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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 4,362 | $461.5K | 0.06% | −2,107−32.6% | Reduced |
| Ruggaard & Associates LLC | 4,367 | $462.0K | 0.28% | +167+4.0% | Added |
| Kennon-Green & Company, LLC | 4,377 | $463.1K | 0.46% | +1,186+37.2% | Added |
| Empire Financial Management Company, LLC | 4,395 | $465.0K | 0.20% | +440+11.1% | Added |
| Acropolis Investment Management, LLC | 4,410 | $466.6K | 0.04% | +188+4.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 4,422 | $467.8K | 0.61% | −3,273−42.5% | Reduced |
| Vident Advisory, LLC | 4,453 | $471.1K | 0.01% | +4,453 | New |
| Riverwater Partners LLC | 4,461 | $472.0K | 0.43% | +449+11.2% | Added |
| HB Wealth Management, LLC | 4,484 | $474.4K | 0.01% | −1,089−19.5% | Reduced |
| Veracity Capital LLC | 4,569 | $483.4K | 0.23% | +738+19.3% | Added |
| Herold Advisors, Inc. | 4,628 | $489.6K | 0.15% | +4,628 | New |
| Triumph Capital Management | 4,631 | $490.0K | 0.22% | +4,631 | New |
| Demars Financial Group, LLC | 4,658 | $492.9K | 0.28% | +4,658 | New |
| Lombard Odier Asset Management (USA) Corp | 4,720 | $499.0K | 0.09% | +2,220+88.8% | Added |
| Southeast Asset Advisors Inc. | 4,740 | $501.5K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 4,789 | $506.7K | 0.01% | +118+2.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,797 | $507.5K | 0.01% | −23,908−83.3% | Reduced |
| Corton Capital Inc. | 4,802 | $508.1K | 0.26% | +4,802 | New |
| Great Lakes Retirement, Inc. | 4,814 | $509.3K | 0.09% | +210+4.6% | Added |
| Oakworth Capital, Inc. | 4,817 | $509.6K | 0.05% | −108−2.2% | Reduced |
| Lincoln Capital Corp | 4,823 | $510.2K | 0.27% | −5,850−54.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,851 | $513.2K | 0.09% | +4,851 | New |
| Texas Capital Bank Wealth Management Services Inc | 34,839 | $513.3K | 0.06% | −7,106−16.9% | Reduced |
| Cravens & Co Advisors, LLC | 4,874 | $515.7K | 0.48% | +4,874 | New |
| Aigen Investment Management, LP | 4,895 | $517.9K | 0.10% | −9,306−65.5% | Reduced |
| X-Square Capital, LLC | 3,049 | $518.0K | 0.35% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 4,912 | $519.7K | 0.13% | +462+10.4% | Added |
| Midwest Financial Group LLC | 4,916 | $520.0K | 0.44% | +1,618+49.1% | Added |
| Echo Street Capital Management LLC | 4,943 | $523.0K | 0.00% | +423+9.4% | Added |
| Vista Investment Management | 4,999 | $528.9K | 0.28% | −672−11.8% | Reduced |
| Bright Rock Capital Management, LLC | 5,000 | $529.0K | 0.13% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,000 | $529.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,011 | $530.1K | 0.46% | +1,659+49.5% | Added |
| Guardian Capital LP | 5,125 | $542.2K | 0.02% | −2,563−33.3% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,137 | $543.5K | 0.94% | +5,137 | New |
| Caldwell Sutter Capital, Inc. | 5,155 | $545.4K | 0.30% | +5,130+20,520.0% | Added |
| Independent Advisor Alliance | 5,196 | $549.7K | 0.02% | −565−9.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,200 | $550.0K | 0.39% | −5,000−49.0% | Reduced |
| Fiera Capital Corp | 5,221 | $552.4K | 0.00% | −12,617−70.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,221 | $552.4K | 0.01% | −935−15.2% | Reduced |
| PAX Financial Group, LLC | 5,352 | $566.2K | 0.13% | +1,486+38.4% | Added |
| Signaturefd, LLC | 5,406 | $571.9K | 0.01% | −424−7.3% | Reduced |
| Roman Butler Fullerton & Co | 5,179 | $575.7K | 0.27% | +144+2.9% | Added |
| Epoch Investment Partners, Inc. | 5,458 | $577.5K | 0.00% | −196−3.5% | Reduced |
| Level Four Advisory Services, LLC | 5,481 | $579.9K | 0.04% | −1,324−19.5% | Reduced |
| First Hawaiian Bank | 5,555 | $587.7K | 0.02% | −14,388−72.1% | Reduced |
| Assenagon Asset Management S.A. | 5,556 | $587.8K | 0.00% | −42,383−88.4% | Reduced |
| CWA Asset Management Group, LLC | 5,569 | $589.2K | 0.04% | +3,661+191.9% | Added |
