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, Q4 2024
Institutional positions in Fresenius Medical Care AG as of Dec 31, 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
- 190
- +24 vs. Q3 2024
- Shares held
- 34.0M
- +570.5K (+1.7%) vs. Q3 2024
- Total value
- $770.1M
- +$57.3M (+8.0%) vs. Q3 2024
- New holders
- 38
- 63 more added
- Sold out
- 14
- 43 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 5 | $113 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6 | $136 | 0.00% | −68,329−100.0% | Reduced |
| SBI Securities Co., Ltd. | 6 | $136 | 0.00% | +6 | New |
| Mendota Financial Group, LLC | 8 | $182 | 0.00% | +2+33.3% | Added |
| Parkside Financial Bank & Trust | 10 | $227 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $227 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $385 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $475 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24 | $543 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $680 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $702 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $789 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $793 | 0.00% | +8+29.6% | Added |
| Hexagon Capital Partners LLC | 47 | $1.06K | 0.00% | +21+80.8% | Added |
| TD Private Client Wealth LLC | 76 | $1.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 88 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 88 | $2.17K | 0.00% | +55+166.7% | Added |
| Atwood & Palmer Inc | 100 | $2.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $2.33K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 107 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 122 | $2.76K | 0.00% | −1,088−89.9% | Reduced |
| Umb Bank N A | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 154 | $3.49K | 0.00% | +154 | New |
| Fedenia Advisers LLC | 170 | $3.85K | 0.00% | +170 | New |
| JFS Wealth Advisors, LLC | 188 | $4.26K | 0.00% | +25+15.3% | Added |
| Geneos Wealth Management Inc. | 200 | $4.53K | 0.00% | −205−50.6% | Reduced |
| GWM Advisors LLC | 202 | $4.58K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 204 | $4.62K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 209 | $4.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 219 | $4.96K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 232 | $5.25K | 0.00% | +232 | New |
| Skopos Labs, Inc. | 245 | $5.55K | 0.00% | +245 | New |
| Sierra Ocean, LLC | 260 | $5.89K | 0.00% | +260 | New |
| JNBA Financial Advisors | 301 | $6.82K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 336 | $7.00K | 0.00% | −82−19.6% | Reduced |
| Cape Investment Advisory, Inc. | 313 | $7.09K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 354 | $8.02K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 419 | $9.49K | 0.00% | +419 | New |
| Steward Partners Investment Advisory, LLC | 432 | $9.78K | 0.00% | +432 | New |
| Versant Capital Management, Inc | 440 | $9.96K | 0.00% | +440 | New |
| MB, Levis & Associates, LLC | 478 | $10.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 502 | $11.4K | 0.00% | +38+8.2% | Added |
| CBIZ Investment Advisory Services, LLC | 556 | $12.6K | 0.00% | +556 | New |
| Rothschild Investment LLC | 611 | $13.8K | 0.00% | +387+172.8% | Added |
| Colonial Trust Advisors | 742 | $16.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 774 | $17.5K | 0.00% | +294+61.3% | Added |
| EverSource Wealth Advisors, LLC | 805 | $18.2K | 0.00% | −44−5.2% | Reduced |
| CIBC Private Wealth Group, LLC | 898 | $20.1K | 0.00% | −114−11.3% | Reduced |
