DOLLAR GEN CORP NEW DG
COM · Common Stock · CUSIP 256677105 · ISIN US2566771059
Discount variety store chain in the USA
- SectorConsumer discretionary
- IndustryRetail-Variety Stores
- HeadquartersGoodlettsville, TN
- Founded1939
- Websitedollargeneral.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($68.6m this quarter). Holder counts are more reliable. Shares outstanding: 220.1m as of 2025-05-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $114.36. Options: 35 managers hold calls ($932.8m notional), 38 hold puts ($1.0bn).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,264 |
| Q4 2022 | 1,273 |
| Q1 2023 | 1,239 |
| Q2 2023 | 1,166 |
| Q3 2023 | 1,038 |
| Q4 2023 | 1,118 |
| Q1 2024 | 1,107 |
| Q2 2024 | 1,049 |
| Q3 2024 | 923 |
| Q4 2024 | 906 |
| Q1 2025 | 916 |
| Q2 2025 | 1,023 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 510 | 660 |
| Q4 2023 | 488 | 579 |
| Q1 2024 | 534 | 531 |
| Q2 2024 | 412 | 610 |
| Q3 2024 | 427 | 582 |
| Q4 2024 | 435 | 474 |
| Q1 2025 | 500 | 391 |
| Q2 2025 | 576 | 399 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $818.8m | $835.8m | 1.02 |
| Q4 2024 | $743.6m | $1.0bn | 1.41 |
| Q1 2025 | $707.2m | $975.3m | 1.38 |
| Q2 2025 | $932.8m | $1.0bn | 1.11 |
Biggest buyers
| BAILLIE GIFFORD & CO | New | +3.4m |
| ROYAL BANK OF CANADA | Added | +2.9m |
| BANK OF AMERICA CORP /DE/ | Added | +2.4m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.5m |
| BlackRock, Inc. | Added | +1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.2m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +1.1m |
| FMR LLC | Added | +792.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +783.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +694.9k |
Biggest sellers
| Capital International Investors | Reduced | -3.3m |
| Longview Partners (Guernsey) LTD | Sold out | -3.3m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.9m |
| MARSHALL WACE, LLP | Reduced | -1.5m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.2m |
| Invesco Ltd. | Reduced | -933.2k |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | -921.6k |
| MIRABELLA FINANCIAL SERVICES LLP | Reduced | -802.4k |
| D. E. Shaw & Co., Inc. | Sold out | -740.5k |
| CITADEL ADVISORS LLC | Reduced | -701.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $145.9m1.3m shares |
| CITADEL ADVISORS LLC | Reduced | $138.3m1.2m shares |
| Squarepoint Ops LLC | Added | $122.0m1.1m shares |
| JANE STREET GROUP, LLC | Added | $65.4m571.6k shares |
| BANK OF AMERICA CORP /DE/ | Added | $62.3m544.9k shares |
| IMC-Chicago, LLC | Reduced | $59.5m520.0k shares |
| Twin Tree Management, LP | Added | $43.0m375.9k shares |
| Qube Research & Technologies Ltd | Added | $38.3m334.7k shares |
| Walleye Trading LLC | Added | $33.5m293.2k shares |
| D. E. Shaw & Co., Inc. | Added | $29.6m259.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $330.8m2.9m shares |
| CITADEL ADVISORS LLC | Reduced | $117.4m1.0m shares |
| JANE STREET GROUP, LLC | Reduced | $83.4m729.2k shares |
| IMC-Chicago, LLC | Added | $58.7m513.2k shares |
| Walleye Trading LLC | Added | $48.2m421.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $35.3m308.4k shares |
| Twin Tree Management, LP | Reduced | $33.7m294.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $32.5m284.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $30.6m267.8k shares |
| Squarepoint Ops LLC | Added | $30.1m263.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 6.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.2% |
Fell to 5% or below in the last year: STATE STREET CORP (4.9%, 2026-08-07), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), PZENA INVESTMENT MANAGEMENT LLC (4.9%, 2026-01-20)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $212.5k | 0 | — | — |
| Q4 2023 | 1 | $110.7k | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 2 | $1.4m | — |
| Q3 2024 | 1 | $121.0k | 2 | $383.1k | — |
| Q4 2024 | 0 | — | 3 | $1.1m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 2 | $1.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-17 | TAYLOR EMILY C EVP & Chief Merchandising Ofc | Sold | $222.5k2.0k shares |
| 2025-06-12 | REARDON KATHLEEN A EVP & Chief People Officer | Sold | $718.3k6.4k shares |
