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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 10,891 | $246.6K | 0.00% | +10,891 | New |
| Ameriprise Financial Inc | 11,528 | $261.2K | 0.00% | −248−2.1% | Reduced |
| Syon Capital LLC | 11,552 | $261.5K | 0.02% | +11,552 | New |
| Campbell & CO Investment Adviser LLC | 11,594 | $262.5K | 0.02% | −19,419−62.6% | Reduced |
| AQR Capital Management LLC | 12,520 | $283.5K | 0.00% | +12,520 | New |
| Castleview Partners, LLC | 12,828 | $284.1K | 0.15% | −4,458−25.8% | Reduced |
| Squarepoint Ops LLC | 12,823 | $290.3K | 0.00% | +12,823 | New |
| Callan Capital, LLC | 13,104 | $296.7K | 0.02% | +13,104 | New |
| Commonwealth Equity Services, LLC | 13,248 | $300.0K | 0.00% | +53+0.4% | Added |
| Everett Harris & Co | 13,259 | $300.2K | 0.00% | −340−2.5% | Reduced |
| Qube Research & Technologies Ltd | 13,441 | $304.3K | 0.00% | +13,441 | New |
| Lodestar Private Asset Management LLC | 14,107 | $319.4K | 0.04% | −300−2.1% | Reduced |
| Mercer Global Advisors Inc | 14,525 | $328.8K | 0.00% | +56+0.4% | Added |
| Wulff, Hansen & Co. | 14,647 | $331.6K | 0.31% | −1,655−10.2% | Reduced |
| Natixis Advisors, L.P. | 14,667 | $332.0K | 0.00% | +14,667 | New |
| Guggenheim Capital LLC | 14,980 | $339.1K | 0.00% | +14,980 | New |
| Koss-Olinger Consulting, LLC | 15,000 | $340.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,690 | $355.2K | 0.00% | +15,690 | New |
| Meyer Handelman Co | 16,000 | $362.2K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 16,052 | $363.4K | 0.00% | −2,275−12.4% | Reduced |
| Riverwater Partners LLC | 16,381 | $370.9K | 0.18% | 00.0% | Unchanged |
| Toroso Investments, LLC | 16,385 | $371.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,814 | $381.0K | 0.00% | +1,795+12.0% | Added |
| HighTower Advisors, LLC | 17,890 | $405.0K | 0.00% | +1,305+7.9% | Added |
| Raymond James Financial Inc | 17,894 | $405.1K | 0.00% | +17,894 | New |
| Fox Run Management, L.L.C. | 18,195 | $411.9K | 0.07% | +18,195 | New |
| Atlas Capital Advisors LLC | 18,688 | $423.1K | 0.05% | +2,412+14.8% | Added |
| JPMorgan Chase & Co | 19,426 | $439.8K | 0.00% | +9,524+96.2% | Added |
| Ritholtz Wealth Management | 19,530 | $442.2K | 0.01% | −844−4.1% | Reduced |
| Jane Street Group, LLC | 19,729 | $446.7K | 0.00% | +19,729 | New |
| Glenmede Trust Co NA | 19,814 | $448.6K | 0.00% | +7,092+55.7% | Added |
| Cresset Asset Management, LLC | 20,400 | $461.9K | 0.00% | −34,198−62.6% | Reduced |
| US Bancorp | 20,429 | $462.5K | 0.00% | +1,610+8.6% | Added |
| Bank of New York Mellon Corp | 21,951 | $497.0K | 0.00% | +1,205+5.8% | Added |
| First Trust Advisors LP | 22,144 | $501.3K | 0.00% | +22,144 | New |
| Callan Family Office, LLC | 22,183 | $502.2K | 0.03% | +22,183 | New |
| Dimensional Fund Advisors LP | 22,820 | $516.6K | 0.00% | +10,600+86.7% | Added |
| Searle & Co. | 23,288 | $527.2K | 0.15% | 00.0% | Unchanged |
| Vident Advisory, LLC | 23,410 | $530.0K | 0.01% | +2,464+11.8% | Added |
| American Century Companies Inc | 24,046 | $544.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,643 | $649.0K | 0.00% | −12,871−31.0% | Reduced |
| National Bank of Canada | 29,756 | $673.7K | 0.00% | +6,486+27.9% | Added |
| Charles Schwab Investment Management Inc | 31,074 | $703.5K | 0.00% | +8,913+40.2% | Added |
| Signet Financial Management, LLC | 31,617 | $715.8K | 0.09% | −3,595−10.2% | Reduced |
| Cerity Partners LLC | 32,604 | $724.7K | 0.00% | +5,853+21.9% | Added |
| Legacy Wealth Asset Management, LLC | 32,285 | $730.9K | 0.20% | −612−1.9% | Reduced |
| Wells Fargo & Company | 32,325 | $731.9K | 0.00% | −176−0.5% | Reduced |
| JustInvest LLC | 33,540 | $759.3K | 0.01% | +6,232+22.8% | Added |
| O'Shaughnessy Asset Management, LLC | 33,678 | $762.5K | 0.01% | −2,800−7.7% | Reduced |
