What percentage of FMS is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Fresenius Medical Care AG & Co. KGaA stands at 7.3%, held across 210 reporting institutions.

Who is the largest institutional holder of FMS?

PZENA INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of FMS, with approximately 15,052,822 shares worth $0.34B as of Q1 2026.

Is FMS a hedge fund favorite?

Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of FMS, including MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P., TWO SIGMA INVESTMENTS, LP.

What is FMS's Smart Money Score?

Our composite Smart Money Score for FMS is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought FMS this quarter?

43 institutions opened new positions in FMS during Q1 2026, while 43 fully exited. 72 added to existing positions and 94 trimmed.

How is institutional ownership of FMS changing?

FMS institutional ownership rose by 0.36 percentage points quarter-over-quarter, with a net change of +0 holders.

How concentrated is FMS ownership among the top holders?

The top 10 institutions account for 79.9% of all reported 13F value in FMS, and the top 25 account for 92.0%.

Where does this FMS institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

Fresenius Medical Care AG & Co. KGaA (FMS) Institutional Ownership Q1 2026 | Top 13F Holders

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Fresenius Medical Care AG & Co. KGaA (FMS) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of FMS

Ranked by reported Q1 2026 13F market value

Top 10 Holders

79.9%

Top 25 Holders

92.0%

Share of total reported institutional value in FMS held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	PZENA INVESTMENT MANAGEMENT LLC	15.1M	$339.6M	+2.0%	2.734%	1.10%
2	FIDUCIARY MANAGEMENT INC /WI/	4.5M	$100.7M	-10.1%	0.810%	1.25%
3	DODGE & COX	3.8M	$86.3M	0.0%	0.695%	0.05%
4	MORGAN STANLEY	2.5M	$56.1M	-15.5%	0.451%	0.00%
5	MILLENNIUM MANAGEMENT LLC	1.6M	$37.0M	+3950.4%	0.298%	0.02%
6	BRANDES INVESTMENT PARTNERS, LP	1.6M	$36.3M	—	0.293%	0.26%
7	TODD ASSET MANAGEMENT LLC	1.3M	$29.3M	+0.8%	0.235%	0.57%
8	GOLDMAN SACHS GROUP INC	818K	$18.5M	+11.3%	0.149%	0.00%
9	Integral Health Asset Management, LLC	775K	$17.5M	+19.2%	0.141%	1.08%
10	BlackRock, Inc.	628K	$14.2M	+35.9%	0.114%	0.00%
11	Point72 Asset Management, L.P.	510K	$11.5M	-55.0%	0.093%	0.02%
12	D. E. Shaw & Co., Inc.	429K	$9.7M	+1201.2%	0.078%	0.01%
13	RAYMOND JAMES FINANCIAL INC	422K	$9.5M	+47.2%	0.077%	0.00%
14	ENVESTNET ASSET MANAGEMENT INC	384K	$8.7M	+50.1%	0.070%	0.00%
15	NORTHERN TRUST CORP	380K	$8.6M	-5.3%	0.069%	0.00%
16	Moran Wealth Management, LLC	348K	$7.8M	+31.5%	0.063%	0.24%
17	Quantinno Capital Management LP	341K	$7.7M	+15.7%	0.062%	0.01%
18	HENNESSY ADVISORS INC	338K	$7.6M	-3.4%	0.061%	0.28%
19	BNP PARIBAS ARBITRAGE, SA	336K	$7.6M	+456.9%	0.061%	0.00%
20	WELLS FARGO & COMPANY/MN	335K	$7.6M	+580.8%	0.061%	0.00%
21	FMR LLC	295K	$6.7M	+119.3%	0.054%	0.00%
22	ROYAL BANK OF CANADA	217K	$4.9M	+479.2%	0.039%	0.00%
23	TWO SIGMA INVESTMENTS, LP	214K	$4.8M	+340.7%	0.039%	0.00%
24	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	206K	$4.6M	+353.8%	0.037%	0.02%
25	Creative Planning	184K	$4.1M	+156.2%	0.033%	0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FMS — a direct measure of their conviction.

FMS Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	210	+0.0%	7.26%	+0.36 pp	$920M	+5.2%
Q4 2025	210	+4.0%	6.90%	0.49 pp	$875M	6.6%
Q3 2025	202	2.9%	7.39%	22.27 pp	$937M	75%
Q2 2025	208	+6.1%	29.66%	+22.86 pp	$3.76B	+336%
Q1 2025	196	+5.4%	6.80%	+0.75 pp	$862M	+12%
Q4 2024	186	+14%	6.05%	+0.46 pp	$767M	+8.2%
Q3 2024	163	+0.0%	5.59%	+0.91 pp	$709M	+20%
Q2 2024	163	—	4.68%	—	$593M	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Fresenius Medical Care AG & Co. KGaA (FMS) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of FMS

Quarterly Institutional Activity

New Buyers

Exited Positions

FMS Institutional Ownership by Quarter

FMS — Frequently Asked Questions