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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, Q1 2024

Institutional positions in Dollar General Corp as of Mar 31, 2024. 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
1,105
+2 vs. Q4 2023
Shares held
203.8M
+882.4K (+0.4%) vs. Q4 2023
Total value
$31.8B
+$4.18B (+15.2%) vs. Q4 2023
New holders
122
428 more added
Sold out
120
408 more reduced

11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,105 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 heldQ1 2024: $31.8B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q4 2023.

Institutions holding DG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cullen/Frost Bankers, Inc.1,647$257.1K0.00%−2,564−60.9%Reduced
Endowment Wealth Management, Inc.1,648$257.2K0.19%+34+2.1%Added
Lakeview Capital Partners, LLC1,649$257.3K0.04%+3+0.2%Added
First United Bank Trust1,651$257.7K0.10%−610−27.0%Reduced
Berger Financial Group, Inc1,656$258.4K0.02%+1,656New
Wambolt & Associates, LLC1,643$258.5K0.08%−115−6.5%Reduced
Stiles Financial Services Inc1,657$258.9K0.10%+155+10.3%Added
First Horizon Advisors, Inc.1,669$260.5K0.01%−285−14.6%Reduced
FineMark National Bank & Trust1,678$261.9K0.01%−34−2.0%Reduced
Green Square Capital Advisors LLC1,700$265.3K0.04%+1,700New
Transcend Wealth Collective, LLC1,705$266.1K0.02%+33+2.0%Added
First Foundation Advisors1,726$269.4K0.01%−39−2.2%Reduced
Advisor Resource Council1,984$269.7K0.11%+1,984New
Beacon Capital Management, LLC1,731$270.1K0.06%+29+1.7%Added
Allen Mooney & Barnes Investment Advisors LLC1,757$271.2K0.05%+171+10.8%Added
SPC Financial, Inc.1,738$271.2K0.03%+100+6.1%Added
David Loasby1,773$272.0K0.03%−460−20.6%Reduced
Forum Financial Management, LP1,750$273.1K0.00%−91−4.9%Reduced
Nomura Holdings Inc1,753$273.6K0.00%−78,203−97.8%Reduced
GSB Wealth Management, LLC1,783$278.2K0.08%−1,138−39.0%Reduced
Guardian Wealth Advisors, LLC1,784$278.3K0.03%−448−20.1%Reduced
Accordant Advisory Group Inc1,788$279.0K0.21%+1,788New
Renasant Bank1,804$281.5K0.20%+3+0.2%Added
Harvest Fund Management Co., Ltd1,802$282.0K0.03%+1,802New
Plato Investment Management Ltd1,811$282.6K0.03%+1,811New
Meeder Advisory Services, Inc.1,821$284.2K0.03%+1,821New
Summit Financial, LLC1,831$285.7K0.02%+1,831New
Epic Trust Investment Advisors, LLC1,851$288.9K0.36%+214+13.1%Added
Wealth Quarterback LLC1,855$289.5K0.16%−4,585−71.2%Reduced
Householder Group Estate & Retirement Specialist, LLC1,869$291.8K0.09%−108−5.5%Reduced
Parallel Advisors, LLC1,902$296.8K0.01%+110+6.1%Added
NBC Securities, Inc.1,912$298.0K0.03%−116−5.7%Reduced
Chilton Capital Management LLC1,918$299.3K0.01%−263−12.1%Reduced
Skopos Labs, Inc.1,916$301.5K0.13%+400+26.4%Added
Manchester Capital Management LLC1,945$303.5K0.04%+8+0.4%Added
Beacon Financial Group1,945$303.5K0.03%+36+1.9%Added
1776 Wealth LLC1,947$303.8K0.15%+41+2.2%Added
Jaffetilchin Investment Partners, LLC1,954$304.9K0.03%+1,954New
Mission Wealth Management, LP1,970$307.4K0.01%−176−8.2%Reduced
Berkeley Capital Partners, LLC1,971$307.6K0.09%+1,971New
Invesco, LLC1,986$309.9K0.13%−19−0.9%Reduced
Chicago Trust Co NA1,990$310.6K0.06%+297+17.5%Added
Moors & Cabot, Inc.1,995$311.3K0.02%+21+1.1%Added
Paradigm Asset Management Co LLC2,000$312.1K0.08%−600−23.1%Reduced
