Vault-13

FRESENIUS MEDICAL CARE AG FMS

SPONSORED ADR · ADR · CUSIP 358029106 · ISIN US3580291066

233 institutional holders +13 vs Q1 2026
42,430,27042.4m shares reported held*
$959.4mreported value*
45 new 100 added 43 reduced 29 sold out net bought ≈ $9.5m (+419.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.61. Options: 5 managers hold calls ($2.9m notional), 4 hold puts ($3.0m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 142Q4 22: 155Q1 23: 156Q2 23: 147Q3 23: 148Q4 23: 160Q1 24: 172Q2 24: 167Q3 24: 168Q4 24: 190Q1 25: 203Q2 25: 209Q3 25: 207Q4 25: 215Q1 26: 220Q2 26: 233233Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022142
Q4 2022155
Q1 2023156
Q2 2023147
Q3 2023148
Q4 2023160
Q1 2024172
Q2 2024167
Q3 2024168
Q4 2024190
Q1 2025203
Q2 2025209
Q3 2025207
Q4 2025215
Q1 2026220
Q2 2026233

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 78 bought or addedQ3 24: 68 cut or sold outQ4 24: 93 bought or addedQ4 24: 58 cut or sold outQ4 24Q1 25: 92 bought or addedQ1 25: 68 cut or sold outQ2 25: 110 bought or addedQ2 25: 71 cut or sold outQ2 25Q3 25: 99 bought or addedQ3 25: 84 cut or sold outQ4 25: 85 bought or addedQ4 25: 95 cut or sold outQ4 25Q1 26: 129 bought or addedQ1 26: 84 cut or sold outQ2 26: 145 bought or addedQ2 26: 72 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247868
Q4 20249358
Q1 20259268
Q2 202511071
Q3 20259984
Q4 20258595
Q1 202612984
Q2 202614572

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 25 calls: $3.4mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $3.6mQ4 25 puts: $1.8mQ4 25P/C 0.49Q1 26 calls: $2.6mQ1 26 puts: $3.5mQ1 26P/C 1.35Q2 26 calls: $2.9mQ2 26 puts: $3.0mQ2 26P/C 1.03
Numbers
QuarterCallsPutsP/C
Q3 2025$3.4m$00.00
Q4 2025$3.6m$1.8m0.49
Q1 2026$2.6m$3.5m1.35
Q2 2026$2.9m$3.0m1.03

Biggest buyers

MORGAN STANLEY Added +1,862,938+1.9m
BRANDES INVESTMENT PARTNERS, LP Added +305,241+305.2k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Added +259,711+259.7k
ABC ARBITRAGE SA New +239,751+239.8k
BlackRock, Inc. Added +232,633+232.6k
Quantinno Capital Management LP Added +186,623+186.6k
Trexquant Investment LP Added +146,297+146.3k
HRT FINANCIAL LP Added +119,885+119.9k
Creative Planning Added +113,515+113.5k
UBS Group AG Added +106,231+106.2k

Biggest sellers

FIDUCIARY MANAGEMENT INC /WI/ Reduced -1,524,277-1.5m
Integral Health Asset Management, LLC Sold out -775,000-775.0k
Point72 Asset Management, L.P. Reduced -433,078-433.1k
HENNESSY ADVISORS INC Sold out -337,800-337.8k
BNP PARIBAS FINANCIAL MARKETS Reduced -246,668-246.7k
D. E. Shaw & Co., Inc. Reduced -218,585-218.6k
TWO SIGMA INVESTMENTS, LP Reduced -156,701-156.7k
DIVERSIFIED MANAGEMENT INC Sold out -73,047-73.0k
MILLENNIUM MANAGEMENT LLC Reduced -69,496-69.5k
Engineers Gate Manager LP Sold out -63,593-63.6k

