Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

DOLLAR GEN CORP · COM · quarter ended 2026-03-31 · 28 members disclosed DG ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 824 holders are listed, largest first: 824
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $20.2B
holders whose share count rose or who opened the position (new + add), by shares: 453
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 137

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of DG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.0B	25,365,065	+296,599	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.7B	14,305,232	—	NO PRIOR
3	STATE STREET CORP	$1.3B	11,178,948	+161,946	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.3B	10,937,158	—	NO PRIOR
5	PZENA INVESTMENT MANAGEMENT LLC	$819M	6,897,541	−3,779,282	TRIM
6	AQR CAPITAL MANAGEMENT LLC	$610M	5,165,126	+1,430,626	ADD
7	First Eagle Investment Management, LLC	$529M	4,455,622	+37,651	ADD
8	MORGAN STANLEY	$513M	4,320,387	−1,949,946	TRIM
9	BANK OF AMERICA CORP /DE/	$442M	3,725,112	−30,967	TRIM
10	Robeco Institutional Asset Management B.V.	$375M	3,162,516	+1,462,645	ADD
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$341M	2,868,239	+167,546	ADD
12	DIMENSIONAL FUND ADVISORS LP	$332M	2,800,145	+75,323	ADD
13	FRANKLIN RESOURCES INC	$326M	2,747,095	+363,945	ADD
14	Invesco Ltd.	$326M	2,744,685	+173,872	ADD
15	ROYAL BANK OF CANADA	$323M	2,723,506	−9,134	TRIM
16	Allianz Asset Management GmbH	$275M	2,312,005	+1,186,308	ADD
17	NORTHERN TRUST CORP	$257M	2,164,360	+12,426	ADD
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$248M	2,087,384	+64,118	ADD
19	Qube Research & Technologies Ltd	$227M	1,908,636	+475,818	ADD
20	UBS Group AG	$221M	1,863,594	+339,854	ADD
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$207M	1,743,843	−26,184	TRIM
22	NORDEA INVESTMENT MANAGEMENT AB	$191M	1,633,674	+1,324,851	ADD
23	Legal & General Group Plc	$166M	1,395,139	+23,287	ADD
24	JUPITER ASSET MANAGEMENT LTD	$161M	1,353,322	+970,686	ADD
25	WORLDQUANT MILLENNIUM ADVISORS LLC	$151M	1,274,005	+1,123,902	ADD
26	VANGUARD FIDUCIARY TRUST CO	$147M	1,238,304	—	NO PRIOR
27	Holocene Advisors, LP	$139M	1,168,361	−1,038,360	TRIM
28	SCHRODER INVESTMENT MANAGEMENT GROUP	$134M	1,140,968	+74,574	ADD
29	ACR Alpine Capital Research, LLC	$133M	1,122,565	−1,503,046	TRIM
30	WELLS FARGO & COMPANY/MN	$130M	1,093,709	+70,220	ADD
31	RAYMOND JAMES FINANCIAL INC	$113M	954,925	+90,126	ADD
32	Man Group plc	$110M	924,864	+480,304	ADD
33	AMERICAN CENTURY COMPANIES INC	$109M	920,797	+81,046	ADD
34	EQUITY INVESTMENT CORP	$103M	870,995	−177,480	TRIM
35	MARKEL GROUP INC.	$103M	869,250	0	NO CHANGE
36	BARCLAYS PLC	$97.6M	822,224	+101,890	ADD
37	DEUTSCHE BANK AG\	$88.1M	741,777	−43,714	TRIM
38	RENAISSANCE TECHNOLOGIES LLC	$83.6M	704,204	+386,000	ADD
39	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$81.4M	685,366	+34,435	ADD
40	ENVESTNET ASSET MANAGEMENT INC	$77.5M	652,506	−12,743	TRIM
41	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$77.0M	648,227	−277,728	TRIM
42	Swiss National Bank	$76.7M	646,000	+42,800	ADD
43	HSBC HOLDINGS PLC	$72.5M	613,509	−327,701	TRIM
44	Swedbank AB	$72.2M	608,408	+202,210	ADD
45	Mariner, LLC	$71.6M	602,905	+26,370	ADD
46	CANADA PENSION PLAN INVESTMENT BOARD	$71.5M	602,443	+354,667	ADD
47	National Pension Service	$70.0M	589,496	+589,496	NEW
48	FMR LLC	$69.9M	588,716	−157,476	TRIM
49	Fiera Capital Corp	$69.6M	586,070	−61,611	TRIM
50	Employees Provident Fund Board	$69.6M	585,851	0	NO CHANGE
51	Sather Financial Group Inc	$68.7M	578,703	−16,168	TRIM
52	PRUDENTIAL FINANCIAL INC	$68.7M	578,286	+183,178	ADD
53	REGIONS FINANCIAL CORP	$64.4M	542,377	+19,652	ADD
54	Nuveen, LLC	$63.0M	530,836	+7,859	ADD
