Institutional Ownership Dollar General Corp (DG)
This table provides information about the institutional ownership of Dollar General Corp (DG). We have compiled data on the 1,173 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3
shares
|
$345
0.0% of portfolio
|
Q1 2023
New holding
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
3
shares
|
$345
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$345
0.0% of portfolio
|
Q4 2023
New holding
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$345
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
3
shares
|
$345
0.0% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
3
shares
|
$345
0.0% of portfolio
|
Q2 2025
New holding
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$230
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
2
shares
|
$230
0.0% of portfolio
|
Q2 2025
New holding
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2
shares
|
$230
0.0% of portfolio
|
Q1 2025
New holding
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$115
0.0% of portfolio
|
Q3 2024
New holding
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$115
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1
shares
|
$115
0.0% of portfolio
|
Q1 2025
Reduced 93.33%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1
shares
|
$115
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1
shares
|
$115
0.0% of portfolio
|
Q1 2025
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|