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, Q2 2026
Institutional positions in Dollar General Corp as of Jun 30, 2026. 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
- 1,134
- −8 vs. Q1 2026
- Shares held
- 215.7M
- −1.58M (−0.7%) vs. Q1 2026
- Total value
- $24.8B
- −$988.7M (−3.8%) vs. Q1 2026
- New holders
- 121
- 419 more added
- Sold out
- 129
- 425 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 1,780 | $204.9K | 0.02% | −1−0.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,783 | $205.2K | 0.01% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,795 | $206.6K | 0.00% | +1,795 | New |
| Lebenthal Global Advisors, LLC | 1,812 | $208.6K | 0.03% | −3,132−63.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,826 | $210.2K | 0.01% | −109−5.6% | Reduced |
| Umb Bank N A | 1,829 | $210.5K | 0.00% | +23+1.3% | Added |
| Plan A Wealth LLC | 1,837 | $211.5K | 0.09% | +1,837 | New |
| Legacy Financial Advisors, Inc. | 1,846 | $212.5K | 0.03% | −383−17.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,856 | $213.6K | 0.01% | −1−0.1% | Reduced |
| D.A. Davidson & Co. | 1,859 | $214.0K | 0.00% | +1+0.1% | Added |
| Keynote Financial Services LLC | 1,866 | $214.8K | 0.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,700 | $215.8K | 0.00% | +1,700 | New |
| Symphony Financial, Ltd. Co. | 1,848 | $215.9K | 0.02% | −585−24.0% | Reduced |
| PDS Planning, Inc | 1,885 | $217.0K | 0.01% | +57+3.1% | Added |
| Jump Financial, LLC | 1,889 | $217.4K | 0.00% | −10,823−85.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,892 | $217.8K | 0.01% | −114−5.7% | Reduced |
| Texas Yale Capital Corp. | 1,897 | $218.4K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,904 | $219.2K | 0.03% | −13,578−87.7% | Reduced |
| GTS Securities LLC | 1,910 | $219.9K | 0.00% | −495−20.6% | Reduced |
| Evergreen Capital Management LLC | 1,927 | $221.8K | 0.00% | −61−3.1% | Reduced |
| Versant Capital Management, Inc | 1,941 | $223.4K | 0.02% | +291+17.6% | Added |
| Knollwood Investment Advisory, LLC | 1,980 | $227.9K | 0.02% | 00.0% | Unchanged |
| Landaas & Co | 2,000 | $230.2K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $230.2K | 0.02% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 2,005 | $230.8K | 0.17% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,969 | $232.7K | 0.00% | −225−10.3% | Reduced |
| Southern Financial Group, LLC | 2,021 | $232.7K | 0.06% | −238−10.5% | Reduced |
| Drive Wealth Management, LLC | 2,023 | $232.9K | 0.04% | +2,023 | New |
| HBW Advisory Services LLC | 2,031 | $233.8K | 0.02% | +15+0.7% | Added |
| Institute for Wealth Management, LLC. | 2,034 | $234.1K | 0.02% | −103−4.8% | Reduced |
| Abundance Wealth Counselors | 2,046 | $235.5K | 0.02% | −504−19.8% | Reduced |
| Ground Swell Capital, LLC | 2,054 | $236.4K | 0.26% | +2,054 | New |
| Lake Street Financial LLC | 2,057 | $236.8K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 2,006 | $238.7K | 0.10% | −30−1.5% | Reduced |
| Holistic Planning, LLC | 2,082 | $239.6K | 0.04% | +2,082 | New |
| StoneX Group Inc. | 2,097 | $241.4K | 0.01% | +2,097 | New |
| S-Bank Fund Management Ltd | 2,098 | $241.5K | 0.03% | +2,098 | New |
| Cigna Investments Inc | 2,109 | $243.0K | 0.03% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 2,115 | $243.5K | 0.02% | −83−3.8% | Reduced |
| Welch Group, LLC | 2,118 | $243.8K | 0.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,124 | $244.5K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,130 | $245.2K | 0.00% | +2,130 | New |
| Ossiam | 2,130 | $245.2K | 0.00% | +2,130 | New |
| Davenport & Co LLC | 2,131 | $245.3K | 0.00% | −99−4.4% | Reduced |
| Hudson Value Partners, LLC | 2,135 | $245.8K | 0.06% | +2,135 | New |
| Chicago Trust Co NA | 2,155 | $248.1K | 0.04% | +11+0.5% | Added |
| Soltis Investment Advisors LLC | 2,164 | $249.1K | 0.01% | +435+25.2% | Added |
| CoreCap Advisors, LLC | 2,175 | $250.3K | 0.01% | +41+1.9% | Added |
