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, Q4 2023
Institutional positions in Quest Diagnostics Inc as of Dec 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
- 829
- +44 vs. Q3 2023
- Shares held
- 97.7M
- −303.2K (−0.3%) vs. Q3 2023
- Total value
- $13.5B
- +$1.50B (+12.6%) vs. Q3 2023
- New holders
- 107
- 253 more added
- Sold out
- 63
- 330 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Quest Diagnostics Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 1,471 | $202.8K | 0.00% | +1,471 | New |
| Retirement Planning Co of New England, Inc. | 1,475 | $203.4K | 0.09% | +1,475 | New |
| Berkshire Asset Management LLC | 1,484 | $204.6K | 0.01% | +1,484 | New |
| Federation des caisses Desjardins du Quebec | 1,493 | $205.9K | 0.00% | −586−28.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,500 | $206.8K | 0.17% | +1,500 | New |
| Proequities, Inc. | 1,521 | $209.8K | 0.02% | −4−0.3% | Reduced |
| Great Diamond Partners, LLC | 1,575 | $217.2K | 0.05% | +1,575 | New |
| Sentry LLC | 1,600 | $220.6K | 0.05% | −105−6.2% | Reduced |
| Kestra Private Wealth Services, LLC | 1,608 | $221.7K | 0.01% | −132−7.6% | Reduced |
| Tyche Wealth Partners LLC | 1,608 | $221.7K | 0.05% | +1,608 | New |
| Horizon Investments, LLC | 1,622 | $222.5K | 0.01% | +12+0.7% | Added |
| Hilltop Holdings Inc. | 1,621 | $223.5K | 0.03% | +1,621 | New |
| Cetera Advisors LLC | 1,623 | $223.8K | 0.00% | −701−30.2% | Reduced |
| KFG Wealth Management, LLC | 1,631 | $224.9K | 0.10% | −61−3.6% | Reduced |
| Buckingham Strategic Partners | 1,631 | $224.9K | 0.01% | +1,631 | New |
| Bradley Foster & Sargent Inc | 1,648 | $227.2K | 0.00% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,648 | $227.2K | 0.03% | +1,648 | New |
| Dorsey & Whitney Trust CO LLC | 1,658 | $228.6K | 0.02% | +1,658 | New |
| Kingsview Wealth Management, LLC | 1,661 | $229.0K | 0.01% | −196−10.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 1,665 | $229.6K | 0.11% | +1,665 | New |
| Trilogy Capital Inc. | 1,676 | $231.2K | 0.01% | −409−19.6% | Reduced |
| First Hawaiian Bank | 1,681 | $231.8K | 0.01% | +1,681 | New |
| Arjuna Capital | 1,682 | $231.9K | 0.07% | −11,381−87.1% | Reduced |
| National Asset Management, Inc. | 1,689 | $232.8K | 0.01% | −333−16.5% | Reduced |
| Brighton Jones LLC | 1,694 | $233.6K | 0.01% | +1,694 | New |
| IMPACTfolio, LLC | 1,708 | $235.5K | 0.15% | +59+3.6% | Added |
| Ballast, Inc. | 1,712 | $236.1K | 0.08% | 00.0% | Unchanged |
| Lincoln National Corp | 1,722 | $237.4K | 0.00% | +65+3.9% | Added |
| Silvercrest Asset Management Group LLC | 1,726 | $238.0K | 0.00% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,733 | $238.9K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,739 | $239.7K | 0.04% | −20−1.1% | Reduced |
| Eads & Heald Wealth Management | 1,743 | $240.0K | 0.12% | 00.0% | Unchanged |
| Lane Generational LLC | 1,742 | $240.2K | 0.30% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,746 | $240.7K | 0.04% | 00.0% | Unchanged |
| Scharf Investments, LLC | 1,758 | $242.4K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,778 | $245.2K | 0.01% | −123−6.5% | Reduced |
| Meeder Advisory Services, Inc. | 1,785 | $246.1K | 0.03% | +23+1.3% | Added |
| Hills Bank & Trust Co | 1,790 | $246.8K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,795 | $247.5K | 0.02% | −5,990−76.9% | Reduced |
| Wahed Invest LLC | 1,807 | $249.1K | 0.07% | +49+2.8% | Added |
| Mill Capital Management, LLC | 1,808 | $249.3K | 0.02% | −125−6.5% | Reduced |
| Enterprise Bank & Trust Co | 1,819 | $250.8K | 0.09% | +1,819 | New |
| Angeles Investment Advisors, LLC | 1,820 | $250.9K | 0.02% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 1,822 | $251.2K | 0.02% | −189−9.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,824 | $251.5K | 0.02% | +119+7.0% | Added |
| Forum Financial Management, LP | 1,836 | $253.2K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,795 | $254.9K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,860 | $256.0K | 0.00% | −309−14.2% | Reduced |
