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

13F reference period

Q3 2026

Institutions Reporting

132

Shares (Excl. Options)

32.44MFull value: 32,440,517 · shares · 30 Sep 2026

Price

$22.38

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+274,644
Value change
+$5,415,961
Number of holders
132
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
257,120,182
SEC-reported price per share
$21.21
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.
  • 132 institutions reported positions in Q3 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 236 to 132 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $960.46MFull value: $960,455,566 · USD · 30 Jun 2026
    to
    $725.94MFull value: $725,942,551 · USD · 30 Sep 2026
    .

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

Latest holder context comes from 132 institutions filings for Q3 2026.

Open SEC evidence

Security key

358029106

13F reference period

Q3 2026

13F holders

132

13D/G owners

2

CIK / CUSIP context first

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 21% -18% $1,139,785,483 -$285,131,120 53,738,118 -20% Fresenius SE & Co. KGaA 11 Nov 2026
HARRIS ASSOCIATES L P 3.9% $283,213,788 11,717,575 HARRIS ASSOCIATES L P 31 Dec 2024
As of 30 Sep 2026, 132 institutional investors reported holding
32.44MFull value: 32,440,517 · shares · 30 Sep 2026
shares of Fresenius Medical Care AG - Ordinary Shares without par value (FMS). This represents 13% of the company’s total
257.12MFull value: 257,120,182 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
12%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PZENA INVESTMENT MANAGEMENT LLC 6.5% 16,617,575 +11% 1.1% $371,901,339
MORGAN STANLEY 1.7% 4,424,999 +1.8% 0.01% $99,031,515
Dodge & Cox 1.3% 3,328,110 -13% 0.04% $74,483,102
TODD ASSET MANAGEMENT LLC 0.69% 1,761,483 +35% 0.71% $39,422,198
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.43% 1,106,400 +36% 0.17% $24,761,000
ABC ARBITRAGE SA 0.25% 630,995 +163% 1.4% $14,121,668
Quantinno Capital Management LP 0.21% 541,357 +2.5% 0.01% $12,115,585
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.19% 476,268 +612% 0% $10,658,878
Moran Wealth Management, LLC 0.15% 381,352 +5.2% 0.23% $8,534,658
RAYMOND JAMES FINANCIAL INC 0.13% 343,945 -5.7% 0% $7,697,500
Creative Planning 0.13% 337,805 +14% 0% $7,560,073
Qube Research & Technologies Ltd 0.13% 327,927 0.01% $7,339,006
ASSETMARK, INC 0.08% 205,424 +13% 0.01% $4,597,379
NIA IMPACT ADVISORS, LLC 0.06% 145,883 +6.7% 1.4% $3,264,860
RITHOLTZ WEALTH MANAGEMENT 0.05% 135,135 +5.2% 0.04% $3,024,322
BNP PARIBAS FINANCIAL MARKETS 0.04% 112,498 0% $2,517,705
Tidal Investments LLC 0.04% 107,878 +8.1% 0.01% $2,414,310
STIFEL FINANCIAL CORP 0.04% 97,912 +2.9% 0% $2,191,277
SEARLE & CO. 0.03% 80,725 0% 0.43% $1,806,626
Crossmark Global Holdings, Inc. 0.02% 63,752 +10% 0.02% $1,426,770
AMERICAN CENTURY COMPANIES INC 0.02% 61,694 +59% 0% $1,380,712
BAROMETER CAPITAL MANAGEMENT INC. 0.02% 58,200 0% 0.38% $1,302,516
LPL Financial LLC 0.02% 57,402 +0.9% 0% $1,284,656
Cerity Partners LLC 0.02% 49,745 +13% 0% $1,113,300
Orion Porfolio Solutions, LLC 0.02% 44,005 +57% 0.01% $984,841

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 32,440,517 $725,942,551 +$5,415,961 $22.38 132
2026 Q2 42,477,052 $960,455,566 +$15,144,900 $22.61 236
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
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