Fresenius Medical Care-ADRFMS

13F holders, Q2 2026 (June 30)
234holders +14
44new positions
29sold out
5famous investors
$22.61avg. 13F price*

At the end of Q2 2026, 234 institutions reported holding Fresenius Medical Care-ADR (FMS) in their 13F filings, up 14 from Q1 2026. 44 opened new positions and 29 sold out. The largest holders were Pzena Investment Management LLC ($339.0M), Morgan Stanley ($98.3M) and Dodge & Cox ($86.5M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset 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 2026 → Q2 2026

InstitutionsTotal Value
New Positions44$14.7M
Exits29$33.0M

All 13F filers, Q1 2026 → Q2 2026: 4,889,250 shares bought and 4,473,227 shares sold, net +416,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 234 holders

Pzena Investment Management LLC 0.99% Reduce -0.4% 14,992,081 $339.0M
Morgan Stanley 0.01% Add +75.0% 4,347,748 $98.3M
Dodge & Cox 0.05% No change 3,826,910 $86.5M
Fiduciary Management Inc. 0.94% Reduce -34.2% 2,937,829 $66.4M
Brandes Investment Partners, LP 0.30% Add +18.9% 1,916,090 $43.3M
Millennium Management 0.02% Reduce -4.2% 1,571,805 $35.5M
Todd Asset Management LLC 0.52% Add +0.7% 1,305,386 $29.5M
Goldman Sachs Group Inc. 0.00% Add +9.9% 898,668 $20.3M
BlackRock, Inc. 0.00% Add +37.1% 860,302 $19.5M
Teachers Retirement System of the State of Kentucky 0.13% No change 816,200 $18.5M
Quantinno Capital Management LP 0.01% Add +54.7% 527,966 $11.9M
O'shaughnessy Asset Management, LLC 0.05% Add +126.2% 465,587 $10.5M
Envestnet Asset Management Inc. 0.00% Add +11.7% 428,696 $9.7M
Northern Trust Corp. 0.00% Add +1.4% 384,960 $8.7M
Wells Fargo & Company 0.00% Add +13.9% 381,361 $8.6M
Raymond James Financial Inc. 0.00% Reduce -13.7% 364,770 $8.2M
Moran Wealth Management, LLC 0.22% Add +4.2% 362,438 $8.2M
Creative Planning 0.00% Add +61.8% 297,333 $6.7M
Royal Bank of Canada 0.00% Add +21.2% 262,797 $5.9M
FMR LLC 0.00% Reduce -16.8% 245,682 $5.6M
Abc Arbitrage SA 0.59% New 239,751 $5.4M
JPMorgan Chase & Co. 0.00% Add +90.7% 222,165 $5.0M
UBS Group AG 0.00% Add +93.6% 219,748 $5.0M
D. E. Shaw & Co. 0.00% Reduce -50.9% 210,747 $4.8M
HRT Financial LP 0.01% Add +139.7% 205,722 $4.7M
Assetmark, Inc. 0.01% Add +38.0% 182,569 $4.1M
Trexquant Investment LP 0.03% Add +435.5% 179,887 $4.1M
Cinctive Capital Management LP 0.15% Add +68.7% 167,016 $3.8M
Nia Impact Advisors, LLC 1.28% Reduce -7.3% 136,769 $3.1M
Ritholtz Wealth Management 0.04% Add +51.7% 128,403 $2.9M
Jane Street Group, LLC 0.00% Add +24.7% 101,878 $2.3M
Tidal Investments LLC 0.01% Add +96.0% 99,790 $2.3M
Stifel Financial Corp. 0.00% Add +18.0% 95,180 $2.2M
QRG Capital Management, Inc. 0.02% Add +15.7% 89,267 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -73.5% 89,122 $2.0M
AQR Capital Management 0.00% Add +118.7% 84,703 $1.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.4% 83,644 $1.9M
Hantz Financial Services, Inc. 0.03% Add +0.3% 82,644 $1.9M
National Bank of Canada 0.00% Add +28.2% 82,048 $1.9M
Searle & Co. 0.41% No change 80,725 $1.8M
Point72 Asset Management 0.00% Reduce -84.9% 76,829 $1.7M
Sei Investments Co. 0.00% Reduce -41.2% 71,001 $1.6M
Pathstone Holdings, LLC 0.00% Add +3.8% 69,638 $1.6M
Arrowstreet Capital, Limited Partnership 0.00% New 66,897 $1.5M
XTX Topco Ltd 0.02% New 66,073 $1.5M
Bank of Montreal 0.00% Add +37.9% 62,368 $1.4M
