Who holds DGXticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

QUEST DIAGNOSTICS INC · COM · quarter ended 2026-03-31 · 14 members disclosed DGX ↗

840

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$16.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

363

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of DGX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.8B	9,172,292	−286,926	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	7,145,672	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	6,081,400	—	no prior
4	STATE STREET CORP	$1.1B	5,380,821	−1,726	trim
5	Boston Partners	$787M	4,012,232	+98,906	add
6	GEODE CAPITAL MANAGEMENT, LLC	$603M	3,086,308	+58,101	add
7	MORGAN STANLEY	$486M	2,479,720	−213,848	trim
8	EdgePoint Investment Group Inc.	$440M	2,243,869	+582,797	add
9	DIMENSIONAL FUND ADVISORS LP	$382M	1,949,535	+17,987	add
10	Grantham, Mayo, Van Otterloo & Co. LLC	$369M	1,883,024	+66,964	add
11	VICTORY CAPITAL MANAGEMENT INC	$362M	1,846,336	−280,086	trim
12	WELLS FARGO & COMPANY/MN	$345M	1,762,769	−6,324	trim
13	BANK OF AMERICA CORP /DE/	$344M	1,752,902	+129,964	add
14	Invesco Ltd.	$321M	1,638,487	−28,492	trim
15	NORTHERN TRUST CORP	$218M	1,114,219	+35,646	add
16	FMR LLC	$185M	942,218	−260,036	trim
17	AMERICAN CENTURY COMPANIES INC	$170M	867,331	−3,169	trim
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$166M	846,603	−332	trim
19	AMERIPRISE FINANCIAL INC	$158M	807,477	−5,977	trim
20	M&G Plc	$158M	805,341	−139,711	trim
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$149M	760,790	+9,736	add
22	Legal & General Group Plc	$144M	736,625	−6,349	trim
23	Qube Research & Technologies Ltd	$144M	734,714	+1,258	add
24	FIDUCIARY MANAGEMENT INC /WI/	$141M	720,986	−325,935	trim
25	UBS Group AG	$138M	702,337	−412,114	trim
26	Bank of New York Mellon Corp	$129M	655,961	−14,780	trim
27	VANGUARD FIDUCIARY TRUST CO	$121M	619,180	—	no prior
28	ALLIANCEBERNSTEIN L.P.	$118M	681,158	+48,751	add
29	Woodline Partners LP	$116M	593,744	+252,372	add
30	BARCLAYS PLC	$111M	565,470	+232,168	add
31	DEUTSCHE BANK AG\	$108M	550,899	−58,182	trim
32	PRINCIPAL FINANCIAL GROUP INC	$103M	526,033	−5,253	trim
33	CRAWFORD INVESTMENT COUNSEL INC	$95.3M	486,433	−10,066	trim
34	Nuveen, LLC	$91.2M	465,425	+131,391	add
35	RAYMOND JAMES FINANCIAL INC	$89.8M	458,455	−4,827	trim
36	Artemis Investment Management LLP	$87.7M	447,274	−13,451	trim
37	ENVESTNET ASSET MANAGEMENT INC	$80.8M	412,436	+78,633	add
38	Amundi	$80.0M	408,330	−55,834	trim
39	CITADEL ADVISORS LLC	$68.0M	347,218	−78,018	trim
40	Squarepoint Ops LLC	$67.8M	345,788	−220,012	trim
41	FIRST TRUST ADVISORS LP	$64.5M	329,152	−22,557	trim
42	Advisors Capital Management, LLC	$64.1M	327,251	+13,413	add
43	Swiss National Bank	$64.0M	326,500	+20,000	add
44	M.D. Sass, LLC	$58.7M	299,459	+299,459	new
45	SCHRODER INVESTMENT MANAGEMENT GROUP	$58.2M	295,035	+37,655	add
46	CITIGROUP INC	$56.3M	287,123	−22,694	trim
47	Sumitomo Mitsui Trust Group, Inc.	$51.9M	264,754	−12,429	trim
48	Mitsubishi UFJ Asset Management Co., Ltd.	$49.3M	251,441	+22,031	add
49	Vanguard Global Advisers, LLC	$47.5M	242,525	—	no prior
50	Eurizon Capital SGR S.p.A.	$47.2M	240,816	−8,366	trim
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$46.6M	237,792	−112,457	trim
52	Clark Capital Management Group, Inc.	$46.1M	235,422	+235,422	new
53	Quantinno Capital Management LP	$45.3M	231,025	−38,572	trim
54	BNP Paribas Asset Management Holding S.A.	$45.3M	230,934	+5,640	add
55	VANGUARD ASSET MANAGEMENT, Ltd	$44.4M	226,730	—	no prior
56	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$41.6M	212,180	+212,180	new
57	BANK OF MONTREAL /CAN/	$41.2M	210,365	−7,019	trim
