Fresenius Medical Care AG
FMS- Exchange
- NYSE
- Industry
- Services-Misc Health & Allied Services, NEC
- SEC CIK
- 0001333141
No open-market purchases or sales by Fresenius Medical Care AG insiders were filed in the last 90 days; 234 institutions reported holding it in 13F filings for Q2 2026, worth $960.4M in total; no superinvestor holds it.
Other share classesFMCQF
13F holders, Q4 2022
Institutional positions in Fresenius Medical Care AG as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 156
- +17 vs. Q3 2022
- Shares held
- 44.2M
- +11.6M (+35.4%) vs. Q3 2022
- Total value
- $721.5M
- +$263.9M (+57.7%) vs. Q3 2022
- New holders
- 42
- 36 more added
- Sold out
- 25
- 48 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 234 | $960.4M |
| Q1 2026 | 220 | $950.0M |
| Q4 2025 | 214 | $893.8M |
| Q3 2025 | 206 | $949.9M |
| Q2 2025 | 208 | $1.05B |
| Q1 2025 | 202 | $874.0M |
| Q4 2024 | 190 | $770.1M |
| Q3 2024 | 168 | $713.2M |
| Q2 2024 | 167 | $598.1M |
| Q1 2024 | 172 | $640.8M |
| Q4 2023 | 160 | $689.9M |
| Q3 2023 | 148 | $711.5M |
| Q2 2023 | 147 | $815.7M |
| Q1 2023 | 156 | $829.2M |
| Q4 2022 | 156 | $721.5M |
| Q3 2022 | 141 | $457.8M |
| Q2 2022 | 167 | $805.1M |
| Q1 2022 | 178 | $1.03B |
| Q4 2021 | 174 | $899.2M |
| Q3 2021 | 160 | $905.1M |
| Q2 2021 | 173 | $847.6M |
| Q1 2021 | 167 | $714.9M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 16 | $10 | 0.00% | +16 | New |
| Timber Creek Capital Management LLC | 0 | $11 | 0.00% | −178,110−100.0% | Reduced |
| Farther Finance Advisors, LLC | 4 | $65 | 0.00% | +4 | New |
| True Wealth Design, LLC | 12 | $196 | 0.00% | +12 | New |
| CIBC Private Wealth Group, LLC | 13,343 | $218 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $261 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 20 | $326 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $343 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 33 | $539 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 42 | $686 | 0.00% | −127−75.1% | Reduced |
| TD Private Client Wealth LLC | 49 | $801 | 0.00% | +49 | New |
| Belpointe Asset Management LLC | 55 | $899 | 0.00% | +55 | New |
| James Investment Research Inc | 53 | $1.00K | 0.00% | −423−88.9% | Reduced |
| Endurance Wealth Management, Inc. | 69 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 62 | $1.01K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 64 | $1.05K | 0.00% | +64 | New |
| First Horizon Advisors, Inc. | 86 | $1.41K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $1.47K | 0.00% | −50−35.7% | Reduced |
| Atwood & Palmer Inc | 100 | $1.63K | 0.00% | −1,044−91.3% | Reduced |
| Community Bank, N.A. | 100 | $1.63K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 103 | $1.68K | 0.00% | +103 | New |
| Advisory Services Network, LLC | 111 | $1.81K | 0.00% | +111 | New |
| Macquarie Group Ltd | 151 | $2.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 115 | $2.00K | 0.00% | +115 | New |
| Pinnacle Bancorp, Inc. | 110 | $2.00K | 0.00% | +110 | New |
| Brown Brothers Harriman & Co | 132 | $2.16K | 0.00% | −41−23.7% | Reduced |
| Ellevest, Inc. | 150 | $2.45K | 0.00% | −98−39.5% | Reduced |
| Trust Co of Vermont | 160 | $2.61K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 209 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 187 | $3.06K | 0.00% | +187 | New |
| JFS Wealth Advisors, LLC | 199 | $3.25K | 0.00% | −58−22.6% | Reduced |
| Zullo Investment Group, Inc. | 200 | $3.27K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 202 | $3.30K | 0.00% | +160+381.0% | Added |
| Fifth Third Bancorp | 204 | $3.33K | 0.00% | −40−16.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 242 | $3.95K | 0.00% | +242 | New |
| Rockefeller Capital Management L.P. | 373 | $4.00K | 0.00% | −70−15.8% | Reduced |
| Hexagon Capital Partners LLC | 255 | $4.17K | 0.00% | +119+87.5% | Added |
| EverSource Wealth Advisors, LLC | 285 | $4.66K | 0.00% | −219−43.5% | Reduced |
| JNBA Financial Advisors | 301 | $4.92K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 418 | $6.00K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 478 | $7.81K | 0.01% | +478 | New |
