| 0.06% |
| 4 | STATE STREET CORP | 10.7M | $1.23B | -4.1% | 4.860% | 0.02% |
| 5 | PZENA INVESTMENT MANAGEMENT LLC | 10.2M | $1.18B | +48.2% | 4.634% | 3.45% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 5.9M | $680.3M | +1.5% | 2.690% | 0.04% |
| 7 | Invesco Ltd. | 4.6M | $525.0M | +66.2% | 2.068% | 0.04% |
| 8 | First Eagle Investment Management, LLC | 4.5M | $518.0M | +1.0% | 2.040% | 0.43% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 4.5M | $514.2M | -12.3% | 2.053% | 0.18% |
| 10 | MORGAN STANLEY | 3.9M | $449.8M | -9.6% | 1.771% | 0.02% |
| 11 | BANK OF AMERICA CORP /DE/ | 3.3M | $385.3M | -10.1% | 1.518% | 0.02% |
| 12 | GOLDMAN SACHS GROUP INC | 3.3M | $379.3M | -7.7% | 1.494% | 0.03% |
| 13 | NORDEA INVESTMENT MANAGEMENT AB | 3.1M | $358.0M | +89.3% | 1.402% | 0.29% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $357.8M | +11.0% | 1.409% | 0.06% |
| 15 | FRANKLIN RESOURCES INC | 3.0M | $344.3M | +8.9% | 1.356% | 0.07% |
| 16 | BAILLIE GIFFORD & CO | 2.9M | $333.6M | -8.1% | 1.314% | 0.30% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.9M | $328.3M | -0.5% | 1.293% | 0.15% |
| 18 | Life Cycle Investment Partners Ltd | 2.6M | $298.3M | +14.9% | 1.175% | 1.39% |
| 19 | UBS Group AG | 2.4M | $279.1M | +18.4% | 1.099% | 0.04% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.3M | $266.3M | +3.4% | 1.049% | 0.02% |
| 21 | NORTHERN TRUST CORP | 2.2M | $255.7M | +2.6% | 1.007% | 0.03% |
| 22 | Holocene Advisors, LP | 2.1M | $240.3M | +78.6% | 0.946% | 0.54% |
| 23 | Allianz Asset Management GmbH | 2.0M | $233.1M | -12.4% | 0.918% | 0.10% |
| 24 | CITADEL ADVISORS LLC | 1.9M | $222.7M | +96.3% | 0.877% | 0.01% |
| 25 | JANE STREET GROUP, LLC | 1.9M | $221.0M | +339.2% | 0.870% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DG — a direct measure of their conviction.
| 96.90% |
| 0.14 pp |
| $18.05B |
| +9.5% |
| Q4 2024 | 877 | 1.1% | 97.04% | 102.95 pp | $16.48B | 73% |
| Q3 2024 | 887 | — | 199.99% | — | $61.66B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
104 institutions opened new positions in DG during Q2 2026, while 128 fully exited. 326 added to existing positions and 669 trimmed.
DG institutional ownership fell by 0.79 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 43.4% of all reported 13F value in DG, and the top 25 account for 61.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Dollar General Corporation (DG) Institutional Ownership