Fresenius Medical Care-ADRFMS

13F holders, Q1 2024 (March 31)
172holders
3famous investors
$19.29avg. 13F price*

At the end of Q1 2024, 172 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings. The largest holders were Pzena Investment Management LLC ($313.7M), Fiduciary Management Inc. ($104.3M) and Dodge & Cox ($81.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024

InstitutionsTotal Value
New Positions31$16.8M
Exits20$27.2M

Ownership 172 holders

Pzena Investment Management LLC 1.08% Add +0.0% 16,271,972 $313.7M
Fiduciary Management Inc. 0.93% Reduce -4.7% 5,408,264 $104.3M
Dodge & Cox 0.05% No change 4,223,110 $81.4M
Morgan Stanley 0.00% Add +4.7% 995,706 $19.2M
Goldman Sachs Group Inc. 0.00% Add +4.0% 643,294 $12.4M
Pacer Advisors, Inc. 0.03% Add +15.9% 566,286 $10.9M
BlackRock Inc. 0.00% Reduce -0.5% 445,629 $8.6M
Envestnet Asset Management Inc. 0.00% Add +25.1% 341,866 $6.6M
Northern Trust Corp. 0.00% Reduce -2.4% 254,216 $4.9M
Arrowstreet Capital, Limited Partnership 0.00% Add +120.0% 221,963 $4.3M
GTS Securities LLC 0.11% New 206,224 $4.0M
Citadel Advisors 0.00% Reduce -26.5% 172,241 $3.3M
Moran Wealth Management, LLC 0.10% Reduce -1.0% 154,323 $3.0M
Millennium Management 0.00% New 149,561 $2.9M
Two Sigma Investments, LP 0.01% Add +126.7% 141,707 $2.7M
Partnership Wealth Management, LLC 1.59% Reduce -3.0% 117,598 $2.3M
Balefire, LLC 0.80% Add +195.6% 115,288 $2.2M
O'shaughnessy Asset Management, LLC 0.02% Add +0.3% 103,905 $2.0M
Geode Capital Management, LLC 0.00% No change 93,838 $1.8M
Settian Capital LP 1.29% No change 90,000 $1.7M
Cubist Systematic Strategies, LLC 0.02% Add +6969.7% 87,806 $1.7M
HRT Financial LP 0.01% New 87,565 $1.7M
Quantinno Capital Management LP 0.03% Add +82.0% 82,471 $1.6M
Nuveen Asset Management, LLC 0.00% Add +5.5% 78,359 $1.5M
FMR LLC 0.00% Add +2.7% 76,551 $1.5M
D. E. Shaw & Co. 0.00% Add +396.4% 76,176 $1.5M
Franklin Resources Inc. 0.00% Reduce -0.1% 74,067 $1.4M
Bank of America Corp. 0.00% Add +22.1% 72,873 $1.4M
Triasima Portfolio Management inc. 0.11% New 67,070 $1.3M
Jane Street Group, LLC 0.00% Add +338.3% 66,836 $1.3M
Shay Capital LLC 0.34% New 60,000 $1.2M
JPMorgan Chase & Co. 0.00% Add +962.8% 59,962 $1.2M
Two Sigma Advisers, LP 0.00% Add +6.0% 58,300 $1.1M
QRG Capital Management, Inc. 0.01% Add +19.5% 54,363 $1.0M
Veracity Capital LLC 0.40% Add +172.2% 53,023 $1.0M
Corient Private Wealth LP 0.00% Reduce -21.4% 51,962 $1.0M
Highland Capital Management, LLC 0.05% No change 48,150 $928K
Mork Capital Management, LLC 0.69% Reduce -8.5% 47,190 $910K
Voloridge Investment Management, LLC 0.00% New 46,602 $898K
DAVENPORT & Co LLC 0.01% New 45,705 $881K
Crossmark Global Holdings, Inc. 0.02% Reduce -1.1% 42,035 $810K
Ethic Inc. 0.02% Add +9.6% 39,430 $760K
Royal Bank of Canada 0.00% Reduce -4.6% 38,873 $750K
Uncommon Cents Investing LLC 0.23% Add +8.1% 38,810 $748K
Cacti Asset Management LLC 0.06% Reduce -21.8% 34,000 $723K
UBS Group AG 0.00% Add +18.9% 37,185 $717K
Ritholtz Wealth Management 0.02% Add +19.1% 36,006 $694K
Cerity Partners LLC 0.00% Add +26.9% 33,978 $655K
Creative Planning 0.00% Add +13.1% 33,767 $651K
Pathstone Holdings, LLC 0.00% Add +113.2% 30,776 $593K
Legacy Wealth Asset Management, LLC 0.16% New 30,309 $584K
