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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 9,179 | $207.8K | 0.00% | +9,179 | New |
| Evergreen Capital Management LLC | 9,145 | $207.0K | 0.01% | +9,145 | New |
| Cacti Asset Management LLC | 9,000 | $204.4K | 0.02% | −25,000−73.5% | Reduced |
| Franklin Street Advisors Inc | 8,896 | $201.0K | 0.01% | +8,896 | New |
| Arbor Investment Advisors, LLC | 8,850 | $200.4K | 0.03% | +8,850 | New |
| Barometer Capital Management Inc. | 9,800 | $187.1K | 0.07% | +9,800 | New |
| Valley National Advisers Inc | 7,936 | $179.0K | 0.03% | −3,662−31.6% | Reduced |
| Signaturefd, LLC | 7,393 | $167.4K | 0.00% | +1,052+16.6% | Added |
| Assetmark, Inc | 7,210 | $163.2K | 0.00% | +4,777+196.3% | Added |
| GAMMA Investing LLC | 7,164 | $162.2K | 0.01% | +2,166+43.3% | Added |
| Ronald Blue Trust, Inc. | 5,734 | $129.8K | 0.00% | −7,129−55.4% | Reduced |
| Venturi Wealth Management, LLC | 5,700 | $129.0K | 0.01% | +441+8.4% | Added |
| Jones Financial Companies LLLP | 4,510 | $102.1K | 0.00% | +2,012+80.5% | Added |
| Advisor Group Holdings, Inc. | 4,150 | $94.0K | 0.00% | +2,150+107.5% | Added |
| Quadrant Capital Group LLC | 3,859 | $87.4K | 0.01% | +100+2.7% | Added |
| Simplex Trading, LLC | 3,806 | $86.0K | 0.00% | +3,430+912.2% | Added |
| ORG Wealth Partners, LLC | 3,683 | $83.4K | 0.03% | −1,568−29.9% | Reduced |
| Parallel Advisors, LLC | 3,650 | $82.6K | 0.00% | +995+37.5% | Added |
| Russell Investments Group, Ltd. | 3,151 | $71.3K | 0.00% | +2,208+234.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,369 | $53.6K | 0.00% | +11+0.5% | Added |
| Advisors Asset Management, Inc. | 2,277 | $51.6K | 0.00% | +2,277 | New |
| Cromwell Holdings LLC | 2,275 | $51.5K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,140 | $48.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,097 | $47.5K | 0.00% | +293+16.2% | Added |
| Hartford Financial Management Inc. | 2,060 | $46.6K | 0.01% | −103−4.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,800 | $40.8K | 0.01% | −200−10.0% | Reduced |
| Allworth Financial LP | 1,736 | $40.2K | 0.00% | +61+3.6% | Added |
| Bruce G. Allen Investments, LLC | 1,567 | $35.5K | 0.03% | +125+8.7% | Added |
| Proequities, Inc. | 1,525 | $35.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,500 | $34.0K | 0.00% | −160−9.6% | Reduced |
| CWM, LLC | 1,378 | $31.0K | 0.00% | −35−2.5% | Reduced |
| Citigroup Inc | 1,263 | $28.6K | 0.00% | +74+6.2% | Added |
| Smartleaf Asset Management LLC | 1,224 | $27.8K | 0.00% | +806+192.8% | Added |
| Lindbrook Capital, LLC | 1,142 | $25.9K | 0.00% | +176+18.2% | Added |
| Principal Securities, Inc. | 1,104 | $25.0K | 0.00% | +117+11.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $22.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 944 | $21.0K | 0.01% | +472+100.0% | Added |
| CIBC Private Wealth Group, LLC | 898 | $20.1K | 0.00% | −114−11.3% | Reduced |
| EverSource Wealth Advisors, LLC | 805 | $18.2K | 0.00% | −44−5.2% | Reduced |
| Farther Finance Advisors, LLC | 774 | $17.5K | 0.00% | +294+61.3% | Added |
| Colonial Trust Advisors | 742 | $16.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 611 | $13.8K | 0.00% | +387+172.8% | Added |
| CBIZ Investment Advisory Services, LLC | 556 | $12.6K | 0.00% | +556 | New |
| IFP Advisors, Inc | 502 | $11.4K | 0.00% | +38+8.2% | Added |
| MB, Levis & Associates, LLC | 478 | $10.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 440 | $9.96K | 0.00% | +440 | New |
| Steward Partners Investment Advisory, LLC | 432 | $9.78K | 0.00% | +432 | New |
| Brown, Lisle/Cummings, Inc. | 419 | $9.49K | 0.00% | +419 | New |
| PrairieView Partners, LLC | 418 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 354 | $8.02K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 313 | $7.09K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 336 | $7.00K | 0.00% | −82−19.6% | Reduced |
| JNBA Financial Advisors | 301 | $6.82K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 260 | $5.89K | 0.00% | +260 | New |
| Skopos Labs, Inc. | 245 | $5.55K | 0.00% | +245 | New |
| UMA Financial Services, Inc. | 232 | $5.25K | 0.00% | +232 | New |
| WealthCollab, LLC | 219 | $4.96K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 209 | $4.73K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 204 | $4.62K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $4.58K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $4.53K | 0.00% | −205−50.6% | Reduced |
| JFS Wealth Advisors, LLC | 188 | $4.26K | 0.00% | +25+15.3% | Added |
| Fedenia Advisers LLC | 170 | $3.85K | 0.00% | +170 | New |
| BankPlus Trust Department | 154 | $3.49K | 0.00% | +154 | New |
| Umb Bank N A | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 122 | $2.76K | 0.00% | −1,088−89.9% | Reduced |
| Glen Eagle Advisors, LLC | 107 | $2.43K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $2.33K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 88 | $2.17K | 0.00% | +55+166.7% | Added |
| GW&K Investment Management, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 88 | $1.99K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 76 | $1.72K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $1.06K | 0.00% | +21+80.8% | Added |
| True Wealth Design, LLC | 35 | $793 | 0.00% | +8+29.6% | Added |
| First Horizon Advisors, Inc. | 34 | $789 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $702 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $680 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24 | $543 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $475 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $385 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $227 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $227 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 8 | $182 | 0.00% | +2+33.3% | Added |
| Citadel Advisors LLC | 6 | $136 | 0.00% | −68,329−100.0% | Reduced |
| SBI Securities Co., Ltd. | 6 | $136 | 0.00% | +6 | New |
| Broadwater Capital Management LLC | 5 | $113 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |