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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 1,841 | $250.2K | 0.03% | −408−18.1% | Reduced |
| Forum Financial Management, LP | 1,841 | $250.3K | 0.00% | +1,841 | New |
| SYSTM Wealth Solutions LLC | 1,844 | $250.6K | 0.03% | +1,844 | New |
| FDx Advisors, Inc. | 1,863 | $253.0K | 0.02% | −245−11.6% | Reduced |
| Global Trust Asset Management, LLC | 1,886 | $256.4K | 0.11% | −150−7.4% | Reduced |
| Bristlecone Advisors, LLC | 1,895 | $257.6K | 0.03% | +1,895 | New |
| 1776 Wealth LLC | 1,906 | $259.1K | 0.13% | 00.0% | Unchanged |
| Diversified Trust Co | 1,907 | $259.3K | 0.01% | +1,907 | New |
| Beacon Financial Group | 1,909 | $259.5K | 0.03% | +1,909 | New |
| Independent Financial Group, LLC | 1,921 | $261.1K | 0.01% | −427−18.2% | Reduced |
| Cornerstone Wealth Management, LLC | 1,929 | $262.3K | 0.02% | +1,929 | New |
| Herold Advisors, Inc. | 1,932 | $262.7K | 0.07% | −2,696−58.3% | Reduced |
| Manchester Capital Management LLC | 1,937 | $263.3K | 0.04% | +152+8.5% | Added |
| Bokf, NA | 1,944 | $264.3K | 0.01% | −377−16.2% | Reduced |
| First Horizon Advisors, Inc. | 1,954 | $265.7K | 0.01% | −1,105−36.1% | Reduced |
| Triumph Capital Management | 1,964 | $267.0K | 0.11% | −2,667−57.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,977 | $268.0K | 0.09% | +198+11.1% | Added |
| Moors & Cabot, Inc. | 1,974 | $268.4K | 0.02% | −165−7.7% | Reduced |
| Clarius Group, LLC | 1,975 | $268.5K | 0.02% | −150−7.1% | Reduced |
| Excalibur Management Corp | 1,976 | $268.6K | 0.13% | +78+4.1% | Added |
| StrategIQ Financial Group, LLC | 2,000 | $271.9K | 0.03% | −11−0.5% | Reduced |
| Ibex Investors LLC | 2,000 | $271.9K | 0.33% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 2,000 | $271.9K | 0.03% | 00.0% | Unchanged |
| Invesco, LLC | 2,005 | $272.6K | 0.13% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,028 | $275.0K | 0.03% | −536−20.9% | Reduced |
| Waratah Capital Advisors Ltd. | 2,037 | $276.9K | 0.02% | +2,037 | New |
| Baron Wealth Management LLC | 2,045 | $278.0K | 0.15% | +2,045 | New |
| Ellevest, Inc. | 2,054 | $279.2K | 0.02% | +2,054 | New |
| Accredited Investors Inc. | 2,064 | $280.6K | 0.02% | +22+1.1% | Added |
| Perigon Wealth Management, LLC | 2,066 | $280.9K | 0.01% | +39+1.9% | Added |
| Western Wealth Management, LLC | 2,068 | $281.1K | 0.02% | +2,068 | New |
| Wesbanco Bank Inc | 2,077 | $282.4K | 0.02% | −140−6.3% | Reduced |
| CAPROCK Group, Inc. | 2,102 | $285.8K | 0.02% | +36+1.7% | Added |
| Act Two Investors LLC | 2,114 | $287.4K | 0.06% | +2,114 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,115 | $288.0K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,113 | $288.2K | 0.04% | −525−19.9% | Reduced |
| UniSuper Management Pty Ltd | 2,122 | $288.5K | 0.00% | +522+32.6% | Added |
| Mirabella Financial Services LLP | 2,121 | $288.5K | 0.04% | +2,121 | New |
| Oracle Alpha Inc. | 2,132 | $289.8K | 0.38% | +2,132 | New |
| Weatherly Asset Management L. P. | 2,145 | $291.6K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,146 | $291.8K | 0.01% | −132−5.8% | Reduced |
| Atlas Brown,Inc. | 2,152 | $292.6K | 0.12% | −1,700−44.1% | Reduced |
| Lincoln National Corp | 2,159 | $293.6K | 0.01% | −464−17.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,179 | $296.2K | 0.10% | +266+13.9% | Added |
| Chilton Capital Management LLC | 2,181 | $296.5K | 0.02% | −508−18.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,210 | $300.4K | 0.01% | +2,210 | New |
| AXA S.A. | 2,215 | $301.1K | 0.00% | −7,346−76.8% | Reduced |
| Running Oak Capital LLC | 2,219 | $301.7K | 0.06% | −29,355−93.0% | Reduced |
| Financial Counselors Inc | 2,221 | $301.9K | 0.01% | +2,221 | New |
| Ossiam | 2,226 | $302.6K | 0.00% | −76−3.3% | Reduced |
