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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 1,965 | $207.9K | 0.03% | −1,035−34.5% | Reduced |
| Global Assets Advisory, LLC | 1,936 | $204.8K | 0.18% | −64−3.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,913 | $202.4K | 0.07% | +77+4.2% | Added |
| 1776 Wealth LLC | 1,906 | $201.7K | 0.11% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,898 | $200.8K | 0.10% | +1,898 | New |
| Ethos Financial Group, LLC | 1,891 | $200.1K | 0.05% | +1,891 | New |
| Newbridge Financial Services Group, Inc. | 1,843 | $195.0K | 0.10% | −95−4.9% | Reduced |
| Manchester Capital Management LLC | 1,785 | $188.9K | 0.03% | −515−22.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,779 | $188.3K | 0.07% | +1,779 | New |
| Deseret Mutual Benefit Administrators | 1,669 | $176.6K | 0.09% | −145−8.0% | Reduced |
| Centaurus Financial, Inc. | 1,663 | $176.0K | 0.02% | +395+31.2% | Added |
| Harbour Investments, Inc. | 1,645 | $174.1K | 0.01% | +265+19.2% | Added |
| Penobscot Investment Management Company, Inc. | 1,605 | $169.8K | 0.02% | −1,340−45.5% | Reduced |
| Johnson Financial Group, Inc. | 1,602 | $169.5K | 0.01% | +249+18.4% | Added |
| UniSuper Management Pty Ltd | 1,600 | $169.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,574 | $166.6K | 0.01% | −1,014−39.2% | Reduced |
| St Germain D J Co Inc | 1,572 | $166.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,512 | $160.0K | 0.07% | +1,512 | New |
| Private Trust Co NA | 1,508 | $159.5K | 0.02% | +662+78.3% | Added |
| Quadrant Capital Group LLC | 1,477 | $156.3K | 0.02% | −38−2.5% | Reduced |
| Centerpoint Advisors, LLC | 1,479 | $156.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 1,432 | $151.6K | 0.02% | +1,125+366.4% | Added |
| Stonebridge Capital Advisors LLC | 1,432 | $151.5K | 0.02% | +1+0.1% | Added |
| Horizon Investments, LLC | 1,435 | $151.0K | 0.00% | −13−0.9% | Reduced |
| Clearstead Advisors, LLC | 1,416 | $149.8K | 0.01% | −10−0.7% | Reduced |
| AM Squared Ltd | 1,400 | $148.1K | 0.23% | −1,800−56.3% | Reduced |
| WR Wealth Planners, LLC | 1,382 | $146.2K | 0.06% | +419+43.5% | Added |
| 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 |
| 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 |
| Peoples Bank | 1,255 | $132.8K | 0.11% | +1,255 | New |
| 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 |
| Counterpoint Mutual Funds LLC | 1,219 | $129.0K | 0.11% | +1,219 | New |
| Pittenger & Anderson Inc | 1,200 | $127.0K | 0.01% | −2,668−69.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,195 | $126.5K | 0.10% | +5+0.4% | Added |
| Colonial Trust Co | 1,112 | $117.7K | 0.03% | −72−6.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,098 | $116.1K | 0.02% | −477−30.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,043 | $110.3K | 0.00% | +1,043 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 962 | $102.0K | 0.00% | −171−15.1% | Reduced |
| Gleason Group, Inc. | 957 | $101.3K | 0.03% | +3+0.3% | Added |
| Key Financial Inc | 931 | $98.5K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 818 | $86.5K | 0.02% | −247−23.2% | Reduced |
| Silver Oak Securities, Inc | 809 | $85.5K | 0.02% | −2,004−71.2% | Reduced |
| First Command Advisory Services, Inc. | 806 | $85.3K | 0.00% | +806 | New |
| NVWM, LLC | 800 | $84.6K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 791 | $83.7K | 0.05% | −43−5.2% | Reduced |
| Lindbrook Capital, LLC | 785 | $83.1K | 0.01% | +86+12.3% | Added |