| Net Worth Advisory Group | 2,175 | $250.3K | 0.06% | −928−29.9% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 2,188 | $251.9K | 0.00% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 2,196 | $252.8K | 0.19% | +410+23.0% | Added |
| Thoroughbred Financial Services, LLC | 2,201 | $253.0K | 0.01% | −80−3.5% | Reduced |
| Kathmere Capital Management, LLC | 2,215 | $255.0K | 0.01% | +2,215 | New |
| National Asset Management, Inc. | 2,186 | $256.9K | 0.01% | +2,186 | New |
| Modera Wealth Management, LLC | 2,235 | $257.3K | 0.00% | −2−0.1% | Reduced |
| Investment Research Partners LLC | 2,239 | $257.7K | 0.09% | +362+19.3% | Added |
| Blue Capital, Inc. | 2,249 | $258.9K | 0.16% | +2,249 | New |
| Pullen Investment Management, LLC | 2,265 | $260.7K | 0.12% | +93+4.3% | Added |
| Acropolis Investment Management, LLC | 2,265 | $260.7K | 0.01% | −859−27.5% | Reduced |
| Johnson Investment Counsel Inc | 2,268 | $261.1K | 0.00% | +3+0.1% | Added |
| Field & Main Bank | 2,278 | $262.2K | 0.05% | −1,185−34.2% | Reduced |
| Fielder Capital Group LLC | 2,303 | $265.1K | 0.06% | −180−7.2% | Reduced |
| PFG Investments, LLC | 2,307 | $265.6K | 0.01% | +388+20.2% | Added |
| Benedict Financial Advisors Inc | 2,314 | $266.3K | 0.05% | −34−1.4% | Reduced |
| Everpar Advisors LLC | 2,328 | $268.0K | 0.08% | −249−9.7% | Reduced |
| Roman Butler Fullerton & Co | 2,182 | $269.4K | 0.06% | −127−5.5% | Reduced |
| Poehling Capital Management, LLC | 2,343 | $269.7K | 0.06% | +2,343 | New |
| Templeton & Phillips Capital Management, LLC | 2,351 | $270.6K | 0.20% | −137−5.5% | Reduced |
| Level Four Advisory Services, LLC | 2,355 | $271.1K | 0.01% | +11+0.5% | Added |
| Alps Advisors Inc | 2,366 | $272.4K | 0.00% | +2,366 | New |
| RFG Advisory, LLC | 2,369 | $272.6K | 0.00% | +149+6.7% | Added |
| Strata Wealth Advisors, LLC | 2,397 | $275.9K | 0.07% | +29+1.2% | Added |
| C M Bidwell & Associates Ltd | 2,398 | $276.0K | 0.11% | +314+15.1% | Added |
| PKS Advisory Services, LLC | 2,401 | $276.4K | 0.04% | +2,401 | New |
| DRW Securities, LLC | 2,403 | $276.6K | 0.02% | +2,403 | New |
| Summit Financial, LLC | 2,432 | $279.9K | 0.00% | +285+13.3% | Added |
| Tempo Wealth, LLC | 2,432 | $280.0K | 0.04% | +10+0.4% | Added |
| Home Federal Bank of Tennessee | 2,439 | $280.8K | 0.06% | +2,439 | New |
| Legacy Financial Independent Advisors LLC | 2,440 | $280.9K | 0.13% | −50−2.0% | Reduced |
| Alpha Family Trust | 2,450 | $282.0K | 0.11% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,457 | $282.8K | 0.02% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 2,457 | $282.8K | 0.09% | +2,457 | New |
| Northwest Wealth Management, LLC | 2,475 | $284.9K | 0.04% | −363−12.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,478 | $285.3K | 0.00% | +526+26.9% | Added |
| Aspire Private Capital, LLC | 2,492 | $286.8K | 0.06% | −398−13.8% | Reduced |
| Aaron Wealth Advisors | 2,533 | $291.6K | 0.01% | −2,166−46.1% | Reduced |
| Daymark Wealth Partners, LLC | 2,533 | $291.6K | 0.01% | −168−6.2% | Reduced |
| Wesbanco Bank Inc | 2,535 | $291.8K | 0.01% | +310+13.9% | Added |
| Advisory Resource Group | 2,561 | $294.8K | 0.04% | +52+2.1% | Added |
| Mainsail Asset Management, LLC | 2,356 | $296.3K | 0.12% | +2,356 | New |
| Weaver Capital Management LLC | 2,508 | $297.8K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,590 | $298.1K | 0.00% | +82+3.3% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,609 | $300.3K | 0.05% | −408−13.5% | Reduced |
| Tocqueville Asset Management L.P. | 2,620 | $301.6K | 0.00% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 2,628 | $302.5K | 0.19% | +415+18.8% | Added |
| Great Valley Advisor Group, Inc. | 2,654 | $305.1K | 0.00% | +101+4.0% | Added |
| Kera Capital Partners, Inc. | 2,655 | $305.6K | 0.03% | −1,385−34.3% | Reduced |
| Fiduciary Alliance LLC | 2,656 | $305.7K | 0.02% | +2,656 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,666 | $306.9K | 0.05% | −654−19.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,686 | $309.2K | 0.02% | −125−4.4% | Reduced |