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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.

Institutional holdersQ4 2023: 1,114 institutions
Q1 2021: 1,177 institutionsQ2 2021: 1,148 institutionsQ3 2021: 1,144 institutionsQ4 2021: 1,236 institutionsQ1 2022: 1,205 institutionsQ2 2022: 1,235 institutionsQ3 2022: 1,267 institutionsQ4 2022: 1,277 institutionsQ1 2023: 1,241 institutionsQ2 2023: 1,164 institutionsQ3 2023: 1,037 institutionsQ4 2023: 1,114 institutionsQ1 2024: 1,105 institutionsQ2 2024: 1,045 institutionsQ3 2024: 920 institutionsQ4 2024: 906 institutionsQ1 2025: 916 institutionsQ2 2025: 1,021 institutionsQ3 2025: 1,061 institutionsQ4 2025: 1,171 institutionsQ1 2026: 1,154 institutionsQ2 2026: 1,134 institutions
Value heldQ4 2023: $27.6B
Q1 2021: $43.9BQ2 2021: $46.7BQ3 2021: $45.9BQ4 2021: $51.9BQ1 2022: $47.5BQ2 2022: $51.5BQ3 2022: $49.5BQ4 2022: $50.4BQ1 2023: $42.6BQ2 2023: $34.3BQ3 2023: $20.8BQ4 2023: $27.6BQ1 2024: $31.8BQ2 2024: $27.1BQ3 2024: $17.3BQ4 2024: $15.7BQ1 2025: $18.3BQ2 2025: $23.5BQ3 2025: $21.7BQ4 2025: $28.7BQ1 2026: $25.8BQ2 2026: $24.8B
Institutions holding DG and their total value by quarter
QuarterHoldersValue
Q2 20261,134$24.8B
Q1 20261,154$25.8B
Q4 20251,171$28.7B
Q3 20251,061$21.7B
Q2 20251,021$23.5B
Q1 2025916$18.3B
Q4 2024906$15.7B
Q3 2024920$17.3B
Q2 20241,045$27.1B
Q1 20241,105$31.8B
Q4 20231,114$27.6B
Q3 20231,037$20.8B
Q2 20231,164$34.3B
Q1 20231,241$42.6B
Q4 20221,277$50.4B
Q3 20221,267$49.5B
Q2 20221,235$51.5B
Q1 20221,205$47.5B
Q4 20211,236$51.9B
Q3 20211,144$45.9B
Q2 20211,148$46.7B
Q1 20211,177$43.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q3 2023.

Institutions holding DG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sequoia Financial Advisors, LLC7,428$1.01M0.01%−1,770−19.2%Reduced
Northwest & Ethical Investments L.P.7,403$1.01M0.03%−362−4.7%Reduced
Principal Securities, Inc.7,355$999.9K0.04%+7,355New
Institutional & Family Asset Management, LLC7,322$995.4K0.16%−12,204−62.5%Reduced
First National Advisers, LLC7,277$989.4K0.28%+4,735+186.3%Added
National Asset Management, Inc.7,263$987.4K0.03%−1,317−15.3%Reduced
Clark Capital Management Group, Inc.7,258$986.7K0.01%+7,258New
Patten Group, Inc.7,228$982.6K0.27%−1,329−15.5%Reduced
Stephens Inc7,205$979.6K0.02%−4,058−36.0%Reduced
LMCG Investments, LLC7,203$979.2K0.06%−1,132−13.6%Reduced
Tokio Marine Asset Management Co Ltd7,200$978.8K0.05%00.0%Unchanged
Westpac Banking Corp7,200$978.8K0.08%+7,200New
J.W. Cole Advisors, Inc.7,140$970.7K0.06%+7,140New
Fairbanks Capital Management, Inc.7,125$968.6K0.69%+411+6.1%Added
First National Trust Co7,078$962.3K0.04%−23,223−76.6%Reduced
Groupama Asset Managment7,060$960.1K0.03%+7,060New
Souders Financial Advisors7,035$956.5K0.16%−721−9.3%Reduced
Badgley Phelps Wealth Managers, LLC7,006$952.5K0.03%+7,006New
King Wealth7,001$952.0K0.18%−856−10.9%Reduced
Ally Financial Inc.7,000$951.6K0.12%00.0%Unchanged
Stablepoint Partners, LLC6,986$949.7K0.24%+6,986New
Northwestern Mutual Investment Management Company, LLC6,947$944.4K0.02%+23+0.3%Added
Trust Investment Advisors6,689$909.4K0.71%−12−0.2%Reduced
Lake Street Advisors Group, LLC6,688$909.3K0.05%+6,688New
Dearborn Partners LLC6,609$898.5K0.03%+807+13.9%Added
LVM Capital Management Ltd6,591$896.0K0.11%−1,826−21.7%Reduced
Synovus Financial Corp6,569$893.7K0.01%−20,590−75.8%Reduced
Ledyard National Bank6,536$888.6K0.09%−1,342−17.0%Reduced
GFG Capital, LLC6,479$880.8K0.24%−579−8.2%Reduced
HB Wealth Management, LLC6,468$879.3K0.01%+1,984+44.2%Added
Bank of Stockton6,643$878.3K0.29%+400+6.4%Added
Wealth Quarterback LLC6,440$875.5K0.53%+1,429+28.5%Added
Joel Isaacson & Co., LLC6,434$874.7K0.05%−13−0.2%Reduced
Park National Corp6,429$874.0K0.04%−2,072−24.4%Reduced
Citizens National Bank Trust Department6,330$860.6K0.22%−175−2.7%Reduced
DFPG Investments, LLC6,539$858.4K0.07%−233−3.4%Reduced
