State Street (NYSE: STT) discloses 4.9% beneficial stake in Dollar General (DG)
Rhea-AI Filing Summary
State Street Corporation filed a Schedule 13G reporting passive ownership of Dollar General Corp common stock. State Street reported beneficial ownership of 10,732,866 shares of Dollar General, representing 4.9% of the outstanding common stock.
State Street reported 0 shares with sole voting or dispositive power, and 6,691,994 shares with shared voting power. It reported 10,721,256 shares with shared dispositive power. The filing attributes the holdings to various investment adviser subsidiaries including SSGA Funds Management, Inc. and multiple State Street Global Advisors entities.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 10,732,866 shares
Percent of class: 4.9%
Shared voting power: 6,691,994 shares
+3 more
6 metrics
Beneficial ownership
10,732,866 shares
Dollar General common stock reported by State Street Corporation
Percent of class
4.9%
Portion of Dollar General common stock class beneficially owned
Shared voting power
6,691,994 shares
Dollar General shares over which State Street has shared voting power
Shared dispositive power
10,721,256 shares
Dollar General shares over which State Street has shared dispositive power
Sole voting power
0 shares
Dollar General shares over which State Street has sole voting authority
Sole dispositive power
0 shares
Dollar General shares over which State Street has sole dispositive authority
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 10732866.00"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company financial
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
investment company financial
"shareholders of an investment company registered under the Investment Company Act of 1940"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Which State Street subsidiaries are tied to the Dollar General (DG) holdings?
The holdings are associated with several investment adviser subsidiaries, including SSGA Funds Management, Inc. and multiple State Street Global Advisors entities across Japan, Asia, Europe, the UK, Singapore, Australia and Saudi Arabia.
Is State Street’s ownership in Dollar General (DG) reported as more or less than 5%?
State Street reports ownership of 4.9% of the class of Dollar General common stock, which is characterized in the filing as ownership of 5 percent or less of the class under Item 5.