Fresenius Medical Care-ADRFMS

13F holders, Q2 2026 (June 30)
234holders +14
44new positions
29sold out
5famous investors
$22.61avg. 13F price*

At the end of Q2 2026, 234 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings, up 14 from Q1 2026. 44 opened new positions and 29 sold out. The largest holders were Pzena Investment Management LLC ($339.0M), Morgan Stanley ($98.3M) and Dodge & Cox ($86.5M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Fresenius Medical Care-ADR
CUSIP
358029106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 172Q1 2024Q2 2024: 167Q2 2024Q3 2024: 168Q3 2024Q4 2024: 190Q4 2024Q1 2025: 202Q1 2025Q2 2025: 208Q2 2025Q3 2025: 206Q3 2025Q4 2025: 214Q4 2025Q1 2026: 220Q1 2026Q2 2026: 234Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions44$14.7M
Exits29$33.0M

All 13F filers, Q1 2026 → Q2 2026: 4,889,250 shares bought and 4,473,227 shares sold, net +416,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 234 holders

Pzena Investment Management LLC 0.99% Reduce -0.4% 14,992,081 $339.0M
Morgan Stanley 0.01% Add +75.0% 4,347,748 $98.3M
Dodge & Cox 0.05% No change 3,826,910 $86.5M
Fiduciary Management Inc. 0.94% Reduce -34.2% 2,937,829 $66.4M
Brandes Investment Partners, LP 0.30% Add +18.9% 1,916,090 $43.3M
Millennium Management 0.02% Reduce -4.2% 1,571,805 $35.5M
Todd Asset Management LLC 0.52% Add +0.7% 1,305,386 $29.5M
Goldman Sachs Group Inc. 0.00% Add +9.9% 898,668 $20.3M
BlackRock, Inc. 0.00% Add +37.1% 860,302 $19.5M
Teachers Retirement System of the State of Kentucky 0.13% No change 816,200 $18.5M
Quantinno Capital Management LP 0.01% Add +54.7% 527,966 $11.9M
O'shaughnessy Asset Management, LLC 0.05% Add +126.2% 465,587 $10.5M
Envestnet Asset Management Inc. 0.00% Add +11.7% 428,696 $9.7M
Northern Trust Corp. 0.00% Add +1.4% 384,960 $8.7M
Wells Fargo & Company 0.00% Add +13.9% 381,361 $8.6M
Raymond James Financial Inc. 0.00% Reduce -13.7% 364,770 $8.2M
Moran Wealth Management, LLC 0.22% Add +4.2% 362,438 $8.2M
Creative Planning 0.00% Add +61.8% 297,333 $6.7M
Royal Bank of Canada 0.00% Add +21.2% 262,797 $5.9M
FMR LLC 0.00% Reduce -16.8% 245,682 $5.6M
Abc Arbitrage SA 0.59% New 239,751 $5.4M
JPMorgan Chase & Co. 0.00% Add +90.7% 222,165 $5.0M
UBS Group AG 0.00% Add +93.6% 219,748 $5.0M
D. E. Shaw & Co. 0.00% Reduce -50.9% 210,747 $4.8M
HRT Financial LP 0.01% Add +139.7% 205,722 $4.7M
Assetmark, Inc. 0.01% Add +38.0% 182,569 $4.1M
Trexquant Investment LP 0.03% Add +435.5% 179,887 $4.1M
Cinctive Capital Management LP 0.15% Add +68.7% 167,016 $3.8M
Nia Impact Advisors, LLC 1.28% Reduce -7.3% 136,769 $3.1M
Ritholtz Wealth Management 0.04% Add +51.7% 128,403 $2.9M
Jane Street Group, LLC 0.00% Add +24.7% 101,878 $2.3M
Tidal Investments LLC 0.01% Add +96.0% 99,790 $2.3M
Stifel Financial Corp. 0.00% Add +18.0% 95,180 $2.2M
QRG Capital Management, Inc. 0.02% Add +15.7% 89,267 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -73.5% 89,122 $2.0M
AQR Capital Management 0.00% Add +118.7% 84,703 $1.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.4% 83,644 $1.9M
Hantz Financial Services, Inc. 0.03% Add +0.3% 82,644 $1.9M
National Bank of Canada 0.00% Add +28.2% 82,048 $1.9M
Searle & Co. 0.41% No change 80,725 $1.8M
Point72 Asset Management 0.00% Reduce -84.9% 76,829 $1.7M
Sei Investments Co. 0.00% Reduce -41.2% 71,001 $1.6M