| GWM Advisors LLC | 612 | $8.37K | 0.00% | +612 | New |
| Glassman Wealth Services | 538 | $8.79K | 0.00% | −433−44.6% | Reduced |
| America First Investment Advisors, LLC | 538 | $9.00K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $9.80K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 742 | $12.1K | 0.00% | +742 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Lindbrook Capital, LLC | 1,042 | $17.0K | 0.00% | −566−35.2% | Reduced |
| CWM, LLC | 1,096 | $18.0K | 0.00% | −657−37.5% | Reduced |
| Citigroup Inc | 1,154 | $18.9K | 0.00% | −190−14.1% | Reduced |
| Proequities, Inc. | 1,200 | $19.6K | 0.00% | +1,200 | New |
| Assetmark, Inc | 1,222 | $20.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,290 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,660 | $27.1K | 0.00% | +1,660 | New |
| Clear Street Markets LLC | 1,728 | $28.0K | 0.01% | +1,728 | New |
| Group One Trading, L.P. | 1,800 | $29.4K | 0.00% | +1,800 | New |
| GHP Investment Advisors, Inc. | 2,140 | $35.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,322 | $37.9K | 0.00% | +96+4.3% | Added |
| Annapolis Financial Services, LLC | 2,328 | $38.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,366 | $48.0K | 0.00% | +3,098+1,156.0% | Added |
| Quadrant Capital Group LLC | 3,213 | $52.5K | 0.01% | −1,233−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,293 | $53.8K | 0.00% | −1,348−29.0% | Reduced |
| JPMorgan Chase & Co | 3,432 | $57.0K | 0.00% | +885+34.7% | Added |
| Creative Financial Designs Inc | 3,960 | $64.7K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,300 | $69.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,604 | $75.2K | 0.00% | −1,158,409−99.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,721 | $93.0K | 0.00% | −4,495−44.0% | Reduced |
| Umb Bank N A | 5,814 | $95.0K | 0.00% | +42+0.7% | Added |
| Signaturefd, LLC | 6,465 | $105.6K | 0.00% | −3,566−35.5% | Reduced |
| Quantbot Technologies LP | 6,518 | $106.5K | 0.01% | +5,105+361.3% | Added |
| Advisor Group Holdings, Inc. | 8,273 | $136.1K | 0.00% | +2,585+45.4% | Added |
| Advisors Asset Management, Inc. | 8,749 | $143.0K | 0.00% | +7,365+532.2% | Added |
| SG Americas Securities, LLC | 10,150 | $166.0K | 0.00% | −1,533−13.1% | Reduced |
| One Capital Management, LLC | 10,482 | $171.3K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,773 | $176.0K | 0.01% | −3,660−25.4% | Reduced |
| Comerica Bank | 10,284 | $187.0K | 0.00% | −47−0.5% | Reduced |
| Schechter Investment Advisors, LLC | 11,576 | $189.2K | 0.02% | +11,576 | New |
| The PNC Financial Services Group, Inc. | 11,874 | $194.0K | 0.00% | +5,698+92.3% | Added |
| O'Shaughnessy Asset Management, LLC | 11,957 | $195.4K | 0.00% | −786−6.2% | Reduced |
| Uncommon Cents Investing LLC | 12,230 | $201.8K | 0.07% | +12,230 | New |
| EP Wealth Advisors, LLC | 12,448 | $203.4K | 0.00% | −354−2.8% | Reduced |
| Glenmede Trust Co NA | 12,659 | $206.8K | 0.00% | +556+4.6% | Added |
| Ethic Inc. | 13,011 | $212.6K | 0.01% | −4,929−27.5% | Reduced |
| JustInvest LLC | 14,024 | $229.2K | 0.01% | +2,915+26.2% | Added |
| Gallacher Capital Management LLC | 15,106 | $246.8K | 0.15% | +15,106 | New |
| American Century Companies Inc | 15,385 | $251.4K | 0.00% | +92+0.6% | Added |
| Meyer Handelman Co | 16,000 | $261.4K | 0.01% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 16,382 | $267.7K | 0.05% | +16,382 | New |
| Creative Planning | 16,817 | $274.8K | 0.00% | +16,817 | New |
| Commonwealth Equity Services, LLC | 16,852 | $275.0K | 0.00% | +491+3.0% | Added |
| Jarislowsky, Fraser Ltd | 17,145 | $280.1K | 0.00% | −12,100−41.4% | Reduced |
| Bank of New York Mellon Corp | 17,356 | $283.6K | 0.00% | +6,799+64.4% | Added |
| Hantz Financial Services, Inc. | 17,430 | $285.0K | 0.01% | +17,430 | New |
| National Bank of Canada | 17,808 | $290.7K | 0.00% | +71+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 18,200 | $297.4K | 0.00% | +18,200 | New |
| Ameriprise Financial Inc | 18,569 | $304.0K | 0.00% | +8,219+79.4% | Added |
| Valley National Advisers Inc | 17,500 | $308.0K | 0.06% | −17,032−49.3% | Reduced |