55	TWO SIGMA INVESTMENTS, LP	$59.7M	503,193	−885,986	TRIM
56	Amundi	$59.6M	502,073	+130,741	ADD
57	Mitsubishi UFJ Asset Management Co., Ltd.	$59.5M	501,547	+36,020	ADD
58	Vanguard Global Advisers, LLC	$58.6M	493,717	—	NO PRIOR
59	ROYAL LONDON ASSET MANAGEMENT LTD	$58.0M	488,812	−21,421	TRIM
60	MACKENZIE FINANCIAL CORP	$55.5M	467,155	−11,123	TRIM
61	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$52.8M	444,663	−93,721	TRIM
62	FULLER & THALER ASSET MANAGEMENT, INC.	$52.5M	441,972	+441,972	NEW
63	VANGUARD ASSET MANAGEMENT, Ltd	$52.4M	441,053	—	NO PRIOR
64	Capital World Investors	$52.1M	438,673	−497,557	TRIM
65	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$50.6M	425,795	−140,131	TRIM
66	MILLENNIUM MANAGEMENT LLC	$49.7M	418,833	+235,508	ADD
67	Magellan Asset Management Ltd	$48.4M	408,064	−137,381	TRIM
68	VICTORY CAPITAL MANAGEMENT INC	$45.8M	385,989	+59,484	ADD
69	IEQ CAPITAL, LLC	$43.9M	370,033	+53,059	ADD
70	Gotham Asset Management, LLC	$41.6M	349,998	+83,810	ADD
71	CITIGROUP INC	$39.9M	336,367	−85,414	TRIM
72	Quantinno Capital Management LP	$39.3M	331,044	+60,043	ADD
73	Allspring Global Investments Holdings, LLC	$35.6M	303,591	−5,200	TRIM
74	STOREBRAND ASSET MANAGEMENT AS	$33.4M	280,940	—	NO PRIOR
75	Kiltearn Partners LLP	$32.0M	269,700	−46,800	TRIM
76	Smith Group Asset Management, LLC	$31.8M	268,225	+268,225	NEW
77	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$31.3M	263,409	−37,326	TRIM
78	ALLIANCEBERNSTEIN L.P.	$31.0M	233,176	−27,667	TRIM
79	PRINCIPAL FINANCIAL GROUP INC	$30.9M	259,846	+293	ADD
80	BANK OF MONTREAL /CAN/	$29.9M	251,883	−12,511	TRIM
81	Calamos Advisors LLC	$29.7M	250,084	+4,611	ADD
82	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$26.8M	226,110	+173,527	ADD
83	SEI INVESTMENTS CO	$26.7M	225,286	+38,087	ADD
84	Bridgewater Associates, LP	$25.7M	216,519	+144,181	ADD
85	FIL Ltd	$25.6M	215,705	−165,435	TRIM
86	OPPENHEIMER ASSET MANAGEMENT INC.	$25.3M	212,738	−229,798	TRIM
87	Quilter Plc	$23.9M	201,708	+52,842	ADD
88	Ensign Peak Advisors, Inc	$23.9M	201,462	+25,407	ADD
89	STATE OF WISCONSIN INVESTMENT BOARD	$23.8M	200,665	+42,838	ADD
90	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$23.2M	195,242	−5,935	TRIM
91	LPL Financial LLC	$23.1M	194,842	+17,038	ADD
92	Federation des caisses Desjardins du Quebec	$22.5M	189,421	+32,067	ADD
93	Illinois Municipal Retirement Fund	$22.3M	187,763	+3,741	ADD
94	Cerity Partners LLC	$22.3M	187,749	+25,088	ADD
95	Korea Investment CORP	$22.2M	186,891	−116,682	TRIM
96	FIRST TRUST ADVISORS LP	$21.8M	183,798	+51,559	ADD
97	Huber Capital Management LLC	$21.3M	179,092	+5,000	ADD
98	CITADEL ADVISORS LLC	$21.0M	177,143	−439,652	TRIM
99	TEACHER RETIREMENT SYSTEM OF TEXAS	$21.0M	176,741	−11,181	TRIM
100	CRAWFORD INVESTMENT COUNSEL INC	$19.6M	164,764	−17,345	TRIM
101	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$19.2M	161,394	+75,792	ADD
102	Universal- Beteiligungs- und Servicegesellschaft mbH	$19.2M	160,948	+33,172	ADD
103	Wealthfront Advisers LLC	$18.6M	156,346	+54,156	ADD
104	COMMONWEALTH EQUITY SERVICES, LLC	$18.3M	154,535	−45,182	TRIM
105	HighTower Advisors, LLC	$18.1M	152,748	+1,349	ADD
106	CWM, LLC	$17.9M	150,429	+30,499	ADD
107	ZWJ INVESTMENT COUNSEL INC	$17.2M	145,189	−4,765	TRIM
108	INTECH INVESTMENT MANAGEMENT LLC	$17.2M	144,662	+5,164	ADD
109	Pictet Asset Management Holding SA	$16.6M	139,741	+16,115	ADD
110	Creative Planning	$16.5M	139,114	+16,442	ADD
111	CIBC Bancorp USA Inc.	$16.2M	136,844	—	NO PRIOR
112	AVIVA PLC	$16.1M	135,520	+16,621	ADD
113	Aberdeen Group plc	$15.8M	132,939	+8,524	ADD
114	Tredje AP-fonden	$15.8M	132,745	+40,149	ADD
115	ADAGE CAPITAL PARTNERS GP, L.L.C.	$15.7M	132,200	−26,500	TRIM
116	Alphadyne Asset Management LP	$14.6M	123,135	+123,135	NEW
117	JANE STREET GROUP, LLC	$14.2M	119,952	−154,525	TRIM
