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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 4,538 | $616.9K | 0.02% | +657+16.9% | Added |
| Independent Advisor Alliance | 4,538 | $617.0K | 0.02% | −658−12.7% | Reduced |
| Wetherby Asset Management Inc | 4,556 | $619.4K | 0.03% | +456+11.1% | Added |
| Tandem Investment Advisors, Inc. | 4,580 | $623.0K | 0.02% | −118,598−96.3% | Reduced |
| Kennon-Green & Company, LLC | 4,626 | $628.9K | 0.64% | +249+5.7% | Added |
| Empire Financial Management Company, LLC | 4,668 | $634.6K | 0.25% | +273+6.2% | Added |
| Compagnie Lombard Odier SCmA | 4,675 | $635.6K | 0.01% | −2,740−37.0% | Reduced |
| GeoWealth Management, LLC | 4,676 | $636.0K | 0.05% | +4,676 | New |
| Oakworth Capital, Inc. | 4,709 | $640.2K | 0.05% | −108−2.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,721 | $641.9K | 0.01% | −500−9.6% | Reduced |
| Southeast Asset Advisors Inc. | 4,740 | $644.4K | 0.09% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,751 | $644.5K | 0.13% | −601−11.2% | Reduced |
| Level Four Advisory Services, LLC | 4,772 | $648.8K | 0.04% | −709−12.9% | Reduced |
| EPG Wealth Management LLC | 4,928 | $649.3K | 0.17% | +2,430+97.3% | Added |
| Vontobel Holding Ltd. | 4,791 | $651.3K | 0.01% | −3,424−41.7% | Reduced |
| Cravens & Co Advisors, LLC | 4,802 | $652.8K | 0.56% | −72−1.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 4,818 | $655.0K | 0.10% | +98+2.1% | Added |
| Banque Cantonale Vaudoise | 4,822 | $656.0K | 0.03% | −2,151−30.8% | Reduced |
| Corton Capital Inc. | 4,875 | $662.8K | 0.21% | +73+1.5% | Added |
| Riverwater Partners LLC | 4,876 | $662.9K | 0.52% | +415+9.3% | Added |
| HighPoint Advisor Group LLC | 4,404 | $664.0K | 0.05% | +4,404 | New |
| Thoroughbred Financial Services, LLC | 4,893 | $665.0K | 0.05% | −13,066−72.8% | Reduced |
| Boomfish Wealth Group, LLC | 4,906 | $667.0K | 0.48% | +4,906 | New |
| Stevens Capital Management LP | 4,925 | $670.0K | 0.17% | −8,698−63.8% | Reduced |
| Cetera Trust Company, N.A | 4,990 | $678.4K | 0.42% | +4,990 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $679.8K | 0.56% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 5,000 | $679.8K | 0.15% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,005 | $680.4K | 0.06% | +5+0.1% | Added |
| Impax Asset Management Group plc | 5,013 | $681.5K | 0.00% | −747−13.0% | Reduced |
| Public Sector Pension Investment Board | 5,021 | $682.6K | 0.01% | −18,518−78.7% | Reduced |
| Segment Wealth Management, LLC | 5,041 | $685.3K | 0.06% | −948−15.8% | Reduced |
| Intrust Bank NA | 5,079 | $690.5K | 0.08% | +717+16.4% | Added |
| Great Lakes Retirement, Inc. | 5,080 | $690.6K | 0.11% | +266+5.5% | Added |
| Roman Butler Fullerton & Co | 5,204 | $694.5K | 0.27% | +25+0.5% | Added |
| Nations Financial Group Inc, | 5,135 | $698.1K | 0.06% | +5,135 | New |
| Caldwell Sutter Capital, Inc. | 5,155 | $700.8K | 0.36% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 5,158 | $701.2K | 0.02% | +5,158 | New |
| Veracity Capital LLC | 5,186 | $705.0K | 0.28% | +617+13.5% | Added |
| Old National Bancorp | 5,204 | $707.5K | 0.02% | +415+8.7% | Added |
| Tudor Investment Corp Et Al | 5,250 | $713.7K | 0.01% | −111,303−95.5% | Reduced |
| Epoch Investment Partners, Inc. | 5,257 | $714.7K | 0.00% | −201−3.7% | Reduced |
| ARGA Investment Management, LP | 5,311 | $722.0K | 0.03% | +5,311 | New |
| Balentine LLC | 5,327 | $724.2K | 0.02% | +5,327 | New |
| Jacobi Capital Management LLC | 5,372 | $730.4K | 0.07% | +1,384+34.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,379 | $731.0K | 0.02% | +2,386+79.7% | Added |
| Everence Capital Management Inc | 5,410 | $735.0K | 0.05% | −1,023−15.9% | Reduced |
| First Hawaiian Bank | 5,413 | $735.9K | 0.02% | −142−2.6% | Reduced |
| MAI Capital Management | 5,446 | $740.3K | 0.01% | −2,301−29.7% | Reduced |
| Significant Wealth Partners LLC | 5,456 | $741.7K | 0.54% | +5,456 | New |