| Audent Global Asset Management, LLC | 773 | $81.7K | 0.09% | +773 | New |
| Riverview Trust Co | 725 | $76.7K | 0.07% | +608+519.7% | Added |
| Hollencrest Capital Management | 720 | $76.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 692 | $73.2K | 0.00% | −1,956−73.9% | Reduced |
| Rise Advisors, LLC | 690 | $73.0K | 0.06% | −302−30.4% | Reduced |
| ORG Partners LLC | 666 | $70.5K | 0.02% | +27+4.2% | Added |
| Caldwell Trust Co | 663 | $70.1K | 0.01% | +275+70.9% | Added |
| Global Retirement Partners, LLC | 643 | $68.8K | 0.00% | −378−37.0% | Reduced |
| Annapolis Financial Services, LLC | 635 | $67.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 614 | $65.0K | 0.02% | +250+68.7% | Added |
| Alta Advisers Ltd | 600 | $63.5K | 0.04% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 579 | $61.3K | 0.00% | −4,997−89.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 577 | $61.0K | 0.02% | −11,407−95.2% | Reduced |
| KB Financial Partners, LLC | 568 | $60.0K | 0.02% | −86−13.1% | Reduced |
| Geneos Wealth Management Inc. | 564 | $59.6K | 0.00% | −110−16.3% | Reduced |
| West Tower Group, LLC | 533 | $56.4K | 0.03% | +151+39.5% | Added |
| Cedar Wealth Management, LLC | 509 | $53.8K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 484 | $51.2K | 0.01% | +191+65.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 435 | $51.1K | 0.00% | −473−52.1% | Reduced |
| West Paces Advisors Inc. | 482 | $51.0K | 0.02% | −40−7.7% | Reduced |
| Parkside Financial Bank & Trust | 472 | $49.9K | 0.01% | +20+4.4% | Added |
| Duncker Streett & Co Inc | 460 | $48.7K | 0.01% | −1,506−76.6% | Reduced |
| Baker Avenue Asset Management, LP | 458 | $48.5K | 0.00% | +14+3.2% | Added |
| Versant Capital Management, Inc | 456 | $48.2K | 0.02% | −22−4.6% | Reduced |
| Smithfield Trust Co | 424 | $48.0K | 0.00% | −2,182−83.7% | Reduced |
| Proequities, Inc. | 444 | $47.0K | 0.00% | −4,273−90.6% | Reduced |
| XY Capital Ltd | 439 | $46.4K | 0.04% | +219+99.5% | Added |
| Operose Advisors LLC | 427 | $45.2K | 0.02% | +427 | New |
| AdvisorNet Financial, Inc | 413 | $43.7K | 0.00% | −7−1.7% | Reduced |
| Milestone Investment Advisors LLC | 405 | $42.8K | 0.01% | +405 | New |
| Loomis Sayles & Co L P | 386 | $41.0K | 0.00% | +219+131.1% | Added |
| Intelligent Financial Strategies | 369 | $39.0K | 0.03% | −132−26.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 351 | $37.2K | 0.00% | −81−18.8% | Reduced |
| Washington Trust Co | 350 | $37.0K | 0.00% | −9−2.5% | Reduced |
| CoreFirst Bank & Trust | 345 | $36.5K | 0.03% | +345 | New |
| Castleview Partners, LLC | 344 | $36.4K | 0.03% | +103+42.7% | Added |
| RE Advisers Corp | 344 | $36.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 341 | $36.1K | 0.00% | +102+42.7% | Added |
| Edmond de Rothschild Holding S.A. | 340 | $36.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 346 | $35.9K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 339 | $35.9K | 0.01% | −39−10.3% | Reduced |
| North Star Investment Management Corp. | 332 | $35.1K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 330 | $34.9K | 0.00% | −109,000−99.7% | Reduced |
| Glassman Wealth Services | 326 | $34.5K | 0.01% | +90+38.1% | Added |
| Sandy Spring Bank | 324 | $34.3K | 0.00% | +17+5.5% | Added |
| Hexagon Capital Partners LLC | 2,315 | $33.5K | 0.01% | +2,219+2,311.5% | Added |
| Grove Bank & Trust | 314 | $33.2K | 0.01% | −40−11.3% | Reduced |
| Covestor Ltd | 304 | $33.0K | 0.02% | +99+48.3% | Added |
| Federated Hermes, Inc. | 300 | $31.7K | 0.00% | −250−45.5% | Reduced |