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 1,134 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
17
shares
|
$2,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
17
shares
|
$2,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
17
shares
|
$2,330
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
16
shares
|
$2,193
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
15
shares
|
$2,056
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
15
shares
|
$2,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
15
shares
|
$2,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14
shares
|
$1,919
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
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 |
Oct 28, 2025 Q3 2025 |
14
shares
|
$1,919
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
13
shares
|
$1,782
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12
shares
|
$1,645
0.0% of portfolio
|
Q4 2022
Reduced 40.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
11
shares
|
$1,507
0.0% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
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 |
Nov 06, 2025 Q3 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
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
10
shares
|
$1,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
9
shares
|
$1,233
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
8
shares
|
$1,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$1,096
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|