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 |
|---|---|---|---|---|---|
| Barclays PLC | 1 | $19 | 0.00% | +1 | New |
| Broadwater Capital Management LLC | 5 | $96 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 7 | $135 | 0.00% | +7 | New |
| First Manhattan Co | 10 | $192 | 0.00% | −208−95.4% | Reduced |
| Parkside Financial Bank & Trust | 10 | $193 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12 | $231 | 0.00% | +12 | New |
| Abound Wealth Management | 15 | $290 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $405 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24 | $463 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 24 | $463 | 0.00% | +12+100.0% | Added |
| Bell Investment Advisors, Inc | 30 | $579 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $598 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $656 | 0.00% | +34 | New |
| TD Private Client Wealth LLC | 49 | $945 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49 | $945 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 87 | $1.68K | 0.00% | −44−33.6% | Reduced |
| Global Retirement Partners, LLC | 90 | $1.74K | 0.00% | −179−66.5% | Reduced |
| Atwood & Palmer Inc | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 86 | $2.00K | 0.00% | +35+68.6% | Added |
| RFP Financial Group LLC | 107 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 124 | $2.39K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 127 | $2.45K | 0.00% | −83−39.5% | Reduced |
| TFC Financial Management | 140 | $2.70K | 0.00% | +140 | New |
| Smartleaf Asset Management LLC | 146 | $2.83K | 0.00% | −2,175−93.7% | Reduced |
| Umb Bank N A | 150 | $2.89K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 160 | $3.08K | 0.00% | +105+190.9% | Added |
| JFS Wealth Advisors, LLC | 167 | $3.22K | 0.00% | −3−1.8% | Reduced |
| Mather Group, LLC. | 160 | $3.33K | 0.00% | +160 | New |
| GWM Advisors LLC | 198 | $3.82K | 0.00% | +198 | New |
| Fifth Third Bancorp | 204 | $3.93K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 209 | $4.03K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 219 | $4.22K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 251 | $4.79K | 0.00% | −36−12.5% | Reduced |
| JNBA Financial Advisors | 301 | $5.81K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 313 | $6.04K | 0.00% | +224+251.7% | Added |
| Glass Jacobson Investment Advisors llc | 354 | $6.83K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 418 | $8.06K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 472 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 478 | $9.22K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 488 | $9.41K | 0.01% | +488 | New |
| America First Investment Advisors, LLC | 538 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 615 | $11.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 581 | $12.2K | 0.00% | +224+62.7% | Added |
| Principal Securities, Inc. | 716 | $13.8K | 0.00% | +326+83.6% | Added |
| Ronald Blue Trust, Inc. | 725 | $14.0K | 0.00% | +24+3.4% | Added |
| Colonial Trust Advisors | 742 | $14.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $17.4K | 0.00% | +900 | New |
| Lindbrook Capital, LLC | 970 | $18.7K | 0.00% | −104−9.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $19.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,070 | $20.6K | 0.00% | +1,070 | New |
| Allworth Financial LP | 1,089 | $21.0K | 0.00% | +881+423.6% | Added |
| Citigroup Inc | 1,173 | $22.6K | 0.00% | +53+4.7% | Added |
| CWM, LLC | 1,375 | $27.0K | 0.00% | −35−2.5% | Reduced |
| Bruce G. Allen Investments, LLC | 1,454 | $28.0K | 0.02% | −14−1.0% | Reduced |
| IFP Advisors, Inc | 1,574 | $30.3K | 0.00% | +1,152+273.0% | Added |
| Sandy Spring Bank | 1,660 | $32.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,775 | $34.2K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,114 | $40.8K | 0.01% | +426+25.2% | Added |
| GHP Investment Advisors, Inc. | 2,140 | $41.3K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,300 | $44.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,328 | $44.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,555 | $49.3K | 0.00% | −4,262−62.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,562 | $49.4K | 0.00% | +116+4.7% | Added |
| Parallel Advisors, LLC | 2,719 | $52.4K | 0.00% | +640+30.8% | Added |
| Assetmark, Inc | 2,904 | $56.0K | 0.00% | −1,274−30.5% | Reduced |
| Quadrant Capital Group LLC | 3,052 | $58.8K | 0.00% | −115−3.6% | Reduced |
| Optiver Holding B.V. | 3,340 | $64.4K | 0.00% | −2,871−46.2% | Reduced |
| Aquatic Capital Management LLC | 3,600 | $69.4K | 0.00% | −1,800−33.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,702 | $71.4K | 0.02% | +3,702 | New |
| GAMMA Investing LLC | 4,230 | $81.6K | 0.02% | +758+21.8% | Added |
| CIBC Private Wealth Group, LLC | 4,876 | $93.1K | 0.00% | −7,260−59.8% | Reduced |
| ORG Partners LLC | 5,768 | $110.1K | 0.21% | +5,768 | New |
| Quantbot Technologies LP | 6,724 | $129.6K | 0.01% | +4,899+268.4% | Added |
| Castleview Partners, LLC | 7,358 | $141.9K | 0.08% | +5,877+396.8% | Added |
| Signaturefd, LLC | 8,041 | $155.0K | 0.00% | +398+5.2% | Added |
| Tower Research Capital LLC (TRC) | 8,409 | $162.1K | 0.00% | +6,095+263.4% | Added |
| Wetherby Asset Management Inc | 10,182 | $196.3K | 0.01% | −440−4.1% | Reduced |
| One Capital Management, LLC | 10,482 | $202.1K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,861 | $209.4K | 0.01% | +10,861 | New |
| Dimensional Fund Advisors LP | 10,963 | $211.4K | 0.00% | −233−2.1% | Reduced |
| Clearbridge Investments, LLC | 11,106 | $214.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,621 | $224.1K | 0.00% | +78+0.7% | Added |
| Charles Schwab Investment Management Inc | 11,757 | $226.7K | 0.00% | +11,757 | New |
| Campbell & CO Investment Adviser LLC | 12,055 | $232.4K | 0.02% | +12,055 | New |
| Riverwater Partners LLC | 12,645 | $243.8K | 0.18% | −155−1.2% | Reduced |
| XTX Topco Ltd | 12,785 | $246.5K | 0.03% | +1,843+16.8% | Added |
| Commonwealth Equity Services, LLC | 13,068 | $252.0K | 0.00% | +102+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 13,644 | $263.0K | 0.03% | +13,644 | New |
| Cresset Asset Management, LLC | 13,936 | $268.7K | 0.00% | +13,936 | 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 |
| Marshall Wace, LLP | 14,156 | $272.9K | 0.00% | +14,156 | New |
| 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 |
| Valley National Advisers Inc | 14,941 | $288.0K | 0.04% | −386−2.5% | Reduced |
| SG Americas Securities, LLC | 15,228 | $294.0K | 0.00% | +5,078+50.0% | Added |
| Lodestar Private Asset Management LLC | 15,332 | $295.6K | 0.04% | −450−2.9% | Reduced |
| Meyer Handelman Co | 16,000 | $308.5K | 0.01% | 00.0% | Unchanged |