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Fresenius Medical Care (FMS)

CUSIP: 358029106 | US | Healthcare · Medical Care Facilities | Large Cap | 925 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AFresenius SE & Co. KGaA67,181,35825.6%New 5%+ stakeAug 20, 2026No 13F filer matched
13D/AFresenius SE & Co. KGaA67,181,358
25.6% of class · Aug 20, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Pzena Investment Management LLC16,617,575
1.1% of portfolio›$371.9M
Todd Asset Management LLC1,761,483
0.7% of portfolio›$39.4M
ABC Arbitrage SA630,995
1.4% of portfolio›$14.1M
Moran Wealth Management, LLC381,352
0.2% of portfolio›$8.5M
Creative Planning337,805
0.0% of portfolio›$7.6M
Assetmark, Inc205,424
0.0% of portfolio›$4.6M
NIA Impact Advisors, LLC145,883
1.4% of portfolio›$3.3M
Ritholtz Wealth Management135,135
0.0% of portfolio›$3.0M
Searle & Co.80,725
0.4% of portfolio›$1.8M
Crossmark Global Holdings, Inc.63,752
0.0% of portfolio›$1.4M
Quadrant Capital Group LLC42,956
0.0% of portfolio›$905.5K
Uncommon Cents Investing Inc40,220
0.2% of portfolio›$900.1K
Highland Capital Management, LLC36,375
0.0% of portfolio›$814.1K
Ethic Inc.31,646
0.0% of portfolio›$708.2K
Oppenheimer Asset Management Inc.30,791
0.0% of portfolio›$689.1K
Bank of New York Mellon Corp28,468
0.0% of portfolio›$637.1K
Fifth Third Bancorp25,653
0.0% of portfolio›$574.1K
Dimensional Fund Advisors LP25,163
0.0% of portfolio›$563.1K
Lanark Financial, Inc.24,706
0.0% of portfolio›$552.9K
DMC Group, LLC22,859
0.4% of portfolio›$511.6K
Ping Capital Management, Inc.22,000
0.1% of portfolio›$492.4K
US Bancorp \de\20,277
0.0% of portfolio›$453.8K
Kathmere Capital Management, LLC19,818
0.0% of portfolio›$443.5K
Gamma Investing LLC19,350
0.0% of portfolio›$433.1K
Aaron Wealth Advisors LLC17,316
0.0% of portfolio›$387.5K
Transmarket Holdings LP17,311
0.2% of portfolio›$387.4K
Meyer Handelman Co16,000
0.0% of portfolio›$358.1K
Wealth Enhancement Advisory Services, LLC14,617
0.0% of portfolio›$305.2K
LVW Advisors, LLC13,713
0.0% of portfolio›$306.9K
Truist Financial Corp13,632
0.0% of portfolio›$305.1K
Lodestar Private Asset Management LLC13,301
0.0% of portfolio›$297.7K
Commonwealth Equity Services, LLC12,418
0.0% of portfolio›$277.9K
Trek Financial, LLC12,350
0.0% of portfolio›$276.4K
Baron Wealth Management LLC12,188
0.1% of portfolio›$272.8K
Evergreen Capital Management LLC12,098
0.0% of portfolio›$270.8K
Versant Capital Management, Inc11,570
0.0% of portfolio›$258.9K
Signaturefd, LLC11,540
0.0% of portfolio›$258.3K
PKS Advisory Services, LLC9,885
0.0% of portfolio›$223.5K
Simplex Trading, LLC6,464
0.0% of portfolio›$144.7K
Cacti Asset Management LLC6,000
0.0% of portfolio›$133.6K
Parallel Advisors, LLC4,326
0.0% of portfolio›$96.8K
EverSource Wealth Advisors, LLC2,882
0.0% of portfolio›$64.5K
Ascentis Wealth Management, LLC2,577
0.0% of portfolio›$57.7K
Cromwell Holdings LLC2,275
0.0% of portfolio›$50.9K
Farther Finance Advisors, LLC1,915
0.0% of portfolio›$42.9K
Cape Investment Advisory, Inc.1,718
0.0% of portfolio›$38.4K
Hartford Financial Management Inc.1,508
0.0% of portfolio›$33.8K
Pinnacle Wealth Planning Services, Inc.1,417
0.0% of portfolio›$31.7K
Mather Group, Llc.1,407
0.0% of portfolio›$31.5K
Blue Trust, Inc.1,397
0.0% of portfolio›$31.3K
Valley National Advisers Inc1,324
0.0% of portfolio›$29.6K
Davis Capital Management1,292
0.0% of portfolio›$28.9K
