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, Q1 2024
Institutional positions in Fresenius Medical Care AG as of Mar 31, 2024. 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
- 172
- +12 vs. Q4 2023
- Shares held
- 33.2M
- +91.8K (+0.3%) vs. Q4 2023
- Total value
- $640.8M
- −$49.1M (−7.1%) vs. Q4 2023
- New holders
- 32
- 58 more added
- Sold out
- 20
- 42 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 16,271,972 | $313.7M | 1.08% | +4,4800.0% | Added |
| Fiduciary Management Inc | 5,408,264 | $104.3M | 0.93% | −265,149−4.7% | Reduced |
| Dodge & Cox | 4,223,110 | $81.4M | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 995,706 | $19.2M | 0.00% | +44,207+4.6% | Added |
| Goldman Sachs Group Inc | 643,294 | $12.4M | 0.00% | +24,825+4.0% | Added |
| Pacer Advisors, Inc. | 566,286 | $10.9M | 0.03% | +77,885+15.9% | Added |
| BlackRock Inc. | 445,629 | $8.59M | 0.00% | −2,204−0.5% | Reduced |
| Envestnet Asset Management Inc | 341,866 | $6.59M | 0.00% | +68,663+25.1% | Added |
| Northern Trust Corp | 254,216 | $4.90M | 0.00% | −6,364−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 221,963 | $4.28M | 0.00% | +121,077+120.0% | Added |
| GTS Securities LLC | 206,224 | $3.98M | 0.11% | +206,224 | New |
| Citadel Advisors LLC | 172,241 | $3.32M | 0.00% | −62,216−26.5% | Reduced |
| Moran Wealth Management, LLC | 154,323 | $2.98M | 0.10% | −1,574−1.0% | Reduced |
| Millennium Management LLC | 149,561 | $2.88M | 0.00% | +149,561 | New |
| Two Sigma Investments, LP | 141,707 | $2.73M | 0.01% | +79,207+126.7% | Added |
| Partnership Wealth Management, LLC | 117,598 | $2.27M | 1.59% | −3,645−3.0% | Reduced |
| VisionPoint Advisory Group, LLC | 115,288 | $2.22M | 0.80% | +76,287+195.6% | Added |
| O'Shaughnessy Asset Management, LLC | 103,905 | $2.00M | 0.02% | +293+0.3% | Added |
| Geode Capital Management, LLC | 93,838 | $1.81M | 0.00% | 00.0% | Unchanged |
| Settian Capital LP | 90,000 | $1.74M | 1.29% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 87,806 | $1.69M | 0.02% | +86,564+6,969.7% | Added |
| HRT Financial LP | 87,565 | $1.69M | 0.01% | +87,565 | New |
| Quantinno Capital Management LP | 82,471 | $1.59M | 0.03% | +37,145+82.0% | Added |
| Nuveen Asset Management, LLC | 78,359 | $1.52M | 0.00% | +4,051+5.5% | Added |
| FMR LLC | 76,551 | $1.48M | 0.00% | +1,988+2.7% | Added |
| D. E. Shaw & Co., Inc. | 76,176 | $1.47M | 0.00% | +60,831+396.4% | Added |
| Franklin Resources Inc | 74,067 | $1.43M | 0.00% | −340.0% | Reduced |
| Bank of America Corp | 72,873 | $1.40M | 0.00% | +13,190+22.1% | Added |
| Triasima Portfolio Management inc. | 67,070 | $1.29M | 0.11% | +67,070 | New |
| Jane Street Group, LLC | 66,836 | $1.29M | 0.00% | +51,586+338.3% | Added |
| Shay Capital LLC | 60,000 | $1.16M | 0.34% | +60,000 | New |
| JPMorgan Chase & Co | 59,962 | $1.16M | 0.00% | +54,320+962.8% | Added |
| Two Sigma Advisers, LP | 58,300 | $1.12M | 0.00% | +3,300+6.0% | Added |
| QRG Capital Management, Inc. | 54,363 | $1.05M | 0.01% | +8,870+19.5% | Added |
| Veracity Capital LLC | 53,023 | $1.02M | 0.40% | +33,543+172.2% | Added |
| CI Private Wealth, LLC | 51,962 | $1.00M | 0.00% | −14,172−21.4% | Reduced |
| Highland Capital Management, LLC | 48,150 | $928.3K | 0.05% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 47,190 | $909.8K | 0.69% | −4,390−8.5% | Reduced |
| Voloridge Investment Management, LLC | 46,602 | $898.5K | 0.00% | +46,602 | New |
| Davenport & Co LLC | 45,705 | $881.2K | 0.01% | +45,705 | New |
| Crossmark Global Holdings, Inc. | 42,035 | $810.0K | 0.02% | −488−1.1% | Reduced |
| Ethic Inc. | 39,430 | $760.2K | 0.02% | +3,468+9.6% | Added |
| Royal Bank of Canada | 38,873 | $750.0K | 0.00% | −1,879−4.6% | Reduced |
| Uncommon Cents Investing LLC | 38,810 | $748.3K | 0.23% | +2,890+8.0% | Added |
| Cacti Asset Management LLC | 34,000 | $722.5K | 0.06% | −9,500−21.8% | Reduced |
| UBS Group AG | 37,185 | $716.9K | 0.00% | +5,913+18.9% | Added |
| Ritholtz Wealth Management | 36,006 | $694.2K | 0.02% | +5,769+19.1% | Added |
