Public record / Tickers / DGX

DGX — QUEST DIAGNOSTICS INC

Both disclosure regimes on one name: who in Congress filed about DGX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
38
all PTR rows naming DGX
Members · 12m
2
3 buys · 2 sells · by trade date
Latest PTR
08-13
filed 2026-08-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Richard L. Hanna · $100K–$250K

Sale · traded 2013-12-27 → filed 2014-01-15. Ranked over every DGX row by the provable lower bound, never a point estimate.

2 members · 3 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

13 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

10 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DGX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DGX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-13Carol D. Miller R–WV-1Sale · SP (spouse-owned)Traded 2025-03-10 LATE·521d$15K–$50K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-30 LATE·279d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-30 LATE·279d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 38 ↗

Members active in DGX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DGX in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Alan Armstrong R–OK2$2.0K to $30.0K2

2 members in the window · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-08-13Carol D. Miller CongressSale$15K–$50K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+51,382 sh
2026-05-15Bridgewater Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of DGX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
4STATE STREET CORP$1.1B1
5Boston Partners$787M1
6GEODE CAPITAL MANAGEMENT, LLC$603M1
7MORGAN STANLEY$486M1
8EdgePoint Investment Group Inc.$440M1
9DIMENSIONAL FUND ADVISORS LP$382M1
10Grantham, Mayo, Van Otterloo & Co. LLC$369M1
11VICTORY CAPITAL MANAGEMENT INC$362M1
12WELLS FARGO & COMPANY/MN$345M1
13BANK OF AMERICA CORP /DE/$344M1
14Invesco Ltd.$321M1
15NORTHERN TRUST CORP$218M1
16FMR LLC$185M1
17AMERICAN CENTURY COMPANIES INC$170M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$166M1
19AMERIPRISE FINANCIAL INC$158M1
20M&G Plc$158M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$149M1
22Legal & General Group Plc$144M1
23Qube Research & Technologies Ltd$144M1
24FIDUCIARY MANAGEMENT INC /WI/$141M1
25UBS Group AG$138M1
26Bank of New York Mellon Corp$129M1
27VANGUARD FIDUCIARY TRUST CO$121M1
28ALLIANCEBERNSTEIN L.P.$118M1
29Woodline Partners LP$116M1
30BARCLAYS PLC$111M1
31DEUTSCHE BANK AG\$108M1
32PRINCIPAL FINANCIAL GROUP INC$103M1
33CRAWFORD INVESTMENT COUNSEL INC$95.3M1
34Nuveen, LLC$91.2M1
35RAYMOND JAMES FINANCIAL INC$89.8M1
36Artemis Investment Management LLP$87.7M1
37ENVESTNET ASSET MANAGEMENT INC$80.8M1
38Amundi$80.0M1
39CITADEL ADVISORS LLC$68.0M1
40Squarepoint Ops LLC$67.8M1
41FIRST TRUST ADVISORS LP$64.5M1
42Advisors Capital Management, LLC$64.1M1
43Swiss National Bank$64.0M1
44M.D. Sass, LLC$58.7M1
45SCHRODER INVESTMENT MANAGEMENT GROUP$58.2M1