Quinn Opportunity Partners LLC2,000$312.1K0.04%00.0%Unchanged
Lido Advisors, LLC2,004$312.8K0.00%−2,069−50.8%Reduced
Perigon Wealth Management, LLC2,013$314.1K0.01%−53−2.6%Reduced
Excalibur Management Corp2,015$314.5K0.13%+39+2.0%Added
Pullen Investment Management, LLC2,018$314.9K0.27%+2,018New
Atlas Brown,Inc.2,021$315.4K0.11%−131−6.1%Reduced
Ellevest, Inc.2,021$315.4K0.02%−33−1.6%Reduced
Cedar Brook Financial Partners, LLC2,032$317.1K0.06%+2,032New
Sunbelt Securities, Inc.2,034$317.4K0.04%−845−29.4%Reduced
Marcum Wealth, LLC2,077$324.1K0.03%+2,077New
Court Place Advisors, LLC2,079$324.4K0.10%−160−7.1%Reduced
Evernest Financial Advisors, LLC2,255$326.5K0.15%−2,254−50.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,106$328.7K0.02%+1,888+866.1%Added
Romano Brothers and Company2,113$329.8K0.05%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd2,115$330.1K0.01%00.0%Unchanged
Corton Capital Inc.2,140$334.0K0.12%−2,735−56.1%Reduced
Weatherly Asset Management L. P.2,145$334.7K0.03%00.0%Unchanged
MBB Public Markets I LLC2,146$334.9K0.02%+2,146New
Smith, Moore & Co.2,171$338.8K0.04%−699−24.4%Reduced
Graypoint LLC2,175$339.5K0.02%+2,175New
Wesbanco Bank Inc2,179$340.1K0.01%+102+4.9%Added
Clarius Group, LLC2,190$341.8K0.02%+215+10.9%Added
Cidel Asset Management Inc2,218$346.1K0.03%−116−5.0%Reduced
AXA S.A.2,219$346.3K0.00%+4+0.2%Added
FSM Wealth Advisors, LLC2,228$347.7K0.12%+2,228New
Baron Wealth Management LLC2,247$350.7K0.19%+202+9.9%Added
Cynosure Management, LLC2,251$351.3K0.06%+2,251New
Significant Wealth Partners LLC2,253$351.7K0.23%−3,203−58.7%Reduced
Cornerstone Wealth Management, LLC2,258$352.3K0.03%+329+17.1%Added
Voya Financial Advisors, Inc.2,304$355.3K0.04%+7+0.3%Added
Tandem Investment Advisors, Inc.2,284$356.0K0.01%−2,296−50.1%Reduced
Legacy Wealth Asset Management, LLC2,283$356.3K0.10%+104+4.8%Added
AE Wealth Management LLC2,294$358.0K0.00%−8,554−78.9%Reduced
Cigna Investments Inc2,306$360.0K0.07%−40−1.7%Reduced
Siemens Fonds Invest GmbH2,335$364.4K0.03%−117−4.8%Reduced
Obermeyer Wood Investment Counsel, LLLP2,338$364.9K0.02%00.0%Unchanged
Financial Counselors Inc2,341$365.3K0.01%+120+5.4%Added
Schechter Investment Advisors, LLC2,350$366.7K0.03%+77+3.4%Added
V-Square Quantitative Management LLC2,372$370.2K0.06%+860+56.9%Added
Central Bank & Trust Co2,391$373.1K0.05%−264−9.9%Reduced
Resources Investment Advisors, LLC.2,393$373.5K0.01%+629+35.7%Added
Fulton Bank, N.A.2,404$375.2K0.02%−35−1.4%Reduced
Altfest L J & Co Inc2,408$376.0K0.05%−418−14.8%Reduced
Bristlecone Advisors, LLC2,411$376.3K0.03%+516+27.2%Added
Evergreen Capital Management LLC2,414$376.8K0.01%+30+1.3%Added
Fidelis Capital Partners, LLC2,416$377.0K0.06%+68+2.9%Added
Lake Street Financial LLC2,430$379.2K0.05%+5+0.2%Added
Ameritas Investment Partners, Inc.2,439$380.6K0.01%00.0%Unchanged
CAPROCK Group, Inc.2,443$381.3K0.02%+341+16.2%Added
Act Two Investors LLC2,483$387.5K0.08%+369+17.5%Added
Lincoln National Corp2,489$388.5K0.01%+330+15.3%Added
Morningstar Investment Management LLC2,494$389.0K0.04%00.0%Unchanged
Oversea-Chinese Banking CORP Ltd2,506$391.1K0.01%+296+13.4%Added
AMG National Trust Bank2,511$391.9K0.01%+2,511New
Bank Pictet & Cie (Asia) Ltd2,522$393.6K0.22%−8,923−78.0%Reduced
D.A. Davidson & Co.2,531$395.1K0.00%+722+39.9%Added