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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 3,811 | $802.1K | 0.02% | −3,565−48.3% | Reduced |
| Souders Financial Advisors | 3,783 | $796.3K | 0.17% | +222+6.2% | Added |
| Oxinas Partners Wealth Management LLC | 3,772 | $793.9K | 0.57% | +10.0% | Added |
| Parallel Advisors, LLC | 3,706 | $780.0K | 0.03% | −403−9.8% | Reduced |
| Value Partners Investments Inc. | 3,702 | $778.1K | 0.06% | +57+1.6% | Added |
| MBM Wealth Consultants, LLC | 3,320 | $777.0K | 0.33% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,661 | $770.5K | 0.21% | +3,661 | New |
| Court Place Advisors, LLC | 3,630 | $764.0K | 0.28% | +250+7.4% | Added |
| Chicago Trust Co NA | 3,614 | $760.6K | 0.19% | −659−15.4% | Reduced |
| Summit Financial, LLC | 3,605 | $758.6K | 0.07% | +156+4.5% | Added |
| Cypress Asset Management Inc | 3,594 | $756.4K | 0.26% | −35−1.0% | Reduced |
| Waypoint Capital Advisors, LLC | 3,575 | $752.4K | 0.25% | −8−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 3,538 | $744.6K | 0.22% | +93+2.7% | Added |
| Waterloo Capital, L.P. | 3,487 | $733.8K | 0.23% | +3,487 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,486 | $733.6K | 0.23% | −6−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 3,467 | $729.6K | 0.05% | −78−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 3,413 | $718.3K | 0.10% | +689+25.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,400 | $715.6K | 0.74% | +900+36.0% | Added |
| HighTower Trust Services, LTA | 3,304 | $714.0K | 0.07% | +30+0.9% | Added |
| AIA Group Ltd | 3,392 | $713.9K | 0.04% | −517−13.2% | Reduced |
| Fulton Bank, N.A. | 3,386 | $712.6K | 0.04% | +97+2.9% | Added |
| King Luther Capital Management Corp | 3,384 | $712.2K | 0.00% | −383−10.2% | Reduced |
| David Loasby | 3,350 | $711.7K | 0.08% | +1,877+127.4% | Added |
| Los Angeles Capital Management LLC | 3,365 | $708.2K | 0.00% | −23,323−87.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,350 | $704.4K | 0.02% | −200−5.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,343 | $703.6K | 0.08% | +580+21.0% | Added |
| Vista Investment Management | 3,339 | $702.7K | 0.37% | +1,077+47.6% | Added |
| Wealth Quarterback LLC | 3,299 | $694.2K | 0.59% | +274+9.1% | Added |
| Family Legacy, Inc. | 3,295 | $693.5K | 0.30% | +229+7.5% | Added |
| Meeder Advisory Services, Inc. | 3,294 | $693.3K | 0.08% | −387−10.5% | Reduced |
| Integrated Wealth Concepts LLC | 3,246 | $683.0K | 0.01% | +62+1.9% | Added |
| Glenview Trust Co | 3,242 | $682.3K | 0.02% | −100−3.0% | Reduced |
| 44 Wealth Management LLC | 3,226 | $678.9K | 0.23% | +1,365+73.3% | Added |
| Valeo Financial Advisors, LLC | 3,210 | $675.6K | 0.03% | +1,562+94.8% | Added |
| Schechter Investment Advisors, LLC | 3,210 | $675.6K | 0.06% | −1,348−29.6% | Reduced |
| Prestige Wealth Management Group LLC | 3,193 | $672.0K | 0.17% | −919−22.3% | Reduced |
| PAX Financial Group, LLC | 3,178 | $668.8K | 0.16% | +116+3.8% | Added |
| TrinityPoint Wealth, LLC | 3,177 | $668.7K | 0.14% | +17+0.5% | Added |
| Bridgefront Capital, LLC | 3,174 | $668.0K | 0.41% | +3,174 | New |
| Legato Capital Management LLC | 3,173 | $667.8K | 0.12% | +947+42.5% | Added |
| Kula Investments, LLC | 3,152 | $663.4K | 0.16% | +3,152 | New |
| Patten & Patten Inc | 3,120 | $656.6K | 0.06% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 3,113 | $655.2K | 0.13% | −49−1.5% | Reduced |
| PFG Investments, LLC | 3,111 | $654.7K | 0.13% | +3,111 | New |
| Credential Qtrade Securities Inc. | 3,101 | $652.6K | 0.04% | −20−0.6% | Reduced |
| Cito Capital Group, LLC | 3,100 | $652.0K | 0.33% | +75+2.5% | Added |
| X-Square Capital, LLC | 3,066 | $645.0K | 0.38% | −190−5.8% | Reduced |
| Csenge Advisory Group | 3,064 | $644.9K | 0.05% | −918−23.1% | Reduced |
| Profund Advisors LLC | 3,019 | $635.4K | 0.04% | −240−7.4% | Reduced |
