Fresenius Medical Care-ADRFMS
13F holders, Q4 2024 (December 31)190holders +22
31new positions
13sold out
4famous investors
$22.64avg. 13F price*
At the end of Q4 2024, 190 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings, up 22 from Q3 2024. 31 opened new positions and 13 sold out. The largest holders were Pzena Investment Management LLC ($346.0M), Fiduciary Management Inc. ($142.8M) and Dodge & Cox ($94.5M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $11.7M |
| Exits | 13 | $3.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,003,369 shares bought and 1,765,298 shares sold, net +238,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| Pzena Investment Management LLC | 1.18% | Reduce -5.8% | 15,283,025 | $346.0M |
| Fiduciary Management Inc. | 1.33% | Reduce -3.9% | 6,308,663 | $142.8M |
| Dodge & Cox | 0.06% | No change | 4,173,510 | $94.5M |
| Morgan Stanley | 0.00% | Add +0.3% | 1,034,959 | $23.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.3% | 778,618 | $17.6M |
| Millennium Management | 0.01% | Add +5297.5% | 722,238 | $16.4M |
| Integral Health Asset Management, LLC | 1.20% | Add +33.3% | 600,000 | $13.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 469,615 | $10.6M |
| Northern Trust Corp. | 0.00% | Add +45.9% | 362,190 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 328,359 | $7.4M |
| Moran Wealth Management, LLC | 0.18% | Add +9.1% | 254,710 | $5.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -26.4% | 205,531 | $4.7M |
| Abc Arbitrage SA | 0.60% | — | 186,161 | $4.2M |
| Old Mission Capital LLC | 0.08% | New | 156,592 | $3.5M |
| Broyhill Asset Management, LLC | 3.01% | — | 150,686 | $3.4M |
| FMR LLC | 0.00% | Add +92.8% | 147,184 | $3.3M |
| Marshall Wace, LLP | 0.00% | Add +128.0% | 129,581 | $2.9M |
| Quantinno Capital Management LP | 0.03% | Add +16.0% | 127,726 | $2.9M |
| Balefire, LLC | 0.84% | Reduce -24.7% | 110,269 | $2.4M |
| Geode Capital Management, LLC | 0.00% | No change | 90,750 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +3.4% | 88,381 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -38.4% | 85,399 | $1.9M |
| Franklin Resources Inc. | 0.00% | Reduce -5.8% | 70,299 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +16.7% | 67,973 | $1.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -9.6% | 66,872 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +2.2% | 64,287 | $1.5M |
| Optiver Holding B.V. | 0.04% | Add +294.6% | 60,333 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +65.1% | 59,584 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +1.5% | 58,147 | $1.3M |
| UBS Group AG | 0.00% | Add +29.3% | 55,795 | $1.3M |
| Creative Planning | 0.00% | Add +40.3% | 53,310 | $1.2M |
| Mariner, LLC | 0.00% | Add +29.2% | 52,552 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -16.3% | 49,627 | $1.1M |
| Ethic Inc. | 0.02% | Add +25.0% | 49,286 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -19.0% | 48,600 | $1.1M |
| Mork Capital Management, LLC | 0.70% | No change | 47,190 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | New | 39,434 | $983K |
| Highland Capital Management, LLC | 0.06% | Reduce -2.5% | 43,100 | $976K |
| Uncommon Cents Investing LLC | 0.27% | Reduce -1.8% | 40,625 | $920K |
| Point72 Asset Management | 0.00% | New | 37,539 | $850K |
| Veracity Capital LLC | 0.31% | Reduce -28.0% | 37,192 | $842K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.7% | 33,678 | $762K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +22.8% | 33,540 | $759K |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 32,325 | $732K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -1.9% | 32,285 | $731K |
| Cerity Partners LLC | 0.00% | Add +21.9% | 32,604 | $725K |
| Signet Financial Management, LLC | 0.09% | Reduce -10.2% | 31,617 | $716K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +40.2% | 31,074 | $704K |
| National Bank of Canada | 0.00% | Add +27.9% | 29,756 | $674K |
| Royal Bank of Canada | 0.00% | Reduce -31.0% | 28,643 | $649K |
| American Century Companies Inc. | 0.00% | No change | 24,046 | $544K |
| Vident Advisory, LLC | 0.01% | Add +11.8% | 23,410 | $530K |
| Searle & Co. | 0.15% | No change | 23,288 | $527K |
| Dimensional Fund Advisors LP | 0.00% | Add +86.7% | 22,820 | $517K |
