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, Q3 2024
Institutional positions in Fresenius Medical Care AG as of Sep 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
- 168
- +4 vs. Q2 2024
- Shares held
- 33.5M
- +2.60M (+8.4%) vs. Q2 2024
- Total value
- $713.2M
- +$124.0M (+21.1%) vs. Q2 2024
- New holders
- 24
- 57 more added
- Sold out
- 20
- 47 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 234 | $960.4M |
| Q1 2026 | 220 | $950.5M |
| Q4 2025 | 215 | $894.3M |
| Q3 2025 | 207 | $959.0M |
| Q2 2025 | 208 | $1.05B |
| Q1 2025 | 202 | $874.0M |
| Q4 2024 | 190 | $770.1M |
| Q3 2024 | 168 | $713.4M |
| Q2 2024 | 167 | $598.3M |
| Q1 2024 | 172 | $680.4M |
| Q4 2023 | 160 | $710.1M |
| Q3 2023 | 148 | $713.3M |
| Q2 2023 | 147 | $818.0M |
| Q1 2023 | 156 | $838.9M |
| Q4 2022 | 156 | $721.7M |
| Q3 2022 | 141 | $457.9M |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 16,215,669 | $345.4M | 1.11% | +31,448+0.2% | Added |
| Fiduciary Management Inc | 6,561,184 | $139.8M | 1.22% | +1,391,259+26.9% | Added |
| Dodge & Cox | 4,173,510 | $88.9M | 0.05% | −49,600−1.2% | Reduced |
| Morgan Stanley | 1,031,902 | $22.0M | 0.00% | +53,322+5.4% | Added |
| Goldman Sachs Group Inc | 669,323 | $14.3M | 0.00% | −92,838−12.2% | Reduced |
| BlackRock, Inc. | 476,089 | $10.1M | 0.00% | +476,089 | New |
| Integral Health Asset Management, LLC | 450,000 | $9.59M | 1.13% | +450,000 | New |
| Envestnet Asset Management Inc | 333,779 | $7.11M | 0.00% | +36,212+12.2% | Added |
| Arrowstreet Capital, Limited Partnership | 279,287 | $6.62M | 0.01% | +279,287 | New |
| Northern Trust Corp | 248,237 | $5.29M | 0.00% | −11,949−4.6% | Reduced |
| Moran Wealth Management, LLC | 233,376 | $4.97M | 0.15% | +74,621+47.0% | Added |
| VisionPoint Advisory Group, LLC | 146,383 | $3.12M | 1.05% | +17,805+13.8% | Added |
| Two Sigma Investments, LP | 138,646 | $2.95M | 0.01% | +122,094+737.6% | Added |
| Quantinno Capital Management LP | 110,078 | $2.34M | 0.03% | +48,554+78.9% | Added |
| Geode Capital Management, LLC | 90,750 | $1.93M | 0.00% | −3,088−3.3% | Reduced |
| CI Private Wealth, LLC | 85,463 | $1.82M | 0.00% | +10,349+13.8% | Added |
| FMR LLC | 76,351 | $1.63M | 0.00% | −7,224−8.6% | Reduced |
| Nuveen Asset Management, LLC | 73,931 | $1.57M | 0.00% | −4,332−5.5% | Reduced |
| Franklin Resources Inc | 74,640 | $1.49M | 0.00% | +2,386+3.3% | Added |
| Citadel Advisors LLC | 68,335 | $1.46M | 0.00% | −30,820−31.1% | Reduced |
| Crossmark Global Holdings, Inc. | 62,889 | $1.34M | 0.02% | +23,692+60.4% | Added |
| Two Sigma Advisers, LP | 60,000 | $1.28M | 0.00% | +10,200+20.5% | Added |
| Bank of America Corp | 59,305 | $1.26M | 0.00% | +10,738+22.1% | Added |
| QRG Capital Management, Inc. | 58,267 | $1.24M | 0.01% | −2,042−3.4% | Reduced |
| Davenport & Co LLC | 57,285 | $1.22M | 0.01% | +12,422+27.7% | Added |
| Marshall Wace, LLP | 56,841 | $1.21M | 0.00% | +41,478+270.0% | Added |
| Cresset Asset Management, LLC | 54,598 | $1.16M | 0.00% | +18,541+51.4% | Added |
| Veracity Capital LLC | 51,659 | $1.10M | 0.42% | +207+0.4% | Added |
| Mork Capital Management, LLC | 47,190 | $1.01M | 0.72% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 44,200 | $941.5K | 0.05% | −250−0.6% | Reduced |
| UBS Group AG | 43,155 | $919.2K | 0.00% | +740+1.7% | Added |
| Royal Bank of Canada | 41,514 | $885.0K | 0.00% | +5,781+16.2% | Added |
| Uncommon Cents Investing LLC | 41,380 | $881.4K | 0.25% | +2,290+5.9% | Added |
| Mariner, LLC | 40,681 | $866.6K | 0.00% | +6,072+17.5% | Added |
| XTX Topco Ltd | 39,769 | $847.1K | 0.06% | +16,487+70.8% | Added |
| Creative Planning | 38,010 | $809.6K | 0.00% | −2,130−5.3% | Reduced |
| Pathstone Holdings, LLC | 36,095 | $768.8K | 0.00% | +2,817+8.5% | Added |
| Ethic Inc. | 39,430 | $760.2K | 0.02% | −14,641−27.1% | Reduced |
| Signet Financial Management, LLC | 35,212 | $750.0K | 0.10% | +35,212 | New |
| O'Shaughnessy Asset Management, LLC | 36,478 | $728.1K | 0.01% | −70,500−65.9% | Reduced |
| Cacti Asset Management LLC | 34,000 | $708.2K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 32,897 | $700.7K | 0.19% | −5,151−13.5% | Reduced |
| Wells Fargo & Company | 32,501 | $692.3K | 0.00% | +1,887+6.2% | Added |
| Twinbeech Capital LP | 31,118 | $662.8K | 0.01% | +31,118 | New |
| Campbell & CO Investment Adviser LLC | 31,013 | $660.6K | 0.05% | +16,987+121.1% | Added |
| JustInvest LLC | 27,308 | $581.7K | 0.01% | −1,372−4.8% | Reduced |
| Cerity Partners LLC | 26,751 | $569.8K | 0.00% | −2,925−9.9% | Reduced |
| Morningstar Investment Services LLC | 25,389 | $541.0K | 0.01% | +418+1.7% | Added |
| American Century Companies Inc | 24,046 | $512.2K | 0.00% | 00.0% | Unchanged |
| Searle & Co. | 23,288 | $496.0K | 0.12% | 00.0% | Unchanged |
| National Bank of Canada | 23,270 | $495.7K | 0.00% | +3,451+17.4% | Added |
| Veriti Management LLC | 22,901 | $487.8K | 0.03% | +2,021+9.7% | Added |
| Charles Schwab Investment Management Inc | 22,161 | $472.0K | 0.00% | +2,233+11.2% | Added |
| Vident Advisory, LLC | 20,946 | $446.2K | 0.01% | +2,682+14.7% | Added |
| Bank of New York Mellon Corp | 20,746 | $441.9K | 0.00% | +3,939+23.4% | Added |
| Triasima Portfolio Management inc. | 20,560 | $437.9K | 0.10% | −64,870−75.9% | Reduced |
| Ritholtz Wealth Management | 20,374 | $434.0K | 0.01% | −16,527−44.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,706 | $419.7K | 0.00% | +19,706 | New |
| US Bancorp | 18,819 | $400.8K | 0.00% | +32+0.2% | Added |
| Rhumbline Advisers | 18,327 | $390.4K | 0.00% | +260+1.4% | Added |
| Castleview Partners, LLC | 17,286 | $368.2K | 0.21% | +4,571+35.9% | Added |
| Raymond James & Associates | 16,389 | $349.1K | 0.00% | −4,344−21.0% | Reduced |
