Fiduciary Management Inc Portfolio Holdings

Fiduciary Management Inc

  • $9.3 Billion
  • Q3 2025

Fiduciary Management Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $9.3 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aramark with a value of $475M, Booking Holdings Inc. with a value of $433M, Schwab Charles Corp with a value of $402M, Avery Dennison Corp with a value of $244M, and Carrier Global Corp with a value of $225M.

Examining the 13F form we can see an decrease of $412M in the current position value, from $9.71B to 9.3B.

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 $9.3 Billion
Industrials: $2.96 Billion
Financial Services: $1.88 Billion
Healthcare: $1.28 Billion
Technology: $1.11 Billion
Consumer Cyclical: $678 Million
Consumer Defensive: $675 Million
Energy: $335 Million
Communication Services: $211 Million
Other: $173 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.44 Million 0.02% of portfolio
7,908
Q3 2025 New
$0
$626,000 0.01% of portfolio
2,590
Q3 2025 New
$0
$512,000 0.01% of portfolio
766
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $9.3 Billion
  • Prior Value $9.71 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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