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, Q2 2023
Institutional positions in Fresenius Medical Care AG as of Jun 30, 2023. 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
- 147
- −9 vs. Q1 2023
- Shares held
- 34.1M
- −5.08M (−13.0%) vs. Q1 2023
- Total value
- $818.0M
- −$20.9M (−2.5%) vs. Q1 2023
- New holders
- 22
- 38 more added
- Sold out
- 31
- 38 more reduced
Compare with Q1 2023: 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 | $950.5M |
| Q4 2025 | 215 | $894.3M |
| Q3 2025 | 207 | $959.0M |
| Q2 2025 | 208 | $1.05B |
| Q1 2025 | 202 | $874.0M |
| Q4 2024 | 190 | $770.1M |
| Q3 2024 | 168 | $713.4M |
| Q2 2024 | 167 | $598.3M |
| Q1 2024 | 172 | $680.4M |
| Q4 2023 | 160 | $710.1M |
| Q3 2023 | 148 | $713.3M |
| Q2 2023 | 147 | $818.0M |
| Q1 2023 | 156 | $838.9M |
| Q4 2022 | 156 | $721.7M |
| Q3 2022 | 141 | $457.9M |
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 16,672,581 | $399.0M | 1.70% | −3,352,497−16.7% | Reduced |
| Fiduciary Management Inc | 6,191,233 | $148.2M | 1.50% | +1,019,948+19.7% | Added |
| Dodge & Cox | 4,223,110 | $101.1M | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 1,009,497 | $24.2M | 0.01% | −322,146−24.2% | Reduced |
| Morgan Stanley | 1,004,627 | $24.0M | 0.00% | −43,724−4.2% | Reduced |
| Goldman Sachs Group Inc | 736,847 | $17.6M | 0.00% | +272,886+58.8% | Added |
| Balyasny Asset Management LLC | 646,145 | $15.5M | 0.04% | −104,465−13.9% | Reduced |
| BlackRock Inc. | 491,706 | $11.8M | 0.00% | +6,151+1.3% | Added |
| Tweedy, Browne Co LLC | 339,637 | $8.13M | 0.43% | −3,922−1.1% | Reduced |
| Northern Trust Corp | 260,987 | $6.25M | 0.00% | +5,847+2.3% | Added |
| Millennium Management LLC | 115,552 | $2.77M | 0.00% | +12,500+12.1% | Added |
| Guardian Capital Advisors LP | 103,255 | $2.65M | 0.30% | +11,755+12.8% | Added |
| Russell Investments Group, Ltd. | 97,876 | $2.34M | 0.00% | +470.0% | Added |
| Koss-Olinger Consulting, LLC | 96,306 | $2.31M | 0.27% | +2,219+2.4% | Added |
| Geode Capital Management, LLC | 93,838 | $2.25M | 0.00% | −2,691−2.8% | Reduced |
| Franklin Resources Inc | 91,846 | $2.20M | 0.00% | −13,825−13.1% | Reduced |
| Two Sigma Advisers, LP | 85,700 | $2.05M | 0.01% | −126,200−59.6% | Reduced |
| FMR LLC | 82,813 | $1.98M | 0.00% | −69,671−45.7% | Reduced |
| Two Sigma Investments, LP | 77,500 | $1.85M | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 1,694 | $1.83M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 72,463 | $1.73M | 0.00% | +3,538+5.1% | Added |
| Envestnet Asset Management Inc | 56,042 | $1.34M | 0.00% | −33,707−37.6% | Reduced |
| HRT Financial LP | 55,586 | $1.33M | 0.01% | −7,457−11.8% | Reduced |
| Mork Capital Management, LLC | 51,580 | $1.23M | 0.95% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 46,670 | $1.23M | 0.03% | +1,073+2.4% | Added |
| Capricorn Fund Managers Ltd | 50,643 | $1.21M | 0.44% | −160,345−76.0% | Reduced |
| Royal Bank of Canada | 45,505 | $1.09M | 0.00% | −3,583−7.3% | Reduced |
| Cacti Asset Management LLC | 43,500 | $1.04M | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 42,772 | $1.02M | 0.00% | +1,222+2.9% | Added |
| Settian Capital LP | 40,000 | $957.2K | 0.80% | +40,000 | New |
| Hardman Johnston Global Advisors LLC | 39,037 | $934.2K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,904 | $907.0K | 0.01% | −7,192−15.9% | Reduced |
| CIBC Private Wealth Group, LLC | 37,488 | $897.1K | 0.00% | +9,006+31.6% | Added |
| UBS Group AG | 37,284 | $892.2K | 0.00% | −2,797−7.0% | Reduced |
| Mirabella Financial Services LLP | 35,098 | $839.9K | 0.10% | +35,098 | New |
| Old Mission Capital LLC | 30,424 | $728.0K | 0.03% | −178,130−85.4% | Reduced |
| Raymond James & Associates | 30,219 | $723.1K | 0.00% | −105−0.3% | Reduced |
| Creative Planning | 30,039 | $718.8K | 0.00% | +6,541+27.8% | Added |
| Wells Fargo & Company | 30,034 | $718.7K | 0.00% | +4,245+16.5% | Added |
| Clifford Capital Partners LLC | 29,284 | $700.8K | 0.20% | +29,284 | New |
| CI Private Wealth, LLC | 27,951 | $668.9K | 0.00% | −2,000−6.7% | Reduced |
| Cerity Partners LLC | 27,425 | $656.3K | 0.00% | +1,748+6.8% | Added |
| Legacy Wealth Asset Management, LLC | 27,132 | $649.3K | 0.23% | −62−0.2% | Reduced |
