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Fresenius Medical Care (FMS) Institutional Ownership

Fresenius Medical Care logo
$23.09 -0.07 (-0.30%)
Closing price 01/17/2025 03:59 PM Eastern
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$22.75 -0.34 (-1.47%)
As of 08:36 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Fresenius Medical Care (NYSE:FMS)

Current
Institutional Ownership
Percentage
8.37%
Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$26.88M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$17.12M
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FMS Institutional Buying and Selling by Quarter

Fresenius Medical Care Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Veracity Capital LLC37,192$842K0.3%-28.0%0.006%
1/16/2025 Crossmark Global Holdings Inc.64,287$1.46M0.0%+2.2%0.011%
1/16/2025 Uncommon Cents Investing LLC40,625$920K0.3%-1.8%0.007%
1/15/2025 Ritholtz Wealth Management19,530$442K0.0%-4.1%0.003%
1/15/2025 Legacy Wealth Asset Management LLC32,285$731K0.2%-1.9%0.006%
1/13/2025 Signet Financial Management LLC31,617$716K0.1%-10.2%0.005%
1/10/2025 ORG Wealth Partners LLC3,683$83K0.0%-29.9%0.001%
1/10/2025 Franklin Street Advisors Inc. NC8,896$201K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC7,164$162K0.0%+43.3%0.001%
1/2/2025 Cacti Asset Management LLC9,000$204K0.0%-73.5%0.002%
12/26/2024JPMorgan Chase & Co.9,902$211K0.0%+18.2%0.002%
11/27/2024Franklin Resources Inc.74,640$1.49M0.0%+3.3%0.013%
11/25/2024Tidal Investments LLC16,385$349K0.0%-2.7%0.003%
11/25/2024Wilmington Savings Fund Society FSB1,804$38K0.0%N/A0.000%
11/16/2024Geode Capital Management LLC90,750$1.93M0.0%-3.3%0.015%
11/15/2024MML Investors Services LLC15,019$320K0.0%+5.3%0.003%
11/15/2024XTX Topco Ltd39,769$847K0.1%+70.8%0.007%
11/15/2024National Bank of Canada FI23,270$496K0.0%+17.4%0.004%
11/15/2024Virtus Investment Advisers Inc.10,600$226K0.2%N/A0.002%
11/15/2024Quantinno Capital Management LP110,078$2.35M0.0%+78.9%0.019%
11/15/2024HighTower Advisors LLC16,585$349K0.0%-6.4%0.003%
11/14/2024Verition Fund Management LLC11,127$237K0.0%N/A0.002%
11/13/2024Glenmede Trust Co. NA12,722$271K0.0%N/A0.002%
11/13/2024FMR LLC76,351$1.63M0.0%-8.6%0.013%
11/12/2024Cerity Partners LLC26,751$570K0.0%-9.9%0.005%
11/12/2024Charles Schwab Investment Management Inc.22,161$472K0.0%+11.2%0.004%
11/8/2024Pzena Investment Management LLC16,215,669$345.39M1.1%+0.2%2.763%
11/8/2024Moran Wealth Management LLC233,376$4.97M0.2%+47.0%0.040%
11/8/2024Connor Clark & Lunn Investment Management Ltd.19,706$420K0.0%N/A0.003%
11/4/2024Venturi Wealth Management LLC5,259$112K0.0%+1,045.8%0.001%
11/4/2024 Crossmark Global Holdings Inc.62,889$1.34M0.0%+60.4%0.011%
11/1/2024Assetmark Inc.2,433$52K0.0%-28.0%0.000%
10/30/2024QRG Capital Management Inc.58,267$1.24M0.0%-3.4%0.010%
10/25/2024First Trust Direct Indexing L.P.22,901$488K0.0%+9.7%0.004%
10/25/2024Lodestar Private Asset Management LLC14,407$307K0.0%-4.6%0.002%
10/24/2024Valley National Advisers Inc.11,598$247K0.0%-19.4%0.002%
10/23/2024Allworth Financial LP1,675$36K0.0%+53.1%0.000%
10/23/2024 Legacy Wealth Asset Management LLC32,897$701K0.2%-13.5%0.006%
10/23/2024Riverwater Partners LLC16,381$346K0.2%+29.5%0.003%
10/22/2024Signaturefd LLC6,341$135K0.0%-27.2%0.001%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