APG Asset Management N.V.6,941$854.2K0.00%−123,509−94.7%Reduced
Veriti Management LLC6,269$852.3K0.08%+2,479+65.4%Added
NorthRock Partners, LLC6,246$849.1K0.04%+6,246New
Guardian Capital LP6,225$846.3K0.03%+1,100+21.5%Added
Argent Trust Co6,203$843.3K0.04%+298+5.0%Added
Arkfeld Wealth Strategies, L.L.C.6,142$839.6K0.55%+456+8.0%Added
Steinberg Asset Management LLC6,152$836.4K0.74%−479−7.2%Reduced
Coronation Fund Managers Ltd.6,135$834.1K0.02%+6,135New
Davenport & Co LLC6,099$829.2K0.01%−7,246−54.3%Reduced
Financial Enhancement Group LLC5,954$816.7K0.14%+618+11.6%Added
Alpine Woods Capital Investors, LLC6,000$815.7K0.12%−33,113−84.7%Reduced
Coldstream Capital Management Inc5,965$810.9K0.02%−7,192−54.7%Reduced
Nicholas Hoffman & Company, LLC.5,954$809.4K0.05%−1,948−24.7%Reduced
Circle Wealth Management, LLC5,935$806.9K0.02%+1,952+49.0%Added
Cito Capital Group, LLC5,875$799.0K0.34%−3,275−35.8%Reduced
Quotient Wealth Partners, LLC5,870$798.1K0.03%+5,870New
Stratos Wealth Partners, LTD.5,843$794.4K0.01%−739−11.2%Reduced
SeaBridge Investment Advisors LLC5,833$793.0K0.23%+5,833New
FJ Investments, LLC5,800$788.5K0.04%+5,800New
Anchor Capital Advisors LLC5,741$780.5K0.02%−720−11.1%Reduced
Resources Management Corp5,730$779.0K0.12%−1,569−21.5%Reduced
Sentry LLC5,705$775.6K0.17%00.0%Unchanged
DF Dent & Co Inc5,703$775.3K0.01%−265,401−97.9%Reduced
Alps Advisors Inc5,698$774.6K0.01%+27+0.5%Added
Ballentine Partners, LLC5,684$772.7K0.02%+3,280+136.4%Added
Sigma Planning Corp5,657$769.1K0.06%−9,153−61.8%Reduced
Brown Advisory Inc5,535$752.5K0.00%−6,048−52.2%Reduced
Intrepid Capital Management Inc5,510$749.1K0.51%−5,377−49.4%Reduced
Midwest Financial Group LLC5,502$748.0K0.56%+586+11.9%Added
Significant Wealth Partners LLC5,456$741.7K0.54%+5,456New
MAI Capital Management5,446$740.3K0.01%−2,301−29.7%Reduced
First Hawaiian Bank5,413$735.9K0.02%−142−2.6%Reduced
Everence Capital Management Inc5,410$735.0K0.05%−1,023−15.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S5,379$731.0K0.02%+2,386+79.7%Added
Jacobi Capital Management LLC5,372$730.4K0.07%+1,384+34.7%Added
Balentine LLC5,327$724.2K0.02%+5,327New
ARGA Investment Management, LP5,311$722.0K0.03%+5,311New
Epoch Investment Partners, Inc.5,257$714.7K0.00%−201−3.7%Reduced
Tudor Investment Corp Et Al5,250$713.7K0.01%−111,303−95.5%Reduced
Old National Bancorp5,204$707.5K0.02%+415+8.7%Added
Veracity Capital LLC5,186$705.0K0.28%+617+13.5%Added
Investment Management Corp of Ontario5,158$701.2K0.02%+5,158New
Caldwell Sutter Capital, Inc.5,155$700.8K0.36%00.0%Unchanged
Nations Financial Group Inc,5,135$698.1K0.06%+5,135New
Roman Butler Fullerton & Co5,204$694.5K0.27%+25+0.5%Added
Great Lakes Retirement, Inc.5,080$690.6K0.11%+266+5.5%Added
Intrust Bank NA5,079$690.5K0.08%+717+16.4%Added
Segment Wealth Management, LLC5,041$685.3K0.06%−948−15.8%Reduced
Public Sector Pension Investment Board5,021$682.6K0.01%−18,518−78.7%Reduced
Impax Asset Management Group plc5,013$681.5K0.00%−747−13.0%Reduced
Zhang Financial LLC5,005$680.4K0.06%+5+0.1%Added
Generali Investments Towarzystwo Funduszy Inwestycyjnych5,000$679.8K0.56%00.0%Unchanged
Bright Rock Capital Management, LLC5,000$679.8K0.15%00.0%Unchanged
Cetera Trust Company, N.A4,990$678.4K0.42%+4,990New
Stevens Capital Management LP4,925$670.0K0.17%−8,698−63.8%Reduced
Boomfish Wealth Group, LLC4,906$667.0K0.48%+4,906New
Thoroughbred Financial Services, LLC4,893$665.0K0.05%−13,066−72.8%Reduced
HighPoint Advisor Group LLC4,404$664.0K0.05%+4,404New
Riverwater Partners LLC4,876$662.9K0.52%+415+9.3%Added
Corton Capital Inc.4,875$662.8K0.21%+73+1.5%Added
Banque Cantonale Vaudoise4,822$656.0K0.03%−2,151−30.8%Reduced
Lombard Odier Asset Management (USA) Corp4,818$655.0K0.10%+98+2.1%Added
Cravens & Co Advisors, LLC4,802$652.8K0.56%−72−1.5%Reduced
Vontobel Holding Ltd.4,791$651.3K0.01%−3,424−41.7%Reduced