58	ROYAL BANK OF CANADA	$38.9M	198,534	−30,197	trim
59	HSBC HOLDINGS PLC	$38.2M	195,144	−259,070	trim
60	VOYA INVESTMENT MANAGEMENT LLC	$36.5M	186,175	+84,547	add
61	CONNING INC.	$34.5M	175,906	+2,644	add
62	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$33.5M	170,912	+2,515	add
63	ANTIPODES PARTNERS Ltd	$31.9M	162,589	−9,398	trim
64	BRAUN STACEY ASSOCIATES INC	$30.7M	156,832	+2,978	add
65	COOKSON PEIRCE & CO INC	$30.6M	156,342	−5,161	trim
66	Copeland Capital Management, LLC	$30.4M	155,348	−4,289	trim
67	Willis Investment Counsel	$29.7M	151,800	0	no change
68	Focus Partners Wealth	$29.6M	150,856	−3,126	trim
69	CREDIT AGRICOLE S A	$29.1M	148,560	−3,748	trim
70	D. E. Shaw & Co., Inc.	$29.0M	147,727	−181,007	trim
71	STOREBRAND ASSET MANAGEMENT AS	$27.5M	140,574	—	no prior
72	SEB Asset Management AB	$27.4M	139,951	—	no prior
73	APG Asset Management N.V.	$26.2M	153,939	−43,953	trim
74	Universal- Beteiligungs- und Servicegesellschaft mbH	$25.8M	131,935	+12,066	add
75	Gotham Asset Management, LLC	$25.6M	130,777	+51,382	add
76	MACKENZIE FINANCIAL CORP	$24.8M	126,510	+21,664	add
77	&PARTNERS	$24.0M	122,183	+11,081	add
78	FRANKLIN RESOURCES INC	$23.8M	121,667	+75,399	add
79	Robeco Institutional Asset Management B.V.	$22.0M	112,412	+2,898	add
80	STIFEL FINANCIAL CORP	$22.0M	112,033	−989	trim
81	LPL Financial LLC	$21.7M	110,753	+27,367	add
82	Aberdeen Group plc	$21.3M	108,671	+3,785	add
83	Moran Wealth Management, LLC	$21.2M	108,351	+4,287	add
84	TOCQUEVILLE ASSET MANAGEMENT L.P.	$21.1M	107,479	−1,740	trim
85	Candriam S.C.A.	$20.4M	104,136	+1,522	add
86	Pictet Asset Management Holding SA	$20.1M	102,338	−59,915	trim
87	MERCER GLOBAL ADVISORS INC /ADV	$20.0M	101,846	+4,219	add
88	Man Group plc	$19.2M	98,184	+17,994	add
89	AVIVA PLC	$19.1M	97,284	+2,427	add
90	SCHWARTZ INVESTMENT COUNSEL INC	$18.8M	95,900	0	no change
91	ABN AMRO Bank N.V.	$18.7M	94,640	+5,658	add
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$18.7M	95,221	−1,643	trim
93	Midwest Trust Co	$18.7M	95,200	−300	trim
94	Swedbank AB	$18.4M	93,794	+326	add
95	BLAIR WILLIAM & CO/IL	$18.0M	91,972	−11,403	trim
96	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$17.8M	91,034	+272	add
97	WELLINGTON MANAGEMENT GROUP LLP	$17.8M	90,736	−9,410	trim
98	Boston Common Asset Management, LLC	$17.7M	90,326	−1,531	trim
99	Ceredex Value Advisors LLC	$17.1M	87,112	+87,112	new
100	FIL Ltd	$17.0M	86,569	+55,598	add
101	GLENMEDE TRUST CO NA	$16.8M	85,694	−2,882	trim
102	Chevy Chase Trust Holdings, LLC	$16.1M	81,897	−3,650	trim
103	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$15.7M	79,920	+29,600	add
104	SEI INVESTMENTS CO	$15.6M	79,588	+8,025	add
105	EASTERN BANK	$15.3M	77,995	+66,183	add
106	Mitsubishi UFJ Trust & Banking Corp	$15.0M	76,469	−1,115	trim
107	ABN AMRO INVESTMENT SOLUTIONS	$15.0M	76,360	+4,098	add
108	STATE OF WISCONSIN INVESTMENT BOARD	$14.4M	73,355	−2,914	trim
109	CIBC Asset Management Inc	$14.3M	72,897	−19,232	trim
110	Paradiem, LLC	$14.0M	71,480	−7,190	trim
111	DANSKE BANK A/S	$13.7M	69,961	−5,200	trim
112	HANCOCK WHITNEY CORP	$13.3M	68,038	+68,038	new
113	JGP Wealth Management, LLC	$13.2M	67,562	−13,995	trim
114	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$13.1M	66,849	+2,407	add
115	NORDEA INVESTMENT MANAGEMENT AB	$12.9M	65,960	+2,429	add
116	BECKER CAPITAL MANAGEMENT INC	$12.3M	62,849	+683	add
117	FIRST NATIONAL BANK OF OMAHA	$11.9M	60,694	+495	add
118	HighTower Advisors, LLC	$11.8M	60,014	+18,667	add
119	Integral Health Asset Management, LLC	$11.8M	60,000	−15,000	trim
120	EXENCIAL WEALTH ADVISORS, LLC	$11.6M	59,260	−2,860	trim
121	TD ASSET MANAGEMENT INC	$11.3M	57,605	+2,617	add
122	Vanguard Investments Australia, Ltd.	$10.9M	55,689	—	no prior
