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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, 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
Capital Square, LLC1,188$277.0K0.19%+1+0.1%Added
Quadrature Capital Ltd1,180$278.0K0.01%+1,180New
Sage Mountain Advisors LLC1,185$279.0K0.03%+13+1.1%Added
City State Bank1,195$282.0K0.17%+1,195New
Mitchell McLeod Pugh & Williams Inc1,200$283.0K0.09%00.0%Unchanged
BTC Capital Management, Inc.1,202$284.0K0.03%−26,564−95.7%Reduced
Avaii Wealth Management, LLC1,205$284.0K0.28%+1,205New
AMG National Trust Bank1,225$289.0K0.01%00.0%Unchanged
RFG Advisory, LLC1,228$290.0K0.02%−147−10.7%Reduced
Larson Financial Group LLC1,229$290.0K0.05%−46−3.6%Reduced
Alaska Permanent Fund Corp1,391$290.0K0.01%+1,391New
Green Square Capital Advisors LLC1,234$291.0K0.06%+1,234New
Voya Financial Advisors, Inc.1,240$292.0K0.03%−11−0.9%Reduced
Financial Consulate, Inc1,239$292.0K0.10%+139+12.6%Added
Journey Advisory Group, LLC1,242$293.0K0.08%+250+25.2%Added
Astoria Portfolio Advisors LLC.1,244$293.0K0.23%+1,244New
ACG Wealth1,245$294.0K0.04%−757−37.8%Reduced
Prime Capital Investment Advisors, LLC1,246$294.0K0.02%−9−0.7%Reduced
Bradley Foster & Sargent Inc1,246$294.0K0.01%+1,246New
Radnor Capital Management, LLC1,245$294.0K0.07%+1,245New
Centerpoint Advisors, LLC1,250$295.0K0.13%00.0%Unchanged
Axiom Investment Management LLC1,258$296.0K0.29%+2+0.2%Added
Rise Advisors, LLC1,258$296.6K0.28%+1,258New
Autumn Glory Partners, LLC1,264$298.0K0.12%+1,264New
River Wealth Advisors LLC1,269$299.0K0.05%+140+12.4%Added
Ossiam1,290$304.0K0.01%−1,348−51.1%Reduced
Evernest Financial Advisors, LLC2,255$304.9K0.16%+2,255New
Successful Portfolios LLC1,292$305.0K0.17%−5−0.4%Reduced
Meristem Family Wealth, LLC1,299$306.0K0.03%00.0%Unchanged
Valley Brook Capital Group1,300$306.0K0.26%00.0%Unchanged
Veracity Capital LLC1,301$307.0K0.12%−207−13.7%Reduced
Curi Capital1,304$307.0K0.05%00.0%Unchanged
Bluefin Capital Management, LLC1,300$307.0K0.02%+1,300New
AdvisorNet Financial, Inc1,307$308.0K0.02%+191+17.1%Added
Wilbanks Smith & Thomas Asset Management LLC1,315$310.0K0.01%−20−1.5%Reduced
Barber Financial Group, Inc.1,326$313.0K0.04%+125+10.4%Added
Golden Green, Inc.1,331$314.0K0.25%−1,152−46.4%Reduced
Capital Analysts, LLC1,333$314.0K0.02%+28+2.1%Added
Jump Financial, LLC1,330$314.0K0.02%+1,330New
Sara-Bay Financial1,340$316.0K0.09%00.0%Unchanged
Ausdal Financial Partners, Inc.1,374$324.0K0.04%+16+1.2%Added
Polar Asset Management Partners Inc.1,414$333.0K0.00%−4,989−77.9%Reduced
Ballentine Partners, LLC1,409$333.0K0.01%+68+5.1%Added
Philadelphia Trust Co1,416$334.0K0.02%00.0%Unchanged
1776 Wealth LLC1,421$335.0K0.18%+321+29.2%Added
Altium Wealth Management LLC1,427$336.0K0.02%+349+32.4%Added
Financial Counselors Inc1,431$337.0K0.01%+82+6.1%Added
Procyon Private Wealth Partners, LLC1,441$340.0K0.07%−302−17.3%Reduced
Demars Financial Group, LLC1,441$340.0K0.18%−41−2.8%Reduced
