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 |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 2,328 | $49.6K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,275 | $48.5K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,163 | $46.1K | 0.01% | +259+13.6% | Added |
| GHP Investment Advisors, Inc. | 2,140 | $45.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,000 | $42.6K | 0.00% | −482−19.4% | Reduced |
| Paradigm Asset Management Co LLC | 2,000 | $42.6K | 0.01% | −300−13.0% | Reduced |
| Bryn Mawr Trust Co | 1,804 | $38.4K | 0.00% | +1,804 | New |
| Allworth Financial LP | 1,675 | $35.7K | 0.00% | +581+53.1% | Added |
| Sandy Spring Bank | 1,660 | $35.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,525 | $32.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,456 | $31.0K | 0.00% | +380+35.3% | Added |
| Bruce G. Allen Investments, LLC | 1,442 | $30.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,413 | $30.0K | 0.00% | −94−6.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,210 | $25.8K | 0.00% | +1,000+476.2% | Added |
| Citigroup Inc | 1,189 | $25.3K | 0.00% | −81−6.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,012 | $21.6K | 0.00% | −1,306−56.3% | Reduced |
| Principal Securities, Inc. | 987 | $21.0K | 0.00% | +183+22.8% | Added |
| Lindbrook Capital, LLC | 966 | $20.6K | 0.00% | −272−22.0% | Reduced |
| Russell Investments Group, Ltd. | 943 | $20.1K | 0.00% | +493+109.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $19.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 849 | $18.1K | 0.00% | +127+17.6% | Added |
| Colonial Trust Advisors | 742 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 628 | $13.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 480 | $10.2K | 0.00% | +224+87.5% | Added |
| MB, Levis & Associates, LLC | 478 | $10.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 472 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 464 | $9.88K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 418 | $8.91K | 0.00% | +181+76.4% | Added |
| Geneos Wealth Management Inc. | 405 | $8.63K | 0.00% | +405 | New |
| 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 |
| Glass Jacobson Investment Advisors llc | 354 | $7.54K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 313 | $6.67K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 301 | $6.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 224 | $4.77K | 0.00% | −242−51.9% | Reduced |
| WealthCollab, LLC | 219 | $4.67K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 209 | $4.45K | 0.00% | +209 | New |
| Fifth Third Bancorp | 204 | $4.34K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $4.30K | 0.00% | −9−4.3% | Reduced |
| JFS Wealth Advisors, LLC | 163 | $3.47K | 0.00% | −4−2.4% | Reduced |
| Mather Group, LLC. | 150 | $3.19K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 150 | $3.19K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 112 | $2.39K | 0.00% | −409−78.5% | Reduced |
| Glen Eagle Advisors, LLC | 107 | $2.28K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $2.19K | 0.00% | −5−4.6% | Reduced |
| Atwood & Palmer Inc | 100 | $2.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $1.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 88 | $1.87K | 0.00% | +88 | New |
| Beacon Capital Management, LLC | 88 | $1.87K | 0.00% | +88 | New |
| TD Private Client Wealth LLC | 76 | $1.62K | 0.00% | −16−17.4% | Reduced |
| Grove Bank & Trust | 59 | $1.26K | 0.00% | +59 | New |
| GW&K Investment Management, LLC | 70 | $1.00K | 0.00% | +6+9.4% | Added |
| First Horizon Advisors, Inc. | 34 | $743 | 0.00% | −32−48.5% | Reduced |
| Cornerstone Planning Group LLC | 33 | $673 | 0.00% | +33 | New |
| Larson Financial Group LLC | 31 | $660 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $639 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $576 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $554 | 0.00% | −1−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 24 | $511 | 0.00% | −6,000−99.6% | Reduced |
| Investors Research Corp | 21 | $447 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $362 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $213 | 0.00% | −5−33.3% | Reduced |
| Parkside Financial Bank & Trust | 10 | $213 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $128 | 0.00% | +1+20.0% | Added |
| Broadwater Capital Management LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 18 | $0 | 0.00% | +18 | New |
| 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 |