| HighTower Advisors, LLC | 16,585 | $349.0K | 0.00% | −1,126−6.4% | Reduced |
| Toroso Investments, LLC | 16,385 | $349.0K | 0.00% | −451−2.7% | Reduced |
| Wulff, Hansen & Co. | 16,302 | $347.2K | 0.31% | −1,688−9.4% | Reduced |
| Atlas Capital Advisors LLC | 16,276 | $346.7K | 0.05% | +16,276 | New |
| Riverwater Partners LLC | 16,381 | $346.3K | 0.17% | +3,736+29.5% | Added |
| Meyer Handelman Co | 16,000 | $340.8K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 15,288 | $325.6K | 0.01% | +8,366+120.9% | Added |
| Koss-Olinger Consulting, LLC | 15,000 | $320.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,019 | $320.0K | 0.00% | +753+5.3% | Added |
| Mercer Global Advisors Inc | 14,469 | $307.5K | 0.00% | −112−0.8% | Reduced |
| Lodestar Private Asset Management LLC | 14,407 | $306.9K | 0.04% | −700−4.6% | Reduced |
| D. E. Shaw & Co., Inc. | 14,340 | $305.4K | 0.00% | +14,340 | New |
| Everett Harris & Co | 13,599 | $289.7K | 0.00% | −2,694−16.5% | Reduced |
| Millennium Management LLC | 13,381 | $285.0K | 0.00% | +13,381 | New |
| Commonwealth Equity Services, LLC | 13,195 | $281.0K | 0.00% | +1,466+12.5% | Added |
| Glenmede Trust Co NA | 12,722 | $271.0K | 0.00% | +12,722 | New |
| Dimensional Fund Advisors LP | 12,220 | $260.3K | 0.00% | −319−2.5% | Reduced |
| Ameriprise Financial Inc | 11,776 | $250.8K | 0.00% | +177+1.5% | Added |
| Valley National Advisers Inc | 11,598 | $247.0K | 0.04% | −2,798−19.4% | Reduced |
| Ronald Blue Trust, Inc. | 12,863 | $245.6K | 0.00% | +11,755+1,060.9% | Added |
| Verition Fund Management LLC | 11,127 | $237.0K | 0.00% | +11,127 | New |
| Virtus Investment Advisers, Inc. | 10,600 | $225.8K | 0.18% | +10,600 | New |
| One Capital Management, LLC | 10,482 | $223.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,150 | $216.0K | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 9,994 | $212.9K | 0.00% | +9,994 | New |
| JPMorgan Chase & Co | 9,902 | $210.9K | 0.00% | +1,528+18.2% | Added |
| Wetherby Asset Management Inc | 9,867 | $210.2K | 0.01% | −351−3.4% | Reduced |
| Kimelman & Baird, LLC | 9,734 | $207.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,836 | $188.2K | 0.00% | +246+2.9% | Added |
| Signaturefd, LLC | 6,341 | $135.1K | 0.00% | −2,372−27.2% | Reduced |
| Venturi Wealth Management, LLC | 5,259 | $112.0K | 0.01% | +4,800+1,045.8% | Added |
| ORG Wealth Partners, LLC | 5,251 | $111.8K | 0.04% | +5,251 | New |
| GAMMA Investing LLC | 4,998 | $106.5K | 0.01% | +1,675+50.4% | Added |
| Quadrant Capital Group LLC | 3,759 | $80.1K | 0.01% | +75+2.0% | Added |
| Parallel Advisors, LLC | 2,655 | $56.6K | 0.00% | −220−7.7% | Reduced |
| Jones Financial Companies LLLP | 2,498 | $53.2K | 0.00% | +2,498 | New |
| Assetmark, Inc | 2,433 | $51.8K | 0.00% | −947−28.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,358 | $50.2K | 0.00% | −204−8.0% | Reduced |