Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 172 institutions
Q1 2021: 167 institutionsQ2 2021: 173 institutionsQ3 2021: 160 institutionsQ4 2021: 174 institutionsQ1 2022: 178 institutionsQ2 2022: 167 institutionsQ3 2022: 141 institutionsQ4 2022: 156 institutionsQ1 2023: 156 institutionsQ2 2023: 147 institutionsQ3 2023: 148 institutionsQ4 2023: 160 institutionsQ1 2024: 172 institutionsQ2 2024: 167 institutionsQ3 2024: 168 institutionsQ4 2024: 190 institutionsQ1 2025: 202 institutionsQ2 2025: 208 institutionsQ3 2025: 206 institutionsQ4 2025: 214 institutionsQ1 2026: 220 institutionsQ2 2026: 234 institutions
Value heldQ1 2024: $640.8M
Q1 2021: $714.9MQ2 2021: $847.6MQ3 2021: $905.1MQ4 2021: $899.2MQ1 2022: $1.03BQ2 2022: $805.1MQ3 2022: $457.8MQ4 2022: $721.5MQ1 2023: $829.2MQ2 2023: $815.7MQ3 2023: $711.5MQ4 2023: $689.9MQ1 2024: $640.8MQ2 2024: $598.1MQ3 2024: $713.2MQ4 2024: $770.1MQ1 2025: $874.0MQ2 2025: $1.05BQ3 2025: $949.9MQ4 2025: $893.8MQ1 2026: $950.0MQ2 2026: $960.4M
Institutions holding FMS and their total value by quarter
QuarterHoldersValue
Q2 2026234$960.4M
Q1 2026220$950.0M
Q4 2025214$893.8M
Q3 2025206$949.9M
Q2 2025208$1.05B
Q1 2025202$874.0M
Q4 2024190$770.1M
Q3 2024168$713.2M
Q2 2024167$598.1M
Q1 2024172$640.8M
Q4 2023160$689.9M
Q3 2023148$711.5M
Q2 2023147$815.7M
Q1 2023156$829.2M
Q4 2022156$721.5M
Q3 2022141$457.8M
Q2 2022167$805.1M
Q1 2022178$1.03B
Q4 2021174$899.2M
Q3 2021160$905.1M
Q2 2021173$847.6M
Q1 2021167$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.

Institutions holding FMS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
SageView Advisory Group, LLC6,568$308.8K0.02%+6,568New
Toroso Investments, LLC16,509$319.6K0.01%+237+1.5%Added
Rhumbline Advisers16,939$326.6K0.00%+1,763+11.6%Added
Bank of New York Mellon Corp17,392$335.3K0.00%+2,840+19.5%Added
Wulff, Hansen & Co.17,990$346.8K0.35%−265−1.5%Reduced
HighTower Advisors, LLC18,063$351.0K0.00%−1,454−7.4%Reduced
US Bancorp18,262$352.1K0.00%−1,770−8.8%Reduced
Raymond James & Associates18,513$356.9K0.00%−10,447−36.1%Reduced
American Century Companies Inc18,601$358.6K0.00%00.0%Unchanged
Everett Harris & Co20,657$398.3K0.01%−933−4.3%Reduced
Qube Research & Technologies Ltd21,676$417.9K0.00%+1,082+5.3%Added
National Bank of Canada19,545$424.2K0.00%+2,106+12.1%Added
Veriti Management LLC22,264$429.3K0.03%−1,294−5.5%Reduced
Searle & Co.23,288$449.0K0.11%00.0%Unchanged
JustInvest LLC24,340$469.3K0.01%+5,195+27.1%Added
Morningstar Investment Services LLC25,275$489.0K0.01%+4,546+21.9%Added
Mirabella Financial Services LLP26,260$506.3K0.04%+26,260New
Wells Fargo & Company29,466$568.1K0.00%−1,079−3.5%Reduced
Mariner, LLC29,542$569.6K0.00%+2,028+7.4%Added
Trexquant Investment LP30,021$578.8K0.01%+30,021New
Legacy Wealth Asset Management, LLC30,309$584.4K0.16%+30,309New
Pathstone Holdings, LLC30,776$593.4K0.00%+16,340+113.2%Added
Creative Planning33,767$651.0K0.00%+3,919+13.1%Added
Cerity Partners LLC33,978$655.1K0.00%+7,192+26.8%Added
Ritholtz Wealth Management36,006$694.2K0.02%+5,769+19.1%Added
UBS Group AG37,185$716.9K0.00%+5,913+18.9%Added
Cacti Asset Management LLC34,000$722.5K0.06%−9,500−21.8%Reduced
Uncommon Cents Investing LLC38,810$748.3K0.23%+2,890+8.0%Added
Royal Bank of Canada38,873$750.0K0.00%−1,879−4.6%Reduced
Ethic Inc.39,430$760.2K0.02%+3,468+9.6%Added
Crossmark Global Holdings, Inc.42,035$810.0K0.02%−488−1.1%Reduced
Davenport & Co LLC45,705$881.2K0.01%+45,705New
