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, Q1 2025
Institutional positions in Fresenius Medical Care AG as of Mar 31, 2025. 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
- 202
- +15 vs. Q4 2024
- Shares held
- 35.1M
- +1.16M (+3.4%) vs. Q4 2024
- Total value
- $874.0M
- +$105.6M (+13.7%) vs. Q4 2024
- New holders
- 31
- 65 more added
- Sold out
- 16
- 52 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $25 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $31 | 0.00% | +1 | New |
| Broadwater Capital Management LLC | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6 | $149 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $174 | 0.00% | +1+16.7% | Added |
| Abound Wealth Management | 7 | $175 | 0.00% | −3−30.0% | Reduced |
| Zions Bancorporation, National Association | 17 | $423 | 0.00% | +17 | New |
| NewSquare Capital LLC | 17 | $423 | 0.00% | +17 | New |
| Investors Research Corp | 21 | $523 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24 | $598 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $747 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $772 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $847 | 0.00% | +34 | New |
| First Horizon Advisors, Inc. | 34 | $868 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $872 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $1.17K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 64 | $1.59K | 0.00% | +64 | New |
| Parkside Financial Bank & Trust | 66 | $1.64K | 0.00% | +56+560.0% | Added |
| Cornerstone Planning Group LLC | 70 | $1.66K | 0.00% | −18−20.5% | Reduced |
| TD Private Client Wealth LLC | 76 | $1.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $2.09K | 0.00% | +84 | New |
| Highline Wealth Partners LLC | 85 | $2.12K | 0.00% | +85 | New |
| Raffa Wealth Management, LLC | 88 | $2.19K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.49K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 107 | $2.67K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 110 | $2.74K | 0.00% | +110 | New |
| Umb Bank N A | 150 | $3.73K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 150 | $3.73K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 154 | $3.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 188 | $4.68K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $5.03K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 209 | $5.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 219 | $5.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 232 | $5.78K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 238 | $5.93K | 0.00% | −75−24.0% | Reduced |
| JNBA Financial Advisors | 301 | $7.50K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 305 | $7.59K | 0.01% | +45+17.3% | Added |
| Lazard Asset Management LLC | 325 | $8.00K | 0.00% | −11−3.3% | Reduced |
| Hantz Financial Services, Inc. | 311 | $8.00K | 0.00% | +311 | New |
| Glass Jacobson Investment Advisors llc | 354 | $8.02K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 371 | $9.24K | 0.00% | +171+85.5% | Added |
| Steward Partners Investment Advisory, LLC | 378 | $9.41K | 0.00% | −54−12.5% | Reduced |
| PrairieView Partners, LLC | 418 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 419 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 464 | $11.6K | 0.00% | −38−7.6% | Reduced |
| MB, Levis & Associates, LLC | 478 | $11.9K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 556 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 611 | $15.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 737 | $18.4K | 0.00% | +737 | New |
| Farther Finance Advisors, LLC | 765 | $18.9K | 0.00% | −9−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $21.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 944 | $24.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,104 | $25.0K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,029 | $25.0K | 0.01% | +1,029 | New |
| CIBC Private Wealth Group, LLC | 1,174 | $26.5K | 0.00% | +276+30.7% | Added |
| Spire Wealth Management | 1,097 | $27.3K | 0.00% | +1,097 | New |
| Lindbrook Capital, LLC | 1,114 | $27.7K | 0.00% | −28−2.5% | Reduced |
| Coldstream Capital Management Inc | 1,161 | $28.9K | 0.00% | +1,161 | New |
| Citigroup Inc | 1,183 | $29.5K | 0.00% | −80−6.3% | Reduced |
| Smartleaf Asset Management LLC | 1,189 | $29.5K | 0.00% | −35−2.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,202 | $29.9K | 0.00% | +397+49.3% | Added |
| Skopos Labs, Inc. | 1,285 | $32.0K | 0.01% | +1,040+424.5% | Added |
| CWM, LLC | 1,315 | $33.0K | 0.00% | −63−4.6% | Reduced |
| Allworth Financial LP | 1,432 | $34.6K | 0.00% | −304−17.5% | Reduced |
| Sandy Spring Bank | 1,500 | $37.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,551 | $38.6K | 0.03% | −16−1.0% | Reduced |
| Paradigm Asset Management Co LLC | 1,800 | $44.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,950 | $48.6K | 0.00% | −2,200−53.0% | Reduced |
| Hartford Financial Management Inc. | 2,060 | $51.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,097 | $52.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,119 | $52.8K | 0.00% | −250−10.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,140 | $53.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,275 | $56.6K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,275 | $81.0K | 0.01% | −4,661−58.7% | Reduced |
| Parallel Advisors, LLC | 3,758 | $93.6K | 0.00% | +108+3.0% | Added |
| ORG Wealth Partners, LLC | 3,811 | $94.3K | 0.03% | +128+3.5% | Added |
| Ronald Blue Trust, Inc. | 3,969 | $98.8K | 0.00% | −1,765−30.8% | Reduced |
| Russell Investments Group, Ltd. | 4,200 | $104.6K | 0.00% | +1,049+33.3% | Added |
| Cacti Asset Management LLC | 6,000 | $148.7K | 0.01% | −3,000−33.3% | Reduced |
| New York State Common Retirement Fund | 6,573 | $163.7K | 0.00% | +6,573 | New |
| Versant Capital Management, Inc | 6,648 | $165.5K | 0.03% | +6,208+1,410.9% | Added |
| Signaturefd, LLC | 7,189 | $179.0K | 0.00% | −204−2.8% | Reduced |
| Fifth Third Bancorp | 7,660 | $190.7K | 0.00% | +7,456+3,654.9% | Added |
| Advisors Asset Management, Inc. | 7,817 | $194.6K | 0.00% | +5,540+243.3% | Added |
| RBF Capital, LLC | 8,100 | $201.7K | 0.01% | +8,100 | New |
| Evergreen Capital Management LLC | 8,556 | $213.0K | 0.01% | −589−6.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,767 | $218.3K | 0.01% | +8,645+7,086.1% | Added |
| Arbor Investment Advisors, LLC | 8,850 | $220.4K | 0.03% | 00.0% | Unchanged |
| Commons Capital, LLC | 8,895 | $221.5K | 0.20% | +8,895 | New |
| Franklin Street Advisors Inc | 8,896 | $222.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 8,934 | $222.5K | 0.00% | +1,724+23.9% | Added |
| The PNC Financial Services Group, Inc. | 9,093 | $226.4K | 0.00% | −185−2.0% | Reduced |
| Yousif Capital Management, LLC | 9,179 | $228.6K | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 9,198 | $229.0K | 0.12% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,272 | $230.9K | 0.01% | +9,272 | New |
| Neuberger Berman Group LLC | 9,546 | $237.7K | 0.00% | +76+0.8% | Added |