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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 2,645 | $279.9K | 0.00% | +653+32.8% | Added |
| Wellington Management Group LLP | 2,653 | $280.7K | 0.00% | −1,686−38.9% | Reduced |
| Chilton Capital Management LLC | 2,689 | $284.5K | 0.02% | −533−16.5% | Reduced |
| Verition Fund Management LLC | 2,743 | $290.2K | 0.00% | −4,762−63.5% | Reduced |
| Fox Run Management, L.L.C. | 2,752 | $291.2K | 0.09% | +2,752 | New |
| Advisor Resource Council | 2,784 | $294.5K | 0.19% | +3+0.1% | Added |
| Capital Asset Advisory Services LLC | 2,842 | $294.6K | 0.02% | −306−9.7% | Reduced |
| Cypress Asset Management Inc | 2,805 | $296.8K | 0.10% | −789−22.0% | Reduced |
| Soltis Investment Advisors LLC | 2,808 | $297.1K | 0.04% | +2,808 | New |
| Inspire Advisors, LLC | 2,822 | $298.6K | 0.05% | +2,822 | New |
| Sunbelt Securities, Inc. | 2,825 | $298.9K | 0.04% | +133+4.9% | Added |
| Benedict Financial Advisors Inc | 2,868 | $303.4K | 0.09% | +1,268+79.3% | Added |
| Pinnacle Associates Ltd | 2,871 | $303.8K | 0.01% | +2,871 | New |
| Arete Wealth Advisors, LLC | 2,889 | $305.7K | 0.05% | −115−3.8% | Reduced |
| Azzad Asset Management Inc | 2,890 | $305.8K | 0.04% | +24+0.8% | Added |
| Court Place Advisors, LLC | 2,894 | $306.2K | 0.11% | −611−17.4% | Reduced |
| Axxcess Wealth Management, LLC | 2,902 | $307.0K | 0.01% | +2,902 | New |
| Institute for Wealth Management, LLC. | 2,905 | $307.3K | 0.06% | −11−0.4% | Reduced |
| Octavia Wealth Advisors, LLC | 2,909 | $307.8K | 0.06% | −34−1.2% | Reduced |
| Arkadios Wealth Advisors | 2,932 | $310.2K | 0.03% | +1,144+64.0% | Added |
| Dakota Wealth Management | 2,936 | $310.6K | 0.01% | +55+1.9% | Added |
| Ameritas Advisory Services, LLC | 2,948 | $311.8K | 0.02% | +2,948 | New |
| Central Bank & Trust Co | 2,948 | $311.9K | 0.05% | −7,144−70.8% | Reduced |
| Belpointe Asset Management LLC | 2,950 | $312.1K | 0.03% | +1,666+129.8% | Added |
| Monarch Capital Management Inc | 2,980 | $315.3K | 0.10% | +112+3.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,993 | $317.0K | 0.01% | −2,442−44.9% | Reduced |
| Founders Financial Alliance, LLC | 2,999 | $317.3K | 0.14% | +58+2.0% | Added |
| Atom Investors LP | 3,007 | $318.1K | 0.07% | +3,007 | New |
| Umb Bank N A | 3,015 | $319.0K | 0.01% | −4,375−59.2% | Reduced |
| GSB Wealth Management, LLC | 3,019 | $319.4K | 0.11% | −29−1.0% | Reduced |
| Syntal Capital Partners, LLC | 3,020 | $319.5K | 0.25% | −2,299−43.2% | Reduced |
| Franklin Street Advisors Inc | 3,026 | $320.0K | 0.03% | −557−15.5% | Reduced |
| First Horizon Advisors, Inc. | 3,059 | $323.7K | 0.01% | −1,631−34.8% | Reduced |
| Dynamic Advisor Solutions LLC | 3,087 | $326.6K | 0.02% | −4,334−58.4% | Reduced |
| Warren Averett Asset Management, LLC | 3,096 | $327.6K | 0.01% | −77−2.4% | Reduced |
| Wealth Alliance | 3,098 | $327.8K | 0.05% | +335+12.1% | Added |
| Compass Ion Advisors, LLC | 3,102 | $328.2K | 0.06% | +3,102 | New |
| Focus Financial Network, Inc. | 3,106 | $328.6K | 0.02% | −335−9.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,137 | $331.9K | 0.05% | +285+10.0% | Added |
| Allworth Financial LP | 3,182 | $336.6K | 0.00% | −129−3.9% | Reduced |
| Retirement Guys Formula LLC | 3,205 | $339.1K | 0.24% | +697+27.8% | Added |
| Patten & Patten Inc | 3,223 | $341.0K | 0.03% | +292+10.0% | Added |
| Aldebaran Financial Inc. | 3,259 | $344.8K | 0.56% | −375−10.3% | Reduced |
| Covey Capital Advisors, LLC | 3,287 | $347.8K | 0.49% | +3,287 | New |
| Merit Financial Group, LLC | 3,316 | $350.8K | 0.01% | −2,065−38.4% | Reduced |
| Wallace Advisory Group, LLC | 2,075 | $352.3K | 0.25% | +2,075 | New |
| XTX Topco Ltd | 3,335 | $352.8K | 0.06% | +3,335 | New |
| Glenview Trust Co | 3,336 | $352.9K | 0.01% | −303−8.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,350 | $354.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,371 | $356.6K | 0.04% | −962−22.2% | Reduced |
