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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 1,855 | $438.0K | 0.02% | +79+4.4% | Added |
| YorkBridge Wealth Partners, LLC | 1,858 | $438.0K | 0.10% | +1,858 | New |
| Perennial Investment Advisors, LLC | 1,860 | $440.0K | 0.14% | −16−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,895 | $446.0K | 0.12% | +1,895 | New |
| Balasa Dinverno & Foltz LLC | 1,901 | $448.0K | 0.03% | −264−12.2% | Reduced |
| Seven Eight Capital, LP | 1,921 | $452.0K | 0.08% | −551−22.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,923 | $453.0K | 0.00% | −1,588−45.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,920 | $453.0K | 0.05% | +380+24.7% | Added |
| Monarch Capital Management Inc | 1,937 | $457.0K | 0.12% | 00.0% | Unchanged |
| HRT Financial LP | 1,950 | $459.0K | 0.00% | +1,950 | New |
| Stonegate Investment Group, LLC | 1,971 | $465.0K | 0.02% | +1,971 | New |
| Alphasimplex Group, LLC | 1,974 | $466.0K | 0.79% | −1,391−41.3% | Reduced |
| Patron Partners Advisors, LLC | 1,994 | $470.0K | 0.31% | +73+3.8% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 2,003 | $472.0K | 0.14% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,002 | $472.0K | 0.16% | +2,002 | New |
| Marshall Financial Group LLC | 2,012 | $474.0K | 0.17% | −650−24.4% | Reduced |
| StrategIQ Financial Group, LLC | 2,011 | $474.0K | 0.05% | +2,011 | New |
| Harbor Investment Advisory, LLC | 2,020 | $476.0K | 0.06% | −130−6.0% | Reduced |
| Metis Global Partners, LLC | 2,060 | $486.0K | 0.14% | +2,060 | New |
| Tradition Wealth Management, LLC | 2,067 | $487.0K | 0.06% | +10.0% | Added |
| Resources Management Corp | 2,063 | $487.0K | 0.06% | +91+4.6% | Added |
| Donaldson Capital Management, LLC | 2,078 | $490.0K | 0.02% | −103−4.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,087 | $492.0K | 0.22% | +217+11.6% | Added |
| Amussen Hunsaker Associates LLC | 2,110 | $493.0K | 0.12% | −193−8.4% | Reduced |
| Family Legacy, Inc. | 2,158 | $493.0K | 0.20% | −11−0.5% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 2,097 | $494.0K | 0.15% | −950−31.2% | Reduced |
| Jacobi Capital Management LLC | 2,094 | $494.0K | 0.06% | +967+85.8% | Added |
| Conning Inc. | 2,100 | $495.0K | 0.01% | −330−13.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,106 | $497.0K | 0.23% | +272+14.8% | Added |
| Weatherly Asset Management L. P. | 2,145 | $506.0K | 0.06% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,154 | $508.0K | 0.03% | −534−19.9% | Reduced |
| Avantax Advisory Services, Inc. | 2,154 | $508.0K | 0.01% | +53+2.5% | Added |
| GPS Wealth Strategies Group, LLC | 2,159 | $509.0K | 0.11% | −36−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,164 | $510.0K | 0.04% | −425−16.4% | Reduced |
| Sentry Investment Management LLC | 2,184 | $515.0K | 0.14% | +2,184 | New |
| Thornburg Investment Management Inc | 2,196 | $518.0K | 0.01% | +2,196 | New |
| Spreng Capital Management, Inc. | 2,216 | $523.0K | 0.30% | −145−6.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,223 | $524.0K | 0.11% | +34+1.6% | Added |
| Seven Springs Wealth Group, LLC | 2,231 | $526.0K | 0.24% | −958−30.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,234 | $527.0K | 0.04% | +116+5.5% | Added |
| Lake Street Financial LLC | 2,248 | $530.0K | 0.09% | −19−0.8% | Reduced |
| Ethic Inc. | 2,267 | $535.0K | 0.04% | +74+3.4% | Added |
| Modera Wealth Management, LLC | 2,292 | $541.0K | 0.02% | +2,292 | New |
| Burns J W & Co Inc | 2,303 | $543.0K | 0.08% | 00.0% | Unchanged |
| Colony Group LLC | 2,305 | $544.0K | 0.01% | +1,071+86.8% | Added |
| Sunbelt Securities, Inc. | 2,695 | $546.0K | 0.09% | +16+0.6% | Added |
| Graypoint LLC | 2,342 | $552.0K | 0.06% | +340+17.0% | Added |
| Hartline Investment Corp | 2,350 | $554.0K | 0.08% | −800−25.4% | Reduced |
| Westshore Wealth, LLC | 2,356 | $556.0K | 0.38% | −2,596−52.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,361 | $557.0K | 0.04% | +2,361 | New |
