FMS Institutional Ownership
Fresenius Medical Care AG & Co. KGaA
1W: +5.1%
1M: -2.0%
3M: -9.5%
YTD: -4.3%
1Y: -17.4%
3Y: +32.5%
5Y: -32.0%
$22.50
-0.25 (-1.10%)
Weekly Expected Move ±5.4%
$20
$21
$23
$24
$25
Credit Risk of going bust: lower than 54% of companies Debt: 50.5% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.05 (down 95%), Fresenius Medical Care AG & Co. KGaA would be worth roughly what it owes.
Total debt $12.20B against a stock market value of $11.97B.
Distance to default 5.49 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $5.18B (short-term plus half of long-term), stock volatility 31.0%; Altman Z'' 2.51. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $12.20B against a stock market value of $11.97B.
Distance to default 5.49 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $5.18B (short-term plus half of long-term), stock volatility 31.0%; Altman Z'' 2.51. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — FMS
266
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$962M
Total Invested
49
New Positions
102
Increased
72
Reduced
29
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (295 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 14,992,081 | $337M | -60,741 | -0.4% | 20Q | SEC ↗ |
| 2 | MORGAN STANLEY | 4,347,748 | $98M | +1,862,938 | +75.0% | 60Q | SEC ↗ |
| 3 | Dodge & Cox | 3,826,910 | $86M | — | +0.0% | 18Q | SEC ↗ |
| 4 | FIDUCIARY MANAGEMENT INC /WI | 2,937,829 | $66M | -1,524,277 | -34.2% | 22Q | SEC ↗ |
| 5 | BRANDES INVESTMENT PARTNERS, LP | 1,916,090 | $43M | +305,241 | +18.9% | 2Q | SEC ↗ |
| 6 | MILLENNIUM MANAGEMENT LLC | 1,571,805 | $35M | -69,496 | -4.2% | 8Q | SEC ↗ |
| 7 | TODD ASSET MANAGEMENT LLC | 1,305,386 | $29M | +8,843 | +0.7% | 6Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 898,668 | $20M | +80,666 | +9.9% | 15Q | SEC ↗ |
| 9 | BlackRock, Inc. | 860,302 | $19M | +232,633 | +37.1% | 8Q | SEC ↗ |
| 10 | TEACHERS RETIREMENT SYSTEM OF THE STAT | 816,200 | $18M | — | +0.0% | 6Q | SEC ↗ |
| 11 | Quantinno Capital Management LP | 527,966 | $12M | +186,623 | +54.7% | 15Q | SEC ↗ |
| 12 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 465,587 | $10M | +259,711 | +126.1% | 25Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 428,696 | $10M | +44,925 | +11.7% | 79Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 384,960 | $9M | +5,176 | +1.4% | 82Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 381,361 | $9M | +46,506 | +13.9% | 101Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 364,770 | $8M | -57,654 | -13.6% | 7Q | SEC ↗ |
| 17 | Moran Wealth Management, LLC | 362,438 | $8M | +14,665 | +4.2% | 11Q | SEC ↗ |
| 18 | Creative Planning | 297,333 | $7M | +113,515 | +61.8% | 15Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 262,795 | $6M | +45,936 | +21.2% | 69Q | SEC ↗ |
| 20 | FMR LLC | 245,682 | $6M | -49,707 | -16.8% | 36Q | SEC ↗ |
| 21 | ABC ARBITRAGE SA NEW | 239,751 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 222,165 | $5M | +105,671 | +90.7% | 74Q | SEC ↗ |
| 23 | UBS Group AG | 219,748 | $5M | +106,231 | +93.6% | 47Q | SEC ↗ |
| 24 | D. E. Shaw & Co., Inc. | 210,747 | $5M | -218,585 | -50.9% | 3Q | SEC ↗ |
| 25 | HRT FINANCIAL LP | 205,722 | $5M | +119,885 | +139.7% | 2Q | SEC ↗ |