TD Waterhouse Canada Inc.1,256
0.0% of portfolio›$28.0K
Citigroup Inc1,194
0.0% of portfolio›$26.7K
Centerpoint Advisors, LLC944
0.0% of portfolio›$21.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP926
0.0% of portfolio›$20.7K
Leonteq Securities AG750
0.0% of portfolio›$16.8K
Larson Financial Group LLC692
0.0% of portfolio›$15.5K
Pinnacle Bancorp, Inc.633
0.0% of portfolio›$14.2K
Montag A & Associates Inc586
0.0% of portfolio›$13.1K
Eastern Bank578
0.0% of portfolio›$12.9K
Salomon & Ludwin, LLC524
0.0% of portfolio›$11.7K
MB, Levis & Associates, LLC478
0.0% of portfolio›$10.7K
Financial Consulate, Inc470
0.0% of portfolio›$10.5K
IFP Advisors, Inc464
0.0% of portfolio›$10.4K
Brown, Lisle Ings, Inc.419
0.0% of portfolio›$9.4K
Markowski Investments409
0.0% of portfolio›$9.2K
First Command Advisory Services, Inc.406
0.0% of portfolio›$9.1K
TD Private Client Wealth LLC320
0.0% of portfolio›$7.2K
Jnba Financial Advisors301
0.0% of portfolio›$6.7K
Silver Grove Financial Group, Inc.277
0.0% of portfolio›$6.2K
SBI Securities Co., Ltd.270
0.0% of portfolio›$6.0K
Elevation Wealth Partners, LLC259
0.0% of portfolio›$5.8K
True Wealth Design, LLC258
0.0% of portfolio›$5.8K
Root Financial Partners, LLC248
0.0% of portfolio›$5.6K
Quest 10 Wealth Builders, Inc.200
0.0% of portfolio›$4.5K
Provenance Wealth Advisors, LLC176
0.0% of portfolio›$3.9K
Owl Creek Wealth Partners LLC165
0.0% of portfolio›$3.7K
Creative Financial Designs Inc94
0.0% of portfolio›$2.1K
JFS Wealth Advisors, LLC91
0.0% of portfolio›$2.0K
Signature Equity Partners, LLC89
0.0% of portfolio›$2.0K
Highline Wealth Partners LLC85
0.0% of portfolio›$1.9K
Private Trust Co NA84
0.0% of portfolio›$1.9K
Physician Wealth Advisors, Inc.74
0.0% of portfolio›$1.7K
West Financial Advisors, LLC66
0.0% of portfolio›$1.5K
Parkside Financial Bank & Trust64
0.0% of portfolio›$1.4K
GK Wealth Management LLC62
0.0% of portfolio›$1.4K
Retirement Wealth Solutions LLC62
0.0% of portfolio›$1.4K
Arlington Trust Co LLC61
0.0% of portfolio›$1.4K
American Capital Advisory, LLC26
0.0% of portfolio›$582
GHP Investment Advisors, Inc.24
0.0% of portfolio›$538
Investors Research Corp21
0.0% of portfolio›$470
Burk Holdings LLC20
0.0% of portfolio›$448
MV Capital Management, Inc.19
0.0% of portfolio›$426
Planning Strategies Inc.18
0.0% of portfolio›$403
Nisa Investment Advisors, LLC15
0.0% of portfolio›$336
Proathlete Wealth Management LLC13
0.0% of portfolio›$290
Elyxium Wealth, LLC9
0.0% of portfolio›$201
Abound Wealth Management4
0.0% of portfolio›$90
Gilpin Wealth Management, LLC3
0.0% of portfolio›$68
Monetary Solutions, Ltd3
0.0% of portfolio›$67
Triumph Capital Management3
0.0% of portfolio›$67
StyleTurnoverLocationFiled
Pzena Investment Management LLC
16,617,575$371.9M1.1%Deep ValueMediumNew York, NY2026-10-30
Todd Asset Management LLC
1,761,483$39.4M0.7%ValueMediumLouisville, KY2026-10-27
ABC Arbitrage SA
630,995$14.1M1.4%YieldVery HighParis, India2026-10-23
Moran Wealth Management, LLC
381,352$8.5M0.2%CoreMediumNaples, FL2026-10-22
Creative Planning
337,805$7.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Assetmark, Inc
205,424$4.6M0.0%ETFLowConcord, CA2026-10-21
NIA Impact Advisors, LLC
145,883$3.3M1.4%CoreMediumOakland, CA2026-11-04
Ritholtz Wealth Management
135,135$3.0M0.0%IndexLowNew York, NY2026-11-05
Searle & Co.
80,725$1.8M0.4%CoreLowGreenwich, CT2026-11-04
Crossmark Global Holdings, Inc.