118	Cetera Investment Advisers	$13.9M	116,750	−18,944	TRIM
119	BANQUE PICTET & CIE SA	$13.8M	116,154	−6,978	TRIM
120	APG Asset Management N.V.	$13.6M	132,038	+17,499	ADD
121	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$13.5M	113,987	−1,991	TRIM
122	BANK OF NOVA SCOTIA	$13.5M	113,404	+74,986	ADD
123	D. E. Shaw & Co., Inc.	$13.3M	112,159	+67,226	ADD
124	Asset Management One Co., Ltd.	$13.3M	112,111	+13,660	ADD
125	STIFEL FINANCIAL CORP	$13.1M	110,582	+6,172	ADD
126	Vanguard Investments Australia, Ltd.	$13.1M	110,365	—	NO PRIOR
127	Chevy Chase Trust Holdings, LLC	$12.9M	108,541	−3,161	TRIM
128	Fisher Funds Management LTD	$12.5M	105,665	+105,665	NEW
129	NATIONAL BANK OF CANADA /FI/	$12.4M	104,761	−165,132	TRIM
130	NFJ INVESTMENT GROUP, LLC	$12.2M	102,559	+102,559	NEW
131	Cornerstone Advisors, LLC	$12.1M	102,309	+102,309	NEW
132	EXCHANGE TRADED CONCEPTS, LLC	$11.8M	99,746	+27,802	ADD
133	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$11.5M	96,688	−3,726	TRIM
134	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.4M	109,025	+20,689	ADD
135	Twin Lions Management LLC	$11.1M	93,815	−43,759	TRIM
136	OLD NATIONAL BANCORP /IN/	$11.1M	93,637	+286	ADD
137	PFA Pension, Forsikringsaktieselskab	$11.0M	92,633	+92,633	NEW
138	FIRST MANHATTAN CO. LLC.	$11.0M	92,623	+92,623	NEW
139	NOMURA ASSET MANAGEMENT CO LTD	$11.0M	92,370	−893	TRIM
140	Bryn Mawr Trust Advisors, LLC	$10.4M	87,245	−2,382	TRIM
141	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$10.1M	85,184	+29,450	ADD
142	Linscomb Wealth, Inc.	$9.7M	81,805	−28,345	TRIM
143	TD ASSET MANAGEMENT INC	$9.7M	81,407	+2,174	ADD
144	Swiss Life Asset Management Ltd	$9.6M	80,633	+38,111	ADD
145	MERCER GLOBAL ADVISORS INC /ADV	$9.5M	79,841	+19,803	ADD
146	Vinva Investment Management Ltd	$9.5M	80,251	+76,492	ADD
147	Resona Asset Management Co.,Ltd.	$9.4M	79,202	+2,759	ADD
148	Jefferies Financial Group Inc.	$9.2M	77,686	+70,764	ADD
149	Andra AP-fonden	$9.1M	76,733	+57,200	ADD
150	State of New Jersey Common Pension Fund D	$9.0M	76,083	−1,150	TRIM
151	CREDIT AGRICOLE S A	$8.7M	72,886	+56,647	ADD
152	Pekin Hardy Strauss, Inc.	$8.5M	71,928	−8,419	TRIM
153	NewEdge Advisors, LLC	$8.5M	71,721	+8,996	ADD
154	Y-Intercept (Hong Kong) Ltd	$8.1M	68,294	+15,790	ADD
155	BAR HARBOR WEALTH MANAGEMENT	$7.9M	66,832	−1,077	TRIM
156	Kinsale Capital Group, Inc.	$7.9M	66,306	+3,169	ADD
157	Cornerstone Wealth Group, LLC	$7.8M	63,017	−34,887	TRIM
158	LAZARD ASSET MANAGEMENT LLC	$7.8M	65,496	+2,003	ADD
159	ASR Vermogensbeheer N.V.	$7.7M	65,023	+1,035	ADD
160	TORONTO DOMINION BANK	$7.7M	64,546	−9,066	TRIM
161	Schonfeld Strategic Advisors LLC	$7.5M	63,565	+37,038	ADD
162	Savoir Faire Capital Management, L.P.	$7.4M	62,125	−17,549	TRIM
163	Tidal Investments LLC	$7.3M	61,302	+3,890	ADD
164	1834 INVESTMENT ADVISORS CO	$7.3M	61,218	−2,307	TRIM
165	WELLINGTON MANAGEMENT GROUP LLP	$7.3M	61,099	+42,405	ADD
166	Czech National Bank	$7.1M	59,948	+1,910	ADD
167	Arizona State Retirement System	$7.1M	59,827	−596	TRIM
168	BNP Paribas Asset Management Holding S.A.	$7.1M	59,705	+5,145	ADD
169	XTX Topco Ltd	$7.0M	58,994	+58,994	NEW
170	KWMG, LLC	$7.0M	58,909	+750	ADD
171	Zurcher Kantonalbank (Zurich Cantonalbank)	$6.9M	57,983	−1,258	TRIM
172	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.8M	57,454	−200	TRIM
173	OSAIC HOLDINGS, INC.	$6.6M	55,982	−14,922	TRIM
174	Verdence Capital Advisors LLC	$6.6M	55,349	+6,491	ADD
175	CIBC Asset Management Inc	$6.2M	52,532	+741	ADD
176	PANAGORA ASSET MANAGEMENT INC	$6.2M	52,044	+50,314	ADD
177	VOYA INVESTMENT MANAGEMENT LLC	$6.2M	51,806	−584	TRIM
178	FIRST NATIONAL BANK OF OMAHA	$6.1M	51,991	−6,106	TRIM
179	Atria Investments, Inc	$6.1M	51,446	−25,317	TRIM
180	Focus Partners Wealth	$6.1M	51,259	+14,936	ADD
