Fresenius Medical Care AG FMS Institutional Ownership

NYSE FMS
$21.59 +0.18 (+0.86%)
As of: Oct 21, 2026 · 11:26 AM EDT

Institutions by Trading Activity

234 Institutions
Increased 150 64.1%
Unchanged 43 18.4%
Reduced 41 17.5%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
7.32%
▼-0.22 pp QoQ
Shares Held by Institutions
40.88Mn
of 558.58Mn outstanding
▼-2.90% QoQ
Shares Outstanding
558.58Mn
517.70Mn held outside 13F filers
Institutional Investors
234
filed 13F for Jun 2026
▲+17 vs prior quarter
Net Shares Added (QoQ)
-1.22Mn
distributed since last quarter
Value of Holdings
$903.75Mn
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

Fresenius Medical Care AG (NYSE:FMS) was reported as a holding by 234 institutional investors in 13F filings for the quarter ended June 30, 2026.

Form 13F Holdings

234 Institutional Holders

Report period 30 Jun, 2026
Total shares held 40.88Mn
Of outstanding 7.32%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 PZENA INVESTMENT MANAGEMENT LLC 0001027796 14,992,081 2.68% ▼60,741 -0.40% $338.97Mn
2 DODGE & COX 0000200217 3,826,910 0.69% 0 0.00% $86.53Mn
3 FIDUCIARY MANAGEMENT INC /WI/ 0000764532 2,937,829 0.53% ▼1,524,277 -34.16% $66.42Mn
4 Morgan Stanley 0000895421 2,744,748 0.49% ▲259,938 +10.46% $62.06Mn
5 BRANDES INVESTMENT PARTNERS, LP 0001015079 1,916,090 0.34% ▲305,241 +18.95% $43.32Mn
6 MILLENNIUM MANAGEMENT LLC 0001273087 1,571,805 0.28% ▼69,496 -4.23% $35.54Mn
7 TODD ASSET MANAGEMENT LLC 0001071483 1,305,386 0.23% ▲8,843 +0.68% $29.51Mn
8 Goldman Sachs Group Inc 0000886982 898,668 0.16% ▲80,666 +9.86% $20.32Mn
9 BlackRock, Inc. 0002012383 860,302 0.15% ▲232,633 +37.06% $19.45Mn
10 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0000714142 816,200 0.15% 0 0.00% $18.45K
11 Quantinno Capital Management LP 0001759654 527,966 0.09% ▲186,623 +54.67% $11.94Mn
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0001423442 465,587 0.08% ▲259,711 +126.15% $10.53Mn
13 ENVESTNET ASSET MANAGEMENT INC 0001407543 428,696 0.08% ▲44,925 +11.71% $9.69Mn
14 Northern Trust Corp 0000073124 384,960 0.07% ▲5,176 +1.36% $8.70Mn
15 Wells Fargo & Company/Mn 0000072971 381,361 0.07% ▲46,506 +13.89% $8.62Mn
16 Raymond James Financial Inc 0000720005 364,770 0.07% ▼57,654 -13.65% $8.25Mn
17 Moran Wealth Management, LLC 0001965334 362,438 0.06% ▲14,665 +4.22% $8.19Mn
18 Creative Planning 0001540235 297,333 0.05% ▲113,515 +61.75% $6.72Mn
19 Royal Bank Of Canada 0001000275 262,797 0.05% ▲45,936 +21.18% $5.94Mn
20 FMR LLC 0000315066 245,682 0.04% ▼49,707 -16.83% $5.55Mn