63,752$1.4M0.0%GARPMediumHouston, TX2026-10-21
Quadrant Capital Group LLC
42,956$905.5K0.0%CoreLowCincinnati, OH2026-10-20
Uncommon Cents Investing Inc
40,220$900.1K0.2%ValueVery LowJanesville, WI2026-10-20
Highland Capital Management, LLC
36,375$814.1K0.0%GrowthMediumMemphis, TN2026-10-26
Ethic Inc.
31,646$708.2K0.0%CoreLowNew York, NY2026-11-03
Oppenheimer Asset Management Inc.
30,791$689.1K0.0%CoreMediumNew York, NY2026-10-27
Bank of New York Mellon Corp
28,468$637.1K0.0%CoreLowNew York, NY2026-11-05
Fifth Third Bancorp
25,653$574.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Dimensional Fund Advisors LP
25,163$563.1K0.0%IndexLowAustin, TX2026-11-04
Lanark Financial, Inc.
24,706$552.9K0.0%CoreMediumBirmingham, AL2026-10-26
DMC Group, LLC
22,859$511.6K0.4%CoreMediumBirmingham, AL2026-10-26
Ping Capital Management, Inc.
22,000$492.4K0.1%YieldMediumNew York, NY2026-10-13
US Bancorp \de\
20,277$453.8K0.0%IndexLowMinneapolis, MN2026-11-05
Kathmere Capital Management, LLC
19,818$443.5K0.0%ETFLowWayne, PA2026-10-20
Gamma Investing LLC
19,350$433.1K0.0%IndexVery LowFoster City, CA2026-10-08
Aaron Wealth Advisors LLC
17,316$387.5K0.0%GrowthMediumChicago, IL2026-10-13
Transmarket Holdings LP
17,311$387.4K0.2%Deep ValueVery HighChicago, IL2026-10-27
Meyer Handelman Co
16,000$358.1K0.0%CoreLowRye Brook, NY2026-10-28
Wealth Enhancement Advisory Services, LLC
14,617$305.2K0.0%CoreLowPlymouth, MN2026-10-13
LVW Advisors, LLC
13,713$306.9K0.0%CoreMediumPittsford, NY2026-10-19
Truist Financial Corp
13,632$305.1K0.0%CoreLowCharlotte, NC2026-10-30
Lodestar Private Asset Management LLC
13,301$297.7K0.0%ETFLowAlamo, CA2026-10-26
Commonwealth Equity Services, LLC
12,418$277.9K0.0%ETFLowWaltham, MA2026-11-02
Trek Financial, LLC
12,350$276.4K0.0%ETFHighScottsdale, AZ2026-10-29
Baron Wealth Management LLC
12,188$272.8K0.1%CoreLowTroy, MI2026-10-27
Evergreen Capital Management LLC
12,098$270.8K0.0%GARPMediumBellevue, WA2026-10-23
Versant Capital Management, Inc
11,570$258.9K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
11,540$258.3K0.0%IndexLowAtlanta, GA2026-10-23
PKS Advisory Services, LLC
9,885$223.5K0.0%ETFMediumAlbany, NY2026-10-26
Simplex Trading, LLC
6,464$144.7K0.0%CoreVery HighChicago, IL2026-11-04
Cacti Asset Management LLC
6,000$133.6K0.0%CoreVery LowAtlanta, GA2026-10-01
Parallel Advisors, LLC
4,326$96.8K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
2,882$64.5K0.0%CoreMediumBirmingham, AL2026-11-04
Ascentis Wealth Management, LLC
2,577$57.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Cromwell Holdings LLC
2,275$50.9K0.0%IndexLowJackson, WY2026-10-28
Farther Finance Advisors, LLC
1,915$42.9K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
1,718$38.4K0.0%ETFLowMcdonough, GA2026-10-13
Hartford Financial Management Inc.
1,508$33.8K0.0%CoreLowWest Hartford, CT2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,417$31.7K0.0%GARPLowMansfield, OH2026-10-27
Mather Group, Llc.
1,407$31.5K0.0%ETFMediumChicago, IL2026-10-14
Blue Trust, Inc.
1,397$31.3K0.0%ETFLowBrentwood, TN2026-10-15
Valley National Advisers Inc
1,324$29.6K0.0%ETFLowBethlehem, PA2026-10-23
Davis Capital Management
1,292$28.9K0.0%CoreLowJacksonville, FL2026-10-08
TD Waterhouse Canada Inc.
