Fresenius Medical Care AG

FMS

Exchange: NYSE
Industry: Services-Misc Health & Allied Services, NEC
SEC CIK: 0001333141

SEC filings (opens in a new tab)

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

Q1 2025 vs. Q4 2024

How the institutions holding Fresenius Medical Care AG changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of FMS: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	190	3	202	+15
Shares	34.0M	76.8K	35.1M	+1.16M (+3.4%)
Value	$770.1M	$1.74M	$874.0M	+$105.6M (+13.7%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Fresenius Medical Care AG at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to FMS in Q1 2025
Institution	Shares	Value	% of portfolio
Todd Asset Management LLC	482,296	$12.0M	0.28%
Teachers Retirement System of the State of Kentucky	298,000	$7.42M	0.07%
TownSquare Capital, LLC	130,753	$3.26M	0.03%
Nia Impact Advisors, LLC	122,325	$3.05M	1.13%
Summit Global Investments	57,949	$1.44M	0.11%
Nuveen, LLC	55,991	$1.39M	0.00%
TrueMark Investments, LLC	27,107	$675.0K	0.18%
Corient IA LLC	25,000	$622.5K	0.44%
Clear Street Markets LLC	15,919	$396.4K	0.27%
Kestra Private Wealth Services, LLC	11,485	$286.0K	0.00%
Virtus ETF Advisers LLC	11,033	$274.7K	0.18%
Harris Associates L PSuperinvestorHarris Associates (Oakmark)	10,695	$266.3K	0.00%
SEI Investments Co	9,922	$247.1K	0.00%
Centiva Capital, LP	9,272	$230.9K	0.01%
Commons Capital, LLC	8,895	$221.5K	0.20%
RBF Capital, LLC	8,100	$201.7K	0.01%
New York State Common Retirement Fund	6,573	$163.7K	0.00%
Coldstream Capital Management Inc	1,161	$28.9K	0.00%
Spire Wealth Management	1,097	$27.3K	0.00%
Wayfinding Financial, LLC	1,029	$25.0K	0.01%
Huntington National Bank	737	$18.4K	0.00%
Hantz Financial Services, Inc.	311	$8.00K	0.00%
CoreCap Advisors, LLC	110	$2.74K	0.00%
Highline Wealth Partners LLC	85	$2.12K	0.00%
Private Trust Co NA	84	$2.09K	0.00%
Creative Financial Designs Inc	64	$1.59K	0.00%
Bare Financial Services, Inc	34	$847	0.00%
Zions Bancorporation, National Association	17	$423	0.00%
NewSquare Capital LLC	17	$423	0.00%
Halbert Hargrove Global Advisors, LLC	1	$31	0.00%
Bogart Wealth, LLC	1	$25	0.00%

Sold out (16)

Institutions that held Fresenius Medical Care AG at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of FMS in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
CI Private Wealth, LLC	88,381	$2.00M
Davenport & Co LLC	58,147	$1.32M
Mork Capital Management, LLC	47,190	$1.07M
Legacy Wealth Asset Management, LLC	32,285	$730.9K
Jane Street Group, LLC	19,729	$446.7K
Squarepoint Ops LLC	12,823	$290.3K
Castleview Partners, LLC	12,828	$284.1K
Virtus Investment Advisers, Inc.	10,600	$240.0K
Dorsey & Whitney Trust CO LLC	9,541	$216.0K
Barometer Capital Management Inc.	9,800	$187.1K
Venturi Wealth Management, LLC	5,700	$129.0K
Simplex Trading, LLC	3,806	$86.0K
Proequities, Inc.	1,525	$35.3K
Colonial Trust Advisors	742	$16.8K
Fedenia Advisers LLC	170	$3.85K
Mendota Financial Group, LLC	8	$182

Not filed for Q1 2025 yet (3)

Institutions that held Fresenius Medical Care AG at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FMS in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	66,872	$1.51M
Wetherby Asset Management Inc	9,932	$224.9K
Zions Bancorporation, N.A.	17	$385