$FMS

$22.49 -$0.26 (1.14%) Live

$FMS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 279.3M shares outstanding

Who owns FMS?

By type of holder

Institutions 15.2% Everyone else 84.8%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 35.8%

Fresenius SE & Co. KGaA 24.1% · Pzena Investment Management LLC 5.4%

Institutional ownership

15.2%

+0.1 pts vs last qtr

Institutional holders

235

+13 vs last qtr

Net shares bought

+362.4K

by institutions in Q2 2026

New / sold out

47 / 34

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Morgan Stanley +1.9M
Brandes Investment Partners, LP +305.2K

Biggest sellers in Q2 2026

Fiduciary Management Inc /wi/ −1.5M
Integral Health Asset Management, LLC SOLD OUT −775.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Fresenius Medical Care AG in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2008–FY2016

+4.2%

+0.51% a year

Each share's claim on the business

−4.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $63.4M

over 9 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years29% 3–5 years48% 1–3 years14% Under 1 year10%

Quarterly turnover

11.2%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting FMS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PI Pzena Investment Management LLC	15.0M	5.37%	−60.7K (−0.4%)	2021	1.0%
Shares held by quarter Peak holding16.2M (Q3'24) Change over 8 quarters−1.2M Share of the company5.370% Pzena Investment Management LLC's full portfolio →
FM Fiduciary Management Inc /wi/	2.9M	1.05%	−1.5M (−34.2%)	≤2021	0.9%
Shares held by quarter Peak holding6.6M (Q3'24) Change over 8 quarters−3.6M Share of the company1.050% Fiduciary Management Inc /wi/'s full portfolio →

Pzena Investment Management LLC

15.0M

% of company

5.37%

Change vs last qtr

−60.7K (−0.4%)

Held since

2021

Fiduciary Management Inc /wi/

2.9M

% of company

1.05%

Change vs last qtr

−1.5M (−34.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Fresenius Medical Care AG, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FMS on Form N-PORT; together they hold 10.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VW Vanguard Windsor Fund Vanguard Windsor Funds	$211M	8.2M	2.94%	0.83%	July 31, 2026
VT Vanguard Total International Stock Index Fund Vanguard Star Funds	$151M	2.9M	1.05%	0.02%	July 31, 2026

Vanguard Windsor Fund

Vanguard Windsor Funds

Position value

$211M

% of company

2.94%

% of the fund

0.83%

As of

July 31, 2026

Vanguard Total International Stock Index Fund

Vanguard Star Funds

Position value

$151M

% of company

1.05%

% of the fund

0.02%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Fresenius Medical Care AG and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FS Fresenius SE & Co. KGaA 5%+ holder 13D · 25.6%	67.2M	24.05%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company24.050% Disclosed stake13D · 25.6% View the 13D/G filing →

Fresenius SE & Co. KGaA

5%+ holder13D · 25.6%

67.2M

% of company

24.05%

Change vs last qtr

—

Held since

—

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