Biggest calls

SIMPLEX TRADING, LLC Added $1.1m50.0k shares
Optiver Holding B.V. Reduced $531.3k23.5k shares
CITADEL ADVISORS LLC Reduced $447.7k19.8k shares
JANE STREET GROUP, LLC New $411.5k18.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $348.2k15.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.8m78.3k shares
CITADEL ADVISORS LLC Reduced $472.5k20.9k shares
SIMPLEX TRADING, LLC Reduced $463.5k20.5k shares
JANE STREET GROUP, LLC Added $253.2k11.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Fresenius SE & Co. KGaA 13D · may seek influence -3.0 pts · filed 2026-08-24
Stated purposeItem 4 of the Schedule 13D is hereby amended and restated in its entirety as follows: On August 20, 2026, Fresenius KGaA entered into the Share Purchase Agreement (as defined in Item 6) and agreed to sell certain Shares (as defined in Item 6) representing in the aggregate up to approximately 2.97% of the total share capital of the Company to the Purchaser in a block trade in accordance with the terms of the Share Purchase Agreement, as further described below. Fresenius KGaA is entering into this transaction as part of its broader portfolio optimization strategy. Fresenius KGaA intends to review its investment in the Company on a continuing basis and, depending on market conditions, the trading price of the Shares, legal or regulatory developments and other factors, may from time to time… Full filing
25.6% -3.0 pts 67.2m 2026-08-24

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PZENA INVESTMENT MANAGEMENT LLC 1.00% of their portfolio NEW YORK, NY 14,992,08115.0m $339.0m $339.0m 1.00% Reduced -60.7k -60,741
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,347,7484.3m $98.3m $98.3m 0.01% Added +1.9m +1,862,938
3 Dodge & Cox 0.05% of their portfolio San Francisco, CA 3,826,9103.8m $86.5m $86.5m 0.05% Unchanged
4 FIDUCIARY MANAGEMENT INC /WI/ 0.94% of their portfolio MILWAUKEE, WI 2,937,8292.9m $66.4m $66.4m 0.94% Reduced -1.5m -1,524,277
5 BRANDES INVESTMENT PARTNERS, LP 0.30% of their portfolio LA JOLLA, CA 1,916,0901.9m $43.3m $43.3m 0.30% Added +305.2k +305,241
6 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 1,571,8051.6m $35.5m $35.5m 0.02% Reduced -69.5k -69,496
7 TODD ASSET MANAGEMENT LLC 0.52% of their portfolio Louisville, KY 1,305,3861.3m $29.5m $29.5m 0.52% Added +8.8k +8,843
8 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 898,668898.7k $20.3m $20.3m 0.00% Added +80.7k +80,666
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 860,302860.3k $19.5m $19.5m 0.00% Added +232.6k +232,633
10 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.13% of their portfolio FRANKFORT, KY 816,200816.2k $18.5m $18.5m 0.13% Unchanged
11 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 527,966528.0k $11.9m $11.9m 0.01% Added +186.6k +186,623
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.05% of their portfolio Stamford, CT 465,587465.6k $10.5m $10.5m 0.05% Added +259.7k +259,711
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 428,696428.7k $9.7m $9.7m 0.00% Added +44.9k +44,925
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 384,960385.0k $8.7m $8.7m 0.00% Added +5.2k +5,176
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 381,361381.4k $8.6m $8.6m 0.00% Added +46.5k +46,506
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 364,770364.8k $8.2m $8.2m 0.00% Reduced -57.7k -57,654
17 Moran Wealth Management, LLC 0.22% of their portfolio NAPLES, FL 362,438362.4k $8.2m $8.2m 0.22% Added +14.7k +14,665
18 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 297,333297.3k $6.7m $6.7m 0.00% Added +113.5k +113,515
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 262,797262.8k $5.9m $5.9m 0.00% Added +45.9k +45,936
20 FMR LLC 0.00% of their portfolio BOSTON, MA 245,682245.7k $5.6m $5.6m 0.00% Reduced -49.7k -49,707
21 ABC ARBITRAGE SA 0.59% of their portfolio PARIS, I0 239,751239.8k $5.4m $5.4m 0.59% New
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 222,165222.2k $5.0m $5.0m 0.00% Added +105.7k +105,671
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 219,748219.7k $5.0m $5.0m 0.00% Added +106.2k +106,231
24 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 210,747210.7k $4.8m $4.8m 0.00% Reduced -218.6k -218,585
25 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 205,722205.7k $4.7m $4.7m 0.01% Added +119.9k +119,885
26 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 182,569182.6k $4.1m $4.1m 0.01% Added +50.2k +50,249
27 Trexquant Investment LP 0.03% of their portfolio STAMFORD, CT 179,887179.9k $4.1m $4.1m 0.03% Added +146.3k +146,297
28 Cinctive Capital Management LP 0.15% of their portfolio New York, NY 167,016167.0k $3.8m $3.8m 0.15% Added +68.0k +68,012
29 NIA IMPACT ADVISORS, LLC 1.28% of their portfolio OAKLAND, CA 136,769136.8k $3.1m $3.1m 1.28% Reduced -10.8k -10,828
30 RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio NEW YORK, NY 128,403128.4k $2.9m $2.9m 0.04% Added +43.7k +43,745
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 101,878101.9k $2.3m $2.3m 0.00% Added +20.2k +20,166
32 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 99,79099.8k $2.3m $2.3m 0.01% Added +48.9k +48,885
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 95,18095.2k $2.2m $2.2m 0.00% Added +14.5k +14,516
34 QRG CAPITAL MANAGEMENT, INC. 0.02% of their portfolio BERWYN, PA 89,26789.3k $2.0m $2.0m 0.02% Added +12.1k +12,139
35 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 89,12289.1k $2.0m $2.0m 0.00% Reduced -246.7k -246,668
36 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 84,70384.7k $1.9m $1.9m 0.00% Added +46.0k +45,967
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 83,64483.6k $1.9m $1.9m 0.00% Reduced -1.2k -1,189
38 HANTZ FINANCIAL SERVICES, INC. 0.03% of their portfolio SOUTHFIELD, MI 82,64482.6k $1.9m $1.9m 0.03% Added +228 +228
39 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 82,04882.0k $1.9m $1.9m 0.00% Added +18.1k +18,053
40 SEARLE & CO. 0.41% of their portfolio GREENWICH, CT 80,72580.7k $1.8m $1.8m 0.41% Unchanged
41 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 76,82976.8k $1.7m $1.7m 0.00% Reduced -433.1k -433,078
42 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 71,00171.0k $1.6m $1.6m 0.00% Reduced -49.7k -49,703
43 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 69,63869.6k $1.6m $1.6m 0.00% Added +2.6k +2,553
44 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 66,89766.9k $1.5m $1.5m 0.00% New
45 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 66,07366.1k $1.5m $1.5m 0.02% New
46 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 62,36862.4k $1.4m $1.4m 0.00% Added +17.1k +17,150
47 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 60,93160.9k $1.4m $1.4m 0.02% Reduced -5.1k -5,093
48 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 59,51759.5k $1.3m $1.3m 0.00% Reduced -22.9k -22,949
49 BAROMETER CAPITAL MANAGEMENT INC. 0.37% of their portfolio TORONTO, A6 58,20058.2k $1.3m $1.3m 0.37% Added +12.0k +12,000
