Fresenius SE





Shareholder Structure

At the beginning of 2010, a shareholder survey covering 97 % of our subscribed capital identified the ownership of 99 % of the ordinary shares and 94 % of the preference shares.

According to this survey, a total of 329 institutional investors held about 91.0 million shares (56 % of subscribed capital). This was split into 24.4 million ordinary shares (30 % of the ordinary shares) and 66.6 million preference shares (83 % of the preference shares). 2.8 million ordinary shares and 8.9 million preference shares were identified as retail holdings. The top ten investors hold approximately 9 % of the ordinary share capital and approximately 30 % of the preference share capital. Both classes of share are mostly held by investors in Germany, Great Britain, and the United States.

The analysis of our shareholder structure provides us with valuable information on the current structure and any changes that have occurred. The regional distribution of our institutional investors, for instance, serves as a good basis for the targeted planning and adjustment of our roadshow activities. The latest survey showed that our shareholder base is solid even in times of market turbulence. This confirms we are right in pursuing our path of intensifying the dialogue with institutional investors and our roadshow activities in Europe and the United States.


Holders of Preference Shares






Holders of Ordinary Shares





Largest shareholders of the ordinary share capital:

The Else Kröner-Fresenius-Foundation is Fresenius’ largest shareholder with about 58 % of the voting shares. According to Allianz Lebensversicherungs-AG the company holds between 5 and 10 % of the voting shares.


Full text of the publications in accordance with § 21 German Securities Trading Act (WpHG) :

2010
13.07.2010Notification from Fidelity Investment Trust (PDF, 34 KB)
14.06.2010Notification from Fidelity Management & Research Company and Fidelity Investment Trust (PDF, 35 KB)
10.06.2010Notification from FMR LLC (PDF, 35 KB)
01.06.2010Retroactive notifcation from FIL Holdings Limited regarding the year 2009 and correction of notification of voting rights published on September 11 and October 5, 2009, regarding FIL Limited (pdf-file, 19 KB)
27.05.2010Notification from Artio Global Investors Inc., Artio Global Holdings LLC and Artio Global Management LLC (pdf-file, 17 KB)
06.05.2010Notification from FMR LLC, Fidelity Management & Research Company and Fidelity Investment Trust (PDF, 11 KB)



2009
05.10.2009Notification from FIL Limited, FIL Investment Management Limited and FIL Investments International (PDF, 11 KB)
11.09.2009Notification from FIL Limited, FIL Investment Management Limited and FIL Investments International (PDF, 12 KB)
03.06.2009Notification from FMR LLC, Fidelity Management & Research Company and Fidelity Investment Trust (PDF, 11 KB)
06.05.2009Notification from FMR LLC, Fidelity Management & Research Company and Fidelity Investment Trust (PDF, 11 KB)


2008
16.12.2008Notification from Artio Global Management LLC, Artio Global Investors Inc., Artio Global Holdings LLC and Julius Bär Holding AG (PDF, 12 KB)
10.12.2008Notification from Artio Global Management LLC, Artio Global Investors Inc., Artio Global Holdings LLC and Julius Bär Holding AG (PDF, 12 KB)
08.12.2008Notification from Artio Global Management LLC, Artio Global Investors Inc., Artio Global Holdings LLC and Julius Bär Holding AG (PDF, 12 KB)
15.10.2008Notification from Fidelity Investment Funds (PDF, 13 KB)
04.07.2008Notification from Artio Global Holdings LLC (PDF, 13 KB)
30.05.2008Notification from FIL Limited, Fidelity Investment Management Limited and Fidelity Investments International (PDF, 13 KB)
23.05.2008Notification from FIL Limited, Fidelity Investment Management Limited and Fidelity Investments International (PDF, 13 KB)
25.04.2008Notification from Fidelity Investments International (PDF, 13 KB)
07.03.2008Notification from Investment Management Limited (PDF, 13 KB)
08.02.2008Notification from FIL Limited (PDF, 13 KB)
30.01.2008Notification from Fidelity Investment Trust (PDF, 13 KB)
18.01.2008Notification from Fidelity Management & Research Company (PDF, 13 KB)