DOSSIER · 13F Holders · Q1 2026Consumer Cyclical · Retail-Variety Stores
DG

DOLLAR GEN CORP NEW

1,191 institutions still hold DOLLAR GEN CORP NEW as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 256677105·Retail-Variety Stores·1,191 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$14.7B
visible holders
Holders
1,191
filers reporting
Concentration
20.48%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

Old National Bancorp added 1,828 shares of Dollar General this quarter — and its position's reported dollar value fell anyway, because the stock's own price gave back ground over the stretch. The same contradiction shows up at KWMG, Eagle Rock Investment Company and Crossmark Global Holdings: all four firms bought more shares, all four show a smaller dollar position than three months ago. That's the texture beneath a much bigger move at the top of the register: Swedbank AB, still Dollar General's largest tracked holder at 23% of the $236 million in institutional value 13F Insight can see, cut its stake by 22% in shares — a genuine, unambiguous sale. ZWJ Investment Counsel moved the other way with real conviction, adding 6.5% to remain the third-largest holder, and Burney Co. more than doubled its stake, though it remains a small position. With 145 institutions holding Dollar General, no single trade defines the quarter — but the largest holder heading for the exits while a price decline quietly erodes even the buyers' gains is the more interesting story than either fact alone.

The more consequential move happened at the top of the register. Swedbank AB, Dollar General's largest tracked institutional holder at roughly 23% of the $236 million in institutional value 13F Insight can see, cut its position by 22% in shares — from 608,408 down to 471,981 — a sale large enough on its own to move the stock's aggregate institutional picture. Fort Washington Investment Advisors, the second-largest holder at 14% of tracked value, made only a token trim (320 shares out of 289,169), effectively holding steady. PensionDanmark cut even harder in percentage terms, roughly halving its stake from 114,725 to 55,255 shares.

Set against that selling, a handful of holders built real conviction. ZWJ Investment Counsel, already the third-largest holder, added 9,495 shares (up 6.5%) to reach $17.8 million — one of the larger dollar buys of the quarter among names with real size. Burney Co. moved further in percentage terms than anyone: its stake grew from 8,424 to 20,092 shares, up 139%, though the resulting $2.3 million position remains modest next to Swedbank's or Fort Washington's. SteelPeak Wealth and Merit Financial Group both added at a smaller scale (up roughly 28% and 20% in shares respectively).

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$3.0B25.4M0.05%Q1 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$1.7B14.3M0.04%Q1 2026
03
STATE STREET CORP
CIK 0000093751
$1.3B11.2M0.05%Q1 2026
04
Vanguard Portfolio Management
CIK 0002100121· Index
$1.3B10.9M0.07%Q1 2026
05
PZENA INVESTMENT MANAGEMENT LLC
CIK 0001027796
$819M6.9M2.66%Q1 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$695M5.9M0.04%Q1 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$691M5.8M0.04%Q1 2026
08
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$610M5.2M0.28%Q1 2026
09
First Eagle Investment Management, LLC
CIK 0001325447
$529M4.5M0.90%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$513M4.3M0.03%Q1 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$442M3.7M0.03%Q1 2026
12
GOLDMAN SACHS GROUP INC
CIK 0000886982
$424M3.6M0.05%Q1 2026
13
BAILLIE GIFFORD & CO
CIK 0001088875
$374M3.2M0.38%Q1 2026
14
CITADEL ADVISORS LLC
CIK 0001423053
$351M2.6M0.05%Q4 2025
15
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$341M2.9M0.18%Q1 2026
16
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$332M2.8M0.07%Q1 2026
17
FRANKLIN RESOURCES INC
CIK 0000038777
$326M2.7M0.08%Q1 2026
18
Invesco Ltd.
CIK 0000914208
$326M2.7M0.03%Q1 2026
19
ROYAL BANK OF CANADA
CIK 0001000275
$323M2.7M0.06%Q1 2026
20
Allianz Asset Management GmbH
CIK 0001535323
$275M2.3M0.29%Q1 2026
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Insiders at DOLLAR GEN CORP NEW
Hicks Gregory HRowland David PSandler Debra A.Santana Ralph EChadwick Ana MariaTaylor RhondaWest Roderick JWenkoff Carman R