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 |
|---|---|---|---|---|---|
| Burney Co | 12,869 | $1.75M | 0.07% | +12,869 | New |
| Virtu Financial LLC | 12,800 | $1.74M | 0.14% | −41,266−76.3% | Reduced |
| Gotham Asset Management, LLC | 12,682 | $1.72M | 0.03% | −4,594−26.6% | Reduced |
| Ostrum Asset Management | 12,597 | $1.71M | 0.15% | +545+4.5% | Added |
| Jackson Hole Capital Partners, LLC | 12,597 | $1.71M | 0.44% | −3,268−20.6% | Reduced |
| HBK Sorce Advisory LLC | 12,542 | $1.71M | 0.07% | +3,979+46.5% | Added |
| GWM Advisors LLC | 12,681 | $1.70M | 0.02% | +1,361+12.0% | Added |
| Monaco Asset Management SAM | 12,500 | $1.70M | 0.65% | −12,500−50.0% | Reduced |
| Quantitative Investment Management, LLC | 12,357 | $1.68M | 0.10% | −89,295−87.8% | Reduced |
| Naples Global Advisors, LLC | 12,199 | $1.66M | 0.18% | −140−1.1% | Reduced |
| Waycross Partners, LLC | 12,000 | $1.63M | 0.31% | +12,000 | New |
| Capstone Investment Advisors, LLC | 11,970 | $1.63M | 0.03% | −13,756−53.5% | Reduced |
| Crossmark Global Holdings, Inc. | 11,943 | $1.62M | 0.03% | −1,145−8.7% | Reduced |
| Nemes Rush Group LLC | 11,912 | $1.62M | 0.26% | −148−1.2% | Reduced |
| Chiron Capital Management, LLC | 11,900 | $1.62M | 1.41% | +3,500+41.7% | Added |
| Gluskin Sheff & Assoc Inc | 11,879 | $1.61M | 0.16% | −3,418−22.3% | Reduced |
| Quantinno Capital Management LP | 11,863 | $1.61M | 0.06% | +4,856+69.3% | Added |
| Shell Asset Management Co | 11,681 | $1.59M | 0.07% | −6,472−35.7% | Reduced |
| NFJ Investment Group, LLC | 11,582 | $1.57M | 0.04% | +11,582 | New |
| Birch Capital Management, LLC | 11,515 | $1.57M | 0.90% | +9,026+362.6% | Added |
| Cetera Advisors LLC | 11,461 | $1.56M | 0.02% | +73+0.6% | Added |
| New Mexico Educational Retirement Board | 11,450 | $1.56M | 0.06% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 11,445 | $1.56M | 0.39% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 11,375 | $1.55M | 0.15% | +1,075+10.4% | Added |
| Candriam Luxembourg S.C.A. | 11,353 | $1.54M | 0.01% | −2,238−16.5% | Reduced |
| Ethic Inc. | 11,268 | $1.53M | 0.05% | +2,628+30.4% | Added |
| Intech Investment Management LLC | 11,214 | $1.52M | 0.02% | −117,359−91.3% | Reduced |
| VisionPoint Advisory Group, LLC | 11,026 | $1.50M | 0.55% | +2,200+24.9% | Added |
| City Holding Co | 10,881 | $1.48M | 0.24% | −1,612−12.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,821 | $1.47M | 0.02% | −3,984−26.9% | Reduced |
| Thrivent Financial for Lutherans | 10,724 | $1.46M | 0.00% | +1,504+16.3% | Added |
| Live Oak Private Wealth LLC | 10,703 | $1.46M | 0.27% | −2,280−17.6% | Reduced |
| AE Wealth Management LLC | 10,848 | $1.45M | 0.01% | −13,759−55.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,535 | $1.43M | 0.06% | +8,534+426.5% | Added |
| Allen Capital Group, LLC | 10,482 | $1.43M | 0.24% | −74−0.7% | Reduced |
| Independence Bank of Kentucky | 10,471 | $1.42M | 0.50% | −1,745−14.3% | Reduced |
| Delta Accumulation, LLC | 8,301 | $1.41M | 15.59% | −399−4.6% | Reduced |
| Atria Wealth Solutions, Inc. | 10,318 | $1.40M | 0.02% | −844−7.6% | Reduced |
| Toroso Investments, LLC | 10,254 | $1.39M | 0.03% | −6,925−40.3% | Reduced |
| Teacher Retirement System of Texas | 10,083 | $1.37M | 0.01% | −6,911−40.7% | Reduced |
| Qsemble Capital Management, LP | 10,013 | $1.36M | 0.34% | −12,087−54.7% | Reduced |
| Lynwood Capital Management Inc. | 10,000 | $1.36M | 5.99% | +10,000 | New |
| Bessemer Group Inc | 9,967 | $1.35M | 0.00% | +677+7.3% | Added |
| Raymond James Trust N.A. | 9,872 | $1.34M | 0.04% | +623+6.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,812 | $1.33M | 0.00% | +80+0.8% | Added |
| Haverford Trust Co | 9,775 | $1.33M | 0.01% | −9,168−48.4% | Reduced |
| Marex Group plc | 9,733 | $1.32M | 0.05% | +9,733 | New |
| Modera Wealth Management, LLC | 9,675 | $1.32M | 0.02% | +532+5.8% | Added |
| Avantax Advisory Services, Inc. | 9,557 | $1.30M | 0.01% | +407+4.4% | Added |
