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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, Q2 2024

Institutional positions in Fresenius Medical Care AG as of Jun 30, 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
167
−4 vs. Q1 2024
Shares held
31.3M
−1.89M (−5.7%) vs. Q1 2024
Total value
$598.1M
−$42.6M (−6.7%) vs. Q1 2024
New holders
18
64 more added
Sold out
22
45 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 167 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 heldQ2 2024: $598.1M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q1 2024.

Institutions holding FMS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC1$190.00%00.0%Unchanged
Broadwater Capital Management LLC5$950.00%00.0%Unchanged
Mendota Financial Group, LLC5$960.00%+5New
Parkside Financial Bank & Trust10$1910.00%00.0%Unchanged
Abound Wealth Management15$2870.00%00.0%Unchanged
Zions Bancorporation, N.A.17$3250.00%−32−65.3%Reduced
Investors Research Corp21$4010.00%00.0%Unchanged
Private Ocean, LLC24$4580.00%+24New
Hexagon Capital Partners LLC27$5160.00%−97−78.2%Reduced
True Wealth Design, LLC27$5160.00%+3+12.5%Added
Bell Investment Advisors, Inc30$5730.00%00.0%Unchanged
Centennial Bank30$5730.00%+30New
Larson Financial Group LLC31$5920.00%00.0%Unchanged
WR Wealth Planners, LLC34$6490.00%00.0%Unchanged
GW&K Investment Management, LLC64$1.00K0.00%−22−25.6%Reduced
First Horizon Advisors, Inc.66$1.28K0.00%−21−24.1%Reduced
JJJ Advisors Inc.80$1.53K0.00%+80New
Global Retirement Partners, LLC90$1.72K0.00%00.0%Unchanged
TD Private Client Wealth LLC92$1.76K0.00%+43+87.8%Added
Atwood & Palmer Inc100$1.91K0.00%00.0%Unchanged
RFP Financial Group LLC107$2.04K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC107$2.05K0.00%+107New
CVA Family Office, LLC108$2.06K0.00%+108New
Umb Bank N A150$2.86K0.00%00.0%Unchanged
Mather Group, LLC.150$2.89K0.00%−10−6.3%Reduced
JFS Wealth Advisors, LLC167$3.19K0.00%00.0%Unchanged
Asset Dedication, LLC175$3.34K0.00%+175New
Fifth Third Bancorp204$3.89K0.00%00.0%Unchanged
Lazard Asset Management LLC261$4.00K0.00%+261New
Tower Research Capital LLC (TRC)210$4.01K0.00%−8,199−97.5%Reduced
GWM Advisors LLC211$4.03K0.00%+13+6.6%Added
WealthCollab, LLC219$4.18K0.00%00.0%Unchanged
Smartleaf Asset Management LLC237$4.54K0.00%+91+62.3%Added
Farther Finance Advisors, LLC256$4.91K0.00%+5+2.0%Added
JNBA Financial Advisors301$5.75K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.313$5.97K0.00%00.0%Unchanged
Cultivar Capital, Inc.350$6.68K0.01%+350New
Glass Jacobson Investment Advisors llc354$6.76K0.00%00.0%Unchanged
PrairieView Partners, LLC418$7.00K0.00%00.0%Unchanged
Russell Investments Group, Ltd.450$8.59K0.00%+438+3,650.0%Added
Venturi Wealth Management, LLC459$8.76K0.00%+41+9.8%Added
IFP Advisors, Inc464$8.86K0.00%−1,110−70.5%Reduced
Rothschild Investment LLC466$8.90K0.00%+339+266.9%Added
Centerpoint Advisors, LLC472$9.00K0.00%00.0%Unchanged
MB, Levis & Associates, LLC478$9.13K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC521$9.95K0.01%+361+225.6%Added
America First Investment Advisors, LLC538$10.3K0.00%00.0%Unchanged