1,256$28.0K0.0%CoreLowToronto, Australia2026-10-16
Citigroup Inc
1,194$26.7K0.0%CoreMediumNew York, NY2026-11-04
Centerpoint Advisors, LLC
944$21.0K0.0%ETFVery LowNeedham, MA2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
926$20.7K0.0%GrowthVery LowBoston, MA2026-10-23
Leonteq Securities AG
750$16.8K0.0%CoreHighZurich, Switzerland2026-10-29
Larson Financial Group LLC
692$15.5K0.0%GrowthLowSt Louis, MO2026-11-05
Pinnacle Bancorp, Inc.
633$14.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Montag A & Associates Inc
586$13.1K0.0%CoreLowAtlanta, GA2026-10-29
Eastern Bank
578$12.9K0.0%GrowthMediumBoston, MA2026-10-05
Salomon & Ludwin, LLC
524$11.7K0.0%ETFVery LowRichmond, VA2026-10-29
MB, Levis & Associates, LLC
478$10.7K0.0%ETFVery LowCenter Valley, PA2026-10-16
Financial Consulate, Inc
470$10.5K0.0%ETFLowHunt Valley, MD2026-10-23
IFP Advisors, Inc
464$10.4K0.0%GrowthLowTampa, FL2026-10-16
Brown, Lisle Ings, Inc.
419$9.4K0.0%CoreVery LowProvidence, RI2026-10-16
Markowski Investments
409$9.2K0.0%ETFN/ATampa, FL2026-10-30
First Command Advisory Services, Inc.
406$9.1K0.0%IndexLowFort Worth, TX2026-11-05
TD Private Client Wealth LLC
320$7.2K0.0%ETFLowNew York, NY2026-10-28
Jnba Financial Advisors
301$6.7K0.0%ETFMediumBloomington, MN2026-11-03
Silver Grove Financial Group, Inc.
277$6.2K0.0%CoreMediumOrchard Park, NY2026-11-05
SBI Securities Co., Ltd.
270$6.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Elevation Wealth Partners, LLC
259$5.8K0.0%ETFLowWalnut Creek, CA2026-10-07
True Wealth Design, LLC
258$5.8K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
248$5.6K0.0%ETFMediumEncinitas, CA2026-10-21
Quest 10 Wealth Builders, Inc.
200$4.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Provenance Wealth Advisors, LLC
176$3.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Owl Creek Wealth Partners LLC
165$3.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Creative Financial Designs Inc
94$2.1K0.0%ETFMediumKokomo, IN2026-11-04
JFS Wealth Advisors, LLC
91$2.0K0.0%ETFVery LowHermitage, PA2026-11-03
Signature Equity Partners, LLC
89$2.0K0.0%GrowthMediumColumbus, OH2026-10-29
Highline Wealth Partners LLC
85$1.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Private Trust Co NA
84$1.9K0.0%CoreLowCleveland, OH2026-10-20
Physician Wealth Advisors, Inc.
74$1.7K0.0%ETFMediumMidvale, UT2026-10-20
West Financial Advisors, LLC
66$1.5K0.0%ETFLowDes Moines, IA2026-10-22
Parkside Financial Bank & Trust
64$1.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
GK Wealth Management LLC
62$1.4K0.0%GARPVery HighReno, NV2026-10-09
Retirement Wealth Solutions LLC
62$1.4K0.0%ETFLowMarshfield, WI2026-10-07
Arlington Trust Co LLC
61$1.4K0.0%ETFMediumBirmingham, AL2026-10-20
American Capital Advisory, LLC
26$5820.0%ETFLowKetchum, ID2026-10-28
GHP Investment Advisors, Inc.
24$5380.0%CoreVery LowDenver, CO2026-10-15
Investors Research Corp
21$4700.0%ETFLowAtlanta, GA2026-10-07
Burk Holdings LLC
20$4480.0%ETFVery LowTulsa, OK2026-11-05
MV Capital Management, Inc.
19$4260.0%ETFLowBethesda, MD2026-10-29
Planning Strategies Inc.
18$4030.0%ETFN/ALancaster, PA2026-10-02
Nisa Investment Advisors, LLC
15$3360.0%IndexVery LowSt. Louis, MO2026-10-20
Proathlete Wealth Management LLC
13$2900.0%ETFVery LowBoca Raton, FL2026-10-15
Elyxium Wealth, LLC
9$2010.0%GrowthVery LowBeverly Hills, CA2026-10-27
Abound Wealth Management
4$900.0%ETFVery LowFranklin, TN2026-10-26
Gilpin Wealth Management, LLC
3$680.0%GrowthLowDenver, CO2026-10-09
Monetary Solutions, Ltd
3$670.0%ETFVery LowDayton, OH2026-10-22
Triumph Capital Management
3$670.0%ETFMediumDenver, CO2026-10-14