Skip to main content

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
Baystate Wealth Management LLC113$12.0K0.00%−30−21.0%Reduced
Gradient Investments LLC114$12.1K0.00%−8−6.6%Reduced
Colonial Trust Advisors116$12.3K0.00%−2−1.7%Reduced
Salem Investment Counselors Inc122$12.9K0.00%−155−56.0%Reduced
Arrow Financial Corp122$12.9K0.00%00.0%Unchanged
MV Capital Management, Inc.123$13.0K0.00%+57+86.4%Added
Investors Research Corp124$13.1K0.00%00.0%Unchanged
DecisionPoint Financial, LLC144$15.2K0.01%−102−41.5%Reduced
Field & Main Bank150$15.9K0.01%−165−52.4%Reduced
Arcadia Investment Management Corp150$15.9K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc157$16.6K0.00%00.0%Unchanged
RFP Financial Group LLC171$18.1K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC174$18.4K0.01%+174New
PFG Private Wealth Management, LLC174$18.4K0.01%−139−44.4%Reduced
Clear Investment Research, LLC176$18.6K0.03%00.0%Unchanged
Delta Asset Management LLC184$19.5K0.00%−70−27.6%Reduced
Coston, McIsaac & Partners195$20.0K0.01%00.0%Unchanged
Creative Financial Designs Inc194$20.6K0.00%00.0%Unchanged
Trust Co of Vermont195$20.6K0.00%−70−26.4%Reduced
McIlrath & Eck, LLC196$20.7K0.00%−83−29.7%Reduced
Rosenberg Matthew Hamilton196$20.7K0.01%−76−27.9%Reduced
Hartford Financial Management Inc.200$21.2K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC200$21.2K0.00%+56+38.9%Added
Miller Wealth Advisors, LLC215$22.8K0.02%+1+0.5%Added
Center for Financial Planning, Inc.217$23.0K0.00%+207+2,070.0%Added
HM Payson & Co227$24.0K0.00%00.0%Unchanged
Stephens Consulting, LLC229$24.2K0.01%+1+0.4%Added
Massmutual Trust Co FSB237$25.1K0.00%+98+70.5%Added
Studio Investment Management LLC248$26.2K0.01%+248New
Column Capital Advisors, LLC251$26.6K0.00%00.0%Unchanged
Heritage Wealth Advisors281$29.7K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group283$29.9K0.01%−423−59.9%Reduced
Quent Capital, LLC283$30.0K0.00%−80−22.0%Reduced
Armstrong Advisory Group, Inc297$31.4K0.00%−43−12.6%Reduced
Larson Financial Group LLC299$31.7K0.00%−62−17.2%Reduced
Federated Hermes, Inc.300$31.7K0.00%−250−45.5%Reduced
AllSquare Wealth Management LLC300$31.7K0.02%−100−25.0%Reduced
Covestor Ltd304$33.0K0.02%+99+48.3%Added
Grove Bank & Trust314$33.2K0.01%−40−11.3%Reduced
Hexagon Capital Partners LLC2,315$33.5K0.01%+2,219+2,311.5%Added
Sandy Spring Bank324$34.3K0.00%+17+5.5%Added
Glassman Wealth Services326$34.5K0.01%+90+38.1%Added
Healthcare of Ontario Pension Plan Trust Fund330$34.9K0.00%−109,000−99.7%Reduced
North Star Investment Management Corp.332$35.1K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC339$35.9K0.01%−39−10.3%Reduced
Global Financial Private Client, LLC346$35.9K0.02%00.0%Unchanged
Edmond de Rothschild Holding S.A.340$36.0K0.00%00.0%Unchanged
Venturi Wealth Management, LLC341$36.1K0.00%+102+42.7%Added
RE Advisers Corp344$36.4K0.00%00.0%Unchanged
