Who owns Dollar General (DG)
Which tracked institutional funds hold DG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
189 tracked funds added or opened DG while 304 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes DG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1065 tracked filers holding DG, 513 increased or opened the position and 603 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 43
- Sunriver Management LLC$38M
- Estuary Capital Management LP$38M
- Freestone Grove Partners LP$37M
- Broad Bay Capital Management, LP$28M
- TIAA Wealth Investment Management LLC$13M
- Cinctive Capital Management LP$12M
Full exits 101
- SG Americas Securities, LLC$185M
- BESSEMER GROUP INC$133M
- Pacer Advisors, Inc.$118M
- LSV ASSET MANAGEMENT$95M
- NATIXIS ADVISORS, LLC$67M
- Amundi$60M
Largest adds
- PZENA INVESTMENT MANAGEMENT LLC$358M
- Invesco Ltd.$216M
- BlackRock, Inc.$179M
- NORDEA INVESTMENT MANAGEMENT AB$167M
- Caisse de depot et placement du Quebec$124M
- BALYASNY ASSET MANAGEMENT L.P.$106M
Largest trims
- JPMORGAN CHASE & CO$588M
- Robeco Institutional Asset Management B.V.$239M
- ROYAL BANK OF CANADA$155M
- WORLDQUANT MILLENNIUM ADVISORS LLC$148M
- MARSHALL WACE, LLP$117M
- AQR CAPITAL MANAGEMENT LLC$96M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 22,967,085 | $2.6B | 12.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 14,390,108 | $1.7B | 7.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 11,534,271 | $1.3B | 6.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 10,721,256 | $1.2B | 5.8% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC added | 10,222,060 | $1.2B | 5.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,933,054 | $680M | 3.2% | 2026-Q2 |
| Invesco Ltd. added | 4,561,089 | $525M | 2.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 4,527,793 | $514M | 2.4% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 4,500,001 | $518M | 2.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,907,161 | $450M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,347,666 | $385M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,232,481 | $372M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,108,058 | $358M | 1.7% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 3,093,004 | $358M | 1.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 2,991,013 | $344M | 1.6% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 2,897,946 | $334M | 1.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 2,852,486 | $328M | 1.5% | 2026-Q2 |
| Allianz Asset Management GmbH added | 2,648,366 | $311M | 1.5% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 2,591,286 | $298M | 1.4% | 2026-Q2 |
| UBS Group AG added | 2,285,582 | $263M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,220,931 | $256M | 1.2% | 2026-Q2 |
| Holocene Advisors, LP added | 2,087,289 | $240M | 1.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,840,544 | $212M | 1.0% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 1,786,391 | $206M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,760,628 | $203M | 1.0% | 2026-Q2 |
| ACR Alpine Capital Research, LLC added | 1,727,299 | $199M | 0.9% | 2026-Q2 |
| NORGES BANK trimmed | 1,541,181 | $177M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,461,183 | $168M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 1,448,222 | $167M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,410,932 | $162M | 0.8% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,365,405 | $157M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,299,585 | $150M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 1,284,607 | $148M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,236,927 | $142M | 0.7% | 2026-Q2 |
| Alecta Tjanstepension Omsesidigt added | 1,213,600 | $140M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,193,223 | $137M | 0.6% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 1,183,103 | $136M | 0.6% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 1,182,965 | $136M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 996,575 | $115M | 0.5% | 2026-Q2 |
| Man Group plc added | 978,777 | $113M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 936,848 | $108M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 930,253 | $107M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 912,503 | $107M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 903,646 | $108M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 888,521 | $102M | 0.5% | 2026-Q2 |
| EQUITY INVESTMENT CORP added | 882,256 | $102M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 878,174 | $101M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 869,372 | $100M | 0.5% | 2026-Q2 |
| Markel Group Inc. | 869,250 | $100M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 798,382 | $94M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 727,944 | $84M | 0.4% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 717,210 | $83M | 0.4% | 2026-Q2 |
| FLOSSBACH VON STORCH SE added | 705,223 | $81M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 701,119 | $81M | 0.4% | 2026-Q2 |
| National Pension Service added | 666,612 | $77M | 0.4% | 2026-Q2 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC added | 665,307 | $77M | 0.4% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 660,626 | $76M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 651,378 | $75M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 649,633 | $75M | 0.4% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 638,681 | $74M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 621,200 | $72M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 611,196 | $70M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 609,120 | $70M | 0.3% | 2026-Q2 |
| Sather Financial Group Inc added | 586,782 | $68M | 0.3% | 2026-Q2 |
| Employees Provident Fund Board | 585,851 | $67M | 0.3% | 2026-Q2 |
| Cornerstone Investment Partners, LLC added | 559,756 | $64M | 0.3% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 543,849 | $63M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 535,970 | $62M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 527,019 | $61M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 526,638 | $61M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 516,174 | $59M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 515,961 | $59M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 497,211 | $57M | 0.3% | 2026-Q2 |
| STRS OHIO trimmed | 491,856 | $57M | 0.3% | 2026-Q2 |
| FMR LLC trimmed | 489,464 | $56M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 486,087 | $56M | 0.3% | 2026-Q2 |
| Swedbank AB trimmed | 471,981 | $54M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 468,397 | $54M | 0.3% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 442,073 | $51M | 0.2% | 2026-Q2 |
| CINCINNATI INSURANCE CO | 436,567 | $50M | 0.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 435,867 | $50M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 435,687 | $50M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 422,516 | $49M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 422,033 | $49M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 421,962 | $49M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 411,082 | $47M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 408,362 | $47M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 400,579 | $46M | 0.2% | 2026-Q2 |
| Magellan Asset Management Ltd trimmed | 398,171 | $46M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 366,699 | $42M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 364,607 | $42M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 356,532 | $41M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 346,504 | $40M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 339,322 | $39M | 0.2% | 2026-Q2 |
| Fiera Capital Corp trimmed | 335,906 | $39M | 0.2% | 2026-Q2 |
| Sunriver Management LLC new | 333,053 | $38M | 0.2% | 2026-Q2 |
| Estuary Capital Management LP added | 328,830 | $38M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 324,941 | $37M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 324,463 | $37M | 0.2% | 2026-Q2 |
| Erste Asset Management GmbH trimmed | 320,074 | $38M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.