Advisors Asset Management, Inc. 0.02% Reduce -7.7% 60,931 $1.4M
Bank of America Corp. 0.00% Reduce -27.8% 59,517 $1.3M
Barometer Capital Management Inc. 0.37% Add +26.0% 58,200 $1.3M
Crossmark Global Holdings, Inc. 0.02% Add +2.2% 57,893 $1.3M
Two Sigma Investments, LP 0.00% Reduce -73.1% 57,673 $1.3M
MML Investors Services, LLC 0.00% Add +65.2% 57,365 $1.3M
LPL Financial LLC 0.00% Add +6.7% 56,890 $1.3M
Balyasny Asset Management L.P. 0.00% New 56,827 $1.3M
Mariner, LLC 0.00% Reduce -9.3% 45,425 $1.0M
Cerity Partners LLC 0.00% Add +7.9% 43,841 $991K
Callan Family Office, LLC 0.02% Add +94.7% 42,231 $955K
Vident Advisory, LLC 0.01% Reduce -9.7% 40,709 $920K
Uncommon Cents Investing LLC 0.20% Add +0.1% 40,545 $917K
Sequoia Financial Advisors, LLC 0.00% Add +95.0% 39,527 $894K
American Century Companies Inc. 0.00% Add +0.4% 38,751 $876K
Citadel Advisors 0.00% Reduce -32.8% 38,048 $860K
Summit Trail Advisors, LLC 0.01% Reduce -0.8% 37,189 $841K
Highland Capital Management, LLC 0.04% Add +0.1% 36,700 $830K
Ethic Inc. 0.01% Reduce -8.1% 31,911 $722K
Quadrant Capital Group LLC 0.02% Add +80.0% 31,538 $713K
Oppenheimer Asset Management Inc. 0.01% Add +12.0% 30,010 $679K
Ieq Capital, LLC 0.00% New 28,855 $652K
Ameriprise Financial Inc. 0.00% Add +25.3% 28,469 $648K
Summit Financial, LLC 0.01% Add +0.5% 28,228 $638K
Bank of New York Mellon Corp 0.00% Add +35.9% 28,081 $635K
Orion Porfolio Solutions, LLC 0.00% Add +24.5% 28,057 $634K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 27,642 $625K
Vanguard Personalized Indexing Management, LLC 0.01% Add +18.0% 27,587 $624K
Caprock Group, LLC 0.01% Add +18.1% 26,305 $595K
Lanark Financial, Inc. 0.04% Add +13.8% 24,007 $543K
Glenmede Trust Co. NA 0.00% Add +4.5% 21,763 $492K
GAMMA Investing LLC 0.02% Add +170.9% 21,695 $491K
DMC Group, LLC 0.33% Reduce -3.9% 21,588 $488K
Guggenheim Capital LLC 0.00% Reduce -0.4% 21,586 $488K
Optiver Holding B.V. 0.01% New 21,164 $479K
Rhumbline Advisers 0.00% Add +12.8% 21,134 $478K
US Bancorp \de 0.00% Reduce -8.4% 21,069 $476K
Steward Partners Investment Advisory, LLC 0.00% Add +47293.2% 20,853 $471K
Dimensional Fund Advisors LP 0.00% Add +6.5% 20,729 $469K
Cetera Investment Advisers 0.00% Add +23.5% 19,651 $444K
HighTower Advisors, LLC 0.00% Add +1.6% 18,702 $423K
Evergreen Capital Management LLC 0.01% Reduce -19.4% 18,485 $418K
Fifth Third Bancorp 0.00% Reduce -2.1% 18,375 $415K
Aaron Wealth Advisors LLC 0.02% Add +10.3% 18,099 $409K
Schonfeld Strategic Advisors LLC 0.00% Reduce -75.0% 17,122 $387K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +8.4% 16,716 $378K
Kathmere Capital Management, LLC 0.02% Add +65.3% 16,013 $362K
Meyer Handelman Co. 0.01% No change 16,000 $362K
Nuveen, LLC 0.00% Reduce -54.4% 15,944 $360K
Versant Capital Management, Inc 0.03% Add +60.2% 15,507 $351K
Venturi Wealth Management, LLC 0.01% New 15,357 $347K
Jones Financial Companies LLLP 0.00% Add +1.8% 14,925 $347K
Riverwater Partners LLC 0.10% No change 15,306 $346K
UMB Bank, n.a. 0.00% Add +0.4% 15,209 $344K
Ping Capital Management, Inc. 0.11% No change 15,000 $339K
Baron Wealth Management LLC 0.09% New 14,860 $336K
Osaic Holdings, Inc. 0.00% Add +11.8% 14,547 $329K
Natixis Advisors, LLC 0.00% Add +7.8% 14,314 $323K
Russell Investments Group, Ltd. 0.00% Add +32.5% 13,726 $310K
Lodestar Private Asset Management LLC 0.03% No change 13,532 $306K
