13F reference period
Q2 2026
Security Snapshot
Fresenius Medical Care AG - Ordinary Shares without par value (FMS) Institutional Ownership
CUSIP: 358029106
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
235
Shares (Excl. Options)
42,476,368
Price
$22.61
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Ordinary Shares without par value
- Symbol
- FMS on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 42,476,368
- Total 13F value
- $960,440,101
- Portfolio coverage rank
- 0%
- Share change
- +664,799
- Value change
- +$15,130,000
- Number of holders
- 235
- Shares outstanding
- 262,427,180
- SEC-reported price per share
- $22.38
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- FMS - Fresenius Medical Care AG - Ordinary Shares without par value is tracked under CUSIP 358029106.
- 235 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 219 to 235 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $949,965,201 to $960,440,101.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 235 institutions filings for Q2 2026.
Security key
358029106
13F reference period
Q2 2026
13F holders
235
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
FMS full holder history
Fresenius Medical Care AG SEC filings
Fresenius Medical Care AG company facts
Fresenius Medical Care AG insider transactions
Fresenius Medical Care AG 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 358029106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
FMS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Fresenius SE & Co. KGaA | 26% | -10% | $1,651,989,593 | -$408,170,000 | 67,181,358 | -20% | Fresenius SE & Co. KGaA | 20 Aug 2026 |
| HARRIS ASSOCIATES L P | 3.9% | $283,213,788 | 11,717,575 | HARRIS ASSOCIATES L P | 31 Dec 2024 |
As of 30 Jun 2026, 235 institutional investors reported holding 42,476,368 shares of Fresenius Medical Care AG - Ordinary Shares without par value (FMS). This represents 16% of the company’s total 262,427,180 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
15%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 5.7% | 14,992,081 | -0.4% | 1% | $338,970,952 |
| MORGAN STANLEY | 1.7% | 4,347,748 | +75% | 0.01% | $98,302,636 |
| Dodge & Cox | 1.5% | 3,826,910 | 0% | 0.05% | $86,526,435 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.1% | 2,937,829 | -34% | 0.94% | $66,424,314 |
| BRANDES INVESTMENT PARTNERS, LP | 0.73% | 1,916,090 | +19% | 0.3% | $43,323,176 |
| MILLENNIUM MANAGEMENT LLC | 0.6% | 1,571,805 | -4.2% | 0.02% | $35,538,511 |
| TODD ASSET MANAGEMENT LLC | 0.5% | 1,305,386 | +0.68% | 0.52% | $29,514,940 |
| GOLDMAN SACHS GROUP INC | 0.34% | 898,668 | +9.9% | 0% | $20,318,888 |
| BlackRock, Inc. | 0.33% | 860,302 | +37% | 0% | $19,451,429 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 0.31% | 816,200 | 0% | 0.13% | $18,454,000 |
| Quantinno Capital Management LP | 0.2% | 527,966 | +55% | 0.01% | $11,937,327 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.18% | 465,587 | +126% | 0.05% | $10,526,922 |
| ENVESTNET ASSET MANAGEMENT INC | 0.16% | 428,696 | +12% | 0% | $9,692,471 |
| NORTHERN TRUST CORP | 0.15% | 384,960 | +1.4% | 0% | $8,703,946 |
| WELLS FARGO & COMPANY/MN | 0.15% | 381,361 | +14% | 0% | $8,622,583 |
| RAYMOND JAMES FINANCIAL INC | 0.14% | 364,770 | -14% | 0% | $8,247,454 |
| Moran Wealth Management, LLC | 0.14% | 362,438 | +4.2% | 0.22% | $8,194,724 |
| Creative Planning | 0.11% | 297,333 | +62% | 0% | $6,722,694 |
| ROYAL BANK OF CANADA | 0.1% | 262,795 | +21% | 0% | $5,942,000 |
| FMR LLC | 0.09% | 245,682 | -17% | 0% | $5,554,864 |
| ABC ARBITRAGE SA | 0.09% | 239,751 | 0.59% | $5,420,770 | |
| JPMORGAN CHASE & CO | 0.08% | 222,165 | +91% | 0% | $5,043,147 |
| UBS Group AG | 0.08% | 219,748 | +94% | 0% | $4,968,502 |
| D. E. Shaw & Co., Inc. | 0.08% | 210,747 | -51% | 0% | $4,764,990 |
| HRT FINANCIAL LP | 0.08% | 205,722 | +140% | 0.01% | $4,651,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 491,526 | $10,921,826 | +$635,155 | $22.38 | 42 |
| 2026 Q2 | 42,476,368 | $960,440,101 | +$15,130,000 | $22.61 | 235 |
| 2026 Q1 | 42,110,804 | $949,965,201 | +$95,372,319 | $22.56 | 219 |
| 2025 Q4 | 37,508,073 | $893,440,267 | +$33,309,792 | $23.82 | 213 |
| 2025 Q3 | 36,120,634 | $951,005,129 | -$14,569,100 | $26.33 | 203 |
| 2025 Q2 | 36,636,431 | $1,046,674,202 | +$46,295,068 | $28.57 | 203 |
| 2025 Q1 | 35,046,889 | $872,643,678 | +$27,257,295 | $24.90 | 197 |
| 2024 Q4 | 34,017,350 | $770,139,012 | +$5,191,746 | $22.64 | 187 |
| 2024 Q3 | 33,465,497 | $713,210,489 | +$46,953,355 | $21.30 | 164 |
| 2024 Q2 | 31,332,670 | $598,145,446 | -$36,538,124 | $19.09 | 166 |
| 2024 Q1 | 33,213,535 | $640,484,181 | -$410,800 | $19.28 | 168 |
| 2023 Q4 | 33,129,394 | $689,882,206 | -$1,429,220 | $20.83 | 160 |
| 2023 Q3 | 33,054,027 | $711,494,307 | -$24,576,102 | $21.54 | 146 |
| 2023 Q2 | 34,074,546 | $815,697,393 | -$113,386,403 | $23.93 | 141 |
| 2023 Q1 | 38,943,140 | $828,079,836 | -$106,128,012 | $21.26 | 147 |
| 2022 Q4 | 44,147,684 | $721,518,359 | +$190,854,706 | $16.34 | 151 |
| 2022 Q3 | 32,612,977 | $457,762,115 | -$40,450,898 | $14.04 | 133 |
| 2022 Q2 | 32,237,246 | $803,829,195 | +$52,339,396 | $24.94 | 155 |
| 2022 Q1 | 30,584,664 | $1,030,101,462 | +$97,919,185 | $33.68 | 173 |
| 2021 Q4 | 27,697,563 | $899,187,170 | +$54,237,214 | $32.46 | 165 |
| 2021 Q3 | 25,876,821 | $905,133,412 | +$190,668,853 | $34.97 | 150 |
| 2021 Q2 | 20,356,867 | $846,033,789 | +$44,454,274 | $41.57 | 168 |
| 2021 Q1 | 19,343,763 | $713,592,444 | +$321,140,390 | $36.88 | 162 |
| 2020 Q4 | 10,477,415 | $435,514,087 | +$61,869,042 | $41.56 | 169 |
| 2020 Q3 | 9,057,592 | $384,729,746 | +$298,263 | $42.48 | 175 |