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 229 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $848 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
1,401
shares
|
$32,769
0.0% of portfolio
|
Q4 2025
Reduced 52.35%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,380
shares
|
$32,278
0.0% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Jan 27, 2026 Q4 2025 |
1,256
shares
|
$29,377
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
1,212
shares
|
$28,348
0.0% of portfolio
|
Q4 2025
Reduced 8.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,141
shares
|
$26,687
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,114
shares
|
$26,056
0.0% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
980
shares
|
$22,922
0.0% of portfolio
|
Q4 2025
Added 22.65%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
944
shares
|
$22,080
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2026 Q4 2025 |
926
shares
|
$21,659
0.0% of portfolio
|
Q3 2021
Reduced 4.14%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
743
shares
|
$17,378
0.0% of portfolio
|
Q3 2025
Reduced 99.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
728
shares
|
$17,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
687
shares
|
$16,068
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
686
shares
|
$16,045
0.0% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
478
shares
|
$11,180
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
464
shares
|
$10,852
0.0% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
439
shares
|
$10,268
0.01% of portfolio
|
Q3 2025
Added 33.84%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
419
shares
|
$9,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
418
shares
|
$9,777
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
418
shares
|
$9,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
305
shares
|
$7,133
0.01% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Jnba Financial Advisors
|
Jan 26, 2026 Q4 2025 |
301
shares
|
$7,040
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
286
shares
|
$6,689
0.0% of portfolio
|
Q3 2025
Reduced 91.31%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
267
shares
|
$6,245
0.0% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
222
shares
|
$5,192
0.0% of portfolio
|
Q2 2025
Reduced 41.27%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
219
shares
|
$5,122
0.0% of portfolio
|
Q4 2023
New holding
|
|