181	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.1M	51,275	+77	ADD
182	INTACT INVESTMENT MANAGEMENT INC.	$6.1M	51,000	−2,000	TRIM
183	FIFTH THIRD BANCORP	$6.0M	50,873	+38,170	ADD
184	SEB Asset Management AB	$6.0M	50,742	—	NO PRIOR
185	Kestra Advisory Services, LLC	$6.0M	50,338	−6,024	TRIM
186	ASSETMARK, INC	$5.9M	49,934	−5,080	TRIM
187	EAGLE ROCK INVESTMENT COMPANY, LLC	$5.9M	49,877	+4,882	ADD
188	Mirae Asset Global Investments Co., Ltd.	$5.8M	49,218	+5,597	ADD
189	TRUIST FINANCIAL CORP	$5.8M	48,840	+16,767	ADD
190	USS Investment Management Ltd	$5.8M	48,569	+2,670	ADD
191	Prana Capital Management, LP	$5.6M	47,172	+43,684	ADD
192	Retirement Systems of Alabama	$5.6M	46,745	−80	TRIM
193	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$5.4M	45,704	−42,740	TRIM
194	Geneos Wealth Management Inc.	$5.3M	45,006	+3,343	ADD
195	ZACKS INVESTMENT MANAGEMENT	$5.1M	42,624	+42,624	NEW
196	IFM Investors Pty Ltd	$5.0M	42,422	+266	ADD
197	Daiwa Securities Group Inc.	$5.0M	42,119	+6,428	ADD
198	WESTPAC BANKING CORP	$5.0M	41,788	+41,788	NEW
199	LGT Fund Management Co Ltd.	$4.9M	41,610	+21,780	ADD
200	CWA Asset Management Group, LLC	$4.9M	41,539	+1,455	ADD
201	Grantham, Mayo, Van Otterloo & Co. LLC	$4.8M	40,625	+14,834	ADD
202	Mitsubishi UFJ Trust & Banking Corp	$4.7M	39,939	+31,217	ADD
203	MML INVESTORS SERVICES, LLC	$4.7M	39,640	−16,978	TRIM
204	MIRABELLA FINANCIAL SERVICES LLP	$4.7M	39,500	+39,500	NEW
205	Corient Private Wealth LLC	$4.6M	40,609	−197,442	TRIM
206	&PARTNERS	$4.6M	38,914	−7,411	TRIM
207	Wilmington Savings Fund Society, FSB	$4.6M	38,459	+345	ADD
208	XPONANCE LLC	$4.6M	38,416	+5,099	ADD
209	JONES FINANCIAL COMPANIES LLLP	$4.6M	38,383	−7,588	TRIM
210	JACOBS LEVY EQUITY MANAGEMENT, INC	$4.5M	38,216	+38,216	NEW
211	MGO ONE SEVEN LLC	$4.4M	37,242	+4,619	ADD
212	Aware Super Pty Ltd as trustee of Aware Super	$4.4M	36,992	—	NO PRIOR
213	Qsemble Capital Management, LP	$4.4M	36,686	+20,014	ADD
214	ProShare Advisors LLC	$4.3M	36,228	−6,667	TRIM
215	GATEWAY INVESTMENT ADVISERS LLC	$4.2M	35,708	+20,343	ADD
216	Utah Retirement Systems	$4.2M	35,658	−515	TRIM
217	Empowered Funds, LLC	$4.2M	35,634	+35,634	NEW
218	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.2M	35,581	+11,205	ADD
219	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.2M	35,393	+6,804	ADD
220	Prospera Financial Services Inc	$4.2M	34,950	+28,782	ADD
221	Crossmark Global Holdings, Inc.	$4.1M	34,418	—	NO PRIOR
222	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.0M	33,472	+710	ADD
223	Vanguard Personalized Indexing Management, LLC	$4.0M	33,430	+575	ADD
224	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.9M	32,730	+24,029	ADD
225	Phoenix Financial Ltd.	$3.9M	32,560	−1,200	TRIM
226	PRUDENTIAL PLC	$3.9M	32,497	+28,307	ADD
227	Rakuten Investment Management, Inc.	$3.8M	32,668	+3,713	ADD
228	CHANNING GLOBAL ADVISORS, LLC	$3.8M	32,324	−1,485	TRIM
229	CAPSTONE INVESTMENT ADVISORS, LLC	$3.8M	31,873	+22,620	ADD
230	Grandeur Peak Global Advisors, LLC	$3.7M	31,560	−4,751	TRIM
231	HUSSMAN STRATEGIC ADVISORS, INC.	$3.7M	31,500	+21,000	ADD
232	Sanctuary Advisors, LLC	$3.7M	31,468	+5,666	ADD
233	Kestra Investment Management, LLC	$3.7M	31,413	+13,761	ADD
234	NEOS Investment Management LLC	$3.7M	30,872	−532	TRIM
235	CIBC WORLD MARKET INC.	$3.7M	30,809	+4,728	ADD
236	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.6M	30,599	+399	ADD
237	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.6M	30,334	−8,654	TRIM
238	AMG National Trust Bank	$3.6M	30,288	+1,394	ADD
239	Eurizon Capital SGR S.p.A.	$3.6M	30,046	+4,850	ADD
240	NATIXIS	$3.6M	29,911	+29,911	NEW
241	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.4M	28,604	+566	ADD
242	ING GROEP NV	$3.4M	28,389	+28,389	NEW
243	Dana Investment Advisors, Inc.	$3.3M	27,774	−11,396	TRIM