| Veracity Capital LLC | 37,192 | $842.0K | 0.31% | −14,467−28.0% | Reduced |
| Point72 Asset Management, L.P. | 37,539 | $849.9K | 0.00% | +37,539 | New |
| Uncommon Cents Investing LLC | 40,625 | $919.8K | 0.27% | −755−1.8% | Reduced |
| Highland Capital Management, LLC | 43,100 | $975.8K | 0.06% | −1,100−2.5% | Reduced |
| Sanctuary Advisors, LLC | 39,434 | $983.5K | 0.01% | +39,434 | New |
| Mork Capital Management, LLC | 47,190 | $1.07M | 0.70% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 48,600 | $1.10M | 0.00% | −11,400−19.0% | Reduced |
| Ethic Inc. | 49,286 | $1.12M | 0.02% | +9,856+25.0% | Added |
| Bank of America Corp | 49,627 | $1.12M | 0.00% | −9,678−16.3% | Reduced |
| Mariner, LLC | 52,552 | $1.19M | 0.00% | +11,871+29.2% | Added |
| Creative Planning | 53,310 | $1.21M | 0.00% | +15,300+40.3% | Added |
| UBS Group AG | 55,795 | $1.26M | 0.00% | +12,640+29.3% | Added |
| Davenport & Co LLC | 58,147 | $1.32M | 0.01% | +862+1.5% | Added |
| Pathstone Holdings, LLC | 59,584 | $1.35M | 0.01% | +23,489+65.1% | Added |
| Optiver Holding B.V. | 60,333 | $1.37M | 0.04% | +45,045+294.6% | Added |
| Crossmark Global Holdings, Inc. | 64,287 | $1.46M | 0.03% | +1,398+2.2% | Added |
| Nuveen Asset Management, LLC | 66,872 | $1.51M | 0.00% | −7,059−9.5% | Reduced |
| QRG Capital Management, Inc. | 67,973 | $1.54M | 0.02% | +9,706+16.7% | Added |
| Franklin Resources Inc | 70,299 | $1.59M | 0.00% | −4,341−5.8% | Reduced |
| Two Sigma Investments, LP | 85,399 | $1.93M | 0.00% | −53,247−38.4% | Reduced |
| CI Private Wealth, LLC | 88,381 | $2.00M | 0.00% | +2,918+3.4% | Added |
| Geode Capital Management, LLC | 90,750 | $2.05M | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 110,269 | $2.44M | 0.84% | −36,114−24.7% | Reduced |
| Quantinno Capital Management LP | 127,726 | $2.89M | 0.03% | +17,648+16.0% | Added |
| Marshall Wace, LLP | 129,581 | $2.93M | 0.00% | +72,740+128.0% | Added |
| FMR LLC | 147,184 | $3.33M | 0.00% | +70,833+92.8% | Added |
| Broyhill Asset Management | 150,686 | $3.41M | 3.01% | +150,686 | New |
| Old Mission Capital LLC | 156,592 | $3.55M | 0.08% | +156,592 | New |
| Abc Arbitrage SA | 186,161 | $4.21M | 0.60% | +186,161 | New |
| Arrowstreet Capital, Limited Partnership | 205,531 | $4.65M | 0.00% | −73,756−26.4% | Reduced |
| Moran Wealth Management, LLC | 254,710 | $5.77M | 0.18% | +21,334+9.1% | Added |
| Envestnet Asset Management Inc | 328,359 | $7.43M | 0.00% | −5,420−1.6% | Reduced |
| Northern Trust Corp | 362,190 | $8.20M | 0.00% | +113,953+45.9% | Added |
| BlackRock, Inc. | 469,615 | $10.6M | 0.00% | −6,474−1.4% | Reduced |
| Integral Health Asset Management, LLC | 600,000 | $13.6M | 1.20% | +150,000+33.3% | Added |
| Millennium Management LLC | 722,238 | $16.4M | 0.01% | +708,857+5,297.5% | Added |
| Goldman Sachs Group Inc | 778,618 | $17.6M | 0.00% | +109,295+16.3% | Added |
| Morgan Stanley | 1,034,959 | $23.4M | 0.00% | +3,057+0.3% | Added |
| Dodge & Cox | 4,173,510 | $94.5M | 0.05% | 00.0% | Unchanged |
| Fiduciary Management Inc | 6,308,663 | $142.8M | 1.33% | −252,521−3.8% | Reduced |
| Pzena Investment Management LLC | 15,283,025 | $346.0M | 1.18% | −932,644−5.8% | Reduced |
| XTX Topco Ltd | 0 | $0 | 0.00% | −39,769−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −31,118−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −25,389−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −22,901−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −20,560−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,706−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,340−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,127−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −628−100.0% | Sold out |