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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ROI Financial Advisors, LLC | 3,054 | $258.3K | 0.18% | −1,755−36.5% | Reduced |
| Inspire Advisors, LLC | 3,071 | $259.7K | 0.03% | +36+1.2% | Added |
| Intrust Bank NA | 3,074 | $260.0K | 0.03% | −1,614−34.4% | Reduced |
| JBR Co Financial Management Inc | 3,082 | $260.6K | 0.17% | +3,082 | New |
| Arkfeld Wealth Strategies, L.L.C. | 3,091 | $260.8K | 0.13% | −3,279−51.5% | Reduced |
| Nomura Holdings Inc | 3,102 | $262.3K | 0.00% | −3,467−52.8% | Reduced |
| Oppenheimer & Co Inc | 3,114 | $263.4K | 0.00% | +376+13.7% | Added |
| Birmingham Capital Management Co Inc | 3,115 | $263.4K | 0.10% | +3,115 | New |
| First National Bank Sioux Falls | 3,133 | $265.0K | 0.12% | +570+22.2% | Added |
| Stonegate Investment Group, LLC | 3,136 | $265.2K | 0.01% | +1,085+52.9% | Added |
| Dynamic Advisor Solutions LLC | 3,181 | $269.0K | 0.01% | −1,160−26.7% | Reduced |
| Coldstream Capital Management Inc | 3,217 | $269.7K | 0.01% | −2,583−44.5% | Reduced |
| Helios Capital Management Pte. Ltd | 3,200 | $270.6K | 0.17% | 00.0% | Unchanged |
| Nwam LLC | 3,217 | $272.1K | 0.02% | +3,217 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,257 | $275.4K | 0.01% | −203−5.9% | Reduced |
| QRG Capital Management, Inc. | 3,329 | $281.5K | 0.00% | −1,551−31.8% | Reduced |
| Summit Trail Advisors, LLC | 3,334 | $281.9K | 0.01% | −1,480−30.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,350 | $283.3K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,376 | $285.5K | 0.03% | +1,382+69.3% | Added |
| Global Assets Advisory, LLC | 3,393 | $286.6K | 0.16% | +3,393 | New |
| Sumitomo Life Insurance Co | 3,389 | $286.6K | 0.01% | −31−0.9% | Reduced |
| Ci Investments Inc. | 3,427 | $290.0K | 0.00% | −653−16.0% | Reduced |
| Profund Advisors LLC | 3,447 | $291.5K | 0.01% | +915+36.1% | Added |
| Venture Visionary Partners LLC | 3,455 | $292.3K | 0.01% | −46,510−93.1% | Reduced |
| Regions Financial Corp | 3,466 | $293.1K | 0.00% | −1,184−25.5% | Reduced |
| Benedict Financial Advisors Inc | 3,527 | $298.2K | 0.07% | −343−8.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,547 | $300.0K | 0.00% | +211+6.3% | Added |
| Waypoint Capital Advisors, LLC | 3,555 | $300.6K | 0.06% | −39−1.1% | Reduced |
| ICW Investment Advisors LLC | 3,671 | $310.5K | 0.13% | +13+0.4% | Added |
| Ossiam | 3,673 | $310.6K | 0.01% | +793+27.5% | Added |
| MJP Associates Inc | 3,691 | $312.1K | 0.06% | −265−6.7% | Reduced |
| Segment Wealth Management, LLC | 3,728 | $315.3K | 0.02% | −347−8.5% | Reduced |
| Oakworth Capital, Inc. | 3,778 | $319.5K | 0.02% | −926−19.7% | Reduced |
| Patten Group, Inc. | 3,785 | $320.1K | 0.07% | −3,184−45.7% | Reduced |
| Clearstead Advisors, LLC | 3,816 | $322.7K | 0.01% | +2,318+154.7% | Added |
| Thoroughbred Financial Services, LLC | 3,837 | $324.0K | 0.02% | −1,342−25.9% | Reduced |
| CWA Asset Management Group, LLC | 3,856 | $326.1K | 0.02% | +3,856 | New |
| Vestmark Advisory Solutions, Inc. | 3,862 | $326.6K | 0.01% | +734+23.5% | Added |
| RMB Capital Management, LLC | 3,875 | $327.7K | 0.01% | +3,875 | New |
| Significant Wealth Partners LLC | 3,911 | $330.7K | 0.17% | +781+25.0% | Added |
| Aptus Capital Advisors, LLC | 3,932 | $332.5K | 0.01% | +22+0.6% | Added |
| Monarch Capital Management Inc | 3,998 | $338.1K | 0.09% | +1,397+53.7% | Added |
| Modera Wealth Management, LLC | 4,000 | $338.3K | 0.00% | −701−14.9% | Reduced |
| Arkadios Wealth Advisors | 4,046 | $342.2K | 0.02% | −3,524−46.6% | Reduced |
| Ethos Financial Group, LLC | 4,070 | $344.0K | 0.06% | +4,070 | New |
| Citizens National Bank Trust Department | 4,100 | $346.7K | 0.07% | −1,590−27.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,102 | $346.9K | 0.05% | −71−1.7% | Reduced |
| Acropolis Investment Management, LLC | 4,145 | $350.5K | 0.02% | −1,112−21.2% | Reduced |
| Thrive Wealth Management, LLC | 4,168 | $352.5K | 0.06% | +620+17.5% | Added |
