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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
Oakworth Capital, Inc.4,937$1.16M0.10%00.0%Unchanged
Aft, Forsyth & Sober, LLC4,950$1.17M0.41%00.0%Unchanged
Davenport & Co LLC4,952$1.17M0.01%+1,083+28.0%Added
Wetherby Asset Management Inc4,954$1.17M0.07%+37+0.8%Added
Bright Rock Capital Management, LLC5,000$1.18M0.27%00.0%Unchanged
Signaturefd, LLC5,029$1.19M0.04%+279+5.9%Added
James Investment Research Inc5,042$1.19M0.11%−199−3.8%Reduced
Capital Asset Advisory Services LLC5,074$1.20M0.13%+963+23.4%Added
Zhang Financial LLC5,098$1.20M0.21%+5,098New
Monetary Management Group Inc5,145$1.21M0.30%+300+6.2%Added
Hantz Financial Services, Inc.5,193$1.23M0.04%+960+22.7%Added
American Portfolios Advisors5,224$1.23M0.04%+399+8.3%Added
Bluestein R H & Co5,223$1.23M0.04%−284,222−98.2%Reduced
F3Logic, LLC5,336$1.23M0.14%−156−2.8%Reduced
Alta Wealth Advisors LLC5,236$1.24M0.76%+121+2.4%Added
Toroso Investments, LLC5,273$1.24M0.04%+951+22.0%Added
Cullen/Frost Bankers, Inc.5,271$1.24M0.02%−273−4.9%Reduced
Annandale Capital, LLC5,283$1.25M0.55%00.0%Unchanged
Cigna Investments Inc5,318$1.25M0.10%−1,950−26.8%Reduced
Liberty Capital Management, Inc.5,343$1.26M0.34%−772−12.6%Reduced
Citizens Financial Group Inc5,506$1.26M0.04%−808−12.8%Reduced
SRN Advisors, LLC5,388$1.27M0.46%+1,541+40.1%Added
Raymond James Trust N.A.5,414$1.28M0.04%+1,041+23.8%Added
Trustmark National Bank Trust Department5,451$1.29M0.10%−176−3.1%Reduced
VELA Investment Management, LLC5,496$1.30M0.87%+5,496New
ARGI Investment Services, LLC5,560$1.31M0.04%+57+1.0%Added
Roman Butler Fullerton & Co5,579$1.32M0.58%−5−0.1%Reduced
Richard Bernstein Advisors LLC5,595$1.32M0.03%−2,807−33.4%Reduced
Whittier Trust Co of Nevada Inc5,597$1.32M0.05%00.0%Unchanged
Sonora Investment Management Group, LLC5,603$1.32M0.15%+5,603New
Wealth Enhancement Advisory Services, LLC6,442$1.32M0.02%−32,411−83.4%Reduced
Oppenheimer & Co Inc5,647$1.33M0.02%−5,834−50.8%Reduced
FDx Advisors, Inc.5,656$1.33M0.04%+2,617+86.1%Added
Blair William & Co5,705$1.34M0.00%+1,352+31.1%Added
LRT Capital Management, LLC5,711$1.35M1.02%+5,711New
Veritable, L.P.5,792$1.37M0.02%+195+3.5%Added
Independent Advisor Alliance5,801$1.37M0.07%−666−10.3%Reduced
Ieq Capital, LLC5,822$1.37M0.03%+764+15.1%Added
Patten Group, Inc.5,820$1.37M0.36%+873+17.6%Added
Banco Bilbao Vizcaya Argentaria, S.A.5,842$1.38M0.02%+52+0.9%Added
Southeast Asset Advisors Inc.5,882$1.39M0.19%−10.0%Reduced
Redwood Investment Management, LLC5,919$1.40M0.18%−19,746−76.9%Reduced
Redpoint Investment Management Pty Ltd5,927$1.40M0.11%−1,127−16.0%Reduced
Malaga Cove Capital, LLC6,016$1.42M0.56%−96−1.6%Reduced
Veriti Management LLC6,070$1.43M0.19%−13−0.2%Reduced
Beacon Pointe Advisors, LLC6,097$1.44M0.04%+2,230+57.7%Added
Fiduciary Trust Co6,265$1.48M0.02%−2,160−25.6%Reduced
Penobscot Investment Management Company, Inc.6,268$1.48M0.20%−1,760−21.9%Reduced
Kentucky Retirement Systems Insurance Trust Fund6,269$1.48M0.14%+206+3.4%Added
