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 226 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $893 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
70
shares
|
$1,705
0.0% of portfolio
|
Q3 2024
Added 9.38%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
69
shares
|
$1,680
0.0% of portfolio
|
Q1 2020
New holding
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
67
shares
|
$1,632
0.0% of portfolio
|
Q2 2025
Reduced 34.95%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$1,583
0.0% of portfolio
|
Q2 2022
Reduced 85.23%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
64
shares
|
$1,559
0.0% of portfolio
|
Q2 2025
New holding
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
35
shares
|
$852
0.0% of portfolio
|
Q4 2024
Added 29.63%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
34
shares
|
$828
0.0% of portfolio
|
Q1 2025
New holding
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
31
shares
|
$755
0.0% of portfolio
|
Q2 2025
New holding
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
31
shares
|
$755
0.0% of portfolio
|
Q4 2023
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
31
shares
|
$755
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
30
shares
|
$730
0.0% of portfolio
|
Q4 2023
Added 15.38%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
28
shares
|
$682
0.0% of portfolio
|
Q2 2025
Reduced 56.25%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
24
shares
|
$584
0.0% of portfolio
|
Q2 2024
New holding
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
22
shares
|
$535
0.0% of portfolio
|
Q2 2025
New holding
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
21
shares
|
$511
0.0% of portfolio
|
Q1 2019
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
18
shares
|
$438
0.0% of portfolio
|
Q3 2024
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
18
shares
|
$438
0.0% of portfolio
|
Q2 2025
New holding
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
17
shares
|
$414
0.0% of portfolio
|
Q2 2024
Reduced 65.31%
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6
shares
|
$146
0.0% of portfolio
|
Q2 2025
New holding
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
6
shares
|
$146
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$121
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|