DGX · Company research

Quest Diagnostics Inc. (DGX): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableHealthcare

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
AQR CAPITAL MANAGEMENT LLC1167557Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5975212619618———Aug 14, 2026SEC_13F_DATASET
HighPoint Advisor Group LLC1616034Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1600339216———Aug 5, 2026SEC_13F_DATASET
TOTH FINANCIAL ADVISORY CORP866780Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)325306894743———Jul 14, 2026SEC_13F_DATASET
Pinnacle Wealth Management Advisory Group, LLC1631864Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1066225939———Aug 5, 2026SEC_13F_DATASET
SILVERCREST ASSET MANAGEMENT GROUP LLC1232395Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12688826893912000———Aug 14, 2026SEC_13F_DATASET
MANUFACTURERS LIFE INSURANCE COMPANY, THE928047Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9977021146252———Aug 14, 2026SEC_13F_DATASET
Nykredit A/S1847328Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)339407193583———Aug 13, 2026SEC_13F_DATASET
Emergent Wealth Advisors, LLC1799880Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2800593460———Jul 14, 2026SEC_13F_DATASET
WBH ADVISORY INC1259671Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1400296730———Aug 5, 2026SEC_13F_DATASET
Wealthfront Advisers LLC1763921Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)347897373575———Aug 7, 2026SEC_13F_DATASET
Montecito Bank & Trust1422508Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2174460779———Jul 16, 2026SEC_13F_DATASET
ZEVENBERGEN CAPITAL INVESTMENTS LLC1276918Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)113152398214———Jul 16, 2026SEC_13F_DATASET
TUDOR INVESTMENT CORP ET AL923093Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)209004429755000———Aug 14, 2026SEC_13F_DATASET
Wedmont Private Capital1904274Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3120647262———Jul 13, 2026SEC_13F_DATASET
WOLFF WIESE MAGANA LLC1832097Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7014837———Jul 13, 2026SEC_13F_DATASET
Independence Bank of Kentucky1730479Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10021195———Jul 13, 2026SEC_13F_DATASET
Zurcher Kantonalbank (Zurich Cantonalbank)1368163Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)307336513859———Aug 12, 2026SEC_13F_DATASET
Bridgefront Capital, LLC1725690Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3445730168———Aug 14, 2026SEC_13F_DATASET
VANGUARD FIDUCIARY TRUST CO933478Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)621639131756386———Aug 13, 2026SEC_13F_DATASET
Gryphon Financial Partners LLC1729094Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1861394397———Aug 5, 2026SEC_13F_DATASET
TKG Advisors, LLC1843275Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)148003136860———Jul 27, 2026SEC_13F_DATASET
OMERS ADMINISTRATION Corp1053321Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)66141401837———Aug 13, 2026SEC_13F_DATASET
Private Advisor Group, LLC1567755Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)53571135399———Jul 27, 2026SEC_13F_DATASET
State of Tennessee, Department of Treasury1587973Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)238565056280000———Aug 14, 2026SEC_13F_DATASET
Cypress Capital Group1341748Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2000423900———Aug 5, 2026SEC_13F_DATASET
NATIXIS ADVISORS, LLC1018331Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10218821658———Aug 14, 2026SEC_13F_DATASET
MML INVESTORS SERVICES, LLC701059Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)194574123848———Aug 7, 2026SEC_13F_DATASET
NORDEA INVESTMENT MANAGEMENT AB1218210Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6010512721824———Aug 5, 2026SEC_13F_DATASET
&PARTNERS107136Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12436326382365———Aug 14, 2026SEC_13F_DATASET
Cromwell Holdings LLC1894712Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21244933———Jul 14, 2026SEC_13F_DATASET
Red Door Wealth Management, LLC1783599Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3024640937———Jul 13, 2026SEC_13F_DATASET
VICTORY CAPITAL MANAGEMENT INC1040188Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1467506311037928———Aug 7, 2026SEC_13F_DATASET
Siemens Fonds Invest GmbH1856637Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4715999344———Aug 14, 2026SEC_13F_DATASET
Tema ETFs LLC2056807Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1518321740———Jul 10, 2026SEC_13F_DATASET
Greenspring Advisors, LLC1922200Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2448518854———Aug 11, 2026SEC_13F_DATASET
New Hampshire Trust1961742Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3723789090———Jul 27, 2026SEC_13F_DATASET
Simplify Asset Management Inc.1846368Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4971510537094———Jul 16, 2026SEC_13F_DATASET
Sigma Planning Corp1449126Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4199890017———Aug 7, 2026SEC_13F_DATASET
BROWN BROTHERS HARRIMAN & CO14661Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2514532842———Aug 12, 2026SEC_13F_DATASET
Hilton Head Capital Partners, LLC2109913Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)102120———Jul 27, 2026SEC_13F_DATASET
