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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 2,870 | $390.2K | 0.05% | +587+25.7% | Added |
| Sunbelt Securities, Inc. | 2,879 | $391.4K | 0.05% | +54+1.9% | Added |
| Bridgefront Capital, LLC | 2,912 | $395.9K | 0.30% | −3,319−53.3% | Reduced |
| GSB Wealth Management, LLC | 2,921 | $397.1K | 0.12% | −98−3.2% | Reduced |
| Allworth Financial LP | 2,924 | $397.5K | 0.00% | −258−8.1% | Reduced |
| KKM Financial LLC | 2,932 | $398.6K | 0.25% | +2,932 | New |
| Inspire Advisors, LLC | 2,939 | $399.6K | 0.06% | +117+4.1% | Added |
| Arete Wealth Advisors, LLC | 2,940 | $399.7K | 0.03% | +51+1.8% | Added |
| Franklin Street Advisors Inc | 2,941 | $400.0K | 0.03% | −85−2.8% | Reduced |
| Cutler Group LP | 2,962 | $402.0K | 0.06% | −33,574−91.9% | Reduced |
| Dakota Wealth Management | 2,961 | $402.5K | 0.02% | +25+0.9% | Added |
| RSM US Wealth Management LLC | 2,961 | $402.5K | 0.01% | +2,961 | New |
| Founders Financial Alliance, LLC | 2,966 | $403.2K | 0.16% | −33−1.1% | Reduced |
| Rothschild Investment LLC | 2,967 | $403.4K | 0.03% | +2,967 | New |
| Desjardins Global Asset Management Inc. | 2,971 | $403.9K | 0.04% | +336+12.8% | Added |
| Wealth Alliance | 2,984 | $405.6K | 0.06% | −114−3.7% | Reduced |
| PenderFund Capital Management Ltd. | 2,260 | $407.1K | 0.13% | −800−26.1% | Reduced |
| Horizon Investments, LLC | 3,011 | $407.6K | 0.01% | +1,576+109.8% | Added |
| Profund Advisors LLC | 3,016 | $410.0K | 0.02% | +435+16.9% | Added |
| Natixis | 3,032 | $412.2K | 0.00% | −99,110−97.0% | Reduced |
| Venture Visionary Partners LLC | 3,035 | $412.6K | 0.02% | +3,035 | New |
| Texas Yale Capital Corp. | 3,073 | $417.8K | 0.02% | +855+38.5% | Added |
| Compass Ion Advisors, LLC | 3,080 | $418.7K | 0.06% | −22−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 3,081 | $418.9K | 0.04% | +3,081 | New |
| Aldebaran Financial Inc. | 3,109 | $422.7K | 0.65% | −150−4.6% | Reduced |
| NEOS Investment Management LLC | 3,113 | $423.2K | 0.04% | +869+38.7% | Added |
| Concentric Capital Strategies, LP | 3,154 | $428.8K | 0.06% | +3,154 | New |
| Gratus Wealth Advisors, LLC | 3,163 | $430.0K | 0.08% | +3,163 | New |
| Atom Investors LP | 3,165 | $430.3K | 0.08% | +158+5.3% | Added |
| Quadrant Capital Group LLC | 3,193 | $434.1K | 0.04% | +1,716+116.2% | Added |
| KPP Advisory Services LLC | 3,199 | $434.9K | 0.38% | +3,199 | New |
| Helios Capital Management Pte. Ltd | 3,200 | $435.0K | 0.34% | +3,200 | New |
| Lebenthal Global Advisors, LLC | 3,203 | $435.4K | 0.10% | +3,203 | New |
| CWM Advisors, LLC | 3,258 | $442.9K | 0.05% | −193−5.6% | Reduced |
| Sawtooth Solutions, LLC | 3,258 | $443.0K | 0.01% | −295−8.3% | Reduced |
| Mondrian Investment Partners LTD | 3,284 | $446.5K | 0.01% | +3,284 | New |
| Bleakley Financial Group, LLC | 3,284 | $446.5K | 0.01% | −269−7.6% | Reduced |
| WSFS Capital Management, LLC | 3,326 | $452.2K | 0.03% | −5,554−62.5% | Reduced |
| Qube Research & Technologies Ltd | 3,338 | $453.8K | 0.00% | −449,761−99.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,350 | $455.3K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,367 | $457.7K | 0.04% | −4,987−59.7% | Reduced |
| Ameritas Advisory Services, LLC | 3,381 | $459.7K | 0.03% | +433+14.7% | Added |
| Axxcess Wealth Management, LLC | 3,396 | $461.6K | 0.01% | +494+17.0% | Added |
| Boston Private Wealth LLC | 3,397 | $461.8K | 0.01% | +1,247+58.0% | Added |
| Roundview Capital LLC | 3,494 | $475.0K | 0.04% | +3,494 | New |
| Gsa Capital Partners LLP | 3,518 | $478.0K | 0.04% | −23,875−87.2% | Reduced |
| Waypoint Capital Advisors, LLC | 3,535 | $480.6K | 0.14% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,539 | $481.1K | 0.02% | −517−12.7% | Reduced |
| Navalign, LLC | 3,540 | $481.3K | 0.17% | −661−15.7% | Reduced |
| Savant Capital, LLC | 3,540 | $481.3K | 0.01% | +3,540 | New |
