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, Q3 2023
Institutional positions in Fresenius Medical Care AG as of Sep 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
- 148
- +2 vs. Q2 2023
- Shares held
- 33.1M
- −1.02M (−3.0%) vs. Q2 2023
- Total value
- $713.3M
- −$104.2M (−12.7%) vs. Q2 2023
- New holders
- 24
- 39 more added
- Sold out
- 22
- 41 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 16,288,934 | $350.9M | 1.51% | −383,647−2.3% | Reduced |
| Fiduciary Management Inc | 6,091,050 | $131.2M | 1.34% | −100,183−1.6% | Reduced |
| Dodge & Cox | 4,223,110 | $91.0M | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 1,041,447 | $22.4M | 0.00% | +36,820+3.7% | Added |
| Goldman Sachs Group Inc | 888,762 | $19.1M | 0.00% | +151,915+20.6% | Added |
| Invesco Ltd. | 801,136 | $17.3M | 0.00% | −208,361−20.6% | Reduced |
| BlackRock Inc. | 517,620 | $11.1M | 0.00% | +25,914+5.3% | Added |
| Envestnet Asset Management Inc | 259,033 | $5.58M | 0.00% | +202,991+362.2% | Added |
| Northern Trust Corp | 258,933 | $5.58M | 0.00% | −2,054−0.8% | Reduced |
| Marshall Wace, LLP | 150,016 | $3.23M | 0.01% | +150,016 | New |
| Jane Street Group, LLC | 137,054 | $2.95M | 0.00% | +137,054 | New |
| Citadel Advisors LLC | 98,856 | $2.13M | 0.00% | +95,375+2,739.9% | Added |
| Geode Capital Management, LLC | 93,838 | $2.02M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 92,635 | $2.00M | 0.03% | +66,864+259.5% | Added |
| Balyasny Asset Management LLC | 91,982 | $1.98M | 0.01% | −554,163−85.8% | Reduced |
| FMR LLC | 85,657 | $1.85M | 0.00% | +2,844+3.4% | Added |
| Guardian Capital Advisors LP | 105,990 | $1.83M | 0.20% | +2,735+2.6% | Added |
| Quilter Plc | 1,694 | $1.79M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 78,233 | $1.69M | 0.00% | +5,770+8.0% | Added |
| Franklin Resources Inc | 77,495 | $1.67M | 0.00% | −14,351−15.6% | Reduced |
| Koss-Olinger Consulting, LLC | 77,086 | $1.66M | 0.24% | −19,220−20.0% | Reduced |
| Two Sigma Investments, LP | 70,800 | $1.53M | 0.00% | −6,700−8.6% | Reduced |
| Two Sigma Advisers, LP | 54,200 | $1.17M | 0.00% | −31,500−36.8% | Reduced |
| Mork Capital Management, LLC | 51,580 | $1.11M | 0.87% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 48,100 | $1.04M | 0.07% | +48,100 | New |
| Crossmark Global Holdings, Inc. | 48,682 | $1.02M | 0.02% | +2,012+4.3% | Added |
| Cacti Asset Management LLC | 43,500 | $939.2K | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 42,525 | $916.0K | 0.00% | −2,980−6.5% | Reduced |
| Quantinno Capital Management LP | 40,141 | $865.0K | 0.04% | +15,604+63.6% | Added |
| Settian Capital LP | 40,000 | $861.6K | 0.73% | 00.0% | Unchanged |
| Mariner, LLC | 38,668 | $832.9K | 0.00% | −4,104−9.6% | Reduced |
| GWM Advisors LLC | 34,944 | $752.7K | 0.01% | −2,960−7.8% | Reduced |
| Lighthouse Investment Partners, LLC | 32,321 | $696.2K | 0.04% | +32,321 | New |
| QRG Capital Management, Inc. | 31,393 | $676.2K | 0.01% | +31,393 | New |
| Uncommon Cents Investing LLC | 30,020 | $646.6K | 0.24% | +5,750+23.7% | Added |
| UBS Group AG | 29,595 | $637.5K | 0.00% | −7,689−20.6% | Reduced |
| Ethic Inc. | 28,741 | $619.1K | 0.02% | +4,420+18.2% | Added |
| Wells Fargo & Company | 28,704 | $618.3K | 0.00% | −1,330−4.4% | Reduced |
| CWM Advisors, LLC | 27,840 | $599.7K | 0.08% | +27,840 | New |
| Raymond James & Associates | 27,835 | $599.6K | 0.00% | −2,384−7.9% | Reduced |
| Creative Planning | 27,306 | $588.2K | 0.00% | −2,733−9.1% | Reduced |
| Cerity Partners LLC | 25,241 | $543.7K | 0.00% | −2,184−8.0% | Reduced |
| Ritholtz Wealth Management | 25,178 | $542.3K | 0.02% | +25,178 | New |
| CI Private Wealth, LLC | 24,995 | $538.4K | 0.00% | −2,956−10.6% | Reduced |
| Veriti Management LLC | 23,888 | $514.5K | 0.06% | +1,482+6.6% | Added |
| Bank of New York Mellon Corp | 23,371 | $503.4K | 0.00% | −873−3.6% | Reduced |
| Searle & Co. | 23,288 | $501.6K | 0.17% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,367 | $478.0K | 0.00% | −255−1.1% | Reduced |