244	Oak Thistle LLC	$3.2M	27,151	+19,764	ADD
245	Carmel Capital Partners, LLC	$3.2M	26,987	−1,223	TRIM
246	Merit Financial Group, LLC	$3.1M	26,522	+4,226	ADD
247	SteelPeak Wealth, LLC	$3.1M	26,268	+23,844	ADD
248	Fox Hill Wealth Management	$3.0M	25,685	+25,685	NEW
249	Janus Henderson Group Ltd.	$3.0M	25,320	+10,455	ADD
250	Avidian Wealth Enterprises, LLC	$3.0M	25,286	+25,286	NEW
251	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.0M	25,204	+25,204	NEW
252	Rockefeller Capital Management L.P.	$3.0M	25,088	+5,206	ADD
253	Susquehanna Portfolio Strategies, LLC	$2.9M	24,500	0	NO CHANGE
254	Siemens Fonds Invest GmbH	$2.9M	24,497	+1,694	ADD
255	PATTON FUND MANAGEMENT, INC.	$2.9M	24,253	−42,239	TRIM
256	Walleye Capital LLC	$2.9M	24,044	+24,044	NEW
257	WASATCH ADVISORS LP	$2.8M	23,798	−3,851	TRIM
258	MEEDER ASSET MANAGEMENT INC	$2.8M	23,628	+23,595	ADD
259	Pathstone Holdings, LLC	$2.8M	23,606	+1,247	ADD
260	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.8M	23,421	−222	TRIM
261	Waverly Advisors, LLC	$2.8M	23,232	+685	ADD
262	OP Asset Management Ltd	$2.7M	23,013	—	NO PRIOR
263	UniSuper Management Pty Ltd	$2.7M	22,986	−1,839	TRIM
264	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.7M	22,702	+8,369	ADD
265	Elo Mutual Pension Insurance Co	$2.7M	22,639	+4,292	ADD
266	Elevate Capital Advisors, LLC	$2.7M	22,531	+431	ADD
267	Horrell Capital Management, Inc.	$2.7M	22,337	−1,993	TRIM
268	Rare Wolf Capital LLC	$2.6M	21,987	+215	ADD
269	M&T BANK CORP	$2.6M	21,851	−572	TRIM
270	MACQUARIE GROUP LTD	$2.6M	21,654	−13,207	TRIM
271	Brevan Howard Capital Management LP	$2.5M	21,327	+12,706	ADD
272	Focus Partners Advisor Solutions, LLC	$2.5M	21,319	+1,784	ADD
273	WINTON GROUP Ltd	$2.5M	21,178	+19,254	ADD
274	Avanza Fonder AB	$2.4M	20,630	0	NO CHANGE
275	Cresset Asset Management, LLC	$2.3M	19,631	+380	ADD
276	Squarepoint Ops LLC	$2.3M	19,508	−657,493	TRIM
277	Banque Cantonale Vaudoise	$2.3M	19,376	+19,376	NEW
278	Hudson Canyon Capital Management	$2.3M	19,250	+779	ADD
279	Summit Trail Advisors, LLC	$2.2M	18,835	+5,276	ADD
280	OMERS ADMINISTRATION Corp	$2.2M	18,740	−5,425	TRIM
281	Cordgrass Capital Advisors, LLC	$2.2M	18,516	0	NO CHANGE
282	GHP Investment Advisors, Inc.	$2.1M	18,024	+175	ADD
283	MONARCH CAPITAL MANAGEMENT INC	$2.1M	17,954	−870	TRIM
284	MARCO INVESTMENT MANAGEMENT LLC	$2.1M	17,787	−810	TRIM
285	GRIFFIN ASSET MANAGEMENT, INC.	$2.1M	17,750	+35	ADD
286	North Dakota State Investment Board	$2.1M	17,686	−1,765	TRIM
287	First National Advisers, LLC	$2.1M	17,686	−2,589	TRIM
288	Donoghue Forlines LLC	$2.1M	17,637	+17,637	NEW
289	US BANCORP \DE\	$2.1M	17,429	+494	ADD
290	Orion Porfolio Solutions, LLC	$2.0M	17,160	−3,209	TRIM
291	FORTEM FINANCIAL GROUP, LLC	$2.0M	16,980	+779	ADD
292	Ruffer LLP	$2.0M	16,840	+16,840	NEW
293	BENJAMIN EDWARDS INC	$2.0M	16,599	+482	ADD
294	PRECEDENT WEALTH PARTNERS, LLC	$2.0M	16,457	+685	ADD
295	Private Advisor Group, LLC	$1.9M	16,273	−2,239	TRIM
296	J. Safra Sarasin Holding AG	$1.9M	16,246	−7,320	TRIM
297	LECAP ASSET MANAGEMENT LTD	$1.9M	16,054	+16,054	NEW
298	Investment Management Corp of Ontario	$1.9M	15,755	−2,327	TRIM
299	Hixon Zuercher, LLC	$1.9M	15,727	+93	ADD
300	Fideuram Asset Management (Ireland) dac	$1.9M	12,262	+12,070	ADD
301	Machina Capital S.A.S.	$1.8M	15,482	+15,482	NEW
302	Zurich Insurance Group Ltd/FI	$1.8M	15,400	0	NO CHANGE
303	Centiva Capital, LP	$1.8M	15,236	−4,442	TRIM
304	Inspire Investing, LLC	$1.8M	15,139	+12,711	ADD
305	Pallas Capital Advisors LLC	$1.8M	15,101	−1,520	TRIM
306	Magnetar Financial LLC	$1.8M	15,029	+15,029	NEW
307	Rafferty Asset Management, LLC	$1.8M	14,913	−6,421	TRIM
308	Hurley Capital, LLC	$1.7M	14,372	+14,372	NEW
309	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.7M	14,277	+5,535	ADD
