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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,229 | $129.0K | 0.00% | −193−13.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,222 | $129.0K | 0.02% | +163+15.4% | Added |
| Peoples Bank | 1,255 | $132.8K | 0.11% | +1,255 | New |
| Sit Investment Associates Inc | 1,280 | $135.0K | 0.00% | +320+33.3% | Added |
| Sentry Investment Management LLC | 1,278 | $135.0K | 0.06% | +1,278 | New |
| Transamerica Financial Advisors, Inc. | 1,345 | $143.0K | 0.02% | −360−21.1% | Reduced |
| Tradition Wealth Management, LLC | 1,353 | $143.0K | 0.02% | +62+4.8% | Added |
| WR Wealth Planners, LLC | 1,382 | $146.2K | 0.06% | +419+43.5% | Added |
| AM Squared Ltd | 1,400 | $148.1K | 0.23% | −1,800−56.3% | Reduced |
| Clearstead Advisors, LLC | 1,416 | $149.8K | 0.01% | −10−0.7% | Reduced |
| Horizon Investments, LLC | 1,435 | $151.0K | 0.00% | −13−0.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1,432 | $151.5K | 0.02% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 1,432 | $151.6K | 0.02% | +1,125+366.4% | Added |
| City State Bank | 1,461 | $155.0K | 0.09% | +215+17.3% | Added |
| FNY Investment Advisers, LLC | 1,470 | $155.0K | 0.09% | +1,440+4,800.0% | Added |
| Centerpoint Advisors, LLC | 1,479 | $156.0K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,477 | $156.3K | 0.02% | −38−2.5% | Reduced |
| Private Trust Co NA | 1,508 | $159.5K | 0.02% | +662+78.3% | Added |
| V-Square Quantitative Management LLC | 1,512 | $160.0K | 0.07% | +1,512 | New |
| St Germain D J Co Inc | 1,572 | $166.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,574 | $166.6K | 0.01% | −1,014−39.2% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $169.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,602 | $169.5K | 0.01% | +249+18.4% | Added |
| Penobscot Investment Management Company, Inc. | 1,605 | $169.8K | 0.02% | −1,340−45.5% | Reduced |
| Harbour Investments, Inc. | 1,645 | $174.1K | 0.01% | +265+19.2% | Added |
| Centaurus Financial, Inc. | 1,663 | $176.0K | 0.02% | +395+31.2% | Added |
| Deseret Mutual Benefit Administrators | 1,669 | $176.6K | 0.09% | −145−8.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,779 | $188.3K | 0.07% | +1,779 | New |
| Manchester Capital Management LLC | 1,785 | $188.9K | 0.03% | −515−22.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,843 | $195.0K | 0.10% | −95−4.9% | Reduced |
| Ethos Financial Group, LLC | 1,891 | $200.1K | 0.05% | +1,891 | New |
| Excalibur Management Corp | 1,898 | $200.8K | 0.10% | +1,898 | New |
| 1776 Wealth LLC | 1,906 | $201.7K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,913 | $202.4K | 0.07% | +77+4.2% | Added |
| Global Assets Advisory, LLC | 1,936 | $204.8K | 0.18% | −64−3.2% | Reduced |
| Meeder Advisory Services, Inc. | 1,965 | $207.9K | 0.03% | −1,035−34.5% | Reduced |
| Ibex Investors LLC | 2,000 | $211.6K | 0.24% | +2,000 | New |
| Quinn Opportunity Partners LLC | 2,000 | $211.6K | 0.03% | +2,000 | New |
| Fortem Financial Group, LLC | 2,000 | $211.6K | 0.12% | +2,000 | New |
| U.S. Capital Wealth Advisors, LLC | 2,001 | $211.7K | 0.01% | +51+2.6% | Added |
| Invesco, LLC | 2,005 | $212.1K | 0.11% | +59+3.0% | Added |
| StrategIQ Financial Group, LLC | 2,011 | $212.8K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,026 | $214.4K | 0.06% | −625−23.6% | Reduced |
| Perigon Wealth Management, LLC | 2,027 | $214.5K | 0.01% | +481+31.1% | Added |
| Global Trust Asset Management, LLC | 2,036 | $215.4K | 0.10% | −325−13.8% | Reduced |
| Accredited Investors Inc. | 2,042 | $216.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,057 | $216.7K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 2,063 | $218.3K | 0.01% | +1,363+194.7% | Added |
| CAPROCK Group, Inc. | 2,066 | $218.7K | 0.02% | −58−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,310 | $222.0K | 0.00% | +603+85.3% | Added |