| Centerpoint Advisors, LLC | 944 | $21.0K | 0.01% | +472+100.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $22.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,104 | $25.0K | 0.00% | +117+11.9% | Added |
| Lindbrook Capital, LLC | 1,142 | $25.9K | 0.00% | +176+18.2% | Added |
| Smartleaf Asset Management LLC | 1,224 | $27.8K | 0.00% | +806+192.8% | Added |
| Citigroup Inc | 1,263 | $28.6K | 0.00% | +74+6.2% | Added |
| CWM, LLC | 1,378 | $31.0K | 0.00% | −35−2.5% | Reduced |
| Sandy Spring Bank | 1,500 | $34.0K | 0.00% | −160−9.6% | Reduced |
| Proequities, Inc. | 1,525 | $35.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,567 | $35.5K | 0.03% | +125+8.7% | Added |
| Allworth Financial LP | 1,736 | $40.2K | 0.00% | +61+3.6% | Added |
| Paradigm Asset Management Co LLC | 1,800 | $40.8K | 0.01% | −200−10.0% | Reduced |
| Hartford Financial Management Inc. | 2,060 | $46.6K | 0.01% | −103−4.8% | Reduced |
| Bryn Mawr Trust Co | 2,097 | $47.5K | 0.00% | +293+16.2% | Added |
| GHP Investment Advisors, Inc. | 2,140 | $48.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,275 | $51.5K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,277 | $51.6K | 0.00% | +2,277 | New |
| Northwestern Mutual Wealth Management Co | 2,369 | $53.6K | 0.00% | +11+0.5% | Added |
| Russell Investments Group, Ltd. | 3,151 | $71.3K | 0.00% | +2,208+234.1% | Added |
| Parallel Advisors, LLC | 3,650 | $82.6K | 0.00% | +995+37.5% | Added |
| ORG Wealth Partners, LLC | 3,683 | $83.4K | 0.03% | −1,568−29.9% | Reduced |
| Simplex Trading, LLC | 3,806 | $86.0K | 0.00% | +3,430+912.2% | Added |
| Quadrant Capital Group LLC | 3,859 | $87.4K | 0.01% | +100+2.7% | Added |
| Advisor Group Holdings, Inc. | 4,150 | $94.0K | 0.00% | +2,150+107.5% | Added |
| Jones Financial Companies LLLP | 4,510 | $102.1K | 0.00% | +2,012+80.5% | Added |
| Venturi Wealth Management, LLC | 5,700 | $129.0K | 0.01% | +441+8.4% | Added |
| Ronald Blue Trust, Inc. | 5,734 | $129.8K | 0.00% | −7,129−55.4% | Reduced |
| GAMMA Investing LLC | 7,164 | $162.2K | 0.01% | +2,166+43.3% | Added |
| Assetmark, Inc | 7,210 | $163.2K | 0.00% | +4,777+196.3% | Added |
| Signaturefd, LLC | 7,393 | $167.4K | 0.00% | +1,052+16.6% | Added |
| Valley National Advisers Inc | 7,936 | $179.0K | 0.03% | −3,662−31.6% | Reduced |
| Barometer Capital Management Inc. | 9,800 | $187.1K | 0.07% | +9,800 | New |
| Arbor Investment Advisors, LLC | 8,850 | $200.4K | 0.03% | +8,850 | New |
| Franklin Street Advisors Inc | 8,896 | $201.0K | 0.01% | +8,896 | New |
| Cacti Asset Management LLC | 9,000 | $204.4K | 0.02% | −25,000−73.5% | Reduced |
| Evergreen Capital Management LLC | 9,145 | $207.0K | 0.01% | +9,145 | New |
| Yousif Capital Management, LLC | 9,179 | $207.8K | 0.00% | +9,179 | New |
| Autumn Glory Partners, LLC | 9,198 | $208.2K | 0.10% | +9,198 | New |
| The PNC Financial Services Group, Inc. | 9,278 | $210.1K | 0.00% | +442+5.0% | Added |
| Neuberger Berman Group LLC | 9,470 | $214.4K | 0.00% | +9,470 | New |
| Dorsey & Whitney Trust CO LLC | 9,541 | $216.0K | 0.01% | +9,541 | New |
| Clearbridge Investments, LLC | 9,624 | $217.9K | 0.00% | −370−3.7% | Reduced |
| Kimelman & Baird, LLC | 9,734 | $220.4K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,932 | $224.9K | 0.01% | +65+0.7% | Added |
| SG Americas Securities, LLC | 10,150 | $230.0K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 10,482 | $237.3K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,600 | $240.0K | 0.19% | 00.0% | Unchanged |