310	Engineers Gate Manager LP	$1.7M	14,255	−5,664	TRIM
311	Bull Harbor Capital LLC	$1.7M	14,054	—	NO PRIOR
312	44 WEALTH MANAGEMENT LLC	$1.7M	13,932	−1,756	TRIM
313	Independent Advisor Alliance	$1.7M	13,920	+3,475	ADD
314	TBH Global Asset Management, LLC	$1.6M	13,876	−213	TRIM
315	AFFINITY INVESTMENT ADVISORS, LLC	$1.6M	13,860	+1,930	ADD
316	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.6M	13,776	+13,776	NEW
317	Vident Advisory, LLC	$1.6M	13,743	+3,680	ADD
318	NorthCrest Asset Manangement, LLC	$1.6M	13,493	−2,929	TRIM
319	Generali Asset Management SPA SGR	$1.6M	13,442	+8,064	ADD
320	MIZUHO SECURITIES USA LLC	$1.6M	13,307	−2,720	TRIM
321	Savvy Advisors, Inc.	$1.6M	13,145	+1,148	ADD
322	Sequoia Financial Advisors, LLC	$1.6M	13,060	+1,780	ADD
323	FOX RUN MANAGEMENT, L.L.C.	$1.5M	13,121	+2,812	ADD
324	Glenview Trust Co	$1.5M	12,923	−2,669	TRIM
325	Candriam S.C.A.	$1.5M	12,730	−664	TRIM
326	Norinchukin Bank, The	$1.5M	12,458	+55	ADD
327	Aptus Capital Advisors, LLC	$1.5M	12,370	−761	TRIM
328	Allworth Financial LP	$1.5M	12,336	+1,450	ADD
329	BALYASNY ASSET MANAGEMENT L.P.	$1.4M	12,067	+8,773	ADD
330	Caprock Group, LLC	$1.4M	12,008	+4,665	ADD
331	HB Wealth Management, LLC	$1.4M	12,006	+3,002	ADD
332	Bellwether Advisors, LLC	$1.4M	12,005	+12,005	NEW
333	Merrion Investment Management Co, LLC	$1.4M	11,755	0	NO CHANGE
334	Blueshift Asset Management, LLC	$1.4M	11,714	−6,150	TRIM
335	Dynamic Advisor Solutions LLC	$1.4M	11,648	+729	ADD
336	GUGGENHEIM CAPITAL LLC	$1.4M	11,620	+5,095	ADD
337	Havemeyer Place LP	$1.4M	11,594	+2,415	ADD
338	MAI Capital Management	$1.4M	11,545	+5,459	ADD
339	Chicago Partners Investment Group LLC	$1.4M	11,096	+2,334	ADD
340	Krilogy Financial LLC	$1.4M	11,000	+1,128	ADD
341	Sage Investment Counsel LLC	$1.4M	11,385	−2,256	TRIM
342	Baird Financial Group, Inc.	$1.4M	11,383	+11,383	NEW
343	Maryland State Retirement & Pension System	$1.3M	11,046	0	NO CHANGE
344	INCEPTIONR LLC	$1.3M	11,001	+11,001	NEW
345	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.3M	10,786	+10,786	NEW
346	ABN AMRO INVESTMENT SOLUTIONS	$1.3M	10,776	+1,338	ADD
347	ONTARIO TEACHERS PENSION PLAN BOARD	$1.3M	10,630	−8,155	TRIM
348	Camelot Portfolios, LLC	$1.3M	10,576	−2,364	TRIM
349	AustralianSuper Pty Ltd	$1.2M	10,460	0	NO CHANGE
350	Kingsview Wealth Management, LLC	$1.2M	10,328	−3,111	TRIM
351	NLB Skladi, upravljanje premozenja, d.o.o.	$1.2M	10,000	+2,800	ADD
352	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	9,900	+1,736	ADD
353	QUADRANT CAPITAL GROUP LLC	$1.2M	9,687	+142	ADD
354	BLAIR WILLIAM & CO/IL	$1.1M	9,591	+3,689	ADD
355	SAGESPRING WEALTH PARTNERS, LLC	$1.1M	9,342	+249	ADD
356	COLDSTREAM CAPITAL MANAGEMENT INC	$1.1M	9,285	+865	ADD
357	Inspire Advisors, LLC	$1.1M	9,217	+4,540	ADD
358	Integrated Quantitative Investments LLC	$1.1M	9,201	+7,013	ADD
359	Volterra Technologies LP	$1.1M	9,187	+9,187	NEW
360	Elite Wealth Management, Inc.	$1.1M	9,171	+9,171	NEW
361	First Pacific Advisors, LP	$1.1M	9,077	+9,077	NEW
362	Everhart Financial Group, Inc.	$1.1M	9,043	−80	TRIM
363	MUFG Securities EMEA plc	$1.1M	9,032	0	NO CHANGE
364	Meeder Advisory Services, Inc.	$1.1M	8,919	−812	TRIM
365	Laurel Wealth Advisors LLC	$1.1M	9,321	−125	TRIM
366	Metis Global Partners, LLC	$1.0M	8,838	−2,072	TRIM
367	OXFORD ASSET MANAGEMENT LLP	$1.0M	8,703	+8,703	NEW
368	SUMMITRY LLC	$1.0M	8,654	+454	ADD
369	Snowden Capital Advisors LLC	$1.0M	8,602	+231	ADD
370	HAMEL ASSOCIATES, INC.	$1.0M	8,480	0	NO CHANGE
371	BURNEY CO/	$1.0M	8,424	+8,424	NEW
372	ELEVATION POINT WEALTH PARTNERS, LLC	$991K	8,343	+4,685	ADD
373	Curi Capital, LLC	$986K	8,307	+18	ADD
374	FORA Capital, LLC	$986K	8,307	−40,278	TRIM
375	Gradient Investments LLC	$985K	8,297	−49	TRIM
376	BROOKS, MOORE & ASSOCIATES, INC.	$965K	8,125	−1,000	TRIM
