Fresenius Medical Care (FMS) Institutional Ownership

$20.30

-0.09 (-0.44%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 8.25%
Number of Institutional Buyers (last 12 months): 41
Total Institutional Inflows (last 12 months): $34.42M

Number of Institutional Sellers (last 12 months): 29
Total Institutional Outflows (last 12 months): $107.33M

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FMS Institutional Buying and Selling by Quarter

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Fresenius Medical Care Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	16,807	$321K	0.0%	-3.4%	0.003%
7/25/2024	Highland Capital Management LLC	44,450	$849K	0.1%	-7.7%	0.008%
7/22/2024	Veracity Capital LLC	51,452	$982K	0.4%	-3.0%	0.009%
7/18/2024	Valley National Advisers Inc.	14,396	$274K	0.0%	-3.6%	0.002%
7/12/2024	SG Americas Securities LLC	10,150	$194K	0.0%	-33.3%	0.002%
7/12/2024	QRG Capital Management Inc.	60,309	$1.15M	0.0%	+10.9%	0.010%
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7/3/2024	Partnership Wealth Management LLC	4,150	$79K	0.1%	-96.5%	0.001%
7/2/2024	GAMMA Investing LLC	3,323	$63K	0.0%	-21.4%	0.001%
6/3/2024	Cacti Asset Management LLC	34,000	$722K	0.1%	-21.8%	0.006%
5/9/2024	SageView Advisory Group LLC	6,568	$127K	0.0%	N/A	0.001%
5/8/2024	US Bancorp DE	18,262	$352K	0.0%	-8.8%	0.003%
5/8/2024	QRG Capital Management Inc.	54,363	$1.05M	0.0%	+19.5%	0.009%
5/7/2024	SG Americas Securities LLC	15,228	$294K	0.0%	+50.0%	0.003%
5/6/2024	ORG Partners LLC	5,768	$110K	0.2%	N/A	0.001%
5/3/2024	Pzena Investment Management LLC	16,271,972	$313.72M	1.1%	+0.0%	2.773%
4/26/2024	Triasima Portfolio Management inc.	67,070	$1.29M	0.1%	N/A	0.011%
4/19/2024	Everett Harris & Co. CA	20,657	$398K	0.0%	-4.3%	0.004%
4/19/2024	Veracity Capital LLC	53,023	$1.02M	0.4%	+172.2%	0.009%
4/19/2024	Legacy Wealth Asset Management LLC	30,309	$584K	0.2%	N/A	0.005%
4/19/2024	Uncommon Cents Investing LLC	38,810	$748K	0.2%	+8.0%	0.007%
4/19/2024	First Trust Direct Indexing L.P.	22,264	$429K	0.0%	-5.5%	0.004%
4/10/2024	Partnership Wealth Management LLC	117,598	$2.27M	1.6%	-3.0%	0.020%
4/5/2024	GAMMA Investing LLC	4,230	$82K	0.0%	+21.8%	0.001%
3/22/2024	PNC Financial Services Group Inc.	11,543	$240K	0.0%	-16.7%	0.002%
2/26/2024	Syon Capital LLC	15,530	$323K	0.0%	-12.9%	0.003%
2/14/2024	Fiduciary Management Inc. WI	5,673,413	$118.18M	1.1%	-6.9%	0.967%
2/13/2024	Morningstar Investment Services LLC	20,729	$434K	0.0%	+104.3%	0.004%
2/13/2024	Crossmark Global Holdings Inc.	42,523	$885K	0.0%	-12.7%	0.007%
2/13/2024	Tower Research Capital LLC TRC	2,314	$48K	0.0%	+349.3%	0.000%
2/12/2024	Eagle Asset Management Inc.	14,861	$310K	0.0%	-3.6%	0.003%