BCS Wealth Management1,451$342.0K0.12%+63+4.5%Added
Freestone Capital Holdings, LLC1,458$344.0K0.01%+1,458New
WD Rutherford LLC1,465$345.0K0.17%−1,405−49.0%Reduced
Geneos Wealth Management Inc.1,467$345.0K0.01%+39+2.7%Added
Barings LLC1,466$346.0K0.01%−223−13.2%Reduced
Moloney Securities Asset Management, LLC1,466$346.0K0.06%−75−4.9%Reduced
Quest Capital Management Inc1,468$346.0K0.06%+35+2.4%Added
Parkside Financial Bank & Trust1,468$347.0K0.09%+1,149+360.2%Added
Tobam1,490$351.0K0.02%+343+29.9%Added
Icon Wealth Partners, LLC1,497$353.0K0.04%+7+0.5%Added
Stock Yards Bank & Trust Co1,500$354.0K0.02%00.0%Unchanged
Rehmann Capital Advisory Group1,507$355.6K0.03%−17−1.1%Reduced
Shelton Capital Management1,519$358.0K0.01%00.0%Unchanged
Chesley Taft & Associates LLC1,523$359.0K0.02%00.0%Unchanged
Clear Street Markets LLC1,524$359.0K0.03%+1,524New
Chilton Investment Co LLC1,527$360.0K0.01%−377−19.8%Reduced
Sheets Smith Wealth Management1,527$360.0K0.04%00.0%Unchanged
Mark Stevens1,539$363.0K0.04%00.0%Unchanged
Fayez Sarofim & Co1,544$364.0K0.00%00.0%Unchanged
Money Concepts Capital Corp1,544$364.0K0.03%+1,544New
AIA Group Ltd1,565$369.0K0.02%−338−17.8%Reduced
Quadrant Capital Group LLC1,565$369.0K0.04%+50+3.3%Added
Purus Wealth Management, LLC1,572$371.0K0.23%−26−1.6%Reduced
St Germain D J Co Inc1,572$371.0K0.02%00.0%Unchanged
Highview Capital Management LLC1,582$373.0K0.24%+1,582New
Engine No. 1 LLC1,598$377.0K0.08%+333+26.3%Added
Wesbanco Bank Inc1,620$382.0K0.01%−173−9.6%Reduced
Smith Chas P & Associates Pa Cpas1,618$382.0K0.03%+60+3.9%Added
Sofos Investments, Inc.1,652$386.0K0.03%+1,650+82,500.0%Added
Arlington Partners LLC1,640$387.0K0.10%+109+7.1%Added
Thompson Siegel & Walmsley LLC1,647$388.0K0.01%−362−18.0%Reduced
Orion Portfolio Solutions, LLC1,644$388.0K0.01%−80−4.6%Reduced
Transcend Wealth Collective, LLC1,647$388.0K0.03%+605+58.1%Added
Latitude Advisors, LLC1,649$389.0K0.11%+370+28.9%Added
CAPROCK Group, Inc.1,655$390.0K0.03%+269+19.4%Added
First National Bank of Hutchinson1,692$399.0K0.23%+53+3.2%Added
National Asset Management, Inc.1,689$399.0K0.01%+259+18.1%Added
Horizon Investments, LLC1,701$400.0K0.01%+146+9.4%Added
qPULA Trading Management LP1,701$401.0K0.72%+1,701New
U.S. Capital Wealth Advisors, LLC1,707$403.0K0.02%+148+9.5%Added
Landscape Capital Management, L.L.C.1,711$404.0K0.06%−131−7.1%Reduced
Boston Private Wealth LLC1,717$405.0K0.01%−768−30.9%Reduced
PFG Private Wealth Management, LLC1,717$405.0K0.21%+195+12.8%Added
Advisors Preferred, LLC1,745$411.0K0.04%−234−11.8%Reduced
SPC Financial, Inc.1,770$417.0K0.05%00.0%Unchanged
Checchi Capital Advisers, LLC1,774$418.0K0.05%+14+0.8%Added
Assenagon Asset Management S.A.1,776$419.0K0.00%−28−1.6%Reduced
CarsonAllaria Wealth Management, Ltd.1,777$419.0K0.37%+1,777New
Castleview Partners, LLC102,487$434.0K0.00%+102,487New
Hayek Kallen Investment Management1,845$435.0K0.16%−50−2.6%Reduced
D.B. Root & Company, LLC1,856$437.0K0.16%−67−3.5%Reduced