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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, Q3 2024

Institutional positions in Dollar General Corp as of Sep 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
920
−114 vs. Q2 2024
Shares held
204.2M
+17.3M (+9.2%) vs. Q2 2024
Total value
$17.3B
−$7.45B (−30.2%) vs. Q2 2024
New holders
112
329 more added
Sold out
226
357 more reduced

11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 920 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 heldQ3 2024: $17.3B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q2 2024.

Institutions holding DG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Reston Wealth Management LLC0$10.00%0New
Dogwood Wealth Management LLC0$20.00%0Unchanged
Truvestments Capital LLC0$330.00%0New
Sugarloaf Wealth Management, LLC1$750.00%00.0%Unchanged
First Personal Financial Services1$850.00%+1New
SOA Wealth Advisors, LLC.1$880.00%−6−85.7%Reduced
Cornerstone Planning Group LLC2$1600.00%−6−75.0%Reduced
WestEnd Advisors, LLC2$1690.00%00.0%Unchanged
Highline Wealth Partners LLC2$1690.00%00.0%Unchanged
1620 Investment Advisors, Inc.3$2460.00%+3New
Aspect Partners, LLC3$2540.00%−27−90.0%Reduced
SJS Investment Consulting Inc.3$2540.00%−13−81.3%Reduced
Albion Financial Group3$2540.00%−12−80.0%Reduced
Valued Wealth Advisors LLC3$2540.00%+2+200.0%Added
Pathway Financial Advisers, LLC31,805$3760.00%+31,429+8,358.8%Added
ClariVest Asset Management LLC3$3910.00%00.0%Unchanged
Raleigh Capital Management Inc.5$4230.00%−181−97.3%Reduced
Wolff Wiese Magana LLC5$4230.00%−5−50.0%Reduced
MCF Advisors LLC5$4230.00%00.0%Unchanged
Tacita Capital Inc5$4230.00%00.0%Unchanged
Fairman Group, LLC5$4230.00%00.0%Unchanged
Claris Advisors, LLC5$4230.00%+5New
POM Investment Strategies, LLC6$5070.00%00.0%Unchanged
Tucker Asset Management LLC7$5920.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC7$5920.00%00.0%Unchanged
True Wealth Design, LLC7$5920.00%+2+40.0%Added
Pacific Capital Wealth Advisors, Inc7$5920.00%+7New
Carolinas Wealth Consulting LLC8$6770.00%−6−42.9%Reduced
TFC Financial Management8$6770.00%−5−38.5%Reduced
Iron Horse Wealth Management, LLC8$6770.00%00.0%Unchanged
Cornerstone National Bank & Trust Co8$6770.00%+8New
Legacy Investment Solutions, LLC10$7680.00%+10New
Legacy Wealth Managment, LLC10$7680.00%+10New
Trifecta Capital Advisors, LLC10$8460.00%00.0%Unchanged
Richardson Financial Services Inc.8$8670.00%+4+100.0%Added
Transamerica Financial Advisors, Inc.6$1.00K0.00%−149−96.1%Reduced
Avion Wealth14$1.00K0.00%−31−68.9%Reduced
Penserra Capital Management LLC18$1.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC12$1.01K0.00%00.0%Unchanged
Rakuten Securities, Inc.13$1.10K0.00%+1+8.3%Added
Darwin Advisors, LLC13$1.11K0.00%+13New
Voisard Asset Management Group, Inc.13$1.12K0.00%+3+30.0%Added
Northwest Capital Management Inc16$1.35K0.00%00.0%Unchanged
Archer Investment Corp16$1.35K0.00%00.0%Unchanged
William B. Walkup & Associates, Inc.16$1.35K0.00%00.0%Unchanged
