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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 2,967 | $403.4K | 0.03% | +2,967 | New |
| Founders Financial Alliance, LLC | 2,966 | $403.2K | 0.16% | −33−1.1% | Reduced |
| RSM US Wealth Management LLC | 2,961 | $402.5K | 0.01% | +2,961 | New |
| Dakota Wealth Management | 2,961 | $402.5K | 0.02% | +25+0.9% | Added |
| Cutler Group LP | 2,962 | $402.0K | 0.06% | −33,574−91.9% | Reduced |
| Franklin Street Advisors Inc | 2,941 | $400.0K | 0.03% | −85−2.8% | Reduced |
| Arete Wealth Advisors, LLC | 2,940 | $399.7K | 0.03% | +51+1.8% | Added |
| Inspire Advisors, LLC | 2,939 | $399.6K | 0.06% | +117+4.1% | Added |
| KKM Financial LLC | 2,932 | $398.6K | 0.25% | +2,932 | New |
| Allworth Financial LP | 2,924 | $397.5K | 0.00% | −258−8.1% | Reduced |
| GSB Wealth Management, LLC | 2,921 | $397.1K | 0.12% | −98−3.2% | Reduced |
| Bridgefront Capital, LLC | 2,912 | $395.9K | 0.30% | −3,319−53.3% | Reduced |
| Sunbelt Securities, Inc. | 2,879 | $391.4K | 0.05% | +54+1.9% | Added |
| Smith, Moore & Co. | 2,870 | $390.2K | 0.05% | +587+25.7% | Added |
| Altfest L J & Co Inc | 2,826 | $384.0K | 0.06% | +2,826 | New |
| Octavia Wealth Advisors, LLC | 2,822 | $383.7K | 0.07% | −87−3.0% | Reduced |
| Belpointe Asset Management LLC | 2,788 | $379.0K | 0.03% | −162−5.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,786 | $378.7K | 0.10% | −700−20.1% | Reduced |
| Umb Bank N A | 2,772 | $376.9K | 0.01% | −243−8.1% | Reduced |
| Concurrent Investment Advisors, LLC | 2,771 | $376.7K | 0.02% | +2,771 | New |
| Summit Trail Advisors, LLC | 2,744 | $373.0K | 0.01% | −793−22.4% | Reduced |
| Fiduciary Family Office, LLC | 2,742 | $372.8K | 0.16% | +2,742 | New |
| Focus Financial Network Inc | 2,711 | $368.5K | 0.01% | +2,711 | New |
| Summa Corp. | 2,700 | $367.1K | 0.26% | +2,700 | New |
| Thrive Wealth Management, LLC | 2,693 | $366.2K | 0.08% | +667+32.9% | Added |
| Two Sigma Securities, LLC | 2,689 | $365.6K | 0.02% | −15,922−85.6% | Reduced |
| Central Bank & Trust Co | 2,655 | $360.9K | 0.06% | −293−9.9% | Reduced |
| Institute for Wealth Management, LLC. | 2,634 | $358.1K | 0.06% | −271−9.3% | Reduced |
| Atlantic Trust, LLC | 2,618 | $355.9K | 0.10% | +2,618 | New |
| Paradigm Asset Management Co LLC | 2,600 | $353.5K | 0.09% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,598 | $353.2K | 0.02% | −818−23.9% | Reduced |
| Caldwell Trust Co | 2,589 | $352.0K | 0.04% | +1,926+290.5% | Added |
| Monarch Capital Management Inc | 2,575 | $350.1K | 0.11% | −405−13.6% | Reduced |
| Soltis Investment Advisors LLC | 2,564 | $348.6K | 0.04% | −244−8.7% | Reduced |
| First National Bank Sioux Falls | 2,561 | $348.2K | 0.18% | +2,561 | New |
| Cypress Asset Management Inc | 2,495 | $339.2K | 0.10% | −310−11.1% | Reduced |
| Morningstar Investment Management LLC | 2,494 | $339.0K | 0.04% | −121−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,476 | $336.6K | 0.06% | +129+5.5% | Added |
| Syon Capital LLC | 2,475 | $336.5K | 0.03% | +2,475 | New |
| Siemens Fonds Invest GmbH | 2,452 | $333.3K | 0.03% | +2,452 | New |
| Change Path, LLC | 2,451 | $333.0K | 0.02% | +2,451 | New |
| Ameritas Investment Partners, Inc. | 2,439 | $331.6K | 0.01% | −160−6.2% | Reduced |
| Fulton Bank, N.A. | 2,439 | $331.6K | 0.01% | +128+5.5% | Added |
| Lake Street Financial LLC | 2,425 | $329.7K | 0.05% | +368+17.9% | Added |
| Templeton & Phillips Capital Management, LLC | 2,400 | $326.3K | 0.33% | +2,400 | New |
| Evergreen Capital Management LLC | 2,384 | $324.1K | 0.01% | +2,384 | New |
| Hartline Investment Corp | 2,350 | $319.5K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,348 | $319.2K | 0.07% | +2,348 | New |
| Cigna Investments Inc | 2,346 | $319.0K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,338 | $317.9K | 0.02% | +2,338 | New |
