FRESENIUS MEDICAL CARE AG (FMS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
227
Reporting holders
$946.4M
Reported value
14.9%
Of shares outstanding
0.6%
Held as options
+19
Holder change
Institutions report 41,596,258 shares against 279,288,885 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-12-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | $339.0M | 14,992,081 | 1.00% | 20q | HELD |
| MORGAN STANLEY | $98.3M | 4,347,748 | 0.01% | 35q | +75.0%+$42.1M |
| Dodge & Cox | $86.5M | 3,826,910 | 0.05% | 18q | HELD |
| FIDUCIARY MANAGEMENT INC /WI/ | $66.4M | 2,937,829 | 0.94% | 22q | -34.2%-$34.5M |
| BRANDES INVESTMENT PARTNERS, LP | $43.3M | 1,916,090 | 0.30% | 2q | +18.9%+$6.9M |
| MILLENNIUM MANAGEMENT LLC | $35.5M | 1,571,805 | 0.01% | 8q | -4.2%-$1.6M |
| TODD ASSET MANAGEMENT LLC | $29.5M | 1,305,386 | 0.52% | 6q | +0.7%+$199.9K |
| GOLDMAN SACHS GROUP INC | $20.3M | 898,668 | 0.00% | 31q | +9.9%+$1.8M |
| BlackRock, Inc. | $19.5M | 860,302 | 0.00% | 8q | +37.1%+$5.3M |
| Quantinno Capital Management LP | $11.9M | 527,966 | 0.01% | 15q | +54.7%+$4.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $10.5M | 465,587 | 0.05% | 25q | +126.1%+$5.9M |
| ENVESTNET ASSET MANAGEMENT INC | $9.7M | 428,696 | 0.00% | 31q | +11.7%+$1.0M |
| NORTHERN TRUST CORP | $8.7M | 384,960 | 0.00% | 31q | +1.4%+$117.0K |
| WELLS FARGO & COMPANY/MN | $8.6M | 381,361 | 0.00% | 31q | -43.1%-$6.5M |
| RAYMOND JAMES FINANCIAL INC | $8.2M | 364,770 | 0.00% | 7q | -13.6%-$1.3M |
| Moran Wealth Management, LLC | $8.2M | 362,438 | 0.22% | 11q | +4.2%+$331.6K |
| Creative Planning | $6.7M | 297,333 | 0.00% | 15q | +61.8%+$2.6M |
| ROYAL BANK OF CANADA | $5.9M | 262,797 | 0.00% | 31q | +21.2%+$1.0M |
| RITHOLTZ WEALTH MANAGEMENT | $5.8M | 256,806 | 0.04% | 12q | +203.3%+$3.9M |
| FMR LLC | $5.6M | 245,682 | 0.00% | 31q | -16.8%-$1.1M |
| ABC ARBITRAGE SA | $5.4M | 239,751 | 0.59% | new | NEW |
| JPMORGAN CHASE & CO | $5.0M | 222,165 | 0.00% | 31q | +90.7%+$2.4M |
| UBS Group AG | $5.0M | 219,748 | 0.00% | 31q | +93.6%+$2.4M |
| D. E. Shaw & Co., Inc. | $4.8M | 210,747 | 0.00% | 3q | -50.9%-$4.9M |
| ASSETMARK, INC | $4.1M | 182,569 | 0.01% | 31q | +38.0%+$1.1M |
| Trexquant Investment LP | $4.1M | 179,887 | 0.02% | 2q | +435.5%+$3.3M |
| Cinctive Capital Management LP | $3.8M | 167,016 | 0.14% | 2q | +68.7%+$1.5M |
| NIA IMPACT ADVISORS, LLC | $3.1M | 136,769 | 1.28% | 6q | -7.3%-$244.8K |
| JANE STREET GROUP, LLC | $3.0M | 101,878 | 0.00% | 5q | +24.7%+$587.5K |
| Tidal Investments LLC | $2.3M | 99,790 | 0.00% | 14q | +96.0%+$1.1M |
| STIFEL FINANCIAL CORP | $2.2M | 95,180 | 0.00% | 2q | +18.0%+$328.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | options only | 0.00% | 7q | OPTIONS |
| QRG CAPITAL MANAGEMENT, INC. | $2.0M | 89,267 | 0.02% | 12q | +15.7%+$274.5K |
| BNP PARIBAS FINANCIAL MARKETS | $2.0M | 89,122 | 0.00% | 13q | -73.5%-$5.6M |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 84,703 | 0.00% | 7q | +118.7%+$1.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.9M | 83,644 | 0.00% | 10q | -1.4%-$26.9K |
| Sixth Street Partners Management Company, L.P. | $1.9M | 83,644 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $1.9M | 82,048 | 0.00% | 18q | +28.2%+$408.2K |
| SEARLE & CO. | $1.8M | 80,725 | 0.41% | 31q | HELD |
| CITADEL ADVISORS LLC | $1.8M | 38,048 | 0.00% | 19q | -32.8%-$867.1K |
| Point72 Asset Management, L.P. | $1.7M | 76,829 | 0.00% | 4q | -84.9%-$9.8M |
| SEI INVESTMENTS CO | $1.6M | 71,001 | 0.00% | 6q | -41.2%-$1.1M |
| SIMPLEX TRADING, LLC | $1.6M | options only | 0.00% | 16q | OPTIONS |
| Pathstone Holdings, LLC | $1.6M | 69,638 | 0.00% | 11q | +3.8%+$57.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.5M | 66,897 | 0.00% | new | NEW |
| XTX Topco Ltd | $1.5M | 66,073 | 0.02% | new | NEW |
| BANK OF MONTREAL /CAN/ | $1.4M | 62,368 | 0.00% | 2q | +37.9%+$387.8K |
| Advisors Asset Management, Inc. | $1.4M | 60,931 | 0.02% | 7q | -7.7%-$115.2K |
| BANK OF AMERICA CORP /DE/ | $1.3M | 59,517 | 0.00% | 31q | -27.8%-$518.9K |
| BAROMETER CAPITAL MANAGEMENT INC. | $1.3M | 58,200 | 0.37% | 5q | +26.0%+$271.3K |
| Crossmark Global Holdings, Inc. | $1.3M | 57,893 | 0.02% | 31q | +2.2%+$28.7K |
| TWO SIGMA INVESTMENTS, LP | $1.3M | 57,673 | 0.00% | 19q | -73.1%-$3.5M |
| MML INVESTORS SERVICES, LLC | $1.3M | 57,365 | 0.00% | 11q | +65.1%+$511.6K |
| LPL Financial LLC | $1.3M | 56,890 | 0.00% | 2q | +6.7%+$80.4K |
| Balyasny Asset Management L.P. | $1.3M | 56,827 | 0.00% | new | NEW |
| Mariner, LLC | $1.0M | 45,425 | 0.00% | 16q | -9.3%-$105.8K |
| Optiver Holding B.V. | $1.0M | 21,164 | 0.00% | 22q | HELD |
| Cerity Partners LLC | $991.3K | 43,841 | 0.00% | 16q | +7.9%+$72.3K |
| Callan Family Office, LLC | $954.8K | 42,231 | 0.02% | 7q | +94.7%+$464.5K |
| Vident Advisory, LLC | $920.4K | 40,709 | 0.01% | 9q | -9.7%-$99.3K |
| Uncommon Cents Investing LLC | $916.7K | 40,545 | 0.20% | 15q | HELD |
| Sequoia Financial Advisors, LLC | $893.7K | 39,527 | 0.00% | 2q | +95.0%+$435.3K |
