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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, 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
Cidel Asset Management Inc2,509$331.8K0.03%+291+13.1%Added
First National Trust Co2,508$331.6K0.01%−1,537−38.0%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.2,500$331.0K0.17%−500−16.7%Reduced
Morningstar Investment Management LLC2,494$330.0K0.03%00.0%Unchanged
Sigma Planning Corp2,488$328.9K0.01%−8,224−76.8%Reduced
Act Two Investors LLC2,483$328.3K0.06%00.0%Unchanged
Capital Investment Advisory Services, LLC2,477$327.6K0.03%−458−15.6%Reduced
Householder Group Estate & Retirement Specialist, LLC2,465$325.0K0.09%+596+31.9%Added
Benchmark Investment Advisors LLC2,446$323.5K0.23%−228−8.5%Reduced
Lake Street Financial LLC2,425$320.6K0.04%−5−0.2%Reduced
Relative Value Partners Group, LLC2,425$320.6K0.04%+2,425New
Tandem Investment Advisors, Inc.2,418$320.0K0.01%+134+5.9%Added
Lake Street Advisors Group, LLC2,417$319.6K0.02%−5,715−70.3%Reduced
Evergreen Capital Management LLC2,417$319.6K0.01%+3+0.1%Added
Octavia Wealth Advisors, LLC2,396$316.8K0.04%−400−14.3%Reduced
GW Henssler & Associates Ltd2,390$316.0K0.02%−150,859−98.4%Reduced
PFG Investments, LLC2,365$312.7K0.02%−1,127−32.3%Reduced
Snowden Capital Advisors LLC2,350$310.7K0.01%−14,885−86.4%Reduced
Franklin Street Advisors Inc2,336$309.0K0.02%−400−14.6%Reduced
Ameritas Investment Partners, Inc.2,312$305.7K0.01%−127−5.2%Reduced
Skopos Labs, Inc.1,916$301.5K0.13%00.0%Unchanged
Cigna Investments Inc2,270$301.0K0.06%−36−1.6%Reduced
Evernest Financial Advisors, LLC2,255$298.1K0.13%00.0%Unchanged
Voya Financial Advisors, Inc.2,288$298.1K0.03%−16−0.7%Reduced
Mission Wealth Management, LP2,238$295.9K0.01%+268+13.6%Added
Capital Square, LLC2,399$295.8K0.19%+1,022+74.2%Added
Summit Financial, LLC2,219$293.4K0.01%+388+21.2%Added
Epic Trust Investment Advisors, LLC2,209$292.1K0.32%+358+19.3%Added
Court Place Advisors, LLC2,179$288.1K0.09%+100+4.8%Added
Wesbanco Bank Inc2,169$286.8K0.01%−10−0.5%Reduced
Weatherly Asset Management L. P.2,145$283.6K0.03%00.0%Unchanged
AXA S.A.2,138$282.7K0.00%−81−3.7%Reduced
Savant Capital, LLC2,124$280.9K0.00%−789−27.1%Reduced
Graypoint LLC2,117$279.9K0.02%−58−2.7%Reduced
Lombard Odier Asset Management (USA) Corp2,113$279.4K0.11%−500−19.1%Reduced
Romano Brothers and Company2,113$279.4K0.04%00.0%Unchanged
Pullen Investment Management, LLC2,105$278.3K0.23%+87+4.3%Added
EntryPoint Capital, LLC2,094$276.9K0.13%+1,938+1,242.3%Added
Stonegate Investment Group, LLC2,051$271.2K0.01%+2,051New
Cornerstone Wealth Management, LLC2,041$269.9K0.02%−217−9.6%Reduced
Excalibur Management Corp2,040$269.7K0.11%+25+1.2%Added
Atlas Brown,Inc.2,027$268.1K0.10%+6+0.3%Added
Quinn Opportunity Partners LLC2,000$264.5K0.03%00.0%Unchanged
CWM Advisors, LLC1,994$263.7K0.03%−848−29.8%Reduced
CAPROCK Group, Inc.1,989$263.1K0.01%−454−18.6%Reduced
Manchester Capital Management LLC1,983$262.2K0.03%+38+2.0%Added
Perigon Wealth Management, LLC1,982$262.0K0.01%−31−1.5%Reduced
Invesco, LLC1,970$260.5K0.11%−16−0.8%Reduced
