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
- $711.5M
- −$104.2M (−12.8%) 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 | $950.0M |
| 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, 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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 7 | $151 | 0.00% | +7 | New |
| First Manhattan Co | 10 | $215 | 0.00% | −10−50.0% | Reduced |
| True Wealth Design, LLC | 12 | $259 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $324 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $366 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $452 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $561 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $732 | 0.00% | +34 | New |
| Gradient Investments LLC | 39 | $840 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $1.05K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 68 | $1.47K | 0.00% | −97,808−99.9% | Reduced |
| Cape Investment Advisory, Inc. | 89 | $1.92K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 124 | $2.67K | 0.00% | −90−42.1% | Reduced |
| First Horizon Advisors, Inc. | 131 | $2.83K | 0.00% | +44+50.6% | Added |
| Farther Finance Advisors, LLC | 170 | $3.66K | 0.00% | +166+4,150.0% | Added |
| JFS Wealth Advisors, LLC | 203 | $4.37K | 0.00% | −5−2.4% | Reduced |
| Cambridge Trust Co | 209 | $4.50K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 246 | $5.10K | 0.00% | +156+173.3% | Added |
| Cary Street Partner Investment Advisory LLC | 238 | $5.13K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 241 | $5.19K | 0.00% | +13+5.7% | Added |
| JNBA Financial Advisors | 301 | $6.49K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 354 | $7.63K | 0.00% | +354 | New |
| Fifth Third Bancorp | 395 | $8.51K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 422 | $9.09K | 0.00% | +422 | New |
| EverSource Wealth Advisors, LLC | 447 | $9.63K | 0.00% | +71+18.9% | Added |
| Centerpoint Advisors, LLC | 472 | $10.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 478 | $10.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 515 | $11.1K | 0.00% | +515 | New |
| America First Investment Advisors, LLC | 538 | $11.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 560 | $12.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 671 | $14.0K | 0.00% | +671 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $16.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 742 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 783 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 849 | $18.3K | 0.00% | +849 | New |
| Optiver Holding B.V. | 901 | $19.4K | 0.00% | +901 | New |
| Tompkins Financial Corp | 1,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 1,011 | $21.8K | 0.00% | +1,011 | New |
| Lindbrook Capital, LLC | 1,158 | $24.9K | 0.00% | +4+0.3% | Added |
| Citigroup Inc | 1,203 | $25.9K | 0.00% | +14+1.2% | Added |
| CWM, LLC | 1,382 | $30.0K | 0.00% | −225−14.0% | Reduced |
| Assetmark, Inc | 1,548 | $33.3K | 0.00% | −421−21.4% | Reduced |
| Sandy Spring Bank | 1,660 | $35.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,140 | $36.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,775 | $38.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,918 | $46.0K | 0.00% | +99+5.4% | Added |
| Paradigm Asset Management Co LLC | 2,300 | $49.5K | 0.01% | +1,700+283.3% | Added |
| Annapolis Financial Services, LLC | 2,328 | $50.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,476 | $53.3K | 0.00% | −425−14.7% | Reduced |
| Parallel Advisors, LLC | 2,559 | $55.1K | 0.00% | −138−5.1% | Reduced |
| Pacer Advisors, Inc. | 3,403 | $73.3K | 0.00% | +206+6.4% | Added |
| Quadrant Capital Group LLC | 4,111 | $88.6K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,150 | $110.9K | 0.00% | +126+2.5% | Added |
| JPMorgan Chase & Co | 7,001 | $150.8K | 0.00% | −1,836−20.8% | Reduced |
| Advisor Group Holdings, Inc. | 8,118 | $174.8K | 0.00% | +3,546+77.6% | Added |
| Signaturefd, LLC | 8,601 | $185.3K | 0.00% | +584+7.3% | Added |
| Susquehanna International Group, LLP | 9,590 | $206.6K | 0.00% | −17,316−64.4% | Reduced |
| Mercer Global Advisors Inc | 9,650 | $208.0K | 0.00% | +9,650 | New |
| Yousif Capital Management, LLC | 9,809 | $211.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,150 | $219.0K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 10,145 | $220.0K | 0.00% | +612+6.4% | Added |
| One Capital Management, LLC | 10,482 | $225.8K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 10,574 | $227.8K | 0.00% | +1,320+14.3% | Added |
| Advisor Partners II, LLC | 10,836 | $233.4K | 0.01% | +1,518+16.3% | Added |
| Clearbridge Investments, LLC | 11,106 | $239.2K | 0.00% | +1,981+21.7% | Added |
| Advisors Asset Management, Inc. | 11,753 | $253.2K | 0.01% | −96−0.8% | Reduced |
| Riverwater Partners LLC | 12,800 | $275.7K | 0.25% | −780−5.7% | Reduced |
| Toroso Investments, LLC | 12,819 | $276.1K | 0.01% | +2,114+19.7% | Added |
| McKinley Capital Management LLC /Delaware | 13,789 | $297.0K | 0.04% | +13,789 | New |
| The PNC Financial Services Group, Inc. | 13,863 | $298.6K | 0.00% | +258+1.9% | Added |
| Millennium Management LLC | 13,876 | $298.9K | 0.00% | −101,676−88.0% | Reduced |
| Capital Fund Management S.A. | 13,936 | $300.2K | 0.00% | +13,936 | New |
| Renaissance Technologies LLC | 14,200 | $306.0K | 0.00% | +14,200 | New |
| Commonwealth Equity Services, LLC | 14,241 | $307.0K | 0.00% | −1,839−11.4% | Reduced |
| Rhumbline Advisers | 14,976 | $322.6K | 0.00% | +335+2.3% | Added |
| Wetherby Asset Management Inc | 14,992 | $322.9K | 0.02% | −418−2.7% | Reduced |
| Dimensional Fund Advisors LP | 14,997 | $323.0K | 0.00% | −9,147−37.9% | Reduced |
| Eagle Asset Management Inc | 15,412 | $332.0K | 0.00% | +15,412 | New |
| Glenmede Trust Co NA | 15,442 | $332.6K | 0.00% | +443+3.0% | Added |
| Simplex Trading, LLC | 15,786 | $340.0K | 0.01% | +10,547+201.3% | Added |
| Valley National Advisers Inc | 15,813 | $341.0K | 0.06% | −612−3.7% | Reduced |
| Meyer Handelman Co | 16,000 | $344.6K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 16,102 | $346.8K | 0.00% | −1,416−8.1% | Reduced |
| Lodestar Private Asset Management LLC | 16,382 | $352.9K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 16,422 | $353.7K | 0.00% | +16,422 | New |
| CIBC Private Wealth Group, LLC | 17,729 | $381.9K | 0.00% | −1,015−5.4% | Reduced |
| Syon Capital LLC | 17,831 | $384.1K | 0.05% | +17,831 | New |
| Wulff, Hansen & Co. | 18,255 | $393.2K | 0.46% | +2,688+17.3% | Added |
| American Century Companies Inc | 18,373 | $395.8K | 0.00% | −2,845−13.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 18,451 | $397.0K | 0.00% | +18,451 | New |
| JustInvest LLC | 18,652 | $401.8K | 0.01% | +1,732+10.2% | Added |
| First Light Asset Management, LLC | 19,490 | $419.8K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 20,236 | $427.0K | 0.00% | +845+4.4% | Added |
| Everett Harris & Co | 21,798 | $469.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 22,090 | $475.8K | 0.00% | −3,801−14.7% | Reduced |