10/21/2024Castleview Partners LLC17,286$368K0.2%+35.9%0.003%
10/18/2024Everett Harris & Co. CA13,599$290K0.0%-16.5%0.002%
10/18/2024Blue Trust Inc.12,863$274K0.0%+1,060.9%0.002%
10/11/2024Creative Planning38,010$810K0.0%-5.3%0.006%
10/11/2024 ORG Wealth Partners LLC5,251$112K0.0%N/A0.001%
10/10/2024 Ritholtz Wealth Management20,374$434K0.0%-44.8%0.003%
10/7/2024 GAMMA Investing LLC4,998$106K0.0%+50.4%0.001%
8/19/2024Kimelman & Baird LLC9,734$186K0.0%N/A0.002%
8/16/2024Creative Planning40,140$766K0.0%+18.9%0.007%
8/15/2024AQR Capital Management LLC10,340$197K0.0%N/A0.002%
8/14/2024Marshall Wace LLP15,363$293K0.0%+8.5%0.003%
8/12/2024XTX Topco Ltd23,282$444K0.0%+82.1%0.004%
8/12/2024Vanguard Personalized Indexing Management LLC28,680$548K0.0%+17.8%0.005%
8/12/2024Mercer Global Advisors Inc. ADV14,581$278K0.0%+4.5%0.002%
8/9/2024Wulff Hansen & CO.343,429$6.56M0.0%+1,809.0%0.059%
8/9/2024Dimensional Fund Advisors LP12,539$239K0.0%+14.4%0.002%
8/8/2024Envestnet Asset Management Inc.297,567$5.68M0.0%-13.0%0.051%
8/8/2024American Century Companies Inc.24,046$459K0.0%+29.3%0.004%
8/6/2024Triasima Portfolio Management inc.85,430$1.63M0.1%+27.4%0.015%
8/6/2024Koss Olinger Consulting LLC15,000$286K0.0%N/A0.003%
8/6/2024Caprock Group LLC10,879$208K0.0%N/A0.002%
8/2/2024Pzena Investment Management LLC16,184,221$308.96M1.1%-0.5%2.758%
8/1/2024Rhumbline Advisers18,067$345K0.0%+6.7%0.003%
8/1/2024 Ritholtz Wealth Management36,901$704K0.0%+2.5%0.006%
7/31/2024Commonwealth Equity Services LLC11,729$224K0.0%-10.2%0.002%
7/30/2024Signaturefd LLC8,713$166K0.0%+8.4%0.001%
7/29/2024 Crossmark Global Holdings Inc.39,197$748K0.0%-6.8%0.007%
7/26/2024Bank of New York Mellon Corp16,807$321K0.0%-3.4%0.003%
7/25/2024Highland Capital Management LLC44,450$849K0.1%-7.7%0.008%
7/22/2024 Veracity Capital LLC51,452$982K0.4%-3.0%0.009%
7/18/2024Valley National Advisers Inc.14,396$274K0.0%-3.6%0.002%
7/12/2024 SG Americas Securities LLC10,150$194K0.0%-33.3%0.002%
7/12/2024QRG Capital Management Inc.60,309$1.15M0.0%+10.9%0.010%
7/3/2024 Partnership Wealth Management LLC4,150$79K0.1%-96.5%0.001%
7/2/2024 GAMMA Investing LLC3,323$63K0.0%-21.4%0.001%
6/3/2024 Cacti Asset Management LLC34,000$722K0.1%-21.8%0.006%
5/9/2024SageView Advisory Group LLC6,568$127K0.0%N/A0.001%
5/8/2024US Bancorp DE18,262$352K0.0%-8.8%0.003%
5/8/2024QRG Capital Management Inc.54,363$1.05M0.0%+19.5%0.009%
5/7/2024 SG Americas Securities LLC15,228$294K0.0%+50.0%0.003%
5/6/2024 ORG Partners LLC5,768$110K0.2%N/A0.001%
5/3/2024Pzena Investment Management LLC16,271,972$313.72M1.1%+0.0%2.773%
4/26/2024Triasima Portfolio Management inc.67,070$1.29M0.1%N/A0.011%
4/19/2024Everett Harris & Co. CA20,657$398K0.0%-4.3%0.004%
4/19/2024 Veracity Capital LLC53,023$1.02M0.4%+172.2%0.009%
4/19/2024 Legacy Wealth Asset Management LLC30,309$584K0.2%N/A0.005%
4/19/2024 Uncommon Cents Investing LLC38,810$748K0.2%+8.0%0.007%
4/19/2024First Trust Direct Indexing L.P.22,264$429K0.0%-5.5%0.004%
4/10/2024 Partnership Wealth Management LLC117,598$2.27M1.6%-3.0%0.020%
4/5/2024 GAMMA Investing LLC4,230$82K0.0%+21.8%0.001%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

