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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,098 | $327.8K | 0.05% | +335+12.1% | Added |
| Warren Averett Asset Management, LLC | 3,096 | $327.6K | 0.01% | −77−2.4% | Reduced |
| Dynamic Advisor Solutions LLC | 3,087 | $326.6K | 0.02% | −4,334−58.4% | Reduced |
| First Horizon Advisors, Inc. | 3,059 | $323.7K | 0.01% | −1,631−34.8% | Reduced |
| Franklin Street Advisors Inc | 3,026 | $320.0K | 0.03% | −557−15.5% | Reduced |
| Syntal Capital Partners, LLC | 3,020 | $319.5K | 0.25% | −2,299−43.2% | Reduced |
| GSB Wealth Management, LLC | 3,019 | $319.4K | 0.11% | −29−1.0% | Reduced |
| Umb Bank N A | 3,015 | $319.0K | 0.01% | −4,375−59.2% | Reduced |
| Atom Investors LP | 3,007 | $318.1K | 0.07% | +3,007 | New |
| Founders Financial Alliance, LLC | 2,999 | $317.3K | 0.14% | +58+2.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,993 | $317.0K | 0.01% | −2,442−44.9% | Reduced |
| Monarch Capital Management Inc | 2,980 | $315.3K | 0.10% | +112+3.9% | Added |
| Belpointe Asset Management LLC | 2,950 | $312.1K | 0.03% | +1,666+129.8% | Added |
| Central Bank & Trust Co | 2,948 | $311.9K | 0.05% | −7,144−70.8% | Reduced |
| Ameritas Advisory Services, LLC | 2,948 | $311.8K | 0.02% | +2,948 | New |
| Dakota Wealth Management | 2,936 | $310.6K | 0.01% | +55+1.9% | Added |
| Arkadios Wealth Advisors | 2,932 | $310.2K | 0.03% | +1,144+64.0% | Added |
| Octavia Wealth Advisors, LLC | 2,909 | $307.8K | 0.06% | −34−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 2,905 | $307.3K | 0.06% | −11−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 2,902 | $307.0K | 0.01% | +2,902 | New |
| Court Place Advisors, LLC | 2,894 | $306.2K | 0.11% | −611−17.4% | Reduced |
| Azzad Asset Management Inc | 2,890 | $305.8K | 0.04% | +24+0.8% | Added |
| Arete Wealth Advisors, LLC | 2,889 | $305.7K | 0.05% | −115−3.8% | Reduced |
| Pinnacle Associates Ltd | 2,871 | $303.8K | 0.01% | +2,871 | New |
| Benedict Financial Advisors Inc | 2,868 | $303.4K | 0.09% | +1,268+79.3% | Added |
| Sunbelt Securities, Inc. | 2,825 | $298.9K | 0.04% | +133+4.9% | Added |
| Inspire Advisors, LLC | 2,822 | $298.6K | 0.05% | +2,822 | New |
| Soltis Investment Advisors LLC | 2,808 | $297.1K | 0.04% | +2,808 | New |
| Cypress Asset Management Inc | 2,805 | $296.8K | 0.10% | −789−22.0% | Reduced |
| Capital Asset Advisory Services LLC | 2,842 | $294.6K | 0.02% | −306−9.7% | Reduced |
| Advisor Resource Council | 2,784 | $294.5K | 0.19% | +3+0.1% | Added |
| Fox Run Management, L.L.C. | 2,752 | $291.2K | 0.09% | +2,752 | New |
| Verition Fund Management LLC | 2,743 | $290.2K | 0.00% | −4,762−63.5% | Reduced |
| Chilton Capital Management LLC | 2,689 | $284.5K | 0.02% | −533−16.5% | Reduced |
| Wellington Management Group LLP | 2,653 | $280.7K | 0.00% | −1,686−38.9% | Reduced |
| D.A. Davidson & Co. | 2,645 | $279.9K | 0.00% | +653+32.8% | Added |
| Romano Brothers and Company | 2,638 | $279.0K | 0.04% | −183−6.5% | Reduced |
| Desjardins Global Asset Management Inc. | 2,635 | $278.7K | 0.03% | −23,219−89.8% | Reduced |
| Lincoln National Corp | 2,623 | $277.5K | 0.01% | −93−3.4% | Reduced |
| Morningstar Investment Management LLC | 2,615 | $277.0K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 2,321 | $276.3K | 0.01% | −10,650−82.1% | Reduced |
| Paradigm Asset Management Co LLC | 2,600 | $275.1K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,599 | $275.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,581 | $273.1K | 0.02% | −387−13.0% | Reduced |
| NBC Securities, Inc. | 2,564 | $271.0K | 0.03% | +2,564 | New |
| Capital Investment Counsel, Inc | 2,549 | $269.7K | 0.05% | +2,549 | 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 |
