Fresenius Medical Care AG (FMS) shareholders
Close on Nov 12, 2026Market cap $6.03BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Fresenius SE & Co. KGaA | 67,181,358 | 25.60% | 13D (active) amendment | Aug 20, 2026 |
| Dodge & Cox | 19,538,650 | 7.40% | 13G (passive) amendment | Dec 31, 2023 |
| BlackRock, Inc. | 13,447,914 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FMS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 14,992,081 | – | $338.97M | −60,741 | 1.00% |
| Morgan Stanley | 4,347,748 | – | $98.30M | +1,862,938 | 0.01% |
| Dodge & Cox | 3,826,910 | – | $86.53M | – | 0.05% |
| Fiduciary Management Inc /Wi/ | 2,937,829 | – | $66.42M | −1,524,277 | 0.94% |
| Brandes Investment Partners, LP | 1,916,090 | – | $43.32M | +305,241 | 0.30% |
| Millennium Management LLC | 1,571,805 | – | $35.54M | −69,496 | 0.01% |
| Todd Asset Management LLC | 1,305,386 | – | $29.51M | +8,843 | 0.52% |
| Goldman Sachs Group Inc | 898,668 | – | $20.32M | +80,666 | 0.00% |
| BlackRock, Inc. | 860,302 | – | $19.45M | +232,633 | 0.00% |
| Teachers Retirement System Of The State Of Kentucky | 816,200 | – | $18.45M | – | 0.13% |
| Quantinno Capital Management LP | 527,966 | – | $11.94M | +186,623 | 0.01% |
| O'Shaughnessy Asset Management, LLC | 465,587 | – | $10.53M | +259,711 | 0.05% |
| Envestnet Asset Management Inc | 428,696 | – | $9.69M | +44,925 | 0.00% |
| Northern Trust Corp | 384,960 | – | $8.70M | +5,176 | 0.00% |
| Wells Fargo & Company/Mn | 381,361 | – | $8.62M | +46,506 | 0.00% |
| Raymond James Financial Inc | 364,770 | – | $8.25M | −57,654 | 0.00% |
| Moran Wealth Management, LLC | 362,438 | – | $8.19M | +14,665 | 0.25% |
| Creative Planning | 297,333 | – | $6.72M | +113,515 | 0.00% |
| Royal Bank of Canada | 262,797 | – | $5.94M | +45,936 | 0.00% |
| FMR LLC | 245,682 | – | $5.55M | −49,707 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 233 | 42M | 48 / 100 | 43 / 29 | 5M | 4M |
| Q1 2026 | 220 | 42M | 43 / 90 | 48 / 36 | 8M | 3M |
| Q4 2025 | 215 | 38M | 33 / 59 | 74 / 21 | 3M | 2M |
| Q3 2025 | 207 | 36M | 27 / 73 | 59 / 25 | 2M | 2M |
| Q2 2025 | 208 | 37M | 32 / 83 | 49 / 22 | 5M | 3M |
| Q1 2025 | 202 | 35M | 31 / 65 | 52 / 16 | 3M | 1M |
| Q4 2024 | 190 | 34M | 38 / 62 | 44 / 14 | 2M | 2M |
| Q3 2024 | 168 | 33M | 24 / 57 | 48 / 20 | 3M | 1M |
| Q2 2024 | 167 | 31M | 18 / 65 | 45 / 22 | 1M | 4M |
| Q1 2024 | 172 | 35M | 32 / 58 | 42 / 20 | 3M | 2M |
| Q4 2023 | 160 | 34M | 28 / 46 | 46 / 15 | 3M | 1M |
| Q3 2023 | 148 | 33M | 24 / 39 | 41 / 21 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
18 funds held FMS in Q2 2026, 0% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FMS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Windsor Fund | 8,204,589 | – | $210.53M | 0.83% | Jul 31, 2026 |
| Dodge & Cox Balanced Fund | 3,826,910 | – | $86.53M | 0.59% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 2,539,431 | – | $65.16M | 0.94% | Jul 31, 2026 |
| FMI Large Cap Fund | 1,030,000 | – | $23.29M | 2.18% | Jun 30, 2026 |
| Classic Value Fund | 874,362 | – | $22.44M | 4.12% | Jul 31, 2026 |
| Pzena Mid Cap Value Fund | 129,999 | – | $2.80M | 2.74% | May 31, 2026 |
| Pzena U.S. Large Cap Value ETF | 71,173 | – | $1.54M | 2.48% | May 31, 2026 |
| Nia Impact Solutions Fund | 47,114 | – | $1.02M | 1.09% | May 31, 2026 |
| Steward Values Enhanced International Fund | 36,535 | – | $937.49K | 0.28% | Jul 31, 2026 |
| ActivePassive International Equity ETF | 33,336 | – | $719.06K | 0.07% | May 31, 2026 |
| Avantis International Equity ETF | 28,683 | – | $618.69K | 0.00% | May 31, 2026 |
| AAM Todd International Intrinsic Value ETF | 14,239 | – | $365.37K | 1.11% | Jul 31, 2026 |
| Cultivar ETF | 12,989 | – | $333.30K | 0.78% | Jul 31, 2026 |
| Fidelity Series Global ex U.S. Index Fund | 12,588 | – | $323.01K | 0.00% | Jul 31, 2026 |
| Avantis Responsible International Equity ETF | 5,205 | – | $112.27K | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Olga Renkewitsch | See Remarks | – | Mar 18, 2026 |
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Fresenius Medical Care's stock actually held short. Settlement fails (shares not delivered on time) peaked at 75,472 shares on Oct 1, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Classon Rolf A Director | Dec 20, 2023 | 5,714 | $119.23K | Dec 20, 2023 | Open Market purchase |
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