| Cerity Partners LLC | 33,978 | $655.1K | 0.00% | +7,192+26.8% | Added |
| Creative Planning | 33,767 | $651.0K | 0.00% | +3,919+13.1% | Added |
| Pathstone Holdings, LLC | 30,776 | $593.4K | 0.00% | +16,340+113.2% | Added |
| Legacy Wealth Asset Management, LLC | 30,309 | $584.4K | 0.16% | +30,309 | New |
| Trexquant Investment LP | 30,021 | $578.8K | 0.01% | +30,021 | New |
| Mariner, LLC | 29,542 | $569.6K | 0.00% | +2,028+7.4% | Added |
| Wells Fargo & Company | 29,466 | $568.1K | 0.00% | −1,079−3.5% | Reduced |
| Mirabella Financial Services LLP | 26,260 | $506.3K | 0.04% | +26,260 | New |
| Morningstar Investment Services LLC | 25,275 | $489.0K | 0.01% | +4,546+21.9% | Added |
| JustInvest LLC | 24,340 | $469.3K | 0.01% | +5,195+27.1% | Added |
| Searle & Co. | 23,288 | $449.0K | 0.11% | 00.0% | Unchanged |
| Veriti Management LLC | 22,264 | $429.3K | 0.03% | −1,294−5.5% | Reduced |
| National Bank of Canada | 19,545 | $424.2K | 0.00% | +2,106+12.1% | Added |
| Qube Research & Technologies Ltd | 21,676 | $417.9K | 0.00% | +1,082+5.3% | Added |
| Everett Harris & Co | 20,657 | $398.3K | 0.01% | −933−4.3% | Reduced |
| American Century Companies Inc | 18,601 | $358.6K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 18,513 | $356.9K | 0.00% | −10,447−36.1% | Reduced |
| US Bancorp | 18,262 | $352.1K | 0.00% | −1,770−8.8% | Reduced |
| HighTower Advisors, LLC | 18,063 | $351.0K | 0.00% | −1,454−7.4% | Reduced |
| Wulff, Hansen & Co. | 17,990 | $346.8K | 0.35% | −265−1.5% | Reduced |
| Bank of New York Mellon Corp | 17,392 | $335.3K | 0.00% | +2,840+19.5% | Added |
| Rhumbline Advisers | 16,939 | $326.6K | 0.00% | +1,763+11.6% | Added |
| Toroso Investments, LLC | 16,509 | $319.6K | 0.01% | +237+1.5% | Added |
| SageView Advisory Group, LLC | 6,568 | $308.8K | 0.02% | +6,568 | New |
| Meyer Handelman Co | 16,000 | $308.5K | 0.01% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 15,332 | $295.6K | 0.04% | −450−2.9% | Reduced |
| SG Americas Securities, LLC | 15,228 | $294.0K | 0.00% | +5,078+50.0% | Added |
| Valley National Advisers Inc | 14,941 | $288.0K | 0.04% | −386−2.5% | Reduced |
| Syon Capital LLC | 14,621 | $281.9K | 0.03% | −909−5.9% | Reduced |
| Engineers Gate Manager LP | 14,621 | $281.9K | 0.01% | +14,621 | New |
| Marshall Wace, LLP | 14,156 | $272.9K | 0.00% | +14,156 | New |
| Mercer Global Advisors Inc | 13,957 | $269.0K | 0.00% | −215−1.5% | Reduced |
| MML Investors Services, LLC | 13,973 | $269.0K | 0.00% | +2,916+26.4% | Added |
| Cresset Asset Management, LLC | 13,936 | $268.7K | 0.00% | +13,936 | New |
| Dynamic Technology Lab Private Ltd | 13,644 | $263.0K | 0.03% | +13,644 | New |
| Commonwealth Equity Services, LLC | 13,068 | $252.0K | 0.00% | +102+0.8% | Added |
| XTX Topco Ltd | 12,785 | $246.5K | 0.03% | +1,843+16.8% | Added |
| Riverwater Partners LLC | 12,645 | $243.8K | 0.18% | −155−1.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,055 | $232.4K | 0.02% | +12,055 | New |
| Charles Schwab Investment Management Inc | 11,757 | $226.7K | 0.00% | +11,757 | New |
| The PNC Financial Services Group, Inc. | 11,621 | $224.1K | 0.00% | +78+0.7% | Added |
| Clearbridge Investments, LLC | 11,106 | $214.1K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 10,963 | $211.4K | 0.00% | −233−2.1% | Reduced |
| Centiva Capital, LP | 10,861 | $209.4K | 0.01% | +10,861 | New |
| One Capital Management, LLC | 10,482 | $202.1K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,182 | $196.3K | 0.01% | −440−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,409 | $162.1K | 0.00% | +6,095+263.4% | Added |
| Signaturefd, LLC | 8,041 | $155.0K | 0.00% | +398+5.2% | Added |
| Castleview Partners, LLC | 7,358 | $141.9K | 0.08% | +5,877+396.8% | Added |
| Quantbot Technologies LP | 6,724 | $129.6K | 0.01% | +4,899+268.4% | Added |
| ORG Partners LLC | 5,768 | $110.1K | 0.21% | +5,768 | New |
| CIBC Private Wealth Group, LLC | 4,876 | $93.1K | 0.00% | −7,260−59.8% | Reduced |
| GAMMA Investing LLC | 4,230 | $81.6K | 0.02% | +758+21.8% | Added |