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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 4,503 | $702.0K | 0.12% | +386+9.4% | Added |
| Roman Butler Fullerton & Co | 4,838 | $691.1K | 0.26% | −366−7.0% | Reduced |
| PAX Financial Group, LLC | 4,339 | $677.1K | 0.14% | −412−8.7% | Reduced |
| Acropolis Investment Management, LLC | 4,319 | $674.0K | 0.04% | +733+20.4% | Added |
| Knollwood Investment Advisory, LLC | 4,315 | $673.4K | 0.12% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,257 | $664.3K | 0.12% | +22+0.5% | Added |
| KPP Advisory Services LLC | 4,255 | $664.1K | 0.18% | +1,056+33.0% | Added |
| Intrepid Capital Management Inc | 4,233 | $660.6K | 0.43% | −1,277−23.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,232 | $660.4K | 0.01% | −489−10.4% | Reduced |
| Vontobel Holding Ltd. | 4,220 | $658.6K | 0.01% | −571−11.9% | Reduced |
| Roberts Glore & Co Inc | 4,219 | $658.4K | 0.20% | −65−1.5% | Reduced |
| Dynamic Advisor Solutions LLC | 4,198 | $655.1K | 0.02% | +1,894+82.2% | Added |
| Level Four Advisory Services, LLC | 4,772 | $648.8K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,509 | $645.6K | 0.02% | +734+19.4% | Added |
| Vident Advisory, LLC | 4,092 | $638.6K | 0.01% | −34−0.8% | Reduced |
| Summit Trail Advisors, LLC | 4,056 | $632.9K | 0.02% | +1,312+47.8% | Added |
| Meeder Asset Management Inc | 4,053 | $632.5K | 0.04% | +4,053 | New |
| First National Trust Co | 4,045 | $631.3K | 0.03% | −3,033−42.9% | Reduced |
| Benedict Financial Advisors Inc | 4,036 | $629.9K | 0.16% | −24−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,886 | $629.8K | 0.45% | −4,995−63.4% | Reduced |
| Independent Advisor Alliance | 3,972 | $619.8K | 0.02% | −566−12.5% | Reduced |
| Fairbanks Capital Management, Inc. | 3,963 | $618.5K | 0.43% | −3,162−44.4% | Reduced |
| Community Bank, N.A. | 3,935 | $614.1K | 0.08% | −90−2.2% | Reduced |
| Personal Cfo Solutions, LLC | 3,907 | $609.8K | 0.10% | +1,431+57.8% | Added |
| Sumitomo Life Insurance Co | 3,858 | $602.1K | 0.02% | −216−5.3% | Reduced |
| Thoroughbred Financial Services, LLC | 3,829 | $597.0K | 0.06% | −1,064−21.7% | Reduced |
| Frisch Financial Group, Inc. | 3,797 | $593.0K | 0.20% | +10+0.3% | Added |
| Capital Investment Counsel, Inc | 3,791 | $591.6K | 0.10% | −8−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 3,772 | $588.7K | 0.01% | −246−6.1% | Reduced |
| Catalytic Wealth RIA, LLC | 3,770 | $588.3K | 0.12% | −474−11.2% | Reduced |
| Wealth Alliance | 3,769 | $588.2K | 0.08% | +785+26.3% | Added |
| ICW Investment Advisors LLC | 3,759 | $586.6K | 0.26% | +191+5.4% | Added |
| HighPoint Advisor Group LLC | 4,222 | $582.0K | 0.04% | −182−4.1% | Reduced |
| Hilltop National Bank | 3,717 | $580.1K | 0.20% | +3,717 | New |
| Prospera Financial Services Inc | 3,706 | $578.7K | 0.02% | −80−2.1% | Reduced |
| Ruggaard & Associates LLC | 3,707 | $578.5K | 0.28% | −321−8.0% | Reduced |
| Thrive Wealth Management, LLC | 3,668 | $572.4K | 0.12% | +975+36.2% | Added |
| Patten & Patten Inc | 3,639 | $567.9K | 0.04% | −58−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,626 | $566.0K | 0.07% | −148−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,606 | $562.8K | 0.01% | −533−12.9% | Reduced |
| Caldwell Trust Co | 3,582 | $559.0K | 0.07% | +993+38.4% | Added |
| Investment Management Corp of Ontario | 3,558 | $555.3K | 0.02% | −1,600−31.0% | Reduced |
| Merit Financial Group, LLC | 4,033 | $554.5K | 0.01% | +1,800+80.6% | Added |
| Waypoint Capital Advisors, LLC | 3,535 | $551.7K | 0.14% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,512 | $548.1K | 0.04% | +18+0.5% | Added |
| PFG Investments, LLC | 3,492 | $544.9K | 0.03% | −323−8.5% | Reduced |
| Empowered Funds, LLC | 3,424 | $534.3K | 0.01% | −67,056−95.1% | Reduced |
| Old National Bancorp | 3,381 | $527.6K | 0.01% | −1,823−35.0% | Reduced |
