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Fresenius Medical Care (FMS) Institutional Ownership

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$21.33
-0.08 (-0.37%)
(As of 06/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fresenius Medical Care (NYSE:FMS)

Current
Institutional Ownership
Percentage
8.25%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$34.90M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$113.46M
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FMS Institutional Buying and Selling by Quarter

Fresenius Medical Care Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2024 Cacti Asset Management LLC34,000$722K0.1%-21.8%0.006%
5/9/2024 SageView Advisory Group LLC6,568$127K0.0%N/A0.001%
5/8/2024 US Bancorp DE18,262$352K0.0%-8.8%0.003%
5/8/2024 QRG 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%
5/3/2024 Pzena Investment Management LLC16,271,972$313.72M1.1%+0.0%2.773%
4/26/2024 Triasima Portfolio Management inc.67,070$1.29M0.1%N/A0.011%
4/19/2024 Everett 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%
4/19/2024 First 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%
3/22/2024 PNC Financial Services Group Inc.11,543$240K0.0%-16.7%0.002%
2/26/2024 Syon Capital LLC15,530$323K0.0%-12.9%0.003%
2/14/2024 Fiduciary Management Inc. WI5,673,413$118.18M1.1%-6.9%0.967%
2/13/2024 Morningstar 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%
2/13/2024 Tower Research Capital LLC TRC2,314$48K0.0%+349.3%0.000%
2/12/2024 Eagle Asset Management Inc.14,861$310K0.0%-3.6%0.003%
2/9/2024 Pzena Investment Management LLC16,267,492$338.85M1.3%-0.1%2.772%
2/9/2024 Franklin Resources Inc.74,101$1.54M0.0%-4.4%0.013%
2/9/2024 Assetmark Inc.4,178$87K0.0%+169.9%0.001%
2/9/2024 Corient Private Wealth LLC66,134$1.38M0.0%+164.6%0.011%
2/9/2024 PNC Financial Services Group Inc.11,543$240K0.0%-16.7%0.002%
2/8/2024 Quadrant Capital Group LLC3,167$66K0.0%-23.0%0.001%
2/8/2024 Guardian Capital Advisors LP123,715$2.56M0.3%+16.7%0.021%
2/8/2024 Moran Wealth Management LLC155,897$3.25M0.1%N/A0.027%
2/7/2024 Partnership Wealth Management LLC121,243$2.34M1.7%N/A0.021%
2/7/2024 QRG Capital Management Inc.45,493$948K0.0%+44.9%0.008%
2/7/2024 VisionPoint Advisory Group LLC39,001$812K0.3%N/A0.007%
2/6/2024 National Bank of Canada FI17,439$370K0.0%-13.8%0.003%
2/2/2024 Syon Capital LLC15,530$323K0.0%-12.9%0.003%
2/1/2024 GAMMA Investing LLC3,472$67K0.0%N/A0.001%
2/1/2024 Signaturefd LLC7,643$159K0.0%-11.1%0.001%
1/29/2024 Lodestar Private Asset Management LLC15,782$329K0.1%-3.7%0.003%
1/29/2024 Hartford Financial Management Inc.1,688$35K0.0%+98.8%0.000%
1/26/2024 Cerity Partners LLC26,786$558K0.0%+6.1%0.005%
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1/22/2024 Veracity Capital LLC19,480$406K0.2%N/A0.003%
1/18/2024 Uncommon Cents Investing LLC35,920$748K0.2%+19.7%0.006%
1/18/2024 Ritholtz Wealth Management30,237$630K0.0%+20.1%0.005%
1/16/2024 Pacer Advisors Inc.488,401$10.17M0.0%+14,252.1%0.083%
1/16/2024 Raymond James & Associates28,960$603K0.0%+4.0%0.005%
1/11/2024 Bruce G. Allen Investments LLC1,468$31K0.0%N/A0.000%
11/14/2023 Morningstar Investment Services LLC10,145$220K0.0%+6.4%0.002%
11/14/2023 Valley National Advisers Inc.15,813$341K0.1%-3.7%0.003%
11/14/2023 Mckinley Capital Management LLC13,789$297K0.0%N/A0.002%
11/14/2023 O Shaughnessy Asset Management LLC92,635$2.00M0.0%+259.5%0.016%
11/13/2023 Eagle Asset Management Inc.15,412$332K0.0%N/A0.003%
11/13/2023 Mariner LLC38,668$833K0.0%-9.6%0.007%
11/13/2023 Clearbridge Investments LLC11,106$239K0.0%+21.7%0.002%
11/13/2023 Invesco Ltd.801,136$17.26M0.0%-20.6%0.137%
11/13/2023 Envestnet Asset Management Inc.259,033$5.58M0.0%+362.2%0.044%
11/13/2023 QRG Capital Management Inc.31,393$676K0.0%N/A0.005%
11/9/2023 Pzena Investment Management LLC16,288,934$350.86M1.5%-2.3%2.776%
11/8/2023 Vanguard Personalized Indexing Management LLC18,652$402K0.0%+10.2%0.003%
11/4/2023 Syon Capital LLC17,831$384K0.0%N/A0.003%
11/4/2023 Signaturefd LLC8,601$185K0.0%+7.3%0.001%
10/30/2023 First Trust Direct Indexing L.P.23,888$515K0.1%+6.6%0.004%
10/26/2023 Inspire Investing LLC27,840$600K0.1%N/A0.005%
10/26/2023Advisor Partners II LLC10,836$233K0.0%+16.3%0.002%
