Fiduciary Management Inc Portfolio Holdings

Fiduciary Management Inc

  • $9.78 Billion
  • Q1 2025

Fiduciary Management Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $9.78 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $502M, Aramark with a value of $450M, Schwab Charles Corp with a value of $363M, Genpact LTD with a value of $351M, and Berkshire Hathaway Inc Class B with a value of $350M.

Examining the 13F form we can see an decrease of $286M in the current position value, from $10.1B to 9.78B.

Fiduciary Management Inc is based out at Milwaukee, WI

Below you can find more details about Fiduciary Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $9.78 Billion
Industrials: $2.81 Billion
Financial Services: $1.75 Billion
Technology: $1.31 Billion
Healthcare: $1.22 Billion
Consumer Cyclical: $1.04 Billion
Consumer Defensive: $868 Million
Energy: $409 Million
Communication Services: $211 Million
Other: $147 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229B
$502 Million 5.14% of portfolio
109,030
Q1 2025 Reduced 2.97%
$11.2B
$450 Million 4.6% of portfolio
13,037,630
Q1 2025 Added 13.82%
$169B
$363 Million 3.71% of portfolio
4,631,869
Q1 2025 Reduced 3.11%
$8.24B
$351 Million 3.59% of portfolio
6,957,447
Q1 2025 Reduced 23.92%
$631B
$350 Million 3.57% of portfolio
656,270
Q1 2025 Reduced 4.22%
$30.2B
$250 Million 2.56% of portfolio
9,853,055
Q1 2025 Reduced 4.53%
$281B
$248 Million 2.53% of portfolio
472,710
Q1 2025 Added 13.19%
$51.4B
$243 Million 2.49% of portfolio
5,821,766
Q1 2025 Added 58.9%
$145B
$243 Million 2.48% of portfolio
857,938
Q1 2025 Reduced 3.06%
$64.1B
$233 Million 2.38% of portfolio
3,673,206
Q1 2025 Added 13.96%
$14.7B
$230 Million 2.35% of portfolio
1,292,477
Q1 2025 Reduced 3.35%
$14.9B
$221 Million 2.26% of portfolio
3,173,672
Q1 2025 Reduced 3.05%
$1.07T
$211 Million 2.16% of portfolio
1,362,721
Q1 2025 Reduced 3.37%
$155B
$206 Million 2.11% of portfolio
3,466,906
Q1 2025 Reduced 4.66%
$10.3B
$207 Million 2.11% of portfolio
2,651,730
Q1 2025 Reduced 3.89%
$14.5B
$191 Million 1.95% of portfolio
1,674,420
Q1 2025 Reduced 16.61%
$39.4B
$186 Million 1.9% of portfolio
2,480,597
Q1 2025 Reduced 3.59%
$71.4B
$185 Million 1.89% of portfolio
6,273,406
Q1 2025 Added 13.57%
$21.5B
$182 Million 1.87% of portfolio
535,890
Q1 2025 Reduced 0.93%
$43.6B
$178 Million 1.82% of portfolio
2,045,406
Q1 2025 Reduced 0.26%
$15.6B
$172 Million 1.75% of portfolio
1,251,402
Q1 2025 Reduced 3.94%
$9.62B
$169 Million 1.72% of portfolio
2,461,548
Q1 2025 Reduced 1.08%
$8.6B
$168 Million 1.71% of portfolio
2,499,756
Q1 2025 Added 13.15%
$6.73B
$166 Million 1.7% of portfolio
4,769,346
Q1 2025 Added 12.98%
$5.85B
$166 Million 1.7% of portfolio
116,122
Q1 2025 Reduced 4.57%
$8.51B
$161 Million 1.65% of portfolio
2,833,785
Q1 2025 Added 12.91%
$8.47B
$160 Million 1.63% of portfolio
1,536,384
Q1 2025 Reduced 0.81%
$6.15B
$156 Million 1.59% of portfolio
1,295,041
Q1 2025 Reduced 0.65%
$15.9B
$148 Million 1.52% of portfolio
5,950,011
Q1 2025 Reduced 5.69%
$8.31B
$148 Million 1.52% of portfolio
2,291,860
Q1 2025 Added 12.81%
$7.11B
$144 Million 1.47% of portfolio
916,152
Q1 2025 Reduced 0.66%
$4.94B
$142 Million 1.46% of portfolio
949,243
Q1 2025 Added 17.14%
$4.51B
$141 Million 1.44% of portfolio
2,576,782
Q1 2025 Added 14.45%
$9.94B
$140 Million 1.43% of portfolio
490,923
Q1 2025 Added 2.81%
$4.72B
$138 Million 1.41% of portfolio
71,795
Q1 2025 Added 46.18%
$10.5B
$137 Million 1.4% of portfolio
2,841,734
Q1 2025 Added 0.28%
$6.95B
$134 Million 1.37% of portfolio
7,266,385
Q1 2025 Added 0.57%
$13.1B
$130 Million 1.33% of portfolio
3,069,928
Q1 2025 Reduced 1.27%
$7.28B
$129 Million 1.32% of portfolio
2,647,875
Q1 2025 Added 21.81%
$40.9B
$126 Million 1.28% of portfolio
2,595,057
Q1 2025 Added 24.61%
$9.67B
$122 Million 1.25% of portfolio
754,941
Q1 2025 Reduced 37.57%
$3.68B
$120 Million 1.23% of portfolio
937,951
Q1 2025 Reduced 0.72%
$24B
$115 Million 1.18% of portfolio
718,787
Q1 2025 Reduced 1.76%
$8.52B
$114 Million 1.17% of portfolio
2,291,550
Q1 2025 Reduced 0.08%
$13B
$113 Million 1.16% of portfolio
868,686
Q1 2025 Reduced 2.54%
$10.3B
$114 Million 1.16% of portfolio
767,636
Q1 2025 Added 40.84%
$12.5B
$111 Million 1.14% of portfolio
2,120,222
Q1 2025 Added 38.15%
$13.1B
$106 Million 1.09% of portfolio
3,747,726
Q1 2025 Reduced 6.28%
$24.3B
$106 Million 1.08% of portfolio
1,407,810
Q1 2025 Reduced 2.56%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $9.78 Billion
  • Prior Value $10.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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