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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, 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
Asset Dedication, LLC845$165.0K0.02%−151−15.2%Reduced
First Financial Corp841$177.0K0.11%00.0%Unchanged
Private Trust Co NA862$181.4K0.02%+332+62.6%Added
First Command Bank881$185.4K0.02%00.0%Unchanged
First Command Financial Services, Inc.881$185.4K0.02%00.0%Unchanged
Sit Investment Associates Inc885$186.0K0.01%+115+14.9%Added
NVWM, LLC887$186.7K0.06%+172+24.1%Added
Key Financial Inc931$195.9K0.07%00.0%Unchanged
Gleason Group, Inc.951$200.2K0.06%+2+0.2%Added
Fortitude Advisory Group L.L.C.953$200.5K0.16%+953New
Global Retirement Partners, LLC928$201.5K0.01%+195+26.6%Added
Provident Wealth Management, LLC958$201.6K0.10%−4−0.4%Reduced
Evercore Wealth Management, LLC959$201.8K0.00%−12−1.2%Reduced
RDA Financial Network965$203.1K0.09%+6+0.6%Added
PDS Planning, Inc965$203.2K0.03%+965New
Holderness Investments Co970$204.1K0.08%00.0%Unchanged
Full Sail Capital, LLC972$204.6K0.02%−10−1.0%Reduced
Hoxton Planning & Management, LLC973$204.8K0.11%−91−8.6%Reduced
G&S Capital LLC973$204.8K0.09%+4+0.4%Added
Ritholtz Wealth Management975$205.2K0.01%−3,772−79.5%Reduced
Arvest Trust Co N A980$206.3K0.01%+7+0.7%Added
Carlson Capital Management983$206.9K0.01%−7−0.7%Reduced
Strategic Wealth Partners, Ltd.983$207.0K0.03%+40+4.2%Added
BKD Wealth Advisors, LLC986$207.5K0.01%+986New
Groesbeck Investment Management Corp992$209.0K0.31%00.0%Unchanged
Forum Financial Management, LP996$209.6K0.01%+8+0.8%Added
Perigon Wealth Management, LLC996$209.7K0.01%−267−21.1%Reduced
Dumont & Blake Investment Advisors LLC1,000$210.0K0.07%00.0%Unchanged
Thompson Davis & Co., Inc.1,000$210.5K0.27%−106−9.6%Reduced
Shufro Rose & Co LLC1,000$210.5K0.02%−91−8.3%Reduced
Heartwood Wealth Advisors LLC1,000$210.5K0.03%00.0%Unchanged
LGT Fund Management Co Ltd.1,000$210.5K0.09%00.0%Unchanged
Spinnaker Trust1,000$210.5K0.02%00.0%Unchanged
Journey Advisory Group, LLC1,009$212.4K0.03%−172−14.6%Reduced
Endowment Wealth Management, Inc.1,010$212.6K0.21%−27−2.6%Reduced
Rise Advisors, LLC1,012$213.1K0.16%−228−18.4%Reduced
Flagship Harbor Advisors, LLC1,019$214.4K0.02%−55−5.1%Reduced
Rosenberg Matthew Hamilton1,021$214.9K0.07%00.0%Unchanged
Samalin Investment Counsel, LLC1,024$215.5K0.13%−3−0.3%Reduced
Aurora Private Wealth, Inc.1,028$216.0K0.23%+12+1.2%Added
Phillips Wealth Planners LLC982$216.1K0.29%+112+12.9%Added
Menard Financial Group LLC1,031$217.0K0.50%−396−27.8%Reduced
Perennial Investment Advisors, LLC1,034$217.6K0.04%+161+18.4%Added
Miller Wealth Advisors, LLC1,468$218.0K3.19%+1,043+245.4%Added
Financial Architects, Inc1,037$218.2K0.04%−18−1.7%Reduced
Aviance Capital Partners, LLC1,039$218.7K0.05%00.0%Unchanged
Hyperion Partners, LLC1,040$218.9K0.20%00.0%Unchanged
Jump Financial, LLC1,043$219.5K0.01%+1,043New
Capital Analysts, LLC1,048$220.0K0.01%−9−0.9%Reduced
