DOLLAR GEN CORP (DG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| KWMG, LLC | $7.4M | 62,183 | 0.54% | 12q | +2.6%+$185.3K |
| REINHART PARTNERS, LLC. | $4.7M | 39,491 | 0.11% | 10q | -16.0%-$898.8K |
| Avidian Wealth Enterprises, LLC | $3.1M | 26,089 | 0.09% | 3q | +1.6%+$47.8K |
| Horrell Capital Management, Inc. | $2.3M | 19,288 | 1.22% | 32q | -4.3%-$103.6K |
| GAMMA Investing LLC | $1.5M | 12,272 | 0.05% | 12q | +6.7%+$91.7K |
| Gradient Investments LLC | $1.1M | 9,187 | 0.02% | 6q | +12.4%+$121.0K |
| Everhart Financial Group, Inc. | $1.1M | 9,026 | 0.07% | 8q | +2.9%+$30.4K |
| Farther Finance Advisors, LLC | $870.2K | 7,277 | 0.01% | 16q | -1.8%-$16.0K |
| Wedmont Private Capital | $853.2K | 6,866 | 0.02% | 7q | +15.1%+$112.2K |
| STEPH & CO | $574.2K | 4,802 | 0.15% | 8q | +10.0%+$52.1K |
| Legacy Wealth Asset Management, LLC | $512.6K | 4,287 | 0.11% | 17q | -8.6%-$48.1K |
| Byrne Asset Management LLC | $491.5K | 4,133 | 0.27% | 6q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $424.7K | 3,552 | 0.11% | new | NEW |
| Versant Capital Management, Inc | $422.6K | 3,534 | 0.04% | 32q | +82.1%+$190.5K |
| MOODY NATIONAL BANK TRUST DIVISION | $406.2K | 3,397 | 0.03% | 32q | +4.9%+$18.9K |
| LAWOOD & CO | $404.2K | 3,380 | 0.28% | 4q | HELD |
| RIVERSEDGE ADVISORS, LLC | $335.0K | 2,802 | 0.04% | new | NEW |
| Allen Mooney & Barnes Investment Advisors LLC | $318.9K | 2,667 | 0.05% | 12q | HELD |
| Meadowbrook Wealth Management, LLC | $287.6K | 2,405 | 0.30% | new | NEW |
| BENEDICT FINANCIAL ADVISORS INC | $277.5K | 2,321 | 0.06% | 14q | HELD |
| CoreCap Advisors, LLC | $273.1K | 2,283 | 0.01% | 9q | +5.0%+$12.9K |
| Plan A Wealth LLC | $255.5K | 2,137 | 0.09% | 2q | +16.3%+$35.9K |
| TOMPKINS FINANCIAL CORP | $239.2K | 2,000 | 0.02% | 9q | HELD |
| Valeo Financial Advisors, LLC | $237.5K | 1,986 | 0.01% | new | NEW |
| Acropolis Investment Management, LLC | $219.4K | 1,835 | 0.01% | 21q | -65.9%-$423.6K |
| MassMutual Private Wealth & Trust, FSB | $127.4K | 1,065 | 0.00% | 26q | -0.8%-$1.1K |
| Central Pacific Bank - Trust Division | $99.3K | 830 | 0.01% | 3q | HELD |
| Border to Coast Pensions Partnership Ltd | $56.2K | 470,586 | 0.77% | 6q | +10.1%+$5.2K |
| Rosenberg Matthew Hamilton | $44.6K | 373 | 0.01% | 6q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $32.6K | 273 | 0.01% | 5q | +582.5%+$27.9K |
| Bank & Trust Co | $23.9K | 200 | 0.02% | 10q | HELD |
| Trust Co | $12.9K | 108 | 0.00% | 4q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $12.9K | 107 | 0.00% | 12q | +282.1%+$9.5K |
| GoalVest Advisory LLC | $9.3K | 78 | 0.00% | new | NEW |
| Grove Bank & Trust | $7.7K | 64 | 0.00% | 16q | HELD |