Everence Capital Management Inc6,293$1.48M0.11%−1,030−14.1%Reduced
Joel Isaacson & Co., LLC6,292$1.48M0.10%00.0%Unchanged
Windsor Group LTD6,352$1.48M0.27%+25+0.4%Added
Vident Investment Advisory, LLC6,304$1.49M0.04%+675+12.0%Added
Cutler Group LP6,351$1.50M0.10%−346−5.2%Reduced
Aldebaran Financial Inc.6,390$1.51M1.18%00.0%Unchanged
Hancock Whitney Corp6,401$1.51M0.05%−45−0.7%Reduced
Davidson Capital Management Inc.6,405$1.51M0.83%+80+1.3%Added
Change Path, LLC6,414$1.51M0.07%+662+11.5%Added
Schechter Investment Advisors, LLC6,432$1.52M0.14%+6,432New
Royal Fund Management, LLC6,452$1.52M0.22%+695+12.1%Added
Gamco Investors, Inc. Et Al6,500$1.53M0.01%00.0%Unchanged
Crescent Grove Advisors, LLC6,532$1.54M0.14%+4,847+287.7%Added
SeaCrest Wealth Management, LLC6,621$1.56M0.17%−137−2.0%Reduced
Segment Wealth Management, LLC6,635$1.56M0.16%+151+2.3%Added
Cetera Advisors LLC6,722$1.58M0.03%+302+4.7%Added
Cito Capital Group, LLC3,725$1.59M0.66%−2,925−44.0%Reduced
Buckingham Strategic Wealth, LLC6,759$1.59M0.03%−319−4.5%Reduced
Rafferty Asset Management, LLC6,773$1.60M0.01%+1,250+22.6%Added
American National Insurance Co6,795$1.60M0.35%−40,225−85.5%Reduced
Rothschild Investment Corp6,797$1.60M0.12%+82+1.2%Added
Eagle Rock Investment Company, LLC6,882$1.62M0.31%+6,882New
Western Wealth Management, LLC6,997$1.65M0.16%+6,997New
DAGCO, Inc.7,003$1.65M0.65%−50−0.7%Reduced
BerganKDV Wealth Management, LLC7,005$1.65M0.17%+534+8.3%Added
Ergoteles LLC7,021$1.66M0.06%+5,861+505.3%Added
Kestra Private Wealth Services, LLC7,041$1.66M0.08%+1,636+30.3%Added
Steinberg Asset Management LLC7,076$1.67M2.03%−607−7.9%Reduced
Trust Investment Advisors7,079$1.67M1.32%−59−0.8%Reduced
Manhattan West Asset Management, LLC7,116$1.68M1.01%+7,116New
Park Avenue Securities LLC7,225$1.70M0.03%+35+0.5%Added
Bank Pictet & Cie (Asia) Ltd7,288$1.72M0.41%00.0%Unchanged
Cypress Capital Group7,317$1.73M0.22%−5,181−41.5%Reduced
First Hawaiian Bank7,327$1.73M0.05%+3,610+97.1%Added
Hilltop Holdings Inc.7,367$1.74M0.18%+813+12.4%Added
Intrust Bank NA7,369$1.74M0.21%−359−4.6%Reduced
Wambolt & Associates, LLC7,411$1.75M0.63%+1,436+24.0%Added
Wolverine Trading, LLC7,461$1.76M0.02%+3,310+79.7%Added
Canandaigua National Corp7,503$1.77M0.26%+87+1.2%Added
Benjamin F. Edwards & Company, Inc.7,547$1.78M0.08%+959+14.6%Added
Woodard & Co Asset Management Group Inc7,565$1.78M0.85%+181+2.5%Added
Quantinno Capital Management LP7,612$1.79M0.32%+7,612New
King Wealth7,710$1.82M0.34%+475+6.6%Added
Walleye Trading LLC7,718$1.82M0.03%−7,914−50.6%Reduced
CWM Advisors, LLC7,794$1.84M0.21%+175+2.3%Added
Federated Hermes, Inc.7,826$1.84M0.00%−12,394−61.3%Reduced
Anchor Investment Management, LLC7,890$1.86M0.23%+253+3.3%Added
Marco Investment Management LLC7,904$1.86M0.18%00.0%Unchanged
Cetera Advisor Networks LLC7,931$1.87M0.02%+1,514+23.6%Added
Twinbeech Capital LP7,939$1.87M0.11%+6,705+543.4%Added
CIBC World Markets Inc.8,006$1.89M0.01%+2,325+40.9%Added