| Moody National Bank Trust Division | 3,358 | $524.0K | 0.04% | −9−0.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,350 | $523.4K | 0.01% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,304 | $515.6K | 0.11% | +101+3.2% | Added |
| Beacon Pointe Advisors, LLC | 3,302 | $515.3K | 0.01% | −4,285−56.5% | Reduced |
| Dakota Wealth Management | 3,284 | $512.5K | 0.01% | +323+10.9% | Added |
| Mondrian Investment Partners LTD | 3,284 | $512.5K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,267 | $509.8K | 0.01% | −297−8.3% | Reduced |
| LRT Capital Management, LLC | 3,266 | $509.7K | 0.46% | +3,266 | New |
| Transatlantique Private Wealth LLC | 3,233 | $504.5K | 0.22% | +1,430+79.3% | Added |
| EverSource Wealth Advisors, LLC | 3,612 | $502.8K | 0.04% | −156−4.1% | Reduced |
| Helios Capital Management Pte. Ltd | 3,200 | $499.4K | 0.35% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,126 | $487.8K | 0.02% | −413−11.7% | Reduced |
| Paloma Partners Management Co | 3,116 | $486.3K | 0.07% | +2,580+481.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,098 | $483.5K | 0.02% | +500+19.2% | Added |
| True Vision MN LLC | 3,384 | $480.8K | 0.34% | +3,384 | New |
| Inspire Advisors, LLC | 3,076 | $480.0K | 0.07% | +137+4.7% | Added |
| Texas Yale Capital Corp. | 3,073 | $479.6K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,068 | $478.8K | 0.04% | −125−3.9% | Reduced |
| PenderFund Capital Management Ltd. | 2,260 | $477.7K | 0.13% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,018 | $471.0K | 0.14% | +52+1.8% | Added |
| Horizon Investments, LLC | 3,020 | $469.6K | 0.01% | +9+0.3% | Added |
| Mutual Advisors, LLC | 3,000 | $468.1K | 0.02% | −1,538−33.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $468.0K | 0.24% | −1,000−25.0% | Reduced |
| MJP Associates Inc | 2,986 | $466.0K | 0.10% | +2,986 | New |
| GAMMA Investing LLC | 2,970 | $463.5K | 0.09% | +590+24.8% | Added |
| Canandaigua National Bank & Trust Co | 2,955 | $461.2K | 0.07% | −721−19.6% | Reduced |
| Waratah Capital Advisors Ltd. | 2,948 | $460.1K | 0.02% | +911+44.7% | Added |
| Aldebaran Financial Inc. | 2,944 | $459.4K | 0.69% | −165−5.3% | Reduced |
| Capital Investment Advisory Services, LLC | 2,935 | $458.0K | 0.05% | −146−4.7% | Reduced |
| KKM Financial LLC | 2,917 | $455.2K | 0.22% | −15−0.5% | Reduced |
| Savant Capital, LLC | 2,913 | $454.7K | 0.01% | −627−17.7% | Reduced |
| Change Path, LLC | 2,895 | $452.0K | 0.02% | +444+18.1% | Added |
| SYSTM Wealth Solutions LLC | 2,875 | $448.6K | 0.06% | +1,031+55.9% | Added |
| CWM Advisors, LLC | 2,842 | $443.5K | 0.05% | −416−12.8% | Reduced |
| Octavia Wealth Advisors, LLC | 2,796 | $436.3K | 0.06% | −26−0.9% | Reduced |
| Mattern Capital Management, LLC | 2,788 | $435.1K | 0.06% | +2,788 | New |
| Spire Wealth Management | 2,760 | $430.7K | 0.01% | −1,007−26.7% | Reduced |
| Franklin Street Advisors Inc | 2,736 | $427.0K | 0.03% | −205−7.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,732 | $426.3K | 0.10% | −54−1.9% | Reduced |
| Umb Bank N A | 2,707 | $422.5K | 0.01% | −65−2.3% | Reduced |
| Summa Corp. | 2,700 | $421.4K | 0.23% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,687 | $419.0K | 0.03% | −1,481−35.5% | Reduced |
| Benchmark Investment Advisors LLC | 2,674 | $417.3K | 0.33% | −1,463−35.4% | Reduced |
| Financial Enhancement Group LLC | 2,820 | $416.7K | 0.07% | −3,134−52.6% | Reduced |
| National Wealth Management Group, LLC | 2,664 | $415.7K | 0.32% | +2,664 | New |
| Two Sigma Securities, LLC | 2,660 | $415.1K | 0.02% | −29−1.1% | Reduced |
| Advisors Asset Management, Inc. | 2,639 | $411.8K | 0.01% | −1,810−40.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,613 | $407.8K | 0.06% | −2,205−45.8% | Reduced |
| Institute for Wealth Management, LLC. | 2,609 | $407.2K | 0.05% | −25−0.9% | Reduced |
| Resources Management Corp | 2,611 | $407.0K | 0.06% | −3,119−54.4% | Reduced |
| Compagnie Lombard Odier SCmA | 2,600 | $405.8K | 0.01% | −2,075−44.4% | Reduced |
| Boston Private Wealth LLC | 2,589 | $404.1K | 0.01% | −808−23.8% | Reduced |