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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 2,548 | $397.7K | 0.17% | −1,251−32.9% | Reduced |
| Profund Advisors LLC | 2,555 | $398.7K | 0.02% | −461−15.3% | Reduced |
| Syon Capital LLC | 2,560 | $399.6K | 0.04% | +85+3.4% | Added |
| First National Bank Sioux Falls | 2,563 | $400.0K | 0.22% | +2+0.1% | Added |
| Monarch Capital Management Inc | 2,575 | $401.9K | 0.11% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,589 | $404.1K | 0.01% | −808−23.8% | Reduced |
| Compagnie Lombard Odier SCmA | 2,600 | $405.8K | 0.01% | −2,075−44.4% | Reduced |
| Resources Management Corp | 2,611 | $407.0K | 0.06% | −3,119−54.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,609 | $407.2K | 0.05% | −25−0.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,613 | $407.8K | 0.06% | −2,205−45.8% | Reduced |
| Advisors Asset Management, Inc. | 2,639 | $411.8K | 0.01% | −1,810−40.7% | Reduced |
| Two Sigma Securities, LLC | 2,660 | $415.1K | 0.02% | −29−1.1% | Reduced |
| National Wealth Management Group, LLC | 2,664 | $415.7K | 0.32% | +2,664 | New |
| Financial Enhancement Group LLC | 2,820 | $416.7K | 0.07% | −3,134−52.6% | Reduced |
| Benchmark Investment Advisors LLC | 2,674 | $417.3K | 0.33% | −1,463−35.4% | Reduced |
| Symmetry Partners, LLC | 2,687 | $419.0K | 0.03% | −1,481−35.5% | Reduced |
| Summa Corp. | 2,700 | $421.4K | 0.23% | 00.0% | Unchanged |
| Umb Bank N A | 2,707 | $422.5K | 0.01% | −65−2.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,732 | $426.3K | 0.10% | −54−1.9% | Reduced |
| Franklin Street Advisors Inc | 2,736 | $427.0K | 0.03% | −205−7.0% | Reduced |
| Spire Wealth Management | 2,760 | $430.7K | 0.01% | −1,007−26.7% | Reduced |
| Mattern Capital Management, LLC | 2,788 | $435.1K | 0.06% | +2,788 | New |
| Octavia Wealth Advisors, LLC | 2,796 | $436.3K | 0.06% | −26−0.9% | Reduced |
| CWM Advisors, LLC | 2,842 | $443.5K | 0.05% | −416−12.8% | Reduced |
| SYSTM Wealth Solutions LLC | 2,875 | $448.6K | 0.06% | +1,031+55.9% | Added |
| Change Path, LLC | 2,895 | $452.0K | 0.02% | +444+18.1% | Added |
| Savant Capital, LLC | 2,913 | $454.7K | 0.01% | −627−17.7% | Reduced |
| KKM Financial LLC | 2,917 | $455.2K | 0.22% | −15−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 2,935 | $458.0K | 0.05% | −146−4.7% | Reduced |
| Aldebaran Financial Inc. | 2,944 | $459.4K | 0.69% | −165−5.3% | Reduced |
| Waratah Capital Advisors Ltd. | 2,948 | $460.1K | 0.02% | +911+44.7% | Added |
| Canandaigua National Bank & Trust Co | 2,955 | $461.2K | 0.07% | −721−19.6% | Reduced |
| GAMMA Investing LLC | 2,970 | $463.5K | 0.09% | +590+24.8% | Added |
| MJP Associates Inc | 2,986 | $466.0K | 0.10% | +2,986 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $468.0K | 0.24% | −1,000−25.0% | Reduced |
| Mutual Advisors, LLC | 3,000 | $468.1K | 0.02% | −1,538−33.9% | Reduced |
| Horizon Investments, LLC | 3,020 | $469.6K | 0.01% | +9+0.3% | Added |
| Founders Financial Alliance, LLC | 3,018 | $471.0K | 0.14% | +52+1.8% | Added |
| PenderFund Capital Management Ltd. | 2,260 | $477.7K | 0.13% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,068 | $478.8K | 0.04% | −125−3.9% | Reduced |
| Texas Yale Capital Corp. | 3,073 | $479.6K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,076 | $480.0K | 0.07% | +137+4.7% | Added |
| True Vision MN LLC | 3,384 | $480.8K | 0.34% | +3,384 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,098 | $483.5K | 0.02% | +500+19.2% | Added |
| Paloma Partners Management Co | 3,116 | $486.3K | 0.07% | +2,580+481.3% | Added |
| Stock Yards Bank & Trust Co | 3,126 | $487.8K | 0.02% | −413−11.7% | Reduced |
| Helios Capital Management Pte. Ltd | 3,200 | $499.4K | 0.35% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,612 | $502.8K | 0.04% | −156−4.1% | Reduced |
| Transatlantique Private Wealth LLC | 3,233 | $504.5K | 0.22% | +1,430+79.3% | Added |
| LRT Capital Management, LLC | 3,266 | $509.7K | 0.46% | +3,266 | New |
