Fresenius Medical Care-ADRFMS

13F holders, Q1 2025 (March 31)
202holders +12
28new positions
15sold out
5famous investors
$24.90avg. 13F price*

At the end of Q1 2025, 202 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings, up 12 from Q4 2024. 28 opened new positions and 15 sold out. The largest holders were Pzena Investment Management LLC ($382.9M), Fiduciary Management Inc. ($148.2M) and Dodge & Cox ($103.9M). 5 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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions28$30.3M
Exits15$7.0M

All 13F filers, Q4 2024 → Q1 2025: 2,480,281 shares bought and 1,398,928 shares sold, net +1,081,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 202 holders

Pzena Investment Management LLC 1.34% Add +0.6% 15,377,090 $382.9M
Fiduciary Management Inc. 1.43% Reduce -5.7% 5,950,011 $148.2M
Dodge & Cox 0.06% No change 4,173,510 $103.9M
Millennium Management 0.03% Add +50.0% 1,083,602 $27.0M
Morgan Stanley 0.00% Add +1.5% 1,050,684 $26.2M
Goldman Sachs Group Inc. 0.00% Reduce -6.4% 729,101 $18.2M
Integral Health Asset Management, LLC 1.88% Add +13.3% 680,000 $16.9M
Todd Asset Management LLC 0.28% New 482,296 $12.0M
BlackRock, Inc. 0.00% Reduce -10.9% 418,598 $10.4M
Northern Trust Corp. 0.00% Add +5.0% 380,251 $9.5M
Teachers Retirement System of the State of Kentucky 0.07% New 298,000 $7.4M
Envestnet Asset Management Inc. 0.00% Reduce -10.2% 295,005 $7.3M
Raymond James Financial Inc. 0.00% Add +1508.1% 287,751 $7.2M
Abc Arbitrage SA 0.90% Add +4.2% 194,061 $4.8M
Quantinno Capital Management LP 0.03% Add +38.7% 177,144 $4.4M
Broyhill Asset Management, LLC 2.99% Reduce -2.1% 147,538 $3.7M
Moran Wealth Management, LLC 0.12% Reduce -42.1% 147,520 $3.7M
FMR LLC 0.00% Reduce -4.4% 140,688 $3.5M
Townsquare Capital LLC 0.03% New 130,753 $3.3M
Nia Impact Advisors, LLC 1.13% New 122,325 $3.0M
Balefire, LLC 0.99% Add +5.3% 116,111 $2.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -56.5% 89,294 $2.2M
Bank of America Corp. 0.00% Add +79.0% 88,839 $2.2M
Geode Capital Management, LLC 0.00% Reduce -19.1% 73,378 $1.8M
Qube Research & Technologies Ltd 0.00% Add +439.3% 72,490 $1.8M
Franklin Resources Inc. 0.00% Add +2.8% 72,274 $1.8M
QRG Capital Management, Inc. 0.02% Add +4.9% 71,293 $1.8M
UBS Group AG 0.00% Add +24.7% 69,598 $1.7M
Pathstone Holdings, LLC 0.01% Add +11.8% 66,608 $1.7M
Wells Fargo & Company 0.00% Add +103.2% 65,674 $1.6M
Crossmark Global Holdings, Inc. 0.03% Add +0.9% 64,871 $1.6M
Optiver Holding B.V. 0.06% Add +7.2% 64,670 $1.6M
Ameriprise Financial Inc. 0.00% Add +431.3% 61,247 $1.5M
Summit Global Investments 0.11% New 57,949 $1.4M
Nuveen, LLC 0.00% — 55,991 $1.4M
Vident Advisory, LLC 0.02% Add +131.8% 54,274 $1.4M
Ethic Inc. 0.03% Add +3.6% 51,084 $1.3M
Creative Planning 0.00% Reduce -6.2% 50,031 $1.2M
Old Mission Capital LLC 0.02% Reduce -69.7% 47,453 $1.2M
Mariner, LLC 0.00% Reduce -10.7% 46,945 $1.2M
Sanctuary Advisors, LLC 0.01% Add +10.2% 43,443 $1.1M
Uncommon Cents Investing LLC 0.30% Add +0.1% 40,660 $1.0M
Two Sigma Advisers, LP 0.00% Reduce -16.9% 40,400 $1.0M
Highland Capital Management, LLC 0.06% Reduce -6.8% 40,150 $1000K