46CITIGROUP INC$56.3M1
47Sumitomo Mitsui Trust Group, Inc.$51.9M1
48Mitsubishi UFJ Asset Management Co., Ltd.$49.3M1
49Vanguard Global Advisers, LLC$47.5M1
50Eurizon Capital SGR S.p.A.$47.2M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$46.6M1
52Clark Capital Management Group, Inc.$46.1M1
53Quantinno Capital Management LP$45.3M1
54BNP Paribas Asset Management Holding S.A.$45.3M1
55VANGUARD ASSET MANAGEMENT, Ltd$44.4M1
56NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$41.6M1
57BANK OF MONTREAL /CAN/$41.2M1
58ROYAL BANK OF CANADA$38.9M1
59HSBC HOLDINGS PLC$38.2M1
60VOYA INVESTMENT MANAGEMENT LLC$36.5M1
61CONNING INC.$34.5M1
62HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$33.5M1
63ANTIPODES PARTNERS Ltd$31.9M1
64BRAUN STACEY ASSOCIATES INC$30.7M1
65COOKSON PEIRCE & CO INC$30.6M1
66Copeland Capital Management, LLC$30.4M1
67Willis Investment Counsel$29.7M1
68Focus Partners Wealth$29.6M1
69CREDIT AGRICOLE S A$29.1M1
70D. E. Shaw & Co., Inc.$29.0M1
71STOREBRAND ASSET MANAGEMENT AS$27.5M1
72SEB Asset Management AB$27.4M1
73APG Asset Management N.V.$26.2M1
74Universal- Beteiligungs- und Servicegesellschaft mbH$25.8M1
75Gotham Asset Management, LLC$25.6M1
76MACKENZIE FINANCIAL CORP$24.8M1
77&PARTNERS$24.0M1
78FRANKLIN RESOURCES INC$23.8M1
79Robeco Institutional Asset Management B.V.$22.0M1
80STIFEL FINANCIAL CORP$22.0M1
81LPL Financial LLC$21.7M1
82Aberdeen Group plc$21.3M1
83Moran Wealth Management, LLC$21.2M1
84TOCQUEVILLE ASSET MANAGEMENT L.P.$21.1M1
85Candriam S.C.A.$20.4M1
86Pictet Asset Management Holding SA$20.1M1
87MERCER GLOBAL ADVISORS INC /ADV$20.0M1
88Man Group plc$19.2M1
89AVIVA PLC$19.1M1
90SCHWARTZ INVESTMENT COUNSEL INC$18.8M1
91ABN AMRO Bank N.V.$18.7M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.7M1
93Midwest Trust Co$18.7M1
94Swedbank AB$18.4M1
95BLAIR WILLIAM & CO/IL$18.0M1
96MANUFACTURERS LIFE INSURANCE COMPANY, THE$17.8M1
97WELLINGTON MANAGEMENT GROUP LLP$17.8M1
98Boston Common Asset Management, LLC$17.7M1
99Ceredex Value Advisors LLC$17.1M1
100FIL Ltd$17.0M1
101GLENMEDE TRUST CO NA$16.8M1
102Chevy Chase Trust Holdings, LLC$16.1M1
103FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$15.7M1
104SEI INVESTMENTS CO$15.6M1
105EASTERN BANK$15.3M1
106Mitsubishi UFJ Trust & Banking Corp$15.0M1
107ABN AMRO INVESTMENT SOLUTIONS$15.0M1
108STATE OF WISCONSIN INVESTMENT BOARD$14.4M1
109CIBC Asset Management Inc$14.3M1
110Paradiem, LLC$14.0M1
111DANSKE BANK A/S$13.7M1
112HANCOCK WHITNEY CORP$13.3M1
113JGP Wealth Management, LLC$13.2M1
114PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$13.1M1
115NORDEA INVESTMENT MANAGEMENT AB$12.9M1
116BECKER CAPITAL MANAGEMENT INC$12.3M1
117FIRST NATIONAL BANK OF OMAHA$11.9M1
118HighTower Advisors, LLC$11.8M1
119Integral Health Asset Management, LLC$11.8M1
120EXENCIAL WEALTH ADVISORS, LLC$11.6M1
121TD ASSET MANAGEMENT INC$11.3M1
122Vanguard Investments Australia, Ltd.$10.9M1
123PRUDENTIAL FINANCIAL INC$10.9M1
124CANADA PENSION PLAN INVESTMENT BOARD$10.8M1
