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 |
|---|---|---|---|---|---|
| Bokf, NA | 1,944 | $264.3K | 0.01% | −377−16.2% | Reduced |
| Manchester Capital Management LLC | 1,937 | $263.3K | 0.04% | +152+8.5% | Added |
| Herold Advisors, Inc. | 1,932 | $262.7K | 0.07% | −2,696−58.3% | Reduced |
| Cornerstone Wealth Management, LLC | 1,929 | $262.3K | 0.02% | +1,929 | New |
| Independent Financial Group, LLC | 1,921 | $261.1K | 0.01% | −427−18.2% | Reduced |
| Beacon Financial Group | 1,909 | $259.5K | 0.03% | +1,909 | New |
| Diversified Trust Co | 1,907 | $259.3K | 0.01% | +1,907 | New |
| 1776 Wealth LLC | 1,906 | $259.1K | 0.13% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,895 | $257.6K | 0.03% | +1,895 | New |
| Global Trust Asset Management, LLC | 1,886 | $256.4K | 0.11% | −150−7.4% | Reduced |
| FDx Advisors, Inc. | 1,863 | $253.0K | 0.02% | −245−11.6% | Reduced |
| SYSTM Wealth Solutions LLC | 1,844 | $250.6K | 0.03% | +1,844 | New |
| Forum Financial Management, LP | 1,841 | $250.3K | 0.00% | +1,841 | New |
| Strategic Wealth Partners, Ltd. | 1,841 | $250.2K | 0.03% | −408−18.1% | Reduced |
| InterOcean Capital Group, LLC | 1,836 | $249.6K | 0.01% | +1,836 | New |
| Capital Asset Advisory Services LLC | 1,832 | $249.0K | 0.02% | −1,010−35.5% | Reduced |
| D.A. Davidson & Co. | 1,809 | $246.0K | 0.00% | −836−31.6% | Reduced |
| Transatlantique Private Wealth LLC | 1,803 | $245.1K | 0.11% | +1,803 | New |
| Renasant Bank | 1,801 | $244.8K | 0.20% | −678−27.3% | Reduced |
| Parallel Advisors, LLC | 1,792 | $243.6K | 0.01% | +218+13.9% | Added |
| Hancock Whitney Corp | 1,790 | $243.4K | 0.01% | −1,847−50.8% | Reduced |
| First Foundation Advisors | 1,765 | $240.0K | 0.01% | −536−23.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,764 | $239.8K | 0.00% | −1,708−49.2% | Reduced |
| Wambolt & Associates, LLC | 1,758 | $239.0K | 0.08% | +1,758 | New |
| KG&L Capital Management,LLC | 1,747 | $237.5K | 0.10% | +1,747 | New |
| FineMark National Bank & Trust | 1,712 | $232.7K | 0.01% | −687−28.6% | Reduced |
| Chicago Trust Co NA | 1,693 | $230.2K | 0.05% | −558−24.8% | Reduced |
| Little House Capital LLC | 1,681 | $228.5K | 0.08% | +1,681 | New |
| Valmark Advisers, Inc. | 1,677 | $227.9K | 0.00% | +1,677 | New |
| Transcend Wealth Collective, LLC | 1,672 | $227.3K | 0.02% | +1,672 | New |
| West Family Investments, Inc. | 1,668 | $226.8K | 0.08% | +1,668 | New |
| Wallace Advisory Group, LLC | 2,116 | $223.9K | 0.18% | +41+2.0% | Added |
| Lakeview Capital Partners, LLC | 1,646 | $223.8K | 0.04% | +1,646 | New |
| SPC Financial, Inc. | 1,638 | $222.7K | 0.02% | +1,638 | New |
| Epic Trust Investment Advisors, LLC | 1,637 | $222.6K | 0.30% | +1,637 | New |
| Endowment Wealth Management, Inc. | 1,614 | $219.4K | 0.18% | +1,614 | New |
| St Germain D J Co Inc | 1,602 | $217.8K | 0.01% | +30+1.9% | Added |
| Machina Capital S.A.S. | 1,598 | $217.2K | 0.14% | +1,598 | New |
| Sheets Smith Wealth Management | 1,589 | $216.0K | 0.03% | +1,589 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 1,586 | $215.6K | 0.04% | +1,586 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,581 | $214.9K | 0.03% | +1,581 | New |
| Bath Savings Trust Co | 1,572 | $213.7K | 0.02% | −4,615−74.6% | Reduced |
| Samalin Investment Counsel, LLC | 1,564 | $212.7K | 0.11% | +1,564 | New |
| Crescent Grove Advisors, LLC | 1,563 | $212.5K | 0.02% | +1,563 | New |
| Kingsview Wealth Management, LLC | 1,558 | $211.9K | 0.01% | +1,558 | New |
| Citizens Financial Group Inc | 1,557 | $211.7K | 0.01% | +1,557 | New |
| StoneX Group Inc. | 1,557 | $211.7K | 0.02% | −4,703−75.1% | Reduced |
| Centaurus Financial, Inc. | 1,553 | $211.0K | 0.02% | −110−6.6% | Reduced |
| Conning Inc. | 1,536 | $208.8K | 0.01% | +1,536 | New |
| Cipher Capital LP | 1,533 | $208.4K | 0.07% | +1,533 | New |