Cerity Partners LLC 0.00% Add +22.4% 39,903 $994K
Point72 Asset Management 0.00% Add +2.1% 38,343 $955K
Veracity Capital LLC 0.35% Reduce -3.0% 36,090 $899K
Charles Schwab Investment Management Inc. 0.00% Add +14.9% 35,696 $889K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.8% 34,138 $850K
Campbell & CO Investment Adviser LLC 0.07% Add +194.2% 34,104 $849K
O'shaughnessy Asset Management, LLC 0.01% Reduce -4.2% 32,258 $803K
National Bank of Canada 0.00% Add +4.6% 31,127 $774K
Signet Financial Management, LLC 0.10% Reduce -7.4% 29,269 $729K
Royal Bank of Canada 0.00% Add +0.1% 28,659 $714K
TrueMark Investments, LLC 0.18% New 27,107 $675K
Corient IA LP 0.44% — 25,000 $623K
Two Sigma Investments, LP 0.00% Reduce -70.9% 24,813 $618K
American Century Companies Inc. 0.00% No change 24,046 $599K
Dimensional Fund Advisors LP 0.00% Add +3.3% 23,583 $587K
Searle & Co. 0.17% No change 23,288 $580K
US Bancorp \de 0.00% Add +13.8% 23,242 $579K
Atlas Capital Advisors Inc. 0.07% Add +19.1% 22,249 $554K
Bank of New York Mellon Corp 0.00% Add +0.6% 22,071 $550K
Glenmede Trust Co. NA 0.00% Add +5.3% 20,864 $520K
Marshall Wace, LLP 0.00% Reduce -84.3% 20,382 $508K
Susquehanna International Group, LLP 0.00% Add +29.2% 20,269 $505K
Callan Family Office, LLC 0.04% Reduce -10.3% 19,898 $495K
First Trust Advisors LP 0.00% Reduce -15.1% 18,797 $468K
Ritholtz Wealth Management 0.01% Reduce -4.2% 18,704 $466K
Quadrant Capital Group LLC 0.02% Add +369.9% 18,132 $451K
MML Investors Services, LLC 0.00% Add +7.4% 18,052 $449K
Guggenheim Capital LLC 0.00% Add +15.9% 17,365 $432K
HighTower Advisors, LLC 0.00% Reduce -3.0% 17,358 $432K
Tidal Investments LLC 0.00% Add +0.8% 16,520 $411K
Rhumbline Advisers 0.00% Add +1.9% 16,353 $407K
Meyer Handelman Co. 0.01% No change 16,000 $398K
Summit Securities Group LLC 0.27% New 15,919 $396K
Cresset Asset Management, LLC 0.00% Reduce -24.4% 15,433 $384K
Riverwater Partners LLC 0.20% Reduce -6.6% 15,306 $381K
Koss-Olinger Consulting, LLC 0.03% No change 15,000 $374K
JPMorgan Chase & Co. 0.00% Reduce -25.6% 14,447 $360K
Mercer Global Advisors Inc. 0.00% Reduce -1.5% 14,301 $356K
AQR Capital Management 0.00% Add +14.2% 14,297 $356K
Callan Capital, LLC 0.03% Add +6.6% 13,974 $348K
Lodestar Private Asset Management LLC 0.04% Reduce -1.2% 13,932 $347K
Wulff, Hansen & Co. 0.32% Reduce -5.2% 13,880 $346K
Syon Capital LLC 0.03% Add +18.1% 13,648 $340K
Commonwealth Equity Services, LLC 0.00% Add +0.8% 13,361 $333K
Everett Harris & Co. 0.00% No change 13,259 $330K
Natixis Advisors, LLC 0.00% Reduce -12.6% 12,826 $319K
Fox Run Management, L.L.C. 0.05% Reduce -31.6% 12,436 $310K
Kestra Private Wealth Services, LLC 0.00% New 11,485 $286K
Virtus Advisers, LLC 0.18% New 11,033 $275K
Forum Financial Management, LP 0.00% No change 10,891 $271K
Harris Associates (Oakmark Funds) 0.00% New 10,695 $266K
One Capital Management, LLC 0.01% No change 10,482 $261K
SG Americas Securities, LLC 0.00% Add +0.0% 10,152 $253K
Sei Investments Co. 0.00% New 9,922 $247K
Kimelman & Baird, LLC 0.02% No change 9,734 $242K
Clearbridge Investments, LLC 0.00% Add +1.1% 9,727 $242K

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

Show all 202 holders