Who owns DGX (DGX)
Which tracked institutional funds hold DGX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DGX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
330 tracked funds added or opened DGX while 131 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DGX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DGX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DGX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1061 tracked filers holding DGX, 473 increased or opened the position and 487 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DGX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 41
- VANGUARD CAPITAL MANAGEMENT LLC$1.4B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B
- VANGUARD FIDUCIARY TRUST CO$121M
- M.D. Sass, LLC$59M
- Vanguard Global Advisers, LLC$48M
- Clark Capital Management Group, Inc.$46M
Full exits 46
- VANGUARD GROUP INC$2.5B
- Skandinaviska Enskilda Banken AB (publ)$24M
- VIRGINIA RETIREMENT SYSTEMS ET Al$21M
- Point72 Asset Management, L.P.$17M
- Distillate Capital Partners LLC$15M
- Brandywine Global Investment Management, LLC$14M
Largest adds
- EdgePoint Investment Group Inc.$152M
- PRICE T ROWE ASSOCIATES INC /MD/$142M
- STATE STREET CORP$120M
- Boston Partners$107M
- GEODE CAPITAL MANAGEMENT, LLC$79M
- BANK OF AMERICA CORP /DE/$62M
Largest trims
- BlackRock, Inc.$214M
- UBS Group AG$56M
- Freestone Grove Partners LP$53M
- JANE STREET GROUP, LLC$50M
- FIDUCIARY MANAGEMENT INC /WI/$40M
- GOLDMAN SACHS GROUP INC$32M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 7,283,684 | $1.4B | 7.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,145,672 | $1.4B | 6.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 6,297,987 | $1.2B | 6.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,081,400 | $1.2B | 5.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,380,821 | $1.1B | 5.2% | 2026-Q1 |
| Boston Partners added | 4,012,232 | $787M | 3.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,846,456 | $758M | 3.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,086,308 | $603M | 3.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,479,720 | $486M | 2.4% | 2026-Q1 |
| EdgePoint Investment Group Inc. added | 2,243,869 | $440M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,949,535 | $382M | 1.9% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 1,883,024 | $369M | 1.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,846,336 | $362M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,762,769 | $345M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,752,902 | $344M | 1.7% | 2026-Q1 |
| DAVIS SELECTED ADVISERS added | 1,617,813 | $317M | 1.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,596,544 | $313M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,348,694 | $264M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,114,219 | $218M | 1.1% | 2026-Q1 |
| NORGES BANK trimmed | 1,289,412 | $218M | 1.1% | 2026-Q1 |
| FMR LLC trimmed | 910,580 | $178M | 0.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 867,331 | $170M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 846,603 | $166M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 807,477 | $158M | 0.8% | 2026-Q1 |
| M&G PLC trimmed | 805,341 | $158M | 0.8% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 748,680 | $149M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 760,790 | $149M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 736,625 | $144M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 734,714 | $144M | 0.7% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 720,986 | $141M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 702,337 | $138M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 655,961 | $129M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 619,180 | $121M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 681,158 | $118M | 0.6% | 2026-Q1 |
| Woodline Partners LP added | 593,744 | $116M | 0.6% | 2026-Q1 |
| BARCLAYS PLC added | 565,470 | $111M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 550,899 | $108M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 526,033 | $103M | 0.5% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 486,433 | $95M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 465,425 | $91M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 458,455 | $90M | 0.4% | 2026-Q1 |
| Artemis Investment Management LLP trimmed | 447,274 | $88M | 0.4% | 2026-Q1 |
| Pacer Advisors, Inc. added | 1,963,855 | $86M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 412,436 | $81M | 0.4% | 2026-Q1 |
| Amundi trimmed | 408,330 | $80M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 347,218 | $68M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 345,788 | $68M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 329,152 | $65M | 0.3% | 2026-Q1 |
| Advisors Capital Management, LLC added | 327,251 | $64M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 326,500 | $64M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 305,691 | $60M | 0.3% | 2026-Q1 |
| M.D. Sass, LLC added | 299,459 | $59M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 295,035 | $58M | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 287,123 | $56M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 270,281 | $53M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 264,754 | $52M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 263,347 | $52M | 0.3% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 256,298 | $50M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 251,441 | $49M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 242,525 | $48M | 0.2% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. trimmed | 240,816 | $47M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 239,432 | $47M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 237,792 | $47M | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 235,422 | $46M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 231,025 | $45M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 230,934 | $45M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 226,730 | $44M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 217,286 | $43M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 212,180 | $42M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 210,365 | $41M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 200,278 | $39M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 198,534 | $39M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 195,144 | $38M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 186,175 | $36M | 0.2% | 2026-Q1 |
| CONNING INC. added | 175,906 | $34M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 170,912 | $33M | 0.2% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd trimmed | 162,589 | $32M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 162,238 | $32M | 0.2% | 2026-Q1 |
| BRAUN STACEY ASSOCIATES INC added | 156,832 | $31M | 0.2% | 2026-Q1 |
| COOKSON PEIRCE & CO INC trimmed | 156,342 | $31M | 0.2% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 155,348 | $30M | 0.1% | 2026-Q1 |
| Willis Investment Counsel | 151,800 | $30M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 150,856 | $30M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A trimmed | 148,560 | $29M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 147,727 | $29M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 140,574 | $28M | 0.1% | 2026-Q1 |
| SEB Asset Management AB new | 139,951 | $27M | 0.1% | 2026-Q1 |
| Achmea Investment Management B.V. trimmed | 137,119 | $27M | 0.1% | 2026-Q1 |
| APG Asset Management N.V. trimmed | 153,939 | $26M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 131,935 | $26M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 130,777 | $26M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 126,510 | $25M | 0.1% | 2026-Q1 |
| &PARTNERS added | 122,183 | $24M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 121,667 | $24M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 14,339,489 | $2.5B | 12.2% | 2025-Q4 stale |
| 8 KNOTS MANAGEMENT, LLC added | 275,344 | $52M | 0.3% | 2025-Q3 stale |
| RTW INVESTMENTS, LP trimmed | 250,000 | $48M | 0.2% | 2025-Q3 stale |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 174,290 | $31M | 0.2% | 2025-Q2 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 158,749 | $27M | 0.1% | 2025-Q1 stale |
| Skandinaviska Enskilda Banken AB (publ) trimmed | 139,936 | $24M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.