125Korea Investment CORP$10.4M1
126Swiss Life Asset Management Ltd$10.4M1
127NEW YORK STATE COMMON RETIREMENT FUND$10.4M1
128ROYAL LONDON ASSET MANAGEMENT LTD$10.1M1
129AIA Group Ltd$9.9M1
130AQR CAPITAL MANAGEMENT LLC$9.9M1
131Vontobel Holding Ltd.$9.9M1
132MILLENNIUM MANAGEMENT LLC$9.8M1
133Casdin Capital, LLC$9.8M1
134PRUDENTIAL PLC$9.7M1
135Hilton Capital Management, LLC$9.6M1
136NATIONAL BANK OF CANADA /FI/$9.6M1
137NOMURA ASSET MANAGEMENT CO LTD$9.6M1
138LAZARD ASSET MANAGEMENT LLC$9.5M1
139Asset Management One Co., Ltd.$9.3M1
140National Pension Service$9.2M1
141HEARTLAND ADVISORS INC$9.2M1
142Tredje AP-fonden$9.1M1
143Calamos Advisors LLC$8.5M1
144Resona Asset Management Co.,Ltd.$8.5M1
145COMMONWEALTH EQUITY SERVICES, LLC$8.4M1
146Artia Global Partners LP$8.0M1
147CIBC Bancorp USA Inc.$7.8M1
148COMMERCE BANK$7.8M1
149Cerity Partners LLC$7.8M1
150KLP KAPITALFORVALTNING AS$7.7M1
151OPPENHEIMER & CO INC$7.6M1
152Corient Private Wealth LLC$7.6M1
153GHP Investment Advisors, Inc.$7.5M1
154TD Waterhouse Canada Inc.$7.4M1
155Cetera Investment Advisers$7.3M1
156Tidal Investments LLC$7.3M1
157Capital Wealth Planning, LLC$7.3M1
158Allianz Asset Management GmbH$7.2M1
159State of New Jersey Common Pension Fund D$7.1M1
160FIFTH THIRD BANCORP$6.9M1
161Railway Pension Investments Ltd$6.8M1
162Jefferies Financial Group Inc.$6.6M1
163Susquehanna Portfolio Strategies, LLC$6.5M1
164TORONTO DOMINION BANK$6.5M1
165LEVEL FOUR ADVISORY SERVICES, LLC$6.4M1
166American Assets Investment Management, LLC$6.3M1
167Pathstone Holdings, LLC$6.2M1
168Illinois Municipal Retirement Fund$6.2M1
169TRUIST FINANCIAL CORP$6.1M1
170Atwater Malick LLC$5.9M1
171Arizona State Retirement System$5.9M1
172Te Ahumairangi Investment Management Ltd$5.9M1
173Czech National Bank$5.9M1
174TOTH FINANCIAL ADVISORY CORP$5.8M1
175Zurcher Kantonalbank (Zurich Cantonalbank)$5.7M1
176IVY LANE CAPITAL MANAGEMENT, LLC$5.7M1
177STATE OF MICHIGAN RETIREMENT SYSTEM$5.6M1
178Teewinot Capital Advisers, L.L.C.$5.6M1
179NATIXIS$5.5M1
180Occidental Asset Management, LLC$5.4M1
181SGL Investment Advisors, Inc.$5.4M1
182Rockefeller Capital Management L.P.$5.3M1
183Sequoia Financial Advisors, LLC$5.3M1
184Mariner, LLC$5.3M1
185WORLDQUANT MILLENNIUM ADVISORS LLC$5.2M1
186MetLife Investment Management, LLC$5.0M1
187COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.0M1
188Sanctuary Advisors, LLC$5.0M1
189TRILLIUM ASSET MANAGEMENT, LLC$5.0M1
190AUXIER ASSET MANAGEMENT LLC$5.0M1
191FULLER & THALER ASSET MANAGEMENT, INC.$4.9M1
192Wealthfront Advisers LLC$4.9M1
193Rice Partnership, LLC$4.9M1
194Ethic Inc.$4.8M1
195NUANCE INVESTMENTS, LLC$4.8M1
196Palumbo Wealth Management LLC$4.8M1
197OLD NATIONAL BANCORP /IN/$4.7M1
198IFM Investors Pty Ltd$4.7M1
199Mirae Asset Global Investments Co., Ltd.$4.6M1
200DnB Asset Management AS$4.6M1
201Retirement Systems of Alabama$4.6M1
202Vestmark Advisory Solutions, Inc.$4.4M1
203QRG CAPITAL MANAGEMENT, INC.$4.4M1