| Malaga Cove Capital, LLC | 9,553 | $1.30M | 0.55% | +1,413+17.4% | Added |
| Simmons Bank | 9,546 | $1.30M | 0.11% | +9,546 | New |
| Ironwood Investment Counsel, LLC | 9,498 | $1.29M | 0.24% | +9,498 | New |
| Blueshift Asset Management, LLC | 9,419 | $1.28M | 0.68% | −5,643−37.5% | Reduced |
| Prudential PLC | 9,385 | $1.28M | 0.01% | +1,135+13.8% | Added |
| X-Square Capital, LLC | 9,334 | $1.27M | 0.70% | +6,285+206.1% | Added |
| Optimas Capital Ltd | 9,300 | $1.26M | 1.19% | +9,300 | New |
| Criterion Capital Advisors, LLC | 9,190 | $1.25M | 0.91% | +9,190 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,094 | $1.24M | 0.12% | +234+2.6% | Added |
| Metis Global Partners, LLC | 9,083 | $1.23M | 0.05% | −617−6.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,058 | $1.23M | 0.03% | +264+3.0% | Added |
| Walter & Keenan Financial Consulting Co | 8,991 | $1.22M | 0.44% | +66+0.7% | Added |
| Prelude Capital Management, LLC | 8,942 | $1.22M | 0.11% | +8,942 | New |
| Metropolitan Life Insurance Co | 8,933 | $1.21M | 0.06% | −141−1.6% | Reduced |
| Marathon Trading Investment Management LLC | 8,903 | $1.21M | 0.23% | +8,903 | New |
| Texas Capital Bancshares Inc | 8,862 | $1.20M | 0.64% | +8,862 | New |
| 1832 Asset Management L.P. | 8,704 | $1.18M | 0.00% | −187,334−95.6% | Reduced |
| Hixon Zuercher, LLC | 8,659 | $1.18M | 0.55% | −20.0% | Reduced |
| Integrated Wealth Concepts LLC | 8,559 | $1.16M | 0.02% | −125−1.4% | Reduced |
| Insight Wealth Strategies, LLC | 8,559 | $1.16M | 0.19% | +2,982+53.5% | Added |
| Dynamic Technology Lab Private Ltd | 8,493 | $1.16M | 0.12% | −6,657−43.9% | Reduced |
| Catalyst Capital Advisors LLC | 8,483 | $1.15M | 0.03% | +2,172+34.4% | Added |
| Achmea Investment Management B.V. | 8,485 | $1.15M | 0.02% | +8,485 | New |
| Sand Hill Global Advisors, LLC | 8,433 | $1.15M | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 8,367 | $1.14M | 0.03% | 00.0% | Unchanged |
| Thor Investment Management Inc | 8,343 | $1.13M | 0.99% | +8,343 | New |
| Bellecapital International Ltd. | 8,322 | $1.13M | 0.26% | +3,410+69.4% | Added |
| E. Ohman J:or Asset Management AB | 8,300 | $1.13M | 0.04% | −1,800−17.8% | Reduced |
| TD Private Client Wealth LLC | 8,160 | $1.11M | 0.04% | +903+12.4% | Added |
| Equitable Trust Co | 8,157 | $1.11M | 0.08% | −2,677−24.7% | Reduced |
| Park Avenue Securities LLC | 8,080 | $1.10M | 0.02% | −188−2.3% | Reduced |
| Apollon Wealth Management, LLC | 8,018 | $1.09M | 0.04% | +4,384+120.6% | Added |
| Credit Agricole S A | 8,012 | $1.09M | 0.02% | +5,949+288.4% | Added |
| Leonteq Securities AG | 7,996 | $1.09M | 0.14% | −661−7.6% | Reduced |
| Empirical Finance, LLC | 7,955 | $1.08M | 0.08% | +24+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 7,881 | $1.07M | 0.30% | +516+7.0% | Added |
| Vestcor Inc | 7,827 | $1.06M | 0.04% | −16,071−67.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,819 | $1.06M | 0.07% | −682−8.0% | Reduced |
| Tritonpoint Wealth, LLC | 7,802 | $1.06M | 0.10% | +7,802 | New |
| Bank Ozk | 7,785 | $1.06M | 0.52% | +1,394+21.8% | Added |
| Norinchukin Bank, The | 7,750 | $1.05M | 0.02% | −819−9.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,761 | $1.05M | 0.47% | −53−0.7% | Reduced |
| Private Advisor Group, LLC | 7,662 | $1.04M | 0.01% | −302−3.8% | Reduced |
| Signaturefd, LLC | 7,640 | $1.04M | 0.02% | +2,234+41.3% | Added |
| Weaver Capital Management LLC | 7,629 | $1.04M | 0.42% | +7,629 | New |
| Farther Finance Advisors, LLC | 7,605 | $1.03M | 0.07% | +6,173+431.1% | Added |
| Beacon Pointe Advisors, LLC | 7,587 | $1.03M | 0.01% | +443+6.2% | Added |
| Advisory Services Network, LLC | 7,568 | $1.03M | 0.03% | −4,914−39.4% | Reduced |
| Hilltop Holdings Inc. | 7,561 | $1.03M | 0.12% | −2,125−21.9% | Reduced |
| Valicenti Advisory Services Inc | 7,556 | $1.03M | 0.31% | −164−2.1% | Reduced |
| Regions Financial Corp | 7,472 | $1.02M | 0.01% | −712−8.7% | Reduced |