| 2025-04-04 | TAYLOR EMILY C EVP & Chief Merchandising Ofc | Sold | $76.6k809 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 26.8m $3.1bn | Added +384.4k |
| BlackRock, Inc. 0.05% of their portfolio | 22.7m $2.6bn | Added +1.2m |
| PZENA INVESTMENT MANAGEMENT LLC 4.41% of their portfolio | 11.8m $1.4bn | Reduced -921.6k |
| STATE STREET CORP 0.04% of their portfolio | 10.1m $1.1bn | Reduced -12.5k |
| Capital International Investors 0.12% of their portfolio | 6.0m $687.9m | Reduced -3.3m |
| First Eagle Investment Management, LLC 1.37% of their portfolio | 6.0m $683.5m | Reduced -94.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 5.6m $643.4m | Added +7.9k |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 4.9m $564.3m | Added +2.9m |
| MORGAN STANLEY 0.04% of their portfolio | 4.8m $553.6m | Reduced -363.2k |
| ACR Alpine Capital Research, LLC 8.56% of their portfolio | 4.2m $477.9m | Reduced -19.6k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 3.7m $428.4m | Added +2.4m |
| BAILLIE GIFFORD & CO 0.29% of their portfolio | 3.4m $383.8m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.22% of their portfolio | 2.7m $310.5m | Added +1.5m |
| BAUPOST GROUP LLC/MA 7.39% of their portfolio | 2.7m $305.0m | Added +562.0k |
| Invesco Ltd. 0.05% of their portfolio | 2.5m $290.1m | Reduced -933.2k |
| Holocene Advisors, LP 0.70% of their portfolio | 2.5m $283.1m | Reduced -393.1k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 2.4m $277.3m | Added +452.1k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.2m $250.3m | Added +111.5k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 2.1m $242.4m | Reduced -153.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.1m $240.7m | Added +783.4k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.0m $226.7m | Added +169.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.8m $203.4m | Added +70.6k |
| UBS Group AG 0.04% of their portfolio | 1.7m $198.6m | Added +478.7k |
| MARSHALL WACE, LLP 0.23% of their portfolio | 1.7m $197.4m | Reduced -1.5m |
| Alecta Tjanstepension Omsesidigt 0.83% of their portfolio | 1.5m $176.8m | Reduced -216.2k |
| Russell Investments Group, Ltd. 0.22% of their portfolio | 1.5m $173.1m | Added +43.6k |
| Brandywine Global Investment Management, LLC 1.14% of their portfolio | 1.4m $162.6m | Added +31.4k |
| NORGES BANK 0.02% of their portfolio | 1.3m $154.4m | Reduced -195.4k |
| Legal & General Group Plc 0.04% of their portfolio | 1.3m $146.3m | Reduced -122.5k |
| Pacer Advisors, Inc. 0.35% of their portfolio | 1.2m $140.2m | Reduced -356.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 1.2m $139.4m | Added +1.2m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.2m $137.2m | Reduced -39.9k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.14% of their portfolio | 1.2m $134.8m | Added +1.1m |
| Artisan Partners Limited Partnership 0.19% of their portfolio | 1.1m $130.2m | Reduced -305.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.1m $129.8m | Reduced -479.3k |
| EQUITY INVESTMENT CORP 2.75% of their portfolio | 1.1m $125.5m | Reduced -59.6k |
| FMR LLC 0.01% of their portfolio | 1.0m $119.6m | Added +792.0k |
| Capital World Investors 0.02% of their portfolio | 1.0m $119.5m | Reduced -324.7k |
| TWO SIGMA ADVISERS, LP 0.24% of their portfolio | 1.0m $119.0m | Reduced -1.2m |
| FLOSSBACH VON STORCH SE 0.46% of their portfolio | 981.4k $112.3m | Reduced -225.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 963.7k $110.2m | Added +154.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 951.4k $108.8m | Added +53.3k |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC 14.91% of their portfolio | 926.1k $105.9m | Added +18.9k |
| FIL Ltd 0.09% of their portfolio | 902.6k $103.2m | Reduced -690.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.16% of their portfolio | 897.3k $102.6m | Added +694.9k |
| Markel Group Inc. 0.84% of their portfolio | 869.2k $99.4m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 841.0k $96.2m | Added +59.3k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 736.7k $84.3m | Reduced -75.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.11% of their portfolio | 699.7k $80.0m | Added +682.8k |
