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 |
|---|---|---|---|---|---|
| Barber Financial Group, Inc. | 1,326 | $313.0K | 0.04% | +125+10.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,315 | $310.0K | 0.01% | −20−1.5% | Reduced |
| AdvisorNet Financial, Inc | 1,307 | $308.0K | 0.02% | +191+17.1% | Added |
| Veracity Capital LLC | 1,301 | $307.0K | 0.12% | −207−13.7% | Reduced |
| Curi Capital | 1,304 | $307.0K | 0.05% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 1,300 | $307.0K | 0.02% | +1,300 | New |
| Meristem Family Wealth, LLC | 1,299 | $306.0K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $306.0K | 0.26% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,292 | $305.0K | 0.17% | −5−0.4% | Reduced |
| Evernest Financial Advisors, LLC | 2,255 | $304.9K | 0.16% | +2,255 | New |
| Ossiam | 1,290 | $304.0K | 0.01% | −1,348−51.1% | Reduced |
| River Wealth Advisors LLC | 1,269 | $299.0K | 0.05% | +140+12.4% | Added |
| Autumn Glory Partners, LLC | 1,264 | $298.0K | 0.12% | +1,264 | New |
| Rise Advisors, LLC | 1,258 | $296.6K | 0.28% | +1,258 | New |
| Axiom Investment Management LLC | 1,258 | $296.0K | 0.29% | +2+0.2% | Added |
| Centerpoint Advisors, LLC | 1,250 | $295.0K | 0.13% | 00.0% | Unchanged |
| ACG Wealth | 1,245 | $294.0K | 0.04% | −757−37.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,246 | $294.0K | 0.02% | −9−0.7% | Reduced |
| Bradley Foster & Sargent Inc | 1,246 | $294.0K | 0.01% | +1,246 | New |
| Radnor Capital Management, LLC | 1,245 | $294.0K | 0.07% | +1,245 | New |
| Journey Advisory Group, LLC | 1,242 | $293.0K | 0.08% | +250+25.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,244 | $293.0K | 0.23% | +1,244 | New |
| Voya Financial Advisors, Inc. | 1,240 | $292.0K | 0.03% | −11−0.9% | Reduced |
| Financial Consulate, Inc | 1,239 | $292.0K | 0.10% | +139+12.6% | Added |
| Green Square Capital Advisors LLC | 1,234 | $291.0K | 0.06% | +1,234 | New |
| RFG Advisory, LLC | 1,228 | $290.0K | 0.02% | −147−10.7% | Reduced |
| Larson Financial Group LLC | 1,229 | $290.0K | 0.05% | −46−3.6% | Reduced |
| Alaska Permanent Fund Corp | 1,391 | $290.0K | 0.01% | +1,391 | New |
| AMG National Trust Bank | 1,225 | $289.0K | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,202 | $284.0K | 0.03% | −26,564−95.7% | Reduced |
| Avaii Wealth Management, LLC | 1,205 | $284.0K | 0.28% | +1,205 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,200 | $283.0K | 0.09% | 00.0% | Unchanged |
| City State Bank | 1,195 | $282.0K | 0.17% | +1,195 | New |
| Sage Mountain Advisors LLC | 1,185 | $279.0K | 0.03% | +13+1.1% | Added |
| Quadrature Capital Ltd | 1,180 | $278.0K | 0.01% | +1,180 | New |
| 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 |
| Capital Square, LLC | 1,188 | $277.0K | 0.19% | +1+0.1% | Added |
| Prestige Wealth Management Group LLC | 1,171 | $276.0K | 0.07% | +1+0.1% | 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 |
| Bollard Group LLC | 1,163 | $274.0K | 0.01% | +3+0.3% | Added |
| 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 |
| Visionary Wealth Advisors | 1,147 | $271.0K | 0.02% | +1,147 | New |
| Arvest Trust Co N A | 1,143 | $270.0K | 0.01% | +1,143 | New |
| 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 |
| Central Trust Co | 1,135 | $268.0K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 1,127 | $266.0K | 0.01% | −130−10.3% | Reduced |
| Baker Avenue Asset Management, LP | 1,114 | $263.0K | 0.01% | +1,114 | 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 |
| GraniteShares Advisors LLC | 1,110 | $261.0K | 0.12% | +1,110 | New |
| 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 |
| Princeton Global Asset Management LLC | 1,081 | $255.0K | 0.07% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,070 | $252.0K | 0.01% | +1,070 | New |
| 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 |
| 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 |
| 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 |
| Aviance Capital Partners, LLC | 1,039 | $245.0K | 0.04% | 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 |
| Providence Capital Advisors, LLC | 1,025 | $242.0K | 0.07% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,021 | $241.0K | 0.00% | +55+5.7% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Traphagen Investment Advisors LLC | 1,000 | $235.8K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Bahl & Gaynor Inc | 972 | $229.0K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 970 | $229.0K | 0.07% | 00.0% | Unchanged |
| Advisory Resource Group | 1,090 | $227.0K | 0.08% | +3+0.3% | Added |
| 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 |