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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, Q4 2024

Institutional positions in Dollar General Corp as of Dec 31, 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
906
+2 vs. Q3 2024
Shares held
206.6M
+3.42M (+1.7%) vs. Q3 2024
Total value
$15.7B
−$1.51B (−8.8%) vs. Q3 2024
New holders
153
335 more added
Sold out
151
322 more reduced

16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 906 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 heldQ4 2024: $15.7B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q3 2024.

Institutions holding DG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CWM Advisors, LLC3,426$259.8K0.03%+50+1.5%Added
LVM Capital Management Ltd3,465$263.0K0.03%−2,991−46.3%Reduced
HBW Advisory Services LLC3,469$263.1K0.04%−810−18.9%Reduced
Patten & Patten Inc3,474$263.4K0.02%−1,502−30.2%Reduced
Rothschild Investment LLC3,488$264.5K0.02%+798+29.7%Added
D.A. Davidson & Co.3,500$265.4K0.00%−1,894−35.1%Reduced
Probity Advisors, Inc.3,501$265.4K0.05%+3,501New
Banque Transatlantique SA3,534$266.5K0.01%+3,534New
Haverford Trust Co3,528$267.5K0.00%−905−20.4%Reduced
Associated Banc-Corp3,586$271.9K0.01%−20,337−85.0%Reduced
Caption Management, LLC3,643$276.2K0.01%+1,443+65.6%Added
QRG Capital Management, Inc.3,659$277.4K0.00%+330+9.9%Added
RD Lewis Holdings, Inc.3,839$278.3K0.31%+3,839New
Brown Advisory Inc3,930$298.0K0.00%−2,745−41.1%Reduced
LMCG Investments, LLC3,931$298.0K0.02%−585−13.0%Reduced
Caldwell Sutter Capital, Inc.3,931$298.0K0.14%−500−11.3%Reduced
Mondrian Investment Partners LTD4,203$298.7K0.00%00.0%Unchanged
Inspire Advisors, LLC3,947$299.3K0.04%+876+28.5%Added
Ossiam3,964$300.6K0.01%+291+7.9%Added
IHT Wealth Management, LLC3,983$302.0K0.01%+3,983New
Global Assets Advisory, LLC4,068$307.7K0.17%+675+19.9%Added
Savant Capital, LLC4,108$311.5K0.00%−1,121−21.4%Reduced
Generali Asset Management SPA SGR4,149$314.6K0.01%+4,149New
Stephenson National Bank & Trust4,157$315.2K0.11%+4,157New
BancorpSouth Bank4,195$318.1K0.02%+4,195New
Johnson Investment Counsel Inc4,218$319.8K0.00%−2,086−33.1%Reduced
Everhart Financial Group, Inc.4,274$324.1K0.07%+4,274New
Prospera Financial Services Inc4,322$327.9K0.01%+1,289+42.5%Added
Midwest Financial Group LLC4,350$329.8K0.19%−1,429−24.7%Reduced
Independent Advisor Alliance4,369$331.3K0.00%+52+1.2%Added
Fairbanks Capital Management, Inc.4,377$331.9K0.21%+102+2.4%Added
Family Legacy, Inc.4,644$332.6K0.11%−1,069−18.7%Reduced
Acadian Asset Management LLC4,445$334.0K0.00%+4,001+901.1%Added
NorthRock Partners, LLC4,470$338.9K0.01%+4,470New
Two Sigma Securities, LLC4,577$347.0K0.06%−9,566−67.6%Reduced
SRS Capital Advisors, Inc.4,660$353.3K0.02%+2,436+109.5%Added
Vident Advisory, LLC4,681$354.9K0.01%−394−7.8%Reduced
Bessemer Group Inc4,709$357.0K0.00%−19−0.4%Reduced
Southeast Asset Advisors Inc.4,740$359.4K0.04%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.4,781$362.5K0.00%−3,102−39.4%Reduced
Diversified Trust Co4,788$363.0K0.01%+66+1.4%Added
PUREfi Wealth, LLC4,810$364.7K0.36%+4,810New
State of Wyoming4,810$364.7K0.05%+3,059+174.7%Added
Boothbay Fund Management, LLC4,874$369.5K0.01%+4,874New
Magnetar Financial LLC4,883$370.2K0.01%+4,883New
GAMMA Investing LLC4,932$373.9K0.03%+1,933+64.5%Added