204CIBC WORLD MARKET INC.$4.4M1
205Generali Asset Management SPA SGR$4.3M1
206NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.3M1
207UMB Bank, n.a.$4.3M1
208Creative Planning$4.2M1
209BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.2M1
210XPONANCE LLC$4.2M1
211Riverwater Partners LLC$4.1M1
212US BANCORP \DE\$4.1M1
213MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.0M1
214DAYMARK WEALTH PARTNERS, LLC$3.9M1
215Pine Valley Investments Ltd Liability Co$3.9M1
216INTECH INVESTMENT MANAGEMENT LLC$3.9M1
217ProShare Advisors LLC$3.8M1
218USS Investment Management Ltd$3.7M1
219Daiwa Securities Group Inc.$3.7M1
220CAMBIAR INVESTORS LLC$3.7M1
221SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.6M1
222YOUSIF CAPITAL MANAGEMENT, LLC$3.6M1
223BAR HARBOR WEALTH MANAGEMENT$3.6M1
224Utah Retirement Systems$3.5M1
225Soviero Asset Management, LP$3.5M1
226Kestra Advisory Services, LLC$3.5M1
227WASATCH ADVISORS LP$3.5M1
228AGF MANAGEMENT LTD$3.5M1
229BANK OF NOVA SCOTIA$3.5M1
230PUBLIC SECTOR PENSION INVESTMENT BOARD$3.5M1
231MANNING & NAPIER ADVISORS LLC$3.4M1
232Ensign Peak Advisors, Inc$3.4M1
233Vanguard Personalized Indexing Management, LLC$3.4M1
234BAHL & GAYNOR INC$3.4M1
235Allspring Global Investments Holdings, LLC$3.3M1
236OSAIC HOLDINGS, INC.$3.3M1
237OAK ASSOCIATES LTD /OH/$3.3M1
238NISA INVESTMENT ADVISORS, LLC$3.2M1
239Rakuten Investment Management, Inc.$3.2M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.2M1
241Baird Financial Group, Inc.$3.2M1
242JOHNSON INVESTMENT COUNSEL INC$3.2M1
243Sumitomo Mitsui DS Asset Management Company, Ltd$3.1M1
244Northwest & Ethical Investments L.P.$3.0M1
245ING GROEP NV$3.0M1
246Summit Trail Advisors, LLC$3.0M1
247BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.0M1
248G&S Capital LLC$3.0M1
249NEOS Investment Management LLC$3.0M1
250MML INVESTORS SERVICES, LLC$2.9M1
251SANDLER CAPITAL MANAGEMENT$2.9M1
252LOWE BROCKENBROUGH & CO INC$2.9M1
253Stablepoint Partners, LLC$2.9M1
254NISSAY ASSET MANAGEMENT CORP /JAPAN$2.9M1
255Bank OZK$2.9M1
256TKG Advisors, LLC$2.8M1
257MACQUARIE GROUP LTD$2.8M1
258COLDSTREAM CAPITAL MANAGEMENT INC$2.7M1
259Marion Wealth Management$2.7M1
260CWM, LLC$2.7M1
261First National Advisers, LLC$2.7M1
262Catalyst Capital Advisors LLC$2.6M1
263Farrow Financial, Inc.$2.6M1
264M&T BANK CORP$2.6M1
265Y-Intercept (Hong Kong) Ltd$2.6M1
266Caldwell Trust Co$2.5M1
267UniSuper Management Pty Ltd$2.5M1
268PINNACLE ASSOCIATES LTD$2.5M1
269WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M1
270DIVERSIFIED MANAGEMENT INC$2.5M1
271OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
272Acumen Wealth Advisors, LLC$2.5M1
273KAVAR CAPITAL PARTNERS GROUP, LLC$2.4M1
274Linden Thomas Advisory Services, LLC$2.4M1
275HB Wealth Management, LLC$2.4M1
276Kintegral Advisory, LLC$2.3M1
277NewEdge Advisors, LLC$2.3M1
278ICW Investment Advisors LLC$2.3M1
279BankPlus Trust Department$2.3M1
280PATTON FUND MANAGEMENT, INC.$2.3M1
281MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.3M1
282Advisors Asset Management, Inc.$2.3M1
283OMERS ADMINISTRATION Corp$2.3M1
284COZAD ASSET MANAGEMENT INC$2.3M1
285Atria Investments, Inc$2.3M1
286Zurich Insurance Group Ltd/FI$2.3M1
287ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.2M1
288ROBERTS GLORE & CO INC /IL/$2.2M1
289OP Asset Management Ltd$2.2M1
290ZEVENBERGEN CAPITAL INVESTMENTS LLC$2.2M1
291Assenagon Asset Management S.A.$2.2M1
292PRIMORIS WEALTH ADVISORS, LLC$2.1M1
293HM PAYSON & CO$2.1M1
294Bleakley Financial Group, LLC$2.1M1
295ASSETMARK, INC$2.1M1
296Janus Henderson Group Ltd.$2.0M1
297Dynasty Wealth Management, LLC$2.0M1
298ALPINE WOODS CAPITAL INVESTORS, LLC$2.0M1
299B. Metzler seel. Sohn & Co. AG$1.9M1
300TriaGen Wealth Management LLC$1.9M1
301Orion Porfolio Solutions, LLC$1.9M1
302MGO ONE SEVEN LLC$1.9M1
303Empowered Funds, LLC$1.9M1
304Great Lakes Retirement, Inc.$1.9M1
305Highview Capital Management LLC/DE/$1.9M1
306O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.8M1
307Ashton Thomas Private Wealth, LLC$1.8M1
308Avanza Fonder AB$1.8M1
309NAPLES GLOBAL ADVISORS, LLC$1.8M1
310Ameritas Investment Partners, Inc.$1.8M1
311LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.8M1
312Private Capital Management, LLC$1.7M1
313Havemeyer Place LP$1.7M1
314VCI Wealth Management LLC$1.7M1
315Crossmark Global Holdings, Inc.$1.7M1
316LEVIN CAPITAL STRATEGIES, L.P.$1.7M1
317Rafferty Asset Management, LLC$1.7M1
318PRINCIPAL SECURITIES, INC.$1.6M1
319Arjuna Capital$1.6M1
320Danica Pension, Livsforsikringsaktieselskab$1.6M1
321ASR Vermogensbeheer N.V.$1.6M1
322Hennion & Walsh Asset Management, Inc.$1.6M1
323BENJAMIN EDWARDS INC$1.6M1
324Vident Advisory, LLC$1.6M1
325PICTON MAHONEY ASSET MANAGEMENT$1.6M1
326Investment Management Corp of Ontario$1.6M1
327INTEGRITY ALLIANCE, LLC.$1.6M1
328AGP FRANKLIN, LLC$1.5M1
329Hilltop National Bank$1.5M1
330Laird Norton Wetherby Trust Company, LLC$1.5M1
331Miller Investment Management, LP$1.5M1
332PARSONS CAPITAL MANAGEMENT INC/RI$1.5M1
333AE Wealth Management LLC$1.5M1
334Quantum Portfolio Management LLC$1.5M1
335Roundview Capital LLC$1.5M1
336BROWN ADVISORY INC$1.4M1
337Connor, Clark & Lunn Investment Management Ltd.$1.4M1
338AG2R LA MONDIALE GESTION D'ACTIFS$1.4M1
339Dai-ichi Life Insurance Company, Ltd$1.4M1
340Federation des caisses Desjardins du Quebec$1.4M1
341Borer Denton & Associates, Inc.$1.3M1
342Pinnacle Financial Partners, Inc.$1.3M1
343VEGA INVESTMENT SOLUTIONS$1.3M1
344Norinchukin Bank, The$1.3M1
345AlphaCore Capital LLC$1.3M1
346MIZUHO SECURITIES USA LLC$1.3M1
347Apollon Wealth Management, LLC$1.3M1
348EXCHANGE TRADED CONCEPTS, LLC$1.3M1
349Numerai GP LLC$1.3M1
350KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.3M1
351ELEVATION POINT WEALTH PARTNERS, LLC$1.3M1
352JANE STREET GROUP, LLC$1.3M1
353Union Bancaire Privee, UBP SA$1.2M1
354HARTFORD INVESTMENT MANAGEMENT CO$1.2M1
355YANKCOM Partnership$1.2M1
356Siemens Fonds Invest GmbH$1.2M1
357WBI INVESTMENTS, LLC$1.2M1
