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.93$22.0K0.00%+93New
JNBA Financial Advisors96$23.0K0.00%00.0%Unchanged
Disciplined Investments, LLC96$23.0K0.01%+96New
Gradient Investments LLC100$24.0K0.00%−203−67.0%Reduced
Sageworth Trust Co102$24.0K0.00%−26−20.3%Reduced
TD Ameritrade Investment Management, LLC101$24.0K0.00%00.0%Unchanged
Corbenic Partners LLC100$24.0K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC100$24.0K0.01%00.0%Unchanged
CNB Bank100$24.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.103$24.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC100$24.0K0.01%+100New
MUFG Americas Holdings Corp105$25.0K0.00%−15−12.5%Reduced
Zions Bancorporation, N.A.108$25.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC107$25.0K0.02%+107New
High Net Worth Advisory Group LLC104$25.0K0.01%+104New
FSB Premier Wealth Management, Inc.113$26.0K0.01%+113New
HM Payson & Co114$27.0K0.00%00.0%Unchanged
Earnest Partners LLC113$27.0K0.00%00.0%Unchanged