D'Orazio & Associates, Inc. 0.04% Add +51.7% 13,511 $305K
Focus Partners Wealth 0.00% New 13,298 $301K
Transmarket Holdings LP 0.22% New 12,979 $293K
Syon Capital LLC 0.01% New 12,902 $292K
Neuberger Berman Group LLC 0.00% New 12,804 $289K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 12,784 $289K
Mercer Global Advisors Inc. 0.00% Reduce -18.1% 12,711 $287K
Truist Financial Corp. 0.00% Add +16.0% 12,667 $286K
Atlas Capital Advisors Inc. 0.03% No change 12,593 $285K
Geode Capital Management, LLC 0.00% Reduce -17.7% 12,588 $285K
Wealth Enhancement Advisory Services, LLC 0.00% New 11,706 $281K
United Capital Financial Advisors, LLC 0.00% Add +14.7% 11,586 $262K
Trek Financial, LLC 0.01% Add +1.8% 11,310 $256K
LVW Advisors, LLC 0.02% Reduce -20.4% 10,627 $240K
Two Sigma Securities, LLC 0.02% New 10,479 $237K
One Capital Management, LLC 0.01% No change 10,482 $236K
SG Americas Securities, LLC 0.00% Add +1.2% 10,341 $234K
Signaturefd, LLC 0.00% Add +30.1% 9,947 $225K
PKS Advisory Services, LLC 0.04% New 9,885 $224K
Kimelman & Baird, LLC 0.02% No change 9,734 $220K
PNC Financial Services Group, Inc. 0.00% Reduce -5.0% 9,684 $219K
HUB Investment Partners, LLC 0.00% New 9,147 $207K
Franklin Street Advisors Inc. 0.01% No change 8,896 $201K
Commons Capital, LLC 0.14% No change 8,895 $201K
Arbor Investment Advisors, LLC 0.02% New 8,874 $201K
Cacti Asset Management LLC 0.01% No change 6,000 $136K
Parallel Advisors, LLC 0.00% Reduce -9.4% 4,195 $95K
Blue Trust, Inc. 0.00% Add +9.3% 3,884 $88K
Allworth Financial LP 0.00% Add +31.5% 3,552 $80K
Quantbot Technologies LP 0.00% New 2,563 $58K
Huntington National Bank 0.00% Add +9.4% 2,541 $57K
EverSource Wealth Advisors, LLC 0.00% Reduce -41.6% 2,413 $55K
Cromwell Holdings LLC 0.02% No change 2,275 $51K
Rockefeller Capital Management L.P. 0.00% Add +18.7% 2,077 $47K
Northwestern Mutual Wealth Management Co. 0.00% Add +18.5% 2,060 $47K
Tower Research Capital LLC (TRC) 0.00% New 1,808 $41K
Arax Advisory Partners 0.00% Add +103.2% 1,760 $40K
Cape Investment Advisory, Inc. 0.01% New 1,722 $39K
Clearstead Advisors, LLC 0.00% New 1,613 $36K
Hartford Financial Management Inc. 0.01% Reduce -24.0% 1,508 $34K
Atlantic Union Bankshares Corp 0.00% No change 1,500 $34K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +57.2% 1,473 $33K
Farther Finance Advisors, LLC 0.00% Reduce -27.8% 1,377 $31K
Valley National Advisers Inc. 0.00% Reduce -5.2% 1,324 $30K
Davis Capital Management 0.02% New 1,292 $29K
TD Waterhouse Canada Inc. 0.00% No change 1,256 $29K
Brown Brothers Harriman & Co. 0.00% Reduce -1.4% 1,100 $25K
Smartleaf Asset Management LLC 0.00% No change 1,073 $24K
Guardian Partners Inc. 0.00% New 1,000 $23K
Rothschild Investment LLC 0.00% Add +8.8% 945 $21K
Centerpoint Advisors, LLC 0.01% No change 944 $21K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 926 $21K
Citigroup Inc. 0.00% Reduce -42.9% 850 $19K
Leonteq Securities AG 0.00% No change 750 $17K
Larson Financial Group LLC 0.00% Add +109.1% 669 $15K
Global Retirement Partners, LLC 0.00% — 669 $15K
Pinnacle Bancorp, Inc. 0.00% Add +31.1% 633 $14K
Salomon & Ludwin, LLC 0.00% Reduce -31.7% 598 $14K
Eastern Bank 0.00% Add +182.8% 591 $13K
Montag A & Associates Inc. 0.00% Add +15.1% 586 $13K
Owl Creek Wealth Partners LLC 0.00% Add +468.4% 540 $12K