10/24/2023 Bank of New York Mellon Corp23,371$503K0.0%-3.6%0.004%
10/24/2023 Raymond James & Associates27,835$600K0.0%-7.9%0.005%
10/23/2023Commonwealth Equity Services LLC14,241$307K0.0%-11.4%0.002%
10/20/2023 Uncommon Cents Investing LLC30,020$647K0.2%+23.7%0.005%
10/18/2023 Riverwater Partners LLC12,800$276K0.3%-5.7%0.002%
10/13/2023 Ritholtz Wealth Management25,178$542K0.0%N/A0.004%
10/11/2023 Koss Olinger Consulting LLC77,086$1.66M0.2%-20.0%0.013%
10/10/2023 National Bank of Canada FI20,236$427K0.0%+4.4%0.003%
8/14/2023 Morningstar Investment Services LLC9,533$224K0.0%N/A0.002%
8/11/2023 Settian Capital LP40,000$957K0.8%N/A0.007%
8/11/2023 Clearbridge Investments LLC9,125$218K0.0%N/A0.002%
8/11/2023 O Shaughnessy Asset Management LLC25,771$617K0.0%+71.7%0.004%
8/11/2023 Franklin Resources Inc.91,846$2.20M0.0%-13.1%0.016%
8/10/2023 US Bancorp DE25,891$620K0.0%-21.9%0.004%
8/7/2023 Arbor Investment Advisors LLC8,850$212K0.0%N/A0.002%
8/7/2023 Mirabella Financial Services LLP35,098$840K0.1%N/A0.006%
8/4/2023 Envestnet Asset Management Inc.56,042$1.34M0.0%-37.6%0.010%
8/4/2023 Pzena Investment Management LLC16,672,581$398.98M1.7%-16.7%2.841%
8/1/2023 Signaturefd LLC8,017$192K0.0%+8.6%0.001%
7/31/2023 Crossmark Global Holdings Inc.46,670$1.23M0.0%+2.4%0.008%
7/31/2023 Valley National Advisers Inc.16,425$394K0.1%-4.7%0.003%
7/31/2023 Koss Olinger Consulting LLC96,306$2.31M0.3%+2.4%0.016%
7/28/2023 Vanguard Personalized Indexing Management LLC16,920$405K0.0%+7.4%0.003%
7/27/2023 Everett Harris & Co. CA21,798$522K0.0%-3.5%0.004%
7/26/2023 National Bank of Canada FI19,391$463K0.0%+3.1%0.003%
7/21/2023 Creative Planning30,039$719K0.0%+27.8%0.005%
7/20/2023 Uncommon Cents Investing LLC24,270$581K0.2%+27.7%0.004%
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7/18/2023 Riverwater Partners LLC13,580$325K0.3%+35.8%0.002%
7/14/2023 Ronald Blue Trust Inc.1,819$39K0.0%-24.8%0.000%
7/14/2023 First Trust Direct Indexing L.P.22,406$536K0.1%-2.3%0.004%
7/12/2023 Pacer Advisors Inc.3,197$77K0.0%-98.4%0.001%
7/12/2023 Capricorn Fund Managers Ltd50,643$1.21M0.4%-76.0%0.009%
7/10/2023 AE Wealth Management LLC8,707$208K0.0%N/A0.001%
6/5/2023 EP Wealth Advisors LLC2,860$2.90M0.0%N/A0.000%
5/15/2023 Dodge & Cox4,223,110$89.78M0.1%+20.5%0.720%
5/15/2023 Pzena Investment Management LLC20,025,078$425.73M1.8%-17.7%3.412%
5/12/2023 Koss Olinger Consulting LLC94,087$2M0.2%+1.3%0.016%
(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, 110 institutional investors and hedge funds held shares of Fresenius Medical Care. The most heavily invested institutionals were Pzena Investment Management LLC ($313.72M), Fiduciary Management Inc. WI ($118.18M), Dodge & Cox ($89.78M), Cambiar Investors LLC ($26.25M), Invesco Ltd. ($17.26M), Pacer Advisors Inc. ($10.17M), and Envestnet Asset Management Inc. ($5.58M).Learn more on FMS's institutional investors.

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

8.25% 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 92 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 ($12.81M), Dodge & Cox ($718.91K), Pacer Advisors Inc. ($683.61K), Marshall Wace LLP ($286.84K), Capricorn Fund Managers Ltd ($210.99K), Envestnet Asset Management Inc. ($202.99K), and Moran Wealth Management LLC ($155.90K).

How much institutional buying is happening at Fresenius Medical Care?

Institutional investors have bought a total of 17,158,352 shares in the last 24 months. This purchase volume represents approximately $306.89M in transactions.

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

Of the 50 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 ($8.12M), Fiduciary Management Inc. WI ($1.38M), Tweedy Browne Co LLC ($688.02K), Cambiar Investors LLC ($311.47K), Invesco Ltd. ($208.36K), Pacer Advisors Inc. ($195.42K), and Capricorn Fund Managers Ltd ($160.35K).

How much institutional selling is happening at Fresenius Medical Care?

Institutional investors have sold a total of 11,510,569 shares in the last 24 months. This volume of shares sold represents approximately $246.43M in transactions.


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This page (NYSE:FMS) was last updated on 6/8/2024 by MarketBeat.com Staff

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