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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.8B
$475 Million 5.11% of portfolio
12,370,241
Q3 2025 Reduced 2.28%
$191B
$433 Million 4.66% of portfolio
80,215
Q3 2025 Reduced 18.25%
$167B
$402 Million 4.32% of portfolio
4,207,011
Q3 2025 Reduced 4.07%
$14.1B
$244 Million 2.63% of portfolio
1,505,699
Q3 2025 Added 22.8%
$45.2B
$225 Million 2.42% of portfolio
3,773,058
Q3 2025 Added 7.84%
$54.5B
$223 Million 2.4% of portfolio
1,190,188
Q3 2025 Added 32.88%
$1.65T
$211 Million 2.27% of portfolio
868,089
Q3 2025 Reduced 17.01%
$73.4B
$208 Million 2.24% of portfolio
5,854,820
Q3 2025 Reduced 2.95%
$6.94B
$205 Million 2.2% of portfolio
1,692,696
Q3 2025 Reduced 0.5%
$7.49B
$203 Million 2.19% of portfolio
1,284,511
Q3 2025 Reduced 0.44%
$13.4B
$203 Million 2.19% of portfolio
2,889,862
Q3 2025 Reduced 4.18%
$10.5B
$203 Million 2.18% of portfolio
2,475,600
Q3 2025 Reduced 0.54%
$25.4B
$196 Million 2.1% of portfolio
7,179,234
Q3 2025 Reduced 3.81%
$3.81B
$196 Million 2.1% of portfolio
1,351,362
Q3 2025 Added 44.63%
$37.9B
$189 Million 2.04% of portfolio
2,298,091
Q3 2025 Reduced 2.75%
$662B
$187 Million 2.01% of portfolio
371,441
Q3 2025 Reduced 17.33%
$15.9B
$186 Million 2.0% of portfolio
565,068
Q3 2025 Added 8.18%
$6.04B
$184 Million 1.98% of portfolio
7,403,548
Q3 2025 Reduced 0.3%
$19.6B
$177 Million 1.91% of portfolio
1,112,998
Q3 2025 Added 63.6%
$9.51B
$178 Million 1.91% of portfolio
640,257
Q3 2025 Added 30.91%
$36B
$174 Million 1.88% of portfolio
6,057,058
Q3 2025 Reduced 27.25%
$5.57B
$171 Million 1.84% of portfolio
4,751,721
Q3 2025 Reduced 0.54%
$7.63B
$171 Million 1.84% of portfolio
3,029,289
Q3 2025 Added 14.27%
$7.09B
$170 Million 1.83% of portfolio
1,017,566
Q3 2025 Reduced 0.56%
$7.32B
$168 Million 1.81% of portfolio
2,975,007
Q3 2025 Reduced 0.54%
$52.4B
$164 Million 1.76% of portfolio
4,769,217
Q3 2025 Reduced 11.8%
$9.72B
$162 Million 1.74% of portfolio
2,440,339
Q3 2025 Reduced 0.47%
$4.96B
$158 Million 1.7% of portfolio
94,383
Q3 2025 Added 32.04%
$3.16B
$158 Million 1.69% of portfolio
1,389,510
Q3 2025 Added 27.5%
$15.6B
$157 Million 1.69% of portfolio
1,147,534
Q3 2025 Reduced 3.19%
$8.94B
$154 Million 1.65% of portfolio
747,832
Q3 2025 Reduced 0.46%
$8.24B
$152 Million 1.64% of portfolio
3,633,725
Q3 2025 Reduced 14.24%
$7.75B
$153 Million 1.64% of portfolio
1,142,890
Q3 2025 Added 49.56%
$77.2B
$150 Million 1.62% of portfolio
707,881
Q3 2025 Reduced 2.64%
$300B
$149 Million 1.6% of portfolio
431,229
Q3 2025 Reduced 3.76%
$8.31B
$147 Million 1.58% of portfolio
2,273,636
Q3 2025 Reduced 0.4%
$8.12B
$147 Million 1.58% of portfolio
2,721,824
Q3 2025 Added 17.74%
$5.44B
$146 Million 1.57% of portfolio
3,249,561
Q3 2025 Added 13.08%
$13.7B
$144 Million 1.55% of portfolio
5,457,388
Q3 2025 Reduced 3.52%
$14.2B
$140 Million 1.5% of portfolio
788,748
Q3 2025 Reduced 3.53%
$3.35B
$121 Million 1.31% of portfolio
8,026,486
Q3 2025 Reduced 0.35%
$23.5B
$122 Million 1.31% of portfolio
1,291,844
Q3 2025 Reduced 3.21%
$132B
$109 Million 1.17% of portfolio
439,923
Q3 2025 Reduced 45.71%
$6.13B
$109 Million 1.17% of portfolio
634,194
Q3 2025 Added 20.05%
$14.3B
$108 Million 1.16% of portfolio
1,794,482
Q3 2025 Reduced 29.48%
$41.3B
$105 Million 1.13% of portfolio
1,160,136
Q3 2025 Reduced 31.57%
$4.96B
$99.4 Million 1.07% of portfolio
171,225
Q3 2025 New
$13.2B
$98.2 Million 1.06% of portfolio
560,938
Q3 2025 Reduced 13.78%
$5.57B
$78.8 Million 0.85% of portfolio
886,620
Q3 2025 Reduced 0.47%

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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