| David Loasby | 2,233 | $303.2K | 0.03% | −1,627−42.2% | Reduced |
| Guardian Wealth Advisors, LLC | 2,232 | $303.4K | 0.05% | −1,374−38.1% | Reduced |
| Merit Financial Group, LLC | 2,233 | $303.6K | 0.01% | −1,083−32.7% | Reduced |
| Court Place Advisors, LLC | 2,239 | $304.4K | 0.10% | −655−22.6% | Reduced |
| First United Bank Trust | 2,261 | $307.4K | 0.12% | −1,950−46.3% | Reduced |
| Marks Group Wealth Management, Inc | 2,273 | $309.0K | 0.04% | −27,050−92.2% | Reduced |
| Schechter Investment Advisors, LLC | 2,273 | $309.1K | 0.03% | +2,273 | New |
| Voya Financial Advisors, Inc. | 2,297 | $311.4K | 0.04% | +2,297 | New |
| Dynamic Advisor Solutions LLC | 2,304 | $312.7K | 0.01% | −783−25.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 2,357 | $312.9K | 0.00% | +2,357 | New |
| Glen Eagle Advisors, LLC | 2,305 | $313.4K | 0.07% | −1,243−35.0% | Reduced |
| Opinicus Capital, Inc. | 2,309 | $313.9K | 0.32% | +2,309 | New |
| GAMMA Investing LLC | 2,380 | $314.3K | 0.09% | +2,380 | New |
| Cidel Asset Management Inc | 2,334 | $317.3K | 0.01% | +218+10.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,338 | $317.9K | 0.02% | +2,338 | New |
| Cigna Investments Inc | 2,346 | $319.0K | 0.07% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,348 | $319.2K | 0.07% | +2,348 | New |
| Hartline Investment Corp | 2,350 | $319.5K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,384 | $324.1K | 0.01% | +2,384 | New |
| Templeton & Phillips Capital Management, LLC | 2,400 | $326.3K | 0.33% | +2,400 | New |
| Lake Street Financial LLC | 2,425 | $329.7K | 0.05% | +368+17.9% | Added |
| Fulton Bank, N.A. | 2,439 | $331.6K | 0.01% | +128+5.5% | Added |
| Ameritas Investment Partners, Inc. | 2,439 | $331.6K | 0.01% | −160−6.2% | Reduced |
| Change Path, LLC | 2,451 | $333.0K | 0.02% | +2,451 | New |
| Siemens Fonds Invest GmbH | 2,452 | $333.3K | 0.03% | +2,452 | New |
| Syon Capital LLC | 2,475 | $336.5K | 0.03% | +2,475 | New |
| Personal Cfo Solutions, LLC | 2,476 | $336.6K | 0.06% | +129+5.5% | Added |
| Morningstar Investment Management LLC | 2,494 | $339.0K | 0.04% | −121−4.6% | Reduced |
| Cypress Asset Management Inc | 2,495 | $339.2K | 0.10% | −310−11.1% | Reduced |
| First National Bank Sioux Falls | 2,561 | $348.2K | 0.18% | +2,561 | New |
| Soltis Investment Advisors LLC | 2,564 | $348.6K | 0.04% | −244−8.7% | Reduced |
| Monarch Capital Management Inc | 2,575 | $350.1K | 0.11% | −405−13.6% | Reduced |
| Caldwell Trust Co | 2,589 | $352.0K | 0.04% | +1,926+290.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,598 | $353.2K | 0.02% | −818−23.9% | Reduced |
| Paradigm Asset Management Co LLC | 2,600 | $353.5K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,618 | $355.9K | 0.10% | +2,618 | New |
| Institute for Wealth Management, LLC. | 2,634 | $358.1K | 0.06% | −271−9.3% | Reduced |
| Central Bank & Trust Co | 2,655 | $360.9K | 0.06% | −293−9.9% | Reduced |
| Two Sigma Securities, LLC | 2,689 | $365.6K | 0.02% | −15,922−85.6% | Reduced |
| Thrive Wealth Management, LLC | 2,693 | $366.2K | 0.08% | +667+32.9% | Added |
| Summa Corp. | 2,700 | $367.1K | 0.26% | +2,700 | New |
| Focus Financial Network Inc | 2,711 | $368.5K | 0.01% | +2,711 | New |
| Fiduciary Family Office, LLC | 2,742 | $372.8K | 0.16% | +2,742 | New |
| Summit Trail Advisors, LLC | 2,744 | $373.0K | 0.01% | −793−22.4% | Reduced |
| Concurrent Investment Advisors, LLC | 2,771 | $376.7K | 0.02% | +2,771 | New |
| Umb Bank N A | 2,772 | $376.9K | 0.01% | −243−8.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,786 | $378.7K | 0.10% | −700−20.1% | Reduced |
| Belpointe Asset Management LLC | 2,788 | $379.0K | 0.03% | −162−5.5% | Reduced |
| Octavia Wealth Advisors, LLC | 2,822 | $383.7K | 0.07% | −87−3.0% | Reduced |
| Altfest L J & Co Inc | 2,826 | $384.0K | 0.06% | +2,826 | New |