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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,548 | $33.3K | 0.00% | −421−21.4% | Reduced |
| CWM, LLC | 1,382 | $30.0K | 0.00% | −225−14.0% | Reduced |
| Citigroup Inc | 1,203 | $25.9K | 0.00% | +14+1.2% | Added |
| Lindbrook Capital, LLC | 1,158 | $24.9K | 0.00% | +4+0.3% | Added |
| Nuveen Asset Management, LLC | 1,011 | $21.8K | 0.00% | +1,011 | New |
| Tompkins Financial Corp | 1,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 901 | $19.4K | 0.00% | +901 | New |
| Hartford Financial Management Inc. | 849 | $18.3K | 0.00% | +849 | New |
| Glassman Wealth Services | 783 | $16.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 742 | $16.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 671 | $14.0K | 0.00% | +671 | New |
| Umb Bank N A | 560 | $12.1K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 538 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 515 | $11.1K | 0.00% | +515 | New |
| MB, Levis & Associates, LLC | 478 | $10.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 472 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 447 | $9.63K | 0.00% | +71+18.9% | Added |
| IFP Advisors, Inc | 422 | $9.09K | 0.00% | +422 | New |
| Venturi Wealth Management, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 395 | $8.51K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 354 | $7.63K | 0.00% | +354 | New |
| JNBA Financial Advisors | 301 | $6.49K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 241 | $5.19K | 0.00% | +13+5.7% | Added |
| Cary Street Partner Investment Advisory LLC | 238 | $5.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 246 | $5.10K | 0.00% | +156+173.3% | Added |
| Cambridge Trust Co | 209 | $4.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 203 | $4.37K | 0.00% | −5−2.4% | Reduced |
| Farther Finance Advisors, LLC | 170 | $3.66K | 0.00% | +166+4,150.0% | Added |
| First Horizon Advisors, Inc. | 131 | $2.83K | 0.00% | +44+50.6% | Added |
| Hexagon Capital Partners LLC | 124 | $2.67K | 0.00% | −90−42.1% | Reduced |
| Atwood & Palmer Inc | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 89 | $1.92K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 68 | $1.47K | 0.00% | −97,808−99.9% | Reduced |
| TD Private Client Wealth LLC | 49 | $1.05K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 39 | $840 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $732 | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 26 | $561 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $452 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $366 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $324 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $259 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 10 | $215 | 0.00% | −10−50.0% | Reduced |
| Bourgeon Capital Management LLC | 7 | $151 | 0.00% | +7 | New |
| Quilter Plc | 1,694 | – | – | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −339,637−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −55,586−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −50,643−100.0% | Sold out |
| Hardman Johnston Global Advisors LLC | 0 | $0 | 0.00% | −39,037−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −35,098−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −30,424−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −29,284−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −27,132−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,643−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,707−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Timber Creek Capital Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |