Fresenius Medical Care-ADRFMS
13F holders, Q3 2024 (September 30)168holders +1
22new positions
20sold out
3famous investors
$21.31avg. 13F price*
At the end of Q3 2024, 168 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings, up 1 from Q2 2024. 22 opened new positions and 20 sold out. The largest holders were Pzena Investment Management LLC ($345.4M), Fiduciary Management Inc. ($139.8M) and Dodge & Cox ($88.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Fresenius Medical Care-ADR
- CUSIP
- 358029106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $20.0M |
| Exits | 20 | $7.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,925,506 shares bought and 804,338 shares sold, net +2,121,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Pzena Investment Management LLC | 1.11% | Add +0.2% | 16,215,669 | $345.4M |
| Fiduciary Management Inc. | 1.22% | Add +26.9% | 6,561,184 | $139.8M |
| Dodge & Cox | 0.05% | Reduce -1.2% | 4,173,510 | $88.9M |
| Morgan Stanley | 0.00% | Add +5.5% | 1,031,902 | $22.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.2% | 669,323 | $14.3M |
| BlackRock, Inc. | 0.00% | — | 476,089 | $10.1M |
| Integral Health Asset Management, LLC | 1.13% | New | 450,000 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 333,779 | $7.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 279,287 | $6.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.6% | 248,237 | $5.3M |
| Moran Wealth Management, LLC | 0.15% | Add +47.0% | 233,376 | $5.0M |
| Balefire, LLC | 1.05% | Add +13.8% | 146,383 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Add +737.6% | 138,646 | $3.0M |
| Quantinno Capital Management LP | 0.03% | Add +78.9% | 110,078 | $2.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.3% | 90,750 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +13.8% | 85,463 | $1.8M |
| FMR LLC | 0.00% | Reduce -8.6% | 76,351 | $1.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -5.5% | 73,931 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +3.3% | 74,640 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -31.1% | 68,335 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +60.4% | 62,889 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Add +20.5% | 60,000 | $1.3M |
| Bank of America Corp. | 0.00% | Add +22.1% | 59,305 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Reduce -3.4% | 58,267 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +27.7% | 57,285 | $1.2M |
| Marshall Wace, LLP | 0.00% | Add +270.0% | 56,841 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +51.4% | 54,598 | $1.2M |
| Veracity Capital LLC | 0.42% | Add +0.4% | 51,659 | $1.1M |
| Mork Capital Management, LLC | 0.72% | No change | 47,190 | $1.0M |
| Highland Capital Management, LLC | 0.05% | Reduce -0.6% | 44,200 | $941K |
| UBS Group AG | 0.00% | Add +1.7% | 43,155 | $919K |
| Royal Bank of Canada | 0.00% | Add +16.2% | 41,514 | $885K |
| Uncommon Cents Investing LLC | 0.25% | Add +5.9% | 41,380 | $881K |
| Mariner, LLC | 0.00% | Add +17.5% | 40,681 | $867K |
| XTX Topco Ltd | 0.06% | Add +70.8% | 39,769 | $847K |
| Creative Planning | 0.00% | Reduce -5.3% | 38,010 | $810K |
| Pathstone Holdings, LLC | 0.00% | Add +8.5% | 36,095 | $769K |
| Ethic Inc. | 0.02% | Reduce -27.1% | 39,430 | $760K |
| Signet Financial Management, LLC | 0.10% | New | 35,212 | $750K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -65.9% | 36,478 | $728K |
| Cacti Asset Management LLC | 0.05% | No change | 34,000 | $708K |
| Legacy Wealth Asset Management, LLC | 0.19% | Reduce -13.5% | 32,897 | $701K |
| Wells Fargo & Company | 0.00% | Add +6.2% | 32,501 | $692K |
| Twinbeech Capital LP | 0.01% | New | 31,118 | $663K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +121.1% | 31,013 | $661K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.8% | 27,308 | $582K |