123	PRUDENTIAL FINANCIAL INC	$10.9M	55,482	−671	trim
124	CANADA PENSION PLAN INVESTMENT BOARD	$10.8M	55,300	−35,400	trim
125	Korea Investment CORP	$10.4M	52,929	+8,100	add
126	Swiss Life Asset Management Ltd	$10.4M	52,866	+9,528	add
127	NEW YORK STATE COMMON RETIREMENT FUND	$10.4M	52,863	0	no change
128	ROYAL LONDON ASSET MANAGEMENT LTD	$10.1M	51,570	+7,193	add
129	AIA Group Ltd	$9.9M	50,374	−4,777	trim
130	AQR CAPITAL MANAGEMENT LLC	$9.9M	50,267	−16,950	trim
131	Vontobel Holding Ltd.	$9.9M	50,266	−10,498	trim
132	MILLENNIUM MANAGEMENT LLC	$9.8M	50,166	+1,750	add
133	Casdin Capital, LLC	$9.8M	50,000	0	no change
134	PRUDENTIAL PLC	$9.7M	49,277	0	no change
135	Hilton Capital Management, LLC	$9.6M	49,211	+1,435	add
136	NATIONAL BANK OF CANADA /FI/	$9.6M	48,962	−50,830	trim
137	NOMURA ASSET MANAGEMENT CO LTD	$9.6M	48,847	+409	add
138	LAZARD ASSET MANAGEMENT LLC	$9.5M	48,586	−27,248	trim
139	Asset Management One Co., Ltd.	$9.3M	47,326	+1,997	add
140	National Pension Service	$9.2M	47,115	+47,115	new
141	HEARTLAND ADVISORS INC	$9.2M	46,986	−1,277	trim
142	Tredje AP-fonden	$9.1M	46,589	+33,372	add
143	Calamos Advisors LLC	$8.5M	43,506	+43,506	new
144	Resona Asset Management Co.,Ltd.	$8.5M	43,353	−144	trim
145	COMMONWEALTH EQUITY SERVICES, LLC	$8.4M	42,879	−3,042	trim
146	Artia Global Partners LP	$8.0M	40,817	0	no change
147	CIBC Bancorp USA Inc.	$7.8M	39,761	—	no prior
148	COMMERCE BANK	$7.8M	39,748	+25,820	add
149	Cerity Partners LLC	$7.8M	39,590	−2,510	trim
150	KLP KAPITALFORVALTNING AS	$7.7M	39,403	0	no change
151	OPPENHEIMER & CO INC	$7.6M	38,731	+897	add
152	Corient Private Wealth LLC	$7.6M	39,325	−163,017	trim
153	GHP Investment Advisors, Inc.	$7.5M	38,201	−285	trim
154	TD Waterhouse Canada Inc.	$7.4M	37,352	−3,843	trim
155	Cetera Investment Advisers	$7.3M	37,274	+8,362	add
156	Tidal Investments LLC	$7.3M	37,064	+30,172	add
157	Capital Wealth Planning, LLC	$7.3M	36,994	+384	add
158	Allianz Asset Management GmbH	$7.2M	36,990	−27,716	trim
159	State of New Jersey Common Pension Fund D	$7.1M	36,370	0	no change
160	FIFTH THIRD BANCORP	$6.9M	35,096	+26,233	add
161	Railway Pension Investments Ltd	$6.8M	34,500	+34,500	new
162	Jefferies Financial Group Inc.	$6.6M	33,473	−7,646	trim
163	Susquehanna Portfolio Strategies, LLC	$6.5M	32,993	−3,428	trim
164	TORONTO DOMINION BANK	$6.5M	32,946	−16,753	trim
165	LEVEL FOUR ADVISORY SERVICES, LLC	$6.4M	32,688	−2,174	trim
166	American Assets Investment Management, LLC	$6.3M	32,000	0	no change
167	Pathstone Holdings, LLC	$6.2M	31,677	−2,454	trim
168	Illinois Municipal Retirement Fund	$6.2M	31,496	+3,395	add
169	TRUIST FINANCIAL CORP	$6.1M	31,374	−3,428	trim
170	Atwater Malick LLC	$5.9M	30,316	−5,017	trim
171	Arizona State Retirement System	$5.9M	30,236	−534	trim
172	Te Ahumairangi Investment Management Ltd	$5.9M	30,222	−4,314	trim
173	Czech National Bank	$5.9M	29,958	+625	add
174	TOTH FINANCIAL ADVISORY CORP	$5.8M	29,761	+209	add
175	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.7M	29,327	+29,327	new
176	IVY LANE CAPITAL MANAGEMENT, LLC	$5.7M	29,000	0	no change
177	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.6M	28,721	−400	trim
178	Teewinot Capital Advisers, L.L.C.	$5.6M	28,625	+10,506	add
179	NATIXIS	$5.5M	28,191	+28,191	new
180	Occidental Asset Management, LLC	$5.4M	27,692	+771	add
181	SGL Investment Advisors, Inc.	$5.4M	28,258	−241	trim
182	Rockefeller Capital Management L.P.	$5.3M	27,266	−2,056	trim
183	Sequoia Financial Advisors, LLC	$5.3M	27,030	+328	add
184	Mariner, LLC	$5.3M	26,842	−18,800	trim
185	WORLDQUANT MILLENNIUM ADVISORS LLC	$5.2M	26,745	+26,745	new
186	MetLife Investment Management, LLC	$5.0M	25,725	−944	trim
