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 2022
Institutional positions in Dollar General Corp as of Dec 31, 2022. 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
- 1,277
- +30 vs. Q3 2022
- Shares held
- 204.8M
- −369.2K (−0.2%) vs. Q3 2022
- Total value
- $50.4B
- +$1.18B (+2.4%) vs. Q3 2022
- New holders
- 134
- 523 more added
- Sold out
- 104
- 428 more reduced
20 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 715 | $176.1K | 0.07% | +715 | New |
| NVWM, LLC | 715 | $176.5K | 0.06% | +634+782.7% | Added |
| AdvisorNet Financial, Inc | 718 | $176.7K | 0.02% | +109+17.9% | Added |
| Global Retirement Partners, LLC | 733 | $180.6K | 0.01% | +140+23.6% | Added |
| Princeton Global Asset Management LLC | 741 | $183.0K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 765 | $188.4K | 0.04% | −144−15.8% | Reduced |
| Sit Investment Associates Inc | 770 | $190.0K | 0.01% | −160−17.2% | Reduced |
| Whittier Trust Co | 788 | $194.0K | 0.00% | −6−0.8% | Reduced |
| Greenwich Wealth Management LLC | 817 | $201.0K | 0.02% | −100−10.9% | Reduced |
| Mark Stevens | 816 | $201.0K | 0.03% | −31−3.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 818 | $201.4K | 0.07% | +818 | New |
| Tudor Investment Corp Et Al | 822 | $202.0K | 0.00% | −7,416−90.0% | Reduced |
| Phillips Wealth Planners LLC | 870 | $203.2K | 0.35% | +870 | New |
| Gratus Capital LLC | 832 | $204.9K | 0.02% | 00.0% | Unchanged |
| Single Point Partners, LLC | 834 | $205.0K | 0.05% | −42−4.8% | Reduced |
| Avantax Planning Partners, Inc. | 835 | $205.6K | 0.01% | +835 | New |
| Coastal Investment Advisors, Inc. | 835 | $205.6K | 0.05% | +835 | New |
| Marcum Wealth, LLC | 840 | $206.8K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 841 | $207.1K | 0.13% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 843 | $208.0K | 0.08% | −1,782−67.9% | Reduced |
| Delta Financial Group, Inc. | 840 | $208.0K | 0.09% | +840 | New |
| InTrack Investment Management Inc | 848 | $208.8K | 0.21% | +848 | New |
| Aspiriant, LLC | 850 | $209.3K | 0.01% | +850 | New |
| Mission Wealth Management, LP | 856 | $210.8K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 857 | $211.0K | 0.02% | −134−13.5% | Reduced |
| Sandy Spring Bank | 862 | $212.3K | 0.01% | +555+180.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 867 | $213.4K | 0.02% | −15−1.7% | Reduced |
| Perennial Investment Advisors, LLC | 873 | $215.0K | 0.09% | −11−1.2% | Reduced |
| Independent Wealth Network Inc. | 874 | $215.2K | 0.15% | +27+3.2% | Added |
| SeaBridge Investment Advisors LLC | 875 | $215.5K | 0.08% | +14+1.6% | Added |
| First Command Bank | 881 | $217.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 881 | $217.0K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 884 | $217.7K | 0.07% | +884 | New |
| Providence First Trust Co | 897 | $220.9K | 0.13% | +897 | New |
| Amussen Hunsaker Associates LLC | 899 | $221.3K | 0.06% | −153−14.5% | Reduced |
| WMS Partners, LLC | 905 | $223.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 906 | $223.1K | 0.02% | −105−10.4% | Reduced |
| Key Financial Inc | 931 | $223.3K | 0.11% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 907 | $223.3K | 0.00% | +64+7.6% | Added |
| Brown Capital Management LLC | 908 | $223.6K | 0.00% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 910 | $224.1K | 0.01% | −76−7.7% | Reduced |
| Biltmore Family Office, LLC | 917 | $226.3K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 920 | $226.6K | 0.27% | +920 | New |
| Scholtz & Company, LLC | 922 | $227.0K | 0.16% | +104+12.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 923 | $227.3K | 0.09% | 00.0% | Unchanged |
| Asset Dedication, LLC | 996 | $229.0K | 0.02% | +27+2.8% | Added |
| LBMC Investment Advisors, LLC | 933 | $229.8K | 0.02% | +10+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 943 | $232.3K | 0.04% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 946 | $233.0K | 0.00% | +64+7.3% | Added |