| AMERICAN CENTURY COMPANIES INC | $876.2K | 38,751 | 0.00% | 22q | HELD |
| Summit Trail Advisors, LLC | $840.8K | 37,189 | 0.01% | 5q | -0.8%-$6.9K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | $829.8K | 36,700 | 0.04% | 12q | HELD |
| Ethic Inc. | $721.5K | 31,911 | 0.01% | 18q | -8.1%-$63.8K |
| QUADRANT CAPITAL GROUP LLC | $713.1K | 31,538 | 0.02% | 31q | +80.0%+$317.0K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $678.5K | 30,010 | 0.01% | 2q | +12.0%+$72.8K |
| IEQ CAPITAL, LLC | $652.4K | 28,855 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $647.8K | 28,469 | 0.00% | 9q | -37.4%-$386.6K |
| Summit Financial, LLC | $638.2K | 28,228 | 0.01% | 2q | HELD |
| Bank of New York Mellon Corp | $634.9K | 28,081 | 0.00% | 26q | +35.9%+$167.6K |
| Orion Porfolio Solutions, LLC | $634.4K | 28,057 | 0.00% | 2q | +24.5%+$124.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $625.0K | 27,642 | 0.00% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $623.7K | 27,587 | 0.01% | 16q | +18.0%+$95.1K |
| Caprock Group, LLC | $594.8K | 26,305 | 0.01% | 4q | +18.1%+$91.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $574.8K | 25,422 | 0.00% | 12q | +63.7%+$223.7K |
| ATLAS CAPITAL ADVISORS INC. | $568.8K | 25,186 | 0.03% | 7q | +100.0%+$284.4K |
| LANARK FINANCIAL, INC. | $542.8K | 24,007 | 0.04% | 2q | +13.8%+$65.9K |
| GLENMEDE TRUST CO NA | $492.1K | 21,763 | 0.00% | 6q | +4.5%+$21.0K |
| GAMMA Investing LLC | $490.5K | 21,695 | 0.02% | 11q | +170.9%+$309.5K |
| DMC Group, LLC | $488.1K | 21,588 | 0.33% | 4q | -3.9%-$19.7K |
| GUGGENHEIM CAPITAL LLC | $488.1K | 21,586 | 0.00% | 7q | HELD |
| RHUMBLINE ADVISERS | $477.8K | 21,134 | 0.00% | 13q | +12.8%+$54.3K |
| US BANCORP \DE\ | $476.4K | 21,069 | 0.00% | 31q | -8.4%-$43.8K |
| Steward Partners Investment Advisory, LLC | $471.5K | 20,853 | 0.00% | 7q | +47293.2%+$470.5K |
| DIMENSIONAL FUND ADVISORS LP | $468.7K | 20,729 | 0.00% | 31q | +6.5%+$28.6K |
| Cetera Investment Advisers | $444.3K | 19,651 | 0.00% | 3q | +23.5%+$84.4K |
| Kimelman & Baird, LLC | $440.2K | 19,468 | 0.02% | 16q | +100.0%+$220.1K |
| HighTower Advisors, LLC | $422.9K | 18,702 | 0.00% | 13q | +1.6%+$6.6K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $417.9K | 18,485 | 0.01% | 7q | -19.4%-$100.3K |
| FIFTH THIRD BANCORP | $415.5K | 18,375 | 0.00% | 31q | -2.1%-$8.8K |
| Aaron Wealth Advisors LLC | $409.2K | 18,099 | 0.02% | 2q | +10.3%+$38.1K |
| Schonfeld Strategic Advisors LLC | $387.1K | 17,122 | 0.00% | 2q | -75.0%-$1.2M |
