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 177 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $808 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
112
shares
|
$2,713
0.0% of portfolio
|
Q3 2024
Reduced 78.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
107
shares
|
$2,592
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
103
shares
|
$2,495
0.0% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$2,423
0.0% of portfolio
|
Q4 2022
Reduced 91.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
90
shares
|
$2,180
0.0% of portfolio
|
Q1 2024
Reduced 66.54%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
88
shares
|
$2,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
80
shares
|
$1,938
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
76
shares
|
$1,841
0.0% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
70
shares
|
$1,696
0.0% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
69
shares
|
$1,671
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$1,574
0.0% of portfolio
|
Q2 2022
Reduced 85.23%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
34
shares
|
$823
0.0% of portfolio
|
Q3 2024
Reduced 48.48%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
33
shares
|
$799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
31
shares
|
$751
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
30
shares
|
$726
0.0% of portfolio
|
Q4 2023
Added 15.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
27
shares
|
$654
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
26
shares
|
$629
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
24
shares
|
$581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$508
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
18
shares
|
$436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
17
shares
|
$411
0.0% of portfolio
|
Q2 2024
Reduced 65.31%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
10
shares
|
$242
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
10
shares
|
$242
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
8
shares
|
$193
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2024
New holding
|