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 2025
Institutional positions in Dollar General Corp as of Sep 30, 2025. 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
- 1,061
- +52 vs. Q2 2025
- Shares held
- 209.8M
- +5.97M (+2.9%) vs. Q2 2025
- Total value
- $21.7B
- −$1.64B (−7.0%) vs. Q2 2025
- New holders
- 150
- 431 more added
- Sold out
- 98
- 322 more reduced
12 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 3,572 | $369.2K | 0.09% | −16,765−82.4% | Reduced |
| Fortress Private Ledger, LLC | 3,573 | $369.3K | 0.13% | +821+29.8% | Added |
| Triad Wealth Partners, LLC | 3,584 | $370.4K | 0.05% | +3,584 | New |
| Rothschild Investment LLC | 3,664 | $378.7K | 0.02% | +394+12.0% | Added |
| Pictet & Cie (Europe) SA | 3,714 | $383.8K | 0.01% | +52+1.4% | Added |
| Midwest Financial Group LLC | 3,734 | $385.9K | 0.18% | −65−1.7% | Reduced |
| Rexford Capital Inc | 3,778 | $390.5K | 0.30% | +75+2.0% | Added |
| Groupama Asset Managment | 3,789 | $391.6K | 0.01% | +3,789 | New |
| Lecap Asset Management Ltd | 3,821 | $394.9K | 0.14% | −7,310−65.7% | Reduced |
| Heritage Wealth Management, Inc. | 3,840 | $396.9K | 0.12% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,846 | $397.5K | 0.00% | +67+1.8% | Added |
| Legacy Capital Wealth Partners, LLC | 3,870 | $400.0K | 0.09% | −268−6.5% | Reduced |
| Huntington National Bank | 3,876 | $400.5K | 0.00% | −513−11.7% | Reduced |
| Kera Capital Partners, Inc. | 3,899 | $403.0K | 0.06% | +3,899 | New |
| Advyzon Investment Management, LLC | 3,902 | $403.3K | 0.07% | +33+0.9% | Added |
| LMCG Investments, LLC | 3,904 | $403.5K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,910 | $404.1K | 0.09% | −232−5.6% | Reduced |
| Bayforest Capital Ltd | 3,924 | $405.5K | 0.19% | −6,147−61.0% | Reduced |
| Camden Capital, LLC | 3,933 | $406.4K | 0.03% | +3,933 | New |
| Robertson Stephens Wealth Management, LLC | 3,934 | $406.6K | 0.01% | −62−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 3,956 | $408.9K | 0.01% | −71−1.8% | Reduced |
| Weiss Asset Management LP | 4,053 | $418.9K | 0.01% | +4,053 | New |
| Mondrian Investment Partners LTD | 4,095 | $423.2K | 0.01% | +4,095 | New |
| Bristol John W & Co Inc | 4,117 | $425.5K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 4,190 | $433.0K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 4,201 | $434.2K | 0.03% | +6+0.1% | Added |
| MUFG Securities EMEA plc | 4,212 | $435.3K | 0.01% | +3,564+550.0% | Added |
| Cidel Asset Management Inc | 4,258 | $440.1K | 0.03% | +120+2.9% | Added |
| Catalyst Capital Advisors LLC | 4,275 | $441.8K | 0.01% | +4,275 | New |
| Manske Wealth Management | 4,310 | $445.4K | 0.14% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,344 | $449.0K | 0.03% | −750−14.7% | Reduced |
| Weaver Capital Management LLC | 4,350 | $449.6K | 0.10% | −363−7.7% | Reduced |
| Summit Wealth Group LLC | 4,280 | $452.8K | 0.06% | +4,280 | New |
| Central Trust Co | 4,386 | $453.3K | 0.01% | −59−1.3% | Reduced |
| Smith, Moore & Co. | 4,387 | $453.4K | 0.03% | +115+2.7% | Added |
| Mesirow Financial Investment Management, Inc. | 4,390 | $454.1K | 0.01% | +235+5.7% | Added |
| NewEdge Wealth, LLC | 4,539 | $456.7K | 0.01% | +4,539 | New |
| Fairbanks Capital Management, Inc. | 4,449 | $459.8K | 0.25% | −111−2.4% | Reduced |
| Vestcor Inc | 4,448 | $460.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,474 | $462.4K | 0.04% | +55+1.2% | Added |
| EverSource Wealth Advisors, LLC | 4,511 | $466.3K | 0.02% | +617+15.8% | Added |
| Inspire Advisors, LLC | 4,518 | $467.0K | 0.04% | −967−17.6% | Reduced |
| Savant Capital, LLC | 4,522 | $467.4K | 0.00% | +148+3.4% | Added |
| JFS Wealth Advisors, LLC | 4,546 | $469.8K | 0.03% | +16+0.4% | Added |
| Frank, Rimerman Advisors LLC | 4,551 | $470.3K | 0.03% | −18−0.4% | Reduced |
| Contravisory Investment Management, Inc. | 4,575 | $472.8K | 0.09% | −20−0.4% | Reduced |
| Brinker Capital Investments, LLC | 4,604 | $475.8K | 0.00% | −3,472−43.0% | Reduced |
| Tema ETFs LLC | 4,623 | $477.8K | 0.04% | +4,623 | New |