| Midwest Financial Group LLC | 5,502 | $748.0K | 0.56% | +586+11.9% | Added |
| Intrepid Capital Management Inc | 5,510 | $749.1K | 0.51% | −5,377−49.4% | Reduced |
| Brown Advisory Inc | 5,535 | $752.5K | 0.00% | −6,048−52.2% | Reduced |
| Sigma Planning Corp | 5,657 | $769.1K | 0.06% | −9,153−61.8% | Reduced |
| Ballentine Partners, LLC | 5,684 | $772.7K | 0.02% | +3,280+136.4% | Added |
| Alps Advisors Inc | 5,698 | $774.6K | 0.01% | +27+0.5% | Added |
| DF Dent & Co Inc | 5,703 | $775.3K | 0.01% | −265,401−97.9% | Reduced |
| Sentry LLC | 5,705 | $775.6K | 0.17% | 00.0% | Unchanged |
| Resources Management Corp | 5,730 | $779.0K | 0.12% | −1,569−21.5% | Reduced |
| Anchor Capital Advisors LLC | 5,741 | $780.5K | 0.02% | −720−11.1% | Reduced |
| FJ Investments, LLC | 5,800 | $788.5K | 0.04% | +5,800 | New |
| SeaBridge Investment Advisors LLC | 5,833 | $793.0K | 0.23% | +5,833 | New |
| Stratos Wealth Partners, LTD. | 5,843 | $794.4K | 0.01% | −739−11.2% | Reduced |
| Quotient Wealth Partners, LLC | 5,870 | $798.1K | 0.03% | +5,870 | New |
| Cito Capital Group, LLC | 5,875 | $799.0K | 0.34% | −3,275−35.8% | Reduced |
| Circle Wealth Management, LLC | 5,935 | $806.9K | 0.02% | +1,952+49.0% | Added |
| Nicholas Hoffman & Company, LLC. | 5,954 | $809.4K | 0.05% | −1,948−24.7% | Reduced |
| Coldstream Capital Management Inc | 5,965 | $810.9K | 0.02% | −7,192−54.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 6,000 | $815.7K | 0.12% | −33,113−84.7% | Reduced |
| Financial Enhancement Group LLC | 5,954 | $816.7K | 0.14% | +618+11.6% | Added |
| Davenport & Co LLC | 6,099 | $829.2K | 0.01% | −7,246−54.3% | Reduced |
| Coronation Fund Managers Ltd. | 6,135 | $834.1K | 0.02% | +6,135 | New |
| Steinberg Asset Management LLC | 6,152 | $836.4K | 0.74% | −479−7.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,142 | $839.6K | 0.55% | +456+8.0% | Added |
| Argent Trust Co | 6,203 | $843.3K | 0.04% | +298+5.0% | Added |
| Guardian Capital LP | 6,225 | $846.3K | 0.03% | +1,100+21.5% | Added |
| NorthRock Partners, LLC | 6,246 | $849.1K | 0.04% | +6,246 | New |
| Veriti Management LLC | 6,269 | $852.3K | 0.08% | +2,479+65.4% | Added |
| APG Asset Management N.V. | 6,941 | $854.2K | 0.00% | −123,509−94.7% | Reduced |
| DFPG Investments, LLC | 6,539 | $858.4K | 0.07% | −233−3.4% | Reduced |
| Citizens National Bank Trust Department | 6,330 | $860.6K | 0.22% | −175−2.7% | Reduced |
| Park National Corp | 6,429 | $874.0K | 0.04% | −2,072−24.4% | Reduced |
| Joel Isaacson & Co., LLC | 6,434 | $874.7K | 0.05% | −13−0.2% | Reduced |
| Wealth Quarterback LLC | 6,440 | $875.5K | 0.53% | +1,429+28.5% | Added |
| Bank of Stockton | 6,643 | $878.3K | 0.29% | +400+6.4% | Added |
| HB Wealth Management, LLC | 6,468 | $879.3K | 0.01% | +1,984+44.2% | Added |
| GFG Capital, LLC | 6,479 | $880.8K | 0.24% | −579−8.2% | Reduced |
| Ledyard National Bank | 6,536 | $888.6K | 0.09% | −1,342−17.0% | Reduced |
| Synovus Financial Corp | 6,569 | $893.7K | 0.01% | −20,590−75.8% | Reduced |
| LVM Capital Management Ltd | 6,591 | $896.0K | 0.11% | −1,826−21.7% | Reduced |
| Dearborn Partners LLC | 6,609 | $898.5K | 0.03% | +807+13.9% | Added |
| Lake Street Advisors Group, LLC | 6,688 | $909.3K | 0.05% | +6,688 | New |
| Trust Investment Advisors | 6,689 | $909.4K | 0.71% | −12−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,947 | $944.4K | 0.02% | +23+0.3% | Added |
| Stablepoint Partners, LLC | 6,986 | $949.7K | 0.24% | +6,986 | New |
| Ally Financial Inc. | 7,000 | $951.6K | 0.12% | 00.0% | Unchanged |
| King Wealth | 7,001 | $952.0K | 0.18% | −856−10.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,006 | $952.5K | 0.03% | +7,006 | New |
| Souders Financial Advisors | 7,035 | $956.5K | 0.16% | −721−9.3% | Reduced |
| Groupama Asset Managment | 7,060 | $960.1K | 0.03% | +7,060 | New |
| First National Trust Co | 7,078 | $962.3K | 0.04% | −23,223−76.6% | Reduced |