Castleview Partners, LLC344$36.4K0.03%+103+42.7%Added
CoreFirst Bank & Trust345$36.5K0.03%+345New
Washington Trust Co350$37.0K0.00%−9−2.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC351$37.2K0.00%−81−18.8%Reduced
Intelligent Financial Strategies369$39.0K0.03%−132−26.3%Reduced
Loomis Sayles & Co L P386$41.0K0.00%+219+131.1%Added
Milestone Investment Advisors LLC405$42.8K0.01%+405New
AdvisorNet Financial, Inc413$43.7K0.00%−7−1.7%Reduced
Operose Advisors LLC427$45.2K0.02%+427New
XY Capital Ltd439$46.4K0.04%+219+99.5%Added
Proequities, Inc.444$47.0K0.00%−4,273−90.6%Reduced
Smithfield Trust Co424$48.0K0.00%−2,182−83.7%Reduced
Versant Capital Management, Inc456$48.2K0.02%−22−4.6%Reduced
Baker Avenue Asset Management, LP458$48.5K0.00%+14+3.2%Added
Duncker Streett & Co Inc460$48.7K0.01%−1,506−76.6%Reduced
Parkside Financial Bank & Trust472$49.9K0.01%+20+4.4%Added
West Paces Advisors Inc.482$51.0K0.02%−40−7.7%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP435$51.1K0.00%−473−52.1%Reduced
HHM Wealth Advisors, LLC484$51.2K0.01%+191+65.2%Added
Cedar Wealth Management, LLC509$53.8K0.02%00.0%Unchanged
West Tower Group, LLC533$56.4K0.03%+151+39.5%Added
Geneos Wealth Management Inc.564$59.6K0.00%−110−16.3%Reduced
KB Financial Partners, LLC568$60.0K0.02%−86−13.1%Reduced
Sugarloaf Wealth Management, LLC577$61.0K0.02%−11,407−95.2%Reduced
Credential Qtrade Securities Inc.579$61.3K0.00%−4,997−89.6%Reduced
Alta Advisers Ltd600$63.5K0.04%00.0%Unchanged
Pinnacle Bancorp, Inc.614$65.0K0.02%+250+68.7%Added
Annapolis Financial Services, LLC635$67.2K0.02%00.0%Unchanged
Global Retirement Partners, LLC643$68.8K0.00%−378−37.0%Reduced
Caldwell Trust Co663$70.1K0.01%+275+70.9%Added
ORG Partners LLC666$70.5K0.02%+27+4.2%Added
Rise Advisors, LLC690$73.0K0.06%−302−30.4%Reduced
Cary Street Partner Investment Advisory LLC692$73.2K0.00%−1,956−73.9%Reduced
Hollencrest Capital Management720$76.2K0.01%00.0%Unchanged
Riverview Trust Co725$76.7K0.07%+608+519.7%Added
Audent Global Asset Management, LLC773$81.7K0.09%+773New
Lindbrook Capital, LLC785$83.1K0.01%+86+12.3%Added
First Financial Corp791$83.7K0.05%−43−5.2%Reduced
NVWM, LLC800$84.6K0.03%00.0%Unchanged
First Command Advisory Services, Inc.806$85.3K0.00%+806New
Silver Oak Securities, Inc809$85.5K0.02%−2,004−71.2%Reduced
Prestige Wealth Management Group LLC818$86.5K0.02%−247−23.2%Reduced
Key Financial Inc931$98.5K0.03%00.0%Unchanged
Gleason Group, Inc.957$101.3K0.03%+3+0.3%Added
Bank Julius Baer & Co. Ltd, Zurich962$102.0K0.00%−171−15.1%Reduced
Exchange Traded Concepts, LLC1,043$110.3K0.00%+1,043New
Harbor Investment Advisory, LLC1,098$116.1K0.02%−477−30.3%Reduced
Colonial Trust Co1,112$117.7K0.03%−72−6.1%Reduced
CarsonAllaria Wealth Management, Ltd.1,195$126.5K0.10%+5+0.4%Added
Pittenger & Anderson Inc1,200$127.0K0.01%−2,668−69.0%Reduced
Counterpoint Mutual Funds LLC1,219$129.0K0.11%+1,219New