2/9/2024	Pzena Investment Management LLC	16,267,492	$338.85M	1.3%	-0.1%	2.772%
2/9/2024	Franklin Resources Inc.	74,101	$1.54M	0.0%	-4.4%	0.013%
2/9/2024	Assetmark Inc.	4,178	$87K	0.0%	+169.9%	0.001%
2/9/2024	Corient Private Wealth LLC	66,134	$1.38M	0.0%	+164.6%	0.011%
2/9/2024	PNC Financial Services Group Inc.	11,543	$240K	0.0%	-16.7%	0.002%
2/8/2024	Quadrant Capital Group LLC	3,167	$66K	0.0%	-23.0%	0.001%
2/8/2024	Guardian Capital Advisors LP	123,715	$2.56M	0.3%	+16.7%	0.021%
2/8/2024	Moran Wealth Management LLC	155,897	$3.25M	0.1%	N/A	0.027%
2/7/2024	Partnership Wealth Management LLC	121,243	$2.34M	1.7%	N/A	0.021%
2/7/2024	QRG Capital Management Inc.	45,493	$948K	0.0%	+44.9%	0.008%
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2/7/2024	VisionPoint Advisory Group LLC	39,001	$812K	0.3%	N/A	0.007%
2/6/2024	National Bank of Canada FI	17,439	$370K	0.0%	-13.8%	0.003%
2/2/2024	Syon Capital LLC	15,530	$323K	0.0%	-12.9%	0.003%
2/1/2024	GAMMA Investing LLC	3,472	$67K	0.0%	N/A	0.001%
2/1/2024	Signaturefd LLC	7,643	$159K	0.0%	-11.1%	0.001%
1/29/2024	Lodestar Private Asset Management LLC	15,782	$329K	0.1%	-3.7%	0.003%
1/29/2024	Hartford Financial Management Inc.	1,688	$35K	0.0%	+98.8%	0.000%
1/26/2024	Cerity Partners LLC	26,786	$558K	0.0%	+6.1%	0.005%
1/22/2024	Veracity Capital LLC	19,480	$406K	0.2%	N/A	0.003%
1/18/2024	Uncommon Cents Investing LLC	35,920	$748K	0.2%	+19.7%	0.006%
1/18/2024	Ritholtz Wealth Management	30,237	$630K	0.0%	+20.1%	0.005%
1/16/2024	Pacer Advisors Inc.	488,401	$10.17M	0.0%	+14,252.1%	0.083%
1/16/2024	Raymond James & Associates	28,960	$603K	0.0%	+4.0%	0.005%
1/11/2024	Bruce G. Allen Investments LLC	1,468	$31K	0.0%	N/A	0.000%
11/14/2023	Morningstar Investment Services LLC	10,145	$220K	0.0%	+6.4%	0.002%
11/14/2023	Valley National Advisers Inc.	15,813	$341K	0.1%	-3.7%	0.003%
11/14/2023	Mckinley Capital Management LLC	13,789	$297K	0.0%	N/A	0.002%
11/14/2023	O Shaughnessy Asset Management LLC	92,635	$2.00M	0.0%	+259.5%	0.016%
11/13/2023	Eagle Asset Management Inc.	15,412	$332K	0.0%	N/A	0.003%
11/13/2023	Mariner LLC	38,668	$833K	0.0%	-9.6%	0.007%
11/13/2023	Clearbridge Investments LLC	11,106	$239K	0.0%	+21.7%	0.002%
11/13/2023	Invesco Ltd.	801,136	$17.26M	0.0%	-20.6%	0.137%
11/13/2023	Envestnet Asset Management Inc.	259,033	$5.58M	0.0%	+362.2%	0.044%
11/13/2023	QRG Capital Management Inc.	31,393	$676K	0.0%	N/A	0.005%
11/9/2023	Pzena Investment Management LLC	16,288,934	$350.86M	1.5%	-2.3%	2.776%
11/8/2023	Vanguard Personalized Indexing Management LLC	18,652	$402K	0.0%	+10.2%	0.003%
11/4/2023	Syon Capital LLC	17,831	$384K	0.0%	N/A	0.003%
11/4/2023	Signaturefd LLC	8,601	$185K	0.0%	+7.3%	0.001%
10/30/2023	First Trust Direct Indexing L.P.	23,888	$515K	0.1%	+6.6%	0.004%
