Fresenius Medical Care AG

FMS

Exchange: NYSE
Industry: Services-Misc Health & Allied Services, NEC
SEC CIK: 0001333141

SEC filings (opens in a new tab)

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

Q4 2023 vs. Q3 2023

How the institutions holding Fresenius Medical Care AG changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of FMS: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	148	1	160	+13
Shares	33.1M	10.8K	33.1M	+82.4K (+0.2%)
Value	$711.5M	$233.4K	$689.9M	−$21.4M (−3.0%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Fresenius Medical Care AG at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to FMS in Q4 2023
Institution	Shares	Value	% of portfolio
Moran Wealth Management, LLC	155,897	$3.25M	0.12%
Partnership Wealth Management, LLC	121,243	$2.34M	1.76%
VisionPoint Advisory Group, LLC	39,001	$812.4K	0.30%
Qube Research & Technologies Ltd	20,594	$429.0K	0.00%
Veracity Capital LLC	19,480	$405.8K	0.16%
Point72 Asset Management, L.P.	15,800	$329.1K	0.00%
D. E. Shaw & Co., Inc.	15,345	$319.6K	0.00%
Pathstone Holdings, LLC	14,436	$300.7K	0.00%
MML Investors Services, LLC	11,057	$230.0K	0.00%
XTX Topco Ltd	10,942	$227.9K	0.05%
Aquatic Capital Management LLC	5,400	$112.0K	0.00%
GAMMA Investing LLC	3,472	$67.0K	0.02%
Atlas Capital Advisors LLC	2,617	$54.5K	0.01%
Smartleaf Asset Management LLC	2,321	$48.6K	0.01%
Quantbot Technologies LP	1,825	$38.0K	0.00%
Castleview Partners, LLC	1,481	$30.8K	0.02%
Bruce G. Allen Investments, LLC	1,468	$30.6K	0.03%
Cubist Systematic Strategies, LLC	1,242	$25.9K	0.00%
Sunbelt Securities, Inc.	615	$12.8K	0.00%
Principal Securities, Inc.	390	$8.12K	0.00%
WealthCollab, LLC	219	$4.56K	0.00%
Rothschild Investment LLC	210	$4.37K	0.00%
Advisory Services Network, LLC	133	$2.77K	0.00%
RFP Financial Group LLC	107	$2.23K	0.00%
Frazier Financial Advisors, LLC	55	$1.15K	0.00%
CVA Family Office, LLC	51	$1.06K	0.00%
Larson Financial Group LLC	31	$646	0.00%
Parkside Financial Bank & Trust	10	$209	0.00%

Sold out (15)

Institutions that held Fresenius Medical Care AG at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of FMS in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Marshall Wace, LLP	150,016	$3.23M
Balyasny Asset Management LLC	91,982	$1.98M
GWM Advisors LLC	34,944	$752.7K
Lighthouse Investment Partners, LLC	32,321	$696.2K
CWM Advisors, LLC	27,840	$599.7K
Renaissance Technologies LLC	14,200	$306.0K
Capital Fund Management S.A.	13,936	$300.2K
Millennium Management LLC	13,876	$298.9K
McKinley Capital Management LLC /Delaware	13,789	$297.0K
Charles Schwab Investment Management Inc	10,574	$227.8K
Cary Street Partner Investment Advisory LLC	238	$5.13K
Community Bank, N.A.	100	$2.15K
Russell Investments Group, Ltd.	68	$1.47K
WR Wealth Planners, LLC	34	$732
Quilter Plc	1,694	–

Not filed for Q4 2023 yet (1)

Institutions that held Fresenius Medical Care AG at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FMS in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Advisor Partners II, LLC	10,836	$233.4K