Dollar General (DG) Institutional Ownership

$137.93
-3.02 (-2.14%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Dollar General (NYSE:DG)

Current
Institutional Ownership
Percentage
91.77%
Number of
Institutional Buyers
(last 12 months)
729
Total
Institutional Inflows
(last 12 months)
$9.96B
Number of
Institutional Sellers
(last 12 months)
541
Total
Institutional Outflows
(last 12 months)
$4.14B
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DG Institutional Buying and Selling by Quarter

Dollar General Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024UniSuper Management Pty Ltd8,705$1.36M0.0%+310.2%0.004%
5/13/2024Texas Capital Bank Wealth Management Services Inc50,990$7.96M0.9%+57.8%0.023%
5/13/2024Texas Capital Bancshares Inc TX6,309$985K0.4%-28.8%0.003%
5/13/2024O Shaughnessy Asset Management LLC13,260$2.07M0.0%+22.5%0.006%
5/13/2024PAX Financial Group LLC4,339$677K0.1%-8.7%0.002%
5/11/2024 Covestor Ltd826$130K0.1%+118.5%0.000%
5/11/2024 Cynosure Group LLC2,251$351K0.1%N/A0.001%
5/11/2024 Ironwood Investment Counsel LLC22,217$3.47M0.6%+133.9%0.010%
5/11/2024 Catalytic Wealth RIA LLC3,770$588K0.1%-11.2%0.002%
5/11/2024 Chiron Capital Management LLC10,400$1.62M1.5%-12.6%0.005%
5/10/2024 Osaic Holdings Inc.59,480$9.28M0.0%-45.4%0.027%
5/10/2024 TIAA Trust National Association125,170$19.53M0.1%+34.2%0.057%
5/10/2024 Vanguard Group Inc.24,984,980$3.90B0.1%-0.3%11.374%
5/10/2024 Intech Investment Management LLC11,719$1.83M0.0%+4.5%0.005%
5/10/2024 Clearstead Trust LLC394$61K0.0%-85.0%0.000%
5/10/2024 Nicolet Advisory Services LLC1,773$272K0.0%-20.6%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp122,164$19.07M0.0%-7.1%0.056%
5/10/2024 Tocqueville Asset Management L.P.21,335$3.33M0.1%-29.7%0.010%
5/10/2024 Gratus Wealth Advisors LLC5,440$792K0.1%+72.0%0.002%
5/9/2024 Great Lakes Retirement Inc.5,304$828K0.1%+4.4%0.002%
5/9/2024 Orion Portfolio Solutions LLC27,623$4.31M0.0%+40.4%0.013%
5/9/2024 Blair William & Co. IL20,302$3.17M0.0%+380.3%0.009%
5/9/2024 Coho Partners Ltd.1,093,345$170.63M4.2%-6.0%0.498%
5/9/2024 Kingsview Wealth Management LLC1,319$206K0.0%-15.3%0.001%
5/9/2024 HBK Sorce Advisory LLC13,092$2.04M0.1%+4.4%0.006%
5/9/2024 Beacon Investment Advisory Services Inc.1,393$217K0.0%-6.6%0.001%
5/9/2024 TBH Global Asset Management LLC17,082$2.67M0.5%+1.1%0.008%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.282,320$44.09M0.1%+18.4%0.129%
5/9/2024 Souders Financial Advisors7,591$1.19M0.2%+7.9%0.003%
5/9/2024 State Board of Administration of Florida Retirement System255,257$39.84M0.1%+7.3%0.116%
5/9/2024 Dearborn Partners LLC7,088$1.11M0.0%+7.2%0.003%
5/9/2024 Patton Fund Management Inc.1,404$219K0.0%N/A0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.21,281$3.32M0.0%-0.4%0.010%
5/8/2024 Bleakley Financial Group LLC9,361$1.46M0.0%+185.0%0.004%
5/8/2024 Baron Wealth Management LLC2,247$351K0.2%+9.9%0.001%
5/8/2024 ProShare Advisors LLC27,534$4.30M0.0%-2.4%0.013%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS48,186$7.52M0.1%+0.3%0.022%
5/8/2024 Avantax Advisory Services Inc.8,592$1.34M0.0%-10.1%0.004%
5/8/2024 US Bancorp DE33,235$5.19M0.0%+5.7%0.015%
5/8/2024 Russell Investments Group Ltd.87,921$13.72M0.0%+24.7%0.040%
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5/8/2024 Qsemble Capital Management LP11,286$1.76M0.4%+12.7%0.005%
5/8/2024 QRG Capital Management Inc.5,381$840K0.0%-67.3%0.002%
5/8/2024 Headlands Technologies LLC667$104K0.0%-43.7%0.000%
5/8/2024 Inspire Investing LLC2,842$444K0.0%-12.8%0.001%
5/8/2024 Inspire Advisors LLC3,076$480K0.1%+4.7%0.001%
5/8/2024 Thoroughbred Financial Services LLC3,829$597K0.1%-21.7%0.002%
5/7/2024 Capital Square LLC1,377$215K0.2%N/A0.001%
5/7/2024 Meeder Advisory Services Inc.1,821$284K0.0%N/A0.001%
5/7/2024 Meeder Asset Management Inc.4,053$633K0.0%N/A0.002%
5/7/2024 NorthRock Partners LLC2,821$440K0.0%-6.8%0.001%
5/7/2024 Fiduciary Family Office LLC4,622$721K0.3%+68.6%0.002%
5/7/2024 Sei Investments Co.157,449$24.57M0.0%-3.7%0.072%
5/7/2024 GW Henssler & Associates Ltd.153,249$23.92M1.4%+53.0%0.070%
5/7/2024 Chilton Capital Management LLC1,918$299K0.0%-12.1%0.001%
5/7/2024 Concurrent Investment Advisors LLC8,753$1.37M0.1%+215.9%0.004%
5/7/2024 Significant Wealth Partners LLC2,253$352K0.2%-58.7%0.001%
5/7/2024 Anchor Capital Advisors LLC5,069$791K0.0%-11.7%0.002%
5/7/2024Susquehanna Fundamental Investments LLC101,859$15.90M0.7%N/A0.046%
5/7/2024 Heartland Advisors Inc.67,040$10.46M0.5%-27.7%0.031%
5/7/2024 Swiss National Bank657,400$102.59M0.1%-4.2%0.299%
5/7/2024 Forsta AP Fonden43,500$6.79M0.1%+10.7%0.020%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.3,000$468K0.2%-25.0%0.001%
5/7/2024 Equity Investment Corp588,966$91.91M2.3%+5.9%0.268%
5/7/2024 Oppenheimer Asset Management Inc.31,294$4.88M0.1%-32.6%0.014%
5/7/2024 Oppenheimer & Co. Inc.3,267$510K0.0%-8.3%0.001%
5/7/2024 Brooklyn Investment Group1,916$301K0.1%+26.4%0.001%
5/7/2024 Hilltop National Bank3,717$580K0.2%N/A0.002%
5/7/2024 SG Americas Securities LLC328,761$51.31M0.2%+13.5%0.150%
5/7/2024 Empowered Funds LLC3,424$534K0.0%-95.1%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.19,776$3.09M0.0%+31.9%0.009%
5/6/2024 Empirical Finance LLC8,219$1.28M0.1%+3.3%0.004%
5/6/2024 Mawer Investment Management Ltd.475,965$74.28M0.3%-10.7%0.217%
5/6/2024 Flossbach Von Storch AG1,110,485$173.30M0.8%-14.1%0.506%
5/6/2024 Texas Permanent School Fund Corp45,372$7.08M0.1%+1.1%0.021%
5/4/2024 SPC Financial Inc.1,738$271K0.0%+6.1%0.001%
5/3/2024 Pzena Investment Management LLC1,933,475$301.74M1.0%N/A0.880%
5/3/2024 Markel Group Inc.675,250$105.38M1.0%+3.2%0.307%
5/3/2024 Chevy Chase Trust Holdings LLC121,675$18.99M0.1%-0.9%0.055%
5/3/2024 GSA Capital Partners LLP6,831$1.07M0.1%+94.2%0.003%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S5,221$815K0.0%-2.9%0.002%
5/3/2024 Boomfish Wealth Group LLC5,148$803K0.5%+4.9%0.002%
5/3/2024 Cincinnati Insurance Co.130,293$20.33M0.3%+136.9%0.059%
5/3/2024 Cincinnati Specialty Underwriters Insurance CO12,500$1.95M0.6%N/A0.006%
5/3/2024 Smith Salley Wealth Management62,692$9.78M0.8%-24.4%0.029%
5/3/2024 Whittier Trust Co. of Nevada Inc.27,574$4.30M0.1%+4.2%0.013%
5/3/2024 Whittier Trust Co.43,925$6.86M0.1%+5.4%0.020%
5/2/2024 First Command Advisory Services Inc.642$100K0.0%-20.3%0.000%
5/2/2024 Financial Counselors Inc.2,341$365K0.0%+5.4%0.001%
5/2/2024 Mutual of America Capital Management LLC28,795$4.49M0.0%-2.1%0.013%
5/2/2024 Daiwa Securities Group Inc.21,701$3.39M0.0%+1.6%0.010%
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5/2/2024 Graypoint LLC2,175$340K0.0%N/A0.001%
5/2/2024 Haverford Trust Co6,614$1.03M0.0%-32.3%0.003%
5/2/2024 GSB Wealth Management LLC1,783$278K0.1%-39.0%0.001%
5/2/2024 Nordea Investment Management AB15,916$2.48M0.0%-9.9%0.007%
5/2/2024 Bryn Mawr Capital Management LLC8,797$1.37M0.1%+164.5%0.004%
5/2/2024 Fidelis Capital Partners LLC2,425$378K0.1%+3.3%0.001%
5/2/2024 Tobam94,713$14.78M1.3%-12.4%0.043%
5/2/2024 Tokio Marine Asset Management Co. Ltd.6,656$1.04M0.1%-7.6%0.003%
5/2/2024 Hunter Associates Investment Management LLC4,503$702K0.1%+9.4%0.002%
5/2/2024 PDS Planning Inc1,294$202K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