Aviso Financial Inc.17$1.44K0.00%00.0%Unchanged
Creekmur Asset Management LLC19$1.61K0.00%−14−42.4%Reduced
Brown, Lisle/Cummings, Inc.21$1.78K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC22$1.86K0.00%00.0%Unchanged
AdvisorNet Financial, Inc23$1.95K0.00%−139−85.8%Reduced
Red Tortoise LLC23$1.95K0.00%00.0%Unchanged
Abound Wealth Management24$2.03K0.00%−11−31.4%Reduced
GPS Wealth Strategies Group, LLC25$2.11K0.00%−768−96.8%Reduced
Eagle Bay Advisors LLC25$2.11K0.00%−68−73.1%Reduced
Barrett & Company, Inc.25$2.11K0.00%00.0%Unchanged
Stone House Investment Management, LLC25$2.12K0.00%00.0%Unchanged
Burkett Financial Services, LLC27$2.31K0.00%−166−86.0%Reduced
Raffa Wealth Management, LLC28$2.37K0.00%−732−96.3%Reduced
Sachetta, LLC28$2.37K0.00%00.0%Unchanged
MB, Levis & Associates, LLC32$2.71K0.00%00.0%Unchanged
Hoey Investments, Inc21$2.78K0.00%00.0%Unchanged
Versant Capital Management, Inc34$2.88K0.00%−113−76.9%Reduced
Duncker Streett & Co Inc35$2.96K0.00%00.0%Unchanged
Financial Management Professionals, Inc.30$3.00K0.00%+4+15.4%Added
Sound Income Strategies, LLC36$3.04K0.00%00.0%Unchanged
Motco37$3.13K0.00%00.0%Unchanged
Capital Performance Advisors LLP39$3.27K0.00%+39New
CVA Family Office, LLC40$3.38K0.00%−815−95.3%Reduced
Private Wealth Management Group, LLC42$3.55K0.00%−9−17.6%Reduced
Pflug Koory, LLC42$3.55K0.00%+42New
Webster Bank, N. A.43$3.64K0.00%00.0%Unchanged
Golden State Equity Partners44$3.72K0.00%+44New
Hobbs Group Advisors, LLC45$3.81K0.00%00.0%Unchanged
Meeder Asset Management Inc45$3.81K0.00%+3+7.1%Added
FSA Wealth Management LLC45$3.81K0.00%+45New
Dunhill Financial, LLC46$3.89K0.00%+46New
Anfield Capital Management, LLC47$3.98K0.00%00.0%Unchanged
Tributary Capital Management, LLC47$3.98K0.00%+13+38.2%Added
Asset Dedication, LLC49$4.14K0.00%−41−45.6%Reduced
M&R Capital Management Inc50$4.23K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC50$4.23K0.00%00.0%Unchanged
Providence Capital Advisors, LLC50$4.23K0.00%00.0%Unchanged
Islay Capital Management, LLC50$4.23K0.00%00.0%Unchanged
CGC Financial Services, LLC50$4.23K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC51$4.31K0.00%−42−45.2%Reduced
DT Investment Partners, LLC51$4.31K0.00%+51New
HM Payson & Co52$4.40K0.00%−175−77.1%Reduced
Strengthening Families & Communities, LLC54$4.59K0.00%00.0%Unchanged
Fortitude Family Office, LLC57$4.82K0.00%+23+67.6%Added
Heritage Wealth Advisors57$4.85K0.00%−224−79.7%Reduced
Pin Oak Investment Advisors Inc65$5.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC60$5.07K0.00%00.0%Unchanged
South State Corp.62$5.24K0.00%00.0%Unchanged
Bell Investment Advisors, Inc64$5.41K0.00%−24−27.3%Reduced
Park Place Capital Corp65$5.50K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton67$5.67K0.00%−52−43.7%Reduced
SWAN Capital LLC68$5.75K0.00%00.0%Unchanged
Delta Asset Management LLC70$5.92K0.00%00.0%Unchanged
Trust Co of Vermont70$5.92K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC66$6.00K0.00%−912−93.3%Reduced