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 |
|---|---|---|---|---|---|
| Fairbanks Capital Management, Inc. | 7,125 | $968.6K | 0.69% | +411+6.1% | Added |
| J.W. Cole Advisors, Inc. | 7,140 | $970.7K | 0.06% | +7,140 | New |
| Tokio Marine Asset Management Co Ltd | 7,200 | $978.8K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 7,200 | $978.8K | 0.08% | +7,200 | New |
| LMCG Investments, LLC | 7,203 | $979.2K | 0.06% | −1,132−13.6% | Reduced |
| Stephens Inc | 7,205 | $979.6K | 0.02% | −4,058−36.0% | Reduced |
| Patten Group, Inc. | 7,228 | $982.6K | 0.27% | −1,329−15.5% | Reduced |
| Clark Capital Management Group, Inc. | 7,258 | $986.7K | 0.01% | +7,258 | New |
| National Asset Management, Inc. | 7,263 | $987.4K | 0.03% | −1,317−15.3% | Reduced |
| First National Advisers, LLC | 7,277 | $989.4K | 0.28% | +4,735+186.3% | Added |
| Institutional & Family Asset Management, LLC | 7,322 | $995.4K | 0.16% | −12,204−62.5% | Reduced |
| Principal Securities, Inc. | 7,355 | $999.9K | 0.04% | +7,355 | New |
| Northwest & Ethical Investments L.P. | 7,403 | $1.01M | 0.03% | −362−4.7% | Reduced |
| Sequoia Financial Advisors, LLC | 7,428 | $1.01M | 0.01% | −1,770−19.2% | Reduced |
| Regions Financial Corp | 7,472 | $1.02M | 0.01% | −712−8.7% | Reduced |
| Valicenti Advisory Services Inc | 7,556 | $1.03M | 0.31% | −164−2.1% | Reduced |
| Hilltop Holdings Inc. | 7,561 | $1.03M | 0.12% | −2,125−21.9% | Reduced |
| Advisory Services Network, LLC | 7,568 | $1.03M | 0.03% | −4,914−39.4% | Reduced |
| Beacon Pointe Advisors, LLC | 7,587 | $1.03M | 0.01% | +443+6.2% | Added |
| Farther Finance Advisors, LLC | 7,605 | $1.03M | 0.07% | +6,173+431.1% | Added |
| Weaver Capital Management LLC | 7,629 | $1.04M | 0.42% | +7,629 | New |
| Signaturefd, LLC | 7,640 | $1.04M | 0.02% | +2,234+41.3% | Added |
| Private Advisor Group, LLC | 7,662 | $1.04M | 0.01% | −302−3.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,761 | $1.05M | 0.47% | −53−0.7% | Reduced |
| Norinchukin Bank, The | 7,750 | $1.05M | 0.02% | −819−9.6% | Reduced |
| Bank Ozk | 7,785 | $1.06M | 0.52% | +1,394+21.8% | Added |
| Tritonpoint Wealth, LLC | 7,802 | $1.06M | 0.10% | +7,802 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,819 | $1.06M | 0.07% | −682−8.0% | Reduced |
| Vestcor Inc | 7,827 | $1.06M | 0.04% | −16,071−67.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,881 | $1.07M | 0.30% | +516+7.0% | Added |
| Empirical Finance, LLC | 7,955 | $1.08M | 0.08% | +24+0.3% | Added |
| Leonteq Securities AG | 7,996 | $1.09M | 0.14% | −661−7.6% | Reduced |
| Credit Agricole S A | 8,012 | $1.09M | 0.02% | +5,949+288.4% | Added |
| Apollon Wealth Management, LLC | 8,018 | $1.09M | 0.04% | +4,384+120.6% | Added |
| Park Avenue Securities LLC | 8,080 | $1.10M | 0.02% | −188−2.3% | Reduced |
| Equitable Trust Co | 8,157 | $1.11M | 0.08% | −2,677−24.7% | Reduced |
| TD Private Client Wealth LLC | 8,160 | $1.11M | 0.04% | +903+12.4% | Added |
| E. Ohman J:or Asset Management AB | 8,300 | $1.13M | 0.04% | −1,800−17.8% | Reduced |
| Bellecapital International Ltd. | 8,322 | $1.13M | 0.26% | +3,410+69.4% | Added |
| Thor Investment Management Inc | 8,343 | $1.13M | 0.99% | +8,343 | New |
| Bailard, Inc. | 8,367 | $1.14M | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 8,433 | $1.15M | 0.06% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 8,485 | $1.15M | 0.02% | +8,485 | New |
| Catalyst Capital Advisors LLC | 8,483 | $1.15M | 0.03% | +2,172+34.4% | Added |
| Dynamic Technology Lab Private Ltd | 8,493 | $1.16M | 0.12% | −6,657−43.9% | Reduced |
| Insight Wealth Strategies, LLC | 8,559 | $1.16M | 0.19% | +2,982+53.5% | Added |
| Integrated Wealth Concepts LLC | 8,559 | $1.16M | 0.02% | −125−1.4% | Reduced |
| Hixon Zuercher, LLC | 8,659 | $1.18M | 0.55% | −20.0% | Reduced |
| 1832 Asset Management L.P. | 8,704 | $1.18M | 0.00% | −187,334−95.6% | Reduced |
| Texas Capital Bancshares Inc | 8,862 | $1.20M | 0.64% | +8,862 | New |