| First National Advisers, LLC | 2,542 | $268.9K | 0.12% | +2,542 | New |
| DAGCO, Inc. | 633 | $265.5K | 0.15% | −5,337−89.4% | Reduced |
| EPG Wealth Management LLC | 2,498 | $264.3K | 0.08% | +554+28.5% | Added |
| Birch Capital Management, LLC | 2,489 | $263.3K | 0.17% | +1,399+128.3% | Added |
| Renasant Bank | 2,479 | $262.3K | 0.22% | +50+2.1% | Added |
| Beacon Investment Advisory Services, Inc. | 2,476 | $262.0K | 0.01% | −50,617−95.3% | Reduced |
| Ballentine Partners, LLC | 2,404 | $254.3K | 0.01% | −308−11.4% | Reduced |
| FineMark National Bank & Trust | 2,399 | $253.8K | 0.01% | −499−17.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,389 | $252.8K | 0.02% | +2,389 | New |
| Hartline Investment Corp | 2,350 | $248.6K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,348 | $248.4K | 0.02% | +235+11.1% | Added |
| Personal Cfo Solutions, LLC | 2,347 | $248.3K | 0.05% | +2,347 | New |
| Cigna Investments Inc | 2,346 | $248.0K | 0.06% | −305−11.5% | Reduced |
| Fulton Bank, N.A. | 2,311 | $244.5K | 0.01% | −674−22.6% | Reduced |
| Central Trust Co | 2,305 | $243.9K | 0.01% | −77−3.2% | Reduced |
| Ossiam | 2,302 | $243.6K | 0.00% | −3,293−58.9% | Reduced |
| First Foundation Advisors | 2,301 | $243.4K | 0.01% | +2,301 | New |
| Smith, Moore & Co. | 2,283 | $241.5K | 0.03% | +138+6.4% | Added |
| Mission Wealth Management, LP | 2,278 | $241.0K | 0.01% | +2,278 | New |
| Chicago Trust Co NA | 2,251 | $238.2K | 0.06% | −846−27.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,249 | $237.9K | 0.03% | +2,249 | New |
| NEOS Investment Management LLC | 2,244 | $237.4K | 0.03% | +2,244 | New |
| Texas Yale Capital Corp. | 2,218 | $234.7K | 0.01% | +190+9.4% | Added |
| Wesbanco Bank Inc | 2,217 | $234.6K | 0.01% | −645−22.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,216 | $234.5K | 0.07% | −3,988−64.3% | Reduced |
| First Manhattan Co | 2,207 | $233.5K | 0.00% | +1,988+907.8% | Added |
| Benjamin Edwards Inc | 2,197 | $232.0K | 0.05% | −8,658−79.8% | Reduced |
| Roberts Glore & Co Inc | 2,180 | $230.6K | 0.08% | +2,180 | New |
| Dryden Capital, LLC | 2,150 | $227.5K | 0.38% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,150 | $227.4K | 0.00% | −211−8.9% | Reduced |
| Weatherly Asset Management L. P. | 2,145 | $226.9K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,139 | $226.3K | 0.02% | +247+13.1% | Added |
| Highview Capital Management LLC | 2,138 | $226.2K | 0.13% | −101−4.5% | Reduced |
| Clarius Group, LLC | 2,125 | $224.8K | 0.02% | −335−13.6% | Reduced |
| Cidel Asset Management Inc | 2,116 | $223.9K | 0.01% | −1,457−40.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,116 | $223.8K | 0.04% | −169−7.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,115 | $223.8K | 0.00% | −2,130−50.2% | Reduced |
| FDx Advisors, Inc. | 2,108 | $223.0K | 0.02% | −3,341−61.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,310 | $222.0K | 0.00% | +603+85.3% | Added |
| CAPROCK Group, Inc. | 2,066 | $218.7K | 0.02% | −58−2.7% | Reduced |
| Credit Agricole S A | 2,063 | $218.3K | 0.01% | +1,363+194.7% | Added |
| Lake Street Financial LLC | 2,057 | $216.7K | 0.04% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,042 | $216.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,036 | $215.4K | 0.10% | −325−13.8% | Reduced |
| Perigon Wealth Management, LLC | 2,027 | $214.5K | 0.01% | +481+31.1% | Added |
| Thrive Wealth Management, LLC | 2,026 | $214.4K | 0.06% | −625−23.6% | Reduced |
| StrategIQ Financial Group, LLC | 2,011 | $212.8K | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 2,005 | $212.1K | 0.11% | +59+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,001 | $211.7K | 0.01% | +51+2.6% | Added |
| 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 |