Sunbelt Securities, Inc.628$12.0K0.00%+13+2.1%Added
EverSource Wealth Advisors, LLC722$13.9K0.00%+141+24.3%Added
Colonial Trust Advisors742$14.2K0.00%00.0%Unchanged
Principal Securities, Inc.804$15.3K0.00%+88+12.3%Added
Catalyst Funds Management Pty Ltd900$17.2K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP926$18.3K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,076$20.5K0.00%+6+0.6%Added
Ronald Blue Trust, Inc.1,108$21.4K0.00%+383+52.8%Added
Allworth Financial LP1,094$21.5K0.00%+5+0.5%Added
Lindbrook Capital, LLC1,238$23.6K0.00%+268+27.6%Added
Citigroup Inc1,270$24.2K0.00%+97+8.3%Added
Aquatic Capital Management LLC1,400$26.7K0.00%−2,200−61.1%Reduced
Bruce G. Allen Investments, LLC1,442$27.5K0.02%−12−0.8%Reduced
CWM, LLC1,507$29.0K0.00%+132+9.6%Added
Proequities, Inc.1,525$29.1K0.00%−250−14.1%Reduced
Sandy Spring Bank1,660$31.7K0.00%00.0%Unchanged
Hartford Financial Management Inc.1,904$36.3K0.01%−210−9.9%Reduced
GHP Investment Advisors, Inc.2,140$40.9K0.00%00.0%Unchanged
Cromwell Holdings LLC2,275$43.4K0.03%+2,275New
EntryPoint Capital, LLC2,282$43.6K0.02%+1,794+367.6%Added
Paradigm Asset Management Co LLC2,300$43.9K0.01%00.0%Unchanged
Annapolis Financial Services, LLC2,328$44.4K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC2,318$45.0K0.00%−2,558−52.5%Reduced
Advisor Group Holdings, Inc.2,482$47.4K0.00%−73−2.9%Reduced
Northwestern Mutual Wealth Management Co2,562$48.9K0.00%00.0%Unchanged
Parallel Advisors, LLC2,875$54.9K0.00%+156+5.7%Added
GAMMA Investing LLC3,323$63.4K0.01%−907−21.4%Reduced
Assetmark, Inc3,380$64.5K0.00%+476+16.4%Added
Quadrant Capital Group LLC3,684$70.3K0.01%+632+20.7%Added
Partnership Wealth Management, LLC4,150$79.2K0.06%−113,448−96.5%Reduced
ORG Partners LLC5,786$110.9K0.01%+18+0.3%Added
BNP Paribas Arbitrage, SA6,024$115.0K0.00%+6,000+25,000.0%Added
Optiver Holding B.V.6,922$132.1K0.00%+3,582+107.2%Added
JPMorgan Chase & Co8,374$159.9K0.00%−51,588−86.0%Reduced
The PNC Financial Services Group, Inc.8,590$164.0K0.00%−3,031−26.1%Reduced
Signaturefd, LLC8,713$166.3K0.00%+672+8.4%Added
Kimelman & Baird, LLC9,734$185.8K0.02%+9,734New
Barometer Capital Management Inc.9,800$187.1K0.07%+9,800New
SG Americas Securities, LLC10,150$194.0K0.00%−5,078−33.3%Reduced
Wetherby Asset Management Inc10,218$195.1K0.01%+36+0.4%Added
AQR Capital Management LLC10,340$197.4K0.00%+10,340New
One Capital Management, LLC10,482$200.1K0.01%00.0%Unchanged
CAPROCK Group, Inc.10,879$207.7K0.01%+10,879New
Ameriprise Financial Inc11,599$221.4K0.00%+11,599New
Commonwealth Equity Services, LLC11,729$224.0K0.00%−1,339−10.2%Reduced
Dimensional Fund Advisors LP12,539$239.4K0.00%+1,576+14.4%Added
Riverwater Partners LLC12,645$241.4K0.18%00.0%Unchanged
Castleview Partners, LLC12,715$242.7K0.14%+5,357+72.8%Added
Syon Capital LLC13,664$260.8K0.02%−957−6.5%Reduced
Campbell & CO Investment Adviser LLC14,026$267.8K0.02%+1,971+16.4%Added
MML Investors Services, LLC14,266$272.0K0.00%+293+2.1%Added
Valley National Advisers Inc14,396$274.0K0.04%−545−3.6%Reduced
Mercer Global Advisors Inc14,581$278.4K0.00%+624+4.5%Added