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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 16,000 | $340.8K | 0.01% | 00.0% | Unchanged |
| Riverwater Partners LLC | 16,381 | $346.3K | 0.17% | +3,736+29.5% | Added |
| Atlas Capital Advisors LLC | 16,276 | $346.7K | 0.05% | +16,276 | New |
| Wulff, Hansen & Co. | 16,302 | $347.2K | 0.33% | −1,688−9.4% | 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 |
| Raymond James & Associates | 16,389 | $349.1K | 0.00% | −4,344−21.0% | Reduced |
| Castleview Partners, LLC | 17,286 | $368.2K | 0.21% | +4,571+35.9% | Added |
| Rhumbline Advisers | 18,327 | $390.4K | 0.00% | +260+1.4% | Added |
| US Bancorp | 18,819 | $400.8K | 0.00% | +32+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,706 | $419.7K | 0.00% | +19,706 | New |
| Ritholtz Wealth Management | 20,374 | $434.0K | 0.01% | −16,527−44.8% | Reduced |
| Triasima Portfolio Management inc. | 20,560 | $437.9K | 0.10% | −64,870−75.9% | Reduced |
| Bank of New York Mellon Corp | 20,746 | $441.9K | 0.00% | +3,939+23.4% | Added |
| Vident Advisory, LLC | 20,946 | $446.2K | 0.01% | +2,682+14.7% | Added |
| Charles Schwab Investment Management Inc | 22,161 | $472.0K | 0.00% | +2,233+11.2% | Added |
| Veriti Management LLC | 22,901 | $487.8K | 0.03% | +2,021+9.7% | Added |
| National Bank of Canada | 23,270 | $495.7K | 0.00% | +3,451+17.4% | Added |
| Searle & Co. | 23,288 | $496.0K | 0.12% | 00.0% | Unchanged |
| American Century Companies Inc | 24,046 | $512.2K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 25,389 | $541.0K | 0.01% | +418+1.7% | Added |
| Cerity Partners LLC | 26,751 | $569.8K | 0.00% | −2,925−9.9% | Reduced |
| JustInvest LLC | 27,308 | $581.7K | 0.01% | −1,372−4.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,013 | $660.6K | 0.05% | +16,987+121.1% | Added |
| Twinbeech Capital LP | 31,118 | $662.8K | 0.01% | +31,118 | New |
| Wells Fargo & Company | 32,501 | $692.3K | 0.00% | +1,887+6.2% | Added |
| Legacy Wealth Asset Management, LLC | 32,897 | $700.7K | 0.19% | −5,151−13.5% | Reduced |
| Cacti Asset Management LLC | 34,000 | $708.2K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 36,478 | $728.1K | 0.01% | −70,500−65.9% | Reduced |
| Signet Financial Management, LLC | 35,212 | $750.0K | 0.10% | +35,212 | New |
| Ethic Inc. | 39,430 | $760.2K | 0.02% | −14,641−27.1% | Reduced |
| Pathstone Holdings, LLC | 36,095 | $768.8K | 0.00% | +2,817+8.5% | Added |
| Creative Planning | 38,010 | $809.6K | 0.00% | −2,130−5.3% | Reduced |
| XTX Topco Ltd | 39,769 | $847.1K | 0.06% | +16,487+70.8% | Added |
| Mariner, LLC | 40,681 | $866.6K | 0.00% | +6,072+17.5% | Added |
| Uncommon Cents Investing LLC | 41,380 | $881.4K | 0.25% | +2,290+5.9% | Added |
| Royal Bank of Canada | 41,514 | $885.0K | 0.00% | +5,781+16.2% | Added |
| UBS Group AG | 43,155 | $919.2K | 0.00% | +740+1.7% | Added |
| Highland Capital Management, LLC | 44,200 | $941.5K | 0.05% | −250−0.6% | Reduced |
| Mork Capital Management, LLC | 47,190 | $1.01M | 0.72% | 00.0% | Unchanged |
| Veracity Capital LLC | 51,659 | $1.10M | 0.42% | +207+0.4% | Added |
| Cresset Asset Management, LLC | 54,598 | $1.16M | 0.00% | +18,541+51.4% | Added |
| Marshall Wace, LLP | 56,841 | $1.21M | 0.00% | +41,478+270.0% | Added |
| Davenport & Co LLC | 57,285 | $1.22M | 0.01% | +12,422+27.7% | Added |
| QRG Capital Management, Inc. | 58,267 | $1.24M | 0.01% | −2,042−3.4% | Reduced |
| Bank of America Corp | 59,305 | $1.26M | 0.00% | +10,738+22.1% | Added |
| Two Sigma Advisers, LP | 60,000 | $1.28M | 0.00% | +10,200+20.5% | Added |
| Crossmark Global Holdings, Inc. | 62,889 | $1.34M | 0.02% | +23,692+60.4% | Added |
| Citadel Advisors LLC | 68,335 | $1.46M | 0.00% | −30,820−31.1% | Reduced |
| Franklin Resources Inc | 74,640 | $1.49M | 0.00% | +2,386+3.3% | Added |
| Nuveen Asset Management, LLC | 73,931 | $1.57M | 0.00% | −4,332−5.5% | Reduced |
| FMR LLC | 76,351 | $1.63M | 0.00% | −7,224−8.6% | Reduced |
| CI Private Wealth, LLC | 85,463 | $1.82M | 0.00% | +10,349+13.8% | Added |
| Geode Capital Management, LLC | 90,750 | $1.93M | 0.00% | −3,088−3.3% | Reduced |
| Quantinno Capital Management LP | 110,078 | $2.34M | 0.03% | +48,554+78.9% | Added |
| Two Sigma Investments, LP | 138,646 | $2.95M | 0.01% | +122,094+737.6% | Added |
| VisionPoint Advisory Group, LLC | 146,383 | $3.12M | 1.05% | +17,805+13.8% | Added |
| Moran Wealth Management, LLC | 233,376 | $4.97M | 0.15% | +74,621+47.0% | Added |
| Northern Trust Corp | 248,237 | $5.29M | 0.00% | −11,949−4.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 279,287 | $6.62M | 0.01% | +279,287 | New |
| Envestnet Asset Management Inc | 333,779 | $7.11M | 0.00% | +36,212+12.2% | Added |
| Integral Health Asset Management, LLC | 450,000 | $9.59M | 1.13% | +450,000 | New |
| BlackRock, Inc. | 476,089 | $10.1M | 0.00% | +476,089 | New |
| Goldman Sachs Group Inc | 669,323 | $14.3M | 0.00% | −92,838−12.2% | Reduced |
| Morgan Stanley | 1,031,902 | $22.0M | 0.00% | +53,322+5.4% | Added |
| Dodge & Cox | 4,173,510 | $88.9M | 0.05% | −49,600−1.2% | Reduced |
| Fiduciary Management Inc | 6,561,184 | $139.8M | 1.22% | +1,391,259+26.9% | Added |
| Pzena Investment Management LLC | 16,215,669 | $345.4M | 1.11% | +31,448+0.2% | Added |
| Settian Capital LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −86,070−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −59,651−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −57,433−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −42,906−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −13,664−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −5,786−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| America First Investment Advisors, LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Cultivar Capital, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |