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Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Dollar General Corp as of Mar 31, 2023. 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
1,241
−13 vs. Q4 2022
Shares held
202.3M
−1.97M (−1.0%) vs. Q4 2022
Total value
$42.6B
−$7.68B (−15.3%) vs. Q4 2022
New holders
137
453 more added
Sold out
150
481 more reduced

23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,241 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 heldQ1 2023: $42.6B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q4 2022.

Institutions holding DG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Summit Wealth Group, LLC14,101$00.00%+14,101New
Tfo-TDC, LLC1$2100.00%−19−95.0%Reduced
Sofos Investments, Inc.210$3320.01%−36−14.6%Reduced
Highline Wealth Partners LLC2$4210.00%−1−33.3%Reduced
25 LLC2$4400.00%+2New
Syverson Strege & Co3$5470.00%00.0%Unchanged
WestEnd Advisors, LLC–$6310.00%––
USA Financial Portformulas Corp3$6310.00%+3New
Albion Financial Group3$6320.00%00.0%Unchanged
Delos Wealth Advisors, LLC4$8420.00%00.0%Unchanged
True Wealth Design, LLC4$8420.00%00.0%Unchanged
First PREMIER Bank5$1.00K0.00%00.0%Unchanged
Baldrige Asset Management LLC3$1.00K0.00%+3New
Avion Wealth8$1.00K0.00%+8New
Bellwether Advisors, LLC5$1.05K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.6$1.26K0.00%00.0%Unchanged
Tompkins Financial Corp6$1.26K0.00%00.0%Unchanged
Bellevue Asset Management, LLC7$1.47K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC7$1.47K0.00%+7New
Evermay Wealth Management LLC7$1.47K0.00%+7New
Jackson, Grant Investment Advisers, Inc.9$1.89K0.00%+9New
Valley National Advisers Inc9$2.00K0.00%00.0%Unchanged
Penserra Capital Management LLC12$2.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC10$2.00K0.00%+10New
Center for Financial Planning, Inc.10$2.10K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.10$2.11K0.00%00.0%Unchanged
Hallmark Capital Management Inc13$2.74K0.00%−1,046−98.8%Reduced
Carolinas Wealth Consulting LLC14$2.95K0.00%−28−66.7%Reduced
Tucker Asset Management LLC14$2.95K0.00%+14New
Buck Wealth Strategies, LLC14$3.01K0.00%+14New
Northwest Investment Counselors, LLC15$3.16K0.00%00.0%Unchanged
First Manhattan Co19$4.00K0.00%−85−81.7%Reduced
Disciplined Investments, LLC19$4.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.20$4.00K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP20$4.21K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.20$4.21K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.21$4.42K0.00%00.0%Unchanged
Hoey Investments, Inc21$4.42K0.00%+21New
PFG Private Wealth Management, LLC22$4.63K0.00%00.0%Unchanged
SJS Investment Consulting Inc.22$4.63K0.00%−12−35.3%Reduced
Red Tortoise LLC23$4.84K0.00%00.0%Unchanged
FIL Ltd23$4.84K0.00%+19+475.0%Added
AlphaMark Advisors, LLC23$5.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC24$5.05K0.00%+24New
Stone House Investment Management, LLC24$5.15K0.00%+24New
Lowe Wealth Advisors, LLC25$5.26K0.00%−25−50.0%Reduced
Barrett & Company, Inc.25$5.26K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.25$5.29K0.01%00.0%Unchanged
Activest Wealth Management26$5.47K0.00%+26New
Raffa Wealth Management, LLC28$5.89K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.28$5.89K0.00%+28New
Winch Advisory Services, LLC28$6.00K0.00%−6−17.6%Reduced
ClariVest Asset Management LLC27$6.00K0.00%00.0%Unchanged
Country Trust Bank29$6.10K0.00%00.0%Unchanged
JJJ Advisors Inc.29$6.18K0.00%−8−21.6%Reduced
Plante Moran Financial Advisors, LLC30$6.31K0.00%00.0%Unchanged
DT Investment Partners, LLC29$6.38K0.00%00.0%Unchanged
MB, Levis & Associates, LLC32$6.74K0.00%00.0%Unchanged
DecisionPoint Financial, LLC32$6.74K0.00%+32New
Schubert & Co33$6.95K0.01%−11−25.0%Reduced
Aspire Private Capital, LLC34$7.23K0.00%00.0%Unchanged
Fortis Advisors, LLC35$7.37K0.00%00.0%Unchanged
M&R Capital Management Inc35$7.37K0.00%00.0%Unchanged
Silicon Valley Capital Partners36$7.58K0.00%+36New
Motco37$7.79K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC40$8.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.40$8.42K0.00%+40New
Sutton Wealth Advisors Inc.41$8.63K0.00%−19−31.7%Reduced
Pflug Koory, LLC42$8.84K0.00%00.0%Unchanged
Castleview Partners, LLC42$8.84K0.01%+29+223.1%Added
Financial Management Professionals, Inc.48$10.0K0.00%−67−58.3%Reduced
Eagle Bay Advisors LLC49$10.3K0.01%−19−27.9%Reduced
Providence Capital Advisors, LLC50$10.5K0.00%−3−5.7%Reduced
St. Johns Investment Management Company, LLC50$10.5K0.01%00.0%Unchanged
Islay Capital Management, LLC50$10.5K0.01%00.0%Unchanged
Cary Street Partners Asset Management LLC50$10.5K0.00%00.0%Unchanged
Close Asset Management Ltd50$11.0K0.00%00.0%Unchanged
Dividend Assets Capital, LLC45$11.0K0.00%00.0%Unchanged
Crewe Advisors LLC56$11.8K0.00%−34−37.8%Reduced
Compass Wealth Management LLC59$12.4K0.00%00.0%Unchanged
Missouri Trust & Investment Co60$12.6K0.01%00.0%Unchanged
MCF Advisors LLC62$13.0K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.63$13.3K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC64$13.5K0.01%+5+8.5%Added
Bank of New Hampshire65$13.7K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc65$14.0K0.02%00.0%Unchanged
Abound Wealth Management71$14.8K0.01%+23+47.9%Added
Baillie Gifford & Co72$15.2K0.00%+10+16.1%Added
IMA Wealth, Inc.75$15.8K0.00%00.0%Unchanged
Atticus Wealth Management, LLC78$16.4K0.01%−219−73.7%Reduced
Front Row Advisors LLC81$17.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc82$17.3K0.00%−10−10.9%Reduced
Tortoise Investment Management, LLC82$17.3K0.00%−9−9.9%Reduced
Sound Income Strategies, LLC86$18.1K0.00%+9+11.7%Added
Moisand Fitzgerald Tamayo, LLC87$18.3K0.00%00.0%Unchanged
AXS Investments LLC89$18.7K0.01%+17+23.6%Added
Ogorek Anthony Joseph94$19.0K0.01%00.0%Unchanged
Pacific Center for Financial Services92$19.4K0.01%+92New
JNBA Financial Advisors96$20.3K0.00%00.0%Unchanged