| Susquehanna International Group, LLP | 26,906 | $643.9K | 0.00% | −26,182−49.3% | Reduced |
| US Bancorp | 25,891 | $619.6K | 0.00% | −7,273−21.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,771 | $616.7K | 0.01% | +10,766+71.7% | Added |
| Searle & Co. | 23,288 | $608.0K | 0.19% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 24,537 | $587.0K | 0.03% | −271−1.1% | Reduced |
| Ethic Inc. | 24,321 | $582.0K | 0.02% | +5,659+30.3% | Added |
| Uncommon Cents Investing LLC | 24,270 | $580.8K | 0.21% | +5,265+27.7% | Added |
| Bank of New York Mellon Corp | 24,244 | $580.2K | 0.00% | +4,042+20.0% | Added |
| Dimensional Fund Advisors LP | 24,144 | $577.8K | 0.00% | +616+2.6% | Added |
| HighTower Advisors, LLC | 22,622 | $538.0K | 0.00% | +22,622 | New |
| Veriti Management LLC | 22,406 | $536.2K | 0.06% | −528−2.3% | Reduced |
| Everett Harris & Co | 21,798 | $521.6K | 0.01% | −792−3.5% | Reduced |
| American Century Companies Inc | 21,218 | $507.7K | 0.00% | +448+2.2% | Added |
| First Light Asset Management, LLC | 19,490 | $466.4K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 19,391 | $463.5K | 0.00% | +592+3.1% | Added |
| Ameriprise Financial Inc | 17,518 | $419.2K | 0.00% | −3,283−15.8% | Reduced |
| JustInvest LLC | 16,920 | $404.9K | 0.01% | +1,169+7.4% | Added |
| Valley National Advisers Inc | 16,425 | $394.0K | 0.07% | −813−4.7% | Reduced |
| Lodestar Private Asset Management LLC | 16,382 | $392.0K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,080 | $385.0K | 0.00% | −1,007−5.9% | Reduced |
| Meyer Handelman Co | 16,000 | $382.9K | 0.02% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 15,567 | $372.5K | 0.42% | −3,715−19.3% | Reduced |
| Wetherby Asset Management Inc | 15,410 | $368.8K | 0.02% | +904+6.2% | Added |
| Rhumbline Advisers | 14,641 | $350.4K | 0.00% | +14,641 | New |
| The PNC Financial Services Group, Inc. | 13,605 | $325.6K | 0.00% | +923+7.3% | Added |
| Riverwater Partners LLC | 13,580 | $325.0K | 0.29% | +3,582+35.8% | Added |
| Glenmede Trust Co NA | 14,999 | $318.9K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 12,035 | $288.0K | 0.17% | −573−4.5% | Reduced |
| Advisors Asset Management, Inc. | 11,849 | $283.5K | 0.01% | −120−1.0% | Reduced |
| Centiva Capital, LP | 11,643 | $278.6K | 0.01% | +2,103+22.0% | Added |
| Toroso Investments, LLC | 10,705 | $256.0K | 0.01% | −11,749−52.3% | Reduced |
| One Capital Management, LLC | 10,482 | $250.8K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,150 | $243.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,809 | $234.7K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 9,533 | $224.0K | 0.00% | +9,533 | New |
| Advisor Partners II, LLC | 9,318 | $223.0K | 0.01% | +9,318 | New |
| Charles Schwab Investment Management Inc | 9,254 | $221.4K | 0.00% | +9,254 | New |
| Clearbridge Investments, LLC | 9,125 | $218.4K | 0.00% | +9,125 | New |
| Arbor Investment Advisors, LLC | 8,850 | $211.8K | 0.04% | +8,850 | New |
| JPMorgan Chase & Co | 8,837 | $211.5K | 0.00% | +2,544+40.4% | Added |
| AE Wealth Management LLC | 8,707 | $208.4K | 0.00% | +8,707 | New |
| Signaturefd, LLC | 8,017 | $191.8K | 0.00% | +634+8.6% | Added |
| Simplex Trading, LLC | 5,239 | $125.0K | 0.01% | −9,621−64.7% | Reduced |
| BNP Paribas Arbitrage, SA | 5,024 | $120.2K | 0.00% | +5,024 | New |
| Advisor Group Holdings, Inc. | 4,572 | $109.5K | 0.00% | −3,688−44.6% | Reduced |
| Quadrant Capital Group LLC | 4,111 | $98.4K | 0.01% | +16+0.4% | Added |
| Citadel Advisors LLC | 3,481 | $83.3K | 0.00% | +2,834+438.0% | Added |
| Pacer Advisors, Inc. | 3,197 | $76.5K | 0.00% | −195,417−98.4% | Reduced |
| Atlas Capital Advisors LLC | 2,957 | $70.8K | 0.01% | +2,957 | New |
| Northwestern Mutual Wealth Management Co | 2,901 | $69.4K | 0.00% | −4,578−61.2% | Reduced |
| Parallel Advisors, LLC | 2,697 | $64.5K | 0.00% | −17−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,140 | $55.8K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,328 | $55.7K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,969 | $47.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,775 | $42.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,660 | $39.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,819 | $39.0K | 0.00% | −601−24.8% | Reduced |