Filing Research | FRESENIUS MEDICAL CARE AG Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	239.8KSH	$5.4M
2	QRG CAPITAL MANAGEMENT, INC.	Shares	89.3KSH	$2.0M
3	Crossmark Global Holdings, Inc.	Shares	57.9KSH	$1.3M
4	Uncommon Cents Investing LLC	Shares	40.5KSH	$916.7K
5	Sequoia Financial Advisors, LLC	Shares	39.5KSH	$893.7K
6	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	36.7KSH	$829.8K
7	LANARK FINANCIAL, INC.	Shares	24.0KSH	$542.8K
8	GAMMA Investing LLC	Shares	21.7KSH	$490.5K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	18.5KSH	$417.9K
10	Aaron Wealth Advisors LLC	Shares	18.1KSH	$409.2K
11	Versant Capital Management, Inc	Shares	15.5KSH	$350.6K
12	Venturi Wealth Management, LLC	Shares	15.4KSH	$347.2K
13	PING CAPITAL MANAGEMENT, INC.	Shares	15.0KSH	$339.1K
14	Baron Wealth Management LLC	Shares	14.9KSH	$336.0K
15	Transmarket Holdings LP	Shares	13.0KSH	$293.5K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.7KSH	$281.2K
17	LVW Advisors, LLC	Shares	10.6KSH	$240.3K
18	SIGNATUREFD, LLC	Shares	9.9KSH	$224.9K
19	FRANKLIN STREET ADVISORS INC /NC	Shares	8.9KSH	$201.1K
20	Arbor Investment Advisors, LLC	Shares	8.9KSH	$200.6K
21	CACTI ASSET MANAGEMENT LLC	Shares	6.0KSH	$135.7K
22	Blue Trust, Inc.	Shares	3.9KSH	$87.8K
23	EverSource Wealth Advisors, LLC	Shares	2.4KSH	$54.6K
24	Cromwell Holdings LLC	Shares	2.3KSH	$51.4K
25	Cape Investment Advisory, Inc.	Shares	1.7KSH	$38.9K
26	Hartford Financial Management Inc.	Shares	1.5KSH	$34.1K
27	Farther Finance Advisors, LLC	Shares	1.4KSH	$31.1K
28	Davis Capital Management	Shares	1.3KSH	$29.2K
29	EASTERN BANK	Shares	591SH	$13.4K
30	Owl Creek Wealth Partners LLC	Shares	540SH	$12.2K
31	MB, LEVIS & ASSOCIATES, LLC	Shares	478SH	$10.8K
32	IFP Advisors, Inc	Shares	464SH	$10.5K
33	FINANCIAL CONSULATE, INC	Shares	460SH	$10.4K
34	True Wealth Design, LLC	Shares	338SH	$7.6K
35	JNBA Financial Advisors	Shares	301SH	$6.8K
36	SBI Securities Co., Ltd.	Shares	269SH	$6.1K
37	ELEVATION WEALTH PARTNERS, LLC	Shares	259SH	$5.9K
38	LifeSteps Financial, Inc.	Shares	200SH	$4.5K
39	Quest 10 Wealth Builders, Inc.	Shares	200SH	$4.5K
40	HIGHLINE WEALTH PARTNERS LLC	Shares	85SH	$1.9K
41	JFS WEALTH ADVISORS, LLC	Shares	79SH	$1.8K
42	Physician Wealth Advisors, Inc.	Shares	74SH	$1.7K
43	Arlington Trust Co LLC	Shares	61SH	$1.4K
44	Retirement Wealth Solutions LLC	Shares	33SH	$747
45	GHP Investment Advisors, Inc.	Shares	24SH	$543
46	Investors Research Corp	Shares	21SH	$475
47	LRI Investments, LLC	Shares	17SH	$384
48	SJS Investment Consulting Inc.	Shares	10SH	$227
49	Bogart Wealth, LLC	Shares	8SH	$181
50	Abound Wealth Management	Shares	6SH	$136

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 56 loaded

#		Instrument
1	ABC ARBITRAGE SA new	Shares	+239.8K	+$5.4M	$5.4M
2	Sequoia Financial Advisors, LLC added	Shares	+19.3K	+$436.3K	$893.7K
3	Venturi Wealth Management, LLC new	Shares	+15.4K	+$347.2K	$347.2K
4	Baron Wealth Management LLC new	Shares	+14.9K	+$336.0K	$336.0K
5	GAMMA Investing LLC added	Shares	+13.7K	+$309.9K	$490.5K
6	Transmarket Holdings LP new	Shares	+13.0K	+$293.5K	$293.5K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.7K	+$281.2K	$281.2K
8	QRG CAPITAL MANAGEMENT, INC. added	Shares	+12.1K	+$278.3K	$2.0M
9	Arbor Investment Advisors, LLC new	Shares	+8.9K	+$200.6K	$200.6K
10	Versant Capital Management, Inc added	Shares	+5.8K	+$132.3K	$350.6K
11	LANARK FINANCIAL, INC. added	Shares	+2.9K	+$66.9K	$542.8K
12	SIGNATUREFD, LLC added	Shares	+2.3K	+$52.4K	$224.9K
13	Cape Investment Advisory, Inc. new	Shares	+1.7K	+$38.9K	$38.9K
14	Aaron Wealth Advisors LLC added	Shares	+1.7K	+$38.9K	$409.2K
15	Crossmark Global Holdings, Inc. added	Shares	+1.3K	+$31.5K	$1.3M
16	Davis Capital Management new	Shares	+1.3K	+$29.2K	$29.2K
17	Owl Creek Wealth Partners LLC added	Shares	+445	+$10.1K	$12.2K
18	EASTERN BANK added	Shares	+382	+$8.7K	$13.4K
19	Blue Trust, Inc. added	Shares	+330	+$7.6K	$87.8K
20	ELEVATION WEALTH PARTNERS, LLC new	Shares	+259	+$5.9K	$5.9K
21	LifeSteps Financial, Inc. new	Shares	+200	+$4.5K	$4.5K
22	Quest 10 Wealth Builders, Inc. new	Shares	+200	+$4.5K	$4.5K
23	Uncommon Cents Investing LLC added	Shares	+50	+$3.2K	$916.7K
24	True Wealth Design, LLC added	Shares	+139	+$3.2K	$7.6K
25	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+50	+$3.0K	$829.8K
26	FINANCIAL CONSULATE, INC added	Shares	+128	+$2.9K	$10.4K
27	PING CAPITAL MANAGEMENT, INC. unchanged	Shares	0	+$750	$339.1K
28	FRANKLIN STREET ADVISORS INC /NC unchanged	Shares	0	+$445	$201.1K
29	LRI Investments, LLC new	Shares	+17	+$384	$384
30	CACTI ASSET MANAGEMENT LLC unchanged	Shares	0	+$300	$135.7K
31	Bogart Wealth, LLC added	Shares	+7	+$158	$181
32	Cromwell Holdings LLC unchanged	Shares	0	+$114	$51.4K
33	Monetary Solutions, Ltd new	Shares	+4	+$90	$90
34	SBI Securities Co., Ltd. added	Shares	+1	+$36	$6.1K
35	MB, LEVIS & ASSOCIATES, LLC unchanged	Shares	0	+$24	$10.8K
36	IFP Advisors, Inc unchanged	Shares	0	+$23	$10.5K
37	JNBA Financial Advisors unchanged	Shares	0	+$15	$6.8K
38	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$4	$1.9K
39	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$4	$1.8K
40	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$4	$1.7K
41	Arlington Trust Co LLC unchanged	Shares	0	+$3	$1.4K
42	GHP Investment Advisors, Inc. unchanged	Shares	0	+$1	$543
43	Investors Research Corp unchanged	Shares	0	+$1	$475
44	Abound Wealth Management unchanged	Shares	0	$0	$136
45	Triumph Capital Management unchanged	Shares	0	$0	$68
46	Sound Income Strategies, LLC exited	Shares	-1	-$22	$0
47	SALEM INVESTMENT COUNSELORS INC exited	Shares	-16	-$361	$0
48	Retirement Wealth Solutions LLC trimmed	Shares	-45	-$1.0K	$747
49	SJS Investment Consulting Inc. trimmed	Shares	-96	-$2.2K	$227
50	Hartford Financial Management Inc. trimmed	Shares	-477	-$10.7K	$34.1K

Scroll to load more