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
- −4.99M (−12.8%) vs. Q1 2023
- Total value
- $815.7M
- −$13.5M (−1.6%) vs. Q1 2023
- New holders
- 22
- 39 more added
- Sold out
- 31
- 37 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 | $950.0M |
| 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, 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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 24,537 | $587.0K | 0.03% | −271−1.1% | Reduced |
| Searle & Co. | 23,288 | $608.0K | 0.19% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 25,771 | $616.7K | 0.01% | +10,766+71.7% | Added |
| US Bancorp | 25,891 | $619.6K | 0.00% | −7,273−21.9% | Reduced |
| Susquehanna International Group, LLP | 26,906 | $643.9K | 0.00% | −26,182−49.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 27,132 | $649.3K | 0.23% | −62−0.2% | Reduced |
| Cerity Partners LLC | 27,425 | $656.3K | 0.00% | +1,748+6.8% | Added |
| CI Private Wealth, LLC | 27,951 | $668.9K | 0.00% | −2,000−6.7% | Reduced |
| Clifford Capital Partners LLC | 29,284 | $700.8K | 0.20% | +29,284 | New |
| Wells Fargo & Company | 30,034 | $718.7K | 0.00% | +4,245+16.5% | Added |
| Creative Planning | 30,039 | $718.8K | 0.00% | +6,541+27.8% | Added |
| Raymond James & Associates | 30,219 | $723.1K | 0.00% | −105−0.3% | Reduced |
| Old Mission Capital LLC | 30,424 | $728.0K | 0.03% | −178,130−85.4% | Reduced |
| Mirabella Financial Services LLP | 35,098 | $839.9K | 0.10% | +35,098 | New |
| UBS Group AG | 37,284 | $892.2K | 0.00% | −2,797−7.0% | Reduced |
| GWM Advisors LLC | 37,904 | $907.0K | 0.01% | −7,192−15.9% | Reduced |
| Hardman Johnston Global Advisors LLC | 39,037 | $934.2K | 0.03% | 00.0% | Unchanged |
| Settian Capital LP | 40,000 | $957.2K | 0.80% | +40,000 | New |
| Mariner, LLC | 42,772 | $1.02M | 0.00% | +1,222+2.9% | Added |
| Cacti Asset Management LLC | 43,500 | $1.04M | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 45,505 | $1.09M | 0.00% | −3,583−7.3% | Reduced |
| Capricorn Fund Managers Ltd | 50,643 | $1.21M | 0.44% | −160,345−76.0% | Reduced |
| Crossmark Global Holdings, Inc. | 46,670 | $1.23M | 0.03% | +1,073+2.4% | Added |
| Mork Capital Management, LLC | 51,580 | $1.23M | 0.95% | 00.0% | Unchanged |
| HRT Financial LP | 55,586 | $1.33M | 0.01% | −7,457−11.8% | Reduced |
| Envestnet Asset Management Inc | 56,042 | $1.34M | 0.00% | −33,707−37.6% | Reduced |
| Bank of America Corp | 72,463 | $1.73M | 0.00% | +3,538+5.1% | Added |
| Two Sigma Investments, LP | 77,500 | $1.85M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 82,813 | $1.98M | 0.00% | +6,571+8.6% | Added |
| Two Sigma Advisers, LP | 85,700 | $2.05M | 0.01% | −126,200−59.6% | Reduced |
| Franklin Resources Inc | 91,846 | $2.20M | 0.00% | −13,825−13.1% | Reduced |
| Geode Capital Management, LLC | 93,838 | $2.25M | 0.00% | −2,691−2.8% | Reduced |
| Koss-Olinger Consulting, LLC | 96,306 | $2.31M | 0.27% | +2,219+2.4% | Added |
| Russell Investments Group, Ltd. | 97,876 | $2.34M | 0.00% | +470.0% | Added |
| Guardian Capital Advisors LP | 103,255 | $2.65M | 0.30% | +11,755+12.8% | Added |
| Millennium Management LLC | 115,552 | $2.77M | 0.00% | +12,500+12.1% | Added |
| Northern Trust Corp | 260,987 | $6.25M | 0.00% | +5,847+2.3% | Added |
| Tweedy, Browne Co LLC | 339,637 | $8.13M | 0.43% | −3,922−1.1% | Reduced |
| BlackRock Inc. | 491,706 | $11.8M | 0.00% | +6,151+1.3% | Added |
| Balyasny Asset Management LLC | 646,145 | $15.5M | 0.04% | −104,465−13.9% | Reduced |
| Goldman Sachs Group Inc | 736,847 | $17.6M | 0.00% | +272,886+58.8% | Added |
| Morgan Stanley | 1,004,627 | $24.0M | 0.00% | −43,724−4.2% | Reduced |
| Invesco Ltd. | 1,009,497 | $24.2M | 0.01% | −322,146−24.2% | Reduced |
| Dodge & Cox | 4,223,110 | $101.1M | 0.07% | 00.0% | Unchanged |
| Fiduciary Management Inc | 6,191,233 | $148.2M | 1.50% | +1,019,948+19.7% | Added |
| Pzena Investment Management LLC | 16,672,581 | $399.0M | 1.70% | −3,352,497−16.7% | Reduced |
| Quilter Plc | 1,694 | – | – | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −713,619−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −607,573−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −146,897−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −137,476−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −136,553−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −51,476−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −36,936−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −24,190−100.0% | Sold out |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −22,730−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −16,982−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,379−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −14,345−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −12,205−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,682−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10,001−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,725−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |