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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davenport & Co LLC | 5,054 | $1.06M | 0.01% | +381+8.2% | Added |
| Solidarilty Wealth, LLC | 5,100 | $1.07M | 0.49% | +5,100 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,142 | $1.08M | 0.06% | −7,606−59.7% | Reduced |
| Roman Butler Fullerton & Co | 4,962 | $1.09M | 0.54% | −188−3.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,236 | $1.10M | 0.01% | −555−9.6% | Reduced |
| Everence Capital Management Inc | 5,243 | $1.10M | 0.09% | −1,580−23.2% | Reduced |
| DFPG Investments, LLC | 5,244 | $1.10M | 0.12% | +178+3.5% | Added |
| Dynamic Advisor Solutions LLC | 5,246 | $1.10M | 0.06% | +156+3.1% | Added |
| TD Private Client Wealth LLC | 5,368 | $1.13M | 0.05% | +1,731+47.6% | Added |
| Sentry LLC | 5,395 | $1.14M | 0.27% | +5,395 | New |
| Beacon Pointe Advisors, LLC | 5,424 | $1.14M | 0.02% | −381−6.6% | Reduced |
| Mutual Advisors, LLC | 5,438 | $1.14M | 0.05% | +2,044+60.2% | Added |
| Merit Financial Group, LLC | 5,455 | $1.15M | 0.04% | +10+0.2% | Added |
| Boothbay Fund Management, LLC | 5,476 | $1.15M | 0.03% | +1,160+26.9% | Added |
| Bank of Stockton | 5,486 | $1.15M | 0.40% | −42−0.8% | Reduced |
| HB Wealth Management, LLC | 5,589 | $1.18M | 0.02% | −158−2.7% | Reduced |
| Allen Capital Group, LLC | 5,672 | $1.19M | 0.23% | +5,672 | New |
| James Investment Research Inc | 5,676 | $1.20M | 0.16% | −13−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,693 | $1.20M | 0.14% | +5,693 | New |
| Cipher Capital LP | 5,755 | $1.21M | 0.22% | +5,755 | New |
| Jefferies Financial Group Inc. | 5,800 | $1.22M | 0.03% | +5,800 | New |
| Wealth Alliance | 5,809 | $1.22M | 0.20% | +1,648+39.6% | Added |
| Roundview Capital LLC | 5,860 | $1.23M | 0.13% | +1,535+35.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 5,862 | $1.23M | 0.42% | +1,399+31.3% | Added |
| Ahrens Investment Partners LLC | 5,865 | $1.23M | 0.61% | −4,845−45.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,000 | $1.24M | 0.51% | +5,350+823.1% | Added |
| Malaga Cove Capital, LLC | 5,869 | $1.24M | 0.61% | −147−2.4% | Reduced |
| Veriti Management LLC | 5,926 | $1.25M | 0.15% | −496−7.7% | Reduced |
| Royal Fund Management, LLC | 5,937 | $1.25M | 0.19% | −333−5.3% | Reduced |
| Independent Advisor Alliance | 5,941 | $1.25M | 0.06% | +5,941 | New |
| CM Wealth Advisors LLC | 5,732 | $1.26M | 0.24% | +5,732 | New |
| Cullen/Frost Bankers, Inc. | 5,990 | $1.26M | 0.02% | −1,474−19.7% | Reduced |
| Impax Asset Management Group plc | 5,991 | $1.26M | 0.01% | +145+2.5% | Added |
| Hilltop Holdings Inc. | 5,998 | $1.26M | 0.17% | −285−4.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,030 | $1.27M | 0.39% | +3,407+129.9% | Added |
| Guardian Wealth Advisors, LLC | 6,033 | $1.27M | 0.22% | +1,223+25.4% | Added |
| Blueshift Asset Management, LLC | 6,049 | $1.27M | 0.53% | +6,049 | New |
| Manchester Capital Management LLC | 6,052 | $1.27M | 0.17% | +562+10.2% | Added |
| Hantz Financial Services, Inc. | 6,090 | $1.28M | 0.03% | +2,557+72.4% | Added |
| Apollon Wealth Management, LLC | 6,172 | $1.30M | 0.08% | −84−1.3% | Reduced |
| Canandaigua National Bank & Trust Co | 6,193 | $1.30M | 0.22% | +6,193 | New |
| Tokio Marine Asset Management Co Ltd | 6,204 | $1.31M | 0.09% | +559+9.9% | Added |
| IFP Advisors, Inc | 14,770 | $1.32M | 0.06% | −1,258−7.8% | Reduced |
| Segment Wealth Management, LLC | 6,299 | $1.33M | 0.15% | −85−1.3% | Reduced |
| DAGCO, Inc. | 6,313 | $1.33M | 0.71% | +10.0% | Added |
| Desjardins Global Asset Management Inc. | 6,348 | $1.34M | 0.17% | +403+6.8% | Added |
| Signaturefd, LLC | 6,351 | $1.34M | 0.04% | −569−8.2% | Reduced |
| Toroso Investments, LLC | 6,353 | $1.34M | 0.04% | +631+11.0% | Added |
| Level Four Advisory Services, LLC | 6,410 | $1.35M | 0.09% | −1,865−22.5% | Reduced |