| Marathon Trading Investment Management LLC | 8,903 | $1.21M | 0.23% | +8,903 | New |
| Metropolitan Life Insurance Co | 8,933 | $1.21M | 0.06% | −141−1.6% | Reduced |
| Prelude Capital Management, LLC | 8,942 | $1.22M | 0.11% | +8,942 | New |
| Walter & Keenan Financial Consulting Co | 8,991 | $1.22M | 0.44% | +66+0.7% | Added |
| Ferguson Wellman Capital Management, Inc | 9,058 | $1.23M | 0.03% | +264+3.0% | Added |
| Metis Global Partners, LLC | 9,083 | $1.23M | 0.05% | −617−6.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,094 | $1.24M | 0.12% | +234+2.6% | Added |
| Criterion Capital Advisors, LLC | 9,190 | $1.25M | 0.91% | +9,190 | New |
| Optimas Capital Ltd | 9,300 | $1.26M | 1.19% | +9,300 | New |
| X-Square Capital, LLC | 9,334 | $1.27M | 0.70% | +6,285+206.1% | Added |
| Prudential PLC | 9,385 | $1.28M | 0.01% | +1,135+13.8% | Added |
| Blueshift Asset Management, LLC | 9,419 | $1.28M | 0.68% | −5,643−37.5% | Reduced |
| Ironwood Investment Counsel, LLC | 9,498 | $1.29M | 0.24% | +9,498 | New |
| Simmons Bank | 9,546 | $1.30M | 0.11% | +9,546 | New |
| Malaga Cove Capital, LLC | 9,553 | $1.30M | 0.55% | +1,413+17.4% | Added |
| Avantax Advisory Services, Inc. | 9,557 | $1.30M | 0.01% | +407+4.4% | Added |
| Modera Wealth Management, LLC | 9,675 | $1.32M | 0.02% | +532+5.8% | Added |
| Marex Group plc | 9,733 | $1.32M | 0.05% | +9,733 | New |
| Haverford Trust Co | 9,775 | $1.33M | 0.01% | −9,168−48.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,812 | $1.33M | 0.00% | +80+0.8% | Added |
| Raymond James Trust N.A. | 9,872 | $1.34M | 0.04% | +623+6.7% | Added |
| Bessemer Group Inc | 9,967 | $1.35M | 0.00% | +677+7.3% | Added |
| Lynwood Capital Management Inc. | 10,000 | $1.36M | 5.99% | +10,000 | New |
| Qsemble Capital Management, LP | 10,013 | $1.36M | 0.34% | −12,087−54.7% | Reduced |
| Teacher Retirement System of Texas | 10,083 | $1.37M | 0.01% | −6,911−40.7% | Reduced |
| Toroso Investments, LLC | 10,254 | $1.39M | 0.03% | −6,925−40.3% | Reduced |
| Atria Wealth Solutions, Inc. | 10,318 | $1.40M | 0.02% | −844−7.6% | Reduced |
| Delta Accumulation, LLC | 8,301 | $1.41M | 15.59% | −399−4.6% | Reduced |
| Independence Bank of Kentucky | 10,471 | $1.42M | 0.50% | −1,745−14.3% | Reduced |
| Allen Capital Group, LLC | 10,482 | $1.43M | 0.24% | −74−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,535 | $1.43M | 0.06% | +8,534+426.5% | Added |
| AE Wealth Management LLC | 10,848 | $1.45M | 0.01% | −13,759−55.9% | Reduced |
| Live Oak Private Wealth LLC | 10,703 | $1.46M | 0.27% | −2,280−17.6% | Reduced |
| Thrivent Financial for Lutherans | 10,724 | $1.46M | 0.00% | +1,504+16.3% | Added |
| O'Shaughnessy Asset Management, LLC | 10,821 | $1.47M | 0.02% | −3,984−26.9% | Reduced |
| City Holding Co | 10,881 | $1.48M | 0.24% | −1,612−12.9% | Reduced |
| VisionPoint Advisory Group, LLC | 11,026 | $1.50M | 0.55% | +2,200+24.9% | Added |
| Intech Investment Management LLC | 11,214 | $1.52M | 0.02% | −117,359−91.3% | Reduced |
| Ethic Inc. | 11,268 | $1.53M | 0.05% | +2,628+30.4% | Added |
| Candriam Luxembourg S.C.A. | 11,353 | $1.54M | 0.01% | −2,238−16.5% | Reduced |
| Provident Investment Management, Inc. | 11,375 | $1.55M | 0.15% | +1,075+10.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 11,445 | $1.56M | 0.39% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,450 | $1.56M | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 11,461 | $1.56M | 0.02% | +73+0.6% | Added |
| Birch Capital Management, LLC | 11,515 | $1.57M | 0.90% | +9,026+362.6% | Added |
| NFJ Investment Group, LLC | 11,582 | $1.57M | 0.04% | +11,582 | New |
| Shell Asset Management Co | 11,681 | $1.59M | 0.07% | −6,472−35.7% | Reduced |
| Quantinno Capital Management LP | 11,863 | $1.61M | 0.06% | +4,856+69.3% | Added |
| Gluskin Sheff & Assoc Inc | 11,879 | $1.61M | 0.16% | −3,418−22.3% | Reduced |
| Chiron Capital Management, LLC | 11,900 | $1.62M | 1.41% | +3,500+41.7% | Added |