| Callan Family Office, LLC | 0.03% | New | 22,183 | $502K |
| First Trust Advisors LP | 0.00% | New | 22,144 | $501K |
| Bank of New York Mellon Corp | 0.00% | Add +5.8% | 21,951 | $497K |
| US Bancorp \de | 0.00% | Add +8.6% | 20,429 | $463K |
| Cresset Asset Management, LLC | 0.00% | Reduce -62.6% | 20,400 | $462K |
| Glenmede Trust Co. NA | 0.00% | Add +55.8% | 19,814 | $449K |
| Jane Street Group, LLC | 0.00% | New | 19,729 | $447K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.1% | 19,530 | $442K |
| JPMorgan Chase & Co. | 0.00% | Add +96.2% | 19,426 | $440K |
| Atlas Capital Advisors Inc. | 0.05% | Add +14.8% | 18,688 | $423K |
| Fox Run Management, L.L.C. | 0.07% | New | 18,195 | $412K |
| Raymond James Financial Inc. | 0.00% | — | 17,894 | $405K |
| HighTower Advisors, LLC | 0.00% | Add +7.9% | 17,890 | $405K |
| MML Investors Services, LLC | 0.00% | Add +11.9% | 16,814 | $381K |
| Tidal Investments LLC | 0.00% | No change | 16,385 | $371K |
| Riverwater Partners LLC | 0.18% | No change | 16,381 | $371K |
| Rhumbline Advisers | 0.00% | Reduce -12.4% | 16,052 | $363K |
| Meyer Handelman Co. | 0.01% | No change | 16,000 | $362K |
| Susquehanna International Group, LLP | 0.00% | New | 15,690 | $355K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 15,000 | $340K |
| Guggenheim Capital LLC | 0.00% | New | 14,980 | $339K |
| Natixis Advisors, LLC | 0.00% | New | 14,667 | $332K |
| Wulff, Hansen & Co. | 0.31% | Reduce -10.2% | 14,647 | $332K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 14,525 | $329K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -2.1% | 14,107 | $319K |
| Qube Research & Technologies Ltd | 0.00% | New | 13,441 | $304K |
| Everett Harris & Co. | 0.00% | Reduce -2.5% | 13,259 | $300K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 13,248 | $300K |
| Callan Capital, LLC | 0.02% | New | 13,104 | $297K |
| Squarepoint Ops LLC | 0.00% | New | 12,823 | $290K |
| Castleview Partners, LLC | 0.15% | Reduce -25.8% | 12,828 | $284K |
| AQR Capital Management | 0.00% | New | 12,520 | $283K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -62.6% | 11,594 | $262K |
| Syon Capital LLC | 0.02% | New | 11,552 | $262K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 11,528 | $261K |
| Forum Financial Management, LP | 0.00% | New | 10,891 | $247K |
| Virtus Investment Advisers, LLC | 0.19% | No change | 10,600 | $240K |
| One Capital Management, LLC | 0.01% | No change | 10,482 | $237K |
| SG Americas Securities, LLC | 0.00% | No change | 10,150 | $230K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.7% | 9,932 | $225K |
| Kimelman & Baird, LLC | 0.02% | No change | 9,734 | $220K |
| Clearbridge Investments, LLC | 0.00% | Reduce -3.7% | 9,624 | $218K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 9,541 | $216K |
| Neuberger Berman Group LLC | 0.00% | New | 9,470 | $214K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.0% | 9,278 | $210K |
| Autumn Glory Partners, LLC | 0.10% | New | 9,198 | $208K |
| Yousif Capital Management, LLC | 0.00% | New | 9,179 | $208K |
| Evergreen Capital Management LLC | 0.01% | New | 9,145 | $207K |
| Cacti Asset Management LLC | 0.02% | Reduce -73.5% | 9,000 | $204K |
| Franklin Street Advisors Inc. | 0.01% | New | 8,896 | $201K |
| Arbor Investment Advisors, LLC | 0.03% | New | 8,850 | $200K |
| Barometer Capital Management Inc. | 0.07% | New | 9,800 | $187K |
| Valley National Advisers Inc. | 0.03% | Reduce -31.6% | 7,936 | $179K |
| Signaturefd, LLC | 0.00% | Add +16.6% | 7,393 | $167K |
| Assetmark, Inc. | 0.00% | Add +196.3% | 7,210 | $163K |
| GAMMA Investing LLC | 0.01% | Add +43.3% | 7,164 | $162K |
| Blue Trust, Inc. | 0.00% | Reduce -55.4% | 5,734 | $130K |
| Venturi Wealth Management, LLC | 0.01% | Add +8.4% | 5,700 | $129K |
| Jones Financial Companies LLLP | 0.00% | Add +80.5% | 4,510 | $102K |
| Osaic Holdings, Inc. | 0.00% | Add +107.5% | 4,150 | $94K |
| Quadrant Capital Group LLC | 0.01% | Add +2.7% | 3,859 | $87K |
| Simplex Trading, LLC | 0.00% | Add +912.2% | 3,806 | $86K |
| Ascentis Wealth Management, LLC | 0.03% | Reduce -29.9% | 3,683 | $83K |
| Parallel Advisors, LLC | 0.00% | Add +37.5% | 3,650 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Add +234.2% | 3,151 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 2,369 | $54K |