358Generali Investments CEE, investicni spolecnost, a.s.$1.2M1
359Callan Family Office, LLC$1.2M1
360Merit Financial Group, LLC$1.2M1
361Capital Management Associates, Inc$1.2M1
362KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
363Maryland State Retirement & Pension System$1.1M1
364XTX Topco Ltd$1.1M1
365Caprock Group, LLC$1.1M1
366KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
367Freestone Grove Partners LP$1.1M1
368Modern Wealth Management, LLC$1.1M1
369BAILARD, INC.$1.1M1
370Lebenthal Global Advisors, LLC$1.1M1
371Byrne Asset Management LLC$1.1M1
372Breakwater Capital Group$1.1M1
373Private Advisor Group, LLC$1.1M1
374OFI INVEST ASSET MANAGEMENT$1.1M1
375NOMURA HOLDINGS INC$1.1M1
376Integrated Quantitative Investments LLC$1.1M1
377DLK Investment Management, LLC$1.0M1
378IMC-Chicago, LLC$1.0M1
379Moss Adams Wealth Advisors LLC$1.0M1
380Concurrent Investment Advisors, LLC$1.0M1
381Waverly Advisors, LLC$1.0M1
382J.Safra Asset Management Corp$993K1
383Net Worth Advisory Group$984K1
384WOLVERINE ASSET MANAGEMENT LLC$938K1
385Crestmont Private Wealth LLC$925K1
386Steward Partners Investment Advisory, LLC$918K1
387Qtron Investments LLC$905K1
388Hardworking Capital Advisors, LLC$888K1
389MUFG Securities EMEA plc$884K1
390Osmosis Investment Management UK Ltd$884K1
391NEEDHAM INVESTMENT MANAGEMENT LLC$882K1
392Index Technologies Group LLC$877K1
393MAI Capital Management$866K1
394Jain Global LLC$858K1
395Galvin, Gaustad & Stein, LLC$849K1
396AZZAD ASSET MANAGEMENT INC /ADV$840K1
397FULTON BANK, N.A.$838K1
398Venture Visionary Partners LLC$836K1
399Sowell Financial Services LLC$831K1
400FIDUCIARY TRUST CO$831K1
401Sigma Planning Corp$827K1
402MONTGOMERY INVESTMENT MANAGEMENT INC$827K1
403TOKIO MARINE ASSET MANAGEMENT CO LTD$823K1
404PANAGORA ASSET MANAGEMENT INC$822K1
405EDMOND DE ROTHSCHILD HOLDING S.A.$820K1
406Independent Advisor Alliance$809K1
407Alamea Verwaltungs GmbH$805K1
408Saudi Central Bank$805K1
409Sawyer & Company, Inc$802K1
410Transamerica Financial Advisors, LLC$789K1
411Lifeworks Advisors, LLC$788K1
412UNITED CAPITAL FINANCIAL ADVISORS, LLC$785K1
413Destiny Wealth Partners, LLC$784K1
414Empirical Finance, LLC$775K1
415E. Ohman J:or Asset Management AB$774K1
416Permanent Capital Management, LP$766K1
417OneDigital Investment Advisors LLC$758K1
418Savvy Advisors, Inc.$756K1
419COURIER CAPITAL LLC$753K1
420BURNEY CO/$749K1
421Beacon Pointe Advisors, LLC$743K1
422Vinva Investment Management Ltd$740K1
423Sterling Capital Management LLC$736K1
424Brooklyn Investment Group$736K1
425FARMERS & MERCHANTS INVESTMENTS INC$732K1
426Avestar Capital, LLC$731K1
427DIVERSIFY WEALTH MANAGEMENT, LLC$724K1
428Douglass Winthrop Advisors, LLC$722K1
429Cresset Asset Management, LLC$712K1
430Savant Capital, LLC$707K1
431TECTONIC ADVISORS LLC$707K1
432GREENLEAF TRUST$707K1
433Compound Planning, Inc.$706K1
434Kennebec Savings Bank$695K1
435EP Wealth Advisors, LLC$693K1
436NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$690K1
