Fresenius Medical Care-ADRFMS
13F holders, Q2 2024 (June 30)167holders −5
16new positions
22sold out
2famous investors
$19.09avg. 13F price*
At the end of Q2 2024, 167 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings, down 5 from Q1 2024. 16 opened new positions and 22 sold out. The largest holders were Pzena Investment Management LLC ($309.0M), Fiduciary Management Inc. ($98.7M) and Dodge & Cox ($80.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fresenius Medical Care-ADR
- CUSIP
- 358029106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.6M |
| Exits | 22 | $29.8M |
All 13F filers, Q1 2024 → Q2 2024: 516,246 shares bought and 2,416,659 shares sold, net −1,900,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| Pzena Investment Management LLC | 1.09% | Reduce -0.5% | 16,184,221 | $309.0M |
| Fiduciary Management Inc. | 0.92% | Reduce -4.4% | 5,169,925 | $98.7M |
| Dodge & Cox | 0.05% | No change | 4,223,110 | $80.6M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 978,580 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.5% | 762,161 | $14.5M |
| BlackRock Inc. | 0.00% | Add +5.3% | 469,403 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.0% | 297,567 | $5.7M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 260,186 | $5.0M |
| Moran Wealth Management, LLC | 0.10% | Add +2.9% | 158,755 | $3.0M |
| Balefire, LLC | 0.87% | Add +11.5% | 128,578 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +3.0% | 106,978 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -42.4% | 99,155 | $1.9M |
| Geode Capital Management, LLC | 0.00% | No change | 93,838 | $1.8M |
| Settian Capital LP | 1.26% | No change | 90,000 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +28.8% | 86,070 | $1.6M |
| Triasima Portfolio Management inc. | 0.15% | Add +27.4% | 85,430 | $1.6M |
| FMR LLC | 0.00% | Add +9.2% | 83,575 | $1.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.1% | 78,263 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +44.6% | 75,114 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -2.5% | 72,254 | $1.4M |
| Quantinno Capital Management LP | 0.02% | Reduce -25.4% | 61,524 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +10.9% | 60,309 | $1.2M |
| HRT Financial LP | 0.01% | Reduce -31.9% | 59,651 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | New | 57,433 | $1.1M |
| Ethic Inc. | 0.02% | Add +37.1% | 54,071 | $1.0M |
| Veracity Capital LLC | 0.41% | Reduce -3.0% | 51,452 | $982K |
| Two Sigma Advisers, LP | 0.00% | Reduce -14.6% | 49,800 | $951K |
| Bank of America Corp. | 0.00% | Reduce -33.4% | 48,567 | $927K |
| Mork Capital Management, LLC | 0.71% | No change | 47,190 | $901K |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.8% | 44,863 | $856K |
| Highland Capital Management, LLC | 0.05% | Reduce -7.7% | 44,450 | $849K |
| Trexquant Investment LP | 0.01% | Add +42.9% | 42,906 | $819K |
| UBS Group AG | 0.00% | Add +14.1% | 42,415 | $810K |
| Creative Planning | 0.00% | Add +18.9% | 40,140 | $766K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -6.8% | 39,197 | $748K |
| Uncommon Cents Investing LLC | 0.23% | Add +0.7% | 39,090 | $746K |
| Legacy Wealth Asset Management, LLC | 0.20% | Add +25.5% | 38,048 | $726K |
| Ritholtz Wealth Management | 0.02% | Add +2.5% | 36,901 | $704K |
| Cresset Asset Management, LLC | 0.00% | Add +158.7% | 36,057 | $688K |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 35,733 | $682K |
| Mariner, LLC | 0.00% | Add +17.1% | 34,609 | $661K |
| Cacti Asset Management LLC | 0.05% | No change | 34,000 | $652K |
| Pathstone Holdings, LLC | 0.00% | Add +8.1% | 33,278 | $635K |
| Wells Fargo & Company | 0.00% | Add +3.9% | 30,614 | $584K |
