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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, Q2 2023

Institutional positions in Dollar General Corp as of Jun 30, 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
1,164
−67 vs. Q1 2023
Shares held
201.9M
−290.4K (−0.1%) vs. Q1 2023
Total value
$34.3B
−$8.24B (−19.4%) vs. Q1 2023
New holders
125
424 more added
Sold out
192
484 more reduced

10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 1,164 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 heldQ2 2023: $34.3B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q1 2023.

Institutions holding DG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Waratah Capital Advisors Ltd.1,709$290.2K0.01%+1,709New
Csenge Advisory Group1,750$297.1K0.02%−1,314−42.9%Reduced
Samalin Investment Counsel, LLC1,758$298.5K0.16%+734+71.7%Added
Koss-Olinger Consulting, LLC1,767$300.0K0.03%+1,767New
Empowered Funds, LLC1,780$302.2K0.01%+1,780New
EA Series Trust1,780$302.2K0.01%+1,780New
Arkadios Wealth Advisors1,788$303.5K0.04%+7+0.4%Added
Patron Partners Advisors, LLC1,790$303.9K0.21%−132−6.9%Reduced
Solidarilty Wealth, LLC1,800$305.6K0.13%−3,300−64.7%Reduced
Summit Trail Advisors, LLC1,802$305.9K0.01%−124−6.4%Reduced
Green Square Capital Advisors LLC1,809$307.1K0.04%−40−2.2%Reduced
Deseret Mutual Benefit Administrators1,814$308.0K0.12%−8−0.4%Reduced
GTS Securities LLC1,814$308.0K0.01%+1,814New
Voya Financial Advisors, Inc.1,862$310.5K0.04%+475+34.2%Added
Legacy Wealth Asset Management, LLC1,836$311.7K0.11%+31+1.7%Added
Burns J W & Co Inc1,850$314.0K0.05%−300−14.0%Reduced
Siemens Fonds Invest GmbH1,886$318.6K0.03%00.0%Unchanged
Moors & Cabot, Inc.1,892$321.2K0.02%−2,622−58.1%Reduced
Summit Global Investments1,896$322.0K0.02%−8−0.4%Reduced
1776 Wealth LLC1,906$323.6K0.17%+524+37.9%Added
CWA Asset Management Group, LLC1,908$323.9K0.02%+1,908New
Baron Wealth Management LLC1,915$325.1K0.21%+195+11.3%Added
Newbridge Financial Services Group, Inc.1,938$329.0K0.16%−294−13.2%Reduced
EPG Wealth Management LLC1,944$330.0K0.10%+1,944New
Invesco, LLC1,946$330.4K0.16%+1,946New
U.S. Capital Wealth Advisors, LLC1,950$331.1K0.02%+89+4.8%Added
Valeo Financial Advisors, LLC1,962$333.1K0.02%−1,248−38.9%Reduced
Duncker Streett & Co Inc1,966$333.8K0.07%−170−8.0%Reduced
Congress Wealth Management LLC1,971$334.8K0.01%−51,734−96.3%Reduced
Meridian Wealth Advisors, LLC1,989$337.6K0.08%+2+0.1%Added
D.A. Davidson & Co.1,992$338.4K0.00%+825+70.7%Added
Global Assets Advisory, LLC2,000$339.6K0.31%00.0%Unchanged
Venator Management LLC2,000$340.0K0.12%+2,000New
StrategIQ Financial Group, LLC2,011$341.4K0.04%00.0%Unchanged
Graypoint LLC2,014$342.0K0.03%−18−0.9%Reduced
Nilsine Partners, LLC2,020$343.0K0.05%−31−1.5%Reduced
Texas Yale Capital Corp.2,028$344.3K0.02%00.0%Unchanged
Accredited Investors Inc.2,042$346.7K0.02%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.2,050$348.0K0.11%+2,050New
Lake Street Financial LLC2,057$349.2K0.06%−8,461−80.4%Reduced
WD Rutherford LLC2,070$351.4K0.22%−135−6.1%Reduced
Hayek Kallen Investment Management2,096$356.0K0.15%−125−5.6%Reduced
Garrison Point Advisors, LLC2,111$358.4K0.26%−267−11.2%Reduced
Independent Financial Group, LLC2,113$358.8K0.02%+213+11.2%Added
CAPROCK Group, Inc.2,124$360.6K0.03%−204−8.8%Reduced