Pathstone Holdings, LLC 0.00% Add +3.8% 69,638 $1.6M
Arrowstreet Capital, Limited Partnership 0.00% New 66,897 $1.5M
XTX Topco Ltd 0.02% New 66,073 $1.5M
Bank of Montreal 0.00% Add +37.9% 62,368 $1.4M
Advisors Asset Management, Inc. 0.02% Reduce -7.7% 60,931 $1.4M
Bank of America Corp. 0.00% Reduce -27.8% 59,517 $1.3M
Barometer Capital Management Inc. 0.37% Add +26.0% 58,200 $1.3M
Crossmark Global Holdings, Inc. 0.02% Add +2.2% 57,893 $1.3M
Two Sigma Investments, LP 0.00% Reduce -73.1% 57,673 $1.3M
MML Investors Services, LLC 0.00% Add +65.2% 57,365 $1.3M
LPL Financial LLC 0.00% Add +6.7% 56,890 $1.3M
Balyasny Asset Management L.P. 0.00% New 56,827 $1.3M
Mariner, LLC 0.00% Reduce -9.3% 45,425 $1.0M
Cerity Partners LLC 0.00% Add +7.9% 43,841 $991K
Callan Family Office, LLC 0.02% Add +94.7% 42,231 $955K
Vident Advisory, LLC 0.01% Reduce -9.7% 40,709 $920K
Uncommon Cents Investing LLC 0.20% Add +0.1% 40,545 $917K
Sequoia Financial Advisors, LLC 0.00% Add +95.0% 39,527 $894K
American Century Companies Inc. 0.00% Add +0.4% 38,751 $876K
Citadel Advisors 0.00% Reduce -32.8% 38,048 $860K
Summit Trail Advisors, LLC 0.01% Reduce -0.8% 37,189 $841K
Highland Capital Management, LLC 0.04% Add +0.1% 36,700 $830K
Ethic Inc. 0.01% Reduce -8.1% 31,911 $722K
Quadrant Capital Group LLC 0.02% Add +80.0% 31,538 $713K
Oppenheimer Asset Management Inc. 0.01% Add +12.0% 30,010 $679K
Ieq Capital, LLC 0.00% New 28,855 $652K
Ameriprise Financial Inc. 0.00% Add +25.3% 28,469 $648K
Summit Financial, LLC 0.01% Add +0.5% 28,228 $638K
Bank of New York Mellon Corp 0.00% Add +35.9% 28,081 $635K
Orion Porfolio Solutions, LLC 0.00% Add +24.5% 28,057 $634K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 27,642 $625K
Vanguard Personalized Indexing Management, LLC 0.01% Add +18.0% 27,587 $624K
Caprock Group, LLC 0.01% Add +18.1% 26,305 $595K
Lanark Financial, Inc. 0.04% Add +13.8% 24,007 $543K
Glenmede Trust Co. NA 0.00% Add +4.5% 21,763 $492K
GAMMA Investing LLC 0.02% Add +170.9% 21,695 $491K
DMC Group, LLC 0.33% Reduce -3.9% 21,588 $488K
Guggenheim Capital LLC 0.00% Reduce -0.4% 21,586 $488K
Optiver Holding B.V. 0.01% New 21,164 $479K
Rhumbline Advisers 0.00% Add +12.8% 21,134 $478K
US Bancorp \de 0.00% Reduce -8.4% 21,069 $476K
Steward Partners Investment Advisory, LLC 0.00% Add +47293.2% 20,853 $471K
Dimensional Fund Advisors LP 0.00% Add +6.5% 20,729 $469K
Cetera Investment Advisers 0.00% Add +23.5% 19,651 $444K
HighTower Advisors, LLC 0.00% Add +1.6% 18,702 $423K
Evergreen Capital Management LLC 0.01% Reduce -19.4% 18,485 $418K
Fifth Third Bancorp 0.00% Reduce -2.1% 18,375 $415K
Aaron Wealth Advisors LLC 0.02% Add +10.3% 18,099 $409K
Schonfeld Strategic Advisors LLC 0.00% Reduce -75.0% 17,122 $387K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +8.4% 16,716 $378K
Kathmere Capital Management, LLC 0.02% Add +65.3% 16,013 $362K
Meyer Handelman Co. 0.01% No change 16,000 $362K
Nuveen, LLC 0.00% Reduce -54.4% 15,944 $360K
Versant Capital Management, Inc 0.03% Add +60.2% 15,507 $351K
Venturi Wealth Management, LLC 0.01% New 15,357 $347K
Jones Financial Companies LLLP 0.00% Add +1.8% 14,925 $347K
Riverwater Partners LLC 0.10% No change 15,306 $346K
UMB Bank, n.a. 0.00% Add +0.4% 15,209 $344K

"% of holder's portfolio" is FMS's weight in each manager's 13F, not the share of Fresenius Medical Care-ADR the manager owns.

Show all 234 holders