Fresenius Medical Care-ADRFMS

13F holders, Q2 2025 (June 30)
208holders +6
27new positions
22sold out
4famous investors
$28.58avg. 13F price*

At the end of Q2 2025, 208 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings, up 6 from Q1 2025. 27 opened new positions and 22 sold out. The largest holders were Pzena Investment Management LLC ($418.9M), Fiduciary Management Inc. ($161.6M) and Dodge & Cox ($109.3M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), 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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions27$20.3M
Exits22$11.0M

All 13F filers, Q1 2025 → Q2 2025: 4,542,452 shares bought and 2,943,467 shares sold, net +1,598,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 208 holders

Pzena Investment Management LLC 1.36% Reduce -4.6% 14,662,982 $418.9M
Fiduciary Management Inc. 1.55% Reduce -4.9% 5,656,372 $161.6M
Dodge & Cox 0.06% Reduce -8.3% 3,826,910 $109.3M
Morgan Stanley 0.00% Add +125.5% 2,369,089 $67.7M
Todd Asset Management LLC 0.76% Add +156.9% 1,239,113 $35.4M
Goldman Sachs Group Inc. 0.00% Add +9.3% 796,804 $22.8M
Teachers Retirement System of the State of Kentucky 0.17% Add +152.8% 753,500 $21.5M
Integral Health Asset Management, LLC 2.00% Add +10.3% 750,000 $21.4M
BlackRock, Inc. 0.00% Add +6.4% 445,366 $12.7M
Northern Trust Corp. 0.00% Add +11.2% 422,727 $12.1M
Hennessy Advisors Inc. 0.38% New 401,800 $11.5M
Envestnet Asset Management Inc. 0.00% Add +26.8% 373,961 $10.7M
Bank of America Corp. 0.00% Add +279.7% 337,316 $9.6M
Millennium Management 0.01% Reduce -71.5% 308,390 $8.8M
Raymond James Financial Inc. 0.00% Reduce -3.4% 277,995 $7.9M
Abc Arbitrage SA 0.75% Add +18.2% 229,375 $6.6M
Qube Research & Technologies Ltd 0.01% Add +175.3% 199,563 $5.7M
Quantinno Capital Management LP 0.02% Add +2.9% 182,222 $5.2M
Moran Wealth Management, LLC 0.13% Add +1.4% 149,551 $4.3M
FMR LLC 0.00% Add +1.9% 143,412 $4.1M
Nia Impact Advisors, LLC 1.21% Reduce -0.1% 122,198 $3.5M
Citigroup Inc. 0.00% Add +7824.5% 93,747 $2.7M
Arlington Capital Management, Inc. 2.23% New 89,930 $2.6M
QRG Capital Management, Inc. 0.02% Add +14.4% 81,574 $2.3M
UBS Group AG 0.00% Add +13.7% 79,151 $2.3M
US Bancorp \de 0.00% Add +225.5% 75,660 $2.2M
Franklin Resources Inc. 0.00% Add +3.8% 75,034 $2.1M
Natixis Advisors, LLC 0.00% Add +462.3% 72,124 $2.1M
Ameriprise Financial Inc. 0.00% Add +10.5% 67,703 $1.9M
Pathstone Holdings, LLC 0.01% Reduce -0.6% 66,204 $1.9M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.1% 64,829 $1.9M
Tower Research Capital LLC (TRC) 0.05% Add +616.5% 62,815 $1.8M
Citadel Advisors 0.00% Add +1042116.7% 62,533 $1.8M
Broyhill Asset Management, LLC 1.58% Reduce -58.7% 60,952 $1.7M
Geode Capital Management, LLC 0.00% Reduce -21.1% 57,905 $1.7M
Royal Bank of Canada 0.00% Add +94.3% 55,671 $1.6M
Wells Fargo & Company 0.00% Reduce -16.9% 54,555 $1.6M
Creative Planning 0.00% Add +6.1% 53,073 $1.5M
Balefire, LLC 0.33% Reduce -54.7% 52,578 $1.5M
Ethic Inc. 0.03% Add +2.8% 52,497 $1.5M
Sanctuary Advisors, LLC 0.01% Add +15.6% 50,214 $1.4M
Optiver Holding B.V. 0.04% Reduce -22.6% 50,045 $1.4M
Mariner, LLC 0.00% Add +2.3% 48,010 $1.4M
Charles Schwab Investment Management Inc. 0.00% Add +16.6% 41,618 $1.2M
Cerity Partners LLC 0.00% Add +3.1% 41,126 $1.2M
Uncommon Cents Investing LLC 0.31% Reduce -1.5% 40,065 $1.1M
Highland Capital Management, LLC 0.06% Reduce -2.6% 39,100 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +14.1% 38,942 $1.1M
Nuveen, LLC 0.00% Reduce -31.1% 38,564 $1.1M
JPMorgan Chase & Co. 0.00% Add +160.3% 37,610 $1.1M
Trustmark Bank Trust Department 0.07% New 35,963 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +10.1% 35,524 $1.0M
National Bank of Canada 0.00% Add +12.3% 34,954 $999K
Vident Advisory, LLC 0.01% Reduce -36.7% 34,355 $982K
LPL Financial LLC 0.00% New 33,780 $965K
BNP Paribas Financial Markets 0.00% Add +133720.8% 32,117 $918K
Assetmark, Inc. 0.00% Add +248.7% 31,148 $890K
Signet Financial Management, LLC 0.11% Add +3.4% 30,261 $865K
Callan Family Office, LLC 0.03% Add +50.1% 29,877 $854K
American Century Companies Inc. 0.00% Add +21.3% 29,173 $833K
AQR Capital Management 0.00% Add +89.0% 27,024 $772K
Engineers Gate Manager LP 0.01% New 25,874 $739K
Corient IA LP 0.42% No change 25,000 $714K
Dimensional Fund Advisors LP 0.00% Add +1.2% 23,861 $682K
Searle & Co. 0.19% No change 23,288 $665K
MML Investors Services, LLC 0.00% Add +26.9% 22,911 $655K
Guggenheim Capital LLC 0.01% Add +30.4% 22,651 $647K
Atlas Capital Advisors Inc. 0.08% Add +1.6% 22,604 $646K
Bank of New York Mellon Corp 0.00% Reduce -2.3% 21,567 $616K
Mercer Global Advisors Inc. 0.00% Add +47.9% 21,156 $604K
Glenmede Investment Management, LP 0.00% — 20,811 $595K
Autumn Glory Partners, LLC 0.28% Add +21.7% 11,198 $591K
Two Sigma Investments, LP 0.00% Reduce -16.8% 20,642 $590K
Two Sigma Advisers, LP 0.00% Reduce -49.0% 20,600 $589K
XTX Topco Ltd 0.02% New 20,563 $587K
Fifth Third Bancorp 0.00% Add +156.6% 19,654 $562K
Ritholtz Wealth Management 0.01% Add +1.3% 18,941 $541K
First Trust Advisors LP 0.00% Add +0.4% 18,873 $539K
Advisors Asset Management, Inc. 0.01% Add +137.0% 18,528 $529K
Jane Street Group, LLC 0.00% New 18,362 $525K
Barometer Capital Management Inc. 0.14% New 18,300 $523K
Quadrant Capital Group LLC 0.02% Reduce -1.0% 17,952 $513K
HighTower Advisors, LLC 0.00% Reduce -4.1% 16,640 $475K
Rhumbline Advisers 0.00% Reduce -0.7% 16,233 $464K
Meyer Handelman Co. 0.02% No change 16,000 $457K
Riverwater Partners LLC 0.21% No change 15,306 $437K
Veracity Capital LLC 0.15% Reduce -59.3% 14,684 $420K
Koss-Olinger Consulting, LLC 0.03% Reduce -3.3% 14,509 $415K
Osaic Holdings, Inc. 0.00% Add +636.0% 14,351 $410K
Lodestar Private Asset Management LLC 0.05% No change 13,932 $398K
Everett Harris & Co. 0.00% No change 13,259 $379K
Sei Investments Co. 0.00% Add +26.9% 12,592 $360K
Summit Trail Advisors, LLC 0.01% New 12,468 $356K
Syon Capital LLC 0.02% Reduce -9.4% 12,360 $353K
Commonwealth Equity Services, LLC 0.00% Reduce -7.5% 12,364 $353K
Verition Fund Management LLC 0.00% New 11,927 $341K
Kestra Private Wealth Services, LLC 0.00% Add +1.7% 11,685 $334K
Tidal Investments LLC 0.00% Reduce -32.9% 11,078 $316K
Virtus Advisers, LLC 0.20% No change 11,033 $315K
One Capital Management, LLC 0.01% No change 10,482 $299K

"% 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 208 holders