Trexquant Investment LP 0.01% New 30,021 $579K
Mariner, LLC 0.00% Add +7.4% 29,542 $570K
Wells Fargo & Company 0.00% Reduce -3.5% 29,466 $568K
Mirabella Financial Services LLP 0.04% New 26,260 $506K
Morningstar Investment Services LLC 0.01% Add +21.9% 25,275 $489K
Vanguard Personalized Indexing Management, LLC 0.01% Add +27.1% 24,340 $469K
Searle & Co. 0.11% No change 23,288 $449K
First Trust Direct Indexing L.P. 0.03% Reduce -5.5% 22,264 $429K
National Bank of Canada 0.00% Add +12.1% 19,545 $424K
Qube Research & Technologies Ltd 0.00% Add +5.3% 21,676 $418K
Everett Harris & Co. 0.01% Reduce -4.3% 20,657 $398K
American Century Companies Inc. 0.00% No change 18,601 $359K
Raymond James & Associates 0.00% Reduce -36.1% 18,513 $357K
US Bancorp \de 0.00% Reduce -8.8% 18,262 $352K
HighTower Advisors, LLC 0.00% Reduce -7.5% 18,063 $351K
Wulff, Hansen & Co. 0.35% Reduce -1.4% 17,990 $347K
Bank of New York Mellon Corp 0.00% Add +19.5% 17,392 $335K
Rhumbline Advisers 0.00% Add +11.6% 16,939 $327K
Tidal Investments LLC 0.01% Add +1.5% 16,509 $320K
SageView Advisory Group, LLC 0.02% New 6,568 $309K
Meyer Handelman Co. 0.01% No change 16,000 $308K
Lodestar Private Asset Management LLC 0.04% Reduce -2.9% 15,332 $296K
SG Americas Securities, LLC 0.00% Add +50.0% 15,228 $294K
Valley National Advisers Inc. 0.04% Reduce -2.5% 14,941 $288K
Syon Capital LLC 0.03% Reduce -5.8% 14,621 $282K
Engineers Gate Manager LP 0.01% New 14,621 $282K
Marshall Wace, LLP 0.00% New 14,156 $273K
MML Investors Services, LLC 0.00% Add +26.4% 13,973 $269K
Mercer Global Advisors Inc. 0.00% Reduce -1.5% 13,957 $269K
Cresset Asset Management, LLC 0.00% New 13,936 $269K
Dynamic Technology Lab Private Ltd 0.03% New 13,644 $263K
Commonwealth Equity Services, LLC 0.00% Add +0.8% 13,068 $252K
XTX Topco Ltd 0.03% Add +16.8% 12,785 $246K
Riverwater Partners LLC 0.18% Reduce -1.2% 12,645 $244K
Campbell & CO Investment Adviser LLC 0.02% New 12,055 $232K
Charles Schwab Investment Management Inc. 0.00% New 11,757 $227K
PNC Financial Services Group, Inc. 0.00% Add +0.7% 11,621 $224K
Clearbridge Investments, LLC 0.00% No change 11,106 $214K
Dimensional Fund Advisors LP 0.00% Reduce -2.1% 10,963 $211K
Centiva Capital, LP 0.01% New 10,861 $209K
One Capital Management, LLC 0.01% No change 10,482 $202K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -4.1% 10,182 $196K
Tower Research Capital LLC (TRC) 0.00% Add +263.4% 8,409 $162K
Signaturefd, LLC 0.00% Add +5.2% 8,041 $155K
Castleview Partners, LLC 0.08% Add +396.8% 7,358 $142K
Quantbot Technologies LP 0.01% Add +268.4% 6,724 $130K
ORG Partners LLC 0.21% New 5,768 $110K
CIBC Private Wealth Group LLC 0.00% Reduce -59.8% 4,876 $93K
GAMMA Investing LLC 0.02% Add +21.8% 4,230 $82K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 3,702 $71K
Aquatic Capital Management LLC 0.00% Reduce -33.3% 3,600 $69K
Groupama Asset Managment 0.00% New 1,096 $67K
Optiver Holding B.V. 0.00% Reduce -46.2% 3,340 $64K
Quadrant Capital Group LLC 0.00% Reduce -3.6% 3,052 $59K
Assetmark, Inc. 0.00% Reduce -30.5% 2,904 $56K
Parallel Advisors, LLC 0.00% Add +30.8% 2,719 $52K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.7% 2,562 $49K
Osaic Holdings, Inc. 0.00% Reduce -62.5% 2,555 $49K
Annapolis Financial Services, LLC 0.01% No change 2,328 $45K
