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 | $950.0M |
| 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, 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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 10 | $209 | 0.00% | +10 | New |
| True Wealth Design, LLC | 12 | $250 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 12 | $250 | 0.00% | +5+71.4% | Added |
| Abound Wealth Management | 15 | $313 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $437 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24 | $500 | 0.00% | −5,126−99.5% | Reduced |
| Bell Investment Advisors, Inc | 30 | $625 | 0.00% | +4+15.4% | Added |
| Larson Financial Group LLC | 31 | $646 | 0.00% | +31 | New |
| Gradient Investments LLC | 39 | $812 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $1.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49 | $1.02K | 0.00% | +32+188.2% | Added |
| CVA Family Office, LLC | 51 | $1.06K | 0.00% | +51 | New |
| Frazier Financial Advisors, LLC | 55 | $1.15K | 0.00% | +55 | New |
| Cape Investment Advisory, Inc. | 89 | $1.85K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.08K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 107 | $2.23K | 0.00% | +107 | New |
| Hexagon Capital Partners LLC | 124 | $2.58K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 131 | $2.73K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 133 | $2.77K | 0.00% | +133 | New |
| Umb Bank N A | 150 | $3.13K | 0.00% | −410−73.2% | Reduced |
| JFS Wealth Advisors, LLC | 170 | $3.54K | 0.00% | −33−16.3% | Reduced |
| Fifth Third Bancorp | 204 | $4.25K | 0.00% | −191−48.4% | Reduced |
| Allworth Financial LP | 208 | $4.33K | 0.00% | −33−13.7% | Reduced |
| Cambridge Trust Co | 209 | $4.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 210 | $4.37K | 0.00% | +210 | New |
| First Manhattan Co | 218 | $4.54K | 0.00% | +208+2,080.0% | Added |
| WealthCollab, LLC | 219 | $4.56K | 0.00% | +219 | New |
| Global Retirement Partners, LLC | 269 | $5.28K | 0.00% | +23+9.3% | Added |
| Farther Finance Advisors, LLC | 287 | $5.98K | 0.00% | +117+68.8% | Added |
| JNBA Financial Advisors | 301 | $6.28K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 357 | $7.00K | 0.00% | −314−46.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 354 | $7.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 357 | $7.44K | 0.00% | −90−20.1% | Reduced |
| Principal Securities, Inc. | 390 | $8.12K | 0.00% | +390 | New |
| Venturi Wealth Management, LLC | 418 | $8.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 422 | $8.79K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 478 | $9.96K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 472 | $10.0K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 538 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 615 | $12.8K | 0.00% | +615 | New |
| Ronald Blue Trust, Inc. | 701 | $15.0K | 0.00% | −1,217−63.5% | Reduced |
| Colonial Trust Advisors | 742 | $15.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $17.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 939 | $19.6K | 0.00% | +156+19.9% | Added |
| Tompkins Financial Corp | 1,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,074 | $22.4K | 0.00% | −84−7.3% | Reduced |
| Citigroup Inc | 1,120 | $23.3K | 0.00% | −83−6.9% | Reduced |
| Cubist Systematic Strategies, LLC | 1,242 | $25.9K | 0.00% | +1,242 | New |
| CWM, LLC | 1,410 | $29.0K | 0.00% | +28+2.0% | Added |
| Bruce G. Allen Investments, LLC | 1,468 | $30.6K | 0.03% | +1,468 | New |
| Castleview Partners, LLC | 1,481 | $30.8K | 0.02% | +1,481 | New |