187	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.0M	25,624	−252	trim
188	Sanctuary Advisors, LLC	$5.0M	25,500	+824	add
189	TRILLIUM ASSET MANAGEMENT, LLC	$5.0M	23,631	−2,168	trim
190	AUXIER ASSET MANAGEMENT LLC	$5.0M	25,451	−460	trim
191	FULLER & THALER ASSET MANAGEMENT, INC.	$4.9M	24,922	−14,202	trim
192	Wealthfront Advisers LLC	$4.9M	24,884	+1,584	add
193	Rice Partnership, LLC	$4.9M	24,758	+234	add
194	Ethic Inc.	$4.8M	24,660	+4,269	add
195	NUANCE INVESTMENTS, LLC	$4.8M	24,540	−31,016	trim
196	Palumbo Wealth Management LLC	$4.8M	24,302	−1,556	trim
197	OLD NATIONAL BANCORP /IN/	$4.7M	23,951	+1,783	add
198	IFM Investors Pty Ltd	$4.7M	23,777	+196	add
199	Mirae Asset Global Investments Co., Ltd.	$4.6M	23,635	+2,902	add
200	DnB Asset Management AS	$4.6M	23,498	+969	add
201	Retirement Systems of Alabama	$4.6M	23,360	−305	trim
202	Vestmark Advisory Solutions, Inc.	$4.4M	22,364	+5,488	add
203	QRG CAPITAL MANAGEMENT, INC.	$4.4M	22,351	+2,975	add
204	CIBC WORLD MARKET INC.	$4.4M	22,322	+8,305	add
205	Generali Asset Management SPA SGR	$4.3M	22,078	+2,156	add
206	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.3M	21,974	+2,696	add
207	UMB Bank, n.a.	$4.3M	21,774	−431	trim
208	Creative Planning	$4.2M	21,638	+2,693	add
209	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.2M	21,518	−348	trim
210	XPONANCE LLC	$4.2M	21,411	+1,837	add
211	Riverwater Partners LLC	$4.1M	20,973	+5,232	add
212	US BANCORP \DE\	$4.1M	20,905	−1,559	trim
213	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.0M	20,403	+873	add
214	DAYMARK WEALTH PARTNERS, LLC	$3.9M	20,024	0	no change
215	Pine Valley Investments Ltd Liability Co	$3.9M	19,955	−988	trim
216	INTECH INVESTMENT MANAGEMENT LLC	$3.9M	19,894	−6,463	trim
217	ProShare Advisors LLC	$3.8M	19,269	−9,161	trim
218	USS Investment Management Ltd	$3.7M	19,068	+2,971	add
219	Daiwa Securities Group Inc.	$3.7M	18,923	+818	add
220	CAMBIAR INVESTORS LLC	$3.7M	18,675	−5,055	trim
221	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.6M	18,519	−12,109	trim
222	YOUSIF CAPITAL MANAGEMENT, LLC	$3.6M	18,498	−994	trim
223	BAR HARBOR WEALTH MANAGEMENT	$3.6M	18,458	+950	add
224	Utah Retirement Systems	$3.5M	18,095	−232	trim
225	Soviero Asset Management, LP	$3.5M	18,000	+18,000	new
226	Kestra Advisory Services, LLC	$3.5M	17,886	0	no change
227	WASATCH ADVISORS LP	$3.5M	17,702	0	no change
228	AGF MANAGEMENT LTD	$3.5M	17,667	+1,517	add
229	BANK OF NOVA SCOTIA	$3.5M	17,628	−48,834	trim
230	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.5M	17,623	+3,125	add
231	MANNING & NAPIER ADVISORS LLC	$3.4M	17,296	−1,167	trim
232	Ensign Peak Advisors, Inc	$3.4M	17,397	+1,189	add
233	Vanguard Personalized Indexing Management, LLC	$3.4M	17,206	+645	add
234	BAHL & GAYNOR INC	$3.4M	17,141	−170,147	trim
235	Allspring Global Investments Holdings, LLC	$3.3M	16,645	+333	add
236	OSAIC HOLDINGS, INC.	$3.3M	16,666	−2,943	trim
237	OAK ASSOCIATES LTD /OH/	$3.3M	16,592	−850	trim
238	NISA INVESTMENT ADVISORS, LLC	$3.2M	16,547	−1,750	trim
239	Rakuten Investment Management, Inc.	$3.2M	16,387	+1,729	add
240	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.2M	16,438	+260	add
241	Baird Financial Group, Inc.	$3.2M	16,328	+16,328	new
242	JOHNSON INVESTMENT COUNSEL INC	$3.2M	16,220	+93	add
243	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.1M	16,050	−59	trim
244	Northwest & Ethical Investments L.P.	$3.0M	15,361	+8,812	add
245	ING GROEP NV	$3.0M	15,356	−1,753	trim
246	Summit Trail Advisors, LLC	$3.0M	15,351	+3,714	add
247	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.0M	15,333	−4,447	trim
248	G&S Capital LLC	$3.0M	15,292	+179	add
249	NEOS Investment Management LLC	$3.0M	15,111	+12,749	add
250	MML INVESTORS SERVICES, LLC	$2.9M	14,964	+6,145	add