| Trust Asset Management LLC | 2,392 | $564.0K | 0.07% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 2,392 | $564.0K | 0.16% | +2,392 | New |
| Systematic Alpha Investments, LLC | 2,400 | $566.0K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,406 | $567.0K | 0.04% | −176−6.8% | Reduced |
| Concorde Asset Management, LLC | 2,404 | $567.0K | 0.35% | +2,404 | New |
| Guardian Wealth Advisors, LLC | 2,408 | $568.0K | 0.24% | +2,408 | New |
| Lincoln National Corp | 2,421 | $571.0K | 0.01% | −252−9.4% | Reduced |
| Siemens Fonds Invest GmbH | 2,432 | $574.0K | 0.04% | −100−3.9% | Reduced |
| Bellecapital International Ltd. | 2,454 | $579.0K | 0.16% | −83−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,461 | $580.0K | 0.00% | −18,178−88.1% | Reduced |
| Global Trust Asset Management, LLC | 2,461 | $580.0K | 0.23% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,470 | $583.0K | 0.03% | −131−5.0% | Reduced |
| WMS Partners, LLC | 2,472 | $583.0K | 0.13% | +596+31.8% | Added |
| Exchange Traded Concepts, LLC | 2,486 | $586.0K | 0.01% | −14,690−85.5% | Reduced |
| Prospera Financial Services Inc | 2,505 | $590.0K | 0.03% | +18+0.7% | Added |
| Dowling & Yahnke LLC | 2,508 | $591.0K | 0.03% | +419+20.1% | Added |
| FineMark National Bank & Trust | 2,519 | $594.0K | 0.02% | −402−13.8% | Reduced |
| Texas Yale Capital Corp. | 2,523 | $595.0K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,531 | $597.0K | 0.08% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,530 | $597.0K | 0.02% | +710+39.0% | Added |
| Acropolis Investment Management, LLC | 2,530 | $597.0K | 0.05% | +934+58.5% | Added |
| Waldron Private Wealth LLC | 2,545 | $600.0K | 0.03% | +180+7.6% | Added |
| Vigilant Capital Management, LLC | 2,547 | $601.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,555 | $603.0K | 0.03% | −541−17.5% | Reduced |
| Avestar Capital, LLC | 2,557 | $603.0K | 0.11% | +194+8.2% | Added |
| Gyroscope Capital Management Group, LLC | 2,560 | $604.0K | 0.22% | −322−11.2% | Reduced |
| Renasant Bank | 2,571 | $607.0K | 0.41% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,574 | $607.0K | 0.02% | +2,574 | New |
| Synovus Financial Corp | 2,572 | $608.0K | 0.01% | −561−17.9% | Reduced |
| First United Bank Trust | 2,580 | $608.0K | 0.22% | +685+36.1% | Added |
| Rockland Trust Co | 2,595 | $612.0K | 0.04% | −365−12.3% | Reduced |
| KG&L Capital Management,LLC | 2,597 | $612.0K | 0.25% | +148+6.0% | Added |
| ICW Investment Advisors LLC | 2,593 | $612.0K | 0.34% | +237+10.1% | Added |
| Hexagon Capital Partners LLC | 2,600 | $613.0K | 0.16% | +345+15.3% | Added |
| Trustcore Financial Services, LLC | 2,633 | $621.0K | 0.07% | −2,460−48.3% | Reduced |
| We Are One Seven, LLC | 2,638 | $622.0K | 0.06% | +1,448+121.7% | Added |
| IFG Advisory, LLC | 2,658 | $626.0K | 0.06% | +92+3.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,669 | $629.0K | 0.07% | −37−1.4% | Reduced |
| Clarius Group, LLC | 2,670 | $630.0K | 0.05% | +31+1.2% | Added |
| B. Riley Wealth Management, Inc. | 2,670 | $630.0K | 0.04% | +1,041+63.9% | Added |
| Community Bank, N.A. | 2,710 | $640.0K | 0.07% | +155+6.1% | Added |
| Edgestream Partners, L.P. | 2,732 | $644.0K | 0.04% | −36,936−93.1% | Reduced |
| Venture Visionary Partners LLC | 2,744 | $647.0K | 0.04% | +126+4.8% | Added |
| Bridgecreek Investment Management, LLC | 2,750 | $649.0K | 0.09% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,780 | $655.0K | 0.09% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,791 | $658.0K | 0.23% | +430+18.2% | Added |
| TrinityPoint Wealth, LLC | 2,823 | $666.0K | 0.12% | +27+1.0% | Added |
| Kinneret Advisory, LLC | 2,841 | $670.0K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,847 | $671.0K | 0.04% | +177+6.6% | Added |
| Financial Enhancement Group LLC | 2,863 | $675.0K | 0.12% | −24−0.8% | Reduced |