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 218 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $971 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
202
shares
|
$5,565
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
188
shares
|
$5,179
0.0% of portfolio
|
Q4 2024
Added 15.34%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
154
shares
|
$4,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$4,132
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
150
shares
|
$4,132
0.0% of portfolio
|
Q4 2023
Reduced 73.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
150
shares
|
$4,132
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
119
shares
|
$3,278
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
110
shares
|
$3,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
107
shares
|
$2,947
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
103
shares
|
$2,837
0.0% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
100
shares
|
$2,755
0.0% of portfolio
|
Q4 2022
Reduced 91.26%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
85
shares
|
$2,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
84
shares
|
$2,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
80
shares
|
$2,204
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
76
shares
|
$2,093
0.0% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
70
shares
|
$1,928
0.0% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
70
shares
|
$1,928
0.0% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
69
shares
|
$1,900
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
66
shares
|
$1,818
0.0% of portfolio
|
Q1 2025
Added 560.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$1,790
0.0% of portfolio
|
Q2 2022
Reduced 85.23%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
64
shares
|
$1,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
47
shares
|
$1,294
0.0% of portfolio
|
Q4 2024
Added 80.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
35
shares
|
$964
0.0% of portfolio
|
Q4 2024
Added 29.63%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
34
shares
|
$936
0.0% of portfolio
|
Q3 2024
Reduced 48.48%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
34
shares
|
$936
0.0% of portfolio
|
Q1 2025
New holding
|