Riverbridge Partners LLC4,973$376.4K0.01%−11,312−69.5%Reduced
Capital Group Private Client Services, Inc.4,977$377.4K0.00%−216,666−97.8%Reduced
Cornerstone Wealth Management, LLC5,014$380.2K0.03%+827+19.8%Added
Signaturefd, LLC5,021$380.7K0.01%+454+9.9%Added
HB Wealth Management, LLC5,025$381.0K0.00%−91−1.8%Reduced
CAPROCK Group, Inc.5,041$382.2K0.01%+5,041New
Cetera Trust Company, N.A5,060$383.6K0.25%−4,425−46.7%Reduced
Alethea Capital Management, LLC5,060$383.6K0.33%+5,060New
Heritage Wealth Management, Inc.5,114$387.7K0.13%−2,770−35.1%Reduced
Colony Group, LLC5,136$389.4K0.00%+725+16.4%Added
Prime Capital Investment Advisors, LLC5,183$392.9K0.01%−5,479−51.4%Reduced
Moody National Bank Trust Division5,187$393.3K0.04%+424+8.9%Added
Tocqueville Asset Management L.P.5,190$393.5K0.01%−4,865−48.4%Reduced
Dark Forest Capital Management LP5,255$398.4K0.06%+5,255New
JFS Wealth Advisors, LLC5,282$400.5K0.03%+5,144+3,727.5%Added
Acropolis Investment Management, LLC5,293$401.3K0.02%+1,148+27.7%Added
Hilltop Holdings Inc.5,307$402.4K0.03%−6,286−54.2%Reduced
Kestra Private Wealth Services, LLC5,335$404.5K0.01%−1,007−15.9%Reduced
Robertson Stephens Wealth Management, LLC5,374$407.4K0.01%+635+13.4%Added
Community Trust & Investment Co5,405$409.8K0.03%+5,405New
Fifth Third Bancorp5,421$411.0K0.00%−2,535−31.9%Reduced
Sequoia Financial Advisors, LLC5,459$413.9K0.00%+2,808+105.9%Added
IFP Advisors, Inc5,538$419.8K0.01%+1,359+32.5%Added
Applied Finance Capital Management, LLC5,541$420.1K0.02%+616+12.5%Added
Weaver Capital Management LLC5,541$420.1K0.12%+490+9.7%Added
Oppenheimer & Co Inc5,648$428.2K0.01%+2,534+81.4%Added
Parametrica Management Ltd5,654$428.7K0.57%+5,654New
Naples Global Advisors, LLC5,748$435.8K0.04%−6,972−54.8%Reduced
Weiss Asset Management LP5,758$436.6K0.01%+5,758New
Neuberger Berman Group LLC5,793$439.2K0.00%+1,468+33.9%Added
Steinberg Asset Management LLC5,795$439.4K0.32%−3,955−40.6%Reduced
V-Square Quantitative Management LLC5,801$439.8K0.06%+703+13.8%Added
Change Path, LLC5,804$440.0K0.01%−211−3.5%Reduced
First Heartland Consultants, Inc.5,828$441.9K0.05%+5,828New
Navalign, LLC5,848$443.4K0.13%+741+14.5%Added
Archer Investment Corp5,866$444.8K0.12%+5,850+36,562.5%Added
United Capital Financial Advisers, LLC5,878$445.7K0.00%+3,210+120.3%Added
1832 Asset Management L.P.5,900$447.3K0.00%−1,736,350−99.7%Reduced
Huntington National Bank5,916$448.5K0.00%−306−4.9%Reduced
Circle Wealth Management, LLC5,941$450.4K0.01%−17−0.3%Reduced
Tectonic Advisors LLC5,948$450.9K0.03%+5,948New
Abn Amro Investment Solutions5,949$451.1K0.01%−710−10.7%Reduced
Bank of Stockton5,974$452.9K0.14%−201−3.3%Reduced
Private Advisor Group, LLC6,066$460.0K0.00%+524+9.5%Added
Sentry LLC6,097$462.3K0.09%+567+10.3%Added
Greenline Partners, LLC6,143$465.8K0.07%00.0%Unchanged
Fox Run Management, L.L.C.6,229$472.3K0.09%+6,229New
GTS Securities LLC6,281$476.2K0.02%−54,431−89.7%Reduced
BI Asset Management Fondsmaeglerselskab A/S6,322$479.0K0.01%+263+4.3%Added
Values First Advisors, Inc.6,336$480.4K0.26%+6,336New
Stevens Capital Management LP6,365$483.0K0.19%+6,365New
Concurrent Investment Advisors, LLC6,390$484.5K0.01%+1,993+45.3%Added
Allstate Corp6,510$493.6K0.01%+6,510New
Argyle Capital Partners, LLC6,545$496.2K0.43%+6,545New