| Empire Financial Management Company, LLC | 3,018 | $635.3K | 0.26% | +3,018 | New |
| Sustainable Insight Capital Management, LLC | 3,015 | $634.5K | 0.64% | +3,015 | New |
| DMG Group, LLC | 2,981 | $631.6K | 0.64% | +270+10.0% | Added |
| Octavia Wealth Advisors, LLC | 2,970 | $625.0K | 0.14% | −9−0.3% | Reduced |
| Western Financial Corp | 2,967 | $624.4K | 0.44% | +189+6.8% | Added |
| Legacy Bridge, LLC | 2,955 | $621.9K | 0.43% | −15−0.5% | Reduced |
| ICW Investment Advisors LLC | 2,941 | $619.1K | 0.35% | +242+9.0% | Added |
| Allworth Financial LP | 2,927 | $616.0K | 0.01% | −1,405−32.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,907 | $612.0K | 0.56% | +211+7.8% | Added |
| Balentine LLC | 2,877 | $605.5K | 0.02% | −2,827−49.6% | Reduced |
| Monarch Capital Management Inc | 2,868 | $603.6K | 0.19% | +40+1.4% | Added |
| FineMark National Bank & Trust | 2,867 | $603.4K | 0.03% | +140+5.1% | Added |
| Prospera Financial Services Inc | 2,854 | $601.1K | 0.02% | +741+35.1% | Added |
| Verity & Verity, LLC | 2,850 | $599.8K | 0.08% | −42−1.5% | Reduced |
| Brookstone Capital Management | 2,804 | $598.7K | 0.01% | −471−14.4% | Reduced |
| Thrive Wealth Management, LLC | 2,818 | $593.1K | 0.15% | −48−1.7% | Reduced |
| Boston Private Wealth LLC | 2,801 | $589.4K | 0.01% | −213−7.1% | Reduced |
| Cresset Asset Management, LLC | 2,790 | $587.2K | 0.01% | −1,028−26.9% | Reduced |
| First American Bank | 2,770 | $583.0K | 0.05% | +47+1.7% | Added |
| Dakota Wealth Management | 2,754 | $579.7K | 0.04% | +154+5.9% | Added |
| Advisors Capital Management, LLC | 2,750 | $579.0K | 0.01% | +675+32.5% | Added |
| Whittier Trust Co | 2,751 | $579.0K | 0.01% | +1,963+249.1% | Added |
| Coldstream Capital Management Inc | 2,750 | $578.7K | 0.02% | −512−15.7% | Reduced |
| Central Trust Co | 2,738 | $576.2K | 0.02% | −1,241−31.2% | Reduced |
| MQS Management LLC | 2,730 | $574.6K | 0.37% | +2,730 | New |
| Cigna Investments Inc | 2,729 | $574.0K | 0.11% | −82−2.9% | Reduced |
| Belpointe Asset Management LLC | 2,724 | $573.4K | 0.03% | −3,006−52.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,723 | $573.1K | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,712 | $570.8K | 0.11% | +230+9.3% | Added |
| Ameritas Advisory Services, LLC | 2,586 | $568.9K | 0.03% | −6−0.2% | Reduced |
| Hills Bank & Trust Co | 2,696 | $567.4K | 0.08% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,884 | $565.0K | 0.09% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,682 | $564.5K | 0.06% | +1,345+100.6% | Added |
| Financial Enhancement Group LLC | 2,619 | $562.9K | 0.11% | −6−0.2% | Reduced |
| Renasant Bank | 2,671 | $562.1K | 0.44% | −69−2.5% | Reduced |
| Community Bank, N.A. | 2,670 | $561.9K | 0.08% | −5−0.2% | Reduced |
| Ergoteles LLC | 2,656 | $559.0K | 0.02% | −10,548−79.9% | Reduced |
| Nvest Financial, LLC | 2,607 | $548.6K | 0.57% | −64−2.4% | Reduced |
| Avalon Investment & Advisory | 2,600 | $547.3K | 0.01% | −444−14.6% | Reduced |
| Kennon-Green & Company, LLC | 2,584 | $543.8K | 0.51% | +2,584 | New |
| Lincoln National Corp | 2,583 | $543.5K | 0.01% | −252−8.9% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 2,582 | $543.4K | 0.24% | −10,146−79.7% | Reduced |
| Colony Group LLC | 2,582 | $543.0K | 0.01% | +144+5.9% | Added |
| Gotham Asset Management, LLC | 2,567 | $540.3K | 0.01% | −2,128−45.3% | Reduced |
| Clarius Group, LLC | 2,560 | $538.8K | 0.05% | −298−10.4% | Reduced |
| Silver Oak Securities, Inc | 2,555 | $538.0K | 0.09% | +1,124+78.5% | Added |
| Citizens Financial Group Inc | 2,554 | $537.5K | 0.02% | 00.0% | Unchanged |
| L.M. Kohn & Company | 2,513 | $528.7K | 0.22% | +68+2.8% | Added |
| Sunbelt Securities, Inc. | 2,539 | $527.3K | 0.08% | +3+0.1% | Added |
| Lokken Investment Group LLC | 2,487 | $523.3K | 0.40% | −691−21.7% | Reduced |
| Wedbush Securities Inc | 2,452 | $516.0K | 0.03% | +154+6.7% | Added |