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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 5,155 | $545.4K | 0.30% | +5,130+20,520.0% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,137 | $543.5K | 0.94% | +5,137 | New |
| Guardian Capital LP | 5,125 | $542.2K | 0.02% | −2,563−33.3% | Reduced |
| Wealth Quarterback LLC | 5,011 | $530.1K | 0.46% | +1,659+49.5% | Added |
| 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 |
| Vista Investment Management | 4,999 | $528.9K | 0.28% | −672−11.8% | Reduced |
| Echo Street Capital Management LLC | 4,943 | $523.0K | 0.00% | +423+9.4% | Added |
| Midwest Financial Group LLC | 4,916 | $520.0K | 0.44% | +1,618+49.1% | Added |
| Bellecapital International Ltd. | 4,912 | $519.7K | 0.13% | +462+10.4% | Added |
| X-Square Capital, LLC | 3,049 | $518.0K | 0.35% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,895 | $517.9K | 0.10% | −9,306−65.5% | Reduced |
| Cravens & Co Advisors, LLC | 4,874 | $515.7K | 0.48% | +4,874 | New |
| Texas Capital Bank Wealth Management Services Inc | 34,839 | $513.3K | 0.06% | −7,106−16.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,851 | $513.2K | 0.09% | +4,851 | New |
| Lincoln Capital Corp | 4,823 | $510.2K | 0.27% | −5,850−54.8% | Reduced |
| Oakworth Capital, Inc. | 4,817 | $509.6K | 0.05% | −108−2.2% | Reduced |
| Great Lakes Retirement, Inc. | 4,814 | $509.3K | 0.09% | +210+4.6% | Added |
| Corton Capital Inc. | 4,802 | $508.1K | 0.26% | +4,802 | New |
| Prime Capital Investment Advisors, LLC | 4,797 | $507.5K | 0.01% | −23,908−83.3% | Reduced |
| Old National Bancorp | 4,789 | $506.7K | 0.01% | +118+2.5% | Added |
| Southeast Asset Advisors Inc. | 4,740 | $501.5K | 0.07% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 4,720 | $499.0K | 0.09% | +2,220+88.8% | Added |
| Demars Financial Group, LLC | 4,658 | $492.9K | 0.28% | +4,658 | New |
| Triumph Capital Management | 4,631 | $490.0K | 0.22% | +4,631 | New |
| Herold Advisors, Inc. | 4,628 | $489.6K | 0.15% | +4,628 | New |
| Veracity Capital LLC | 4,569 | $483.4K | 0.23% | +738+19.3% | Added |
| HB Wealth Management, LLC | 4,484 | $474.4K | 0.01% | −1,089−19.5% | Reduced |
| Riverwater Partners LLC | 4,461 | $472.0K | 0.43% | +449+11.2% | Added |
| Vident Advisory, LLC | 4,453 | $471.1K | 0.01% | +4,453 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 4,422 | $467.8K | 0.61% | −3,273−42.5% | Reduced |
| Acropolis Investment Management, LLC | 4,410 | $466.6K | 0.04% | +188+4.5% | Added |
| Empire Financial Management Company, LLC | 4,395 | $465.0K | 0.20% | +440+11.1% | Added |
| Kennon-Green & Company, LLC | 4,377 | $463.1K | 0.46% | +1,186+37.2% | Added |
| Ruggaard & Associates LLC | 4,367 | $462.0K | 0.28% | +167+4.0% | Added |
| Intrust Bank NA | 4,362 | $461.5K | 0.06% | −2,107−32.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,336 | $458.7K | 0.10% | −2,141−33.1% | Reduced |
| Ancora Advisors, LLC | 4,332 | $458.3K | 0.01% | +4,047+1,420.0% | Added |
| Sender Co & Partners, Inc. | 4,300 | $454.9K | 0.75% | +4,300 | 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 |
| ISAM Funds (UK) Ltd | 4,272 | $452.0K | 0.29% | +4,272 | New |
| First United Bank Trust | 4,211 | $445.5K | 0.21% | −465−9.9% | Reduced |
| Navalign, LLC | 4,201 | $444.4K | 0.17% | +153+3.8% | Added |
| PenderFund Capital Management Ltd. | 3,060 | $440.0K | 0.13% | +3,060 | New |
| Hunter Associates Investment Management LLC | 4,109 | $439.0K | 0.09% | +344+9.1% | Added |
| Sumitomo Life Insurance Co | 4,107 | $434.5K | 0.01% | −139−3.3% | Reduced |
| Wetherby Asset Management Inc | 4,100 | $433.8K | 0.02% | +145+3.7% | Added |
| PFG Investments, LLC | 4,092 | $433.0K | 0.08% | −294−6.7% | Reduced |
| RMB Capital Management, LLC | 4,075 | $431.1K | 0.01% | −165,847−97.6% | Reduced |