| Oppenheimer & Co Inc | 3,267 | $509.8K | 0.01% | −297−8.3% | Reduced |
| Mondrian Investment Partners LTD | 3,284 | $512.5K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,284 | $512.5K | 0.01% | +323+10.9% | Added |
| Beacon Pointe Advisors, LLC | 3,302 | $515.3K | 0.01% | −4,285−56.5% | Reduced |
| Lebenthal Global Advisors, LLC | 3,304 | $515.6K | 0.11% | +101+3.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 3,350 | $523.4K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,358 | $524.0K | 0.04% | −9−0.3% | Reduced |
| Old National Bancorp | 3,381 | $527.6K | 0.01% | −1,823−35.0% | Reduced |
| Empowered Funds, LLC | 3,424 | $534.3K | 0.01% | −67,056−95.1% | Reduced |
| PFG Investments, LLC | 3,492 | $544.9K | 0.03% | −323−8.5% | Reduced |
| Roundview Capital LLC | 3,512 | $548.1K | 0.04% | +18+0.5% | Added |
| Waypoint Capital Advisors, LLC | 3,535 | $551.7K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,033 | $554.5K | 0.01% | +1,800+80.6% | Added |
| Investment Management Corp of Ontario | 3,558 | $555.3K | 0.02% | −1,600−31.0% | Reduced |
| Caldwell Trust Co | 3,582 | $559.0K | 0.07% | +993+38.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,606 | $562.8K | 0.01% | −533−12.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,626 | $566.0K | 0.07% | −148−3.9% | Reduced |
| Patten & Patten Inc | 3,639 | $567.9K | 0.04% | −58−1.6% | Reduced |
| Thrive Wealth Management, LLC | 3,668 | $572.4K | 0.12% | +975+36.2% | Added |
| Ruggaard & Associates LLC | 3,707 | $578.5K | 0.28% | −321−8.0% | Reduced |
| Prospera Financial Services Inc | 3,706 | $578.7K | 0.02% | −80−2.1% | Reduced |
| Hilltop National Bank | 3,717 | $580.1K | 0.20% | +3,717 | New |
| HighPoint Advisor Group LLC | 4,222 | $582.0K | 0.04% | −182−4.1% | Reduced |
| ICW Investment Advisors LLC | 3,759 | $586.6K | 0.26% | +191+5.4% | Added |
| Wealth Alliance | 3,769 | $588.2K | 0.08% | +785+26.3% | Added |
| Catalytic Wealth RIA, LLC | 3,770 | $588.3K | 0.12% | −474−11.2% | Reduced |
| Aptus Capital Advisors, LLC | 3,772 | $588.7K | 0.01% | −246−6.1% | Reduced |
| Capital Investment Counsel, Inc | 3,791 | $591.6K | 0.10% | −8−0.2% | Reduced |
| Frisch Financial Group, Inc. | 3,797 | $593.0K | 0.20% | +10+0.3% | Added |
| Thoroughbred Financial Services, LLC | 3,829 | $597.0K | 0.06% | −1,064−21.7% | Reduced |
| Sumitomo Life Insurance Co | 3,858 | $602.1K | 0.02% | −216−5.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,907 | $609.8K | 0.10% | +1,431+57.8% | Added |
| Community Bank, N.A. | 3,935 | $614.1K | 0.08% | −90−2.2% | Reduced |
| Fairbanks Capital Management, Inc. | 3,963 | $618.5K | 0.43% | −3,162−44.4% | Reduced |
| Independent Advisor Alliance | 3,972 | $619.8K | 0.02% | −566−12.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,886 | $629.8K | 0.45% | −4,995−63.4% | Reduced |
| Benedict Financial Advisors Inc | 4,036 | $629.9K | 0.16% | −24−0.6% | Reduced |
| First National Trust Co | 4,045 | $631.3K | 0.03% | −3,033−42.9% | Reduced |
| Meeder Asset Management Inc | 4,053 | $632.5K | 0.04% | +4,053 | New |
| Summit Trail Advisors, LLC | 4,056 | $632.9K | 0.02% | +1,312+47.8% | Added |
| Vident Advisory, LLC | 4,092 | $638.6K | 0.01% | −34−0.8% | Reduced |
| Valeo Financial Advisors, LLC | 4,509 | $645.6K | 0.02% | +734+19.4% | Added |
| Level Four Advisory Services, LLC | 4,772 | $648.8K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,198 | $655.1K | 0.02% | +1,894+82.2% | Added |
| Roberts Glore & Co Inc | 4,219 | $658.4K | 0.20% | −65−1.5% | Reduced |
| Vontobel Holding Ltd. | 4,220 | $658.6K | 0.01% | −571−11.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,232 | $660.4K | 0.01% | −489−10.4% | Reduced |
| Intrepid Capital Management Inc | 4,233 | $660.6K | 0.43% | −1,277−23.2% | Reduced |
| KPP Advisory Services LLC | 4,255 | $664.1K | 0.18% | +1,056+33.0% | Added |
| MidWestOne Financial Group, Inc. | 4,257 | $664.3K | 0.12% | +22+0.5% | Added |