| Laird Norton Wetherby Trust Company, LLC | $377.9K | 16,716 | 0.01% | 3q | +8.4%+$29.2K |
| Kathmere Capital Management, LLC | $362.1K | 16,013 | 0.02% | 2q | +65.3%+$143.0K |
| MEYER HANDELMAN CO | $361.8K | 16,000 | 0.01% | 31q | HELD |
| Nuveen, LLC | $360.5K | 15,944 | 0.00% | 6q | -54.4%-$429.2K |
| Versant Capital Management, Inc | $350.6K | 15,507 | 0.03% | 7q | +60.2%+$131.8K |
| Venturi Wealth Management, LLC | $347.2K | 15,357 | 0.01% | new | NEW |
Showing the largest 100 of 235 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 227 | $946.4M | 41,596,258 | 47 | 89 | 42 | 0.6% |
| Q1 2026 | 208 | $941.3M | 41,457,373 | 39 | 84 | 43 | 0.6% |
| Q4 2025 | 204 | $880.5M | 36,710,674 | 25 | 54 | 67 | 0.6% |
| Q3 2025 | 198 | $932.9M | 35,311,098 | 25 | 66 | 55 | 0.3% |
| Q2 2025 | 194 | $1.0B | 35,855,677 | 27 | 77 | 44 | 0.3% |
| Q1 2025 | 187 | $867.0M | 34,675,129 | 24 | 60 | 48 | 0.4% |
| Q4 2024 | 176 | $768.5M | 33,861,767 | 29 | 54 | 41 | 0.2% |
| Q3 2024 | 157 | $713.2M | 33,334,151 | 21 | 48 | 46 | 0.4% |
| Q2 2024 | 156 | $596.6M | 31,164,184 | 16 | 60 | 38 | 0.3% |
| Q1 2024 | 161 | $676.2M | 34,808,660 | 30 | 50 | 37 | 0.7% |
| Q4 2023 | 146 | $713.6M | 33,849,378 | 17 | 40 | 40 | 1.2% |
| Q3 2023 | 134 | $713.0M | 32,894,140 | 18 | 34 | 38 | 0.7% |
| Q2 2023 | 131 | $810.4M | 33,578,318 | 16 | 34 | 29 | 0.8% |
| Q1 2023 | 133 | $815.6M | 37,742,071 | 17 | 52 | 25 | 1.4% |
| Q4 2022 | 122 | $674.2M | 40,640,359 | 31 | 28 | 36 | 1.5% |
| Q3 2022 | 142 | $459.3M | 32,615,409 | 28 | 46 | 26 | 0.3% |
| Q2 2022 | 165 | $807.0M | 32,275,158 | 24 | 33 | 59 | 0.2% |
| Q1 2022 | 178 | $1.0B | 30,596,054 | 26 | 60 | 36 | 1.0% |
| Q4 2021 | 174 | $906.8M | 27,697,739 | 33 | 39 | 50 | 0.8% |
| Q3 2021 | 155 | $906.4M | 25,877,204 | 12 | 52 | 42 | 0.1% |
| Q2 2021 | 173 | $848.3M | 20,376,267 | 27 | 53 | 42 | 0.1% |
| Q1 2021 | 168 | $719.7M | 19,362,125 | 35 | 47 | 35 | 0.7% |
| Q4 2020 | 176 | $437.0M | 10,495,098 | 14 | 52 | 37 | 0.2% |
| Q3 2020 | 181 | $389.2M | 9,314,847 | 22 | 56 | 39 | 0.2% |
| Q2 2020 | 180 | $405.7M | 9,313,898 | 37 | 41 | 52 | 0.4% |
| Q1 2020 | 174 | $296.3M | 9,013,684 | 41 | 44 | 39 | 0.2% |
| Q4 2019 | 165 | $365.7M | 9,759,181 | 29 | 42 | 47 | 1.6% |
| Q3 2019 | 157 | $289.4M | 8,503,209 | 19 | 29 | 64 | 1.3% |
| Q2 2019 | 168 | $351.9M | 8,960,693 | 25 | 35 | 57 | 0.0% |
| Q1 2019 | 178 | $374.4M | 9,238,385 | 24 | 40 | 58 | 0.0% |
| Q4 2018 | 190 | $370.8M | 11,429,575 | 2 | 3 | 4 | 0.0% |