| Stock Yards Bank & Trust Co | 4,056 | $429.1K | 0.02% | −339−7.7% | Reduced |
| Jacobi Capital Management LLC | 3,988 | $421.9K | 0.05% | −398−9.1% | Reduced |
| Circle Wealth Management, LLC | 3,983 | $421.4K | 0.01% | +1,028+34.8% | Added |
| Community Bank, N.A. | 3,980 | $421.1K | 0.06% | +200+5.3% | Added |
| Wellington Shields Capital Management, LLC | 3,950 | $417.9K | 0.06% | −1,000−20.2% | Reduced |
| RIA Advisory Group LLC | 3,926 | $415.4K | 0.19% | +3,926 | New |
| David Loasby | 3,860 | $413.1K | 0.05% | +18+0.5% | Added |
| Mutual Advisors, LLC | 3,881 | $410.6K | 0.02% | −363−8.6% | Reduced |
| Atlas Brown,Inc. | 3,852 | $407.5K | 0.19% | −100−2.5% | Reduced |
| Phoenix Holdings Ltd. | 3,846 | $407.2K | 0.01% | −2,884−42.9% | Reduced |
| Spire Wealth Management | 3,843 | $406.5K | 0.02% | −664−14.7% | Reduced |
| Veriti Management LLC | 3,790 | $401.0K | 0.05% | −866−18.6% | Reduced |
| Prospera Financial Services Inc | 3,745 | $396.6K | 0.02% | −58−1.5% | Reduced |
| Lazard Asset Management LLC | 3,672 | $388.0K | 0.00% | −146,849−97.6% | Reduced |
| Sonora Investment Management Group, LLC | 3,638 | $384.9K | 0.03% | −310−7.9% | Reduced |
| Family Legacy, Inc. | 3,637 | $384.8K | 0.16% | +257+7.6% | Added |
| Hancock Whitney Corp | 3,637 | $384.8K | 0.02% | −1,277−26.0% | Reduced |
| Apollon Wealth Management, LLC | 3,634 | $384.5K | 0.02% | −1,755−32.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,621 | $383.1K | 0.04% | −38,208−91.3% | Reduced |
| Guardian Wealth Advisors, LLC | 3,606 | $381.5K | 0.06% | −3,161−46.7% | Reduced |
| Stoneridge Investment Partners LLC | 3,594 | $380.0K | 0.18% | −19,351−84.3% | 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 |
| James Investment Research Inc | 3,548 | $375.4K | 0.05% | −2,240−38.7% | Reduced |
| Glen Eagle Advisors, LLC | 3,548 | $375.4K | 0.09% | −5,801−62.0% | Reduced |
| Summit Trail Advisors, LLC | 3,537 | $374.2K | 0.01% | +1,735+96.3% | Added |
| Waypoint Capital Advisors, LLC | 3,535 | $374.0K | 0.13% | −46−1.3% | Reduced |
| Beacon Capital Management, LLC | 2,179 | $369.9K | 0.10% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3,510 | $369.8K | 0.01% | +1,030+41.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,486 | $368.9K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,486 | $368.8K | 0.01% | −366−9.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,472 | $367.3K | 0.01% | +2,032+141.1% | Added |
| ICW Investment Advisors LLC | 3,465 | $366.6K | 0.20% | +279+8.8% | Added |
| CWM Advisors, LLC | 3,451 | $365.1K | 0.05% | +1,104+47.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,416 | $361.4K | 0.02% | +910+36.3% | Added |
| Oppenheimer & Co Inc | 3,380 | $357.6K | 0.01% | −1,761−34.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,371 | $356.6K | 0.04% | −962−22.2% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,350 | $354.5K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 3,336 | $352.9K | 0.01% | −303−8.3% | Reduced |
| XTX Topco Ltd | 3,335 | $352.8K | 0.06% | +3,335 | New |
| Wallace Advisory Group, LLC | 2,075 | $352.3K | 0.25% | +2,075 | New |
| Merit Financial Group, LLC | 3,316 | $350.8K | 0.01% | −2,065−38.4% | Reduced |
| Covey Capital Advisors, LLC | 3,287 | $347.8K | 0.49% | +3,287 | New |
| Aldebaran Financial Inc. | 3,259 | $344.8K | 0.56% | −375−10.3% | Reduced |
| Patten & Patten Inc | 3,223 | $341.0K | 0.03% | +292+10.0% | Added |
| Retirement Guys Formula LLC | 3,205 | $339.1K | 0.24% | +697+27.8% | Added |
| Allworth Financial LP | 3,182 | $336.6K | 0.00% | −129−3.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,137 | $331.9K | 0.05% | +285+10.0% | Added |
| Focus Financial Network, Inc. | 3,106 | $328.6K | 0.02% | −335−9.7% | Reduced |
| Compass Ion Advisors, LLC | 3,102 | $328.2K | 0.06% | +3,102 | New |