Fresenius Medical Care AG - Ordinary Shares without par value (FMS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Ordinary Shares without par value
Symbol
FMS on NYSE
Shares outstanding
292,938,399
Price per share
$24.46
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
37,498,973
Total reported value
$893,223,505
% of total 13F portfolios
0%
Share change
+1,412,812
Value change
+$33,311,910
Number of holders
210
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Fresenius Medical Care AG - Ordinary Shares without par value (FMS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fresenius SE & Co. KGaA 29% -11% $2,024,971,833 -$256,202,000 83,780,382 -11% Fresenius SE & Co. KGaA 06 Mar 2025
HARRIS ASSOCIATES L P 3.9% $283,213,788 11,717,575 HARRIS ASSOCIATES L P 31 Dec 2024

As of 31 Dec 2025, 210 institutional investors reported holding 37,498,973 shares of Fresenius Medical Care AG - Ordinary Shares without par value (FMS). This represents 13% of the company’s total 292,938,399 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Fresenius Medical Care AG - Ordinary Shares without par value (FMS) together control 12% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PZENA INVESTMENT MANAGEMENT LLC 5% 14,752,836 -0.43% 1.1% $351,412,563
FIDUCIARY MANAGEMENT INC /WI/ 1.7% 4,961,969 -9.1% 1.3% $118,194,102
Dodge & Cox 1.3% 3,826,910 0% 0.05% $91,156,996
MORGAN STANLEY 1% 2,939,838 +47% 0% $70,026,979
TODD ASSET MANAGEMENT LLC 0.44% 1,286,763 -1.3% 0.6% $30,650,843
Point72 Asset Management, L.P. 0.39% 1,132,814 +112% 0.04% $26,983,629
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.28% 816,200 0% 0.15% $19,442,000
GOLDMAN SACHS GROUP INC 0.25% 735,014 -5.7% 0% $17,508,030
Integral Health Asset Management, LLC 0.22% 650,000 +44% 0.78% $15,483,000
BlackRock, Inc. 0.16% 461,759 -1.4% 0% $10,999,105
NORTHERN TRUST CORP 0.14% 401,076 -4% 0% $9,553,631
HENNESSY ADVISORS INC 0.12% 349,500 -6.1% 0.3% $8,325,090
Quantinno Capital Management LP 0.1% 294,915 +24% 0.01% $7,024,894
RAYMOND JAMES FINANCIAL INC 0.1% 286,898 +1.7% 0% $6,833,913
Moran Wealth Management, LLC 0.09% 264,462 +67% 0.19% $6,299,485
ENVESTNET ASSET MANAGEMENT INC 0.09% 255,716 -8.7% 0% $6,091,155
ABC ARBITRAGE SA 0.09% 249,800 +1136% 0.56% $5,950,236
Qube Research & Technologies Ltd 0.07% 201,872 -9.6% 0.01% $4,808,591
NIA IMPACT ADVISORS, LLC 0.05% 152,962 -6.5% 1.2% $3,643,558
JANE STREET GROUP, LLC 0.05% 135,434 +200% 0% $3,226,038
FMR LLC 0.05% 134,693 -13% 0% $3,208,395
UBS Group AG 0.03% 101,827 -34% 0% $2,425,519
JPMORGAN CHASE & CO 0.03% 98,901 +76% 0% $2,355,824
XTX Topco Ltd 0.03% 94,093 +743% 0.06% $2,241,295
BANK OF AMERICA CORP /DE/ 0.03% 83,089 +1.1% 0% $1,979,180

Institutional Holders of Fresenius Medical Care AG - Ordinary Shares without par value (FMS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 37,498,973 $893,223,505 +$33,311,910 $23.82 210
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
2020 Q2 9,267,915 $401,447,759 +$17,538,666 $43.28 170
2020 Q1 8,974,855 $294,569,245 -$29,833,385 $32.80 164
2019 Q4 9,680,491 $356,666,606 +$46,131,193 $36.83 158
2019 Q3 8,489,300 $285,105,242 -$16,844,569 $33.59 151
2019 Q2 8,950,197 $351,529,404 -$460,985 $39.28 162
2019 Q1 8,941,080 $362,331,240 -$95,805,052 $40.53 174
2018 Q4 11,388,563 $369,019,549 -$138,129,963 $32.39 180
2018 Q3 14,718,338 $756,764,850 -$5,906,145 $51.42 211
2018 Q2 15,162,171 $763,413,834 -$7,227,748 $50.35 218
2018 Q1 15,297,396 $781,593,438 +$24,203,270 $51.08 225
2017 Q4 14,819,242 $778,776,107 -$202,631,503 $52.55 216
2017 Q3 18,646,855 $911,697,869 +$129,634,957 $48.89 202
2017 Q2 16,003,620 $773,467,989 -$22,236,435 $48.33 187
2017 Q1 16,530,566 $696,655,793 +$35,942,277 $42.13 182
2016 Q4 15,727,940 $663,668,094 +$4,815,697 $42.21 181
2016 Q3 15,540,077 $680,561,144 +$53,327,989 $43.77 178
2016 Q2 14,264,054 $621,723,704 +$22,300,933 $43.57 168
2016 Q1 13,795,412 $607,780,798 +$162,209,272 $44.08 170
2015 Q4 10,134,777 $423,471,816 -$43,799,011 $41.84 145
2015 Q3 11,220,499 $438,080,897 +$5,290,906 $39.01 136
2015 Q2 11,398,223 $474,110,703 -$15,390,530 $41.59 139
2015 Q1 11,780,877 $488,479,999 -$12,986,545 $41.45 137
2014 Q4 12,202,625 $453,352,333 -$28,432,090 $37.14 139
2014 Q3 12,932,041 $449,021,219 -$22,303,536 $34.70 125
2014 Q2 13,519,503 $452,998,292 -$29,506,824 $33.49 130
2014 Q1 14,370,640 $500,971,845 -$59,867,800 $34.85 125