377	OmniStar Financial Group, Inc.	$961K	8,097	+8,097	NEW
378	OPPENHEIMER & CO INC	$961K	8,092	+131	ADD
379	Legacy Capital Group California, Inc.	$952K	8,019	+8,019	NEW
380	Walleye Trading LLC	$939K	7,909	+7,909	NEW
381	QRG CAPITAL MANAGEMENT, INC.	$935K	7,873	+1,347	ADD
382	Brookstone Capital Management	$928K	7,817	−1,168	TRIM
383	Empirical Finance, LLC	$926K	7,801	−13	TRIM
384	EP Wealth Advisors, LLC	$921K	7,755	−799	TRIM
385	Tevis Investment Management	$913K	7,692	−8,963	TRIM
386	STEPHENS INC /AR/	$899K	7,575	−600	TRIM
387	Assenagon Asset Management S.A.	$896K	7,545	−53	TRIM
388	Avantra Family Wealth, Inc.	$886K	7,461	+1,781	ADD
389	COMMERCE BANK	$881K	7,422	+238	ADD
390	WADDELL & ASSOCIATES, LLC	$877K	7,387	+2,939	ADD
391	Vestmark Advisory Solutions, Inc.	$875K	7,373	+3,761	ADD
392	KESTRA PRIVATE WEALTH SERVICES, LLC	$862K	7,262	−2,670	TRIM
393	Capital Investment Advisory Services, LLC	$849K	7,146	−2,900	TRIM
394	Laird Norton Wetherby Trust Company, LLC	$844K	7,109	+117	ADD
395	Inscription Capital, LLC	$844K	7,108	−502	TRIM
396	SCOTIA CAPITAL INC.	$842K	7,090	+180	ADD
397	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$836K	7,043	+10	ADD
398	NAPLES GLOBAL ADVISORS, LLC	$834K	7,021	+1,633	ADD
399	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$831K	7,000	0	NO CHANGE
400	Badgley Phelps Wealth Managers, LLC	$824K	6,937	+36	ADD
401	OFI INVEST ASSET MANAGEMENT	$823K	7,488	+3,856	ADD
402	Arax Advisory Partners	$819K	6,894	−6,454	TRIM
403	BEACON INVESTMENT ADVISORY SERVICES, INC.	$805K	6,784	+1,177	ADD
404	Fairvoy Private Wealth, LLC	$805K	6,783	−4,382	TRIM
405	Counterpoint Mutual Funds LLC	$805K	6,780	+6,780	NEW
406	Mutual Advisors, LLC	$802K	6,751	+398	ADD
407	Sivia Capital Partners, LLC	$801K	6,743	+147	ADD
408	Sustainable Insight Capital Management, LLC	$788K	6,635	+4,200	ADD
409	EVOLVE PRIVATE WEALTH, LLC	$776K	6,535	+674	ADD
410	Wedmont Private Capital	$770K	6,260	+492	ADD
411	CHOREO, LLC	$769K	6,473	+1,919	ADD
412	TECTONIC ADVISORS LLC	$761K	6,411	+228	ADD
413	Steward Partners Investment Advisory, LLC	$748K	6,299	+566	ADD
414	INTRUST BANK NA	$742K	6,248	+711	ADD
415	Diversified Trust Co	$736K	6,196	+247	ADD
416	Dai-ichi Life Insurance Company, Ltd	$735K	6,189	+1,437	ADD
417	PICTON MAHONEY ASSET MANAGEMENT	$734K	6,182	+3,476	ADD
418	NewEdge Wealth, LLC	$731K	6,160	−1,033	TRIM
419	CenterBook Partners LP	$730K	6,148	+6,148	NEW
420	Apollon Wealth Management, LLC	$715K	6,021	+2,101	ADD
421	IRON Financial LLC	$713K	6,006	−1,596	TRIM
422	Cumberland Partners Ltd	$712K	6,000	+6,000	NEW
423	Brooklyn Investment Group	$707K	5,955	+2,134	ADD
424	SECURIAN ASSET MANAGEMENT, INC	$703K	5,918	0	NO CHANGE
425	PINNACLE ASSOCIATES LTD	$702K	5,914	+10	ADD
426	1832 Asset Management L.P.	$697K	5,870	0	NO CHANGE
427	Bank Julius Baer & Co. Ltd, Zurich	$693K	5,840	+4,435	ADD
428	Baker Avenue Asset Management, LP	$692K	5,831	+3,458	ADD
429	PRELUDE CAPITAL MANAGEMENT, LLC	$689K	5,805	+907	ADD
430	Vise Technologies, Inc.	$680K	5,124	0	NO CHANGE
431	MATTERN CAPITAL MANAGEMENT, LLC	$679K	5,716	−7,490	TRIM
432	Perigon Wealth Management, LLC	$677K	5,706	−2,247	TRIM
433	Savant Capital, LLC	$676K	5,696	+1,265	ADD
434	Belpointe Asset Management LLC	$674K	5,674	+402	ADD
435	WASHINGTON CAPITAL MANAGEMENT, INC	$673K	5,670	−730	TRIM
436	KEYBANK NATIONAL ASSOCIATION/OH	$673K	5,668	−471	TRIM
437	Baader Bank Aktiengesellschaft	$671K	5,658	+5,658	NEW
438	ABSHER WEALTH MANAGEMENT, LLC	$671K	5,651	−3,815	TRIM
439	Advyzon Investment Management, LLC	$671K	5,649	+1,766	ADD
440	LBP AM SA	$667K	5,616	+5,616	NEW
441	BOOTHBAY FUND MANAGEMENT, LLC	$664K	5,589	+3,416	ADD
442	Perpetual Ltd	$663K	5,583	−3,967	TRIM
443	Clearstead Advisors, LLC	$654K	5,509	−3,013	TRIM
444	EVOKE WEALTH, LLC	$653K	5,497	+527	ADD