Moors & Cabot, Inc.1,969$260.4K0.01%−26−1.3%Reduced
Fifth Third Wealth Advisors LLC1,969$260.4K0.02%+1,969New
Berkeley Capital Partners, LLC1,967$260.1K0.08%−4−0.2%Reduced
1776 Wealth LLC1,963$259.6K0.12%+16+0.8%Added
Beacon Financial Group1,957$258.8K0.03%+12+0.6%Added
Lakeview Capital Partners, LLC1,649$257.3K0.04%00.0%Unchanged
Smith, Moore & Co.1,944$257.0K0.03%−227−10.5%Reduced
Clarius Group, LLC1,922$254.1K0.02%−268−12.2%Reduced
Resources Management Corp1,900$251.0K0.04%−711−27.2%Reduced
Everhart Financial Group, Inc.1,879$248.5K0.06%+438+30.4%Added
Spire Wealth Management1,863$246.4K0.01%−897−32.5%Reduced
Chilton Capital Management LLC1,858$245.7K0.01%−60−3.1%Reduced
Ellevest, Inc.1,853$245.0K0.01%−168−8.3%Reduced
Kingsview Wealth Management, LLC1,843$243.7K0.01%+524+39.7%Added
Signature Estate & Investment Advisors LLC1,841$243.4K0.01%+1,841New
Parallel Advisors, LLC1,817$240.2K0.01%−85−4.5%Reduced
NBC Securities, Inc.1,817$240.0K0.02%−95−5.0%Reduced
Plato Investment Management Ltd1,811$239.5K0.02%00.0%Unchanged
Allworth Financial LP1,915$234.4K0.00%−3,526−64.8%Reduced
Central Bank & Trust Co1,765$233.4K0.03%−626−26.2%Reduced
Banque Cantonale Vaudoise1,765$233.0K0.01%+1,395+377.0%Added
Dai-Ichi Life Insurance Company, Ltd1,752$231.7K0.01%−363−17.2%Reduced
Forum Financial Management, LP1,742$230.3K0.00%−8−0.5%Reduced
GSB Wealth Management, LLC1,739$229.9K0.06%−44−2.5%Reduced
SPC Financial, Inc.1,738$229.8K0.02%00.0%Unchanged
Beacon Capital Management, LLC1,731$228.8K0.04%00.0%Unchanged
Allen Mooney & Barnes Investment Advisors LLC1,712$226.4K0.04%−45−2.6%Reduced
Cullen/Frost Bankers, Inc.1,709$226.0K0.00%+62+3.8%Added
Bellecapital International Ltd.1,696$224.3K0.05%−5,425−76.2%Reduced
Deseret Mutual Benefit Administrators1,695$224.1K0.10%+77+4.8%Added
Fidelis Capital Partners, LLC1,884$223.3K0.03%−532−22.0%Reduced
Mutual Advisors, LLC1,901$223.1K0.01%−1,099−36.6%Reduced
WR Wealth Planners, LLC1,679$222.0K0.07%+174+11.6%Added
Marcum Wealth, LLC1,674$221.4K0.02%−403−19.4%Reduced
Wedbush Securities Inc1,661$220.0K0.01%+113+7.3%Added
Valmark Advisers, Inc.1,662$219.7K0.00%+63+3.9%Added
Lido Advisors, LLC1,649$218.2K0.00%−355−17.7%Reduced
Dorsey & Whitney Trust CO LLC1,624$214.7K0.01%+1,624New
Wambolt & Associates, LLC1,620$211.5K0.06%−23−1.4%Reduced
Stiles Financial Services Inc1,596$211.0K0.08%−61−3.7%Reduced
Sheets Smith Wealth Management1,589$210.1K0.03%00.0%Unchanged
Guardian Wealth Advisors, LLC1,588$209.9K0.02%−196−11.0%Reduced
Phillips Wealth Planners LLC1,641$209.2K0.22%−40−2.4%Reduced
David Loasby1,640$209.1K0.02%−133−7.5%Reduced
Conning Inc.1,557$205.9K0.01%+21+1.4%Added
Retirement Planning Co of New England, Inc.1,557$205.9K0.11%+1,557New
Prosperity Financial Group, Inc.1,542$203.9K0.13%+163+11.8%Added
Crescent Grove Advisors, LLC1,535$203.0K0.02%−28−1.8%Reduced
Umb Bank N A1,530$202.3K0.00%−1,177−43.5%Reduced
Pinnacle Wealth Planning Services, Inc.1,524$201.5K0.03%−61−3.8%Reduced
RFG Advisory, LLC1,513$200.1K0.01%−3,177−67.7%Reduced
Clearstead Advisors, LLC1,498$198.1K0.00%+399+36.3%Added