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
Helios Capital Management Pte. Ltd3,200$423.1K0.28%00.0%Unchanged
Merit Financial Group, LLC3,213$424.9K0.01%−820−20.3%Reduced
HighPoint Advisor Group LLC3,576$429.0K0.03%−646−15.3%Reduced
Steward Partners Investment Advisory, LLC3,262$431.3K0.00%−344−9.5%Reduced
Kennon-Green & Company, LLC3,291$435.2K0.40%−1,603−32.8%Reduced
Jefferies Financial Group Inc.3,295$435.7K0.01%+3,295New
Bremer Bank National Association3,336$441.1K0.09%−26,907−89.0%Reduced
Stratos Wealth Partners, LTD.3,336$441.2K0.01%−1,530−31.4%Reduced
Veritas Investment Partners (UK) Ltd.3,350$443.0K0.01%00.0%Unchanged
Moody National Bank Trust Division3,369$445.5K0.03%+11+0.3%Added
True Vision MN LLC3,383$447.3K0.29%−10.0%Reduced
Caldwell Trust Co3,388$448.0K0.05%−194−5.4%Reduced
Sumitomo Life Insurance Co3,420$452.2K0.01%−438−11.4%Reduced
Meiji Yasuda Asset Management Co Ltd.3,460$457.5K0.02%+362+11.7%Added
Rothschild Investment LLC3,486$461.0K0.03%−3,523−50.3%Reduced
Roundview Capital LLC3,512$464.4K0.04%00.0%Unchanged
GAMMA Investing LLC3,512$464.4K0.06%+542+18.2%Added
AE Wealth Management LLC3,520$465.5K0.00%+1,226+53.4%Added
Thrive Wealth Management, LLC3,548$469.1K0.09%−120−3.3%Reduced
Waypoint Capital Advisors, LLC3,594$475.2K0.12%+59+1.7%Added
Ruggaard & Associates LLC3,628$479.7K0.22%−79−2.1%Reduced
Machina Capital S.A.S.3,635$480.7K0.22%+3,635New
Nations Financial Group Inc,3,652$482.9K0.04%−6,721−64.8%Reduced
ICW Investment Advisors LLC3,658$483.7K0.22%−101−2.7%Reduced
Frisch Financial Group, Inc.3,686$487.0K0.15%−111−2.9%Reduced
Principal Securities, Inc.3,700$489.3K0.01%−3,342−47.5%Reduced
Capital Investment Counsel, Inc3,791$501.3K0.08%00.0%Unchanged
Mattern Capital Management, LLC3,811$503.9K0.07%+1,023+36.7%Added
Mondrian Investment Partners LTD4,203$506.0K0.01%+919+28.0%Added
Heritage Oak Wealth Advisors LLC3,843$508.2K0.26%+3,843New
Buckingham Strategic Wealth, LLC3,866$511.2K0.01%−366−8.6%Reduced
Benedict Financial Advisors Inc3,870$511.8K0.13%−166−4.1%Reduced
Patten & Patten Inc3,881$513.2K0.04%+242+6.7%Added
Aptus Capital Advisors, LLC3,910$516.9K0.01%+138+3.7%Added
MJP Associates Inc3,956$523.2K0.11%+970+32.5%Added
Wiley Bros.-Aintree Capital, LLC3,968$524.7K0.02%+3,968New
Jacobi Capital Management LLC4,018$531.3K0.05%−1,372−25.5%Reduced
Fairbanks Capital Management, Inc.4,040$534.2K0.35%+77+1.9%Added
Segment Wealth Management, LLC4,075$538.8K0.04%−741−15.4%Reduced
Ci Investments Inc.4,080$539.0K0.00%+3,164+345.4%Added
PAX Financial Group, LLC4,089$540.7K0.11%−250−5.8%Reduced
Intrepid Capital Management Inc4,122$545.1K0.35%−111−2.6%Reduced
Tritonpoint Wealth, LLC4,143$547.8K0.05%−2,199−34.7%Reduced
MidWestOne Financial Group, Inc.4,173$551.8K0.10%−84−2.0%Reduced
Colony Group, LLC4,184$554.0K0.00%+4,184New
Vident Advisory, LLC4,206$556.2K0.02%+114+2.8%Added
Kingswood Wealth Advisors, LLC4,211$556.9K0.05%+585+16.1%Added
KPP Advisory Services LLC4,239$560.5K0.15%−16−0.4%Reduced
Roman Butler Fullerton & Co4,415$562.9K0.18%−423−8.7%Reduced
