Quest Diagnostics Inc
DGX- Exchange
- NYSE
- Industry
- Services-Medical Laboratories
- SEC CIK
- 0001022079
In the last 90 days, Quest Diagnostics Inc insiders filed 0 open-market purchases and 3 sales; 1,112 institutions reported holding it in 13F filings for Q2 2026, worth $22.2B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Quest Diagnostics Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 837
- −32 vs. Q4 2022
- Shares held
- 100.0M
- +1.05M (+1.1%) vs. Q4 2022
- Total value
- $14.2B
- −$1.29B (−8.3%) vs. Q4 2022
- New holders
- 60
- 271 more added
- Sold out
- 92
- 341 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DGX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,112 | $22.2B |
| Q1 2026 | 1,069 | $20.1B |
| Q4 2025 | 1,050 | $18.4B |
| Q3 2025 | 1,006 | $20.0B |
| Q2 2025 | 991 | $19.3B |
| Q1 2025 | 969 | $17.5B |
| Q4 2024 | 896 | $15.0B |
| Q3 2024 | 849 | $15.2B |
| Q2 2024 | 839 | $13.3B |
| Q1 2024 | 818 | $13.2B |
| Q4 2023 | 829 | $13.5B |
| Q3 2023 | 797 | $12.0B |
| Q2 2023 | 820 | $14.0B |
| Q1 2023 | 837 | $14.2B |
| Q4 2022 | 881 | $15.5B |
| Q3 2022 | 809 | $12.6B |
| Q2 2022 | 853 | $13.8B |
| Q1 2022 | 852 | $14.4B |
| Q4 2021 | 906 | $18.0B |
| Q3 2021 | 840 | $15.9B |
| Q2 2021 | 816 | $15.0B |
| Q1 2021 | 818 | $14.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Quest Diagnostics Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 1,840 | $259.0K | 0.01% | −1,141−38.3% | Reduced |
| D'Orazio & Associates, Inc. | 1,824 | $258.0K | 0.07% | −119−6.1% | Reduced |
| Scharf Investments, LLC | 1,823 | $257.9K | 0.01% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,820 | $257.5K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,804 | $255.2K | 0.01% | +1+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,803 | $255.0K | 0.00% | +831+85.5% | Added |
| Silvercrest Asset Management Group LLC | 1,796 | $254.1K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,795 | $254.0K | 0.02% | −68−3.7% | Reduced |
| Hills Bank & Trust Co | 1,794 | $253.8K | 0.04% | 00.0% | Unchanged |
| Lane Generational LLC | 1,790 | $253.2K | 0.32% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,773 | $251.0K | 0.12% | −20−1.1% | Reduced |
| Ballast, Inc. | 1,762 | $249.3K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,758 | $248.8K | 0.05% | −249−12.4% | Reduced |
| NinePointTwo Capital | 1,757 | $248.0K | 0.09% | +1,757 | New |
| Compton Capital Management Inc | 1,750 | $247.6K | 0.53% | −3,150−64.3% | Reduced |
| Zhang Financial LLC | 1,733 | $245.2K | 0.03% | −712−29.1% | Reduced |
| Profund Advisors LLC | 1,705 | $241.2K | 0.01% | −141−7.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 1,700 | $240.5K | 0.13% | −115−6.3% | Reduced |
| Montecito Bank & Trust | 1,693 | $239.5K | 0.06% | +117+7.4% | Added |
| Univest Financial Corp | 1,677 | $237.3K | 0.07% | −159−8.7% | Reduced |
| We Are One Seven, LLC | 1,674 | $236.8K | 0.02% | +1,674 | New |
| Kovitz Investment Group Partners, LLC | 1,666 | $236.0K | 0.00% | +25+1.5% | Added |
| Tower Research Capital LLC (TRC) | 1,659 | $235.0K | 0.01% | −879−34.6% | Reduced |
| Great Diamond Partners, LLC | 1,649 | $233.3K | 0.07% | +1+0.1% | Added |
| Bradley Foster & Sargent Inc | 1,648 | $233.2K | 0.01% | −2−0.1% | Reduced |
| Raymond James Trust N.A. | 1,645 | $233.0K | 0.01% | −91−5.2% | Reduced |
| Lifeworks Advisors, LLC | 1,637 | $231.6K | 0.11% | +349+27.1% | Added |
| Claro Advisors LLC | 1,629 | $230.5K | 0.07% | +197+13.8% | Added |
| Covestor Ltd | 1,630 | $230.0K | 0.20% | −87−5.1% | Reduced |
| Fisher Asset Management, LLC | 1,621 | $229.5K | 0.00% | +1,621 | New |
| Hilltop Holdings Inc. | 1,621 | $229.3K | 0.03% | +250+18.2% | Added |
| Mutual Advisors, LLC | 1,611 | $228.0K | 0.01% | −15−0.9% | Reduced |
| WBH Advisory Inc | 1,600 | $226.4K | 0.03% | +1,600 | New |
| Sentry LLC | 1,600 | $226.4K | 0.05% | +1,600 | New |
| Affinity Investment Advisors, LLC | 1,575 | $222.8K | 0.12% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,574 | $222.7K | 0.13% | +1,574 | New |
| Brighton Jones LLC | 1,573 | $222.6K | 0.01% | +84+5.6% | Added |
| Legacy Capital Wealth Partners, LLC | 1,535 | $217.2K | 0.06% | +1,535 | New |
| Kestra Private Wealth Services, LLC | 1,519 | $215.0K | 0.01% | +1,519 | New |