| Oppenheimer & Co Inc | 3,380 | $357.6K | 0.01% | −1,761−34.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,416 | $361.4K | 0.02% | +910+36.3% | Added |
| CWM Advisors, LLC | 3,451 | $365.1K | 0.05% | +1,104+47.0% | Added |
| ICW Investment Advisors LLC | 3,465 | $366.6K | 0.20% | +279+8.8% | Added |
| Resources Investment Advisors, LLC. | 3,472 | $367.3K | 0.01% | +2,032+141.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,486 | $368.8K | 0.01% | −366−9.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,486 | $368.9K | 0.11% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3,510 | $369.8K | 0.01% | +1,030+41.5% | Added |
| Beacon Capital Management, LLC | 2,179 | $369.9K | 0.10% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,535 | $374.0K | 0.13% | −46−1.3% | Reduced |
| Summit Trail Advisors, LLC | 3,537 | $374.2K | 0.01% | +1,735+96.3% | Added |
| Glen Eagle Advisors, LLC | 3,548 | $375.4K | 0.09% | −5,801−62.0% | Reduced |
| James Investment Research Inc | 3,548 | $375.4K | 0.05% | −2,240−38.7% | Reduced |
| Sawtooth Solutions, LLC | 3,553 | $376.0K | 0.01% | −2,572−42.0% | Reduced |
| Bleakley Financial Group, LLC | 3,553 | $376.0K | 0.01% | −716−16.8% | Reduced |
| Stoneridge Investment Partners LLC | 3,594 | $380.0K | 0.18% | −19,351−84.3% | Reduced |
| Guardian Wealth Advisors, LLC | 3,606 | $381.5K | 0.06% | −3,161−46.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,621 | $383.1K | 0.04% | −38,208−91.3% | Reduced |
| Apollon Wealth Management, LLC | 3,634 | $384.5K | 0.02% | −1,755−32.6% | Reduced |
| Hancock Whitney Corp | 3,637 | $384.8K | 0.02% | −1,277−26.0% | Reduced |
| Family Legacy, Inc. | 3,637 | $384.8K | 0.16% | +257+7.6% | Added |
| Sonora Investment Management Group, LLC | 3,638 | $384.9K | 0.03% | −310−7.9% | Reduced |
| Lazard Asset Management LLC | 3,672 | $388.0K | 0.00% | −146,849−97.6% | Reduced |
| Prospera Financial Services Inc | 3,745 | $396.6K | 0.02% | −58−1.5% | Reduced |
| Veriti Management LLC | 3,790 | $401.0K | 0.05% | −866−18.6% | Reduced |
| Spire Wealth Management | 3,843 | $406.5K | 0.02% | −664−14.7% | Reduced |
| Phoenix Holdings Ltd. | 3,846 | $407.2K | 0.01% | −2,884−42.9% | Reduced |
| Atlas Brown,Inc. | 3,852 | $407.5K | 0.19% | −100−2.5% | Reduced |
| Mutual Advisors, LLC | 3,881 | $410.6K | 0.02% | −363−8.6% | Reduced |
| David Loasby | 3,860 | $413.1K | 0.05% | +18+0.5% | Added |
| RIA Advisory Group LLC | 3,926 | $415.4K | 0.19% | +3,926 | New |
| Wellington Shields Capital Management, LLC | 3,950 | $417.9K | 0.06% | −1,000−20.2% | Reduced |
| Community Bank, N.A. | 3,980 | $421.1K | 0.06% | +200+5.3% | Added |
| Circle Wealth Management, LLC | 3,983 | $421.4K | 0.01% | +1,028+34.8% | Added |
| Jacobi Capital Management LLC | 3,988 | $421.9K | 0.05% | −398−9.1% | Reduced |
| Stock Yards Bank & Trust Co | 4,056 | $429.1K | 0.02% | −339−7.7% | Reduced |
| RMB Capital Management, LLC | 4,075 | $431.1K | 0.01% | −165,847−97.6% | Reduced |
| PFG Investments, LLC | 4,092 | $433.0K | 0.08% | −294−6.7% | Reduced |
| Wetherby Asset Management Inc | 4,100 | $433.8K | 0.02% | +145+3.7% | Added |
| Sumitomo Life Insurance Co | 4,107 | $434.5K | 0.01% | −139−3.3% | Reduced |
| Hunter Associates Investment Management LLC | 4,109 | $439.0K | 0.09% | +344+9.1% | Added |
| PenderFund Capital Management Ltd. | 3,060 | $440.0K | 0.13% | +3,060 | New |
| Navalign, LLC | 4,201 | $444.4K | 0.17% | +153+3.8% | Added |
| First United Bank Trust | 4,211 | $445.5K | 0.21% | −465−9.9% | Reduced |
| ISAM Funds (UK) Ltd | 4,272 | $452.0K | 0.29% | +4,272 | New |
| Lloyd Advisory Services, LLC. | 4,280 | $452.8K | 0.15% | +4,280 | New |
| Norden Group LLC | 4,280 | $452.8K | 0.15% | +4,280 | New |
| Sender Co & Partners, Inc. | 4,300 | $454.9K | 0.75% | +4,300 | New |
| Ancora Advisors, LLC | 4,332 | $458.3K | 0.01% | +4,047+1,420.0% | Added |
| MidWestOne Financial Group, Inc. | 4,336 | $458.7K | 0.10% | −2,141−33.1% | Reduced |