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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions22$20.0M
Exits20$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
Annapolis Financial Services, LLC 0.01% No change 2,328 $50K
Cromwell Holdings LLC 0.03% No change 2,275 $48K
Hartford Financial Management Inc. 0.01% Add +13.6% 2,163 $46K
GHP Investment Advisors, Inc. 0.00% No change 2,140 $46K
Osaic Holdings, Inc. 0.00% Reduce -19.4% 2,000 $43K
Paradigm Asset Management Co. LLC 0.01% Reduce -13.0% 2,000 $43K
Wilmington Savings Fund Society, FSB 0.00% New 1,804 $38K
Allworth Financial LP 0.00% Add +53.1% 1,675 $36K
Sandy Spring Bank 0.00% No change 1,660 $35K
Concourse Financial Group Securities, Inc. 0.00% No change 1,525 $32K
Allspring Global Investments Holdings, LLC 0.00% Add +35.3% 1,456 $31K
Bruce G. Allen Investments, LLC 0.02% No change 1,442 $31K
Cwm, LLC 0.00% Reduce -6.2% 1,413 $30K
Tower Research Capital LLC (TRC) 0.00% Add +476.2% 1,210 $26K
Citigroup Inc. 0.00% Reduce -6.4% 1,189 $25K
CIBC Private Wealth Group LLC 0.00% Reduce -56.3% 1,012 $22K
Principal Securities, Inc. 0.00% Add +22.8% 987 $21K
Lindbrook Capital, LLC 0.00% Reduce -22.0% 966 $21K
Russell Investments Group, Ltd. 0.00% Add +109.6% 943 $20K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 926 $20K
EverSource Wealth Advisors, LLC 0.00% Add +17.6% 849 $18K
Colonial Trust Advisors 0.00% No change 742 $16K
Sunbelt Securities, Inc. 0.00% No change 628 $13K
Farther Finance Advisors, LLC 0.00% Add +87.5% 480 $10K
Mb, Levis & Associates, LLC 0.01% No change 478 $10K
Centerpoint Advisors, LLC 0.00% No change 472 $10K
IFP Advisors, Inc 0.00% No change 464 $10K
Smartleaf Asset Management LLC 0.00% Add +76.4% 418 $9K
Geneos Wealth Management Inc. 0.00% New 405 $9K
PrairieView Partners, LLC 0.00% No change 418 $8K
Simplex Trading, LLC 0.00% New 376 $8K
Lazard Asset Management LLC 0.00% Add +60.1% 418 $8K
Glass Jacobson Investment Advisors llc 0.00% No change 354 $8K
Cape Investment Advisory, Inc. 0.00% No change 313 $7K
JNBA Financial Advisors 0.00% No change 301 $6K
Rothschild Investment LLC 0.00% Reduce -51.9% 224 $5K
WealthCollab, LLC 0.00% No change 219 $5K
Eastern Bank 0.00% New 209 $4K
Fifth Third Bancorp 0.00% No change 204 $4K
NewEdge Advisors, LLC 0.00% Reduce -4.3% 202 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -2.4% 163 $3K
UMB Bank, n.a. 0.00% No change 150 $3K
Mather Group, Llc. 0.00% No change 150 $3K
Frazier Financial Advisors, LLC 0.00% Reduce -78.5% 112 $2K
Glen Eagle Advisors, LLC 0.00% No change 107 $2K
CVA Family Office, LLC 0.00% Reduce -4.6% 103 $2K
Atwood & Palmer Inc. 0.00% No change 100 $2K
Global Retirement Partners, LLC 0.00% No change 90 $2K
Raffa Wealth Management, LLC 0.00% New 88 $2K
Beacon Capital Management, LLC 0.00% New 88 $2K
TD Private Client Wealth LLC 0.00% Reduce -17.4% 76 $2K
Grove Bank & Trust 0.00% New 59 $1K
GW&K Investment Management, LLC 0.00% Add +9.4% 70 $1K
First Horizon Advisors, Inc. 0.00% Reduce -48.5% 34 $743
Cornerstone Planning Group LLC 0.00% New 33 $673
Larson Financial Group LLC 0.00% No change 31 $660
Bell Investment Advisors, Inc 0.00% No change 30 $639
True Wealth Design, LLC 0.00% No change 27 $576
Hexagon Capital Partners LLC 0.00% Reduce -3.7% 26 $554
BNP Paribas Financial Markets 0.00% Reduce -99.6% 24 $511
Investors Research Corp 0.00% No change 21 $447
Zions Bancorporation, N.A. 0.00% No change 17 $362
Abound Wealth Management 0.00% Reduce -33.3% 10 $213
Parkside Financial Bank & Trust 0.00% No change 10 $213
Mendota Financial Group, LLC 0.00% Add +20.0% 6 $128
Broadwater Capital Management LLC 0.00% No change 5 $107
Barclays PLC 0.00% No change 1 $21
Bessemer Group Inc. 0.00% New 18 $0

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