PZENA INVESTMENT MANAGEMENT LLC

Position in FMS — Fresenius Medical Care AG

CIK 1027796 NEW YORK, NY

Position in FMS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$338,970,950

-$620,714 QoQ

Shares Held

14,992,081

-0.4% QoQ

Ownership

2.82%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

of 232 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Healthcare · as of Jun 30, 2026

PZENA INVESTMENT MANAGEMENT LLC holds $669,452,775 across 3 Medical Care Facilities names. FMS ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FMS	Fresenius Medical Care AG This page	14,992,081	$338,970,950
2	UHS	Universal Health Services Inc	1,969,327	$292,819,231
3	HCA	HCA Healthcare, Inc.	96,598	$37,662,594

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,970,950	14,992,081	-0.4%	Shares	Defined	2026-08-07
2026-03-31	$339,591,664	15,052,822	+2.0%	Shares	Defined	2026-04-24
2025-12-31	$351,412,552	14,752,836	-0.4%	Shares	Defined	2026-02-06
2025-09-30	$390,127,712	14,816,852	+1.0%	Shares	Defined	2025-11-07
2025-06-30	$418,921,394	14,662,982	-4.6%	Shares	Defined	2025-07-25
2025-03-31	$382,889,540	15,377,090	+0.6%	Shares	Defined	2025-05-02
2024-12-31	$346,007,685	15,283,025	-5.8%	Shares	Defined	2025-02-07
2024-09-30	$345,393,749	16,215,669	+0.2%	Shares	Defined	2024-11-08
2024-06-30	$308,956,778	16,184,221	-0.5%	Shares	Defined	2024-08-02
2024-03-31	$313,723,619	16,271,972	+0.0%	Shares	Defined	2024-05-03
2023-12-31	$338,851,857	16,267,492	-0.1%	Shares	Defined	2024-02-09
2023-09-30	$350,863,638	16,288,934	-2.3%	Shares	Defined	2023-11-09
2023-06-30	$398,974,863	16,672,581	-16.7%	Shares	Defined	2023-08-04
2023-03-31	$425,733,158	20,025,078	-17.7%	Shares	Defined	2023-05-12
2022-12-31	$397,588,017	24,332,192	+85.4%	Shares	Defined	2023-02-03
2022-09-30	$184,249,405	13,123,177	-0.4%	Shares	Defined	2022-11-14
2022-06-30	$328,610,362	13,176,037	+13.8%	Shares	Defined	2022-08-05
2022-03-31	$389,934,645	11,577,632	+22.4%	Shares	Defined	2022-05-06
2021-12-31	$307,053,617	9,459,446	+47.6%	Shares	Defined	2022-02-04
2021-09-30	$224,079,856	6,407,774	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.