| Community Bank, N.A. | 1,500 | $212.2K | 0.03% | −483−24.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,500 | $212.2K | 0.20% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,499 | $212.1K | 0.01% | −70−4.5% | Reduced |
| Berkshire Asset Management LLC | 1,499 | $212.1K | 0.01% | +1,499 | New |
| Westshore Wealth, LLC | 1,487 | $210.4K | 0.11% | +74+5.2% | Added |
| Proequities, Inc. | 1,467 | $207.6K | 0.02% | +12+0.8% | Added |
| TD Ameritrade Investment Management, LLC | 1,447 | $205.0K | 0.00% | −472−24.6% | Reduced |
| Smithfield Trust Co | 1,455 | $205.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,444 | $204.3K | 0.15% | +1,444 | New |
| Wahed Invest LLC | 1,443 | $204.2K | 0.09% | +4+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,436 | $203.2K | 0.02% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 1,462 | $203.0K | 1.21% | −197−11.9% | Reduced |
| Martingale Asset Management L P | 1,426 | $201.8K | 0.00% | +1,426 | New |
| Old National Bancorp | 1,421 | $201.0K | 0.01% | −93−6.1% | Reduced |
| Buckingham Strategic Partners | 1,420 | $200.9K | 0.01% | −142−9.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,405 | $198.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,375 | $194.5K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,340 | $189.6K | 1.17% | −35−2.5% | Reduced |
| Ci Investments Inc. | 1,289 | $182.0K | 0.00% | +797+162.0% | Added |
| Ossiam | 1,268 | $179.4K | 0.00% | −4,207−76.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,241 | $176.0K | 0.03% | −22−1.7% | Reduced |
| Dark Forest Capital Management LP | 1,226 | $173.5K | 0.04% | +81+7.1% | Added |
| Catalyst Capital Advisors LLC | 1,225 | $173.3K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,245 | $170.4K | 0.17% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,175 | $166.2K | 0.09% | −3−0.3% | Reduced |
| Portland Hill Asset Management Ltd | 1,151 | $164.0K | 0.38% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,115 | $157.8K | 0.02% | +44+4.1% | Added |
| Deseret Mutual Benefit Administrators | 1,102 | $155.9K | 0.06% | +240+27.8% | Added |
| Allworth Financial LP | 1,069 | $151.3K | 0.00% | +11+1.0% | Added |
| Signaturefd, LLC | 1,027 | $145.3K | 0.00% | −147−12.5% | Reduced |
| Hollencrest Capital Management | 1,010 | $142.9K | 0.02% | +200+24.7% | Added |
| Investors Research Corp | 1,009 | $142.8K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,008 | $142.6K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 951 | $134.6K | 0.06% | +951 | New |
| Montag A & Associates Inc | 950 | $134.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 936 | $132.4K | 0.01% | −55−5.5% | Reduced |
| Kapitalo Investimentos Ltda | 929 | $131.4K | 0.04% | +929 | New |
| State of Wyoming | 915 | $129.5K | 0.04% | −766−45.6% | Reduced |
| Bellevue Group AG | 870 | $123.1K | 0.00% | +870 | New |
| First Horizon Advisors, Inc. | 851 | $120.4K | 0.00% | −314−27.0% | Reduced |
| IFP Advisors, Inc | 1,971 | $115.0K | 0.01% | −1,198−37.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 783 | $111.0K | 0.01% | −3−0.4% | Reduced |
| Cypress Capital Management LLC (WY) | 765 | $108.2K | 0.13% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 761 | $108.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 728 | $103.0K | 0.01% | +695+2,106.1% | Added |
| Mirova | 721 | $102.0K | 0.01% | +721 | New |
| Chesapeake Asset Management LLC | 700 | $99.0K | 0.09% | +700 | New |
| Harbour Investments, Inc. | 663 | $93.8K | 0.01% | −24−3.5% | Reduced |
| Capstone Investment Advisors, LLC | 654 | $92.5K | 0.00% | −2,879−81.5% | Reduced |
| Ridgewood Investments LLC | 614 | $86.8K | 0.05% | −701−53.3% | Reduced |
| Annapolis Financial Services, LLC | 607 | $85.9K | 0.03% | −47−7.2% | Reduced |
| Endurance Wealth Management, Inc. | 600 | $85.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $84.9K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 590 | $83.5K | 0.00% | −850−59.0% | Reduced |
| Farther Finance Advisors, LLC | 541 | $76.5K | 0.02% | +96+21.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 537 | $76.0K | 0.00% | −101−15.8% | Reduced |
| International Assets Investment Management, LLC | 532 | $75.3K | 0.01% | +532 | New |
| Geneos Wealth Management Inc. | 511 | $72.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 510 | $72.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 498 | $71.3K | 0.00% | +498 | New |
| Arrow Financial Corp | 500 | $70.7K | 0.01% | 00.0% | Unchanged |