Ranked by reported Q2 2026 13F market value
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 | 15.0M | $339.0M | -0.4% | 2.791% | 1.00% |
| 2 | MORGAN STANLEY | 4.3M | $98.3M | +75.0% | 0.809% | 0.01% |
| 3 | DODGE & COX | 3.8M | $86.5M | 0.0% | 0.713% | 0.05% |
| 4 | FIDUCIARY MANAGEMENT INC /WI/ | 2.9M | $66.4M | -34.2% | 0.547% | 0.94% |
| 5 | BRANDES INVESTMENT PARTNERS, LP | 1.9M | $43.3M | +18.9% | 0.357% | 0.30% |
| 6 | MILLENNIUM MANAGEMENT LLC | 1.6M | $35.5M | -4.2% | 0.293% | 0.01% |
| 7 | TODD ASSET MANAGEMENT LLC | 1.3M | $29.5M | +0.7% | 0.243% | 0.52% |
| 8 | GOLDMAN SACHS GROUP INC | 899K | $20.3M | +9.9% | 0.167% | 0.00% |
| 9 | BlackRock, Inc. | 860K | $19.5M | +37.1% | 0.160% | 0.00% |
| 10 | Quantinno Capital Management LP | 528K | $11.9M | +54.7% | 0.098% | 0.01% |
| 11 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 466K | $10.5M | +126.2% | 0.087% | 0.05% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 429K | $9.7M | +11.7% | 0.080% | 0.00% |
| 13 | NORTHERN TRUST CORP | 385K | $8.7M | +1.4% | 0.072% | 0.00% |
| 14 | WELLS FARGO & COMPANY/MN | 381K | $8.6M | +13.9% | 0.071% | 0.00% |
| 15 | RAYMOND JAMES FINANCIAL INC | 365K | $8.2M | -13.7% | 0.068% | 0.00% |
| 16 | Moran Wealth Management, LLC | 362K | $8.2M | +4.2% | 0.068% | 0.22% |
| 17 | Creative Planning | 297K | $6.7M | +61.8% | 0.055% | 0.00% |
| 18 | ROYAL BANK OF CANADA | 263K | $5.9M | +21.2% | 0.049% | 0.00% |
| 19 | FMR LLC | 246K | $5.6M | -16.8% | 0.046% | 0.00% |
| 20 | ABC ARBITRAGE SA | 240K | $5.4M | β | 0.045% | 0.59% |
| 21 | JPMORGAN CHASE & CO | 222K | $5.0M | +90.7% | 0.041% | 0.00% |
| 22 | UBS Group AG | 220K | $5.0M | +93.6% | 0.041% | 0.00% |
| 23 | D. E. Shaw & Co., Inc. | 211K | $4.8M | -50.9% | 0.039% | 0.00% |
| 24 | ASSETMARK, INC | 183K | $4.1M | +38.0% | 0.034% | 0.01% |
| 25 | Trexquant Investment LP | 180K | $4.1M | +435.5% | 0.034% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FMS β a direct measure of their conviction.
Filings activity in FMS during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 234 | +6.8% | 7.91% | +0.07 pp | $935M | +0.7% |
| Q1 2026 | 219 | +4.3% | 7.84% | +0.85 pp | $928M | +6.1% |
| Q4 2025 | 210 | +2.9% | 6.99% | +0.26 pp | $875M | 6.8% |
| Q3 2025 | 204 | 1.9% | 6.73% | 17.76 pp | $939M | 75% |
| Q2 2025 | 208 | +6.1% | 24.49% | +17.92 pp | $3.76B | +336% |
| Q1 2025 | 196 | +5.4% | 6.57% | +0.23 pp | $862M | +12% |
| Q4 2024 | 186 | +14% | 6.34% | +0.12 pp | $767M | +8.2% |
| Q3 2024 | 163 | β | 6.22% | β | $709M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FMS stock.
Based on Q2 2026 13F filings, institutional ownership of Fresenius Medical Care AG & Co. KGaA stands at 7.9%, held across 234 reporting institutions.
PZENA INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of FMS, with approximately 14,992,081 shares worth $0.34B as of Q2 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of FMS, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for FMS is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in FMS during Q2 2026, while 28 fully exited. 134 added to existing positions and 43 trimmed.
FMS institutional ownership rose by 0.07 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 80.2% of all reported 13F value in FMS, and the top 25 account for 91.0%.
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