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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 1,030 | $87.1K | 0.00% | +1,030 | New |
| Central Trust Co | 1,027 | $86.8K | 0.00% | −73−6.6% | Reduced |
| Geneos Wealth Management Inc. | 1,016 | $85.9K | 0.00% | +265+35.3% | Added |
| Cape Investment Advisory, Inc. | 1,013 | $85.7K | 0.03% | +1,013 | New |
| Advisors Asset Management, Inc. | 965 | $81.6K | 0.00% | −8−0.8% | Reduced |
| Sit Investment Associates Inc | 955 | $81.0K | 0.00% | −365−27.7% | Reduced |
| Caldwell Trust Co | 935 | $79.1K | 0.01% | −2,453−72.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 903 | $76.4K | 0.02% | +903 | New |
| Private Trust Co NA | 895 | $75.7K | 0.01% | −289−24.4% | Reduced |
| Sentry Investment Management LLC | 872 | $74.0K | 0.03% | −86−9.0% | Reduced |
| Zions Bancorporation, N.A. | 871 | $73.7K | 0.01% | −48−5.2% | Reduced |
| Studio Investment Management LLC | 850 | $71.9K | 0.02% | +567+200.4% | Added |
| Pinnacle Bancorp, Inc. | 830 | $70.2K | 0.02% | +15+1.8% | Added |
| Umb Bank N A | 823 | $69.6K | 0.00% | −707−46.2% | Reduced |
| Harbor Investment Advisory, LLC | 815 | $68.9K | 0.01% | −181−18.2% | Reduced |
| Harbour Investments, Inc. | 805 | $68.1K | 0.00% | −353−30.5% | Reduced |
| Glen Eagle Advisors, LLC | 794 | $67.1K | 0.01% | −239−23.1% | Reduced |
| Bruce G. Allen Investments, LLC | 792 | $67.0K | 0.05% | +217+37.7% | Added |
| Skopos Labs, Inc. | 777 | $65.7K | 0.02% | −1,139−59.4% | Reduced |
| Chilton Capital Management LLC | 772 | $65.3K | 0.00% | −1,086−58.4% | Reduced |
| Lindbrook Capital, LLC | 767 | $64.9K | 0.01% | −294−27.7% | Reduced |
| Independence Bank of Kentucky | 705 | $59.6K | 0.01% | −4,780−87.1% | Reduced |
| Parkside Financial Bank & Trust | 701 | $59.3K | 0.01% | −104−12.9% | Reduced |
| ORG Wealth Partners, LLC | 673 | $56.9K | 0.02% | +673 | New |
| Annapolis Financial Services, LLC | 635 | $53.7K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 626 | $53.0K | 0.03% | +3+0.5% | Added |
| Alta Advisers Ltd | 600 | $50.7K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 509 | $43.0K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 500 | $42.3K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 488 | $41.3K | 0.00% | −11−2.2% | Reduced |
| Massmutual Trust Co FSB | 480 | $40.6K | 0.00% | −769−61.6% | Reduced |
| West Paces Advisors Inc. | 460 | $38.9K | 0.01% | −13−2.7% | Reduced |
| Hilltop National Bank | 457 | $38.6K | 0.01% | −26−5.4% | Reduced |
| LRI Investments, LLC | 501 | $38.6K | 0.00% | −930−65.0% | Reduced |
| Crewe Advisors LLC | 451 | $38.1K | 0.00% | +4+0.9% | Added |
| Acadian Asset Management LLC | 444 | $37.0K | 0.00% | −5,790−92.9% | Reduced |
| HHM Wealth Advisors, LLC | 429 | $36.3K | 0.01% | −49−10.3% | Reduced |
| Rise Advisors, LLC | 424 | $35.8K | 0.02% | −249−37.0% | Reduced |
| Hantz Financial Services, Inc. | 410 | $35.0K | 0.00% | −25,019−98.4% | Reduced |
| Smithfield Trust Co | 410 | $35.0K | 0.00% | +22+5.7% | Added |
| Atlantic Trust, LLC | 394 | $33.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 392 | $33.2K | 0.00% | +392 | New |
| Jaffetilchin Investment Partners, LLC | 388 | $32.8K | 0.00% | −2,505−86.6% | Reduced |
| Arlington Trust Co LLC | 356 | $30.1K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 358 | $30.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 345 | $29.2K | 0.00% | −297−46.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 340 | $28.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 332 | $28.1K | 0.00% | −941−73.9% | Reduced |