Sequoia Financial Advisors, LLC4,264$563.9K0.01%−658−13.4%Reduced
Teacher Retirement System of Texas4,269$564.0K0.00%−1,311−23.5%Reduced
Leonteq Securities AG4,276$565.4K0.08%+3,103+264.5%Added
Vontobel Holding Ltd.4,320$571.2K0.00%+100+2.4%Added
Dynamic Advisor Solutions LLC4,341$574.0K0.02%+143+3.4%Added
Haverford Trust Co4,342$574.1K0.01%−2,272−34.4%Reduced
Apollon Wealth Management, LLC4,352$575.5K0.02%−1,269−22.6%Reduced
Independent Advisor Alliance4,372$578.1K0.02%+400+10.1%Added
Bokf, NA4,372$578.1K0.01%−1,749−28.6%Reduced
Groupama Asset Managment4,378$578.9K0.01%+4,378New
Wetherby Asset Management Inc4,440$587.1K0.03%−87−1.9%Reduced
Vestcor Inc4,470$591.0K0.02%−3,139−41.3%Reduced
Ballentine Partners, LLC4,482$592.7K0.01%−731−14.0%Reduced
LMCG Investments, LLC4,516$597.2K0.03%−1,187−20.8%Reduced
Fiduciary Family Office, LLC4,611$609.7K0.24%−11−0.2%Reduced
Caldwell Sutter Capital, Inc.4,631$612.4K0.30%00.0%Unchanged
Regions Financial Corp4,650$614.9K0.00%−3,319−41.6%Reduced
Valeo Financial Advisors, LLC4,661$616.4K0.02%+152+3.4%Added
Intrust Bank NA4,688$619.9K0.07%−535−10.2%Reduced
Modera Wealth Management, LLC4,701$621.6K0.01%−6,016−56.1%Reduced
Farther Finance Advisors, LLC4,761$621.7K0.03%−1,114−19.0%Reduced
Oakworth Capital, Inc.4,704$622.0K0.05%00.0%Unchanged
Southeast Asset Advisors Inc.4,740$626.8K0.08%00.0%Unchanged
Riverwater Partners LLC4,761$629.5K0.47%00.0%Unchanged
Family Legacy, Inc.4,774$631.3K0.23%+265+5.9%Added
Summit Trail Advisors, LLC4,814$636.6K0.02%+758+18.7%Added
Hunter Associates Investment Management LLC4,853$637.0K0.11%+350+7.8%Added
Veracity Capital LLC4,821$637.5K0.27%−466−8.8%Reduced
MAI Capital Management4,875$644.6K0.01%−121−2.4%Reduced
ROI Financial Advisors, LLC4,809$645.0K0.47%−1,520−24.0%Reduced
QRG Capital Management, Inc.4,880$645.3K0.01%−501−9.3%Reduced
Diversified Trust Co4,889$646.5K0.02%+4,889New
Bayesian Capital Management, LP4,900$647.9K0.07%−4,051−45.3%Reduced
Two Sigma Securities, LLC4,911$649.4K0.03%+2,251+84.6%Added
AMF Pensionsforsakring AB4,927$651.5K0.00%+4,927New
Navalign, LLC4,942$653.5K0.21%+352+7.7%Added
Investment Management Corp of Ontario4,958$655.6K0.02%+1,400+39.3%Added
Roberts Glore & Co Inc4,969$657.1K0.20%+750+17.8%Added
Ferguson Wellman Capital Management, Inc5,008$662.2K0.01%−3,785−43.0%Reduced
Synovus Financial Corp5,038$666.2K0.01%−714−12.4%Reduced
Zhang Financial LLC5,056$668.6K0.05%+23+0.5%Added
Cito Capital Group, LLC5,100$674.0K0.26%−275−5.1%Reduced
Epoch Investment Partners, Inc.5,135$679.0K0.00%00.0%Unchanged
Thoroughbred Financial Services, LLC5,179$684.0K0.05%+1,350+35.3%Added
Change Path, LLC5,226$691.0K0.04%+2,331+80.5%Added
Brown Advisory Inc5,240$692.9K0.00%−356−6.4%Reduced
First Hawaiian Bank5,257$695.1K0.02%−218−4.0%Reduced
Acropolis Investment Management, LLC5,257$695.1K0.04%+938+21.7%Added
SpiderRock Advisors, LLC5,301$701.0K0.02%−71−1.3%Reduced
Davenport & Co LLC5,402$714.3K0.00%−992−15.5%Reduced
Independence Bank of Kentucky5,485$725.3K0.19%−4,041−42.4%Reduced