| Cerity Partners LLC | 0.00% | Reduce -9.9% | 26,751 | $570K |
| Morningstar Investment Services LLC | 0.01% | Add +1.7% | 25,389 | $541K |
| American Century Companies Inc. | 0.00% | No change | 24,046 | $512K |
| Searle & Co. | 0.12% | No change | 23,288 | $496K |
| National Bank of Canada | 0.00% | Add +17.4% | 23,270 | $496K |
| First Trust Direct Indexing L.P. | 0.03% | Add +9.7% | 22,901 | $488K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.2% | 22,161 | $472K |
| Vident Advisory, LLC | 0.01% | Add +14.7% | 20,946 | $446K |
| Bank of New York Mellon Corp | 0.00% | Add +23.4% | 20,746 | $442K |
| Triasima Portfolio Management inc. | 0.10% | Reduce -75.9% | 20,560 | $438K |
| Ritholtz Wealth Management | 0.01% | Reduce -44.8% | 20,374 | $434K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 19,706 | $420K |
| US Bancorp \de | 0.00% | Add +0.2% | 18,819 | $401K |
| Rhumbline Advisers | 0.00% | Add +1.4% | 18,327 | $390K |
| Castleview Partners, LLC | 0.21% | Add +36.0% | 17,286 | $368K |
| Raymond James & Associates | 0.00% | Reduce -20.9% | 16,389 | $349K |
| Tidal Investments LLC | 0.00% | Reduce -2.7% | 16,385 | $349K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.4% | 16,585 | $349K |
| Wulff, Hansen & Co. | 0.31% | Reduce -9.4% | 16,302 | $347K |
| Atlas Capital Advisors Inc. | 0.05% | New | 16,276 | $347K |
| Riverwater Partners LLC | 0.17% | Add +29.6% | 16,381 | $346K |
| Meyer Handelman Co. | 0.01% | No change | 16,000 | $341K |
| Optiver Holding B.V. | 0.01% | Add +120.9% | 15,288 | $326K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 15,000 | $320K |
| MML Investors Services, LLC | 0.00% | Add +5.3% | 15,019 | $320K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.8% | 14,469 | $307K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -4.6% | 14,407 | $307K |
| D. E. Shaw & Co. | 0.00% | New | 14,340 | $305K |
| Everett Harris & Co. | 0.00% | Reduce -16.5% | 13,599 | $290K |
| Millennium Management | 0.00% | New | 13,381 | $285K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.5% | 13,195 | $281K |
| Glenmede Trust Co. NA | 0.00% | New | 12,722 | $271K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.5% | 12,220 | $260K |
| Ameriprise Financial Inc. | 0.00% | Add +1.5% | 11,776 | $251K |
| Valley National Advisers Inc. | 0.04% | Reduce -19.4% | 11,598 | $247K |
| Blue Trust, Inc. | 0.00% | Add +1060.9% | 12,863 | $246K |
| Verition Fund Management LLC | 0.00% | New | 11,127 | $237K |
| Virtus Investment Advisers, LLC | 0.18% | New | 10,600 | $226K |
| One Capital Management, LLC | 0.01% | No change | 10,482 | $223K |
| SG Americas Securities, LLC | 0.00% | No change | 10,150 | $216K |
| Clearbridge Investments, LLC | 0.00% | New | 9,994 | $213K |
| JPMorgan Chase & Co. | 0.00% | Add +18.3% | 9,902 | $211K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -3.4% | 9,867 | $210K |
| Kimelman & Baird, LLC | 0.02% | No change | 9,734 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 8,836 | $188K |
| Signaturefd, LLC | 0.00% | Reduce -27.2% | 6,341 | $135K |
| Venturi Wealth Management, LLC | 0.01% | Add +1045.8% | 5,259 | $112K |
| Ascentis Wealth Management, LLC | 0.04% | — | 5,251 | $112K |
| GAMMA Investing LLC | 0.01% | Add +50.4% | 4,998 | $106K |
| Quadrant Capital Group LLC | 0.01% | Add +2.0% | 3,759 | $80K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.7% | 2,655 | $57K |
| Jones Financial Companies LLLP | 0.00% | New | 2,498 | $53K |
| Assetmark, Inc. | 0.00% | Reduce -28.0% | 2,433 | $52K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.0% | 2,358 | $50K |
"% of holder's portfolio" is FMS's weight in each manager's 13F, not the share of Fresenius Medical Care-ADR the manager owns.