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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,222 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,200 | $19.6K | 0.00% | +1,200 | New |
| Citigroup Inc | 1,154 | $18.9K | 0.00% | −190−14.1% | Reduced |
| CWM, LLC | 1,096 | $18.0K | 0.00% | −657−37.5% | Reduced |
| Lindbrook Capital, LLC | 1,042 | $17.0K | 0.00% | −566−35.2% | Reduced |
| Tompkins Financial Corp | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $15.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 742 | $12.1K | 0.00% | +742 | New |
| Ancora Advisors, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $9.80K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 538 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 538 | $8.79K | 0.00% | −433−44.6% | Reduced |
| GWM Advisors LLC | 612 | $8.37K | 0.00% | +612 | New |
| MB, Levis & Associates, LLC | 478 | $7.81K | 0.01% | +478 | New |
| PrairieView Partners, LLC | 418 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 301 | $4.92K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 285 | $4.66K | 0.00% | −219−43.5% | Reduced |
| Hexagon Capital Partners LLC | 255 | $4.17K | 0.00% | +119+87.5% | Added |
| Rockefeller Capital Management L.P. | 373 | $4.00K | 0.00% | −70−15.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 242 | $3.95K | 0.00% | +242 | New |
| Fifth Third Bancorp | 204 | $3.33K | 0.00% | −40−16.4% | Reduced |
| Allworth Financial LP | 202 | $3.30K | 0.00% | +160+381.0% | Added |
| Zullo Investment Group, Inc. | 200 | $3.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 199 | $3.25K | 0.00% | −58−22.6% | Reduced |
| Baker Avenue Asset Management, LP | 187 | $3.06K | 0.00% | +187 | New |
| Cambridge Trust Co | 209 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 160 | $2.61K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 150 | $2.45K | 0.00% | −98−39.5% | Reduced |
| Brown Brothers Harriman & Co | 132 | $2.16K | 0.00% | −41−23.7% | Reduced |
| 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 |
| Advisory Services Network, LLC | 111 | $1.81K | 0.00% | +111 | New |
| Montag A & Associates Inc | 103 | $1.68K | 0.00% | +103 | New |
| 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 |
| Global Retirement Partners, LLC | 90 | $1.47K | 0.00% | −50−35.7% | Reduced |
| First Horizon Advisors, Inc. | 86 | $1.41K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 64 | $1.05K | 0.00% | +64 | New |
| Goodwin Investment Advisory | 62 | $1.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Belpointe Asset Management LLC | 55 | $899 | 0.00% | +55 | New |
| TD Private Client Wealth LLC | 49 | $801 | 0.00% | +49 | New |
| Zions Bancorporation, N.A. | 42 | $686 | 0.00% | −127−75.1% | Reduced |
| Caldwell Trust Co | 33 | $539 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $343 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 20 | $326 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $261 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 13,343 | $218 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $196 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 4 | $65 | 0.00% | +4 | New |
| Timber Creek Capital Management LLC | 0 | $11 | 0.00% | −178,110−100.0% | Reduced |
| Sofos Investments, Inc. | 16 | $10 | 0.00% | +16 | New |
| IFP Advisors, Inc | 2,097 | – | – | +479+29.6% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −311,743−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −123,881−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −120,069−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −92,280−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −69,697−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −69,523−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −63,714−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −46,141−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,541−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −33,100−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −32,816−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −29,540−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −21,243−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,972−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,249−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −16,477−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −12,455−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Axim Planning & Wealth | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Covington Capital Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |