Fresenius Medical Care-ADRFMS

13F holders, Q3 2025 (September 30)
206holders −2
26new positions
26sold out
3famous investors
$26.50avg. 13F price*

At the end of Q3 2025, 206 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings, down 2 from Q2 2025. 26 opened new positions and 26 sold out. The largest holders were Pzena Investment Management LLC ($390.1M), Fiduciary Management Inc. ($143.7M) and Dodge & Cox ($100.8M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$27.5M
Exits26$9.9M

All 13F filers, Q2 2025 → Q3 2025: 1,612,107 shares bought and 2,209,276 shares sold, net −597,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 206 holders

Pzena Investment Management LLC 1.26% Add +1.1% 14,816,852 $390.1M
Fiduciary Management Inc. 1.45% Reduce -3.5% 5,457,388 $143.7M
Dodge & Cox 0.05% No change 3,826,910 $100.8M
Morgan Stanley 0.00% Reduce -15.7% 1,997,342 $52.6M
Todd Asset Management LLC 0.69% Add +5.2% 1,303,424 $34.3M
Teachers Retirement System of the State of Kentucky 0.16% Add +8.3% 816,200 $21.5M
Goldman Sachs Group Inc. 0.00% Reduce -2.2% 779,191 $20.5M
Point72 Asset Management 0.03% New 534,000 $14.1M
BlackRock, Inc. 0.00% Add +5.2% 468,402 $12.3M
Integral Health Asset Management, LLC 0.86% Reduce -40.0% 450,000 $11.8M
Northern Trust Corp. 0.00% Reduce -1.2% 417,787 $11.0M
Hennessy Advisors Inc. 0.34% Reduce -7.4% 372,200 $9.8M
Millennium Management 0.01% Add +2.8% 317,109 $8.3M
Raymond James Financial Inc. 0.00% Add +1.5% 282,074 $7.4M
Envestnet Asset Management Inc. 0.00% Reduce -25.1% 280,178 $7.4M
Focus Partners Wealth 0.01% New 17,271 $6.5M
Quantinno Capital Management LP 0.02% Add +30.1% 236,992 $6.2M
Qube Research & Technologies Ltd 0.01% Add +11.9% 223,222 $5.9M
Nia Impact Advisors, LLC 1.40% Add +33.9% 163,587 $4.3M
Moran Wealth Management, LLC 0.13% Add +5.7% 158,024 $4.2M
FMR LLC 0.00% Add +7.7% 154,510 $4.1M
UBS Group AG 0.00% Add +93.9% 153,449 $4.0M
Franklin Resources Inc. 0.00% Add +37.4% 103,075 $2.7M
Bank of America Corp. 0.00% Reduce -75.6% 82,201 $2.2M
Searle & Co. 0.56% Add +246.6% 80,725 $2.1M
Cubist Systematic Strategies, LLC 0.03% New 79,558 $2.1M
Broyhill Asset Management, LLC 1.79% Add +27.1% 77,437 $2.0M
Pathstone Holdings, LLC 0.01% Add +2.3% 67,701 $1.8M
Factory Mutual Insurance Co. 0.02% New 67,196 $1.8M
QRG Capital Management, Inc. 0.02% Reduce -20.4% 64,902 $1.7M
Crossmark Global Holdings, Inc. 0.03% Add +0.0% 64,833 $1.7M
Creative Planning 0.00% Add +20.3% 63,842 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -7.8% 62,421 $1.6M
Wells Fargo & Company 0.00% Add +7.4% 58,591 $1.5M
Geode Capital Management, LLC 0.00% No change 57,905 $1.5M
JPMorgan Chase & Co. 0.00% Add +49.6% 56,252 $1.5M
Royal Bank of Canada 0.00% Reduce -8.1% 51,154 $1.3M
Mariner, LLC 0.00% Add +3.4% 49,661 $1.3M
Balefire, LLC 0.26% Reduce -6.3% 49,256 $1.3M
Charles Schwab Investment Management Inc. 0.00% Add +14.8% 47,763 $1.3M
Ethic Inc. 0.02% Reduce -9.0% 47,756 $1.3M
Optiver Holding B.V. 0.02% Reduce -7.5% 46,303 $1.2M
US Bancorp \de 0.00% Reduce -38.9% 46,255 $1.2M
Jane Street Group, LLC 0.00% Add +145.5% 45,077 $1.2M
Vident Advisory, LLC 0.01% Add +27.9% 43,932 $1.2M
Cerity Partners LLC 0.00% Add +1.3% 41,660 $1.1M
Highland Capital Management, LLC 0.05% Add +4.9% 41,000 $1.1M
Uncommon Cents Investing LLC 0.26% Reduce -1.0% 39,665 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +9.1% 38,744 $1.0M
Nuveen, LLC 0.00% Reduce -1.7% 37,911 $998K
National Bank of Canada 0.00% Add +7.5% 37,579 $989K
XY Capital Ltd 0.81% New 37,143 $978K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -4.9% 37,017 $975K
Advisors Asset Management, Inc. 0.01% Add +79.4% 33,241 $875K
Barometer Capital Management Inc. 0.20% Add +79.2% 32,800 $864K
AQR Capital Management 0.00% Add +20.0% 32,439 $854K
Assetmark, Inc. 0.00% Add +0.9% 31,444 $828K
Signet Financial Management, LLC 0.09% Reduce -1.4% 29,842 $786K
American Century Companies Inc. 0.00% Add +0.8% 29,416 $775K
Corient Private Wealth LP 0.00% New 29,296 $771K
Dimensional Fund Advisors LP 0.00% Add +19.0% 28,394 $748K
Callan Family Office, LLC 0.02% Reduce -7.6% 27,614 $727K
Corient IA LP 0.49% No change 25,000 $658K
Two Sigma Advisers, LP 0.00% Add +9.7% 22,600 $595K
Guggenheim Capital LLC 0.00% Reduce -2.6% 22,062 $581K
Bank of New York Mellon Corp 0.00% Reduce -0.5% 21,450 $565K
MML Investors Services, LLC 0.00% Reduce -9.4% 20,764 $547K
Glenmede Investment Management, LP 0.00% Reduce -0.5% 20,708 $545K
Abc Arbitrage SA 0.05% Reduce -91.2% 20,211 $532K
Mercer Global Advisors Inc. 0.00% Reduce -9.6% 19,127 $504K
Ritholtz Wealth Management 0.01% Reduce -2.8% 18,411 $485K
Quadrant Capital Group LLC 0.02% Add +1.2% 18,164 $478K
Fifth Third Bancorp 0.00% Reduce -8.2% 18,040 $475K
HighTower Advisors, LLC 0.00% Add +5.7% 17,590 $463K
Meyer Handelman Co. 0.01% No change 16,000 $421K
Koss-Olinger Consulting, LLC 0.03% No change 14,509 $415K
Osaic Holdings, Inc. 0.00% Add +9.3% 15,688 $408K
Natixis Advisors, LLC 0.00% Reduce -78.7% 15,331 $404K
Riverwater Partners LLC 0.17% No change 15,306 $403K
Tower Research Capital LLC (TRC) 0.01% Reduce -75.8% 15,213 $401K
Rhumbline Advisers 0.00% Reduce -13.2% 14,089 $371K
Syon Capital LLC 0.02% Add +13.1% 13,980 $368K
AlphaCore Capital LLC 0.01% Add +446.9% 13,912 $366K
Sei Investments Co. 0.00% Add +10.2% 13,879 $365K
Kestra Private Wealth Services, LLC 0.00% Add +16.7% 13,640 $359K
Lodestar Private Asset Management LLC 0.04% Reduce -2.5% 13,582 $358K
Forum Financial Management, LP 0.00% Add +51.0% 13,510 $356K
Everett Harris & Co. 0.00% No change 13,259 $349K
Summit Trail Advisors, LLC 0.00% Reduce -0.8% 12,374 $326K
Commonwealth Equity Services, LLC 0.00% Reduce -0.8% 12,260 $323K
Ieq Capital, LLC 0.00% New 12,240 $322K
Tidal Investments LLC 0.00% Add +4.8% 11,609 $306K
PNC Financial Services Group, Inc. 0.00% Add +13.5% 11,533 $304K
Evergreen Capital Management LLC 0.01% Add +36.9% 11,158 $294K
XTX Topco Ltd 0.02% Reduce -45.7% 11,158 $294K
Virtus Advisers, LLC 0.16% No change 11,033 $290K
Engineers Gate Manager LP 0.00% Reduce -58.8% 10,660 $281K
Two Sigma Investments, LP 0.00% Reduce -48.4% 10,642 $280K
One Capital Management, LLC 0.01% No change 10,482 $276K
GAMMA Investing LLC 0.02% Add +5.9% 10,437 $275K

"% 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 206 holders