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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 4,928 | $649.3K | 0.17% | +2,430+97.3% | Added |
| Level Four Advisory Services, LLC | 4,772 | $648.8K | 0.04% | −709−12.9% | Reduced |
| PAX Financial Group, LLC | 4,751 | $644.5K | 0.13% | −601−11.2% | Reduced |
| Southeast Asset Advisors Inc. | 4,740 | $644.4K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,721 | $641.9K | 0.01% | −500−9.6% | Reduced |
| Oakworth Capital, Inc. | 4,709 | $640.2K | 0.05% | −108−2.2% | Reduced |
| GeoWealth Management, LLC | 4,676 | $636.0K | 0.05% | +4,676 | New |
| Compagnie Lombard Odier SCmA | 4,675 | $635.6K | 0.01% | −2,740−37.0% | Reduced |
| Empire Financial Management Company, LLC | 4,668 | $634.6K | 0.25% | +273+6.2% | Added |
| Kennon-Green & Company, LLC | 4,626 | $628.9K | 0.64% | +249+5.7% | Added |
| Tandem Investment Advisors, Inc. | 4,580 | $623.0K | 0.02% | −118,598−96.3% | Reduced |
| Wetherby Asset Management Inc | 4,556 | $619.4K | 0.03% | +456+11.1% | Added |
| Independent Advisor Alliance | 4,538 | $617.0K | 0.02% | −658−12.7% | Reduced |
| Mutual Advisors, LLC | 4,538 | $616.9K | 0.02% | +657+16.9% | Added |
| Evernest Financial Advisors, LLC | 4,509 | $613.0K | 0.31% | +4,509 | New |
| Eight 31 Financial LLC | 4,496 | $611.2K | 0.37% | +4,496 | New |
| CMC Financial Group | 4,535 | $610.6K | 0.82% | +4,535 | New |
| AlphaStar Capital Management, LLC | 4,480 | $609.1K | 0.06% | +4,480 | New |
| Advisors Asset Management, Inc. | 4,449 | $604.8K | 0.01% | −1,378−23.6% | Reduced |
| Vista Investment Management | 4,394 | $597.4K | 0.28% | −605−12.1% | Reduced |
| Knollwood Investment Advisory, LLC | 4,315 | $586.6K | 0.12% | +4,315 | New |
| Roberts Glore & Co Inc | 4,284 | $582.4K | 0.18% | +2,104+96.5% | Added |
| Catalytic Wealth RIA, LLC | 4,244 | $577.0K | 0.26% | +4,244 | New |
| MidWestOne Financial Group, Inc. | 4,235 | $575.7K | 0.11% | −101−2.3% | Reduced |
| Blair William & Co | 4,227 | $574.7K | 0.00% | −4,551−51.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,211 | $572.5K | 0.01% | −1,641−28.0% | Reduced |
| Demars Financial Group, LLC | 4,200 | $571.0K | 0.31% | −458−9.8% | Reduced |
| Symmetry Partners, LLC | 4,168 | $565.0K | 0.03% | −3,619−46.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,139 | $562.7K | 0.01% | +653+18.7% | Added |
| Benchmark Investment Advisors LLC | 4,137 | $562.4K | 0.52% | −3,897−48.5% | Reduced |
| Vident Advisory, LLC | 4,126 | $560.9K | 0.01% | −327−7.3% | Reduced |
| Hunter Associates Investment Management LLC | 4,117 | $554.0K | 0.10% | +8+0.2% | Added |
| Sumitomo Life Insurance Co | 4,074 | $553.9K | 0.02% | −33−0.8% | Reduced |
| Lido Advisors, LLC | 4,073 | $553.7K | 0.01% | −13,341−76.6% | Reduced |
| Meridian Wealth Management, LLC | 4,067 | $552.9K | 0.04% | −3,445−45.9% | Reduced |
| Benedict Financial Advisors Inc | 4,060 | $552.0K | 0.15% | +1,192+41.6% | Added |
| Cyndeo Wealth Partners, LLC | 4,048 | $550.3K | 0.05% | −4,202−50.9% | Reduced |
| Ruggaard & Associates LLC | 4,028 | $547.6K | 0.29% | −339−7.8% | Reduced |
| Community Bank, N.A. | 4,025 | $547.2K | 0.07% | +45+1.1% | Added |
| Aptus Capital Advisors, LLC | 4,018 | $546.2K | 0.02% | −2,900−41.9% | Reduced |
| Benjamin Edwards Inc | 4,006 | $545.0K | 0.12% | +1,809+82.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $544.0K | 0.30% | −1,200−23.1% | Reduced |
| LM Advisors LLC | 4,000 | $543.8K | 0.11% | +4,000 | New |
| Weiss Asset Management LP | 3,994 | $543.0K | 0.04% | +3,994 | New |
| SRS Capital Advisors, Inc. | 3,981 | $541.3K | 0.06% | +610+18.1% | Added |
| Family Legacy, Inc. | 3,856 | $524.3K | 0.20% | +219+6.0% | Added |
| PFG Investments, LLC | 3,815 | $518.6K | 0.10% | −277−6.8% | Reduced |
| Capital Investment Counsel, Inc | 3,799 | $516.5K | 0.09% | +1,250+49.0% | Added |
| Newbridge Financial Services Group, Inc. | 3,799 | $516.4K | 0.25% | +1,956+106.1% | Added |