251	SANDLER CAPITAL MANAGEMENT	$2.9M	14,955	+14,955	new
252	LOWE BROCKENBROUGH & CO INC	$2.9M	14,787	−455	trim
253	Stablepoint Partners, LLC	$2.9M	14,626	−139	trim
254	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.9M	14,578	+138	add
255	Bank OZK	$2.9M	14,572	+214	add
256	TKG Advisors, LLC	$2.8M	14,359	−327	trim
257	MACQUARIE GROUP LTD	$2.8M	14,170	−1,517	trim
258	COLDSTREAM CAPITAL MANAGEMENT INC	$2.7M	13,948	−3,019	trim
259	Marion Wealth Management	$2.7M	13,943	+443	add
260	CWM, LLC	$2.7M	13,772	−5,178	trim
261	First National Advisers, LLC	$2.7M	13,641	−187	trim
262	Catalyst Capital Advisors LLC	$2.6M	13,425	−600	trim
263	Farrow Financial, Inc.	$2.6M	13,311	−358	trim
264	M&T BANK CORP	$2.6M	13,200	−1,774	trim
265	Y-Intercept (Hong Kong) Ltd	$2.6M	13,146	−16,759	trim
266	Caldwell Trust Co	$2.5M	12,889	+2,010	add
267	UniSuper Management Pty Ltd	$2.5M	12,886	−945	trim
268	PINNACLE ASSOCIATES LTD	$2.5M	12,825	+23	add
269	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.5M	14,179	−3,060	trim
270	DIVERSIFIED MANAGEMENT INC	$2.5M	12,609	+10,013	add
271	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.5M	12,563	−200	trim
272	Acumen Wealth Advisors, LLC	$2.5M	12,504	+1,182	add
273	KAVAR CAPITAL PARTNERS GROUP, LLC	$2.4M	12,358	−345	trim
274	Linden Thomas Advisory Services, LLC	$2.4M	12,210	+257	add
275	HB Wealth Management, LLC	$2.4M	12,034	+742	add
276	Kintegral Advisory, LLC	$2.3M	11,984	−531	trim
277	NewEdge Advisors, LLC	$2.3M	11,958	+11,958	new
278	ICW Investment Advisors LLC	$2.3M	11,840	+258	add
279	BankPlus Trust Department	$2.3M	11,805	−1,398	trim
280	PATTON FUND MANAGEMENT, INC.	$2.3M	11,773	−20,266	trim
281	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.3M	11,733	−244	trim
282	Advisors Asset Management, Inc.	$2.3M	11,722	−374	trim
283	OMERS ADMINISTRATION Corp	$2.3M	11,640	+10,073	add
284	COZAD ASSET MANAGEMENT INC	$2.3M	11,529	+1,022	add
285	Atria Investments, Inc	$2.3M	11,522	−409	trim
286	Zurich Insurance Group Ltd/FI	$2.3M	11,500	0	no change
287	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$2.2M	11,468	+11,468	new
288	ROBERTS GLORE & CO INC /IL/	$2.2M	11,402	−291	trim
289	OP Asset Management Ltd	$2.2M	11,200	—	no prior
290	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$2.2M	11,075	+655	add
291	Assenagon Asset Management S.A.	$2.2M	11,071	−13,878	trim
292	PRIMORIS WEALTH ADVISORS, LLC	$2.1M	10,750	−1,750	trim
293	HM PAYSON & CO	$2.1M	10,571	−680	trim
294	Bleakley Financial Group, LLC	$2.1M	10,559	+10,559	new
295	ASSETMARK, INC	$2.1M	10,558	+579	add
296	Janus Henderson Group Ltd.	$2.0M	10,393	−3,546	trim
297	Dynasty Wealth Management, LLC	$2.0M	10,075	−84	trim
298	ALPINE WOODS CAPITAL INVESTORS, LLC	$2.0M	9,979	−9,423	trim
299	B. Metzler seel. Sohn & Co. AG	$1.9M	9,926	+1,890	add
300	TriaGen Wealth Management LLC	$1.9M	9,797	−146	trim
301	Orion Porfolio Solutions, LLC	$1.9M	9,752	+195	add
302	MGO ONE SEVEN LLC	$1.9M	9,690	+524	add
303	Empowered Funds, LLC	$1.9M	9,614	−15,381	trim
304	Great Lakes Retirement, Inc.	$1.9M	9,566	+143	add
305	Highview Capital Management LLC/DE/	$1.9M	9,501	+683	add
306	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.8M	9,412	+1,606	add
307	Ashton Thomas Private Wealth, LLC	$1.8M	9,370	+406	add
308	Avanza Fonder AB	$1.8M	9,369	0	no change
309	NAPLES GLOBAL ADVISORS, LLC	$1.8M	9,325	+88	add
310	Ameritas Investment Partners, Inc.	$1.8M	8,972	−146	trim
311	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.8M	8,950	+8,950	new
312	Private Capital Management, LLC	$1.7M	8,700	0	no change
313	Havemeyer Place LP	$1.7M	8,663	+8,261	add
314	VCI Wealth Management LLC	$1.7M	8,662	−761	trim
315	Crossmark Global Holdings, Inc.	$1.7M	8,504	—	no prior