| Sustainable Insight Capital Management, LLC | 4,635 | $479.0K | 0.15% | +200+4.5% | Added |
| Moors & Cabot, Inc. | 4,637 | $479.3K | 0.02% | −469−9.2% | Reduced |
| Southeast Asset Advisors Inc. | 4,740 | $489.9K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,803 | $496.4K | 0.01% | +356+8.0% | Added |
| Severin Investments, LLC | 4,807 | $496.9K | 0.44% | +4,807 | New |
| 1248 Management, LLC | 4,819 | $498.0K | 0.28% | −1,925−28.5% | Reduced |
| FORA Capital, LLC | 4,828 | $499.0K | 0.09% | +4,828 | New |
| CoreFirst Bank & Trust | 4,860 | $502.3K | 0.27% | −10−0.2% | Reduced |
| QRG Capital Management, Inc. | 4,865 | $502.8K | 0.01% | +2,305+90.0% | Added |
| Versor Investments LP | 4,897 | $506.1K | 0.09% | −5,700−53.8% | Reduced |
| Diversified Trust Co | 4,921 | $508.6K | 0.01% | +1,165+31.0% | Added |
| MAI Capital Management | 4,947 | $511.3K | 0.00% | −487−9.0% | Reduced |
| Boothbay Fund Management, LLC | 4,952 | $511.8K | 0.01% | −91,993−94.9% | Reduced |
| Riverbridge Partners LLC | 4,973 | $511.9K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,010 | $517.8K | 0.01% | −305−5.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,042 | $521.1K | 0.00% | +5,042 | New |
| Moody National Bank Trust Division | 5,044 | $521.3K | 0.04% | +223+4.6% | Added |
| Everstar Asset Management, LLC | 5,062 | $523.2K | 0.30% | +5,062 | New |
| Naples Global Advisors, LLC | 5,077 | $524.7K | 0.04% | +1,129+28.6% | Added |
| FSM Wealth Advisors, LLC | 5,090 | $526.1K | 0.07% | +320+6.7% | Added |
| RSM US Wealth Management LLC | 5,100 | $527.1K | 0.01% | +2,252+79.1% | Added |
| Federated Hermes, Inc. | 5,117 | $528.8K | 0.00% | +2,024+65.4% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 5,156 | $532.9K | 0.38% | −6,731−56.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,167 | $534.0K | 0.05% | −96−1.8% | Reduced |
| Jacobi Capital Management LLC | 5,226 | $540.1K | 0.03% | −259−4.7% | Reduced |
| JBR Co Financial Management Inc | 5,237 | $541.2K | 0.23% | +645+14.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,278 | $545.5K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5,280 | $545.7K | 0.07% | +405+8.3% | Added |
| Ballentine Partners, LLC | 5,300 | $547.8K | 0.01% | +187+3.7% | Added |
| Sentry LLC | 5,340 | $551.9K | 0.14% | −80−1.5% | Reduced |
| Avantra Family Wealth, Inc. | 5,384 | $556.4K | 0.42% | −163−2.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 5,411 | $557.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 5,409 | $559.0K | 0.05% | +267+5.2% | Added |
| Wedmont Private Capital | 5,810 | $559.9K | 0.02% | +118+2.1% | Added |
| Boston Trust Walden Corp | 5,443 | $562.5K | 0.00% | −16,480−75.2% | Reduced |
| Rathbone Brothers plc | 5,450 | $563.3K | 0.00% | −523−8.8% | Reduced |
| Optimize Financial Inc | 5,474 | $565.7K | 0.29% | +5,474 | New |
| Gateway Investment Advisers LLC | 5,478 | $566.2K | 0.01% | +5,478 | New |
| ABLE Financial Group, LLC | 5,494 | $567.9K | 0.12% | −181−3.2% | Reduced |
| Park Avenue Securities LLC | 5,499 | $568.0K | 0.00% | −638−10.4% | Reduced |
| D.A. Davidson & Co. | 5,516 | $570.1K | 0.00% | −842−13.2% | Reduced |
| Empowered Funds, LLC | 5,525 | $571.0K | 0.01% | −25,105−82.0% | Reduced |
| Forum Financial Management, LP | 5,601 | $578.9K | 0.01% | +2,713+93.9% | Added |
| Transcend Wealth Collective, LLC | 5,631 | $582.0K | 0.04% | +1,936+52.4% | Added |
| Cetera Trust Company, N.A | 5,685 | $587.5K | 0.33% | +775+15.8% | Added |
| Clearstead Advisors, LLC | 5,707 | $589.9K | 0.01% | +2,450+75.2% | Added |
| Caerus Investment Advisors, LLC | 5,742 | $593.4K | 0.24% | +5,742 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,781 | $597.5K | 0.04% | −193−3.2% | Reduced |
| Lebenthal Global Advisors, LLC | 5,791 | $598.5K | 0.10% | −42−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,818 | $601.0K | 0.10% | +1,232+26.9% | Added |
| Shell Asset Management Co | 5,865 | $606.0K | 0.06% | −6,631−53.1% | Reduced |
| Squarepoint Ops LLC | 5,870 | $606.7K | 0.00% | −11,262−65.7% | Reduced |