Voloridge Investment Management, LLC46,602$898.5K0.00%+46,602New
Mork Capital Management, LLC47,190$909.8K0.69%−4,390−8.5%Reduced
Highland Capital Management, LLC48,150$928.3K0.05%00.0%Unchanged
CI Private Wealth, LLC51,962$1.00M0.00%−14,172−21.4%Reduced
Veracity Capital LLC53,023$1.02M0.40%+33,543+172.2%Added
QRG Capital Management, Inc.54,363$1.05M0.01%+8,870+19.5%Added
Two Sigma Advisers, LP58,300$1.12M0.00%+3,300+6.0%Added
JPMorgan Chase & Co59,962$1.16M0.00%+54,320+962.8%Added
Shay Capital LLC60,000$1.16M0.34%+60,000New
Jane Street Group, LLC66,836$1.29M0.00%+51,586+338.3%Added
Triasima Portfolio Management inc.67,070$1.29M0.11%+67,070New
Bank of America Corp72,873$1.40M0.00%+13,190+22.1%Added
Franklin Resources Inc74,067$1.43M0.00%−340.0%Reduced
D. E. Shaw & Co., Inc.76,176$1.47M0.00%+60,831+396.4%Added
FMR LLC76,551$1.48M0.00%+1,988+2.7%Added
Nuveen Asset Management, LLC78,359$1.52M0.00%+4,051+5.5%Added
Quantinno Capital Management LP82,471$1.59M0.03%+37,145+82.0%Added
HRT Financial LP87,565$1.69M0.01%+87,565New
Cubist Systematic Strategies, LLC87,806$1.69M0.02%+86,564+6,969.7%Added
Settian Capital LP90,000$1.74M1.29%00.0%Unchanged
Geode Capital Management, LLC93,838$1.81M0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC103,905$2.00M0.02%+293+0.3%Added
VisionPoint Advisory Group, LLC115,288$2.22M0.80%+76,287+195.6%Added
Partnership Wealth Management, LLC117,598$2.27M1.59%−3,645−3.0%Reduced
Two Sigma Investments, LP141,707$2.73M0.01%+79,207+126.7%Added
Millennium Management LLC149,561$2.88M0.00%+149,561New
Moran Wealth Management, LLC154,323$2.98M0.10%−1,574−1.0%Reduced
Citadel Advisors LLC172,241$3.32M0.00%−62,216−26.5%Reduced
GTS Securities LLC206,224$3.98M0.11%+206,224New
Arrowstreet Capital, Limited Partnership221,963$4.28M0.00%+121,077+120.0%Added
Northern Trust Corp254,216$4.90M0.00%−6,364−2.4%Reduced
Envestnet Asset Management Inc341,866$6.59M0.00%+68,663+25.1%Added
BlackRock Inc.445,629$8.59M0.00%−2,204−0.5%Reduced
Pacer Advisors, Inc.566,286$10.9M0.03%+77,885+15.9%Added
Goldman Sachs Group Inc643,294$12.4M0.00%+24,825+4.0%Added
Morgan Stanley995,706$19.2M0.00%+44,207+4.6%Added
Dodge & Cox4,223,110$81.4M0.05%00.0%Unchanged
Fiduciary Management Inc5,408,264$104.3M0.93%−265,149−4.7%Reduced
Pzena Investment Management LLC16,271,972$313.7M1.08%+4,4800.0%Added
Groupama Asset Managment1,096––+1,096New
Invesco Ltd.0$00.00%−978,863−100.0%Sold out
Guardian Capital Advisors LP0$00.00%−123,715−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−50,571−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−25,955−100.0%Sold out
First Light Asset Management, LLC0$00.00%−19,490−100.0%Sold out
Simplex Trading, LLC0$00.00%−16,139−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−15,800−100.0%Sold out
Eagle Asset Management Inc0$00.00%−14,861−100.0%Sold out
Glenmede Trust Co NA0$00.00%−13,806−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−11,244−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−11,120−100.0%Sold out
Ameriprise Financial Inc0$00.00%−10,908−100.0%Sold out
Yousif Capital Management, LLC0$00.00%−9,809−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−2,617−100.0%Sold out
Glassman Wealth Services0$00.00%−939−100.0%Sold out
Lazard Asset Management LLC0$00.00%−357−100.0%Sold out
Advisory Services Network, LLC0$00.00%−133−100.0%Sold out
CVA Family Office, LLC0$00.00%−51−100.0%Sold out
Gradient Investments LLC0$00.00%−39−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−12−100.0%Sold out