| FDx Advisors, Inc. | 2,108 | $223.0K | 0.02% | −3,341−61.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,115 | $223.8K | 0.00% | −2,130−50.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,116 | $223.8K | 0.04% | −169−7.4% | Reduced |
| Cidel Asset Management Inc | 2,116 | $223.9K | 0.01% | −1,457−40.8% | Reduced |
| Clarius Group, LLC | 2,125 | $224.8K | 0.02% | −335−13.6% | Reduced |
| Highview Capital Management LLC | 2,138 | $226.2K | 0.13% | −101−4.5% | Reduced |
| Moors & Cabot, Inc. | 2,139 | $226.3K | 0.02% | +247+13.1% | Added |
| Weatherly Asset Management L. P. | 2,145 | $226.9K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,150 | $227.4K | 0.00% | −211−8.9% | Reduced |
| Dryden Capital, LLC | 2,150 | $227.5K | 0.38% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,180 | $230.6K | 0.08% | +2,180 | New |
| Benjamin Edwards Inc | 2,197 | $232.0K | 0.05% | −8,658−79.8% | Reduced |
| First Manhattan Co | 2,207 | $233.5K | 0.00% | +1,988+907.8% | Added |
| China Universal Asset Management Co., Ltd. | 2,216 | $234.5K | 0.07% | −3,988−64.3% | Reduced |
| Wesbanco Bank Inc | 2,217 | $234.6K | 0.01% | −645−22.5% | Reduced |
| Texas Yale Capital Corp. | 2,218 | $234.7K | 0.01% | +190+9.4% | Added |
| NEOS Investment Management LLC | 2,244 | $237.4K | 0.03% | +2,244 | New |
| Strategic Wealth Partners, Ltd. | 2,249 | $237.9K | 0.03% | +2,249 | New |
| Chicago Trust Co NA | 2,251 | $238.2K | 0.06% | −846−27.3% | Reduced |
| Mission Wealth Management, LP | 2,278 | $241.0K | 0.01% | +2,278 | New |
| Smith, Moore & Co. | 2,283 | $241.5K | 0.03% | +138+6.4% | Added |
| First Foundation Advisors | 2,301 | $243.4K | 0.01% | +2,301 | New |
| Ossiam | 2,302 | $243.6K | 0.00% | −3,293−58.9% | Reduced |
| Central Trust Co | 2,305 | $243.9K | 0.01% | −77−3.2% | Reduced |
| Fulton Bank, N.A. | 2,311 | $244.5K | 0.01% | −674−22.6% | Reduced |
| Cigna Investments Inc | 2,346 | $248.0K | 0.06% | −305−11.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,347 | $248.3K | 0.05% | +2,347 | New |
| Independent Financial Group, LLC | 2,348 | $248.4K | 0.02% | +235+11.1% | Added |
| Hartline Investment Corp | 2,350 | $248.6K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,389 | $252.8K | 0.02% | +2,389 | New |
| FineMark National Bank & Trust | 2,399 | $253.8K | 0.01% | −499−17.2% | Reduced |
| Ballentine Partners, LLC | 2,404 | $254.3K | 0.01% | −308−11.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,476 | $262.0K | 0.01% | −50,617−95.3% | Reduced |
| Renasant Bank | 2,479 | $262.3K | 0.22% | +50+2.1% | Added |
| Birch Capital Management, LLC | 2,489 | $263.3K | 0.17% | +1,399+128.3% | Added |
| EPG Wealth Management LLC | 2,498 | $264.3K | 0.08% | +554+28.5% | Added |
| DAGCO, Inc. | 633 | $265.5K | 0.15% | −5,337−89.4% | Reduced |
| First National Advisers, LLC | 2,542 | $268.9K | 0.12% | +2,542 | New |
| Wendell David Associates Inc | 2,539 | $269.0K | 0.03% | −15,163−85.7% | Reduced |
| Frisch Financial Group, Inc. | 2,540 | $269.0K | 0.11% | +2,540 | New |
| Capital Investment Counsel, Inc | 2,549 | $269.7K | 0.05% | +2,549 | New |
| NBC Securities, Inc. | 2,564 | $271.0K | 0.03% | +2,564 | New |
| Profund Advisors LLC | 2,581 | $273.1K | 0.02% | −387−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,599 | $275.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,600 | $275.1K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 2,321 | $276.3K | 0.01% | −10,650−82.1% | Reduced |
| Morningstar Investment Management LLC | 2,615 | $277.0K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 2,623 | $277.5K | 0.01% | −93−3.4% | Reduced |
| Desjardins Global Asset Management Inc. | 2,635 | $278.7K | 0.03% | −23,219−89.8% | Reduced |
| Romano Brothers and Company | 2,638 | $279.0K | 0.04% | −183−6.5% | Reduced |