| 26 | ASSETMARK, INC | 182,569 | $4M | +50,249 | +38.0% | 33Q | SEC ↗ |
| 27 | Trexquant Investment LP | 179,887 | $4M | +146,297 | +435.5% | 2Q | SEC ↗ |
| 28 | Cinctive Capital Management LP | 167,016 | $4M | +68,012 | +68.7% | 2Q | SEC ↗ |
| 29 | NIA IMPACT ADVISORS, LLC | 136,769 | $3M | -10,828 | -7.3% | 6Q | SEC ↗ |
| 30 | RITHOLTZ WEALTH MANAGEMENT | 128,403 | $3M | +43,745 | +51.7% | 12Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 101,878 | $2M | +20,166 | +24.7% | 5Q | SEC ↗ |
| 32 | Tidal Investments LLC | 99,790 | $2M | +48,885 | +96.0% | 14Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 95,180 | $2M | +14,516 | +18.0% | 2Q | SEC ↗ |
| 34 | QRG CAPITAL MANAGEMENT, INC. | 89,267 | $2M | +12,139 | +15.7% | 12Q | SEC ↗ |
| 35 | BNP PARIBAS FINANCIAL MARKETS | 89,122 | $2M | -246,668 | -73.5% | 13Q | SEC ↗ |
| 36 | AQR CAPITAL MANAGEMENT LLC | 84,703 | $2M | +45,967 | +118.7% | 7Q | SEC ↗ |
| 37 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 83,644 | $2M | -1,189 | -1.4% | 10Q | SEC ↗ |
| 38 | Sixth Street Partners Management Compa NEW | 83,644 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 39 | HANTZ FINANCIAL SERVICES, INC. | 82,644 | $2M | +228 | +0.3% | 6Q | SEC ↗ |
| 40 | NATIONAL BANK OF CANADA /FI | 82,048 | $2M | +18,053 | +28.2% | 18Q | SEC ↗ |
| 41 | SEARLE & CO. | 80,725 | $2M | — | +0.0% | 15Q | SEC ↗ |
| 42 | Point72 Asset Management, L.P. | 76,829 | $2M | -433,078 | -84.9% | 4Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 71,001 | $2M | -49,703 | -41.2% | 6Q | SEC ↗ |
| 44 | Pathstone Holdings, LLC | 69,638 | $2M | +2,553 | +3.8% | 11Q | SEC ↗ |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 66,897 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | XTX Topco Ltd NEW | 66,073 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 47 | BANK OF MONTREAL /CAN | 62,368 | $1M | +17,150 | +37.9% | 2Q | SEC ↗ |
| 48 | Advisors Asset Management, Inc. | 60,931 | $1M | -5,093 | -7.7% | 7Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 59,517 | $1M | -22,949 | -27.8% | 15Q | SEC ↗ |
| 50 | BAROMETER CAPITAL MANAGEMENT INC. | 58,200 | $1M | +12,000 | +26.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ABC ARBITRAGE SA | 239,751 | $5M |
| Sixth Street Partners Management Co | 83,644 | $2M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 66,897 | $2M |
| XTX Topco Ltd | 66,073 | $1M |
| Balyasny Asset Management L.P. | 56,827 | $1M |
| IEQ CAPITAL, LLC | 28,855 | $649K |
| Connor, Clark & Lunn Investment Man | 27,642 | $622K |
| Optiver Holding B.V. | 21,164 | $476K |
| Venturi Wealth Management, LLC | 15,357 | $346K |
| Baron Wealth Management LLC | 14,860 | $334K |
| Focus Partners Wealth | 13,298 | $299K |
| Transmarket Holdings LP | 12,979 | $292K |
| SYON CAPITAL LLC | 12,902 | $290K |
| NEUBERGER BERMAN GROUP LLC | 12,804 | $288K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 11,706 | $263K |
| TWO SIGMA SECURITIES, LLC | 10,479 | $236K |
| PKS Advisory Services, LLC | 9,885 | $222K |
| HUB Investment Partners, LLC | 9,147 | $206K |
| First Affirmative Financial Network | 8,881 | $200K |
| Arbor Investment Advisors, LLC | 8,874 | $200K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Integral Health Asset Management, L | 775,000 | $17M |