| Ledyard National Bank | 1,874 | $258.4K | 0.03% | +1,874 | New |
| Seeds Investor LLC | 1,886 | $260.0K | 0.29% | +1,886 | New |
| Evercore Wealth Management, LLC | 1,899 | $261.8K | 0.00% | +1,899 | New |
| S.A. Mason LLC | 1,900 | $262.0K | 0.18% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,908 | $263.0K | 0.01% | +1,908 | New |
| Montecito Bank & Trust | 1,909 | $263.2K | 0.06% | +85+4.7% | Added |
| Greenspring Advisors, LLC | 1,918 | $264.5K | 0.07% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,919 | $264.6K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,920 | $264.7K | 0.01% | +185+10.7% | Added |
| Covestor Ltd | 1,917 | $265.0K | 0.18% | +90+4.9% | Added |
| Atlantic Trust, LLC | 1,945 | $268.1K | 0.07% | +3+0.2% | Added |
| Putnam Investments LLC | 1,945 | $268.2K | 0.00% | −29−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,959 | $270.1K | 0.01% | −3−0.2% | Reduced |
| River Wealth Advisors LLC | 1,969 | $271.4K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,974 | $272.2K | 0.00% | −46,583−95.9% | Reduced |
| David Loasby | 1,923 | $273.0K | 0.03% | +1,923 | New |
| Morningstar Investment Management LLC | 1,995 | $275.0K | 0.03% | −12−0.6% | Reduced |
| Inceptionr LLC | 2,023 | $278.9K | 0.20% | +2,023 | New |
| Golden State Equity Partners | 2,035 | $280.6K | 0.07% | +251+14.1% | Added |
| Atria Wealth Solutions, Inc. | 2,039 | $281.1K | 0.00% | +15+0.7% | Added |
| Globeflex Capital L P | 2,049 | $282.5K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,076 | $286.2K | 0.02% | +31+1.5% | Added |
| Sawtooth Solutions, LLC | 2,091 | $288.3K | 0.01% | +244+13.2% | Added |
| Bleakley Financial Group, LLC | 2,091 | $288.3K | 0.01% | +244+13.2% | Added |
| Holderness Investments Co | 2,100 | $289.5K | 0.08% | +2,100 | New |
| Empowered Funds, LLC | 2,133 | $294.1K | 0.01% | +227+11.9% | Added |
| Dakota Wealth Management | 2,133 | $294.1K | 0.01% | −332−13.5% | Reduced |
| Integrated Advisors Network LLC | 2,157 | $297.4K | 0.02% | +259+13.6% | Added |
| Avantax Advisory Services, Inc. | 2,167 | $298.8K | 0.00% | +38+1.8% | Added |
| AXA S.A. | 2,202 | $303.6K | 0.00% | −1,277−36.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,207 | $304.3K | 0.03% | −1,466−39.9% | Reduced |
| Keudell/Morrison Wealth Management | 2,227 | $307.1K | 0.10% | +52+2.4% | Added |
| Tokio Marine Asset Management Co Ltd | 2,262 | $311.9K | 0.02% | +185+8.9% | Added |
| Van Eck Associates Corp | 2,272 | $313.0K | 0.00% | −275−10.8% | Reduced |
| Gryphon Financial Partners LLC | 2,260 | $314.0K | 0.06% | +223+10.9% | Added |
| Nomura Holdings Inc | 2,278 | $314.1K | 0.00% | +2,278 | New |
| Buckingham Strategic Wealth, LLC | 2,280 | $314.4K | 0.00% | −21−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 2,290 | $315.7K | 0.00% | +2,290 | New |
| Genesee Capital Advisors, LLC | 2,295 | $316.4K | 0.20% | +14+0.6% | Added |
| GTS Securities LLC | 2,302 | $317.4K | 0.01% | +2,302 | New |
| WealthShield Partners, LLC | 2,303 | $317.5K | 0.05% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,313 | $318.9K | 0.10% | +2,313 | New |
| Boothbay Fund Management, LLC | 2,337 | $322.2K | 0.01% | +569+32.2% | Added |
| First Wilshire Securities Management Inc | 2,350 | $324.0K | 0.10% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 2,370 | $326.8K | 0.03% | −2,480−51.1% | Reduced |
| Commonwealth Financial Services, LLC | 2,393 | $329.9K | 0.08% | −240−9.1% | Reduced |
| Tectonic Advisors LLC | 2,435 | $335.7K | 0.03% | +2,435 | New |
| Wedbush Securities Inc | 2,436 | $336.0K | 0.01% | +2,436 | New |
| Wesbanco Bank Inc | 2,442 | $336.7K | 0.02% | −1,288−34.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,448 | $337.5K | 0.01% | +35+1.5% | Added |
| Wellington Wealth Strategies, LLC. | 2,457 | $338.8K | 0.30% | +2,457 | New |
| Central Trust Co | 2,463 | $339.6K | 0.01% | −63−2.5% | Reduced |