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FMS — FRESENIUS MEDICAL CARE AG

Reported value held$674.21M
Funds holding (latest)32
SectorHealth Care
Funds holding (Q2 2026)25
Institutional value$650.70M · 28.78M sh
New / Add / Cut / Exit4 / 8 / 11 / 0
Top-5 / Top-10 concentration89.1% / 96.4%
Institutional holdings change Accumulating +6.3% (+1.69M sh)
Institutional value change Up +6.5%

As of Q2 2026, 25 SEC-registered investment managers reported holding FMS (FRESENIUS MEDICAL CARE AG) in their latest 13F filings, with a combined reported value of $650.70M across 28.78M shares. That is +6.3% by share count (+1.69M shares) versus the previous quarter, while reported value moved +6.5%. Ownership is concentrated: the five largest holders account for 89.1% of reported value and the top ten for 96.4%.

Compared with the prior quarter, 4 opened new positions, 8 added to existing stakes, 11 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

FMS is classified in the Health Care sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Pzena Investment Management history Q2 2026 14.99M $338.97M 0.99% Hold
Morgan Stanley history Q2 2026 4.35M $98.30M 0.01% Add
Dodge & Cox history Q2 2026 3.83M $86.53M 0.04% Hold
Millennium Management history Q2 2026 1.57M $35.54M 0.01% Reduce
Invesco Ltd history Q4 2023 978.86K $20.39M 0.01% Add
Goldman Sachs Group history Q2 2026 898.67K $20.32M 0.00% Add
BlackRock Inc history Q2 2026 860.30K $19.45M 0.00% Add
Northern Trust Corp history Q2 2026 384.96K $8.70M 0.00% Add
Wells Fargo & Co history Q2 2026 381.36K $8.62M 0.00% Add
Fidelity Management & Research (FMR) history Q2 2026 245.68K $5.55M 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 222.16K $5.04M 0.00% New
UBS Group AG history Q2 2026 219.75K $4.97M 0.00% Add
D. E. Shaw & Co history Q2 2026 210.75K $4.76M 0.00% Reduce
AQR Capital Management history Q2 2026 84.70K $1.92M 0.00% Add
Charles Schwab Investment Management history Q2 2026 83.64K $1.89M 0.00% Reduce
Franklin Resources history Q4 2025 76.89K $1.83M 0.00% Reduce
Citadel Advisors history Q2 2026 78.75K $1.78M 0.00% Reduce
Point72 Asset Management history Q2 2026 76.83K $1.74M 0.00% Reduce
Arrowstreet Capital history Q2 2026 66.90K $1.51M 0.00% New
Bank of America Corp history Q2 2026 59.52K $1.35M 0.00% Reduce

View all 32 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Pzena Investment Management 6.41M 9.46M 11.58M 13.18M 13.12M 24.33M 20.03M 16.67M 16.29M 16.27M 16.27M 16.18M 16.22M 15.28M 15.38M 14.66M 14.82M 14.75M 15.05M 14.99M
Morgan Stanley 507.52K 333.20K 189.97K 443.57K 1.05M 957.63K 1.05M 1.00M 1.04M 951.50K 995.71K 978.58K 1.03M 1.03M 1.05M 2.37M 2.00M 2.94M 2.48M 4.35M
Dodge & Cox — — 1.28M 1.28M 1.28M 3.50M 4.22M 4.22M 4.22M 4.22M 4.22M 4.22M 4.17M 4.17M 4.17M 3.83M 3.83M 3.83M 3.83M 3.83M
Millennium Management — — — 671.13K 1.28M 936.62K 103.05K 115.55K 13.88K — 149.56K — 13.38K 722.24K 1.08M 308.39K 317.11K 40.52K 1.64M 1.57M
Goldman Sachs Group 500.08K 514.57K 248.16K 174.20K 459.97K 449.28K 463.96K 736.85K 888.76K 618.47K 643.29K 762.16K 669.32K 778.62K 729.10K 796.80K 779.19K 735.01K 818.00K 898.67K
BlackRock Inc — — — — — — — — — — — — 476.09K 469.62K 418.60K 445.37K 468.40K 461.76K 627.67K 860.30K
Northern Trust Corp 170.16K 152.03K 166.47K 164.45K 202.26K 237.76K 255.14K 260.99K 258.93K 260.58K 254.22K 260.19K 248.24K 362.19K 380.25K 422.73K 417.79K 401.08K 379.78K 384.96K
Wells Fargo & Co 8.07K 11.22K 14.41K 12.61K 18.41K 53.89K 25.79K 30.03K 28.70K 30.55K 29.47K 30.61K 32.50K 32.33K 65.67K 54.55K 58.59K 49.19K 334.86K 381.36K
Fidelity Management & Research (FMR) 20.70K 42.71K 65.42K 58.70K 82.27K 54.96K 76.24K 82.81K 85.66K 74.56K 76.55K 83.58K 76.35K 147.18K 140.69K 143.41K 154.51K 134.69K 295.39K 245.68K
JPMorgan Chase & Co 5.18K 2.77K 2.71K 2.59K 2.55K 3.43K 6.29K 8.84K 7.00K 5.64K 59.96K 8.37K 9.90K 19.43K 14.45K 37.61K 56.25K 98.90K — 222.16K
UBS Group AG 117.94K 70.15K 66.93K 32.66K 30.53K 39.07K 40.08K 37.28K 29.59K 31.27K 37.19K 42.41K 43.16K 55.80K 69.60K 79.15K 153.45K 101.83K 113.52K 219.75K
D. E. Shaw & Co — 73.88K 70.44K — 120.07K — — — — 15.35K 76.18K — 14.34K — — — — 33.00K 429.33K 210.75K
AQR Capital Management — — — — — — — — — — — 10.34K — 12.52K 14.30K 27.02K 32.44K 37.31K 38.74K 84.70K
Charles Schwab Investment Management 8.87K 8.25K 8.52K — — — — 9.25K 10.57K — 11.76K 19.93K 22.16K 31.07K 35.70K 41.62K 47.76K 47.61K 84.83K 83.64K
Citadel Advisors — 199.96K 56.48K 244.36K 1.19M 33.70K 44.65K 63.98K 135.26K 243.46K 206.14K 176.25K 197.34K 80.51K 105.21K 77.53K 16.30K 39.59K 102.88K 78.75K
Point72 Asset Management — — — — — — — — — 15.80K — — — 37.54K 38.34K — 534.00K 1.13M 509.91K 76.83K
Arrowstreet Capital 199.50K 354.51K 137.94K 28.43K 886.97K 1.57M 713.62K — 18.45K 100.89K 221.96K — 279.29K 205.53K 89.29K — — — — 66.90K
Bank of America Corp 948.88K 847.23K 1.08M 915.20K 87.62K 83.53K 68.92K 72.46K 78.23K 59.68K 72.87K 48.57K 59.30K 49.63K 88.84K 337.32K 82.20K 83.09K 82.47K 59.52K
Two Sigma Investments — 26.20K 216.64K 435.20K 517.43K 450.73K 77.50K 77.50K 70.80K 62.50K 141.71K 16.55K 138.65K 85.40K 24.81K 20.64K 10.64K 48.65K 214.37K 57.67K
Balyasny Asset Management — — 70.00K — 157.26K 442.81K 750.61K 646.14K 91.98K — — 57.43K — — — — — 75.53K — 56.83K

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