| Cerity Partners LLC | 0.00% | Reduce -12.7% | 29,676 | $567K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +17.8% | 28,680 | $548K |
| Morningstar Investment Services LLC | 0.01% | Reduce -1.2% | 24,971 | $479K |
| American Century Companies Inc. | 0.00% | Add +29.3% | 24,046 | $459K |
| Searle & Co. | 0.10% | No change | 23,288 | $445K |
| XTX Topco Ltd | 0.04% | Add +82.1% | 23,282 | $444K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -6.2% | 20,880 | $399K |
| Raymond James & Associates | 0.00% | Add +12.0% | 20,733 | $396K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +69.5% | 19,928 | $380K |
| National Bank of Canada | 0.00% | Add +1.4% | 19,819 | $378K |
| US Bancorp \de | 0.00% | Add +2.9% | 18,787 | $359K |
| Vident Advisory, LLC | 0.01% | New | 18,264 | $349K |
| Rhumbline Advisers | 0.00% | Add +6.7% | 18,067 | $345K |
| Wulff, Hansen & Co. | 0.34% | No change | 17,990 | $343K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 17,711 | $339K |
| Tidal Investments LLC | 0.00% | Add +2.0% | 16,836 | $321K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 16,807 | $321K |
| Two Sigma Investments, LP | 0.00% | Reduce -88.3% | 16,552 | $316K |
| Everett Harris & Co. | 0.00% | Reduce -21.1% | 16,293 | $311K |
| Meyer Handelman Co. | 0.01% | No change | 16,000 | $305K |
| Marshall Wace, LLP | 0.00% | Add +8.5% | 15,363 | $293K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -1.5% | 15,107 | $288K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 15,000 | $286K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.5% | 14,581 | $278K |
| Valley National Advisers Inc. | 0.04% | Reduce -3.6% | 14,396 | $274K |
| MML Investors Services, LLC | 0.00% | Add +2.1% | 14,266 | $272K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +16.4% | 14,026 | $268K |
| Syon Capital LLC | 0.02% | Reduce -6.5% | 13,664 | $261K |
| Castleview Partners, LLC | 0.14% | Add +72.8% | 12,715 | $243K |
| Riverwater Partners LLC | 0.18% | No change | 12,645 | $241K |
| Dimensional Fund Advisors LP | 0.00% | Add +14.4% | 12,539 | $239K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.3% | 11,729 | $224K |
| Ameriprise Financial Inc. | 0.00% | New | 11,599 | $221K |
| Caprock Group, LLC | 0.01% | New | 10,879 | $208K |
| One Capital Management, LLC | 0.01% | No change | 10,482 | $200K |
| AQR Capital Management | 0.00% | New | 10,340 | $197K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.3% | 10,218 | $195K |
| SG Americas Securities, LLC | 0.00% | Reduce -33.4% | 10,150 | $194K |
| Barometer Capital Management Inc. | 0.07% | New | 9,800 | $187K |
| Kimelman & Baird, LLC | 0.02% | — | 9,734 | $186K |
| Signaturefd, LLC | 0.00% | Add +8.4% | 8,713 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.1% | 8,590 | $164K |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.0% | 8,374 | $160K |
| Optiver Holding B.V. | 0.00% | Add +107.3% | 6,922 | $132K |
| BNP Paribas Financial Markets | 0.00% | Add +25000.0% | 6,024 | $115K |
| ORG Partners LLC | 0.01% | Add +0.3% | 5,786 | $111K |
| Partnership Wealth Management, LLC | 0.06% | Reduce -96.5% | 4,150 | $79K |
| Quadrant Capital Group LLC | 0.01% | Add +20.7% | 3,684 | $70K |
| Assetmark, Inc. | 0.00% | Add +16.4% | 3,380 | $65K |
| GAMMA Investing LLC | 0.01% | Reduce -21.4% | 3,323 | $63K |
| Parallel Advisors, LLC | 0.00% | Add +5.7% | 2,875 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,562 | $49K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 2,482 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -52.5% | 2,318 | $45K |
| Annapolis Financial Services, LLC | 0.01% | No change | 2,328 | $44K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 2,300 | $44K |
"% of holder's portfolio" is FMS's weight in each manager's 13F, not the share of Fresenius Medical Care-ADR the manager owns.