FMS Institutional Ownership & Shareholders
FRESENIUS MEDICAL CARE-ADR (FMS) is currently held by 220 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $974.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pzena Investment Management is currently the largest disclosed institutional shareholder of FMS tracked by InsiderSet, reporting ownership valued at approximately $371.90M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $375.72M, representing an estimated gain of +1.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed FMS value among the investors covered in this analysis. Major shareholders include Pzena Investment Management, Dodge & Cox Stock Fund, Fiduciary Management Inc, and several other long-term asset managers with concentrated positions in FRESENIUS MEDICAL CARE-ADR (FMS).
This page ranks the largest institutional FMS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
220
Total Reported Value
$974.30M
Largest Holder
Pzena Investment Management
Largest Position
$371.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pzena Investment Management | Richard Pzena | 1.09% | 16,617,575 | $371,901,339 | $375,723,371 | +$3,822,032 | +1.03% |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.05% | 3,826,910 | $86,526,435 | $86,526,435 | +$0 | +0.00% |
| Fiduciary Management Inc | 0.94% | 2,937,829 | $66,424,314 | $66,424,314 | -$0 | -0.00% | |
| Morgan Stanley | 0.00% | 2,744,748 | $62,058,806 | $62,058,752 | -$54 | -0.00% | |
| Brandes Investment Partners, Lp | 0.30% | 1,916,090 | $43,323,176 | $43,322,795 | -$381 | -0.00% | |
| Todd Asset Management Llc | 0.71% | 1,761,483 | $39,422,198 | $39,827,131 | +$404,933 | +1.03% | |
| Millennium Management Llc | 0.02% | 1,571,805 | $35,538,511 | $35,538,511 | +$0 | +0.00% | |
| Goldman Sachs Group Inc | 0.00% | 898,668 | $20,318,888 | $20,318,883 | -$5 | -0.00% | |
| Blackrock, Inc. | 0.00% | 860,302 | $19,451,429 | $19,451,428 | -$1 | -0.00% | |
| Teachers Retirement System Of The State Of Kentucky | 0.13% | 816,200 | $18,454,000 | $18,454,282 | +$282 | +0.00% | |
| Abc Arbitrage Sa | 1.38% | 630,995 | $14,121,668 | $14,266,797 | +$145,129 | +1.03% | |
| Quantinno Capital Management Lp | 0.01% | 527,966 | $11,937,327 | $11,937,311 | -$16 | -0.00% | |
| O'Shaughnessy Asset Management, Llc | 0.05% | 465,587 | $10,526,922 | $10,526,922 | +$0 | +0.00% | |
| Envestnet Asset Management Inc | 0.00% | 428,696 | $9,692,471 | $9,692,817 | +$346 | +0.00% | |
| Northern Trust Corp | 0.00% | 384,960 | $8,703,946 | $8,703,946 | -$0 | -0.00% | |
| Wells Fargo & Company/Mn | 0.00% | 381,361 | $8,622,583 | $8,622,572 | -$11 | -0.00% | |
| Moran Wealth Management, Llc | 0.23% | 381,352 | $8,534,658 | $8,622,369 | +$87,711 | +1.03% | |
| Raymond James Financial Inc | 0.00% | 364,770 | $8,247,454 | $8,247,450 | -$4 | -0.00% | |
| Creative Planning | 0.00% | 337,805 | $7,560,073 | $7,637,771 | +$77,698 | +1.03% | |
| Royal Bank Of Canada | 0.00% | 262,797 | $5,942,000 | $5,941,840 | -$160 | -0.00% | |
| Fmr Llc | 0.00% | 245,682 | $5,554,864 | $5,554,870 | +$6 | +0.00% | |
| Jpmorgan Chase & Co | 0.00% | 222,165 | $5,043,147 | $5,023,151 | -$19,996 | -0.40% | |
| Ubs Group Ag | 0.00% | 219,748 | $4,968,502 | $4,968,502 | +$0 | +0.00% | |
| D. E. Shaw & Co., Inc. | 0.00% | 210,747 | $4,764,990 | $4,764,990 | -$0 | -0.00% | |
| Hrt Financial Lp | 0.01% | 205,722 | $4,651,000 | $4,651,374 | +$374 | +0.01% | |
| Assetmark, Inc | 0.01% | 205,424 | $4,597,379 | $4,644,637 | +$47,258 | +1.03% | |
| Trexquant Investment Lp | 0.03% | 179,887 | $4,067,245 | $4,067,245 | +$0 | +0.00% | |