| FinTrust Capital Advisors, LLC | 329 | $27.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 325 | $27.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 325 | $27.5K | 0.01% | +19+6.2% | Added |
| Covestor Ltd | 324 | $27.0K | 0.02% | +53+19.6% | Added |
| Key Financial Inc | 315 | $26.6K | 0.01% | −370−54.0% | Reduced |
| Coppell Advisory Solutions LLC | 299 | $26.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $25.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 296 | $25.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $23.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 271 | $22.9K | 0.00% | −222−45.0% | Reduced |
| Partnership Wealth Management, LLC | 270 | $22.8K | 0.02% | +270 | New |
| First Financial Corp | 266 | $22.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 263 | $22.2K | 0.00% | −245−48.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 257 | $21.8K | 0.01% | +7+2.8% | Added |
| ORG Partners LLC | 243 | $20.7K | 0.00% | −513−67.9% | Reduced |
| Strategic Investment Solutions, Inc. | 234 | $19.8K | 0.01% | +105+81.4% | Added |
| Field & Main Bank | 225 | $19.0K | 0.01% | +85+60.7% | Added |
| Sandy Spring Bank | 224 | $18.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 220 | $18.6K | 0.00% | +60+37.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 219 | $18.6K | 0.00% | −20,939−99.0% | Reduced |
| Center for Financial Planning, Inc. | 217 | $18.4K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 219 | $17.9K | 0.01% | +1+0.5% | Added |
| Riverview Trust Co | 209 | $17.7K | 0.02% | −399−65.6% | Reduced |
| Prestige Wealth Management Group LLC | 206 | $17.4K | 0.00% | −49−19.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 203 | $17.1K | 0.01% | −199−49.5% | Reduced |
| Loomis Sayles & Co L P | 206 | $17.0K | 0.00% | +3+1.5% | Added |
| Creative Financial Designs Inc | 200 | $16.9K | 0.00% | −7−3.4% | Reduced |
| Lowe Wealth Advisors, LLC | 200 | $16.9K | 0.01% | −40−16.7% | Reduced |
| Bank & Trust Co | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 188 | $16.2K | 0.00% | −136−42.0% | Reduced |
| Johnson Financial Group, Inc. | 191 | $16.2K | 0.00% | +10+5.5% | Added |
| Hexagon Capital Partners LLC | 190 | $16.1K | 0.00% | +43+29.3% | Added |
| Coston, McIsaac & Partners | 195 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 183 | $16.0K | 0.01% | +31+20.4% | Added |
| FNY Investment Advisers, LLC | 201 | $16.0K | 0.01% | +201 | New |
| Ashton Thomas Securities, LLC | 183 | $15.5K | 0.00% | +183 | New |
| Frazier Financial Advisors, LLC | 181 | $15.3K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 176 | $14.9K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 175 | $14.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 172 | $14.5K | 0.00% | +170+8,500.0% | Added |
| Grove Bank & Trust | 169 | $14.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 166 | $14.0K | 0.00% | −77−31.7% | Reduced |
| Farmers & Merchants Investments Inc | 154 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 148 | $12.5K | 0.00% | +38+34.5% | Added |
| DecisionPoint Financial, LLC | 144 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 138 | $11.7K | 0.00% | −99−41.8% | Reduced |
| McIlrath & Eck, LLC | 138 | $11.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 125 | $11.0K | 0.00% | −43−25.6% | Reduced |
| Bogart Wealth, LLC | 129 | $10.9K | 0.00% | +30+30.3% | Added |
| Continuum Advisory, LLC | 139 | $10.7K | 0.00% | −3−2.1% | Reduced |
| Investors Research Corp | 124 | $10.5K | 0.00% | 00.0% | Unchanged |