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, Q4 2023
Institutional positions in Fresenius Medical Care AG as of Dec 31, 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
- 160
- +13 vs. Q3 2023
- Shares held
- 33.1M
- +82.4K (+0.2%) vs. Q3 2023
- Total value
- $689.9M
- −$21.4M (−3.0%) vs. Q3 2023
- New holders
- 28
- 43 more added
- Sold out
- 15
- 49 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 16,267,492 | $338.9M | 1.27% | −21,442−0.1% | Reduced |
| Fiduciary Management Inc | 5,673,413 | $118.2M | 1.11% | −417,637−6.9% | Reduced |
| Dodge & Cox | 4,223,110 | $88.0M | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 978,863 | $20.4M | 0.00% | +177,727+22.2% | Added |
| Morgan Stanley | 951,499 | $19.8M | 0.00% | −89,948−8.6% | Reduced |
| Goldman Sachs Group Inc | 618,469 | $12.9M | 0.00% | −270,293−30.4% | Reduced |
| Pacer Advisors, Inc. | 488,401 | $10.2M | 0.03% | +484,998+14,252.1% | Added |
| BlackRock Inc. | 447,833 | $9.33M | 0.00% | −69,787−13.5% | Reduced |
| Envestnet Asset Management Inc | 273,203 | $5.69M | 0.00% | +14,170+5.5% | Added |
| Northern Trust Corp | 260,580 | $5.43M | 0.00% | +1,647+0.6% | Added |
| Citadel Advisors LLC | 234,457 | $4.88M | 0.00% | +135,601+137.2% | Added |
| Moran Wealth Management, LLC | 155,897 | $3.25M | 0.12% | +155,897 | New |
| Guardian Capital Advisors LP | 123,715 | $2.56M | 0.27% | +17,725+16.7% | Added |
| Partnership Wealth Management, LLC | 121,243 | $2.34M | 1.76% | +121,243 | New |
| O'Shaughnessy Asset Management, LLC | 103,612 | $2.16M | 0.03% | +10,977+11.8% | Added |
| Arrowstreet Capital, Limited Partnership | 100,886 | $2.10M | 0.00% | +82,435+446.8% | Added |
| Geode Capital Management, LLC | 93,838 | $1.95M | 0.00% | 00.0% | Unchanged |
| Settian Capital LP | 90,000 | $1.87M | 1.50% | +50,000+125.0% | Added |
| FMR LLC | 74,563 | $1.55M | 0.00% | −11,094−13.0% | Reduced |
| Nuveen Asset Management, LLC | 74,308 | $1.55M | 0.00% | +73,297+7,250.0% | Added |
| Franklin Resources Inc | 74,101 | $1.54M | 0.00% | −3,394−4.4% | Reduced |
| CI Private Wealth, LLC | 66,134 | $1.38M | 0.00% | +41,139+164.6% | Added |
| Two Sigma Investments, LP | 62,500 | $1.30M | 0.00% | −8,300−11.7% | Reduced |
| Bank of America Corp | 59,683 | $1.24M | 0.00% | −18,550−23.7% | Reduced |
| Two Sigma Advisers, LP | 55,000 | $1.15M | 0.00% | +800+1.5% | Added |
| Mork Capital Management, LLC | 51,580 | $1.07M | 0.66% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 50,571 | $1.05M | 0.00% | +40,981+427.3% | Added |
| Highland Capital Management, LLC | 48,150 | $1.00M | 0.06% | +50+0.1% | Added |
| QRG Capital Management, Inc. | 45,493 | $947.6K | 0.01% | +14,100+44.9% | Added |
| Quantinno Capital Management LP | 45,326 | $944.0K | 0.03% | +5,185+12.9% | Added |
| Cacti Asset Management LLC | 43,500 | $915.2K | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 42,523 | $885.0K | 0.02% | −6,159−12.7% | Reduced |
| Royal Bank of Canada | 40,752 | $848.0K | 0.00% | −1,773−4.2% | Reduced |
| VisionPoint Advisory Group, LLC | 39,001 | $812.4K | 0.30% | +39,001 | New |
| Ethic Inc. | 35,962 | $749.1K | 0.02% | +7,221+25.1% | Added |
| Uncommon Cents Investing LLC | 35,920 | $748.2K | 0.25% | +5,900+19.7% | Added |
| UBS Group AG | 31,272 | $651.4K | 0.00% | +1,677+5.7% | Added |
| Wells Fargo & Company | 30,545 | $636.3K | 0.00% | +1,841+6.4% | Added |
| Ritholtz Wealth Management | 30,237 | $629.8K | 0.02% | +5,059+20.1% | Added |
| Creative Planning | 29,848 | $621.7K | 0.00% | +2,542+9.3% | Added |
| Raymond James & Associates | 28,960 | $603.2K | 0.00% | +1,125+4.0% | Added |
| Mariner, LLC | 27,514 | $573.1K | 0.00% | −11,154−28.8% | Reduced |
| Cerity Partners LLC | 26,786 | $558.0K | 0.00% | +1,545+6.1% | Added |
| Koss-Olinger Consulting, LLC | 25,955 | $541.0K | 0.05% | −51,131−66.3% | Reduced |
| Veriti Management LLC | 23,558 | $490.7K | 0.04% | −330−1.4% | Reduced |
| Searle & Co. | 23,288 | $485.1K | 0.13% | 00.0% | Unchanged |
| Everett Harris & Co | 21,590 | $449.7K | 0.01% | −208−1.0% | Reduced |