10/26/2023	Inspire Investing LLC	27,840	$600K	0.1%	N/A	0.005%
10/26/2023	Advisor Partners II LLC	10,836	$233K	0.0%	+16.3%	0.002%
10/24/2023	Bank of New York Mellon Corp	23,371	$503K	0.0%	-3.6%	0.004%
10/24/2023	Raymond James & Associates	27,835	$600K	0.0%	-7.9%	0.005%
10/23/2023	Commonwealth Equity Services LLC	14,241	$307K	0.0%	-11.4%	0.002%
10/20/2023	Uncommon Cents Investing LLC	30,020	$647K	0.2%	+23.7%	0.005%
10/18/2023	Riverwater Partners LLC	12,800	$276K	0.3%	-5.7%	0.002%
10/13/2023	Ritholtz Wealth Management	25,178	$542K	0.0%	N/A	0.004%
10/11/2023	Koss Olinger Consulting LLC	77,086	$1.66M	0.2%	-20.0%	0.013%
10/10/2023	National Bank of Canada FI	20,236	$427K	0.0%	+4.4%	0.003%
8/14/2023	Morningstar Investment Services LLC	9,533	$224K	0.0%	N/A	0.002%
8/11/2023	Settian Capital LP	40,000	$957K	0.8%	N/A	0.007%
8/11/2023	Clearbridge Investments LLC	9,125	$218K	0.0%	N/A	0.002%
8/11/2023	O Shaughnessy Asset Management LLC	25,771	$617K	0.0%	+71.7%	0.004%
8/11/2023	Franklin Resources Inc.	91,846	$2.20M	0.0%	-13.1%	0.016%
8/10/2023	US Bancorp DE	25,891	$620K	0.0%	-21.9%	0.004%
8/7/2023	Arbor Investment Advisors LLC	8,850	$212K	0.0%	N/A	0.002%
8/7/2023	Mirabella Financial Services LLP	35,098	$840K	0.1%	N/A	0.006%
8/4/2023	Envestnet Asset Management Inc.	56,042	$1.34M	0.0%	-37.6%	0.010%
8/4/2023	Pzena Investment Management LLC	16,672,581	$398.98M	1.7%	-16.7%	2.841%
8/1/2023	Signaturefd LLC	8,017	$192K	0.0%	+8.6%	0.001%
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7/31/2023	Crossmark Global Holdings Inc.	46,670	$1.23M	0.0%	+2.4%	0.008%
7/31/2023	Valley National Advisers Inc.	16,425	$394K	0.1%	-4.7%	0.003%
7/31/2023	Koss Olinger Consulting LLC	96,306	$2.31M	0.3%	+2.4%	0.016%
7/28/2023	Vanguard Personalized Indexing Management LLC	16,920	$405K	0.0%	+7.4%	0.003%
7/27/2023	Everett Harris & Co. CA	21,798	$522K	0.0%	-3.5%	0.004%
7/26/2023	National Bank of Canada FI	19,391	$463K	0.0%	+3.1%	0.003%
7/21/2023	Creative Planning	30,039	$719K	0.0%	+27.8%	0.005%
7/20/2023	Uncommon Cents Investing LLC	24,270	$581K	0.2%	+27.7%	0.004%
7/18/2023	Riverwater Partners LLC	13,580	$325K	0.3%	+35.8%	0.002%
7/14/2023	Ronald Blue Trust Inc.	1,819	$39K	0.0%	-24.8%	0.000%

(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, 108 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 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 ($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 17,157,487 shares in the last 24 months. This purchase volume represents approximately $306.84M 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 11,628,253 shares in the last 24 months. This volume of shares sold represents approximately $248.63M in transactions.