Fiduciary Management Inc Portfolio Holdings

Fiduciary Management Inc

  • $9.71 Billion
  • Q2 2025

Fiduciary Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.71 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $568M, Aramark with a value of $530M, Schwab Charles Corp with a value of $400M, Carrier Global Corp with a value of $256M, and Berkshire Hathaway Inc Class B with a value of $218M.

Examining the 13F form we can see an decrease of $66.5M in the current position value, from $9.78B to 9.71B.

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 $9.71 Billion
Industrials: $3.15 Billion
Financial Services: $1.87 Billion
Healthcare: $1.19 Billion
Technology: $1.07 Billion
Consumer Cyclical: $967 Million
Consumer Defensive: $754 Million
Energy: $364 Million
Communication Services: $184 Million
Other: $159 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$217B
$568 Million 5.85% of portfolio
98,127
Q2 2025 Reduced 10.0%
$10.2B
$530 Million 5.46% of portfolio
12,659,261
Q2 2025 Reduced 2.9%
$179B
$400 Million 4.12% of portfolio
4,385,494
Q2 2025 Reduced 5.32%
$55B
$256 Million 2.64% of portfolio
3,498,598
Q2 2025 Reduced 4.75%
$621B
$218 Million 2.25% of portfolio
449,290
Q2 2025 Reduced 31.54%
$33.7B
$217 Million 2.23% of portfolio
8,326,389
Q2 2025 Reduced 15.49%
$142B
$216 Million 2.23% of portfolio
810,300
Q2 2025 Reduced 5.55%
$7.92B
$217 Million 2.23% of portfolio
1,701,274
Q2 2025 Added 10.73%
$14.2B
$215 Million 2.22% of portfolio
1,226,100
Q2 2025 Reduced 5.14%
$155B
$201 Million 2.07% of portfolio
3,287,895
Q2 2025 Reduced 5.16%
$75.3B
$197 Million 2.03% of portfolio
6,032,486
Q2 2025 Reduced 3.84%
$19.9B
$195 Million 2.01% of portfolio
522,337
Q2 2025 Reduced 2.53%
$16.1B
$194 Million 2.0% of portfolio
3,016,002
Q2 2025 Reduced 4.97%
$8.95B
$193 Million 1.99% of portfolio
2,873,565
Q2 2025 Added 8.37%
$7.95B
$186 Million 1.92% of portfolio
4,236,893
Q2 2025 Reduced 39.1%
$1.21T
$184 Million 1.9% of portfolio
1,045,992
Q2 2025 Reduced 23.24%
$6.88B
$181 Million 1.86% of portfolio
4,777,375
Q2 2025 Added 0.17%
$9.19B
$179 Million 1.84% of portfolio
2,451,912
Q2 2025 Reduced 0.39%
$40.9B
$179 Million 1.84% of portfolio
2,363,079
Q2 2025 Reduced 4.74%
$23.9B
$179 Million 1.84% of portfolio
7,463,450
Q2 2025 Reduced 0.7%
$15.3B
$177 Million 1.82% of portfolio
2,415,178
Q2 2025 Added 13.91%
$6.49B
$174 Million 1.8% of portfolio
1,290,138
Q2 2025 Reduced 0.38%
$9.01B
$173 Million 1.78% of portfolio
2,488,921
Q2 2025 Reduced 0.43%
$7.06B
$170 Million 1.76% of portfolio
2,991,117
Q2 2025 Added 12.96%
$6.9B
$171 Million 1.76% of portfolio
7,426,182
Q2 2025 Added 2.2%
$15.6B
$162 Million 1.67% of portfolio
1,185,318
Q2 2025 Reduced 5.28%
$14.2B
$162 Million 1.66% of portfolio
5,656,372
Q2 2025 Reduced 4.94%
$8.13B
$159 Million 1.64% of portfolio
1,023,274
Q2 2025 Added 11.69%
$42.6B
$157 Million 1.62% of portfolio
1,695,346
Q2 2025 Reduced 17.11%
$83.2B
$155 Million 1.59% of portfolio
727,077
Q2 2025 New
$55.6B
$154 Million 1.59% of portfolio
895,674
Q2 2025 New
$4.51B
$150 Million 1.55% of portfolio
1,089,847
Q2 2025 Added 14.81%
$8.31B
$148 Million 1.52% of portfolio
2,282,728
Q2 2025 Reduced 0.4%
$14.9B
$147 Million 1.51% of portfolio
2,544,813
Q2 2025 Reduced 17.11%
$11.3B
$140 Million 1.44% of portfolio
2,311,692
Q2 2025 Reduced 18.65%
$245B
$140 Million 1.44% of portfolio
448,099
Q2 2025 Reduced 5.21%
$7.95B
$138 Million 1.42% of portfolio
2,651,014
Q2 2025 Added 15.69%
$9.58B
$135 Million 1.39% of portfolio
751,325
Q2 2025 Reduced 0.48%
$9.88B
$134 Million 1.38% of portfolio
489,084
Q2 2025 Reduced 0.37%
$25.5B
$132 Million 1.36% of portfolio
1,334,687
Q2 2025 Reduced 5.19%
$4.7B
$128 Million 1.32% of portfolio
71,478
Q2 2025 Reduced 0.44%
$3.68B
$126 Million 1.3% of portfolio
934,340
Q2 2025 Reduced 0.38%
$8.48B
$125 Million 1.28% of portfolio
1,974,773
Q2 2025 Reduced 30.31%
$22.2B
$121 Million 1.25% of portfolio
680,320
Q2 2025 Reduced 5.35%
$9.12B
$120 Million 1.23% of portfolio
764,156
Q2 2025 Reduced 0.45%
$14.6B
$118 Million 1.21% of portfolio
817,646
Q2 2025 Reduced 5.88%
$3.39B
$111 Million 1.14% of portfolio
8,054,367
Q2 2025 Added 20.04%
$13.8B
$94.6 Million 0.97% of portfolio
650,560
Q2 2025 Added 50.1%
$6.74B
$88.5 Million 0.91% of portfolio
528,255
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $9.71 Billion
  • Prior Value $9.78 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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