Investment House LLC1,050$221.0K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC1,055$222.0K0.04%−38−3.5%Reduced
Manhattan West Asset Management, LLC1,057$222.5K0.10%+1,057New
Oliver Lagore Vanvalin Investment Group1,060$223.2K0.10%+27+2.6%Added
Machina Capital S.A.S.1,068$224.8K0.20%+1,068New
Blueprint Investment Partners LLC1,078$226.9K0.05%−76−6.6%Reduced
Visionary Wealth Advisors1,083$227.9K0.02%−62−5.4%Reduced
Demars Financial Group, LLC1,085$228.4K0.13%−6−0.5%Reduced
TCI Wealth Advisors, Inc.1,088$229.0K0.03%−36−3.2%Reduced
Radnor Capital Management, LLC1,090$229.0K0.06%00.0%Unchanged
Resources Investment Advisors, LLC.1,090$229.4K0.01%+1,090New
LGT Financial Advisors LLC1,091$229.6K0.43%+171+18.6%Added
City State Bank1,096$231.0K0.13%00.0%Unchanged
Resolute Wealth Strategies, LLC1,098$231.1K0.20%+1,098New
Advisory Resource Group1,098$231.2K0.06%+2+0.2%Added
Capital Square, LLC1,089$231.5K0.21%+117+12.0%Added
TriaGen Wealth Management LLC1,101$231.7K0.12%−226−17.0%Reduced
Spreng Capital Management, Inc.1,111$233.8K0.20%+10+0.9%Added
Curi Capital1,116$234.8K0.03%00.0%Unchanged
IFG Advisory, LLC1,115$234.8K0.02%−130−10.4%Reduced
Evergreen Capital Management LLC1,124$236.6K0.01%−36−3.1%Reduced
Harvest Investment Services, LLC1,127$237.2K0.18%+1,127New
Drake & Associates, LLC1,142$240.3K0.12%+81+7.6%Added
InterOcean Capital Group, LLC1,145$241.0K0.01%−934−44.9%Reduced
Prosperity Financial Group, Inc.1,148$241.6K0.24%+1,148New
True Link Financial Advisors, LLC1,150$242.0K0.03%00.0%Unchanged
Dorsey & Whitney Trust CO LLC1,150$242.0K0.02%+244+26.9%Added
Smith Chas P & Associates Pa Cpas1,163$245.0K0.02%+29+2.6%Added
D.A. Davidson & Co.1,167$245.7K0.00%+5+0.4%Added
Lombard Odier Asset Management (Switzerland) SA1,168$245.8K0.02%00.0%Unchanged
Country Club Bank1,187$246.5K0.02%00.0%Unchanged
Clearstead Advisors, LLC1,176$247.5K0.02%−353−23.1%Reduced
Scotia Capital Inc.1,178$248.0K0.00%−4,044−77.4%Reduced
CarsonAllaria Wealth Management, Ltd.1,187$250.0K0.21%+3+0.3%Added
Washington Trust Bank1,196$251.7K0.03%+1,196New
FourThought Financial Partners, LLC1,198$252.2K0.03%−5−0.4%Reduced
BancorpSouth Bank1,203$253.2K0.02%00.0%Unchanged
Horizon Investments, LLC1,223$256.7K0.01%+32+2.7%Added
Money Concepts Capital Corp1,220$256.8K0.01%−842−40.8%Reduced
Founders Financial Alliance, LLC1,209$257.3K0.13%−2,302−65.6%Reduced
CX Institutional1,218$257.5K0.01%+171+16.3%Added
NinePointTwo Capital1,230$258.0K0.10%+146+13.5%Added
Mill Creek Capital Advisors, LLC1,226$258.0K0.01%−8−0.6%Reduced
SevenOneSeven Capital Management1,193$259.2K0.58%+1,193New
Cornerstone Wealth Management, LLC1,240$261.0K0.03%+1,240New
Harbour Investments, Inc.1,240$261.0K0.01%+46+3.9%Added
Valmark Advisers, Inc.1,257$264.5K0.01%−33−2.6%Reduced
Successful Portfolios LLC1,264$266.0K0.17%−2−0.2%Reduced
Reitz Capital Advisors LLC1,265$266.2K0.25%−135−9.6%Reduced
KRS Capital Management, LLC1,267$266.7K0.30%+26+2.1%Added
Meridian Wealth Management, LLC1,270$267.3K0.02%+95+8.1%Added