| US Bancorp | 22,090 | $475.8K | 0.00% | −3,801−14.7% | Reduced |
| Everett Harris & Co | 21,798 | $469.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 20,236 | $427.0K | 0.00% | +845+4.4% | Added |
| First Light Asset Management, LLC | 19,490 | $419.8K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 18,652 | $401.8K | 0.01% | +1,732+10.2% | Added |
| Arrowstreet Capital, Limited Partnership | 18,451 | $397.0K | 0.00% | +18,451 | New |
| American Century Companies Inc | 18,373 | $395.8K | 0.00% | −2,845−13.4% | Reduced |
| Wulff, Hansen & Co. | 18,255 | $393.2K | 0.46% | +2,688+17.3% | Added |
| Syon Capital LLC | 17,831 | $384.1K | 0.05% | +17,831 | New |
| CIBC Private Wealth Group, LLC | 17,729 | $381.9K | 0.00% | −1,015−5.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,422 | $353.7K | 0.00% | +16,422 | New |
| Lodestar Private Asset Management LLC | 16,382 | $352.9K | 0.06% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 16,102 | $346.8K | 0.00% | −1,416−8.1% | Reduced |
| Meyer Handelman Co | 16,000 | $344.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15,813 | $341.0K | 0.06% | −612−3.7% | Reduced |
| Simplex Trading, LLC | 15,786 | $340.0K | 0.01% | +10,547+201.3% | Added |
| Glenmede Trust Co NA | 15,442 | $332.6K | 0.00% | +443+3.0% | Added |
| Eagle Asset Management Inc | 15,412 | $332.0K | 0.00% | +15,412 | New |
| Dimensional Fund Advisors LP | 14,997 | $323.0K | 0.00% | −9,147−37.9% | Reduced |
| Wetherby Asset Management Inc | 14,992 | $322.9K | 0.02% | −418−2.7% | Reduced |
| Rhumbline Advisers | 14,976 | $322.6K | 0.00% | +335+2.3% | Added |
| Commonwealth Equity Services, LLC | 14,241 | $307.0K | 0.00% | −1,839−11.4% | Reduced |
| Renaissance Technologies LLC | 14,200 | $306.0K | 0.00% | +14,200 | New |
| Capital Fund Management S.A. | 13,936 | $300.2K | 0.00% | +13,936 | New |
| Millennium Management LLC | 13,876 | $298.9K | 0.00% | −101,676−88.0% | Reduced |
| The PNC Financial Services Group, Inc. | 13,863 | $298.6K | 0.00% | +258+1.9% | Added |
| McKinley Capital Management LLC /Delaware | 13,789 | $297.0K | 0.04% | +13,789 | New |
| Toroso Investments, LLC | 12,819 | $276.1K | 0.01% | +2,114+19.7% | Added |
| Riverwater Partners LLC | 12,800 | $275.7K | 0.25% | −780−5.7% | Reduced |
| Advisors Asset Management, Inc. | 11,753 | $253.2K | 0.01% | −96−0.8% | Reduced |
| Clearbridge Investments, LLC | 11,106 | $239.2K | 0.00% | +1,981+21.7% | Added |
| Advisor Partners II, LLC | 10,836 | $233.4K | 0.01% | +1,518+16.3% | Added |
| Charles Schwab Investment Management Inc | 10,574 | $227.8K | 0.00% | +1,320+14.3% | Added |
| One Capital Management, LLC | 10,482 | $225.8K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 10,145 | $220.0K | 0.00% | +612+6.4% | Added |
| SG Americas Securities, LLC | 10,150 | $219.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,809 | $211.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,650 | $208.0K | 0.00% | +9,650 | New |
| Susquehanna International Group, LLP | 9,590 | $206.6K | 0.00% | −17,316−64.4% | Reduced |
| Signaturefd, LLC | 8,601 | $185.3K | 0.00% | +584+7.3% | Added |
| Advisor Group Holdings, Inc. | 8,118 | $174.8K | 0.00% | +3,546+77.6% | Added |
| JPMorgan Chase & Co | 7,001 | $150.8K | 0.00% | −1,836−20.8% | Reduced |
| BNP Paribas Arbitrage, SA | 5,150 | $110.9K | 0.00% | +126+2.5% | Added |
| Quadrant Capital Group LLC | 4,111 | $88.6K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,403 | $73.3K | 0.00% | +206+6.4% | Added |
| Parallel Advisors, LLC | 2,559 | $55.1K | 0.00% | −138−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,476 | $53.3K | 0.00% | −425−14.7% | Reduced |
| Annapolis Financial Services, LLC | 2,328 | $50.1K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,300 | $49.5K | 0.01% | +1,700+283.3% | Added |
| Ronald Blue Trust, Inc. | 1,918 | $46.0K | 0.00% | +99+5.4% | Added |
| Proequities, Inc. | 1,775 | $38.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,140 | $36.7K | 0.00% | 00.0% | Unchanged |