Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 840 holders are listed, largest first: 840
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $16.4B
holders whose share count rose or who opened the position (new + add), by shares: 363
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 99

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$15K–$50K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed DGX — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).