Nomura Holdings Inc2,128$361.3K0.00%+2,128New
Golden State Equity Partners2,134$362.3K0.10%+101+5.0%Added
W.H. Cornerstone Investments Inc.2,141$364.0K0.33%−766−26.4%Reduced
Weatherly Asset Management L. P.2,145$364.2K0.04%00.0%Unchanged
Smith, Moore & Co.2,145$364.2K0.05%+765+55.4%Added
Dryden Capital, LLC2,150$365.0K0.52%+700+48.3%Added
SeaCrest Wealth Management, LLC2,159$366.6K0.05%−1,760−44.9%Reduced
Fidelis Capital Partners, LLC2,171$368.6K0.13%+245+12.7%Added
Beacon Capital Management, LLC2,179$369.9K0.10%−6−0.3%Reduced
Meridian Wealth Management, LLC2,183$370.7K0.03%+913+71.9%Added
Synovus Financial Corp2,219$376.7K0.00%−4,670−67.8%Reduced
Wilbanks Smith & Thomas Asset Management LLC2,224$377.6K0.01%+105+5.0%Added
Teza Capital Management LLC2,228$378.3K0.06%+612+37.9%Added
Highview Capital Management LLC2,239$380.1K0.20%00.0%Unchanged
Balentine LLC2,247$381.5K0.01%−630−21.9%Reduced
Gotham Asset Management, LLC2,249$381.8K0.01%−318−12.4%Reduced
Legacy Bridge, LLC2,255$382.9K0.26%−700−23.7%Reduced
Whittier Trust Co2,268$385.1K0.01%−483−17.6%Reduced
GPS Wealth Strategies Group, LLC2,285$387.9K0.07%−144−5.9%Reduced
Mount Yale Investment Advisors, LLC2,293$389.3K0.04%+922+67.3%Added
Manchester Capital Management LLC2,300$390.5K0.05%−3,752−62.0%Reduced
Bank Ozk2,314$392.9K0.19%+2,314New
Main Street Financial Solutions, LLC2,322$394.3K0.05%+300+14.8%Added
Parallax Volatility Advisers, L.P.2,325$394.7K0.01%−21,586−90.3%Reduced
CWM Advisors, LLC2,347$398.5K0.05%+559+31.3%Added
Hartline Investment Corp2,350$399.0K0.07%00.0%Unchanged
Boston Private Wealth LLC2,361$400.8K0.01%−440−15.7%Reduced
Global Trust Asset Management, LLC2,361$400.9K0.18%00.0%Unchanged
Central Trust Co2,382$404.4K0.01%−356−13.0%Reduced
Crescent Grove Advisors, LLC2,383$404.6K0.04%−28−1.2%Reduced
Renasant Bank2,429$412.4K0.34%−242−9.1%Reduced
Erste Asset Management GmbH2,480$413.6K0.01%+1,080+77.1%Added
Clarius Group, LLC2,460$417.7K0.03%−100−3.9%Reduced
Roundview Capital LLC2,462$418.0K0.04%−3,398−58.0%Reduced
Wedbush Securities Inc2,468$419.0K0.02%+16+0.7%Added
Advisors Capital Management, LLC2,475$420.0K0.01%−275−10.0%Reduced
Saranac Partners Ltd2,488$422.4K0.23%+2,488New
Lombard Odier Asset Management (USA) Corp2,500$424.4K0.05%+2,500New
Meiji Yasuda Asset Management Co Ltd.2,506$425.0K0.02%−2,636−51.3%Reduced
Retirement Guys Formula LLC2,508$425.8K0.25%+2,508New
Procyon Private Wealth Partners, LLC2,513$426.6K0.05%+531+26.8%Added
Hills Bank & Trust Co2,542$431.6K0.06%−154−5.7%Reduced
Lokken Investment Group LLC2,553$433.5K0.28%+66+2.7%Added
Parallel Advisors, LLC2,588$439.4K0.01%−1,118−30.2%Reduced
Ameritas Investment Partners, Inc.2,599$441.3K0.02%−124−4.6%Reduced
Paradigm Asset Management Co LLC2,600$441.4K0.12%−5,100−66.2%Reduced
Morningstar Investment Management LLC2,615$444.0K0.06%+2,615New
Smithfield Trust Co2,606$445.0K0.03%+2,108+423.3%Added
Citizens Financial Group Inc2,643$448.7K0.02%+89+3.5%Added
Cary Street Partner Investment Advisory LLC2,648$449.6K0.03%−24,300−90.2%Reduced
Cigna Investments Inc2,651$450.0K0.08%−78−2.9%Reduced
Thrive Wealth Management, LLC2,651$450.1K0.12%−167−5.9%Reduced
Sunbelt Securities, Inc.2,692$457.1K0.07%+153+6.0%Added
Ballentine Partners, LLC2,712$460.4K0.01%+1,203+79.7%Added
Lincoln National Corp2,716$461.3K0.01%+133+5.1%Added