| Cinctive Capital Management Lp | 0.15% | 167,016 | $3,776,232 | $3,776,232 | -$0 | -0.00% | |
| Nia Impact Advisors, Llc | 1.28% | 136,769 | $3,092,356 | $3,092,347 | -$9 | -0.00% | |
| Ritholtz Wealth Management | 0.04% | 128,403 | $2,903,193 | $2,903,192 | -$1 | -0.00% | |
| Jane Street Group, Llc | 0.00% | 101,878 | $2,303,462 | $2,303,462 | -$0 | -0.00% | |
| Tidal Investments Llc | 0.01% | 99,790 | $2,256,252 | $2,256,252 | -$0 | -0.00% | |
| Stifel Financial Corp | 0.00% | 95,180 | $2,152,041 | $2,152,020 | -$21 | -0.00% | |
| Qrg Capital Management, Inc. | 0.02% | 89,267 | $2,018,326 | $2,018,327 | +$1 | +0.00% | |
| Bnp Paribas Financial Markets | 0.00% | 89,122 | $2,015,048 | $2,015,048 | +$0 | +0.00% | |
| Aqr Capital Management Llc | 0.00% | 84,703 | $1,915,142 | $1,915,135 | -$7 | -0.00% | |
| Charles Schwab Investment Management Inc | 0.00% | 83,644 | $1,891,191 | $1,891,191 | -$0 | -0.00% | |
| Hantz Financial Services, Inc. | 0.03% | 82,644 | $1,869,000 | $1,868,581 | -$419 | -0.02% | |
| National Bank Of Canada | 0.00% | 82,048 | $1,855,101 | $1,855,105 | +$4 | +0.00% | |
| Searle & Co. | 0.41% | 80,725 | $1,825,192 | $1,825,192 | +$0 | +0.00% | |
| Point72 Asset Management, L.P. | 0.00% | 76,829 | $1,737,104 | $1,737,104 | -$0 | -0.00% | |
| Sei Investments Co | 0.00% | 71,001 | $1,605,420 | $1,605,333 | -$87 | -0.01% | |
| Pathstone Holdings, Llc | 0.01% | 67,085 | $1,513,432 | $1,516,792 | +$3,360 | +0.22% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 66,897 | $1,512,541 | $1,512,541 | +$0 | +0.00% | |
| Xtx Topco Ltd | 0.02% | 66,073 | $1,493,911 | $1,493,911 | -$0 | -0.00% | |
| Bank Of Montreal | 0.00% | 62,368 | $1,410,140 | $1,410,140 | +$0 | +0.00% | |
| Bank Of America Corp | 0.00% | 59,517 | $1,345,691 | $1,345,679 | -$12 | -0.00% | |
| Barometer Capital Management Inc. | 0.37% | 58,200 | $1,315,902 | $1,315,902 | $0 | 0.00% | |
| Two Sigma Investments, Lp | 0.00% | 57,673 | $1,303,987 | $1,303,987 | -$0 | -0.00% | |
| Mml Investors Services, Llc | 0.00% | 57,365 | $1,297,015 | $1,297,023 | +$8 | +0.00% |
Frequently asked questions about FMS
Who are the largest institutional holders of FMS?
The largest institutional holders of FMS reported in the latest SEC Form 13F filings include Pzena Investment Management, Dodge & Cox Stock Fund, Fiduciary Management Inc, Morgan Stanley, and Brandes Investment Partners, Lp. InsiderSet ranks institutional holders by their latest reported FMS position.
What is FMS institutional ownership?
This page tracks FMS positions reported by institutional investment managers through SEC Form 13F. FRESENIUS MEDICAL CARE-ADR (FMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FMS?
InsiderSet currently tracks 220 institutional managers reporting FMS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FMS shareholders.
How much FMS stock do institutions own?
Institutional investment managers disclosed approximately $974.30M in FMS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FMS institutional ownership last updated?
The latest FMS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FMS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FMS position after the reporting date.
Are institutions buying or selling FMS?
Institutional buying and selling can be analyzed by comparing FMS positions across consecutive 13F reporting periods. InsiderSet's FMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMS ownership changes.
How has FMS institutional ownership changed over time?
InsiderSet tracks FMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.