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 | $950.0M |
| 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, 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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 18 | $0 | 0.00% | +18 | New |
| Barclays PLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $128 | 0.00% | +1+20.0% | Added |
| Abound Wealth Management | 10 | $213 | 0.00% | −5−33.3% | Reduced |
| Parkside Financial Bank & Trust | 10 | $213 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $362 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $447 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24 | $511 | 0.00% | −6,000−99.6% | Reduced |
| Hexagon Capital Partners LLC | 26 | $554 | 0.00% | −1−3.7% | Reduced |
| True Wealth Design, LLC | 27 | $576 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $639 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $660 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $673 | 0.00% | +33 | New |
| First Horizon Advisors, Inc. | 34 | $743 | 0.00% | −32−48.5% | Reduced |
| GW&K Investment Management, LLC | 70 | $1.00K | 0.00% | +6+9.4% | Added |
| Grove Bank & Trust | 59 | $1.26K | 0.00% | +59 | New |
| TD Private Client Wealth LLC | 76 | $1.62K | 0.00% | −16−17.4% | Reduced |
| Raffa Wealth Management, LLC | 88 | $1.87K | 0.00% | +88 | New |
| Beacon Capital Management, LLC | 88 | $1.87K | 0.00% | +88 | New |
| Global Retirement Partners, LLC | 90 | $1.92K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $2.19K | 0.00% | −5−4.6% | Reduced |
| Glen Eagle Advisors, LLC | 107 | $2.28K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 112 | $2.39K | 0.00% | −409−78.5% | Reduced |
| Mather Group, LLC. | 150 | $3.19K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 150 | $3.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 163 | $3.47K | 0.00% | −4−2.4% | Reduced |
| GWM Advisors LLC | 202 | $4.30K | 0.00% | −9−4.3% | Reduced |
| Fifth Third Bancorp | 204 | $4.34K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 209 | $4.45K | 0.00% | +209 | New |
| WealthCollab, LLC | 219 | $4.67K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 224 | $4.77K | 0.00% | −242−51.9% | Reduced |
| JNBA Financial Advisors | 301 | $6.42K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 313 | $6.67K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 354 | $7.54K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 418 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 418 | $8.00K | 0.00% | +157+60.2% | Added |
| Simplex Trading, LLC | 376 | $8.00K | 0.00% | +376 | New |
| Geneos Wealth Management Inc. | 405 | $8.63K | 0.00% | +405 | New |
| Smartleaf Asset Management LLC | 418 | $8.91K | 0.00% | +181+76.4% | Added |
| IFP Advisors, Inc | 464 | $9.88K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 472 | $10.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 478 | $10.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 480 | $10.2K | 0.00% | +224+87.5% | Added |
| Sunbelt Securities, Inc. | 628 | $13.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 742 | $15.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 849 | $18.1K | 0.00% | +127+17.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $19.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 943 | $20.1K | 0.00% | +493+109.6% | Added |
| Lindbrook Capital, LLC | 966 | $20.6K | 0.00% | −272−22.0% | Reduced |
| Principal Securities, Inc. | 987 | $21.0K | 0.00% | +183+22.8% | Added |
| CIBC Private Wealth Group, LLC | 1,012 | $21.6K | 0.00% | −1,306−56.3% | Reduced |
| Citigroup Inc | 1,189 | $25.3K | 0.00% | −81−6.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,210 | $25.8K | 0.00% | +1,000+476.2% | Added |
| CWM, LLC | 1,413 | $30.0K | 0.00% | −94−6.2% | Reduced |
| Bruce G. Allen Investments, LLC | 1,442 | $30.7K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,456 | $31.0K | 0.00% | +380+35.3% | Added |
| Proequities, Inc. | 1,525 | $32.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,660 | $35.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,675 | $35.7K | 0.00% | +581+53.1% | Added |
| Bryn Mawr Trust Co | 1,804 | $38.4K | 0.00% | +1,804 | New |
| Paradigm Asset Management Co LLC | 2,000 | $42.6K | 0.01% | −300−13.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,000 | $42.6K | 0.00% | −482−19.4% | Reduced |
| GHP Investment Advisors, Inc. | 2,140 | $45.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,163 | $46.1K | 0.01% | +259+13.6% | Added |
| Cromwell Holdings LLC | 2,275 | $48.5K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,328 | $49.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,358 | $50.2K | 0.00% | −204−8.0% | Reduced |
| Assetmark, Inc | 2,433 | $51.8K | 0.00% | −947−28.0% | Reduced |
| Jones Financial Companies LLLP | 2,498 | $53.2K | 0.00% | +2,498 | New |
| Parallel Advisors, LLC | 2,655 | $56.6K | 0.00% | −220−7.7% | Reduced |
| Quadrant Capital Group LLC | 3,759 | $80.1K | 0.01% | +75+2.0% | Added |
| GAMMA Investing LLC | 4,998 | $106.5K | 0.01% | +1,675+50.4% | Added |
| ORG Wealth Partners, LLC | 5,251 | $111.8K | 0.04% | +5,251 | New |
| Venturi Wealth Management, LLC | 5,259 | $112.0K | 0.01% | +4,800+1,045.8% | Added |
| Signaturefd, LLC | 6,341 | $135.1K | 0.00% | −2,372−27.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,836 | $188.2K | 0.00% | +246+2.9% | Added |
| Kimelman & Baird, LLC | 9,734 | $207.3K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,867 | $210.2K | 0.01% | −351−3.4% | Reduced |
| JPMorgan Chase & Co | 9,902 | $210.9K | 0.00% | +1,528+18.2% | Added |
| Clearbridge Investments, LLC | 9,994 | $212.9K | 0.00% | +9,994 | New |
| SG Americas Securities, LLC | 10,150 | $216.0K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 10,482 | $223.3K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,600 | $225.8K | 0.18% | +10,600 | New |
| Verition Fund Management LLC | 11,127 | $237.0K | 0.00% | +11,127 | New |
| Ronald Blue Trust, Inc. | 12,863 | $245.6K | 0.00% | +11,755+1,060.9% | Added |
| Valley National Advisers Inc | 11,598 | $247.0K | 0.04% | −2,798−19.4% | Reduced |
| Ameriprise Financial Inc | 11,776 | $250.8K | 0.00% | +177+1.5% | Added |
| Dimensional Fund Advisors LP | 12,220 | $260.3K | 0.00% | −319−2.5% | Reduced |
| Glenmede Trust Co NA | 12,722 | $271.0K | 0.00% | +12,722 | New |
| Commonwealth Equity Services, LLC | 13,195 | $281.0K | 0.00% | +1,466+12.5% | Added |
| Millennium Management LLC | 13,381 | $285.0K | 0.00% | +13,381 | New |
| Everett Harris & Co | 13,599 | $289.7K | 0.00% | −2,694−16.5% | Reduced |
| D. E. Shaw & Co., Inc. | 14,340 | $305.4K | 0.00% | +14,340 | New |
| Lodestar Private Asset Management LLC | 14,407 | $306.9K | 0.04% | −700−4.6% | Reduced |
| Mercer Global Advisors Inc | 14,469 | $307.5K | 0.00% | −112−0.8% | Reduced |
| 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 |
| Optiver Holding B.V. | 15,288 | $325.6K | 0.01% | +8,366+120.9% | Added |