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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 2,300 | $47.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,140 | $44.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,079 | $43.3K | 0.00% | −480−18.8% | Reduced |
| Quantbot Technologies LP | 1,825 | $38.0K | 0.00% | +1,825 | New |
| Proequities, Inc. | 1,775 | $37.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,688 | $35.2K | 0.01% | +839+98.8% | Added |
| Sandy Spring Bank | 1,660 | $34.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,481 | $30.8K | 0.02% | +1,481 | New |
| Bruce G. Allen Investments, LLC | 1,468 | $30.6K | 0.03% | +1,468 | New |
| CWM, LLC | 1,410 | $29.0K | 0.00% | +28+2.0% | Added |
| Cubist Systematic Strategies, LLC | 1,242 | $25.9K | 0.00% | +1,242 | New |
| Citigroup Inc | 1,120 | $23.3K | 0.00% | −83−6.9% | Reduced |
| Lindbrook Capital, LLC | 1,074 | $22.4K | 0.00% | −84−7.3% | Reduced |
| Tompkins Financial Corp | 1,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 939 | $19.6K | 0.00% | +156+19.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $17.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 742 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 701 | $15.0K | 0.00% | −1,217−63.5% | Reduced |
| Sunbelt Securities, Inc. | 615 | $12.8K | 0.00% | +615 | New |
| America First Investment Advisors, LLC | 538 | $11.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 472 | $10.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 478 | $9.96K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 422 | $8.79K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 418 | $8.71K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 390 | $8.12K | 0.00% | +390 | New |
| EverSource Wealth Advisors, LLC | 357 | $7.44K | 0.00% | −90−20.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 354 | $7.37K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 357 | $7.00K | 0.00% | −314−46.8% | Reduced |
| JNBA Financial Advisors | 301 | $6.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 287 | $5.98K | 0.00% | +117+68.8% | Added |
| Global Retirement Partners, LLC | 269 | $5.28K | 0.00% | +23+9.3% | Added |
| WealthCollab, LLC | 219 | $4.56K | 0.00% | +219 | New |
| First Manhattan Co | 218 | $4.54K | 0.00% | +208+2,080.0% | Added |
| Rothschild Investment LLC | 210 | $4.37K | 0.00% | +210 | New |
| Cambridge Trust Co | 209 | $4.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 208 | $4.33K | 0.00% | −33−13.7% | Reduced |
| Fifth Third Bancorp | 204 | $4.25K | 0.00% | −191−48.4% | Reduced |
| JFS Wealth Advisors, LLC | 170 | $3.54K | 0.00% | −33−16.3% | Reduced |
| Umb Bank N A | 150 | $3.13K | 0.00% | −410−73.2% | Reduced |
| Advisory Services Network, LLC | 133 | $2.77K | 0.00% | +133 | New |
| First Horizon Advisors, Inc. | 131 | $2.73K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 124 | $2.58K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 107 | $2.23K | 0.00% | +107 | New |
| Atwood & Palmer Inc | 100 | $2.08K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 89 | $1.85K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 55 | $1.15K | 0.00% | +55 | New |
| CVA Family Office, LLC | 51 | $1.06K | 0.00% | +51 | New |
| 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 |
| GW&K Investment Management, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 39 | $812 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $646 | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 30 | $625 | 0.00% | +4+15.4% | Added |
| BNP Paribas Arbitrage, SA | 24 | $500 | 0.00% | −5,126−99.5% | Reduced |
| Investors Research Corp | 21 | $437 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $313 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $250 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 12 | $250 | 0.00% | +5+71.4% | Added |
| Parkside Financial Bank & Trust | 10 | $209 | 0.00% | +10 | New |
| 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 |