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 1,077 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
14
shares
|
$1,919
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
14
shares
|
$1,919
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
14
shares
|
$1,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
13
shares
|
$1,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
13
shares
|
$1,782
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12
shares
|
$1,645
0.0% of portfolio
|
Q4 2022
Reduced 40.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
11
shares
|
$1,507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
11
shares
|
$1,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
11
shares
|
$1,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$1,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
11
shares
|
$1,507
0.0% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
10
shares
|
$1,370
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
10
shares
|
$1,370
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q4 2021
Reduced 99.14%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q2 2025
Reduced 47.06%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
7
shares
|
$959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
7
shares
|
$959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
7
shares
|
$959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
7
shares
|
$959
0.0% of portfolio
|
Q1 2023
Added 13485.71%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6
shares
|
$822
0.0% of portfolio
|
Q2 2024
Reduced 80.65%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$685
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
5
shares
|
$685
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
5
shares
|
$685
0.0% of portfolio
|
Q2 2025
New holding
|