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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 16,000 | $333.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 16,139 | $336.0K | 0.01% | +353+2.2% | Added |
| Toroso Investments, LLC | 16,272 | $338.9K | 0.01% | +3,453+26.9% | Added |
| National Bank of Canada | 17,439 | $370.1K | 0.00% | −2,797−13.8% | Reduced |
| Wulff, Hansen & Co. | 18,255 | $380.3K | 0.42% | 00.0% | Unchanged |
| American Century Companies Inc | 18,601 | $387.5K | 0.00% | +228+1.2% | Added |
| JustInvest LLC | 19,145 | $398.8K | 0.01% | +493+2.6% | Added |
| HighTower Advisors, LLC | 19,517 | $402.0K | 0.00% | −2,850−12.7% | Reduced |
| Veracity Capital LLC | 19,480 | $405.8K | 0.16% | +19,480 | New |
| First Light Asset Management, LLC | 19,490 | $406.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 20,032 | $417.3K | 0.00% | −2,058−9.3% | Reduced |
| Qube Research & Technologies Ltd | 20,594 | $429.0K | 0.00% | +20,594 | New |
| Morningstar Investment Services LLC | 20,729 | $434.0K | 0.00% | +10,584+104.3% | Added |
| Everett Harris & Co | 21,590 | $449.7K | 0.01% | −208−1.0% | Reduced |
| Searle & Co. | 23,288 | $485.1K | 0.13% | 00.0% | Unchanged |
| Veriti Management LLC | 23,558 | $490.7K | 0.04% | −330−1.4% | Reduced |
| Koss-Olinger Consulting, LLC | 25,955 | $541.0K | 0.05% | −51,131−66.3% | Reduced |
| Cerity Partners LLC | 26,786 | $558.0K | 0.00% | +1,545+6.1% | Added |
| Mariner, LLC | 27,514 | $573.1K | 0.00% | −11,154−28.8% | Reduced |
| Raymond James & Associates | 28,960 | $603.2K | 0.00% | +1,125+4.0% | Added |
| Creative Planning | 29,848 | $621.7K | 0.00% | +2,542+9.3% | Added |
| Ritholtz Wealth Management | 30,237 | $629.8K | 0.02% | +5,059+20.1% | Added |
| Wells Fargo & Company | 30,545 | $636.3K | 0.00% | +1,841+6.4% | Added |
| UBS Group AG | 31,272 | $651.4K | 0.00% | +1,677+5.7% | Added |
| Uncommon Cents Investing LLC | 35,920 | $748.2K | 0.25% | +5,900+19.7% | Added |
| Ethic Inc. | 35,962 | $749.1K | 0.02% | +7,221+25.1% | Added |
| VisionPoint Advisory Group, LLC | 39,001 | $812.4K | 0.30% | +39,001 | New |
| Royal Bank of Canada | 40,752 | $848.0K | 0.00% | −1,773−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 42,523 | $885.0K | 0.02% | −6,159−12.7% | Reduced |
| Cacti Asset Management LLC | 43,500 | $915.2K | 0.08% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 45,326 | $944.0K | 0.03% | +5,185+12.9% | Added |
| QRG Capital Management, Inc. | 45,493 | $947.6K | 0.01% | +14,100+44.9% | Added |
| Highland Capital Management, LLC | 48,150 | $1.00M | 0.06% | +50+0.1% | Added |
| Susquehanna International Group, LLP | 50,571 | $1.05M | 0.00% | +40,981+427.3% | Added |
| Mork Capital Management, LLC | 51,580 | $1.07M | 0.66% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 55,000 | $1.15M | 0.00% | +800+1.5% | Added |
| Bank of America Corp | 59,683 | $1.24M | 0.00% | −18,550−23.7% | Reduced |
| Two Sigma Investments, LP | 62,500 | $1.30M | 0.00% | −8,300−11.7% | Reduced |
| CI Private Wealth, LLC | 66,134 | $1.38M | 0.00% | +41,139+164.6% | Added |
| Franklin Resources Inc | 74,101 | $1.54M | 0.00% | −3,394−4.4% | Reduced |
| Nuveen Asset Management, LLC | 74,308 | $1.55M | 0.00% | +73,297+7,250.0% | Added |
| FMR LLC | 74,563 | $1.55M | 0.00% | −11,094−13.0% | Reduced |
| Settian Capital LP | 90,000 | $1.87M | 1.50% | +50,000+125.0% | Added |
| Geode Capital Management, LLC | 93,838 | $1.95M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 100,886 | $2.10M | 0.00% | +82,435+446.8% | Added |
| O'Shaughnessy Asset Management, LLC | 103,612 | $2.16M | 0.03% | +10,977+11.8% | Added |
| Partnership Wealth Management, LLC | 121,243 | $2.34M | 1.76% | +121,243 | New |
| Guardian Capital Advisors LP | 123,715 | $2.56M | 0.27% | +17,725+16.7% | Added |
| Moran Wealth Management, LLC | 155,897 | $3.25M | 0.12% | +155,897 | New |
| Citadel Advisors LLC | 234,457 | $4.88M | 0.00% | +135,601+137.2% | Added |
| Northern Trust Corp | 260,580 | $5.43M | 0.00% | +1,647+0.6% | Added |
| Envestnet Asset Management Inc | 273,203 | $5.69M | 0.00% | +14,170+5.5% | Added |
| BlackRock Inc. | 447,833 | $9.33M | 0.00% | −69,787−13.5% | Reduced |
| Pacer Advisors, Inc. | 488,401 | $10.2M | 0.03% | +484,998+14,252.1% | Added |
| Goldman Sachs Group Inc | 618,469 | $12.9M | 0.00% | −270,293−30.4% | Reduced |
| Morgan Stanley | 951,499 | $19.8M | 0.00% | −89,948−8.6% | Reduced |
| Invesco Ltd. | 978,863 | $20.4M | 0.00% | +177,727+22.2% | Added |
| Dodge & Cox | 4,223,110 | $88.0M | 0.06% | 00.0% | Unchanged |
| Fiduciary Management Inc | 5,673,413 | $118.2M | 1.11% | −417,637−6.9% | Reduced |
| Pzena Investment Management LLC | 16,267,492 | $338.9M | 1.27% | −21,442−0.1% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −150,016−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −91,982−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −34,944−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −32,321−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −27,840−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,936−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,876−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −13,789−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −10,574−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |