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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
Thornburg Investment Management Inc2,196$518.0K0.01%+2,196New
Sentry Investment Management LLC2,184$515.0K0.14%+2,184New
Gladstone Institutional Advisory LLC2,164$510.0K0.04%−425−16.4%Reduced
GPS Wealth Strategies Group, LLC2,159$509.0K0.11%−36−1.6%Reduced
NEXT Financial Group, Inc2,154$508.0K0.03%−534−19.9%Reduced
Avantax Advisory Services, Inc.2,154$508.0K0.01%+53+2.5%Added
Weatherly Asset Management L. P.2,145$506.0K0.06%00.0%Unchanged
Newbridge Financial Services Group, Inc.2,106$497.0K0.23%+272+14.8%Added
Conning Inc.2,100$495.0K0.01%−330−13.6%Reduced
Absoluto Partners Gestao de Recursos Ltda2,097$494.0K0.15%−950−31.2%Reduced
Jacobi Capital Management LLC2,094$494.0K0.06%+967+85.8%Added
Amussen Hunsaker Associates LLC2,110$493.0K0.12%−193−8.4%Reduced
Family Legacy, Inc.2,158$493.0K0.20%−11−0.5%Reduced
Total Clarity Wealth Management, Inc.2,087$492.0K0.22%+217+11.6%Added
Donaldson Capital Management, LLC2,078$490.0K0.02%−103−4.7%Reduced
Tradition Wealth Management, LLC2,067$487.0K0.06%+10.0%Added
Resources Management Corp2,063$487.0K0.06%+91+4.6%Added
Metis Global Partners, LLC2,060$486.0K0.14%+2,060New
Harbor Investment Advisory, LLC2,020$476.0K0.06%−130−6.0%Reduced
Marshall Financial Group LLC2,012$474.0K0.17%−650−24.4%Reduced
StrategIQ Financial Group, LLC2,011$474.0K0.05%+2,011New
Pineno Levin & Ford Asset Management, Inc.2,003$472.0K0.14%00.0%Unchanged
Thrive Wealth Management, LLC2,002$472.0K0.16%+2,002New
Patron Partners Advisors, LLC1,994$470.0K0.31%+73+3.8%Added
Alphasimplex Group, LLC1,974$466.0K0.79%−1,391−41.3%Reduced
Stonegate Investment Group, LLC1,971$465.0K0.02%+1,971New
HRT Financial LP1,950$459.0K0.00%+1,950New
Monarch Capital Management Inc1,937$457.0K0.12%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich1,923$453.0K0.00%−1,588−45.2%Reduced
Baker Tilly Wealth Management, LLC1,920$453.0K0.05%+380+24.7%Added
Seven Eight Capital, LP1,921$452.0K0.08%−551−22.3%Reduced
Balasa Dinverno & Foltz LLC1,901$448.0K0.03%−264−12.2%Reduced
EverSource Wealth Advisors, LLC1,895$446.0K0.12%+1,895New
Perennial Investment Advisors, LLC1,860$440.0K0.14%−16−0.9%Reduced
Resources Investment Advisors, LLC.1,855$438.0K0.02%+79+4.4%Added
YorkBridge Wealth Partners, LLC1,858$438.0K0.10%+1,858New
D.B. Root & Company, LLC1,856$437.0K0.16%−67−3.5%Reduced
Hayek Kallen Investment Management1,845$435.0K0.16%−50−2.6%Reduced
Castleview Partners, LLC102,487$434.0K0.00%+102,487New
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
Checchi Capital Advisers, LLC1,774$418.0K0.05%+14+0.8%Added
SPC Financial, Inc.1,770$417.0K0.05%00.0%Unchanged
Advisors Preferred, LLC1,745$411.0K0.04%−234−11.8%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
Landscape Capital Management, L.L.C.1,711$404.0K0.06%−131−7.1%Reduced
U.S. Capital Wealth Advisors, LLC1,707$403.0K0.02%+148+9.5%Added
qPULA Trading Management LP1,701$401.0K0.72%+1,701New
Horizon Investments, LLC1,701$400.0K0.01%+146+9.4%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
CAPROCK Group, Inc.1,655$390.0K0.03%+269+19.4%Added
Latitude Advisors, LLC1,649$389.0K0.11%+370+28.9%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
Arlington Partners LLC1,640$387.0K0.10%+109+7.1%Added
Sofos Investments, Inc.1,652$386.0K0.03%+1,650+82,500.0%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
Engine No. 1 LLC1,598$377.0K0.08%+333+26.3%Added
Highview Capital Management LLC1,582$373.0K0.24%+1,582New
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
AIA Group Ltd1,565$369.0K0.02%−338−17.8%Reduced
Quadrant Capital Group LLC1,565$369.0K0.04%+50+3.3%Added
Fayez Sarofim & Co1,544$364.0K0.00%00.0%Unchanged
Money Concepts Capital Corp1,544$364.0K0.03%+1,544New
Mark Stevens1,539$363.0K0.04%00.0%Unchanged
Chilton Investment Co LLC1,527$360.0K0.01%−377−19.8%Reduced
Sheets Smith Wealth Management1,527$360.0K0.04%00.0%Unchanged
Chesley Taft & Associates LLC1,523$359.0K0.02%00.0%Unchanged
Clear Street Markets LLC1,524$359.0K0.03%+1,524New
Shelton Capital Management1,519$358.0K0.01%00.0%Unchanged
Rehmann Capital Advisory Group1,507$355.6K0.03%−17−1.1%Reduced
Stock Yards Bank & Trust Co1,500$354.0K0.02%00.0%Unchanged
Icon Wealth Partners, LLC1,497$353.0K0.04%+7+0.5%Added
Tobam1,490$351.0K0.02%+343+29.9%Added
Parkside Financial Bank & Trust1,468$347.0K0.09%+1,149+360.2%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
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
Freestone Capital Holdings, LLC1,458$344.0K0.01%+1,458New
BCS Wealth Management1,451$342.0K0.12%+63+4.5%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
Financial Counselors Inc1,431$337.0K0.01%+82+6.1%Added
Altium Wealth Management LLC1,427$336.0K0.02%+349+32.4%Added
1776 Wealth LLC1,421$335.0K0.18%+321+29.2%Added
Philadelphia Trust Co1,416$334.0K0.02%00.0%Unchanged
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
Ausdal Financial Partners, Inc.1,374$324.0K0.04%+16+1.2%Added
Sara-Bay Financial1,340$316.0K0.09%00.0%Unchanged
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