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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 1,726 | $238.0K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 1,722 | $237.4K | 0.00% | +65+3.9% | Added |
| Ballast, Inc. | 1,712 | $236.1K | 0.08% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,708 | $235.5K | 0.15% | +59+3.6% | Added |
| Brighton Jones LLC | 1,694 | $233.6K | 0.01% | +1,694 | New |
| National Asset Management, Inc. | 1,689 | $232.8K | 0.01% | −333−16.5% | Reduced |
| Arjuna Capital | 1,682 | $231.9K | 0.07% | −11,381−87.1% | Reduced |
| First Hawaiian Bank | 1,681 | $231.8K | 0.01% | +1,681 | New |
| Trilogy Capital Inc. | 1,676 | $231.2K | 0.01% | −409−19.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 1,665 | $229.6K | 0.11% | +1,665 | New |
| Kingsview Wealth Management, LLC | 1,661 | $229.0K | 0.01% | −196−10.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,658 | $228.6K | 0.02% | +1,658 | 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 |
| 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 |
| Cetera Advisors LLC | 1,623 | $223.8K | 0.00% | −701−30.2% | Reduced |
| Hilltop Holdings Inc. | 1,621 | $223.5K | 0.03% | +1,621 | New |
| Horizon Investments, LLC | 1,622 | $222.5K | 0.01% | +12+0.7% | Added |
| 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 |
| Sentry LLC | 1,600 | $220.6K | 0.05% | −105−6.2% | Reduced |
| Great Diamond Partners, LLC | 1,575 | $217.2K | 0.05% | +1,575 | New |
| Proequities, Inc. | 1,521 | $209.8K | 0.02% | −4−0.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,500 | $206.8K | 0.17% | +1,500 | New |
| Federation des caisses Desjardins du Quebec | 1,493 | $205.9K | 0.00% | −586−28.2% | Reduced |
| Berkshire Asset Management LLC | 1,484 | $204.6K | 0.01% | +1,484 | New |
| Retirement Planning Co of New England, Inc. | 1,475 | $203.4K | 0.09% | +1,475 | New |
| Kovitz Investment Group Partners, LLC | 1,471 | $202.8K | 0.00% | +1,471 | New |
| Clarius Group, LLC | 1,455 | $200.6K | 0.02% | +1,455 | New |
| Umb Bank N A | 1,430 | $197.2K | 0.00% | −30−2.1% | Reduced |
| Dakota Community Bank & Trust NA | 1,377 | $189.9K | 1.06% | +25+1.8% | Added |
| Signaturefd, LLC | 1,374 | $189.4K | 0.00% | +418+43.7% | Added |
| Mendota Financial Group, LLC | 1,296 | $178.7K | 0.14% | +76+6.2% | Added |
| Ameritas Investment Partners, Inc. | 1,249 | $172.2K | 0.01% | −126−9.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,246 | $172.0K | 0.02% | −24−1.9% | Reduced |
| Harbour Investments, Inc. | 1,202 | $165.7K | 0.01% | +537+80.8% | Added |
| Smithfield Trust Co | 1,195 | $164.0K | 0.01% | −208−14.8% | Reduced |
| Addison Advisors LLC | 1,175 | $162.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,158 | $159.7K | 0.00% | −1,793−60.8% | Reduced |
| Perkins Coie Trust Co | 1,155 | $159.3K | 0.04% | −5−0.4% | Reduced |
| Members Capital Advisors Inc | 1,140 | $157.2K | 0.45% | −9,008−88.8% | Reduced |
| Private Trust Co NA | 1,139 | $157.0K | 0.02% | +757+198.2% | Added |
| Sound Income Strategies, LLC | 1,046 | $144.2K | 0.01% | +981+1,509.2% | Added |
| Portland Hill Asset Management Ltd | 1,151 | $144.0K | 0.38% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,009 | $139.1K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 1,009 | $139.1K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,008 | $139.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $137.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $137.9K | 0.01% | −423−29.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 970 | $133.7K | 0.00% | +33+3.5% | Added |
| Montag A & Associates Inc | 950 | $131.0K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 950 | $131.0K | 0.06% | +950 | New |
| Ronald Blue Trust, Inc. | 1,066 | $130.0K | 0.00% | +131+14.0% | Added |
| Spire Wealth Management | 964 | $127.9K | 0.00% | −695−41.9% | Reduced |
| Principal Securities, Inc. | 897 | $123.7K | 0.00% | +897 | New |
| Allworth Financial LP | 890 | $122.7K | 0.00% | −28−3.1% | Reduced |
| LGT Financial Advisors LLC | 820 | $113.1K | 0.14% | +408+99.0% | Added |
| AdvisorNet Financial, Inc | 791 | $109.1K | 0.01% | +22+2.9% | Added |
| Cypress Capital Management LLC (WY) | 765 | $105.5K | 0.12% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 740 | $101.0K | 0.00% | −261−26.1% | Reduced |
| Deseret Mutual Benefit Administrators | 720 | $99.3K | 0.06% | −214−22.9% | Reduced |
| SYSTM Wealth Solutions LLC | 700 | $96.5K | 0.01% | +700 | New |
| Sachetta, LLC | 664 | $91.6K | 0.04% | +664 | New |
| Transamerica Financial Advisors, Inc. | 627 | $87.0K | 0.01% | −114−15.4% | Reduced |
| Capstone Investment Advisors, LLC | 600 | $82.7K | 0.00% | −7,751−92.8% | Reduced |
| Optimum Investment Advisors | 600 | $82.7K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 590 | $81.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 569 | $78.5K | 0.01% | −14−2.4% | Reduced |
| International Assets Investment Management, LLC | 25,385 | $78.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 559 | $77.1K | 0.01% | +34+6.5% | Added |
| Geneos Wealth Management Inc. | 559 | $77.1K | 0.00% | +11+2.0% | Added |
| Salem Investment Counselors Inc | 510 | $70.3K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 518 | $70.0K | 0.00% | −108−17.3% | Reduced |
| Arrow Financial Corp | 500 | $68.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $68.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 519 | $66.7K | 0.02% | +519 | New |
| Old Second National Bank of Aurora | 466 | $64.3K | 0.02% | 00.0% | Unchanged |
| Ossiam | 452 | $62.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 442 | $60.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 440 | $60.7K | 0.01% | +60+15.8% | Added |
| Westpac Banking Corp | 432 | $59.6K | 0.00% | −5,602−92.8% | Reduced |
| Virtus Investment Advisers, Inc. | 432 | $59.6K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 418 | $57.6K | 0.00% | −1−0.2% | Reduced |
| Lindbrook Capital, LLC | 415 | $57.2K | 0.01% | +227+120.7% | Added |
| Long Island Wealth Management, Inc. | 411 | $57.0K | 0.04% | +411 | New |
| State of Wyoming | 412 | $56.8K | 0.01% | −1,507−78.5% | Reduced |
| Baldwin Brothers Inc | 400 | $55.2K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 385 | $53.1K | 0.08% | −50−11.5% | Reduced |
| Washington Trust Co | 360 | $49.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 350 | $48.3K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 330 | $45.5K | 0.01% | +2+0.6% | Added |
| Impact Partnership Wealth, LLC | 327 | $45.1K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 325 | $44.8K | 0.07% | +325 | New |
| Atticus Wealth Management, LLC | 320 | $44.1K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 312 | $43.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 311 | $42.9K | 0.00% | −21,424−98.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 296 | $41.0K | 0.00% | −20−6.3% | Reduced |
| Hall Laurie J Trustee | 300 | $41.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 295 | $40.7K | 0.01% | −135−31.4% | Reduced |