3/22/2024PNC Financial Services Group Inc.11,543$240K0.0%-16.7%0.002%
2/26/2024Syon Capital LLC15,530$323K0.0%-12.9%0.003%
2/14/2024Fiduciary Management Inc. WI5,673,413$118.18M1.1%-6.9%0.967%
2/13/2024Morningstar Investment Services LLC20,729$434K0.0%+104.3%0.004%
2/13/2024 Crossmark Global Holdings Inc.42,523$885K0.0%-12.7%0.007%
2/13/2024Tower Research Capital LLC TRC2,314$48K0.0%+349.3%0.000%
2/12/2024Eagle Asset Management Inc.14,861$310K0.0%-3.6%0.003%
2/9/2024Pzena Investment Management LLC16,267,492$338.85M1.3%-0.1%2.772%
2/9/2024Franklin Resources Inc.74,101$1.54M0.0%-4.4%0.013%
2/9/2024Assetmark Inc.4,178$87K0.0%+169.9%0.001%
(Data available from 1/1/2016 forward)

FMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMS shares?

During the previous two years, 112 institutional investors and hedge funds held shares of Fresenius Medical Care. The most heavily invested institutionals were Pzena Investment Management LLC ($345.39M), Fiduciary Management Inc. WI ($118.18M), Dodge & Cox ($89.78M), Invesco Ltd. ($17.26M), Pacer Advisors Inc. ($10.17M), Wulff Hansen & CO. ($6.56M), and Envestnet Asset Management Inc. ($5.68M).Learn more on FMS's institutional investors.

What percentage of Fresenius Medical Care stock is owned by institutional investors?

8.37% of Fresenius Medical Care stock is owned by institutional investors. Learn more on FMS's institutional investor holdings.

Which institutional investors have been buying Fresenius Medical Care stock?

Of the 90 institutional investors that purchased Fresenius Medical Care stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pzena Investment Management LLC ($11.24M), Dodge & Cox ($718.91K), Pacer Advisors Inc. ($683.61K), Wulff Hansen & CO. ($329.89K), Moran Wealth Management LLC ($230.52K), Envestnet Asset Management Inc. ($202.99K), and XY Capital Ltd ($146.90K).

How much institutional buying is happening at Fresenius Medical Care?

Institutional investors have bought a total of 15,138,089 shares in the last 24 months. This purchase volume represents approximately $263.86M in transactions.

Which Fresenius Medical Care major shareholders have been selling company stock?

Of the 53 institutional investors that sold Fresenius Medical Care stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pzena Investment Management LLC ($8.15M), Fiduciary Management Inc. WI ($1.13M), Tweedy Browne Co LLC ($664.12K), Invesco Ltd. ($208.36K), Pacer Advisors Inc. ($195.42K), Capricorn Fund Managers Ltd ($160.35K), and Envestnet Asset Management Inc. ($138.07K).

How much institutional selling is happening at Fresenius Medical Care?

Institutional investors have sold a total of 11,053,919 shares in the last 24 months. This volume of shares sold represents approximately $237.29M in transactions.



This page (NYSE:FMS) was last updated on 1/21/2025 by MarketBeat.com Staff
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