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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Full Sail Capital, LLC | 969 | $205.0K | 0.02% | +969 | New |
| Magnolia Capital Advisors LLC | 870 | $205.0K | 0.06% | +870 | New |
| Lakeview Capital Partners, LLC | 874 | $206.0K | 0.12% | −131−13.0% | Reduced |
| Carlson Capital Management | 874 | $206.0K | 0.02% | +874 | New |
| Meridian Wealth Advisors, LLC | 881 | $208.0K | 0.05% | +881 | New |
| Avantax Planning Partners, Inc. | 887 | $209.0K | 0.01% | +887 | New |
| Two Sigma Securities, LLC | 899 | $212.0K | 0.04% | +899 | New |
| Harbour Investments, Inc. | 902 | $213.0K | 0.01% | −2,374−72.5% | Reduced |
| Kings Point Capital Management | 905 | $213.0K | 0.02% | +48+5.6% | Added |
| Galvin, Gaustad & Stein, LLC | 903 | $213.0K | 0.02% | +903 | New |
| Endowment Wealth Management, Inc. | 904 | $213.0K | 0.22% | +904 | New |
| Brown Capital Management LLC | 908 | $214.0K | 0.00% | +908 | New |
| StoneX Group Inc. | 915 | $215.7K | 0.02% | +915 | New |
| First Foundation Advisors | 916 | $216.0K | 0.01% | −211−18.7% | Reduced |
| First Command Financial Services, Inc. | 916 | $216.0K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 922 | $217.0K | 0.00% | −146−13.7% | Reduced |
| RWM Asset Management, LLC | 920 | $217.0K | 0.04% | +251+37.5% | Added |
| Balentine LLC | 918 | $217.0K | 0.01% | +918 | New |
| LBMC Investment Advisors, LLC | 923 | $218.0K | 0.02% | +923 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 923 | $218.0K | 0.07% | +923 | New |
| Keudell/Morrison Wealth Management | 931 | $220.0K | 0.09% | −176−15.9% | Reduced |
| 6 Meridian | 933 | $220.0K | 0.02% | +933 | New |
| Kistler-Tiffany Companies, LLC | 939 | $221.0K | 0.04% | +569+153.8% | Added |
| PDS Planning, Inc | 942 | $222.0K | 0.04% | −157−14.3% | Reduced |
| Almanack Investment Partners, LLC. | 943 | $222.0K | 0.02% | −3−0.3% | Reduced |
| First Financial Corp | 942 | $222.0K | 0.14% | 00.0% | Unchanged |
| Gleason Group, Inc. | 940 | $222.0K | 0.07% | +1+0.1% | Added |
| CX Institutional | 941 | $222.0K | 0.02% | +370+64.8% | Added |
| Excalibur Management Corp | 946 | $223.0K | 0.09% | −216−18.6% | Reduced |
| Am Investment Strategies LLC | 944 | $223.0K | 0.05% | +944 | New |
| Provident Wealth Management, LLC | 948 | $224.0K | 0.15% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 950 | $224.0K | 0.28% | +950 | New |
| Independent Financial Group, LLC | 953 | $224.8K | 0.02% | +953 | New |
| Kathmere Capital Management, LLC | 956 | $225.0K | 0.04% | −79−7.6% | Reduced |
| Highland Capital Management, LLC | 955 | $225.0K | 0.01% | −9−0.9% | Reduced |
| AMJ Financial Wealth Management | 953 | $225.0K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 959 | $226.0K | 0.02% | −183−16.0% | Reduced |
| Carroll Financial Associates, Inc. | 1,010 | $226.0K | 0.01% | +83+9.0% | Added |
| Advisory Resource Group | 1,090 | $227.0K | 0.08% | +3+0.3% | Added |
| Bahl & Gaynor Inc | 972 | $229.0K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 970 | $229.0K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 975 | $230.0K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 974 | $230.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 977 | $230.0K | 0.02% | +977 | New |
| Burke & Herbert Bank & Trust Co | 988 | $233.0K | 0.14% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 987 | $233.0K | 0.04% | +46+4.9% | Added |
| Ellevest, Inc. | 990 | $233.0K | 0.02% | +61+6.6% | Added |
| Edmond de Rothschild Holding S.A. | 989 | $234.0K | 0.01% | −235−19.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 994 | $234.0K | 0.02% | +994 | New |