| IFP Advisors, Inc | 4,179 | $353.4K | 0.01% | −2,194−34.4% | Reduced |
| Cornerstone Wealth Management, LLC | 4,187 | $354.1K | 0.02% | +2,146+105.1% | Added |
| Roman Butler Fullerton & Co | 4,395 | $354.1K | 0.11% | −20−0.5% | Reduced |
| Mondrian Investment Partners LTD | 4,203 | $355.4K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,245 | $359.0K | 0.02% | −2,220−34.3% | Reduced |
| Sabal Trust CO | 4,257 | $360.0K | 0.02% | +4,257 | New |
| Steward Partners Investment Advisory, LLC | 4,259 | $360.2K | 0.00% | +997+30.6% | Added |
| Fairbanks Capital Management, Inc. | 4,275 | $361.5K | 0.23% | +235+5.8% | Added |
| HBW Advisory Services LLC | 4,279 | $361.9K | 0.05% | −21,716−83.5% | Reduced |
| Bokf, NA | 4,426 | $362.6K | 0.01% | +54+1.2% | Added |
| Sigma Planning Corp | 4,299 | $363.6K | 0.01% | +1,811+72.8% | Added |
| Colony Group, LLC | 4,411 | $365.0K | 0.00% | +227+5.4% | Added |
| Independent Advisor Alliance | 4,317 | $365.1K | 0.01% | −55−1.3% | Reduced |
| Neuberger Berman Group LLC | 4,325 | $365.7K | 0.00% | −7,013−61.9% | Reduced |
| Wallace Advisory Group, LLC | 2,781 | $367.7K | 0.27% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,397 | $371.8K | 0.01% | +1,482+50.8% | Added |
| Caldwell Sutter Capital, Inc. | 4,431 | $374.7K | 0.17% | −200−4.3% | Reduced |
| Haverford Trust Co | 4,433 | $374.9K | 0.00% | +91+2.1% | Added |
| Legacy Capital Wealth Partners, LLC | 4,466 | $377.7K | 0.08% | −1,978−30.7% | Reduced |
| Vestcor Inc | 4,470 | $378.0K | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 4,516 | $381.9K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,534 | $383.4K | 0.01% | +2,184+92.9% | Added |
| Signaturefd, LLC | 4,567 | $386.2K | 0.01% | −2,967−39.4% | Reduced |
| Versor Investments LP | 4,600 | $389.0K | 0.06% | −9,071−66.4% | Reduced |
| Semanteon Capital Management, LP | 4,641 | $392.5K | 0.27% | +4,641 | New |
| Point72 (DIFC) Ltd | 4,711 | $398.4K | 0.03% | +4,711 | New |
| Diversified Trust Co | 4,722 | $399.3K | 0.01% | −167−3.4% | Reduced |
| Bessemer Group Inc | 4,728 | $400.0K | 0.00% | −2,739−36.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,739 | $400.8K | 0.01% | +4,739 | New |
| Southeast Asset Advisors Inc. | 4,740 | $400.9K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,763 | $402.8K | 0.04% | +1,394+41.4% | Added |
| Wealthfront Advisers LLC | 4,799 | $405.9K | 0.00% | −16,304−77.3% | Reduced |
| Applied Finance Capital Management, LLC | 4,925 | $416.5K | 0.02% | −624−11.2% | Reduced |
| Patten & Patten Inc | 4,976 | $420.8K | 0.03% | +1,095+28.2% | Added |
| Personal Cfo Solutions, LLC | 4,999 | $422.7K | 0.06% | +2,001+66.7% | Added |
| Zhang Financial LLC | 5,000 | $422.9K | 0.03% | −56−1.1% | Reduced |
| Alberta Investment Management Corp | 5,000 | $422.9K | 0.00% | +5,000 | New |
| Panoramic Investment Advisors, LLC | 5,007 | $423.4K | 0.29% | +5,007 | New |
| Ferguson Wellman Capital Management, Inc | 5,008 | $423.5K | 0.01% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 5,051 | $427.2K | 0.13% | −3,629−41.8% | Reduced |
| Vident Advisory, LLC | 5,075 | $429.2K | 0.01% | +869+20.7% | Added |
| V-Square Quantitative Management LLC | 5,098 | $431.1K | 0.06% | +2,551+100.2% | Added |
| Navalign, LLC | 5,107 | $431.9K | 0.13% | +165+3.3% | Added |
| HB Wealth Management, LLC | 5,116 | $432.7K | 0.00% | −4,555−47.1% | Reduced |
| Epoch Investment Partners, Inc. | 5,125 | $433.4K | 0.00% | −10−0.2% | Reduced |
| Quest Partners LLC | 5,191 | $439.0K | 0.04% | +5,139+9,882.7% | Added |
| Savant Capital, LLC | 5,229 | $442.3K | 0.00% | +3,105+146.2% | Added |
| Jefferies Financial Group Inc. | 5,300 | $448.2K | 0.01% | +2,005+60.8% | Added |
| Engineers Gate Manager LP | 5,364 | $453.6K | 0.01% | −11,674−68.5% | Reduced |
| D.A. Davidson & Co. | 5,394 | $456.2K | 0.00% | +2,861+112.9% | Added |
| Everence Capital Management Inc | 5,410 | $458.0K | 0.03% | 00.0% | Unchanged |