| Frisch Financial Group, Inc. | 3,787 | $515.0K | 0.19% | +1,247+49.1% | Added |
| Prospera Financial Services Inc | 3,786 | $514.7K | 0.02% | +41+1.1% | Added |
| Valeo Financial Advisors, LLC | 3,775 | $513.2K | 0.02% | +3,775 | New |
| Kingswood Wealth Advisors, LLC | 3,774 | $513.1K | 0.06% | −1,077−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,768 | $512.2K | 0.05% | +147+4.1% | Added |
| Arkadios Wealth Advisors | 3,739 | $508.3K | 0.04% | +807+27.5% | Added |
| Patten & Patten Inc | 3,697 | $502.6K | 0.04% | +474+14.7% | Added |
| Warren Averett Asset Management, LLC | 3,687 | $501.2K | 0.02% | +591+19.1% | Added |
| Canandaigua National Bank & Trust Co | 3,676 | $499.8K | 0.08% | −6,304−63.2% | Reduced |
| Spire Wealth Management | 3,767 | $498.1K | 0.02% | −76−2.0% | Reduced |
| Retirement Guys Formula LLC | 3,591 | $488.2K | 0.26% | +386+12.0% | Added |
| Acropolis Investment Management, LLC | 3,586 | $486.3K | 0.03% | −824−18.7% | Reduced |
| ICW Investment Advisors LLC | 3,568 | $485.1K | 0.24% | +103+3.0% | Added |
| Oppenheimer & Co Inc | 3,564 | $484.5K | 0.01% | +184+5.4% | Added |
| CWA Asset Management Group, LLC | 3,563 | $484.4K | 0.03% | −2,006−36.0% | Reduced |
| Savant Capital, LLC | 3,540 | $481.3K | 0.01% | +3,540 | New |
| Navalign, LLC | 3,540 | $481.3K | 0.17% | −661−15.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,539 | $481.1K | 0.02% | −517−12.7% | Reduced |
| Waypoint Capital Advisors, LLC | 3,535 | $480.6K | 0.14% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,518 | $478.0K | 0.04% | −23,875−87.2% | Reduced |
| Roundview Capital LLC | 3,494 | $475.0K | 0.04% | +3,494 | New |
| Boston Private Wealth LLC | 3,397 | $461.8K | 0.01% | +1,247+58.0% | Added |
| Axxcess Wealth Management, LLC | 3,396 | $461.6K | 0.01% | +494+17.0% | Added |
| Ameritas Advisory Services, LLC | 3,381 | $459.7K | 0.03% | +433+14.7% | Added |
| Moody National Bank Trust Division | 3,367 | $457.7K | 0.04% | −4,987−59.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,350 | $455.3K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,338 | $453.8K | 0.00% | −449,761−99.3% | Reduced |
| WSFS Capital Management, LLC | 3,326 | $452.2K | 0.03% | −5,554−62.5% | Reduced |
| Bleakley Financial Group, LLC | 3,284 | $446.5K | 0.01% | −269−7.6% | Reduced |
| Mondrian Investment Partners LTD | 3,284 | $446.5K | 0.01% | +3,284 | New |
| Sawtooth Solutions, LLC | 3,258 | $443.0K | 0.01% | −295−8.3% | Reduced |
| CWM Advisors, LLC | 3,258 | $442.9K | 0.05% | −193−5.6% | Reduced |
| Lebenthal Global Advisors, LLC | 3,203 | $435.4K | 0.10% | +3,203 | New |
| Helios Capital Management Pte. Ltd | 3,200 | $435.0K | 0.34% | +3,200 | New |
| KPP Advisory Services LLC | 3,199 | $434.9K | 0.38% | +3,199 | New |
| Quadrant Capital Group LLC | 3,193 | $434.1K | 0.04% | +1,716+116.2% | Added |
| Atom Investors LP | 3,165 | $430.3K | 0.08% | +158+5.3% | Added |
| Gratus Wealth Advisors, LLC | 3,163 | $430.0K | 0.08% | +3,163 | New |
| Concentric Capital Strategies, LP | 3,154 | $428.8K | 0.06% | +3,154 | New |
| NEOS Investment Management LLC | 3,113 | $423.2K | 0.04% | +869+38.7% | Added |
| Aldebaran Financial Inc. | 3,109 | $422.7K | 0.65% | −150−4.6% | Reduced |
| Capital Investment Advisory Services, LLC | 3,081 | $418.9K | 0.04% | +3,081 | New |
| Compass Ion Advisors, LLC | 3,080 | $418.7K | 0.06% | −22−0.7% | Reduced |
| Texas Yale Capital Corp. | 3,073 | $417.8K | 0.02% | +855+38.5% | Added |
| Venture Visionary Partners LLC | 3,035 | $412.6K | 0.02% | +3,035 | New |
| Natixis | 3,032 | $412.2K | 0.00% | −99,110−97.0% | Reduced |
| Profund Advisors LLC | 3,016 | $410.0K | 0.02% | +435+16.9% | Added |
| Horizon Investments, LLC | 3,011 | $407.6K | 0.01% | +1,576+109.8% | Added |
| PenderFund Capital Management Ltd. | 2,260 | $407.1K | 0.13% | −800−26.1% | Reduced |
| Wealth Alliance | 2,984 | $405.6K | 0.06% | −114−3.7% | Reduced |
| Desjardins Global Asset Management Inc. | 2,971 | $403.9K | 0.04% | +336+12.8% | Added |