Fresenius Medical Care AG & Co. KGaA Ownership | Who Owns Fresenius Medical Care AG & Co. KGaA?
Fresenius Medical Care AG & Co. KGaA Ownership Summary
Fresenius Medical Care AG & Co. KGaA is owned by 11.40% institutional investors, and 88.60% retail investors. Pzena investment management is the largest institutional shareholder, holding 5.52% of FMS shares. Pzena Large Cap Value is the top mutual fund, with 1.40% of its assets in Fresenius Medical Care AG & Co. KGaA shares.
FMS Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Fresenius Medical Care AG & Co. KGaA | 11.40% | - | 88.60% |
Sector | Healthcare Stocks | 46.80% | 8.14% | 45.06% |
Industry | Medical Care Facilities Stocks | 68.77% | 10.08% | 21.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Pzena investment management | 16.18M | 5.52% | $308.96M |
Fiduciary management inc /wi/ | 5.17M | 1.76% | $98.69M |
Dodge & cox | 4.22M | 1.44% | $80.62M |
Morgan stanley | 978.58K | 0.33% | $18.68M |
Goldman sachs group | 762.16K | 0.26% | $14.55M |
Blackrock | 469.40K | 0.16% | $8.96M |
Envestnet asset management | 297.57K | 0.10% | $5.68M |
Northern trust | 260.19K | 0.09% | $4.97M |
Moran wealth management | 158.75K | 0.05% | $3.03M |
Visionpoint advisory group | 128.58K | 0.04% | $2.45M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Pzena investment management | 16.18M | 1.09% | $308.96M |
Fiduciary management inc /wi/ | 5.17M | 0.92% | $98.69M |
Visionpoint advisory group | 128.58K | 0.87% | $2.45M |
Mork capital management | 47.19K | 0.71% | $900.86K |
Veracity capital | 51.45K | 0.41% | $982.21K |
Wulff, hansen | 17.99K | 0.34% | $343.43K |
Uncommon cents investing | 39.09K | 0.23% | $746.23K |
Legacy wealth asset management | 38.05K | 0.20% | $726.34K |
Riverwater partners | 12.64K | 0.18% | $241.39K |
Triasima portfolio management | 85.43K | 0.15% | $1.63M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Goldman sachs group | 762.16K | 0.00% | 118.87K |
Citadel advisors | 37.40K | 0.00% | 31.10K |
Blackrock | 469.40K | 0.00% | 23.77K |
Ci private wealth | 75.11K | 0.00% | 23.15K |
Cresset asset management | 36.06K | 0.00% | 22.12K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pacer advisors | - | - | -566.29K |
Fiduciary management inc /wi/ | 5.17M | 0.92% | -238.34K |
Arrowstreet capital, limited partnership | - | - | -221.96K |
Gts securities | - | - | -206.22K |
Millennium management | - | - | -149.56K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Vident advisory | 18.26K | 0.01% | 18.26K | $348.66K |
Aqr capital management | 10.34K | 0.00% | 10.34K | $197.39K |
Kimelman & baird | 9.73K | 0.02% | 9.73K | $185.82K |
Cromwell | 2.27K | 0.03% | 2.27K | $43.43K |
Glen eagle advisors | 107.00 | 0.00% | 107.00 | $2.05K |
Sold Out
Holder | Change |
---|---|
Harbor investment advisory | -7.00 |
First manhattan co. llc. | -10.00 |
Centennial bank/ar/ | -30.00 |
Wr wealth planners | -34.00 |
Goodwin investment advisory | -62.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 163 | -1.81% | 33,462,816 | 6.78% | 11 | 10.00% | 79 | -4.82% | 46 | 4.55% |
Jun 30, 2024 | 163 | -5.23% | 31,296,384 | -5.79% | 10 | 8.32% | 83 | -6.74% | 42 | 2.44% |
Mar 31, 2024 | 172 | 5.52% | 33,219,964 | 0.31% | 11 | 8.89% | 89 | 27.14% | 41 | -16.33% |
Dec 31, 2023 | 163 | 8.67% | 33,117,715 | 0.23% | 11 | 8.90% | 70 | 11.11% | 49 | 22.50% |
Sep 30, 2023 | 150 | 2.74% | 33,043,145 | -2.98% | 11 | 8.36% | 63 | 6.78% | 40 | 11.11% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Pzena Large Cap Value | 8.20M | 1.40% | - |
Vanguard Windsor Investor Shares | 8.20M | 1.40% | - |
Dodge & Cox Balanced I | 4.17M | 0.71% | -49.60K |
Dodge & Cox Balanced Composite | 4.17M | 0.71% | -49.60K |
Vanguard Selected Value Inv | 3.29M | 0.56% | - |
Pzena Mid Cap Value | 3.29M | 0.56% | - |
JHancock Classic Value A | 2.07M | 0.35% | -209.50K |
FMI Large Cap Investor | 1.70M | 0.29% | 300.00K |
Liberty All-Star Equity | 1.06M | 0.18% | 204.27K |
Fiduciary Mgt of Milwaukee Lg-Cap Eq | 441.28K | 0.08% | 110.07K |
FMS Ownership FAQ
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