437Bridgewater Associates, LP$680K1
438Ascent Wealth Partners, LLC$669K1
439Envestnet Portfolio Solutions, Inc.$667K1
440Chicago Partners Investment Group LLC$667K1
441Vise Technologies, Inc.$661K1
442Meeder Advisory Services, Inc.$648K1
443OMC Financial Services LTD$643K1
444Godshalk Welsh Capital Management, Inc.$642K1
445World Investment Advisors$637K1
446Rothschild Capital Partners, LLC$631K1
447North Dakota State Investment Board$631K1
448Gerber Kawasaki Wealth & Investment Management$625K1
449Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$621K1
450Metis Global Partners, LLC$617K1
451Martin Capital Advisors, LLP$616K1
452OSSIAM$607K1
453PERSONAL CFO SOLUTIONS, LLC$605K1
454Werlinich Asset Management, LLC$604K1
455Wedmont Private Capital$603K1
456Stegent Equity Advisors, Inc.$600K1
457Ballentine Partners, LLC$600K1
458MUFG SECURITIES AMERICAS INC.$597K1
459Red Door Wealth Management, LLC$592K1
460Capital Investment Advisors, LLC$590K1
461First Eagle Investment Management, LLC$588K1
462Aaron Wealth Advisors LLC$587K1
463FIRST CITIZENS BANK & TRUST CO$583K1
464FOCUSED ALPHA, LLC$581K1
465SECURIAN ASSET MANAGEMENT, INC$581K1
466HORIZON KINETICS ASSET MANAGEMENT LLC$568K1
467MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$568K1
468BALYASNY ASSET MANAGEMENT L.P.$568K1
469GARRISON POINT ADVISORS, LLC$560K1
470Emergent Wealth Advisors, LLC$549K1
471Unified Investment Management$545K1
472Hobart Private Capital, LLC$540K1
473MAVERICK CAPITAL LTD$540K1
474Composition Wealth, LLC$537K1
475Essex Financial Services, Inc.$533K1
476D.A. DAVIDSON & CO.$533K1
477Triangle Securities Wealth Management$519K1
478Fairvoy Private Wealth, LLC$518K1
479BERKSHIRE ASSET MANAGEMENT LLC/PA$515K1
480SHUFRO ROSE & CO LLC$514K1
481Procyon Advisors, LLC$497K1
482BankPlus Wealth Management LLC$495K1
483Gateway Wealth Partners, LLC$493K1
484INVESTMENT HOUSE LLC$491K1
485IHT Wealth Management, LLC$491K1
486SEARLE & CO.$490K1
487MITCHELL MCLEOD PUGH & WILLIAMS INC$489K1
488ALPS ADVISORS INC$487K1
489Summit Financial, LLC$487K1
490JERICHO FINANCIAL, LLP$486K1
491Acropolis Investment Management, LLC$485K1
492Diversify Advisory Services, LLC$484K1
493Greenspring Advisors, LLC$479K1
494QUADRANT CAPITAL GROUP LLC$471K1
495Genesee Capital Advisors, LLC$470K1
496Bryn Mawr Trust Advisors, LLC$465K1
497Raab & Moskowitz Asset Management LLC$465K1
498Ironsides Asset Advisors, LLC$464K1
499FIRST WILSHIRE SECURITIES MANAGEMENT INC$461K1
500WATERS PARKERSON & CO., LLC$461K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 2 sell
Congress net ($ bound)−$27.0K to $43.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DGX

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DGX
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for DGX · financials and macro

Financials — as filed PLANNED

DGX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DGX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing