Fresenius Medical Care AG (FMS) — Institutional Holders, Q2 2026 (page 3)
239 institutional investment managers reported a FMS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $978.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 239. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FMS 13F holders ranked 201–239 of 239
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | RAFFA WEALTH MANAGEMENT#201 · 88 sh | 88 | $2.0K | <0.01% | 0.0% |
| 202 | HIGHLINE WEALTH PARTNERS#202 · 85 sh | 85 | $1.9K | — | 0.0% |
| 203 | Bell Investment Advisors#203 · 84 sh | 84 | $1.9K | <0.01% | New |
| 204 | PRIVATE NA#204 · 84 sh | 84 | $1.9K | — | 0.0% |
| 205 | CREATIVE FINANCIAL DESIGNS#205 · 82 sh | 82 | $1.9K | <0.01% | +32.3% |
| 206 | JFS WEALTH ADVISORS#206 · 79 sh | 79 | $1.8K | <0.01% | 0.0% |
| 207 | Physician Wealth Advisors#207 · 74 sh | 74 | $1.7K | — | 0.0% |
| 208 | First Command Advisory Services#208 · 71 sh | 71 | $1.6K | 0.00% | New |
| 209 | CVA Family Office#209 · 67 sh | 67 | $1.5K | <0.01% | 0.0% |
| 210 | TrueNorth#210 · 65 sh | 65 | $1.5K | <0.01% | +62.5% |
| 211 | Arlington#211 · 61 sh | 61 | $1.4K | — | 0.0% |
| 212 | JPL Wealth Management#212 · 53 sh | 53 | $1.2K | <0.01% | New |
| 213 | Kilter Group#213 · 50 sh | 50 | $1.1K | <0.01% | New |
| 214 | Cornerstone Financial Management#214 · 49 sh | 49 | $1.1K | <0.01% | +88.5% |
| 215 | Principia Wealth Advisory#215 · 43 sh | 43 | $972.00 | <0.01% | +13.2% |
| 216 | GROUP ONE TRADING, L.P.#216 · 35 sh | 35 | $791.00 | 0.00% | 0.0% |
| 217 | Retirement Wealth Solutions#217 · 33 sh | 33 | $747.00 | — | -57.7% |
| 218 | American Capital Advisory#218 · 26 sh | 26 | $588.00 | <0.01% | -64.9% |
| 219 | Stone House Investment Management#219 · 25 sh | 25 | $565.00 | — | 0.0% |
| 220 | GHP Investment Advisors#220 · 24 sh | 24 | $543.00 | — | 0.0% |
| 221 | SHP Wealth Management#221 · 24 sh | 24 | $543.00 | 0.00% | New |
| 222 | DEUTSCHE BANK AG\#222 · 22 sh | 22 | $497.00 | 0.00% | New |
| 223 | Investors Research#223 · 21 sh | 21 | $475.00 | — | 0.0% |
| 224 | Burk#224 · 20 sh | 20 | $452.00 | <0.01% | 0.0% |
| 225 | MV CAPITAL MANAGEMENT#225 · 19 sh | 19 | $430.00 | 0.00% | -9.5% |
| 226 | Plante Moran Financial Advisors#226 · 17 sh | 17 | $384.00 | 0.00% | New |
| 227 | LRI Investments#227 · 17 sh | 17 | $384.00 | 0.00% | New |
| 228 | MOTCO#228 · 16 sh | 16 | $362.00 | 0.00% | New |
| 229 | NISA INVESTMENT ADVISORS#229 · 15 sh | 15 | $339.00 | — | 0.0% |
| 230 | SJS Investment Consulting#230 · 10 sh | 10 | $227.00 | — | -90.6% |
| 231 | Highland Investment Advisors#231 · 9 sh | 9 | $203.00 | <0.01% | — |
| 232 | Bogart Wealth#232 · 8 sh | 8 | $181.00 | 0.00% | +700.0% |
| 233 | WHITTIER#233 · 6 sh | 6 | $142.00 | 0.00% | New |
| 234 | Abound Wealth Management#234 · 6 sh | 6 | $136.00 | — | 0.0% |
| 235 | Monetary Solutions, Ltd#235 · 4 sh | 4 | $90.00 | — | New |
| 236 | Triumph Capital Management#236 · 3 sh | 3 | $68.00 | — | 0.0% |
| 237 | Cassaday & Wealth Management#237 · 3 sh | 3 | $68.00 | 0.00% | 0.0% |
| 238 | Axiom Investment Management#238 · 2 sh | 2 | $45.00 | 0.00% | New |
| 239 | Elequin Securities#239 · 68 sh | 68 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.