| Sandy Spring Bank | 1,660 | $34.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,688 | $35.2K | 0.01% | +839+98.8% | Added |
| Proequities, Inc. | 1,775 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,825 | $38.0K | 0.00% | +1,825 | New |
| Parallel Advisors, LLC | 2,079 | $43.3K | 0.00% | −480−18.8% | Reduced |
| GHP Investment Advisors, Inc. | 2,140 | $44.6K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,300 | $47.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,314 | $48.2K | 0.00% | +1,799+349.3% | Added |
| Annapolis Financial Services, LLC | 2,328 | $48.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,321 | $48.6K | 0.01% | +2,321 | New |
| Northwestern Mutual Wealth Management Co | 2,446 | $51.0K | 0.00% | −30−1.2% | Reduced |
| Atlas Capital Advisors LLC | 2,617 | $54.5K | 0.01% | +2,617 | New |
| Quadrant Capital Group LLC | 3,167 | $66.0K | 0.01% | −944−23.0% | Reduced |
| GAMMA Investing LLC | 3,472 | $67.0K | 0.02% | +3,472 | New |
| Assetmark, Inc | 4,178 | $87.0K | 0.00% | +2,630+169.9% | Added |
| Aquatic Capital Management LLC | 5,400 | $112.0K | 0.00% | +5,400 | New |
| JPMorgan Chase & Co | 5,642 | $117.5K | 0.00% | −1,359−19.4% | Reduced |
| Optiver Holding B.V. | 6,211 | $129.4K | 0.00% | +5,310+589.3% | Added |
| Advisor Group Holdings, Inc. | 6,817 | $141.9K | 0.00% | −1,301−16.0% | Reduced |
| Signaturefd, LLC | 7,643 | $159.2K | 0.00% | −958−11.1% | Reduced |
| Yousif Capital Management, LLC | 9,809 | $204.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,150 | $211.0K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 10,482 | $218.3K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,622 | $221.3K | 0.01% | −4,370−29.1% | Reduced |
| Ameriprise Financial Inc | 10,908 | $227.2K | 0.00% | −5,194−32.3% | Reduced |
| XTX Topco Ltd | 10,942 | $227.9K | 0.05% | +10,942 | New |
| MML Investors Services, LLC | 11,057 | $230.0K | 0.00% | +11,057 | New |
| Clearbridge Investments, LLC | 11,106 | $231.3K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 11,120 | $231.6K | 0.00% | −633−5.4% | Reduced |
| Dimensional Fund Advisors LP | 11,196 | $233.2K | 0.00% | −3,801−25.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,244 | $234.2K | 0.00% | −5,178−31.5% | Reduced |
| The PNC Financial Services Group, Inc. | 11,543 | $240.4K | 0.00% | −2,320−16.7% | Reduced |
| CIBC Private Wealth Group, LLC | 12,136 | $252.8K | 0.00% | −5,593−31.5% | Reduced |
| Riverwater Partners LLC | 12,800 | $266.6K | 0.21% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,966 | $270.0K | 0.00% | −1,275−9.0% | Reduced |
| Glenmede Trust Co NA | 13,806 | $287.6K | 0.00% | −1,636−10.6% | Reduced |
| Mercer Global Advisors Inc | 14,172 | $295.0K | 0.00% | +4,522+46.9% | Added |
| Pathstone Holdings, LLC | 14,436 | $300.7K | 0.00% | +14,436 | New |
| Bank of New York Mellon Corp | 14,552 | $303.1K | 0.00% | −8,819−37.7% | Reduced |
| Eagle Asset Management Inc | 14,861 | $309.6K | 0.00% | −551−3.6% | Reduced |
| Rhumbline Advisers | 15,176 | $316.1K | 0.00% | +200+1.3% | Added |
| Jane Street Group, LLC | 15,250 | $317.7K | 0.00% | −121,804−88.9% | Reduced |
| Valley National Advisers Inc | 15,327 | $319.0K | 0.05% | −486−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 15,345 | $319.6K | 0.00% | +15,345 | New |
| Syon Capital LLC | 15,530 | $323.5K | 0.03% | −2,301−12.9% | Reduced |
| Lodestar Private Asset Management LLC | 15,782 | $328.7K | 0.05% | −600−3.7% | Reduced |
| Point72 Asset Management, L.P. | 15,800 | $329.1K | 0.00% | +15,800 | New |