DG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DG shares?

During the previous two years, 1,415 institutional investors and hedge funds held shares of Dollar General. The most heavily invested institutionals were Vanguard Group Inc. ($3.90B), BlackRock Inc. ($3.16B), Capital International Investors ($2.54B), Price T Rowe Associates Inc. MD ($2.47B), Capital World Investors ($1.78B), State Street Corp ($1.65B), and Alliancebernstein L.P. ($786.31M).Learn more on DG's institutional investors.

What percentage of Dollar General stock is owned by institutional investors?

91.77% of Dollar General stock is owned by institutional investors. Learn more on DG's institutional investor holdings.

Which institutional investors have been buying Dollar General stock?

Of the 1,219 institutional investors that purchased Dollar General stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($11.45M), Capital International Investors ($9.64M), Capital World Investors ($7.48M), Vanguard Group Inc. ($6.96M), Alliancebernstein L.P. ($2.86M), Longview Partners Guernsey LTD ($2.71M), and Sustainable Growth Advisers LP ($2.59M).

How much institutional buying is happening at Dollar General?

Institutional investors have bought a total of 97,717,521 shares in the last 24 months. This purchase volume represents approximately $16.91B in transactions.

Which Dollar General major shareholders have been selling company stock?

Of the 872 institutional investors that sold Dollar General stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($8.23M), BlackRock Inc. ($1.79M), Principal Financial Group Inc. ($1.71M), FMR LLC ($1.71M), BlueSpruce Investments LP ($1.70M), Boston Partners ($1.39M), and CIBC Private Wealth Group LLC ($1.35M).

How much institutional selling is happening at Dollar General?

Institutional investors have sold a total of 54,231,725 shares in the last 24 months. This volume of shares sold represents approximately $10.18B in transactions.


This page (NYSE:DG) was last updated on 5/13/2024 by MarketBeat.com Staff

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