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, Q2 2025
Institutional positions in Fresenius Medical Care AG as of Jun 30, 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
- 208
- +10 vs. Q1 2025
- Shares held
- 36.7M
- +1.64M (+4.7%) vs. Q1 2025
- Total value
- $1.05B
- +$175.9M (+20.1%) vs. Q1 2025
- New holders
- 32
- 83 more added
- Sold out
- 22
- 49 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Fresenius Medical Care AG; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5 | $142 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $171 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $172 | 0.00% | −1−14.3% | Reduced |
| Zions Bancorporation, National Association | 17 | $486 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $515 | 0.00% | +18 | New |
| Investors Research Corp | 21 | $600 | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 22 | $621 | 0.00% | +22 | New |
| Creative Financial Designs Inc | 28 | $787 | 0.00% | −36−56.3% | Reduced |
| Bell Investment Advisors, Inc | 30 | $858 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $886 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 31 | $886 | 0.00% | +31 | New |
| Stephens Consulting, LLC | 31 | $886 | 0.00% | +31 | New |
| Bare Financial Services, Inc | 34 | $971 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $1.83K | 0.00% | +64 | New |
| CVA Family Office, LLC | 67 | $1.91K | 0.00% | −36−35.0% | Reduced |
| GW&K Investment Management, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 82 | $2.00K | 0.00% | +12+17.1% | Added |
| Parkside Financial Bank & Trust | 81 | $2.31K | 0.00% | +15+22.7% | Added |
| Highline Wealth Partners LLC | 85 | $2.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 88 | $2.51K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.86K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 109 | $3.12K | 0.00% | +2+1.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 148 | $3.58K | 0.00% | +148 | New |
| Umb Bank N A | 150 | $4.29K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 151 | $4.31K | 0.00% | +134+788.2% | Added |
| MAI Capital Management | 152 | $4.34K | 0.00% | +152 | New |
| BankPlus Trust Department | 154 | $4.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 176 | $5.03K | 0.00% | +142+417.6% | Added |
| JFS Wealth Advisors, LLC | 188 | $5.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 194 | $5.54K | 0.00% | −38−16.4% | Reduced |
| GWM Advisors LLC | 206 | $5.89K | 0.00% | +4+2.0% | Added |
| Eastern Bank | 209 | $5.97K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 219 | $6.26K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 222 | $6.34K | 0.00% | −156−41.3% | Reduced |
| CIBC Private Wealth Group, LLC | 277 | $7.93K | 0.00% | −897−76.4% | Reduced |
| JNBA Financial Advisors | 301 | $8.61K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 312 | $8.91K | 0.01% | +7+2.3% | Added |
| SBI Securities Co., Ltd. | 317 | $9.06K | 0.00% | +310+4,428.6% | Added |
| Cape Investment Advisory, Inc. | 328 | $9.37K | 0.00% | +90+37.8% | Added |
| Private Trust Co NA | 328 | $9.37K | 0.00% | +244+290.5% | Added |
| Geneos Wealth Management Inc. | 345 | $9.86K | 0.00% | −26−7.0% | Reduced |
| PrairieView Partners, LLC | 418 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 418 | $11.9K | 0.00% | +418 | New |
| Brown, Lisle/Cummings, Inc. | 419 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 464 | $13.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 478 | $13.7K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 556 | $15.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 640 | $18.3K | 0.00% | +29+4.7% | Added |
| Farther Finance Advisors, LLC | 768 | $22.0K | 0.00% | +3+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $26.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 944 | $27.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,074 | $30.3K | 0.00% | −115−9.7% | Reduced |
| CWM, LLC | 1,184 | $34.0K | 0.00% | −131−10.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,256 | $36.1K | 0.00% | +1,256 | New |
| Allworth Financial LP | 1,498 | $42.8K | 0.00% | +66+4.6% | Added |
| Atlantic Union Bankshares Corp | 1,500 | $42.9K | 0.00% | +1,500 | New |
| Bruce G. Allen Investments, LLC | 1,583 | $45.2K | 0.03% | +32+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,661 | $47.5K | 0.00% | −458−21.6% | Reduced |
| ORG Wealth Partners, LLC | 1,676 | $48.2K | 0.01% | −2,135−56.0% | Reduced |
| Acadian Asset Management LLC | 1,746 | $49.0K | 0.00% | +1,746 | New |
| Paradigm Asset Management Co LLC | 1,800 | $51.4K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,837 | $52.5K | 0.01% | −223−10.8% | Reduced |
| Hantz Financial Services, Inc. | 2,079 | $59.0K | 0.00% | +1,768+568.5% | Added |
| Bryn Mawr Trust Co | 2,097 | $59.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,140 | $61.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,267 | $64.8K | 0.00% | +1,163+105.3% | Added |
| Cromwell Holdings LLC | 2,275 | $65.0K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 2,355 | $67.3K | 0.00% | +1,618+219.5% | Added |
| AlphaCore Capital LLC | 2,544 | $72.7K | 0.00% | +2,544 | New |
| EverSource Wealth Advisors, LLC | 2,906 | $83.0K | 0.00% | +1,704+141.8% | Added |
| Valley National Advisers Inc | 3,066 | $87.0K | 0.01% | −209−6.4% | Reduced |
| Global Retirement Partners, LLC | 3,293 | $94.1K | 0.00% | +3,293 | New |
| Parallel Advisors, LLC | 3,838 | $109.7K | 0.00% | +80+2.1% | Added |
| Skopos Labs, Inc. | 4,072 | $116.3K | 0.02% | +2,787+216.9% | Added |
| TD Private Client Wealth LLC | 4,925 | $140.7K | 0.00% | +4,849+6,380.3% | Added |
| Russell Investments Group, Ltd. | 5,096 | $145.6K | 0.00% | +896+21.3% | Added |
| Cacti Asset Management LLC | 6,000 | $169.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,185 | $176.7K | 0.00% | +2,216+55.8% | Added |
| New York State Common Retirement Fund | 6,573 | $187.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,423 | $212.1K | 0.00% | +234+3.3% | Added |
| Truist Financial Corp | 7,501 | $214.3K | 0.00% | +7,501 | New |
| Summit Global Investments | 7,675 | $219.0K | 0.01% | −50,274−86.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,789 | $222.5K | 0.01% | +7,789 | New |
| RBF Capital, LLC | 8,100 | $231.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,151 | $232.9K | 0.01% | −405−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 8,308 | $237.4K | 0.00% | +8,308 | New |
| Arbor Investment Advisors, LLC | 8,850 | $252.8K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,851 | $252.9K | 0.00% | −6,582−42.6% | Reduced |
| Franklin Street Advisors Inc | 8,896 | $254.0K | 0.02% | 00.0% | Unchanged |
| Commons Capital, LLC | 8,895 | $254.1K | 0.19% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,946 | $255.6K | 0.00% | −1,945−17.9% | Reduced |
| Versant Capital Management, Inc | 8,951 | $255.7K | 0.04% | +2,303+34.6% | Added |
| Park Avenue Securities LLC | 8,976 | $256.0K | 0.00% | +8,976 | New |
| Wetherby Asset Management Inc | 9,134 | $261.0K | 0.01% | +9,134 | New |
| Clearbridge Investments, LLC | 9,624 | $275.0K | 0.00% | −103−1.1% | Reduced |
| Kimelman & Baird, LLC | 9,734 | $278.1K | 0.02% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,750 | $278.6K | 0.00% | −945−8.8% | Reduced |