| Allianz Asset Management GmbH 0.11% of their portfolio | 692.8k $79.2m | Reduced -78.9k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.89% of their portfolio | 681.0k $77.9m | Reduced -55.8k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 676.5k $77.4m | Reduced -365.0k |
| Swiss National Bank 0.05% of their portfolio | 665.8k $76.2m | Added +45.5k |
| Balyasny Asset Management L.P. 0.17% of their portfolio | 663.5k $75.9m | Added +534.2k |
| TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio | 658.5k $75.3m | Reduced -1.9m |
| Erste Asset Management GmbH 0.63% of their portfolio | 652.7k $74.7m | Added +2.7k |
| BARCLAYS PLC 0.03% of their portfolio | 641.0k $73.3m | Reduced -458.2k |
| Employees Provident Fund Board 0.58% of their portfolio | 585.9k $67.0m | Unchanged |
| Sather Financial Group Inc 3.93% of their portfolio | 584.4k $66.8m | Added +32.2k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.14% of their portfolio | 549.0k $62.8m | Reduced -15.3k |
| JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio | 526.8k $60.3m | Added +64.6k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 518.4k $59.3m | Added +424.6k |
| Mariner, LLC 0.08% of their portfolio | 512.2k $58.6m | Added +348.6k |
| Cornerstone Investment Partners, LLC 2.56% of their portfolio | 507.9k $58.1m | Added +66.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 502.5k $57.5m | Added +4.9k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 489.0k $55.5m | Added +388.8k |
| Nuveen, LLC 0.02% of their portfolio | 487.8k $55.8m | Added +12.4k |
| Amundi 0.02% of their portfolio | 478.8k $55.3m | Reduced -255.4k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.36% of their portfolio | 451.4k $51.6m | New |
| NATIXIS ADVISORS, LLC 0.08% of their portfolio | 450.2k $51.5m | Reduced -17.7k |
| Trexquant Investment LP 0.57% of their portfolio | 444.8k $50.9m | New |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 444.7k $50.9m | Reduced -1.2k |
| Walleye Capital LLC 0.47% of their portfolio | 440.1k $50.3m | Added +61.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 428.8k $49.1m | Added +29.8k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 418.4k $47.8m | Reduced -28.1k |
| Hook Mill Capital Partners, LP 4.42% of their portfolio | 393.4k $45.0m | New |
| CINCINNATI INSURANCE CO 0.74% of their portfolio | 386.6k $44.2m | Unchanged |
| Kiltearn Partners LLP 8.84% of their portfolio | 384.3k $44.0m | Added +11.6k |
| CITIGROUP INC 0.03% of their portfolio | 378.4k $43.3m | Added +136.9k |
| Magellan Asset Management Ltd 0.48% of their portfolio | 368.6k $42.2m | Reduced -219.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 366.1k $41.9m | Added +28.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 365.9k $41.9m | Reduced -214.2k |
| Estuary Capital Management LP 8.04% of their portfolio | 360.4k $41.2m | Reduced -128.5k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 359.1k $41.1m | Added +131.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 352.3k $40.3m | Added +171.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 351.2k $40.2m | Reduced -40.3k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 1.78% of their portfolio | 341.6k $39.1m | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.13% of their portfolio | 317.8k $36.3m | Reduced -59.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.08% of their portfolio | 315.0k $36.0m | Added +208.8k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.21% of their portfolio | 314.1k $35.9m | Added +4.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 311.7k $35.6m | Added +28.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.94% of their portfolio | 304.3k $34.8m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.13% of their portfolio | 292.9k $33.5m | Reduced -191.5k |
| Twin Lions Management LLC 21.76% of their portfolio | 292.1k $33.4m | Added +50.7k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 286.0k $32.7m | Reduced -4.4k |
| Nexus Investment Management ULC 4.88% of their portfolio | 285.6k $32.7m | Reduced -1.9k |
| FOUNDATION RESOURCE MANAGEMENT INC 4.99% of their portfolio | 282.0k $32.3m | Reduced -914 |
| STRS OHIO 0.11% of their portfolio | 248.2k $28.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 248.0k $28.4m | Reduced -50.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 245.7k $28.1m | Reduced -2.1k |