Mb, Levis & Associates, LLC 0.00% No change 478 $11K
IFP Advisors, Inc 0.00% No change 464 $10K
Financial Consulate, Inc. 0.00% Add +38.5% 460 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 419 $9K
Transamerica Financial Advisors, LLC 0.00% Add +317.2% 413 $9K
Markowski Investments 0.00% — 409 $9K
True Wealth Design, LLC 0.00% Add +69.8% 338 $8K
Silver Grove Financial Group, Inc. 0.00% New 330 $7K
TD Private Client Wealth LLC 0.00% Add +1.6% 314 $7K
JNBA Financial Advisors 0.00% No change 301 $7K
Basecamp Wealth Advisors LLC 0.00% Add +8.0% 285 $6K
SBI Securities Co., Ltd. 0.00% Add +0.4% 269 $6K
Elevation Wealth Partners, LLC 0.00% New 259 $6K
WealthCollab, LLC 0.00% No change 219 $5K
NewEdge Advisors, LLC 0.00% Add +2.9% 212 $5K
Glen Eagle Advisors, LLC 0.00% Add +87.2% 204 $5K
Quest 10 Wealth Builders, Inc. 0.00% New 200 $5K
LifeSteps Financial, Inc. 0.00% New 200 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -87.4% 193 $4K
Mather Group, Llc. 0.00% New 150 $3K
Kelleher Financial Advisors 0.00% New 143 $3K
Bessemer Group Inc. 0.00% No change 181 $3K
Cornerstone Planning Group LLC 0.00% Add +251.5% 116 $3K
Parkside Financial Bank & Trust 0.00% Add +268.8% 118 $3K
Fiduciary Financial Advisors 0.00% New 112 $3K
Signature Equity Partners, LLC 0.00% Add +23.8% 104 $2K
Manning & Napier Advisors LLC 0.00% Add +23.5% 100 $2K
GW&K Investment Management, LLC 0.00% Add +1.3% 81 $2K
Raffa Wealth Management, LLC 0.00% No change 88 $2K
Highline Wealth Partners LLC 0.00% No change 85 $2K
Bell Investment Advisors, Inc 0.00% New 84 $2K
Private Trust Co. NA 0.00% No change 84 $2K
Creative Financial Designs Inc. 0.00% Add +32.3% 82 $2K
JFS Wealth Advisors, LLC 0.00% No change 79 $2K
Physician Wealth Advisors, Inc. 0.00% No change 74 $2K
First Command Advisory Services, Inc. 0.00% New 71 $2K
Elequin Capital, LP 0.00% New 68 $2K
CVA Family Office, LLC 0.00% No change 67 $2K
IMA Advisory Services, Inc. 0.00% Add +62.5% 65 $1K
Arlington Trust Co LLC 0.00% No change 61 $1K
JPL Wealth Management, LLC 0.00% New 53 $1K
Kilter Group LLC 0.00% New 50 $1K
Cornerstone Financial Management LLC 0.00% Add +88.5% 49 $1K
Principia Wealth Advisory, LLC 0.00% Add +13.2% 43 $972
Group One Trading LLC 0.00% No change 35 $791
Retirement Wealth Solutions LLC 0.00% Reduce -57.7% 33 $747
American Capital Advisory, LLC 0.00% Reduce -64.9% 26 $588
Stone House Investment Management, LLC 0.00% No change 25 $565
GHP Investment Advisors, Inc. 0.00% No change 24 $543
SHP Wealth Management 0.00% New 24 $543
Deutsche Bank AG 0.00% New 22 $497
Investors Research Corp 0.00% No change 21 $475
Burk Holdings LLC 0.00% No change 20 $452
MV Capital Management, Inc. 0.00% Reduce -9.5% 19 $430
Plante Moran Financial Advisors, LLC 0.00% New 17 $384
LRI Investments, LLC 0.00% New 17 $384
Motco 0.00% New 16 $362
Nisa Investment Advisors, LLC 0.00% No change 15 $339
SJS Investment Consulting Inc. 0.00% Reduce -90.6% 10 $227
Highland Investment Advisors LLC 0.00% — 9 $203
Bogart Wealth, LLC 0.00% Add +700.0% 8 $181
Whittier Trust Co. 0.00% New 6 $142
Abound Wealth Management 0.00% No change 6 $136
Monetary Solutions, Ltd 0.00% New 4 $90
Triumph Capital Management 0.00% No change 3 $68
Cassaday & Co Wealth Management LLC 0.00% No change 3 $68
Axiom Investment Management LLC 0.00% New 2 $45

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