HolderBook

QUEST DIAGNOSTICS INC (DGX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

46
Reporting holders
$170.8M
Reported value
0.0%
Calls
0.0%
Puts
-1,067
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Artemis Investment Management LLP$78.0M334,5850.68%6q-28.5%-$31.1M
EASTERN BANK$48.4M207,7200.74%4q+9.3%+$4.1M
SAPIENT CAPITAL LLC$7.6M32,6090.10%newNEW
TOTH FINANCIAL ADVISORY CORP$7.4M31,8130.74%32q-2.2%-$167.1K
MassMutual Private Wealth & Trust, FSB$4.6M19,5890.12%32q-2.7%-$127.3K
ZEVENBERGEN CAPITAL INVESTMENTS LLC$2.9M12,3250.07%6q+8.9%+$235.4K
Farther Finance Advisors, LLC$2.2M9,3310.02%16q+11.6%+$225.8K
AMERICAN NATIONAL BANK & TRUST$2.0M8,6460.18%7q-1.4%-$29.6K
DIVERSIFIED MANAGEMENT INC$1.7M7,1790.29%4q+176.5%+$1.1M
GAMMA Investing LLC$1.7M7,1670.06%12q+35.4%+$436.3K
Breakwater Capital Group$1.3M5,4230.15%3q-0.9%-$11.7K
DLK Investment Management, LLC$1.2M5,2480.45%12qHELD
Byrne Asset Management LLC$1.2M5,0730.65%20qHELD
Martin Capital Partners, LLC$1.1M4,7850.40%31q-2.3%-$26.1K
Venture Visionary Partners LLC$1.0M4,4560.03%21q+4.4%+$44.1K
Galvin, Gaustad & Stein, LLC$917.1K3,9350.07%24qHELD
STEPH & CO$813.9K3,4920.21%11q-10.4%-$94.2K
Wedmont Private Capital$794.5K3,4420.02%10q+10.3%+$74.3K
Werlinich Asset Management, LLC$717.9K3,0800.28%23qHELD
Emergent Wealth Advisors, LLC$652.6K2,8000.34%9qHELD
Acropolis Investment Management, LLC$494.8K2,1230.02%32q-54.3%-$587.6K
Montecito Bank & Trust$476.4K2,0440.07%15q-6.0%-$30.3K
O'Keefe Stevens Advisory, Inc.$437.0K1,8750.09%36qHELD
FIRST FINANCIAL BANK - TRUST DIVISION$402.3K1,7260.03%28qHELD
Sound Income Strategies, LLC$391.0K1,6940.02%newNEW
Dakota Community Bank & Trust NA$335.9K1,4410.96%16qHELD
Adelphi Trust Co$295.3K1,2670.19%3q+3.0%+$8.6K
Whalen Wealth Management Inc.$271.5K1,1650.12%newNEW
CoreCap Advisors, LLC$250.2K1,0730.01%11qHELD
Versant Capital Management, Inc$231.0K9910.02%32q+20.9%+$39.9K
ROCKLAND TRUST CO$230.0K9870.01%4q+2.1%+$4.7K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$219.3K9410.00%newNEW
Hummer Financial Advisory Services Inc$203.9K8750.13%newNEW
Grove Bank & Trust$98.4K4220.01%8qHELD
Davis Capital Management$84.8K3640.05%3qHELD
Coastline Trust Co$68.5K2940.01%32q-22.4%-$19.8K
Sarver Vrooman Wealth Advisors$49.6K2130.03%7qHELD
Aventus Investment Advisors, Inc.$39.6K1700.03%6qHELD
Rosenberg Matthew Hamilton$25.6K1100.00%17qHELD
ELEVATION WEALTH PARTNERS, LLC$24.7K1060.01%5q+211.8%+$16.8K
ARMSTRONG ADVISORY GROUP, INC$12.6K540.00%16qHELD
Roxbury Financial LLC$12.2K530.01%8qHELD
Mn Services Vermogensbeheer B.V.$7.5K31,9660.06%31qHELD
GoalVest Advisory LLC$6.1K260.00%newNEW
Retirement Wealth Solutions LLC$1.6K70.00%5q+75.0%
CX Institutional$1.6K6,8250.04%29q-0.7%
Marquette Asset Management, LLC$1.4K60.00%5qHELD
Planning Strategies Inc.$1.4K60.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AT. Rowe Price Associates, Inc.4.9%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-062026-10-06Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-28PREVOZNIK MICHAEL ESVP & General CounselSold22,677$5.5M ×3
2026-06-01Davis J. E.CEO and PresidentSold10,000$1.9M
2026-06-04KUPPUSAMY KARTHIKSVP, Clinical SolutionsSold8,147$1.6M
2026-07-28DELANEY MARK ESVP & Chief Commercial OfficerSold1,600$376.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202646$170.8M732,731612100.0%
Q2 20261,113$23.9B112,046,8641163973140.8%
Q1 20261,066$20.6B104,771,1621093303560.7%
Q4 20251,051$18.6B106,530,684963203220.7%
Q3 20251,008$21.0B109,155,7991043373111.0%
Q2 2025995$19.7B108,286,3071043433131.1%
Q1 2025972$17.7B103,424,8721312993131.2%
Q4 2024900$15.1B99,358,981662922750.7%
Q3 2024853$15.5B99,180,651852662920.8%
Q2 2024841$13.7B98,898,002822582811.0%
Q1 2024818$14.1B104,688,671752512941.5%
Q4 2023835$14.2B101,255,085602313111.8%
Q3 2023803$12.2B98,474,995612153181.4%
Q2 2023826$14.1B99,526,331652332950.9%
Q1 2023836$14.4B101,329,350512433090.8%
Q4 2022890$15.7B98,907,1351172482931.4%
Q3 2022812$12.8B103,393,938402332990.7%
Q2 2022853$14.0B103,809,127752472931.2%
Q1 2022854$14.7B105,440,072742443031.4%
Q4 2021910$18.5B105,331,876892543002.5%
Q3 2021844$16.3B109,460,956902692702.3%
Q2 2021813$15.3B113,958,520612742581.8%
Q1 2021816$15.0B115,738,120782642710.8%
Q4 2020814$14.3B117,252,834862642361.1%
Q3 2020761$13.6B117,602,438782122631.4%
Q2 2020753$13.8B119,210,8561182022851.2%
Q1 2020713$10.1B124,940,9161062462301.3%
Q4 2019717$13.4B124,285,796582292260.7%
Q3 2019682$13.0B120,898,028622311940.7%
Q2 2019659$15.0B138,705,373702112190.7%
Q1 2019658$11.5B126,303,022832181911.1%
Q4 2018629$10.4B124,330,480812130.6%