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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, Q4 2023

Institutional positions in Dollar General Corp as of Dec 31, 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
1,114
+89 vs. Q3 2023
Shares held
203.0M
+6.74M (+3.4%) vs. Q3 2023
Total value
$27.6B
+$6.78B (+32.6%) vs. Q3 2023
New holders
221
333 more added
Sold out
132
447 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,114 institutions
Q1 2021: 1,177 institutionsQ2 2021: 1,148 institutionsQ3 2021: 1,144 institutionsQ4 2021: 1,236 institutionsQ1 2022: 1,205 institutionsQ2 2022: 1,235 institutionsQ3 2022: 1,267 institutionsQ4 2022: 1,277 institutionsQ1 2023: 1,241 institutionsQ2 2023: 1,164 institutionsQ3 2023: 1,037 institutionsQ4 2023: 1,114 institutionsQ1 2024: 1,105 institutionsQ2 2024: 1,045 institutionsQ3 2024: 920 institutionsQ4 2024: 906 institutionsQ1 2025: 916 institutionsQ2 2025: 1,021 institutionsQ3 2025: 1,061 institutionsQ4 2025: 1,171 institutionsQ1 2026: 1,154 institutionsQ2 2026: 1,134 institutions
Value heldQ4 2023: $27.6B
Q1 2021: $43.9BQ2 2021: $46.7BQ3 2021: $45.9BQ4 2021: $51.9BQ1 2022: $47.5BQ2 2022: $51.5BQ3 2022: $49.5BQ4 2022: $50.4BQ1 2023: $42.6BQ2 2023: $34.3BQ3 2023: $20.8BQ4 2023: $27.6BQ1 2024: $31.8BQ2 2024: $27.1BQ3 2024: $17.3BQ4 2024: $15.7BQ1 2025: $18.3BQ2 2025: $23.5BQ3 2025: $21.7BQ4 2025: $28.7BQ1 2026: $25.8BQ2 2026: $24.8B
Institutions holding DG and their total value by quarter
QuarterHoldersValue
Q2 20261,134$24.8B
Q1 20261,154$25.8B
Q4 20251,171$28.7B
Q3 20251,061$21.7B
Q2 20251,021$23.5B
Q1 2025916$18.3B
Q4 2024906$15.7B
Q3 2024920$17.3B
Q2 20241,045$27.1B
Q1 20241,105$31.8B
Q4 20231,114$27.6B
Q3 20231,037$20.8B
Q2 20231,164$34.3B
Q1 20231,241$42.6B
Q4 20221,277$50.4B
Q3 20221,267$49.5B
Q2 20221,235$51.5B
Q1 20221,205$47.5B
Q4 20211,236$51.9B
Q3 20211,144$45.9B
Q2 20211,148$46.7B
Q1 20211,177$43.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q3 2023.

Institutions holding DG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC76$10.3K0.00%+46+153.3%Added
Atticus Wealth Management, LLC78$10.6K0.00%00.0%Unchanged
Johnson Financial Group, Inc.79$10.7K0.00%−1,523−95.1%Reduced
Park Place Capital Corp80$10.9K0.00%+80New
Valley National Advisers Inc83$11.0K0.00%+38+84.4%Added
Front Row Advisors LLC81$11.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc84$11.4K0.00%+17+25.4%Added
Ogorek Anthony Joseph94$12.0K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.90$12.2K0.00%+90New
Focused Wealth Management, Inc92$12.5K0.00%+15+19.5%Added
Pacific Center for Financial Services92$12.5K0.00%00.0%Unchanged
JNBA Financial Advisors96$13.1K0.00%00.0%Unchanged
Pacifica Partners Inc.100$13.3K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC99$13.5K0.01%+99New
Indiana Trust & Investment Management CO100$13.6K0.01%00.0%Unchanged
CNB Bank100$13.6K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.100$13.6K0.00%00.0%Unchanged
Concord Wealth Partners100$13.6K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC102$13.9K0.00%+102New
Evergreen Private Wealth LLC105$14.3K0.01%+105New
Financial Freedom, LLC107$14.5K0.01%+1+0.9%Added
Arlington Partners LLC109$14.8K0.00%+109New
Delta Asset Management LLC110$15.0K0.00%−74−40.2%Reduced
GW&K Investment Management, LLC114$15.0K0.00%+32+39.0%Added
Gradient Investments LLC114$15.5K0.00%00.0%Unchanged
Duncker Streett & Co Inc115$15.6K0.00%−345−75.0%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna115$15.6K0.01%+115New
Baystate Wealth Management LLC115$15.7K0.00%+2+1.8%Added
Rakuten Securities, Inc.118$16.0K0.01%+118New
Studio Investment Management LLC121$16.4K0.00%−127−51.2%Reduced
Arrow Financial Corp122$16.6K0.00%00.0%Unchanged
Salem Investment Counselors Inc122$16.6K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC122$16.6K0.00%+122New
