Institutional Ownership Quest Diagnostics Inc (DGX)
This table provides information about the institutional ownership of Quest Diagnostics Inc (DGX). We have compiled data on the 1,010 institutions that hold shares in the stock, with a total of 97.7 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
884
shares
|
$121,187
0.03% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
860
shares
|
$117,897
0.06% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
842
shares
|
$115,429
0.01% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
742
shares
|
$101,720
0.01% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
740
shares
|
$101,446
0.0% of portfolio
|
Q2 2020
Reduced 32.74%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
723
shares
|
$99,116
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
705
shares
|
$96,648
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
667
shares
|
$91,439
0.01% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
637
shares
|
$87,326
0.02% of portfolio
|
Q3 2024
Added 836.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
615
shares
|
$84,310
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
609
shares
|
$83,487
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
608
shares
|
$83,350
0.01% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
602
shares
|
$82,528
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
600
shares
|
$82,254
0.04% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
600
shares
|
$82,254
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
600
shares
|
$82,254
0.0% of portfolio
|
Q4 2024
Reduced 99.05%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
600
shares
|
$82,254
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
600
shares
|
$82,254
0.09% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
555
shares
|
$76,084
0.0% of portfolio
|
Q4 2024
Added 45.29%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
553
shares
|
$75,810
0.0% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
552
shares
|
$75,673
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
549
shares
|
$75,262
0.04% of portfolio
|
Q1 2025
Reduced 26.99%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
506
shares
|
$69,367
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
500
shares
|
$68,545
0.01% of portfolio
|
Q1 2021
Reduced 1.96%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
485
shares
|
$66,488
0.0% of portfolio
|
Q4 2024
Added 142.5%
|