| Procyon Private Wealth Partners, LLC | 1,532 | $208.2K | 0.02% | +1,532 | New |
| Tradition Wealth Management, LLC | 1,527 | $208.0K | 0.02% | +174+12.9% | Added |
| Insigneo Advisory Services, LLC | 1,528 | $207.7K | 0.03% | +1,528 | New |
| Skopos Labs, Inc. | 1,516 | $206.1K | 0.10% | +1,516 | New |
| Wedbush Securities Inc | 1,517 | $206.0K | 0.01% | +1,517 | New |
| V-Square Quantitative Management LLC | 1,512 | $205.6K | 0.05% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,502 | $204.3K | 0.09% | +1,502 | New |
| Beacon Investment Advisory Services, Inc. | 1,491 | $202.7K | 0.01% | −985−39.8% | Reduced |
| Colonial Trust Co | 1,457 | $198.1K | 0.04% | +345+31.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,418 | $192.8K | 0.04% | −698−33.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,388 | $188.7K | 0.11% | −281−16.8% | Reduced |
| Sit Investment Associates Inc | 1,380 | $188.0K | 0.00% | +100+7.8% | Added |
| City State Bank | 1,354 | $184.0K | 0.09% | −107−7.3% | Reduced |
| Beacon Capital Management, LLC | 1,702 | $180.1K | 0.05% | −477−21.9% | Reduced |
| PFG Private Wealth Management, LLC | 1,314 | $178.6K | 0.12% | +1,140+655.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 1,300 | $176.7K | 0.13% | +1,300 | New |
| Private Trust Co NA | 1,280 | $174.0K | 0.02% | −228−15.1% | Reduced |
| Peoples Bank | 1,255 | $170.6K | 0.14% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,250 | $170.0K | 0.07% | −229−15.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,246 | $169.4K | 0.05% | +1,246 | New |
| Central Trust Co | 1,231 | $167.4K | 0.00% | −1,074−46.6% | Reduced |
| Harbour Investments, Inc. | 1,188 | $161.4K | 0.01% | −457−27.8% | Reduced |
| Headlands Technologies LLC | 1,184 | $161.0K | 0.05% | +1,184 | New |
| Transamerica Financial Advisors, Inc. | 1,172 | $160.0K | 0.02% | −173−12.9% | Reduced |
| Sentry Investment Management LLC | 1,154 | $157.0K | 0.07% | −124−9.7% | Reduced |
| Lindbrook Capital, LLC | 1,150 | $156.3K | 0.02% | +365+46.5% | Added |
| DAGCO, Inc. | 1,147 | $155.9K | 0.14% | +514+81.2% | Added |
| Dynamic Wealth Strategies, LLC | 1,147 | $155.9K | 0.14% | +1,147 | New |
| Harbor Investment Advisory, LLC | 1,132 | $153.8K | 0.02% | +34+3.1% | Added |
| Clearstead Advisors, LLC | 1,123 | $152.7K | 0.01% | −293−20.7% | Reduced |
| CoreFirst Bank & Trust | 1,095 | $148.9K | 0.10% | +750+217.4% | Added |
| Smartleaf Asset Management LLC | 1,062 | $143.9K | 0.04% | +1,062 | New |
| Penserra Capital Management LLC | 1,017 | $137.0K | 0.00% | −212−17.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 950 | $129.2K | 0.00% | −12−1.2% | Reduced |
| Capital Advisors, Ltd. LLC | 896 | $122.0K | 0.02% | −326−26.7% | Reduced |
| CVA Family Office, LLC | 855 | $116.2K | 0.02% | +855 | New |
| Atlas Capital Advisors LLC | 876 | $109.9K | 0.02% | +876 | New |
| First Command Advisory Services, Inc. | 806 | $109.6K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 801 | $108.9K | 0.06% | +10+1.3% | Added |
| NVWM, LLC | 800 | $108.8K | 0.03% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 800 | $108.8K | 0.01% | +800 | New |
| Trivant Custom Portfolio Group, LLC | 800 | $108.8K | 0.07% | +800 | New |
| ORG Partners LLC | 754 | $102.6K | 0.02% | +88+13.2% | Added |
| Parkside Financial Bank & Trust | 744 | $101.1K | 0.02% | +272+57.6% | Added |
| Hollencrest Capital Management | 720 | $97.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 709 | $97.7K | 0.00% | +66+10.3% | Added |
| Key Financial Inc | 685 | $93.1K | 0.03% | −246−26.4% | Reduced |
| Bruce G. Allen Investments, LLC | 658 | $89.5K | 0.08% | +658 | New |
| Annapolis Financial Services, LLC | 635 | $86.3K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 617 | $84.0K | 0.06% | −578−48.4% | Reduced |