| Advisors Asset Management, Inc. | 0.00% | New | 2,277 | $52K |
| Cromwell Holdings LLC | 0.03% | No change | 2,275 | $52K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,140 | $48K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +16.2% | 2,097 | $47K |
| Hartford Financial Management Inc. | 0.01% | Reduce -4.8% | 2,060 | $47K |
| Paradigm Asset Management Co. LLC | 0.01% | Reduce -10.0% | 1,800 | $41K |
| Allworth Financial LP | 0.00% | Add +3.6% | 1,736 | $40K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +8.7% | 1,567 | $35K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,525 | $35K |
| Sandy Spring Bank | 0.00% | Reduce -9.6% | 1,500 | $34K |
| Cwm, LLC | 0.00% | Reduce -2.5% | 1,378 | $31K |
| Citigroup Inc. | 0.00% | Add +6.2% | 1,263 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +192.8% | 1,224 | $28K |
| Lindbrook Capital, LLC | 0.00% | Add +18.2% | 1,142 | $26K |
| Principal Securities, Inc. | 0.00% | Add +11.8% | 1,104 | $25K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 926 | $23K |
| Centerpoint Advisors, LLC | 0.01% | Add +100.0% | 944 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.3% | 898 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.2% | 805 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +61.3% | 774 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 742 | $17K |
| Rothschild Investment LLC | 0.00% | Add +172.8% | 611 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 556 | $13K |
| IFP Advisors, Inc | 0.00% | Add +8.2% | 502 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 478 | $11K |
| Versant Capital Management, Inc | 0.00% | New | 440 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 432 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 419 | $9K |
| PrairieView Partners, LLC | 0.00% | No change | 418 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 354 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 313 | $7K |
| Lazard Asset Management LLC | 0.00% | Reduce -19.6% | 336 | $7K |
| JNBA Financial Advisors | 0.00% | No change | 301 | $7K |
| Sierra Ocean, LLC | 0.00% | — | 260 | $6K |
| Brooklyn Investment Group | 0.00% | New | 245 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 232 | $5K |
| WealthCollab, LLC | 0.00% | No change | 219 | $5K |
| Eastern Bank | 0.00% | No change | 209 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 204 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 202 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.6% | 200 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +15.3% | 188 | $4K |
| Atlatl Advisers LLC | 0.00% | — | 170 | $4K |
| BankPlus Trust Department | 0.00% | — | 154 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 150 | $3K |
| Mather Group, Llc. | 0.00% | No change | 150 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.9% | 122 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 107 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 103 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 100 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +166.7% | 88 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 70 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 88 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 76 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +80.8% | 47 | $1K |
| True Wealth Design, LLC | 0.00% | Add +29.6% | 35 | $793 |
| First Horizon Advisors, Inc. | 0.00% | No change | 34 | $789 |
| Larson Financial Group LLC | 0.00% | No change | 31 | $702 |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $680 |
| BNP Paribas Financial Markets | 0.00% | No change | 24 | $543 |
| Investors Research Corp | 0.00% | No change | 21 | $475 |
| Zions Bancorporation, N.A. | 0.00% | No change | 17 | $385 |
| Abound Wealth Management | 0.00% | No change | 10 | $227 |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $227 |
| Mendota Financial Group, LLC | 0.00% | Add +33.3% | 8 | $182 |
| Citadel Advisors | 0.00% | Reduce -100.0% | 6 | $136 |
| SBI Securities Co., Ltd. | 0.00% | — | 6 | $136 |
| Broadwater Capital Management LLC | 0.00% | No change | 5 | $113 |
| Barclays PLC | 0.00% | No change | 1 | $23 |
| Bessemer Group Inc. | 0.00% | No change | 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.