| Marquette Asset Management, LLC | $5.6K | 47 | 0.00% | 5q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $4.4K | 37 | 0.00% | 4q | HELD |
| Planning Strategies Inc. | $1.7K | 14 | 0.00% | 2q | -36.4% |
| Retirement Wealth Solutions LLC | $957 | 8 | 0.00% | 5q | -11.1% |
| Davis Capital Management | $717 | 6 | 0.00% | 4q | HELD |
| CX Institutional | $389 | 3,253 | 0.01% | 7q | +4.5% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 4.9% |
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.2% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-28 | 2026-08-25 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 39 | $29.0M | 242,410 | 5 | 13 | 8 | 0.0% |
| Q2 2026 | 1,138 | $27.7B | 232,404,436 | 111 | 414 | 400 | 3.6% |
| Q1 2026 | 1,156 | $26.8B | 217,740,084 | 122 | 433 | 364 | 3.5% |
| Q4 2025 | 1,177 | $30.9B | 217,559,013 | 179 | 392 | 357 | 6.6% |
| Q3 2025 | 1,070 | $23.2B | 211,307,163 | 137 | 409 | 307 | 5.8% |
| Q2 2025 | 1,035 | $25.7B | 207,684,588 | 203 | 367 | 298 | 7.7% |
| Q1 2025 | 924 | $20.0B | 207,802,948 | 135 | 358 | 262 | 8.4% |
| Q4 2024 | 911 | $17.4B | 206,534,144 | 105 | 325 | 311 | 10.3% |
| Q3 2024 | 927 | $19.0B | 205,233,284 | 98 | 315 | 352 | 8.7% |
| Q2 2024 | 1,054 | $30.1B | 205,828,401 | 82 | 304 | 451 | 9.5% |
| Q1 2024 | 1,114 | $35.5B | 212,211,043 | 111 | 392 | 394 | 6.8% |
| Q4 2023 | 1,126 | $30.5B | 207,663,596 | 158 | 319 | 441 | 7.4% |
| Q3 2023 | 1,041 | $22.6B | 197,336,394 | 128 | 368 | 396 | 7.6% |
| Q2 2023 | 1,169 | $35.8B | 203,329,336 | 113 | 404 | 462 | 3.3% |
| Q1 2023 | 1,247 | $45.6B | 211,424,449 | 117 | 419 | 445 | 2.3% |
| Q4 2022 | 1,278 | $52.1B | 204,561,662 | 80 | 465 | 389 | 3.3% |
| Q3 2022 | 1,272 | $51.3B | 207,621,682 | 123 | 427 | 405 | 2.8% |
| Q2 2022 | 1,237 | $53.0B | 210,016,708 | 130 | 408 | 450 | 2.8% |
| Q1 2022 | 1,210 | $48.8B | 213,040,617 | 82 | 406 | 459 | 2.8% |
| Q4 2021 | 1,240 | $53.4B | 220,288,014 | 105 | 411 | 390 | 2.8% |
| Q3 2021 | 1,146 | $46.8B | 215,962,068 | 80 | 408 | 393 | 2.1% |
| Q2 2021 | 1,150 | $47.7B | 215,694,266 | 88 | 399 | 429 | 2.1% |
| Q1 2021 | 1,179 | $45.1B | 217,020,168 | 125 | 443 | 412 | 2.4% |
| Q4 2020 | 1,203 | $48.1B | 222,736,358 | 97 | 441 | 382 | 2.2% |
| Q3 2020 | 1,122 | $48.6B | 227,550,697 | 112 | 402 | 378 | 2.0% |
| Q2 2020 | 1,091 | $44.8B | 231,206,694 | 188 | 362 | 364 | 1.7% |
| Q1 2020 | 972 | $36.5B | 239,264,028 | 104 | 328 | 388 | 1.3% |
| Q4 2019 | 986 | $38.2B | 240,452,580 | 69 | 314 | 361 | 2.0% |
| Q3 2019 | 917 | $38.7B | 239,102,817 | 107 | 300 | 343 | 1.8% |
| Q2 2019 | 862 | $33.6B | 243,803,282 | 89 | 262 | 347 | 2.2% |
| Q1 2019 | 857 | $30.4B | 249,969,283 | 105 | 309 | 274 | 2.1% |
| Q4 2018 | 800 | $28.6B | 261,212,599 | 10 | 19 | 13 | 1.4% |