| Trust Investment Advisors | 6,462 | $1.36M | 1.22% | −44−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 6,475 | $1.36M | 0.10% | −30.0% | Reduced |
| Western Wealth Management, LLC | 6,524 | $1.37M | 0.13% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 6,538 | $1.38M | 0.21% | −297−4.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,539 | $1.38M | 0.05% | −32−0.5% | Reduced |
| Raymond James Trust N.A. | 6,549 | $1.38M | 0.04% | +1,506+29.9% | Added |
| Rothschild Investment Corp | 6,557 | $1.38M | 0.12% | −134−2.0% | Reduced |
| Empirical Finance, LLC | 6,586 | $1.39M | 0.13% | +324+5.2% | Added |
| Ethic Inc. | 6,653 | $1.40M | 0.06% | +2,478+59.4% | Added |
| Spire Wealth Management | 6,691 | $1.41M | 0.05% | +3,009+81.7% | Added |
| Moody National Bank Trust Division | 6,734 | $1.42M | 0.12% | −10−0.1% | Reduced |
| Ieq Capital, LLC | 6,805 | $1.43M | 0.03% | −2,836−29.4% | Reduced |
| Avantax Advisory Services, Inc. | 6,849 | $1.44M | 0.02% | +2,461+56.1% | Added |
| Virtu Financial LLC | 6,867 | $1.45M | 0.15% | +6,867 | New |
| Synovus Financial Corp | 6,889 | $1.45M | 0.02% | −4,404−39.0% | Reduced |
| Steinberg Asset Management LLC | 6,918 | $1.46M | 1.48% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,027 | $1.48M | 0.04% | −43−0.6% | Reduced |
| Pensionfund Sabic | 7,100 | $1.49M | 0.52% | −1,200−14.5% | Reduced |
| Epoch Investment Partners, Inc. | 7,109 | $1.50M | 0.01% | −366−4.9% | Reduced |
| Patten Group, Inc. | 7,123 | $1.50M | 0.45% | +170+2.4% | Added |
| Change Path, LLC | 7,162 | $1.51M | 0.07% | +96+1.4% | Added |
| Fairbanks Capital Management, Inc. | 7,219 | $1.52M | 1.21% | +378+5.5% | Added |
| Pine Valley Investments Ltd Liability Co | 6,934 | $1.53M | 0.23% | +6,934 | New |
| Seven Eight Capital, LP | 7,358 | $1.55M | 0.32% | +5,205+241.8% | Added |
| Tower Research Capital LLC (TRC) | 7,408 | $1.56M | 0.05% | +1,068+16.8% | Added |
| Quantamental Technologies LLC | 7,591 | $1.60M | 0.86% | +7,591 | New |
| Park Circle Co | 7,595 | $1.60M | 1.55% | −1,465−16.2% | Reduced |
| Redwood Investment Management, LLC | 7,623 | $1.60M | 0.17% | +7,623 | New |
| Citizens National Bank Trust Department | 7,660 | $1.61M | 0.45% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,700 | $1.62M | 0.45% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7,711 | $1.62M | 0.22% | +324+4.4% | Added |
| King Wealth | 7,711 | $1.62M | 0.36% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,715 | $1.62M | 0.03% | +3,396+78.6% | Added |
| BerganKDV Wealth Management, LLC | 7,759 | $1.63M | 0.17% | −108−1.4% | Reduced |
| Westover Capital Advisors, LLC | 7,817 | $1.65M | 0.61% | −7,934−50.4% | Reduced |
| Caxton Associates LP | 7,838 | $1.65M | 0.26% | +7,838 | New |
| Brendel Financial Advisors LLC | 7,920 | $1.67M | 1.23% | +7,920 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,955 | $1.67M | 0.14% | −180−2.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,830 | $1.68M | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 8,199 | $1.73M | 0.22% | −193−2.3% | Reduced |
| Benchmark Investment Advisors LLC | 8,286 | $1.74M | 1.79% | −210−2.5% | Reduced |
| Vontobel Holding Ltd. | 8,393 | $1.77M | 0.02% | −1,774−17.4% | Reduced |
| Sand Hill Global Advisors, LLC | 8,433 | $1.77M | 0.10% | −87−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,449 | $1.78M | 0.07% | −203−2.3% | Reduced |
| Naples Global Advisors, LLC | 8,567 | $1.80M | 0.22% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 8,580 | $1.81M | 0.79% | +4,710+121.7% | Added |
| Parsec Financial Management, Inc. | 8,621 | $1.81M | 0.08% | +28+0.3% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 8,731 | $1.83M | 1.74% | +271+3.2% | Added |
| Pathstone Family Office, LLC | 8,867 | $1.83M | 0.03% | −12,495−58.5% | Reduced |
| National Asset Management, Inc. | 8,752 | $1.84M | 0.05% | −1,611−15.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,797 | $1.85M | 0.05% | +40.0% | Added |