Richard Pzena
FMS icon

Richard Pzena’s Fresenius Medical Care FMS Stock Holding History

Richard Pzena’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$372M Buy
16,617,575
+1,625,494
+11% +$38.2M 1.09% 28
2026
Q2 		$339M Sell
14,992,081
-60,741
-0.4% -$1.36M 1% 28
2026
Q1 		$340M Buy
15,052,822
+299,986
+2% +$6.89M 1.1% 28
2025
Q4 		$351M Sell
14,752,836
-64,016
-0.4% -$1.59M 1.05% 27
2025
Q3 		$390M Buy
14,816,852
+153,870
+1% +$3.96M 1.26% 25
2025
Q2 		$419M Sell
14,662,982
-714,108
-5% -$19.2M 1.36% 25
2025
Q1 		$383M Buy
15,377,090
+94,065
+0.6% +$2.24M 1.34% 25
2024
Q4 		$346M Sell
15,283,025
-932,644
-6% -$20.2M 1.18% 31
2024
Q3 		$345M Buy
16,215,669
+31,448
+0.2% +$619K 1.11% 31
2024
Q2 		$309M Sell
16,184,221
-87,751
-0.5% -$1.79M 1.09% 30
2024
Q1 		$314M Buy
16,271,972
+4,480
+0% +$88.8K 1.08% 27
2023
Q4 		$339M Sell
16,267,492
-21,442
-0.1% -$412K 1.27% 24
2023
Q3 		$351M Sell
16,288,934
-383,647
-2% -$9.31M 1.51% 21
2023
Q2 		$399M Sell
16,672,581
-3,352,497
-17% -$76.9M 1.7% 20
2023
Q1 		$426M Sell
20,025,078
-4,307,114
-18% -$82.5M 1.84% 17
2022
Q4 		$398M Buy
24,332,192
+11,209,015
+85% +$166M 1.76% 18
2022
Q3 		$184M Sell
13,123,177
-52,860
-0.4% -$999K 0.91% 33
2022
Q2 		$329M Buy
13,176,037
+1,598,405
+14% +$47.8M 1.47% 23
2022
Q1 		$390M Buy
11,577,632
+2,118,186
+22% +$69.7M 1.47% 23
2021
Q4 		$307M Buy
9,459,446
+3,051,672
+48% +$100M 1.16% 28
2021
Q3 		$224M Buy
+6,407,774
New +$250M 0.89% 34

Other funds holding FMS

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NIA Impact Advisors
NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Richard Pzena's FMS Position: Q3 2026 in Review

Richard Pzena increased its Fresenius Medical Care (FMS) stake by 11% in Q3 2026, buying an estimated $38.2M and bringing the position to 16,617,575 shares worth $372M. The position accounts for 1.09% of the portfolio, ranked #28.

Richard Pzena first reported a position in FMS in Q3 2021 and has held it in 21 quarters since. The position peaked at $426M in Q1 2023. 136 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Richard Pzena held 16,617,575 shares of Fresenius Medical Care worth $372M as of Q3 2026.
  • Richard Pzena bought 1,625,494 Fresenius Medical Care shares in Q3 2026, an estimated $38.2M.
  • Fresenius Medical Care made up 1.09% of Richard Pzena's portfolio in Q3 2026, its #28 holding.
  • Richard Pzena first reported a position in Fresenius Medical Care in Q3 2021 and has held it in 21 quarters since.
  • Richard Pzena's Fresenius Medical Care position peaked at $426M in Q1 2023.
  • 136 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Pzena Investment Management's 13F filing for Q3 2026, filed 30 Oct 2026.