FMS — FRESENIUS MEDICAL CARE AG
As of Q2 2026, 25 SEC-registered investment managers reported holding FMS (FRESENIUS MEDICAL CARE AG) in their latest 13F filings, with a combined reported value of $650.70M across 28.78M shares. That is +6.3% by share count (+1.69M shares) versus the previous quarter, while reported value moved +6.5%. Ownership is concentrated: the five largest holders account for 89.1% of reported value and the top ten for 96.4%.
Compared with the prior quarter, 4 opened new positions, 8 added to existing stakes, 11 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FMS is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Pzena Investment Management history | Q2 2026 | 14.99M | $338.97M | 0.99% | Hold |
| Morgan Stanley history | Q2 2026 | 4.35M | $98.30M | 0.01% | Add |
| Dodge & Cox history | Q2 2026 | 3.83M | $86.53M | 0.04% | Hold |
| Millennium Management history | Q2 2026 | 1.57M | $35.54M | 0.01% | Reduce |
| Invesco Ltd history | Q4 2023 | 978.86K | $20.39M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 898.67K | $20.32M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 860.30K | $19.45M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 384.96K | $8.70M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 381.36K | $8.62M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 245.68K | $5.55M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 222.16K | $5.04M | 0.00% | New |
| UBS Group AG history | Q2 2026 | 219.75K | $4.97M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 210.75K | $4.76M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 84.70K | $1.92M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 83.64K | $1.89M | 0.00% | Reduce |
| Franklin Resources history | Q4 2025 | 76.89K | $1.83M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 78.75K | $1.78M | 0.00% | Reduce |
| Point72 Asset Management history | Q2 2026 | 76.83K | $1.74M | 0.00% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 66.90K | $1.51M | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 59.52K | $1.35M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 222.16K sh · $5.04M
- Arrowstreet Capital 66.90K sh · $1.51M
- Balyasny Asset Management 56.83K sh · $1.28M
- Deutsche Bank AG 22 sh · $497
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Investment Management | 6.41M | 9.46M | 11.58M | 13.18M | 13.12M | 24.33M | 20.03M | 16.67M | 16.29M | 16.27M | 16.27M | 16.18M | 16.22M | 15.28M | 15.38M | 14.66M | 14.82M | 14.75M | 15.05M | 14.99M |
| Morgan Stanley | 507.52K | 333.20K | 189.97K | 443.57K | 1.05M | 957.63K | 1.05M | 1.00M | 1.04M | 951.50K | 995.71K | 978.58K | 1.03M | 1.03M | 1.05M | 2.37M | 2.00M | 2.94M | 2.48M | 4.35M |
| Dodge & Cox | — | — | 1.28M | 1.28M | 1.28M | 3.50M | 4.22M | 4.22M | 4.22M | 4.22M | 4.22M | 4.22M | 4.17M | 4.17M | 4.17M | 3.83M | 3.83M | 3.83M | 3.83M | 3.83M |
| Millennium Management | — | — | — | 671.13K | 1.28M | 936.62K | 103.05K | 115.55K | 13.88K | — | 149.56K | — | 13.38K | 722.24K | 1.08M | 308.39K | 317.11K | 40.52K | 1.64M | 1.57M |
| Goldman Sachs Group | 500.08K | 514.57K | 248.16K | 174.20K | 459.97K | 449.28K | 463.96K | 736.85K | 888.76K | 618.47K | 643.29K | 762.16K | 669.32K | 778.62K | 729.10K | 796.80K | 779.19K | 735.01K | 818.00K | 898.67K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 476.09K | 469.62K | 418.60K | 445.37K | 468.40K | 461.76K | 627.67K | 860.30K |
| Northern Trust Corp | 170.16K | 152.03K | 166.47K | 164.45K | 202.26K | 237.76K | 255.14K | 260.99K | 258.93K | 260.58K | 254.22K | 260.19K | 248.24K | 362.19K | 380.25K | 422.73K | 417.79K | 401.08K | 379.78K | 384.96K |
| Wells Fargo & Co | 8.07K | 11.22K | 14.41K | 12.61K | 18.41K | 53.89K | 25.79K | 30.03K | 28.70K | 30.55K | 29.47K | 30.61K | 32.50K | 32.33K | 65.67K | 54.55K | 58.59K | 49.19K | 334.86K | 381.36K |
| Fidelity Management & Research (FMR) | 20.70K | 42.71K | 65.42K | 58.70K | 82.27K | 54.96K | 76.24K | 82.81K | 85.66K | 74.56K | 76.55K | 83.58K | 76.35K | 147.18K | 140.69K | 143.41K | 154.51K | 134.69K | 295.39K | 245.68K |
| JPMorgan Chase & Co | 5.18K | 2.77K | 2.71K | 2.59K | 2.55K | 3.43K | 6.29K | 8.84K | 7.00K | 5.64K | 59.96K | 8.37K | 9.90K | 19.43K | 14.45K | 37.61K | 56.25K | 98.90K | — | 222.16K |
| UBS Group AG | 117.94K | 70.15K | 66.93K | 32.66K | 30.53K | 39.07K | 40.08K | 37.28K | 29.59K | 31.27K | 37.19K | 42.41K | 43.16K | 55.80K | 69.60K | 79.15K | 153.45K | 101.83K | 113.52K | 219.75K |
| D. E. Shaw & Co | — | 73.88K | 70.44K | — | 120.07K | — | — | — | — | 15.35K | 76.18K | — | 14.34K | — | — | — | — | 33.00K | 429.33K | 210.75K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 10.34K | — | 12.52K | 14.30K | 27.02K | 32.44K | 37.31K | 38.74K | 84.70K |
| Charles Schwab Investment Management | 8.87K | 8.25K | 8.52K | — | — | — | — | 9.25K | 10.57K | — | 11.76K | 19.93K | 22.16K | 31.07K | 35.70K | 41.62K | 47.76K | 47.61K | 84.83K | 83.64K |
| Citadel Advisors | — | 199.96K | 56.48K | 244.36K | 1.19M | 33.70K | 44.65K | 63.98K | 135.26K | 243.46K | 206.14K | 176.25K | 197.34K | 80.51K | 105.21K | 77.53K | 16.30K | 39.59K | 102.88K | 78.75K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | 15.80K | — | — | — | 37.54K | 38.34K | — | 534.00K | 1.13M | 509.91K | 76.83K |
| Arrowstreet Capital | 199.50K | 354.51K | 137.94K | 28.43K | 886.97K | 1.57M | 713.62K | — | 18.45K | 100.89K | 221.96K | — | 279.29K | 205.53K | 89.29K | — | — | — | — | 66.90K |
| Bank of America Corp | 948.88K | 847.23K | 1.08M | 915.20K | 87.62K | 83.53K | 68.92K | 72.46K | 78.23K | 59.68K | 72.87K | 48.57K | 59.30K | 49.63K | 88.84K | 337.32K | 82.20K | 83.09K | 82.47K | 59.52K |
| Two Sigma Investments | — | 26.20K | 216.64K | 435.20K | 517.43K | 450.73K | 77.50K | 77.50K | 70.80K | 62.50K | 141.71K | 16.55K | 138.65K | 85.40K | 24.81K | 20.64K | 10.64K | 48.65K | 214.37K | 57.67K |
| Balyasny Asset Management | — | — | 70.00K | — | 157.26K | 442.81K | 750.61K | 646.14K | 91.98K | — | — | 57.43K | — | — | — | — | — | 75.53K | — | 56.83K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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