316	LEVIN CAPITAL STRATEGIES, L.P.	$1.7M	8,500	+6,700	add
317	Rafferty Asset Management, LLC	$1.7M	8,498	−3,477	trim
318	PRINCIPAL SECURITIES, INC.	$1.6M	8,379	+4,073	add
319	Arjuna Capital	$1.6M	8,329	−1,134	trim
320	Danica Pension, Livsforsikringsaktieselskab	$1.6M	8,322	−53,024	trim
321	ASR Vermogensbeheer N.V.	$1.6M	8,291	+185	add
322	Hennion & Walsh Asset Management, Inc.	$1.6M	8,240	+957	add
323	BENJAMIN EDWARDS INC	$1.6M	8,204	+776	add
324	Vident Advisory, LLC	$1.6M	8,164	+3,109	add
325	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	8,030	+8,023	add
326	Investment Management Corp of Ontario	$1.6M	7,997	+500	add
327	INTEGRITY ALLIANCE, LLC.	$1.6M	7,924	−53	trim
328	AGP FRANKLIN, LLC	$1.5M	7,698	−252	trim
329	Hilltop National Bank	$1.5M	7,631	+50	add
330	Laird Norton Wetherby Trust Company, LLC	$1.5M	7,614	+34	add
331	Miller Investment Management, LP	$1.5M	7,586	0	no change
332	PARSONS CAPITAL MANAGEMENT INC/RI	$1.5M	7,585	−388	trim
333	AE Wealth Management LLC	$1.5M	7,543	+2,596	add
334	Quantum Portfolio Management LLC	$1.5M	7,437	−268	trim
335	Roundview Capital LLC	$1.5M	7,422	0	no change
336	BROWN ADVISORY INC	$1.4M	7,185	−102	trim
337	Connor, Clark & Lunn Investment Management Ltd.	$1.4M	7,179	+4,809	add
338	AG2R LA MONDIALE GESTION D'ACTIFS	$1.4M	7,136	+7,136	new
339	Dai-ichi Life Insurance Company, Ltd	$1.4M	7,033	+1,836	add
340	Federation des caisses Desjardins du Quebec	$1.4M	6,969	−1,988	trim
341	Borer Denton & Associates, Inc.	$1.3M	6,812	−100	trim
342	Pinnacle Financial Partners, Inc.	$1.3M	6,744	+5,069	add
343	VEGA INVESTMENT SOLUTIONS	$1.3M	6,720	−215	trim
344	Norinchukin Bank, The	$1.3M	6,692	−36	trim
345	AlphaCore Capital LLC	$1.3M	6,669	+2,072	add
346	MIZUHO SECURITIES USA LLC	$1.3M	6,650	−1,450	trim
347	Apollon Wealth Management, LLC	$1.3M	6,603	−507	trim
348	EXCHANGE TRADED CONCEPTS, LLC	$1.3M	6,533	−89	trim
349	Numerai GP LLC	$1.3M	6,519	+6,519	new
350	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$1.3M	6,488	+897	add
351	ELEVATION POINT WEALTH PARTNERS, LLC	$1.3M	6,452	+4,089	add
352	JANE STREET GROUP, LLC	$1.3M	6,429	−286,305	trim
353	Union Bancaire Privee, UBP SA	$1.2M	7,647	−1,097	trim
354	HARTFORD INVESTMENT MANAGEMENT CO	$1.2M	6,288	−163	trim
355	YANKCOM Partnership	$1.2M	6,199	−47	trim
356	Siemens Fonds Invest GmbH	$1.2M	6,188	0	no change
357	WBI INVESTMENTS, LLC	$1.2M	6,057	+6,057	new
358	Generali Investments CEE, investicni spolecnost, a.s.	$1.2M	6,000	0	no change
359	Callan Family Office, LLC	$1.2M	5,979	−1,254	trim
360	Merit Financial Group, LLC	$1.2M	5,937	−632	trim
361	Capital Management Associates, Inc	$1.2M	5,900	0	no change
362	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.1M	5,848	+2,935	add
363	Maryland State Retirement & Pension System	$1.1M	5,774	0	no change
364	XTX Topco Ltd	$1.1M	5,746	−5,984	trim
365	Caprock Group, LLC	$1.1M	5,714	+799	add
366	KEYBANK NATIONAL ASSOCIATION/OH	$1.1M	5,699	−1,806	trim
367	Freestone Grove Partners LP	$1.1M	5,690	−303,524	trim
368	Modern Wealth Management, LLC	$1.1M	5,499	+104	add
369	BAILARD, INC.	$1.1M	5,545	+1,499	add
370	Lebenthal Global Advisors, LLC	$1.1M	5,526	+329	add
371	Byrne Asset Management LLC	$1.1M	5,495	−1,433	trim
372	Breakwater Capital Group	$1.1M	5,480	+5,480	new
373	Private Advisor Group, LLC	$1.1M	5,415	−162	trim
374	OFI INVEST ASSET MANAGEMENT	$1.1M	5,408	+1,631	add
375	NOMURA HOLDINGS INC	$1.1M	5,382	+4,120	add
376	Integrated Quantitative Investments LLC	$1.1M	5,382	−1,277	trim
377	DLK Investment Management, LLC	$1.0M	5,248	0	no change
378	IMC-Chicago, LLC	$1.0M	5,227	+5,227	new
379	Moss Adams Wealth Advisors LLC	$1.0M	5,136	+5,136	new
