Skip to main content

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, Q2 2024

Institutional positions in Dollar General Corp as of Jun 30, 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
1,045
−49 vs. Q1 2024
Shares held
205.2M
+1.74M (+0.9%) vs. Q1 2024
Total value
$27.1B
−$4.59B (−14.5%) vs. Q1 2024
New holders
98
329 more added
Sold out
147
464 more reduced

11 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 1,045 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 heldQ2 2024: $27.1B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q1 2024.

Institutions holding DG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Annapolis Financial Services, LLC635$84.0K0.03%00.0%Unchanged
First Command Advisory Services, Inc.642$84.9K0.00%00.0%Unchanged
State of Wyoming667$88.2K0.01%+667New
Rise Advisors, LLC673$89.0K0.05%−27−3.9%Reduced
Cromwell Holdings LLC674$89.1K0.05%+674New
Key Financial Inc685$90.6K0.02%00.0%Unchanged
Coastal Investment Advisors, Inc.687$90.8K0.02%00.0%Unchanged
Atlas Capital Advisors LLC876$92.3K0.01%00.0%Unchanged
ORG Partners LLC756$98.8K0.01%+747+8,300.0%Added
Geneos Wealth Management Inc.751$99.2K0.00%+263+53.9%Added
Raffa Wealth Management, LLC760$100.5K0.03%00.0%Unchanged
Grandeur Peak Global Advisors, LLC775$102.5K0.01%−6,834−89.8%Reduced
GPS Wealth Strategies Group, LLC793$104.9K0.02%−99−11.1%Reduced
Parkside Financial Bank & Trust805$106.4K0.02%+3+0.4%Added
Pinnacle Bancorp, Inc.815$107.8K0.03%00.0%Unchanged
Centaurus Financial, Inc.813$108.0K0.01%−375−31.6%Reduced
CVA Family Office, LLC855$113.1K0.02%−63−6.9%Reduced
Smartleaf Asset Management LLC904$117.8K0.02%+19+2.1%Added
Mather Group, LLC.759$118.5K0.00%+378+99.2%Added
Zions Bancorporation, N.A.919$121.5K0.01%−117−11.3%Reduced
Ronald Blue Trust, Inc.790$123.3K0.00%+219+38.4%Added
Sentry Investment Management LLC958$127.0K0.06%−196−17.0%Reduced
Advisors Asset Management, Inc.973$128.7K0.00%−1,666−63.1%Reduced
Capital Advisors, Ltd. LLC978$129.0K0.02%−16−1.6%Reduced
Newbridge Financial Services Group, Inc.992$131.2K0.05%−1,556−61.1%Reduced
Harbor Investment Advisory, LLC996$131.6K0.01%−195−16.4%Reduced
Glen Eagle Advisors, LLC1,033$136.6K0.03%−448−30.2%Reduced
Lindbrook Capital, LLC1,061$140.3K0.01%−119−10.1%Reduced
Central Trust Co1,100$145.4K0.00%−84−7.1%Reduced
Proequities, Inc.1,105$146.1K0.01%+229+26.1%Added
First Foundation Advisors1,148$151.8K0.01%−578−33.5%Reduced
Harbour Investments, Inc.1,158$153.1K0.01%−180−13.5%Reduced
Private Trust Co NA1,184$156.6K0.02%−37−3.0%Reduced
AM Squared Ltd1,200$158.7K0.40%+1,200New
Peoples Bank1,205$159.3K0.12%00.0%Unchanged
Massmutual Trust Co FSB1,249$165.2K0.01%+560+81.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,273$166.7K0.01%−833−39.6%Reduced
St Germain D J Co Inc1,262$166.9K0.01%00.0%Unchanged
Global Trust Asset Management, LLC1,296$171.4K0.07%−165−11.3%Reduced
Sit Investment Associates Inc1,320$175.0K0.00%−60−4.3%Reduced
City State Bank1,330$175.9K0.07%−37−2.7%Reduced
LRI Investments, LLC1,431$189.2K0.02%+1,385+3,010.9%Added
Colonial Trust Co1,443$190.8K0.03%−9−0.6%Reduced
Castleview Partners, LLC1,482$196.0K0.11%+651+78.3%Added
Clearstead Advisors, LLC1,498$198.1K0.00%+399+36.3%Added