50 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 57,89357.9k $1.3m $1.3m 0.02% Added +1.3k +1,270
51 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 57,67357.7k $1.3m $1.3m 0.00% Reduced -156.7k -156,701
52 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 57,36557.4k $1.3m $1.3m 0.00% Added +22.6k +22,629
53 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 56,89056.9k $1.3m $1.3m 0.00% Added +3.6k +3,558
54 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 56,82756.8k $1.3m $1.3m 0.00% New
55 Mariner, LLC 0.00% of their portfolio Overland Park, KS 45,42545.4k $1.0m $1.0m 0.00% Reduced -4.7k -4,681
56 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 43,84143.8k $991.3k $991.3k 0.00% Added +3.2k +3,196
57 Callan Family Office, LLC 0.02% of their portfolio RADNOR, PA 42,23142.2k $954.8k $954.8k 0.02% Added +20.5k +20,544
58 Vident Advisory, LLC 0.01% of their portfolio Alpharetta, GA 40,70940.7k $920.4k $920.4k 0.01% Reduced -4.4k -4,391
59 Uncommon Cents Investing LLC 0.20% of their portfolio JANESVILLE, WI 40,54540.5k $916.7k $916.7k 0.20% Added +50 +50
60 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 39,52739.5k $893.7k $893.7k 0.00% Added +19.3k +19,252
61 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 38,75138.8k $876.2k $876.2k 0.00% Added +138 +138
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,04838.0k $860.3k $860.3k 0.00% Reduced -18.5k -18,530
63 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 37,18937.2k $840.8k $840.8k 0.01% Reduced -305 -305
64 HIGHLAND CAPITAL MANAGEMENT, LLC 0.04% of their portfolio MEMPHIS, TN 36,70036.7k $829.8k $829.8k 0.04% Added +50 +50
65 Ethic Inc. 0.01% of their portfolio NEW YORK, NY 31,91131.9k $721.5k $721.5k 0.01% Reduced -2.8k -2,820
66 QUADRANT CAPITAL GROUP LLC 0.02% of their portfolio CINCINNATI, OH 31,53831.5k $713.1k $713.1k 0.02% Added +14.0k +14,020
67 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 30,01030.0k $678.5k $678.5k 0.01% Added +3.2k +3,220
68 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 28,85528.9k $652.4k $652.4k 0.00% New
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 28,46928.5k $647.8k $647.8k 0.00% Added +5.7k +5,740
70 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 28,22828.2k $638.2k $638.2k 0.01% Added +131 +131
71 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 28,08128.1k $634.9k $634.9k 0.00% Added +7.4k +7,412
72 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 28,05728.1k $634.4k $634.4k 0.00% Added +5.5k +5,521
73 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 27,64227.6k $625.0k $625.0k 0.00% New
74 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 27,58727.6k $623.7k $623.7k 0.01% Added +4.2k +4,205
75 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 26,30526.3k $594.8k $594.8k 0.01% Added +4.0k +4,036
76 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 24,00724.0k $542.8k $542.8k 0.04% Added +2.9k +2,913
77 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 21,76321.8k $492.1k $492.1k 0.00% Added +929 +929
78 GAMMA Investing LLC 0.02% of their portfolio FOSTER CITY, CA 21,69521.7k $490.5k $490.5k 0.02% Added +13.7k +13,687
79 DMC Group, LLC 0.33% of their portfolio BIRMINGHAM, AL 21,58821.6k $488.1k $488.1k 0.33% Reduced -872 -872
80 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 21,58621.6k $488.1k $488.1k 0.00% Reduced -84 -84
81 Optiver Holding B.V. 0.01% of their portfolio AMSTERDAM, P7 21,16421.2k $478.5k $478.5k 0.01% New
82 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 21,13421.1k $477.8k $477.8k 0.00% Added +2.4k +2,400
83 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 21,06921.1k $476.4k $476.4k 0.00% Reduced -1.9k -1,939
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 20,85320.9k $471.5k $471.5k 0.00% Added +20.8k +20,809
85 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 20,72920.7k $468.7k $468.7k 0.00% Added +1.3k +1,266
86 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,65119.7k $444.3k $444.3k 0.00% Added +3.7k +3,734
87 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,70218.7k $422.9k $422.9k 0.00% Added +293 +293
88 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 18,48518.5k $417.9k $417.9k 0.01% Reduced -4.4k -4,436
89 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 18,37518.4k $415.5k $415.5k 0.00% Reduced -390 -390
90 Aaron Wealth Advisors LLC 0.02% of their portfolio Chicago, IL 18,09918.1k $409.2k $409.2k 0.02% Added +1.7k +1,683
91 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 17,12217.1k $387.1k $387.1k 0.00% Reduced -51.4k -51,442
92 Laird Norton Wetherby Trust Company, LLC 0.01% of their portfolio Seattle, WA 16,71616.7k $377.9k $377.9k 0.01% Added +1.3k +1,291
93 Kathmere Capital Management, LLC 0.02% of their portfolio WAYNE, PA 16,01316.0k $362.1k $362.1k 0.02% Added +6.3k +6,323
94 MEYER HANDELMAN CO 0.01% of their portfolio RYE BROOK, NY 16,00016.0k $361.8k $361.8k 0.01% Unchanged
95 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 15,94415.9k $360.5k $360.5k 0.00% Reduced -19.0k -18,984
96 Versant Capital Management, Inc 0.03% of their portfolio PHOENIX, AZ 15,50715.5k $350.6k $350.6k 0.03% Added +5.8k +5,829
97 Venturi Wealth Management, LLC 0.01% of their portfolio AUSTIN, TX 15,35715.4k $347.2k $347.2k 0.01% New
98 Riverwater Partners LLC 0.10% of their portfolio Milwaukee, WI 15,30615.3k $346.1k $346.1k 0.10% Unchanged
99 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 15,20915.2k $343.9k $343.9k 0.00% Added +59 +59
100 PING CAPITAL MANAGEMENT, INC. 0.11% of their portfolio NEW YORK, NY 15,00015.0k $339.1k $339.1k 0.11% Unchanged