380	Concurrent Investment Advisors, LLC	$1.0M	5,121	+973	add
381	Waverly Advisors, LLC	$1.0M	5,114	+387	add
382	J.Safra Asset Management Corp	$993K	5,068	+23	add
383	Net Worth Advisory Group	$984K	5,023	−32	trim
384	WOLVERINE ASSET MANAGEMENT LLC	$938K	4,787	0	no change
385	Crestmont Private Wealth LLC	$925K	4,719	+112	add
386	Steward Partners Investment Advisory, LLC	$918K	4,683	+1,097	add
387	Qtron Investments LLC	$905K	4,619	+3	add
388	Hardworking Capital Advisors, LLC	$888K	4,529	−292	trim
389	MUFG Securities EMEA plc	$884K	4,510	−50	trim
390	Osmosis Investment Management UK Ltd	$884K	4,509	+4,509	new
391	NEEDHAM INVESTMENT MANAGEMENT LLC	$882K	4,500	−3,000	trim
392	Index Technologies Group LLC	$877K	4,477	−252	trim
393	MAI Capital Management	$866K	4,416	+1,025	add
394	Jain Global LLC	$858K	4,378	+4,378	new
395	Galvin, Gaustad & Stein, LLC	$849K	4,332	−619	trim
396	AZZAD ASSET MANAGEMENT INC /ADV	$840K	4,286	+14	add
397	FULTON BANK, N.A.	$838K	4,274	+94	add
398	Venture Visionary Partners LLC	$836K	4,266	−13	trim
399	Sowell Financial Services LLC	$831K	4,243	+188	add
400	FIDUCIARY TRUST CO	$831K	4,239	−114	trim
401	Sigma Planning Corp	$827K	4,220	−584	trim
402	MONTGOMERY INVESTMENT MANAGEMENT INC	$827K	4,219	+1	add
403	TOKIO MARINE ASSET MANAGEMENT CO LTD	$823K	4,199	+269	add
404	PANAGORA ASSET MANAGEMENT INC	$822K	4,193	+2,529	add
405	EDMOND DE ROTHSCHILD HOLDING S.A.	$820K	4,182	+1,446	add
406	Independent Advisor Alliance	$809K	4,128	−170	trim
407	Alamea Verwaltungs GmbH	$805K	4,108	+39	add
408	Saudi Central Bank	$805K	4,106	+4,106	new
409	Sawyer & Company, Inc	$802K	4,091	0	no change
410	Transamerica Financial Advisors, LLC	$789K	4,024	+3,390	add
411	Lifeworks Advisors, LLC	$788K	4,020	−235	trim
412	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$785K	4,008	+4,008	new
413	Destiny Wealth Partners, LLC	$784K	4,000	0	no change
414	Empirical Finance, LLC	$775K	3,957	−8	trim
415	E. Ohman J:or Asset Management AB	$774K	3,950	−550	trim
416	Permanent Capital Management, LP	$766K	3,946	+3,946	new
417	OneDigital Investment Advisors LLC	$758K	3,868	−400	trim
418	Savvy Advisors, Inc.	$756K	3,860	+736	add
419	COURIER CAPITAL LLC	$753K	3,844	0	no change
420	BURNEY CO/	$749K	3,822	−51	trim
421	Beacon Pointe Advisors, LLC	$743K	3,791	+793	add
422	Vinva Investment Management Ltd	$740K	3,753	+3,753	new
423	Sterling Capital Management LLC	$736K	3,755	−2,854	trim
424	Brooklyn Investment Group	$736K	3,754	+1,193	add
425	FARMERS & MERCHANTS INVESTMENTS INC	$732K	3,734	−105	trim
426	Avestar Capital, LLC	$731K	3,730	+26	add
427	DIVERSIFY WEALTH MANAGEMENT, LLC	$724K	3,826	+3,826	new
428	Douglass Winthrop Advisors, LLC	$722K	3,686	0	no change
429	Cresset Asset Management, LLC	$712K	3,633	+71	add
430	Savant Capital, LLC	$707K	3,609	+326	add
431	TECTONIC ADVISORS LLC	$707K	3,607	+125	add
432	GREENLEAF TRUST	$707K	3,605	−130	trim
433	Compound Planning, Inc.	$706K	3,601	+19	add
434	Kennebec Savings Bank	$695K	3,547	−15	trim
435	EP Wealth Advisors, LLC	$693K	3,534	+61	add
436	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$690K	3,520	−35	trim
437	Bridgewater Associates, LP	$680K	3,471	−47	trim
438	Ascent Wealth Partners, LLC	$669K	3,414	−80	trim
439	Envestnet Portfolio Solutions, Inc.	$667K	3,405	−1,146	trim
440	Chicago Partners Investment Group LLC	$667K	3,270	−87	trim
441	Vise Technologies, Inc.	$661K	3,808	0	no change
442	Meeder Advisory Services, Inc.	$648K	3,306	−199	trim
443	OMC Financial Services LTD	$643K	3,279	0	no change
444	Godshalk Welsh Capital Management, Inc.	$642K	3,275	−25	trim
445	World Investment Advisors	$637K	3,252	+519	add
446	Rothschild Capital Partners, LLC	$631K	3,222	−520	trim
447	North Dakota State Investment Board	$631K	3,222	−601	trim