RFG Advisory, LLC1,513$200.1K0.01%−3,177−67.7%Reduced
Pinnacle Wealth Planning Services, Inc.1,524$201.5K0.03%−61−3.8%Reduced
Umb Bank N A1,530$202.3K0.00%−1,177−43.5%Reduced
Crescent Grove Advisors, LLC1,535$203.0K0.02%−28−1.8%Reduced
Prosperity Financial Group, Inc.1,542$203.9K0.13%+163+11.8%Added
Retirement Planning Co of New England, Inc.1,557$205.9K0.11%+1,557New
Conning Inc.1,557$205.9K0.01%+21+1.4%Added
David Loasby1,640$209.1K0.02%−133−7.5%Reduced
Phillips Wealth Planners LLC1,641$209.2K0.22%−40−2.4%Reduced
Guardian Wealth Advisors, LLC1,588$209.9K0.02%−196−11.0%Reduced
Sheets Smith Wealth Management1,589$210.1K0.03%00.0%Unchanged
Stiles Financial Services Inc1,596$211.0K0.08%−61−3.7%Reduced
Wambolt & Associates, LLC1,620$211.5K0.06%−23−1.4%Reduced
Dorsey & Whitney Trust CO LLC1,624$214.7K0.01%+1,624New
Lido Advisors, LLC1,649$218.2K0.00%−355−17.7%Reduced
Valmark Advisers, Inc.1,662$219.7K0.00%+63+3.9%Added
Wedbush Securities Inc1,661$220.0K0.01%+113+7.3%Added
Marcum Wealth, LLC1,674$221.4K0.02%−403−19.4%Reduced
WR Wealth Planners, LLC1,679$222.0K0.07%+174+11.6%Added
Mutual Advisors, LLC1,901$223.1K0.01%−1,099−36.6%Reduced
Fidelis Capital Partners, LLC1,884$223.3K0.03%−532−22.0%Reduced
Deseret Mutual Benefit Administrators1,695$224.1K0.10%+77+4.8%Added
Bellecapital International Ltd.1,696$224.3K0.05%−5,425−76.2%Reduced
Cullen/Frost Bankers, Inc.1,709$226.0K0.00%+62+3.8%Added
Allen Mooney & Barnes Investment Advisors LLC1,712$226.4K0.04%−45−2.6%Reduced
Beacon Capital Management, LLC1,731$228.8K0.04%00.0%Unchanged
SPC Financial, Inc.1,738$229.8K0.02%00.0%Unchanged
GSB Wealth Management, LLC1,739$229.9K0.06%−44−2.5%Reduced
Forum Financial Management, LP1,742$230.3K0.00%−8−0.5%Reduced
Dai-Ichi Life Insurance Company, Ltd1,752$231.7K0.01%−363−17.2%Reduced
Banque Cantonale Vaudoise1,765$233.0K0.01%+1,395+377.0%Added
Central Bank & Trust Co1,765$233.4K0.03%−626−26.2%Reduced
Allworth Financial LP1,915$234.4K0.00%−3,526−64.8%Reduced
Plato Investment Management Ltd1,811$239.5K0.02%00.0%Unchanged
NBC Securities, Inc.1,817$240.0K0.02%−95−5.0%Reduced
Parallel Advisors, LLC1,817$240.2K0.01%−85−4.5%Reduced
Signature Estate & Investment Advisors LLC1,841$243.4K0.01%+1,841New
Kingsview Wealth Management, LLC1,843$243.7K0.01%+524+39.7%Added
Ellevest, Inc.1,853$245.0K0.01%−168−8.3%Reduced
Chilton Capital Management LLC1,858$245.7K0.01%−60−3.1%Reduced
Spire Wealth Management1,863$246.4K0.01%−897−32.5%Reduced
Everhart Financial Group, Inc.1,879$248.5K0.06%+438+30.4%Added
Resources Management Corp1,900$251.0K0.04%−711−27.2%Reduced
Clarius Group, LLC1,922$254.1K0.02%−268−12.2%Reduced
Smith, Moore & Co.1,944$257.0K0.03%−227−10.5%Reduced
Lakeview Capital Partners, LLC1,649$257.3K0.04%00.0%Unchanged
Beacon Financial Group1,957$258.8K0.03%+12+0.6%Added
1776 Wealth LLC1,963$259.6K0.12%+16+0.8%Added
Berkeley Capital Partners, LLC1,967$260.1K0.08%−4−0.2%Reduced
Fifth Third Wealth Advisors LLC1,969$260.4K0.02%+1,969New
Moors & Cabot, Inc.1,969$260.4K0.01%−26−1.3%Reduced
Invesco, LLC1,970$260.5K0.11%−16−0.8%Reduced
Perigon Wealth Management, LLC1,982$262.0K0.01%−31−1.5%Reduced
Manchester Capital Management LLC1,983$262.2K0.03%+38+2.0%Added
CAPROCK Group, Inc.1,989$263.1K0.01%−454−18.6%Reduced