| Traphagen Investment Advisors LLC | 1,000 | $235.8K | 0.04% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 1,000 | $236.0K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,000 | $236.0K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 1,000 | $236.0K | 0.02% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,000 | $236.0K | 0.06% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $236.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,001 | $236.0K | 0.04% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 1,000 | $236.0K | 0.03% | +1,000 | New |
| SeaBridge Investment Advisors LLC | 1,003 | $237.0K | 0.08% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,004 | $237.0K | 0.02% | +1,004 | New |
| G&S Capital LLC | 1,008 | $238.0K | 0.12% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,010 | $238.0K | 0.00% | +1,010 | New |
| Financial Architects, Inc | 1,017 | $240.0K | 0.03% | −23−2.2% | Reduced |
| EP Wealth Advisors, LLC | 1,020 | $240.0K | 0.01% | +65+6.8% | Added |
| Valmark Advisers, Inc. | 1,021 | $241.0K | 0.00% | +55+5.7% | Added |
| Providence Capital Advisors, LLC | 1,025 | $242.0K | 0.07% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,034 | $244.0K | 0.03% | −305−22.8% | Reduced |
| TCI Wealth Advisors, Inc. | 1,036 | $244.0K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,032 | $244.0K | 0.01% | +27+2.7% | Added |
| IHT Wealth Management, LLC | 1,034 | $244.0K | 0.02% | +1,034 | New |
| Aviance Capital Partners, LLC | 1,039 | $245.0K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,047 | $247.0K | 0.07% | −20−1.9% | Reduced |
| Birch Capital Management, LLC | 1,047 | $247.0K | 0.15% | +22+2.1% | Added |
| BEAM Asset Management, LLC | 1,055 | $249.0K | 0.29% | −62−5.6% | Reduced |
| Element Pointe Advisors, LLC | 1,054 | $249.0K | 0.08% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,065 | $251.0K | 0.02% | −193−15.3% | Reduced |
| Nwam LLC | 1,066 | $251.0K | 0.02% | +113+11.9% | Added |
| MBB Public Markets I LLC | 1,070 | $252.0K | 0.01% | +1,070 | New |
| Princeton Global Asset Management LLC | 1,081 | $255.0K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,088 | $257.0K | 0.01% | +69+6.8% | Added |
| Secure Asset Management, LLC | 1,091 | $257.0K | 0.10% | +1,091 | New |
| Menard Financial Group LLC | 1,090 | $257.0K | 0.21% | +1,090 | New |
| GraniteShares Advisors LLC | 1,110 | $261.0K | 0.12% | +1,110 | New |
| Vista Investment Management | 1,112 | $262.0K | 0.14% | +17+1.6% | Added |
| Forum Financial Management, LP | 1,110 | $262.0K | 0.01% | +1,110 | New |
| Baker Avenue Asset Management, LP | 1,114 | $263.0K | 0.01% | +1,114 | New |
| First National Trust Co | 1,127 | $266.0K | 0.01% | −130−10.3% | Reduced |
| Central Trust Co | 1,135 | $268.0K | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 1,141 | $269.0K | 0.00% | −20−1.7% | Reduced |
| Capital Investment Advisors, LLC | 1,141 | $269.0K | 0.01% | 00.0% | Unchanged |
| Arvest Trust Co N A | 1,143 | $270.0K | 0.01% | +1,143 | New |
| Visionary Wealth Advisors | 1,147 | $271.0K | 0.02% | +1,147 | New |
| Cornerstone Wealth Management, LLC | 1,157 | $272.0K | 0.03% | −153−11.7% | Reduced |
| Proficio Capital Partners LLC | 1,152 | $272.0K | 0.04% | −78−6.3% | Reduced |
| Maryland Capital Management | 1,152 | $272.0K | 0.01% | +37+3.3% | Added |
| Bollard Group LLC | 1,163 | $274.0K | 0.01% | +3+0.3% | Added |
| True Link Financial Advisors, LLC | 1,168 | $275.0K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 1,164 | $275.0K | 0.00% | +1,042+854.1% | Added |
| Prestige Wealth Management Group LLC | 1,171 | $276.0K | 0.07% | +1+0.1% | Added |
| Sit Investment Associates Inc | 1,175 | $277.0K | 0.01% | −37,280−96.9% | Reduced |
| Columbia Asset Management | 1,175 | $277.0K | 0.06% | 00.0% | Unchanged |