Paradigm Asset Management Co. LLC 0.01% No change 2,300 $44K
GHP Investment Advisors, Inc. 0.00% No change 2,140 $41K
Hartford Financial Management Inc. 0.01% Add +25.2% 2,114 $41K
Concourse Financial Group Securities, Inc. 0.00% No change 1,775 $34K
Sandy Spring Bank 0.00% No change 1,660 $32K
IFP Advisors, Inc 0.00% Add +273.0% 1,574 $30K
Bruce G. Allen Investments, LLC 0.02% Reduce -0.9% 1,454 $28K
Cwm, LLC 0.00% Reduce -2.5% 1,375 $27K
Citigroup Inc. 0.00% Add +4.7% 1,173 $23K
Allworth Financial LP 0.00% Add +423.6% 1,089 $21K
Allspring Global Investments Holdings, LLC 0.00% New 1,070 $21K
Tompkins Financial Corp. 0.00% No change 1,000 $19K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 926 $19K
Lindbrook Capital, LLC 0.00% Reduce -9.7% 970 $19K
Catalyst Funds Management Pty Ltd 0.00% — 900 $17K
Colonial Trust Advisors 0.00% No change 742 $14K
Blue Trust, Inc. 0.00% Add +3.4% 725 $14K
Principal Securities, Inc. 0.00% Add +83.6% 716 $14K
EverSource Wealth Advisors, LLC 0.00% Add +62.8% 581 $12K
Sunbelt Securities, Inc. 0.00% No change 615 $12K
America First Investment Advisors, LLC 0.00% No change 538 $10K
EntryPoint Capital, LLC 0.01% New 488 $9K
Mb, Levis & Associates, LLC 0.00% No change 478 $9K
Centerpoint Advisors, LLC 0.00% No change 472 $9K
PrairieView Partners, LLC 0.00% No change 418 $9K
Venturi Wealth Management, LLC 0.00% No change 418 $8K
Glass Jacobson Investment Advisors llc 0.00% No change 354 $7K
Cape Investment Advisory, Inc. 0.00% Add +251.7% 313 $6K
JNBA Financial Advisors 0.00% No change 301 $6K
Farther Finance Advisors, LLC 0.00% Reduce -12.5% 251 $5K
WealthCollab, LLC 0.00% No change 219 $4K
Cambridge Trust Co. 0.00% No change 209 $4K
Fifth Third Bancorp 0.00% No change 204 $4K
NewEdge Advisors, LLC 0.00% New 198 $4K
Mather Group, Llc. 0.00% New 160 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -1.8% 167 $3K
Frazier Financial Advisors, LLC 0.00% Add +190.9% 160 $3K
UMB Bank, n.a. 0.00% No change 150 $3K
Smartleaf Asset Management LLC 0.00% Reduce -93.7% 146 $3K
TFC Financial Management, Inc. 0.00% New 140 $3K
Rothschild Investment LLC 0.00% Reduce -39.5% 127 $2K
Hexagon Capital Partners LLC 0.00% No change 124 $2K
RFP Financial Group LLC 0.00% No change 107 $2K
GW&K Investment Management, LLC 0.00% Add +68.6% 86 $2K
Atwood & Palmer Inc. 0.00% No change 100 $2K
Global Retirement Partners, LLC 0.00% Reduce -66.5% 90 $2K
First Horizon Advisors, Inc. 0.00% Reduce -33.6% 87 $2K
Zions Bancorporation, N.A. 0.00% No change 49 $945
TD Private Client Wealth LLC 0.00% No change 49 $945
WR Wealth Planners, LLC 0.00% New 34 $656
Larson Financial Group LLC 0.00% No change 31 $598
Bell Investment Advisors, Inc 0.00% No change 30 $579
True Wealth Design, LLC 0.00% Add +100.0% 24 $463
BNP Paribas Financial Markets 0.00% No change 24 $463
Investors Research Corp 0.00% No change 21 $405
Abound Wealth Management 0.00% No change 15 $290
Russell Investments Group, Ltd. 0.00% New 12 $231
Parkside Financial Bank & Trust 0.00% No change 10 $193
First Manhattan Co. Llc. 0.00% Reduce -95.4% 10 $192
Harbor Investment Advisory, LLC 0.00% New 7 $135
Broadwater Capital Management LLC 0.00% New 5 $96
Barclays PLC 0.00% New 1 $19

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