Investors Research Corp124$16.9K0.00%00.0%Unchanged
Washington Trust Co128$17.4K0.00%−222−63.4%Reduced
Strategic Investment Solutions, Inc.133$18.0K0.00%−8,167−98.4%Reduced
McIlrath & Eck, LLC138$18.8K0.00%−58−29.6%Reduced
DecisionPoint Financial, LLC144$19.6K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA144$19.6K0.01%+144New
Operose Advisors LLC146$19.8K0.01%−281−65.8%Reduced
Field & Main Bank150$20.4K0.01%00.0%Unchanged
Arcadia Investment Management Corp150$20.4K0.00%00.0%Unchanged
RFP Financial Group LLC157$21.3K0.01%−14−8.2%Reduced
Farmers & Merchants Investments Inc157$21.3K0.00%00.0%Unchanged
CGC Financial Services, LLC160$21.8K0.01%+110+220.0%Added
Loomis Sayles & Co L P159$22.0K0.00%−227−58.8%Reduced
Greenwood Gearhart Inc170$23.1K0.00%+170New
Hexagon Capital Partners LLC175$23.7K0.01%−2,140−92.4%Reduced
Oliver Lagore Vanvalin Investment Group175$23.8K0.01%−108−38.2%Reduced
Clear Investment Research, LLC176$23.9K0.03%00.0%Unchanged
Zions Bancorporation, N.A.184$25.0K0.00%+86+87.8%Added
McGlone Suttner Wealth Management, Inc.185$25.2K0.00%+185New
Coston, McIsaac & Partners195$26.0K0.01%00.0%Unchanged
Burkett Financial Services, LLC191$26.0K0.01%+191New
Grove Bank & Trust192$26.1K0.00%−122−38.9%Reduced
TCTC Holdings, LLC194$26.4K0.00%+194New
Hartford Financial Management Inc.200$27.2K0.01%00.0%Unchanged
Fortis Group Advisors, LLC200$27.2K0.01%+100+100.0%Added
Rockbridge Investment Management, LCC200$27.2K0.00%+200New
Coppell Advisory Solutions LLC200$27.2K0.01%+200New
Sugarloaf Wealth Management, LLC210$28.6K0.01%−367−63.6%Reduced
AdvisorNet Financial, Inc213$29.0K0.00%−200−48.4%Reduced
Quarry LP216$29.4K0.01%+216New
Miller Wealth Advisors, LLC216$29.4K0.02%+1+0.5%Added
Center for Financial Planning, Inc.217$29.5K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC218$29.8K0.00%−133−37.9%Reduced
MV Capital Management, Inc.219$29.8K0.00%+96+78.0%Added
Ofi Invest Asset Management247$30.4K0.00%+247New
HM Payson & Co227$30.9K0.00%00.0%Unchanged
Stephens Consulting, LLC229$31.1K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC240$32.6K0.02%+240New
Pathway Financial Advisers, LLC247$33.6K0.01%+73+42.0%Added
JFS Wealth Advisors, LLC270$36.7K0.00%+70+35.0%Added
Quest Partners LLC272$37.0K0.01%+272New
Montag A & Associates Inc275$37.4K0.00%+275New
Heritage Wealth Advisors281$38.2K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC284$38.6K0.01%−55−16.2%Reduced
Creative Financial Designs Inc298$40.6K0.00%+104+53.6%Added
AllSquare Wealth Management LLC300$40.8K0.03%00.0%Unchanged
Larson Financial Group LLC302$41.0K0.00%+3+1.0%Added
Sandy Spring Bank324$44.0K0.00%00.0%Unchanged
North Star Investment Management Corp.325$44.2K0.00%−7−2.1%Reduced
Quent Capital, LLC326$44.3K0.01%+43+15.2%Added
Healthcare of Ontario Pension Plan Trust Fund330$44.9K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.339$46.1K0.00%−240−41.5%Reduced
Edmond de Rothschild Holding S.A.340$46.2K0.00%00.0%Unchanged
RE Advisers Corp344$46.8K0.00%00.0%Unchanged
Global Financial Private Client, LLC346$47.0K0.02%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP360$47.5K0.00%−75−17.2%Reduced
Intelligent Financial Strategies369$50.2K0.04%00.0%Unchanged
Covestor Ltd378$51.0K0.03%+74+24.3%Added
Smithfield Trust Co391$52.0K0.00%−33−7.8%Reduced
Planning Capital Management Corp400$54.4K0.04%+400New
Ronald Blue Trust, Inc.536$57.0K0.00%−774−59.1%Reduced
Federated Hermes, Inc.423$57.5K0.00%+123+41.0%Added
Glassman Wealth Services452$61.4K0.01%+126+38.7%Added
West Paces Advisors Inc.473$64.3K0.02%−9−1.9%Reduced
Versant Capital Management, Inc473$64.3K0.02%+17+3.7%Added
HHM Wealth Advisors, LLC478$65.0K0.01%−6−1.2%Reduced
Geneos Wealth Management Inc.486$66.0K0.00%−78−13.8%Reduced