| Morningstar Investment Services LLC | 20,729 | $434.0K | 0.00% | +10,584+104.3% | Added |
| Qube Research & Technologies Ltd | 20,594 | $429.0K | 0.00% | +20,594 | New |
| US Bancorp | 20,032 | $417.3K | 0.00% | −2,058−9.3% | Reduced |
| First Light Asset Management, LLC | 19,490 | $406.0K | 0.03% | 00.0% | Unchanged |
| Veracity Capital LLC | 19,480 | $405.8K | 0.16% | +19,480 | New |
| HighTower Advisors, LLC | 19,517 | $402.0K | 0.00% | −2,850−12.7% | Reduced |
| JustInvest LLC | 19,145 | $398.8K | 0.01% | +493+2.6% | Added |
| American Century Companies Inc | 18,601 | $387.5K | 0.00% | +228+1.2% | Added |
| Wulff, Hansen & Co. | 18,255 | $380.3K | 0.42% | 00.0% | Unchanged |
| National Bank of Canada | 17,439 | $370.1K | 0.00% | −2,797−13.8% | Reduced |
| Toroso Investments, LLC | 16,272 | $338.9K | 0.01% | +3,453+26.9% | Added |
| Simplex Trading, LLC | 16,139 | $336.0K | 0.01% | +353+2.2% | Added |
| Meyer Handelman Co | 16,000 | $333.3K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 15,800 | $329.1K | 0.00% | +15,800 | New |
| Lodestar Private Asset Management LLC | 15,782 | $328.7K | 0.05% | −600−3.7% | Reduced |
| Syon Capital LLC | 15,530 | $323.5K | 0.03% | −2,301−12.9% | Reduced |
| D. E. Shaw & Co., Inc. | 15,345 | $319.6K | 0.00% | +15,345 | New |
| Valley National Advisers Inc | 15,327 | $319.0K | 0.05% | −486−3.1% | Reduced |
| Jane Street Group, LLC | 15,250 | $317.7K | 0.00% | −121,804−88.9% | Reduced |
| Rhumbline Advisers | 15,176 | $316.1K | 0.00% | +200+1.3% | Added |
| Eagle Asset Management Inc | 14,861 | $309.6K | 0.00% | −551−3.6% | Reduced |
| Bank of New York Mellon Corp | 14,552 | $303.1K | 0.00% | −8,819−37.7% | Reduced |
| Pathstone Holdings, LLC | 14,436 | $300.7K | 0.00% | +14,436 | New |
| Mercer Global Advisors Inc | 14,172 | $295.0K | 0.00% | +4,522+46.9% | Added |
| Glenmede Trust Co NA | 13,806 | $287.6K | 0.00% | −1,636−10.6% | Reduced |
| Commonwealth Equity Services, LLC | 12,966 | $270.0K | 0.00% | −1,275−9.0% | Reduced |
| Riverwater Partners LLC | 12,800 | $266.6K | 0.21% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,136 | $252.8K | 0.00% | −5,593−31.5% | Reduced |
| The PNC Financial Services Group, Inc. | 11,543 | $240.4K | 0.00% | −2,320−16.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,244 | $234.2K | 0.00% | −5,178−31.5% | Reduced |
| Dimensional Fund Advisors LP | 11,196 | $233.2K | 0.00% | −3,801−25.3% | Reduced |
| Advisors Asset Management, Inc. | 11,120 | $231.6K | 0.00% | −633−5.4% | Reduced |
| Clearbridge Investments, LLC | 11,106 | $231.3K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,057 | $230.0K | 0.00% | +11,057 | New |
| XTX Topco Ltd | 10,942 | $227.9K | 0.05% | +10,942 | New |
| Ameriprise Financial Inc | 10,908 | $227.2K | 0.00% | −5,194−32.3% | Reduced |
| Wetherby Asset Management Inc | 10,622 | $221.3K | 0.01% | −4,370−29.1% | Reduced |
| One Capital Management, LLC | 10,482 | $218.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,150 | $211.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,809 | $204.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,643 | $159.2K | 0.00% | −958−11.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,817 | $141.9K | 0.00% | −1,301−16.0% | Reduced |
| Optiver Holding B.V. | 6,211 | $129.4K | 0.00% | +5,310+589.3% | Added |
| JPMorgan Chase & Co | 5,642 | $117.5K | 0.00% | −1,359−19.4% | Reduced |
| Aquatic Capital Management LLC | 5,400 | $112.0K | 0.00% | +5,400 | New |
| Assetmark, Inc | 4,178 | $87.0K | 0.00% | +2,630+169.9% | Added |
| GAMMA Investing LLC | 3,472 | $67.0K | 0.02% | +3,472 | New |
| Quadrant Capital Group LLC | 3,167 | $66.0K | 0.01% | −944−23.0% | Reduced |
| Atlas Capital Advisors LLC | 2,617 | $54.5K | 0.01% | +2,617 | New |
| Northwestern Mutual Wealth Management Co | 2,446 | $51.0K | 0.00% | −30−1.2% | Reduced |
| Smartleaf Asset Management LLC | 2,321 | $48.6K | 0.01% | +2,321 | New |
| Annapolis Financial Services, LLC | 2,328 | $48.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,314 | $48.2K | 0.00% | +1,799+349.3% | Added |