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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, Q3 2023

Institutional positions in Dollar General Corp as of Sep 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
1,037
−114 vs. Q2 2023
Shares held
196.5M
−5.21M (−2.6%) vs. Q2 2023
Total value
$20.8B
−$13.4B (−39.2%) vs. Q2 2023
New holders
141
382 more added
Sold out
255
408 more reduced

13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 1,037 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 heldQ3 2023: $20.8B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q2 2023.

Institutions holding DG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth3$00.00%−3−50.0%Reduced
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
NewSquare Capital LLC1$1060.00%−999−99.9%Reduced
Carmel Capital Partners, LLC1$1060.00%+1New
Highline Wealth Partners LLC2$2120.00%00.0%Unchanged
Cornerstone Planning Group LLC2$2120.00%+2New
WestEnd Advisors, LLC3$3170.00%+3New
Albion Financial Group3$3180.00%00.0%Unchanged
JJJ Advisors Inc.4$4240.00%−25−86.2%Reduced
True Wealth Design, LLC4$4240.00%00.0%Unchanged
Perkins Coie Trust Co5$5290.00%+5New
Delos Wealth Advisors, LLC4$5540.00%00.0%Unchanged
Tompkins Financial Corp6$6350.00%00.0%Unchanged
Raleigh Capital Management Inc.7$7320.00%+7New
Cherry Tree Wealth Management, LLC7$7410.00%−2−22.2%Reduced
Tucker Asset Management LLC7$7410.00%+2+40.0%Added
Iron Horse Wealth Management, LLC8$8460.00%+8New
TFC Financial Management8$8470.00%−308−97.5%Reduced
First PREMIER Bank5$1.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC13$1.00K0.00%+13New
Tfo-TDC, LLC6$1.02K0.00%+5+500.0%Added
Trifecta Capital Advisors, LLC10$1.06K0.00%−625−98.4%Reduced
First Personal Financial Services10$1.06K0.00%+10New
SOA Wealth Advisors, LLC.10$1.06K0.00%00.0%Unchanged
SJS Investment Consulting Inc.11$1.16K0.00%+3+37.5%Added
Aspire Private Capital, LLC12$1.27K0.00%00.0%Unchanged
Addison Advisors LLC12$1.27K0.00%+12New
Buck Wealth Strategies, LLC14$1.52K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC15$1.59K0.00%00.0%Unchanged
Avalon Trust Co15$1.59K0.00%+15New
Archer Investment Corp16$1.69K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC15$1.79K0.00%+1+7.1%Added
Briaud Financial Planning, Inc20$2.00K0.00%+20New
Core Wealth Advisors, Inc.20$2.12K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP20$2.12K0.00%00.0%Unchanged
Hoey Investments, Inc21$2.22K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.21$2.22K0.00%00.0%Unchanged
Red Tortoise LLC23$2.43K0.00%−28−54.9%Reduced
Provence Wealth Management Group23$2.43K0.00%+23New
Sutton Wealth Advisors Inc.24$2.54K0.00%−15−38.5%Reduced
Stone House Investment Management, LLC25$2.60K0.00%00.0%Unchanged
Barrett & Company, Inc.25$2.65K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.25$2.67K0.00%00.0%Unchanged
Activest Wealth Management26$2.75K0.00%00.0%Unchanged
Mascoma Wealth Management LLC27$2.86K0.00%+27New
Raffa Wealth Management, LLC28$2.96K0.00%00.0%Unchanged
Capital Analysts, LLC33$3.00K0.00%−1,015−96.9%Reduced
Winch Advisory Services, LLC28$3.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management25$3.00K0.00%00.0%Unchanged
Country Trust Bank29$3.07K0.00%00.0%Unchanged
Macroview Investment Management LLC29$3.09K0.00%+29New
Plante Moran Financial Advisors, LLC30$3.17K0.00%−12−28.6%Reduced
MB, Levis & Associates, LLC32$3.39K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.40$4.00K0.00%+20+100.0%Added
Steward Financial Group LLC46$4.00K0.00%+46New
Motco40$4.23K0.00%−7−14.9%Reduced
Pflug Koory, LLC42$4.44K0.00%00.0%Unchanged
Asset Dedication, LLC95$5.00K0.00%−16−14.4%Reduced
Tower View Investment Management & Research LLC52$5.00K0.00%00.0%Unchanged
Dividend Assets Capital, LLC45$5.00K0.00%00.0%Unchanged
Valley National Advisers Inc45$5.00K0.00%+36+400.0%Added
M&R Capital Management Inc50$5.29K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC50$5.29K0.00%00.0%Unchanged
Providence Capital Advisors, LLC50$5.29K0.00%00.0%Unchanged
Islay Capital Management, LLC50$5.29K0.00%00.0%Unchanged
CGC Financial Services, LLC50$5.29K0.00%00.0%Unchanged
Eagle Bay Advisors LLC54$5.71K0.00%+8+17.4%Added
Compass Wealth Management LLC59$6.24K0.00%00.0%Unchanged
Evermay Wealth Management LLC59$6.24K0.00%+14+31.1%Added
Itau Unibanco Holding S.A.61$6.45K0.00%−1−1.6%Reduced
Pin Oak Investment Advisors Inc65$7.00K0.01%00.0%Unchanged
Bell Investment Advisors, Inc67$7.09K0.00%+6+9.8%Added
Annis Gardner Whiting Capital Advisors, LLC69$7.30K0.00%+69New
Legacy Financial Group LLC70$7.41K0.00%+70New
Tortoise Investment Management, LLC73$7.72K0.00%00.0%Unchanged
MCF Advisors LLC73$7.72K0.00%+10+15.9%Added
Jamison Private Wealth Management, Inc.73$7.77K0.00%+73New
Sofos Investments, Inc.65$7.79K0.00%−105−61.8%Reduced
Focused Wealth Management, Inc77$8.17K0.00%00.0%Unchanged
Atticus Wealth Management, LLC78$8.25K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC81$8.57K0.00%−88−52.1%Reduced
Front Row Advisors LLC81$8.57K0.00%−23−22.1%Reduced
Bartlett & Co. LLC81$9.00K0.00%−88−52.1%Reduced
Ogorek Anthony Joseph94$9.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC82$9.00K0.00%+23+39.0%Added
Meeder Asset Management Inc87$9.21K0.00%+87New
Abound Wealth Management88$9.28K0.00%+8+10.0%Added
Pacific Center for Financial Services92$9.73K0.00%00.0%Unchanged
Sound Income Strategies, LLC96$10.2K0.00%00.0%Unchanged
JNBA Financial Advisors96$10.2K0.00%00.0%Unchanged
Zions Bancorporation, N.A.98$10.4K0.00%+5+5.4%Added
CNB Bank100$10.6K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.100$10.6K0.00%00.0%Unchanged
Concord Wealth Partners100$10.6K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO100$10.6K0.01%+100New
Fortis Group Advisors, LLC100$10.6K0.00%+100New
Pacifica Partners Inc.100$10.6K0.01%+100New
Crewe Advisors LLC104$11.0K0.00%+100+2,500.0%Added
Financial Freedom, LLC106$11.2K0.01%00.0%Unchanged
Earnest Partners LLC113$12.0K0.00%00.0%Unchanged