448	Gerber Kawasaki Wealth & Investment Management	$625K	3,198	+3,198	new
449	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$621K	3,171	−488	trim
450	Metis Global Partners, LLC	$617K	3,149	−406	trim
451	Martin Capital Advisors, LLP	$616K	3,145	0	no change
452	OSSIAM	$607K	3,096	+673	add
453	PERSONAL CFO SOLUTIONS, LLC	$605K	3,087	+24	add
454	Werlinich Asset Management, LLC	$604K	3,080	+50	add
455	Wedmont Private Capital	$603K	3,034	+319	add
456	Stegent Equity Advisors, Inc.	$600K	3,061	+3,061	new
457	Ballentine Partners, LLC	$600K	3,059	−760	trim
458	MUFG SECURITIES AMERICAS INC.	$597K	3,044	+47	add
459	Red Door Wealth Management, LLC	$592K	3,020	−7	trim
460	Capital Investment Advisors, LLC	$590K	3,012	+16	add
461	First Eagle Investment Management, LLC	$588K	3,000	−935	trim
462	Aaron Wealth Advisors LLC	$587K	2,995	−4,045	trim
463	FIRST CITIZENS BANK & TRUST CO	$583K	2,975	−728	trim
464	FOCUSED ALPHA, LLC	$581K	2,965	+213	add
465	SECURIAN ASSET MANAGEMENT, INC	$581K	2,963	0	no change
466	HORIZON KINETICS ASSET MANAGEMENT LLC	$568K	2,900	−100	trim
467	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$568K	2,900	0	no change
468	BALYASNY ASSET MANAGEMENT L.P.	$568K	2,898	+1,203	add
469	GARRISON POINT ADVISORS, LLC	$560K	2,856	0	no change
470	Emergent Wealth Advisors, LLC	$549K	2,800	0	no change
471	Unified Investment Management	$545K	2,783	−269	trim
472	Hobart Private Capital, LLC	$540K	2,757	−183	trim
473	MAVERICK CAPITAL LTD	$540K	2,756	−21,139	trim
474	Composition Wealth, LLC	$537K	2,739	+3	add
475	Essex Financial Services, Inc.	$533K	2,722	+252	add
476	D.A. DAVIDSON & CO.	$533K	2,720	+431	add
477	Triangle Securities Wealth Management	$519K	2,647	−37	trim
478	Fairvoy Private Wealth, LLC	$518K	2,644	−118	trim
479	BERKSHIRE ASSET MANAGEMENT LLC/PA	$515K	2,630	+38	add
480	SHUFRO ROSE & CO LLC	$514K	2,622	0	no change
481	Procyon Advisors, LLC	$497K	2,537	+2,537	new
482	BankPlus Wealth Management LLC	$495K	2,524	−22	trim
483	Gateway Wealth Partners, LLC	$493K	2,516	+2,516	new
484	INVESTMENT HOUSE LLC	$491K	2,503	0	no change
485	IHT Wealth Management, LLC	$491K	2,503	+22	add
486	SEARLE & CO.	$490K	2,500	0	no change
487	MITCHELL MCLEOD PUGH & WILLIAMS INC	$489K	2,494	0	no change
488	ALPS ADVISORS INC	$487K	2,483	−30	trim
489	Summit Financial, LLC	$487K	2,483	+294	add
490	JERICHO FINANCIAL, LLP	$486K	2,482	−140	trim
491	Acropolis Investment Management, LLC	$485K	2,476	−117	trim
492	Diversify Advisory Services, LLC	$484K	2,556	−769	trim
493	Greenspring Advisors, LLC	$479K	2,445	+3	add
494	QUADRANT CAPITAL GROUP LLC	$471K	2,404	+131	add
495	Genesee Capital Advisors, LLC	$470K	2,397	+11	add
496	Bryn Mawr Trust Advisors, LLC	$465K	2,373	+2,373	new
497	Raab & Moskowitz Asset Management LLC	$465K	2,371	0	no change
498	Ironsides Asset Advisors, LLC	$464K	2,366	+116	add
499	FIRST WILSHIRE SECURITIES MANAGEMENT INC	$461K	2,350	0	no change
500	WATERS PARKERSON & CO., LLC	$461K	2,350	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · DGX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $3K–$45K
Sellers: 2 Carol D. Miller R–WV-1, Julie Johnson D–TX-32 $16K–$65K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $25.6M held
Trimming: 1 Bridgewater Associates $680K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · QUEST DIAGNOSTICS INC

Merged timeline of congressional filings and notable-manager moves on DGX
Date	Who	Change	Size
2026-08-13	Carol D. Miller Congress	Sale	$15K–$50K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+51,382 sh
2026-05-15	Bridgewater Associates 13F	trim	−47 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed DGX — the congressional view ↗