Wescott Financial Advisory Group, LLC1864880Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1149243531———Aug 4, 2026SEC_13F_DATASET
Gerber Kawasaki Wealth & Investment Management1666736Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)56251192243———Aug 7, 2026SEC_13F_DATASET
OneAscent Financial Services LLC1780985Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1300275561———Aug 11, 2026SEC_13F_DATASET
Cetera Trust Company, N.A2005547Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)306359———Aug 13, 2026SEC_13F_DATASET
Abound Wealth Management1950323Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7515976———Jul 10, 2026SEC_13F_DATASET
ACADIAN ASSET MANAGEMENT LLC916542Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)34648973419———Aug 13, 2026SEC_13F_DATASET
DIVERSIFIED MANAGEMENT INC922372Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2596550222———Jul 10, 2026SEC_13F_DATASET
Rossby Financial, LCC2056510Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1058224288———Aug 4, 2026SEC_13F_DATASET
SOUTH PLAINS FINANCIAL, INC.1163668Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19841966———Aug 13, 2026SEC_13F_DATASET
APG Asset Management N.V.1434819Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15033427869580———Aug 12, 2026SEC_13F_DATASET
SEB Asset Management AB2127509Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)18290638766863———Aug 4, 2026SEC_13F_DATASET
NORGES BANK1374170Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1406620298133109———Aug 12, 2026SEC_13F_DATASET
BARTLETT & CO. WEALTH MANAGEMENT LLC2010186Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5812293———Jul 24, 2026SEC_13F_DATASET
MUFG Securities EMEA plc1597694Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4308913081———Aug 12, 2026SEC_13F_DATASET
Vancity Investment Management Ltd1846311Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2548540———Aug 24, 2026SEC_13F_DATASET
Cypress Capital Management LLC (WY)1633896Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)600127170———Aug 6, 2026SEC_13F_DATASET
KLP KAPITALFORVALTNING AS1717443Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)434039199266———Aug 12, 2026SEC_13F_DATASET
Pine Valley Investments Ltd Liability Co1975417Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)162143436544———Jul 24, 2026SEC_13F_DATASET
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV709089Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1198253916———Jul 24, 2026SEC_13F_DATASET
MARSHALL WACE, LLP1318757Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13297228183415———Aug 13, 2026SEC_13F_DATASET
Callan Family Office, LLC1938970Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)58681243802———Aug 11, 2026SEC_13F_DATASET
Phillips Wealth Planners LLC1962628Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1191252945———Aug 7, 2026SEC_13F_DATASET
Mill Capital Management, LLC1901166Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1620343359———Aug 3, 2026SEC_13F_DATASET
Victrix Investment Advisors2055229Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1210256460———Jul 8, 2026SEC_13F_DATASET
VestGen Advisors, LLC2050130Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1556329794———Aug 11, 2026SEC_13F_DATASET
ROCKLAND TRUST CO84616Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)967204956———Jul 8, 2026SEC_13F_DATASET
Breakwater Capital Group1964309Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)54731160002———Jul 8, 2026SEC_13F_DATASET
Principia Wealth Advisory, LLC2041436Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)81696000———Aug 26, 2026SEC_13F_DATASET
Pathstone Holdings, LLC2011612Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)142713024756———Aug 13, 2026SEC_13F_DATASET
Catalyst Capital Advisors LLC1549275Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)129002734155———Jul 24, 2026SEC_13F_DATASET
ELEVATION WEALTH PARTNERS, LLC1976256Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)347207———Jul 8, 2026SEC_13F_DATASET
CHARLES SCHWAB INVESTMENT MANAGEMENT INC884546Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)773689163983384———Aug 14, 2026SEC_13F_DATASET
JGP Wealth Management, LLC1748278Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6698214196899———Jul 7, 2026SEC_13F_DATASET
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC922127Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)114432425344———Aug 11, 2026SEC_13F_DATASET
Korea Investment CORP1441689Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)468299925407———Aug 12, 2026SEC_13F_DATASET
EP Wealth Advisors, LLC1540569Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3498741428———Aug 12, 2026SEC_13F_DATASET
Sentry LLC2004474Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1600339120———Aug 14, 2026SEC_13F_DATASET
Hardworking Capital Advisors, LLC2098583Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4449943063———Aug 3, 2026SEC_13F_DATASET
POWER WEALTH MANAGEMENT LLC2001039Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1000211950———Aug 3, 2026SEC_13F_DATASET
MIZUHO SECURITIES USA LLC812291Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)66501303267———Jul 24, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.