| CWA Asset Management Group, LLC | 3,563 | $484.4K | 0.03% | −2,006−36.0% | Reduced |
| Oppenheimer & Co Inc | 3,564 | $484.5K | 0.01% | +184+5.4% | Added |
| ICW Investment Advisors LLC | 3,568 | $485.1K | 0.24% | +103+3.0% | Added |
| Acropolis Investment Management, LLC | 3,586 | $486.3K | 0.03% | −824−18.7% | Reduced |
| Retirement Guys Formula LLC | 3,591 | $488.2K | 0.26% | +386+12.0% | Added |
| Spire Wealth Management | 3,767 | $498.1K | 0.02% | −76−2.0% | Reduced |
| Canandaigua National Bank & Trust Co | 3,676 | $499.8K | 0.08% | −6,304−63.2% | Reduced |
| Warren Averett Asset Management, LLC | 3,687 | $501.2K | 0.02% | +591+19.1% | Added |
| Patten & Patten Inc | 3,697 | $502.6K | 0.04% | +474+14.7% | Added |
| Arkadios Wealth Advisors | 3,739 | $508.3K | 0.04% | +807+27.5% | Added |
| EverSource Wealth Advisors, LLC | 3,768 | $512.2K | 0.05% | +147+4.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,774 | $513.1K | 0.06% | −1,077−22.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,775 | $513.2K | 0.02% | +3,775 | New |
| Prospera Financial Services Inc | 3,786 | $514.7K | 0.02% | +41+1.1% | Added |
| Frisch Financial Group, Inc. | 3,787 | $515.0K | 0.19% | +1,247+49.1% | Added |
| Newbridge Financial Services Group, Inc. | 3,799 | $516.4K | 0.25% | +1,956+106.1% | Added |
| Capital Investment Counsel, Inc | 3,799 | $516.5K | 0.09% | +1,250+49.0% | Added |
| PFG Investments, LLC | 3,815 | $518.6K | 0.10% | −277−6.8% | Reduced |
| Family Legacy, Inc. | 3,856 | $524.3K | 0.20% | +219+6.0% | Added |
| SRS Capital Advisors, Inc. | 3,981 | $541.3K | 0.06% | +610+18.1% | Added |
| Weiss Asset Management LP | 3,994 | $543.0K | 0.04% | +3,994 | New |
| LM Advisors LLC | 4,000 | $543.8K | 0.11% | +4,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $544.0K | 0.30% | −1,200−23.1% | Reduced |
| Benjamin Edwards Inc | 4,006 | $545.0K | 0.12% | +1,809+82.3% | Added |
| Aptus Capital Advisors, LLC | 4,018 | $546.2K | 0.02% | −2,900−41.9% | Reduced |
| Community Bank, N.A. | 4,025 | $547.2K | 0.07% | +45+1.1% | Added |
| Ruggaard & Associates LLC | 4,028 | $547.6K | 0.29% | −339−7.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,048 | $550.3K | 0.05% | −4,202−50.9% | Reduced |
| Benedict Financial Advisors Inc | 4,060 | $552.0K | 0.15% | +1,192+41.6% | Added |
| Meridian Wealth Management, LLC | 4,067 | $552.9K | 0.04% | −3,445−45.9% | Reduced |
| Lido Advisors, LLC | 4,073 | $553.7K | 0.01% | −13,341−76.6% | Reduced |
| Sumitomo Life Insurance Co | 4,074 | $553.9K | 0.02% | −33−0.8% | Reduced |
| Hunter Associates Investment Management LLC | 4,117 | $554.0K | 0.10% | +8+0.2% | Added |
| Vident Advisory, LLC | 4,126 | $560.9K | 0.01% | −327−7.3% | Reduced |
| Benchmark Investment Advisors LLC | 4,137 | $562.4K | 0.52% | −3,897−48.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,139 | $562.7K | 0.01% | +653+18.7% | Added |
| Symmetry Partners, LLC | 4,168 | $565.0K | 0.03% | −3,619−46.5% | Reduced |
| Demars Financial Group, LLC | 4,200 | $571.0K | 0.31% | −458−9.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,211 | $572.5K | 0.01% | −1,641−28.0% | Reduced |
| Blair William & Co | 4,227 | $574.7K | 0.00% | −4,551−51.8% | Reduced |
| MidWestOne Financial Group, Inc. | 4,235 | $575.7K | 0.11% | −101−2.3% | Reduced |
| Catalytic Wealth RIA, LLC | 4,244 | $577.0K | 0.26% | +4,244 | New |
| Roberts Glore & Co Inc | 4,284 | $582.4K | 0.18% | +2,104+96.5% | Added |
| Knollwood Investment Advisory, LLC | 4,315 | $586.6K | 0.12% | +4,315 | New |
| Vista Investment Management | 4,394 | $597.4K | 0.28% | −605−12.1% | Reduced |
| Advisors Asset Management, Inc. | 4,449 | $604.8K | 0.01% | −1,378−23.6% | Reduced |
| AlphaStar Capital Management, LLC | 4,480 | $609.1K | 0.06% | +4,480 | New |
| CMC Financial Group | 4,535 | $610.6K | 0.82% | +4,535 | New |
| Eight 31 Financial LLC | 4,496 | $611.2K | 0.37% | +4,496 | New |
| Evernest Financial Advisors, LLC | 4,509 | $613.0K | 0.31% | +4,509 | New |