| Cidel Asset Management Inc | 2,334 | $317.3K | 0.01% | +218+10.3% | Added |
| GAMMA Investing LLC | 2,380 | $314.3K | 0.09% | +2,380 | New |
| Opinicus Capital, Inc. | 2,309 | $313.9K | 0.32% | +2,309 | New |
| Glen Eagle Advisors, LLC | 2,305 | $313.4K | 0.07% | −1,243−35.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 2,357 | $312.9K | 0.00% | +2,357 | New |
| Dynamic Advisor Solutions LLC | 2,304 | $312.7K | 0.01% | −783−25.4% | Reduced |
| Voya Financial Advisors, Inc. | 2,297 | $311.4K | 0.04% | +2,297 | New |
| Schechter Investment Advisors, LLC | 2,273 | $309.1K | 0.03% | +2,273 | New |
| Marks Group Wealth Management, Inc | 2,273 | $309.0K | 0.04% | −27,050−92.2% | Reduced |
| First United Bank Trust | 2,261 | $307.4K | 0.12% | −1,950−46.3% | Reduced |
| Court Place Advisors, LLC | 2,239 | $304.4K | 0.10% | −655−22.6% | Reduced |
| Merit Financial Group, LLC | 2,233 | $303.6K | 0.01% | −1,083−32.7% | Reduced |
| Guardian Wealth Advisors, LLC | 2,232 | $303.4K | 0.05% | −1,374−38.1% | Reduced |
| David Loasby | 2,233 | $303.2K | 0.03% | −1,627−42.2% | Reduced |
| Ossiam | 2,226 | $302.6K | 0.00% | −76−3.3% | Reduced |
| Financial Counselors Inc | 2,221 | $301.9K | 0.01% | +2,221 | New |
| Running Oak Capital LLC | 2,219 | $301.7K | 0.06% | −29,355−93.0% | Reduced |
| AXA S.A. | 2,215 | $301.1K | 0.00% | −7,346−76.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,210 | $300.4K | 0.01% | +2,210 | New |
| Chilton Capital Management LLC | 2,181 | $296.5K | 0.02% | −508−18.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,179 | $296.2K | 0.10% | +266+13.9% | Added |
| Lincoln National Corp | 2,159 | $293.6K | 0.01% | −464−17.7% | Reduced |
| Atlas Brown,Inc. | 2,152 | $292.6K | 0.12% | −1,700−44.1% | Reduced |
| Mission Wealth Management, LP | 2,146 | $291.8K | 0.01% | −132−5.8% | Reduced |
| Weatherly Asset Management L. P. | 2,145 | $291.6K | 0.03% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 2,132 | $289.8K | 0.38% | +2,132 | New |
| Mirabella Financial Services LLP | 2,121 | $288.5K | 0.04% | +2,121 | New |
| UniSuper Management Pty Ltd | 2,122 | $288.5K | 0.00% | +522+32.6% | Added |
| Romano Brothers and Company | 2,113 | $288.2K | 0.04% | −525−19.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,115 | $288.0K | 0.01% | 00.0% | Unchanged |
| Act Two Investors LLC | 2,114 | $287.4K | 0.06% | +2,114 | New |
| CAPROCK Group, Inc. | 2,102 | $285.8K | 0.02% | +36+1.7% | Added |
| Wesbanco Bank Inc | 2,077 | $282.4K | 0.02% | −140−6.3% | Reduced |
| Western Wealth Management, LLC | 2,068 | $281.1K | 0.02% | +2,068 | New |
| Perigon Wealth Management, LLC | 2,066 | $280.9K | 0.01% | +39+1.9% | Added |
| Accredited Investors Inc. | 2,064 | $280.6K | 0.02% | +22+1.1% | Added |
| Ellevest, Inc. | 2,054 | $279.2K | 0.02% | +2,054 | New |
| Baron Wealth Management LLC | 2,045 | $278.0K | 0.15% | +2,045 | New |
| Waratah Capital Advisors Ltd. | 2,037 | $276.9K | 0.02% | +2,037 | New |
| NBC Securities, Inc. | 2,028 | $275.0K | 0.03% | −536−20.9% | Reduced |
| Invesco, LLC | 2,005 | $272.6K | 0.13% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,000 | $271.9K | 0.03% | −11−0.5% | Reduced |
| Ibex Investors LLC | 2,000 | $271.9K | 0.33% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 2,000 | $271.9K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,976 | $268.6K | 0.13% | +78+4.1% | Added |
| Clarius Group, LLC | 1,975 | $268.5K | 0.02% | −150−7.1% | Reduced |
| Moors & Cabot, Inc. | 1,974 | $268.4K | 0.02% | −165−7.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,977 | $268.0K | 0.09% | +198+11.1% | Added |
| Triumph Capital Management | 1,964 | $267.0K | 0.11% | −2,667−57.6% | Reduced |
| First Horizon Advisors, Inc. | 1,954 | $265.7K | 0.01% | −1,105−36.1% | Reduced |