445	Marex Group Ltd	$650K	5,477	+3,457	ADD
446	Banco Santander, S.A.	$647K	5,450	−1,650	TRIM
447	Ballentine Partners, LLC	$635K	5,348	−11	TRIM
448	Caerus Investment Advisors, LLC	$631K	5,316	−3,565	TRIM
449	Values First Advisors, Inc.	$630K	5,303	+58	ADD
450	Sentry LLC	$627K	5,285	−55	TRIM
451	Pinnacle Financial Partners, Inc.	$619K	5,215	−508	TRIM
452	Vontobel Holding Ltd.	$617K	5,193	−239	TRIM
453	FORTRESS PRIVATE LEDGER, LLC	$615K	5,179	+453	ADD
454	FEDERATED HERMES, INC.	$614K	5,171	+940	ADD
455	CENTRAL TRUST Co	$595K	5,012	+495	ADD
456	Lombard Odier Asset Management (Switzerland) SA	$594K	5,006	+5,006	NEW
457	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$592K	4,987	−185	TRIM
458	Lebenthal Global Advisors, LLC	$587K	4,944	−999	TRIM
459	Graham Capital Management, L.P.	$584K	4,922	−45,078	TRIM
460	Jacobi Capital Management LLC	$583K	4,910	−265	TRIM
461	1248 Management, LLC	$572K	4,819	0	NO CHANGE
462	WRIGHT INVESTORS SERVICE INC	$572K	4,815	−264	TRIM
463	ABLE Financial Group, LLC	$571K	4,811	−501	TRIM
464	Legacy Wealth Asset Management, LLC	$568K	4,787	+55	ADD
465	Byrne Asset Management LLC	$567K	4,779	+4,379	ADD
466	STRATEGY ASSET MANAGERS LLC	$567K	4,775	+4,775	NEW
467	Southeast Asset Advisors, LLC	$563K	4,740	0	NO CHANGE
468	Aaron Wealth Advisors LLC	$558K	4,699	−2,479	TRIM
469	HUNTINGTON NATIONAL BANK	$553K	4,661	+4,661	NEW
470	TEMA ETFS LLC	$550K	4,632	+21	ADD
471	Frank, Rimerman Advisors LLC	$549K	4,628	0	NO CHANGE
472	EARNED WEALTH ADVISORS, LLC	$549K	4,626	+441	ADD
473	Parcion Private Wealth LLC	$547K	4,608	+155	ADD
474	Trexquant Investment LP	$540K	4,548	−277,292	TRIM
475	Rothschild Wealth LLC	$535K	4,506	+1,269	ADD
476	MBL Wealth, LLC	$534K	4,499	+1,728	ADD
477	OpenArc Corporate Advisory, LLC	$527K	4,440	−283	TRIM
478	SIGNATUREFD, LLC	$526K	4,428	+83	ADD
479	Qtron Investments LLC	$522K	4,399	+5	ADD
480	Callan Family Office, LLC	$516K	4,344	−603	TRIM
481	Moors & Cabot, Inc.	$514K	4,326	−243	TRIM
482	JBR Co Financial Management Inc	$511K	3,846	0	NO CHANGE
483	Sowell Financial Services LLC	$506K	4,260	+271	ADD
484	Beacon Pointe Advisors, LLC	$492K	4,145	+1,535	ADD
485	Three Seasons Wealth, LLC	$491K	4,139	+4,139	NEW
486	Probity Advisors, Inc.	$490K	4,126	−203	TRIM
487	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$487K	4,099	−51	TRIM
488	CIDEL ASSET MANAGEMENT INC	$485K	4,083	+160	ADD
489	Kera Capital Partners, Inc.	$480K	4,040	+403	ADD
490	Patten Group, Inc.	$478K	4,026	+448	ADD
491	HUB Investment Partners, LLC	$477K	4,018	+4,018	NEW
492	Oasis Advisors, LLC	$462K	3,890	—	NO PRIOR
493	Concurrent Investment Advisors, LLC	$461K	3,883	+1,630	ADD
494	Catalyst Capital Advisors LLC	$457K	3,850	−425	TRIM
495	CITIZENS FINANCIAL GROUP INC/RI	$452K	3,803	+1,361	ADD
496	GenTrust, LLC	$450K	3,792	+787	ADD
497	Bank Pictet & Cie (Europe) AG	$449K	3,780	−69	TRIM
498	Pinnacle Wealth Management Advisory Group, LLC	$447K	3,763	+3,763	NEW
499	State of Wyoming	$445K	3,752	−1,989	TRIM
500	Midwest Financial Group LLC	$443K	3,734	0	NO CHANGE

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · DG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Bridgewater Associates, Ruane Cunniff & Goldfarb $67.5M held
Trimming: 1 Baupost Group $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · DOLLAR GEN CORP

Merged timeline of congressional filings and notable-manager moves on DG
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+83,810 sh
2026-05-15	Bridgewater Associates 13F	ADD	+144,181 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	ADD	+18 sh
2026-05-14	Baupost Group 13F	EXIT	−2,062,821 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

28 members of Congress disclosed DG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).