| HENNESSY ADVISORS INC | 337,800 | $8M |
| Broyhill Asset Management, LLC | 77,537 | $2M |
| FRANKLIN RESOURCES INC | 76,888 | $2M |
| DIVERSIFIED MANAGEMENT INC | 73,047 | $2M |
| FACTORY MUTUAL INSURANCE CO | 67,196 | $2M |
| Engineers Gate Manager LP | 63,593 | $1M |
| XY Capital Ltd | 53,610 | $1M |
| Balefire, LLC | 42,891 | $965K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,792 | $625K |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 25,050 | $564K |
| Qube Research & Technologies Ltd | 23,347 | $525K |
| SIMPLEX TRADING, LLC | 21,521 | $484K |
| Corient Private Wealth LLC | 19,091 | $430K |
| Corient IA LLC | 15,000 | $338K |
| Squarepoint Ops LLC | 14,961 | $337K |
| Aquatic Capital Management LLC | 14,456 | $325K |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,661 | $307K |
| Forum Financial Management, LP | 13,510 | $304K |
| EVERETT HARRIS & CO /CA | 12,839 | $289K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,862,938 | +75.0% | 4,347,748 |
| BRANDES INVESTMENT PARTNERS, LP | +305,241 | +18.9% | 1,916,090 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +259,711 | +126.1% | 465,587 |
| BlackRock, Inc. | +232,633 | +37.1% | 860,302 |
| Quantinno Capital Management LP | +186,623 | +54.7% | 527,966 |
| Trexquant Investment LP | +146,297 | +435.5% | 179,887 |
| HRT FINANCIAL LP | +119,885 | +139.7% | 205,722 |
| Creative Planning | +113,515 | +61.8% | 297,333 |
| UBS Group AG | +106,231 | +93.6% | 219,748 |
| JPMORGAN CHASE & CO | +105,671 | +90.7% | 222,165 |
| GOLDMAN SACHS GROUP INC | +80,666 | +9.9% | 898,668 |
| Cinctive Capital Management LP | +68,012 | +68.7% | 167,016 |
| ASSETMARK, INC | +50,249 | +38.0% | 182,569 |
| Tidal Investments LLC | +48,885 | +96.0% | 99,790 |
| WELLS FARGO & COMPANY/MN | +46,506 | +13.9% | 381,361 |
| AQR CAPITAL MANAGEMENT LLC | +45,967 | +118.7% | 84,703 |
| ROYAL BANK OF CANADA | +45,936 | +21.2% | 262,795 |
| ENVESTNET ASSET MANAGEMENT INC | +44,925 | +11.7% | 428,696 |
| RITHOLTZ WEALTH MANAGEMENT | +43,745 | +51.7% | 128,403 |
| MML INVESTORS SERVICES, LLC | +22,629 | +65.1% | 57,365 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIDUCIARY MANAGEMENT INC /WI | -1,524,277 | -34.2% | 2,937,829 |
| Point72 Asset Management, L.P. | -433,078 | -84.9% | 76,829 |
| BNP PARIBAS FINANCIAL MARKETS | -246,668 | -73.5% | 89,122 |
| D. E. Shaw & Co., Inc. | -218,585 | -50.9% | 210,747 |
| TWO SIGMA INVESTMENTS, LP | -156,701 | -73.1% | 57,673 |
| MILLENNIUM MANAGEMENT LLC | -69,496 | -4.2% | 1,571,805 |
| PZENA INVESTMENT MANAGEMENT LLC | -60,741 | -0.4% | 14,992,081 |
| RAYMOND JAMES FINANCIAL INC | -57,654 | -13.6% | 364,770 |
| Schonfeld Strategic Advisors LLC | -51,442 | -75.0% | 17,122 |
| FMR LLC | -49,707 | -16.8% | 245,682 |
| SEI INVESTMENTS CO | -49,703 | -41.2% | 71,001 |
| BANK OF AMERICA CORP /DE | -22,949 | -27.8% | 59,517 |
| Nuveen, LLC | -18,984 | -54.4% | 15,944 |
| CITADEL ADVISORS LLC | -18,530 | -32.8% | 38,048 |
| NIA IMPACT ADVISORS, LLC | -10,828 | -7.3% | 136,769 |
| Advisors Asset Management, Inc. | -5,093 | -7.7% | 60,931 |
| Mariner, LLC | -4,681 | -9.3% | 45,425 |
| EVERGREEN CAPITAL MANAGEMENT LLC | -4,436 | -19.4% | 18,485 |
| Vident Advisory, LLC | -4,391 | -9.7% | 40,709 |
| Ethic Inc. | -2,820 | -8.1% | 31,911 |