Institutional Ownership Fresenius Medical Care Ag & Co. K Ga A (FMS)
This table provides information about the institutional ownership of Fresenius Medical Care Ag & Co. K Ga A (FMS). We have compiled data on the 175 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $740 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
472
shares
|
$10,459
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
464
shares
|
$10,282
0.0% of portfolio
|
Q2 2024
Reduced 70.52%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
418
shares
|
$9,262
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
418
shares
|
$9,262
0.0% of portfolio
|
Q3 2024
Added 76.37%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
418
shares
|
$9,262
0.0% of portfolio
|
Q3 2024
Added 60.15%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
405
shares
|
$8,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
376
shares
|
$8,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
354
shares
|
$7,844
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
313
shares
|
$6,936
0.0% of portfolio
|
Q1 2024
Added 251.69%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
305
shares
|
$6,758
0.01% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
301
shares
|
$6,670
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
224
shares
|
$4,963
0.0% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
219
shares
|
$4,853
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
209
shares
|
$4,631
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
209
shares
|
$4,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
204
shares
|
$4,520
0.0% of portfolio
|
Q4 2023
Reduced 48.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
202
shares
|
$4,476
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
163
shares
|
$3,612
0.0% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$3,324
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
150
shares
|
$3,324
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
150
shares
|
$3,324
0.0% of portfolio
|
Q4 2023
Reduced 73.21%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
119
shares
|
$2,637
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
112
shares
|
$2,481
0.0% of portfolio
|
Q3 2024
Reduced 78.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
107
shares
|
$2,371
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
103
shares
|
$2,282
0.0% of portfolio
|
Q3 2024
Reduced 4.63%
|