| Insight Wealth Strategies, LLC | 5,577 | $590.1K | 0.11% | +522+10.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,686 | $599.0K | 0.43% | +1,068+23.1% | Added |
| Advisor Partners II, LLC | 5,670 | $599.9K | 0.02% | −3,454−37.9% | Reduced |
| Alps Advisors Inc | 5,671 | $600.0K | 0.00% | −4,430−43.9% | Reduced |
| Sentry LLC | 5,705 | $603.6K | 0.13% | +510+9.8% | Added |
| Financial Enhancement Group LLC | 5,336 | $606.0K | 0.12% | +2,283+74.8% | Added |
| Impax Asset Management Group plc | 5,760 | $609.4K | 0.00% | −750−11.5% | Reduced |
| Dearborn Partners LLC | 5,802 | $613.9K | 0.02% | −146,102−96.2% | Reduced |
| Advisors Asset Management, Inc. | 5,827 | $616.5K | 0.01% | −4,247−42.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,852 | $619.1K | 0.01% | −11−0.2% | Reduced |
| Argent Trust Co | 5,905 | $624.7K | 0.03% | +8+0.1% | Added |
| Sherbrooke Park Advisers LLC | 5,921 | $626.4K | 0.20% | +4,721+393.4% | Added |
| Segment Wealth Management, LLC | 5,989 | $633.6K | 0.06% | −50−0.8% | Reduced |
| Inceptionr LLC | 6,086 | $643.9K | 0.37% | +2,397+65.0% | Added |
| Westover Capital Advisors, LLC | 6,115 | $647.0K | 0.23% | −1,582−20.6% | Reduced |
| Bath Savings Trust Co | 6,187 | $654.6K | 0.08% | −10,495−62.9% | Reduced |
| Bridgefront Capital, LLC | 6,231 | $659.2K | 0.46% | +6,231 | New |
| StoneX Group Inc. | 6,260 | $662.3K | 0.07% | +4,957+380.4% | Added |
| IFP Advisors, Inc | 6,273 | $663.7K | 0.03% | −3,686−37.0% | Reduced |
| Liberty Capital Management, Inc. | 6,295 | $666.0K | 0.20% | −2,994−32.2% | Reduced |
| Catalyst Capital Advisors LLC | 6,311 | $667.7K | 0.02% | −947−13.0% | Reduced |
| MBM Wealth Consultants, LLC | 6,051 | $672.6K | 0.29% | +1,956+47.8% | Added |
| Bank Ozk | 6,391 | $676.2K | 0.37% | +4,077+176.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $679.8K | 0.56% | +650+14.9% | Added |
| Everence Capital Management Inc | 6,433 | $681.0K | 0.05% | +2,010+45.4% | Added |
| Joel Isaacson & Co., LLC | 6,447 | $682.1K | 0.05% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 6,461 | $683.6K | 0.02% | −219,224−97.1% | Reduced |
| Citizens National Bank Trust Department | 6,505 | $688.2K | 0.19% | −1,414−17.9% | Reduced |
| Stratos Wealth Partners, LTD. | 6,582 | $696.5K | 0.01% | −8,518−56.4% | Reduced |
| Rothschild Investment Corp | 6,608 | $699.0K | 0.06% | +4+0.1% | Added |
| Steinberg Asset Management LLC | 6,631 | $701.6K | 0.62% | +100+1.5% | Added |
| Trust Investment Advisors | 6,701 | $709.0K | 0.61% | −64−0.9% | Reduced |
| Fairbanks Capital Management, Inc. | 6,714 | $710.3K | 0.60% | −333−4.7% | Reduced |
| Aptus Capital Advisors, LLC | 6,918 | $731.9K | 0.02% | −22,616−76.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,924 | $732.6K | 0.02% | +13+0.2% | Added |
| Banque Cantonale Vaudoise | 6,973 | $738.0K | 0.04% | −4,826−40.9% | Reduced |
| Ally Financial Inc. | 7,000 | $740.6K | 0.11% | +7,000 | New |
| Quantinno Capital Management LP | 7,007 | $741.0K | 0.03% | +4,056+137.4% | Added |
| GFG Capital, LLC | 7,058 | $746.8K | 0.24% | +116+1.7% | Added |
| Marlowe Partners LP | 7,102 | $751.4K | 2.30% | +7,102 | New |
| Bank of Stockton | 6,243 | $755.0K | 0.28% | +1,445+30.1% | Added |
| Beacon Pointe Advisors, LLC | 7,144 | $755.9K | 0.01% | +3,329+87.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,200 | $761.8K | 0.05% | +773+12.0% | Added |
| Plancorp, LLC | 7,241 | $766.1K | 0.04% | +8+0.1% | Added |
| TD Private Client Wealth LLC | 7,257 | $767.8K | 0.03% | +999+16.0% | Added |
| Resources Management Corp | 7,299 | $772.0K | 0.13% | +1,064+17.1% | Added |
| Legacy Capital Wealth Partners, LLC | 7,365 | $779.3K | 0.21% | +7,365 | New |
| Compagnie Lombard Odier SCmA | 7,415 | $784.5K | 0.02% | −7,822−51.3% | Reduced |
| Sciencast Management LP | 7,502 | $793.7K | 0.36% | +7,502 | New |
| Meridian Wealth Management, LLC | 7,512 | $794.9K | 0.05% | +5,329+244.1% | Added |
| DoubleLine ETF Adviser LP | 7,551 | $798.9K | 0.29% | +7,551 | New |
| DFPG Investments, LLC | 6,772 | $799.1K | 0.07% | +967+16.7% | Added |