| Gleason Group, Inc. | 949 | $233.7K | 0.07% | +3+0.3% | Added |
| Highland Capital Management, LLC | 955 | $235.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 955 | $235.3K | 0.02% | −2,108−68.8% | Reduced |
| Tradition Wealth Management, LLC | 958 | $236.0K | 0.03% | +3+0.3% | Added |
| First Foundation Advisors | 959 | $236.2K | 0.01% | +31+3.3% | Added |
| RDA Financial Network | 959 | $236.2K | 0.12% | +959 | New |
| Provident Wealth Management, LLC | 962 | $236.9K | 0.14% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 963 | $237.1K | 0.14% | +963 | New |
| Legacy Financial Advisors, Inc. | 968 | $238.4K | 0.05% | +92+10.5% | Added |
| G&S Capital LLC | 969 | $238.6K | 0.11% | +2+0.2% | Added |
| Holderness Investments Co | 970 | $238.9K | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 971 | $239.1K | 0.01% | −1,000−50.7% | Reduced |
| Evercore Wealth Management, LLC | 971 | $239.1K | 0.01% | −529−35.3% | Reduced |
| Capital Square, LLC | 972 | $239.5K | 0.22% | +36+3.8% | Added |
| Arvest Trust Co N A | 973 | $239.6K | 0.02% | −37−3.7% | Reduced |
| Full Sail Capital, LLC | 982 | $241.8K | 0.02% | +13+1.3% | Added |
| Calton & Associates, Inc. | 984 | $242.3K | 0.09% | +984 | New |
| International Assets Investment Management, LLC | 986 | $242.8K | 0.03% | +986 | New |
| Douglass Winthrop Advisors, LLC | 988 | $243.0K | 0.01% | −12−1.2% | Reduced |
| Everhart Financial Group, Inc. | 987 | $243.0K | 0.12% | −351−26.2% | Reduced |
| Gladstone Institutional Advisory LLC | 987 | $243.1K | 0.02% | −251−20.3% | Reduced |
| Forum Financial Management, LP | 988 | $243.3K | 0.01% | −19−1.9% | Reduced |
| Carlson Capital Management | 990 | $243.8K | 0.02% | −11−1.1% | Reduced |
| Groesbeck Investment Management Corp | 992 | $244.0K | 0.41% | +42+4.4% | Added |
| Financial Consulate, Inc | 996 | $245.3K | 0.09% | +26+2.7% | Added |
| Spinnaker Trust | 1,000 | $246.0K | 0.02% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,000 | $246.0K | 0.09% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,000 | $246.3K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $246.3K | 0.11% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,003 | $247.0K | 0.10% | −596−37.3% | Reduced |
| OneAscent Wealth Management LLC | 1,012 | $249.0K | 0.12% | −24−2.3% | Reduced |
| Veracity Capital LLC | 1,014 | $249.8K | 0.12% | +14+1.4% | Added |
| Aurora Private Wealth, Inc. | 1,016 | $250.0K | 0.29% | +122+13.6% | Added |
| Boston Financial Mangement LLC | 1,016 | $250.3K | 0.01% | +33+3.4% | Added |
| Rosenberg Matthew Hamilton | 1,021 | $251.4K | 0.09% | +2+0.2% | Added |
| Traphagen Investment Advisors LLC | 1,023 | $251.9K | 0.04% | +23+2.3% | Added |
| Samalin Investment Counsel, LLC | 1,027 | $252.8K | 0.16% | +1+0.1% | Added |
| Centaurus Financial, Inc. | 1,033 | $254.0K | 0.02% | +64+6.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,033 | $254.4K | 0.15% | +15+1.5% | Added |
| Endowment Wealth Management, Inc. | 1,037 | $255.4K | 0.28% | −58−5.3% | Reduced |
| Aviance Capital Partners, LLC | 1,039 | $255.9K | 0.06% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,040 | $256.0K | 0.02% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,040 | $256.1K | 0.24% | +1,040 | New |
| Accredited Investors Inc. | 1,042 | $256.6K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,047 | $257.8K | 0.02% | +1,047 | New |
| Investment House LLC | 1,050 | $258.6K | 0.02% | 00.0% | Unchanged |
| Financial Architects, Inc | 1,055 | $259.8K | 0.04% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,055 | $259.8K | 0.27% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,057 | $260.0K | 0.02% | −273−20.5% | Reduced |
| Hallmark Capital Management Inc | 1,059 | $260.8K | 0.02% | −46−4.2% | Reduced |
| Drake & Associates, LLC | 1,061 | $261.3K | 0.14% | +209+24.5% | Added |