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Fresenius Medical Care (FMS) Institutional Ownership

Fresenius Medical Care logo
$19.54
+0.43 (+2.25%)
(As of 10/31/2024 ET)

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

Current
Institutional Ownership
Percentage
8.25%
Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$38.93M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$28.58M
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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
10/30/2024QRG Capital Management Inc.58,267$1.24M0.0%-3.4%0.010%
10/25/2024 First Trust Direct Indexing L.P.22,901$488K0.0%+9.7%0.004%
10/25/2024 Lodestar Private Asset Management LLC14,407$307K0.0%-4.6%0.002%
10/24/2024 Valley National Advisers Inc.11,598$247K0.0%-19.4%0.002%
10/23/2024 Allworth Financial LP1,675$36K0.0%+53.1%0.000%
10/23/2024 Legacy Wealth Asset Management LLC32,897$701K0.2%-13.5%0.006%
10/23/2024 Riverwater Partners LLC16,381$346K0.2%+29.5%0.003%
10/22/2024 Signaturefd LLC6,341$135K0.0%-27.2%0.001%
10/21/2024 Castleview 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%
10/11/2024 Creative 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%
8/16/2024 Creative 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%
8/6/2024 Koss 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%
7/30/2024 Signaturefd LLC8,713$166K0.0%+8.4%0.001%
7/29/2024Crossmark 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%
7/25/2024 Highland Capital Management LLC44,450$849K0.1%-7.7%0.008%
7/22/2024Veracity Capital LLC51,452$982K0.4%-3.0%0.009%
7/18/2024 Valley 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%
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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%
5/8/2024 US 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%
4/19/2024Veracity Capital LLC53,023$1.02M0.4%+172.2%0.009%
4/19/2024 Legacy Wealth Asset Management LLC30,309$584K0.2%N/A0.005%
4/19/2024Uncommon 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%
3/22/2024PNC 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%
2/13/2024Crossmark 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%
2/9/2024Corient Private Wealth LLC66,134$1.38M0.0%+164.6%0.011%
2/9/2024PNC Financial Services Group Inc.11,543$240K0.0%-16.7%0.002%
2/8/2024Quadrant Capital Group LLC3,167$66K0.0%-23.0%0.001%
2/8/2024Guardian Capital Advisors LP123,715$2.56M0.3%+16.7%0.021%
2/8/2024Moran Wealth Management LLC155,897$3.25M0.1%N/A0.027%
2/7/2024 Partnership Wealth Management LLC121,243$2.34M1.7%N/A0.021%
2/7/2024QRG Capital Management Inc.45,493$948K0.0%+44.9%0.008%
2/7/2024 VisionPoint Advisory Group LLC39,001$812K0.3%N/A0.007%
2/6/2024National Bank of Canada FI17,439$370K0.0%-13.8%0.003%
2/2/2024Syon 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%
1/26/2024Cerity Partners LLC26,786$558K0.0%+6.1%0.005%
1/22/2024Veracity Capital LLC19,480$406K0.2%N/A0.003%
1/18/2024Uncommon Cents Investing LLC35,920$748K0.2%+19.7%0.006%
1/18/2024 Ritholtz Wealth Management30,237$630K0.0%+20.1%0.005%
1/16/2024Pacer Advisors Inc.488,401$10.17M0.0%+14,252.1%0.083%
1/16/2024Raymond James & Associates28,960$603K0.0%+4.0%0.005%
1/11/2024 Bruce G. Allen Investments LLC1,468$31K0.0%N/A0.000%
11/14/2023Morningstar Investment Services LLC10,145$220K0.0%+6.4%0.002%
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11/14/2023 Valley National Advisers Inc.15,813$341K0.1%-3.7%0.003%
11/14/2023Mckinley Capital Management LLC13,789$297K0.0%N/A0.002%
11/14/2023O Shaughnessy Asset Management LLC92,635$2.00M0.0%+259.5%0.016%
11/13/2023Eagle Asset Management Inc.15,412$332K0.0%N/A0.003%
11/13/2023Mariner LLC38,668$833K0.0%-9.6%0.007%
11/13/2023Clearbridge Investments LLC11,106$239K0.0%+21.7%0.002%
11/13/2023Invesco Ltd.801,136$17.26M0.0%-20.6%0.137%
11/13/2023Envestnet Asset Management Inc.259,033$5.58M0.0%+362.2%0.044%
11/13/2023QRG Capital Management Inc.31,393$676K0.0%N/A0.005%
11/9/2023Pzena Investment Management LLC16,288,934$350.86M1.5%-2.3%2.776%
(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, 105 institutional investors and hedge funds held shares of Fresenius Medical Care. The most heavily invested institutionals were Pzena Investment Management LLC ($308.96M), 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?

8.25% 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 93 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 ($11.21M), Dodge & Cox ($718.91K), Pacer Advisors Inc. ($683.61K), Wulff Hansen & CO. ($329.89K), Marshall Wace LLP ($288.05K), Capricorn Fund Managers Ltd ($210.99K), and Envestnet Asset Management Inc. ($202.99K).

How much institutional buying is happening at Fresenius Medical Care?

Institutional investors have bought a total of 15,855,871 shares in the last 24 months. This purchase volume represents approximately $272.36M in transactions.

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

Of the 45 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 ($8.21M), Fiduciary Management Inc. WI ($1.38M), Tweedy Browne Co LLC ($677.53K), 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 11,348,748 shares in the last 24 months. This volume of shares sold represents approximately $240.97M in transactions.



This page (NYSE:FMS) was last updated on 10/31/2024 by MarketBeat.com Staff
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