Fresenius Medical Care AG FMS Institutional Ownership

NYSE FMS

$22.66 +0.20 (+0.89%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

235 Institutions

Increased 151 64.3%

Unchanged 43 18.3%

Reduced 41 17.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

42.20%

▼-1.17 pp QoQ

Shares Held by Institutions

40.96Mn

of 97.06Mn outstanding

▲+0.86% QoQ

Shares Outstanding

97.06Mn

56.10Mn held outside 13F filers

Institutional Investors

235

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+348.98K

accumulated since last quarter

Value of Holdings

$928.12Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Fresenius Medical Care AG (NYSE:FMS) showed up in the 13F filings of 235 institutional investors as of June 2026.

These investors collectively held 42.2% of Fresenius Medical Care AG's outstanding shares in June 2026, down from 43.4% in March 2026.
Their total shares held in FMS increased 0.86% from the prior quarter, while the number of investors in Fresenius Medical Care AG increased 13.53% year over year.
Of these 235 holders, 151 added to their stakes in Fresenius Medical Care AG, 41 trimmed positions, and 43 made no changes.
The aggregate institutional position in Fresenius Medical Care AG amounted to 40.96Mn shares as of June 2026, up by 348.98K shares quarter on quarter, and up 6.53Mn shares year over year.
As of June 30, 2026, PZENA INVESTMENT MANAGEMENT LLC held the largest stake in Fresenius Medical Care AG with 14.99Mn shares, accounting for 15.45% of total shares outstanding.
The most significant purchases of FMS for the quarter ending June 2026 came from BRANDES INVESTMENT PARTNERS, LP (305.24K), Morgan Stanley (259.94K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (259.71K), ABC ARBITRAGE SA (239.75K), BlackRock, Inc. (232.63K).
The biggest sellers of Fresenius Medical Care AG for the quarter ending June 2026 included FIDUCIARY MANAGEMENT INC /WI/ (1.52Mn), Point72 Asset Management, L.P. (433.08K), BNP PARIBAS FINANCIAL MARKETS (246.67K), D. E. Shaw & Co., Inc. (218.58K), TWO SIGMA INVESTMENTS, LP (156.7K).
According to Business Quant data, leading holders of FMS for June 2026 are PZENA INVESTMENT MANAGEMENT LLC (14.99Mn), DODGE & COX (3.83Mn), FIDUCIARY MANAGEMENT INC /WI/ (2.94Mn), Morgan Stanley (2.74Mn), BRANDES INVESTMENT PARTNERS, LP (1.92Mn), MILLENNIUM MANAGEMENT LLC (1.57Mn), TODD ASSET MANAGEMENT LLC (1.31Mn), Goldman Sachs Group Inc (898.67K), BlackRock, Inc. (860.3K), TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY (816.2K).

Form 13F Holdings

235 Institutional Holders

Report period 30 Jun, 2026

Total shares held 40.96Mn

Of outstanding 42.20%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	PZENA INVESTMENT MANAGEMENT LLC	0001027796	14,992,081	15.45%	▼60,741	-0.40%	$338.97Mn
2	DODGE & COX	0000200217	3,826,910	3.94%	0	0.00%	$86.53Mn
3	FIDUCIARY MANAGEMENT INC /WI/	0000764532	2,937,829	3.03%	▼1,524,277	-34.16%	$66.42Mn
4	Morgan Stanley	0000895421	2,744,748	2.83%	▲259,938	+10.46%	$62.06Mn
5	BRANDES INVESTMENT PARTNERS, LP	0001015079	1,916,090	1.97%	▲305,241	+18.95%	$43.32Mn
6	MILLENNIUM MANAGEMENT LLC	0001273087	1,571,805	1.62%	▼69,496	-4.23%	$35.54Mn
7	TODD ASSET MANAGEMENT LLC	0001071483	1,305,386	1.34%	▲8,843	+0.68%	$29.51Mn
8	Goldman Sachs Group Inc	0000886982	898,668	0.93%	▲80,666	+9.86%	$20.32Mn
9	BlackRock, Inc.	0002012383	860,302	0.89%	▲232,633	+37.06%	$19.45Mn
10	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0000714142	816,200	0.84%	0	0.00%	$18.45K
11	Quantinno Capital Management LP	0001759654	527,966	0.54%	▲186,623	+54.67%	$11.94Mn
12	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0001423442	465,587	0.48%	▲259,711	+126.15%	$10.53Mn
13	ENVESTNET ASSET MANAGEMENT INC	0001407543	428,696	0.44%	▲44,925	+11.71%	$9.69Mn
14	Northern Trust Corp	0000073124	384,960	0.40%	▲5,176	+1.36%	$8.70Mn
15	Wells Fargo & Company/Mn	0000072971	381,361	0.39%	▲46,506	+13.89%	$8.62Mn
16	Raymond James Financial Inc	0000720005	364,770	0.38%	▼57,654	-13.65%	$8.25Mn
17	Moran Wealth Management, LLC	0001965334	362,438	0.37%	▲14,665	+4.22%	$8.19Mn
18	Creative Planning	0001540235	297,333	0.31%	▲113,515	+61.75%	$6.72Mn
19	Royal Bank Of Canada	0001000275	262,797	0.27%	▲45,936	+21.18%	$5.94Mn
20	FMR LLC	0000315066	245,682	0.25%	▼49,707	-16.83%	$5.55Mn

Showing 1 to 20 of 235 holders