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Fiduciary Management Inc /Wi/ Top Holdings and 13F Report (2026)

About Fiduciary Management Inc /Wi/

Investment Activity

  • Fiduciary Management Inc /Wi/ has $8.06 billion in total holdings as of March 31, 2026.
  • Fiduciary Management Inc /Wi/ owns shares of 62 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 10.92% of the portfolio was purchased this quarter.
  • About 19.29% of the portfolio was sold this quarter.
  • This quarter, Fiduciary Management Inc /Wi/ has purchased 67 new stocks and bought additional shares in 19 stocks.
  • Fiduciary Management Inc /Wi/ sold shares of 39 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Aramark
$429,233,263
Booking
$395,395,362
Charles Schwab
$325,689,664
Ferguson Enterprises
$311,946,062
Avery Dennison
$216,286,708

Largest New Holdings this Quarter

302941109 - FTI Consulting
$145,607,747 Holding
693475105 - The PNC Financial Services Group
$132,361,471 Holding
866966104 - Sunbelt Rentals
$125,054,162 Holding
44970W103 - IMCD
$209,064 Holding

Largest Purchases this Quarter

FTI Consulting
823,713 shares (about $145.61M)
The PNC Financial Services Group
636,078 shares (about $132.36M)
Sunbelt Rentals
1,921,250 shares (about $125.05M)
Booking
20,814 shares (about $87.63M)
CDW
419,630 shares (about $50.78M)

Largest Sales this Quarter

Alphabet
474,997 shares (about $136.59M)
Arrow Electronics
555,939 shares (about $79.73M)
Donaldson
893,854 shares (about $75.86M)
Quest Diagnostics
325,935 shares (about $63.88M)
Koninklijke Philips
1,566,209 shares (about $42.91M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFiduciary Management Inc /Wi/

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Aramark stock logo
ARMK
Aramark
$429,233,263$36,033,614 â–¼-7.7%10,587,8955.3%Business Services
Booking Holdings Inc. stock logo
BKNG
Booking
$395,395,362$87,633,601 â–²28.5%93,9114.9%Retail/Wholesale
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$325,689,664$38,230,218 â–¼-10.5%3,465,5214.0%Finance
Ferguson Enterprises
$311,946,062$34,703,023 â–¼-10.0%1,337,3323.9%COM
Avery Dennison Corporation stock logo
AVY
Avery Dennison
$216,286,708$25,605,854 â–¼-10.6%1,252,5292.7%Industrials
Carrier Global Corporation stock logo
CARR
Carrier Global
$200,879,675$22,784,152 â–¼-10.2%3,567,3892.5%Construction
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$194,926,207$21,432,179 â–²12.4%1,239,7522.4%Medical
Accenture PLC stock logo
ACN
Accenture
$190,827,752$49,681,956 â–²35.2%962,3672.4%Computer and Technology
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$186,886,599$11,571,388 â–¼-5.8%85,0662.3%Finance
CDW Corporation stock logo
CDW
CDW
$174,669,255$50,783,623 â–²41.0%1,443,3092.2%Computer and Technology
Primerica, Inc. stock logo
PRI
Primerica
$173,337,671$20,224,006 â–²13.2%692,0222.2%Finance
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$171,465,588$9,819,052 â–¼-5.4%912,0512.1%Business Services
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$164,722,873$13,957,660 â–¼-7.8%493,7442.0%Multi-Sector Conglomerates
Valvoline stock logo
VVV
Valvoline
$162,638,396$4,830,790 â–¼-2.9%4,828,9312.0%Retail/Wholesale
Zions Bancorporation, N.A. stock logo
ZION
Zions Bancorporation, N.A.
$160,642,082$6,145,173 â–¼-3.7%2,787,9572.0%Finance
AptarGroup, Inc. stock logo
ATR
AptarGroup
$157,819,635$602,502 â–²0.4%1,252,3382.0%Industrials
Gates Industrial Corporation PLC stock logo
GTES
Gates Industrial
$150,449,563$6,792,406 â–¼-4.3%6,654,1161.9%Industrials
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$150,356,924$79,727,212 â–¼-34.7%1,048,4411.9%Computer and Technology
Allegion PLC stock logo
ALLE
Allegion
$150,087,331$2,504,218 â–²1.7%1,033,0191.9%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$145,987,322$19,815,878 â–¼-12.0%304,6481.8%Finance
FTI Consulting, Inc. stock logo
FCN
FTI Consulting
$145,607,747$145,607,747 â–²New Holding823,7131.8%Business Services
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$144,015,917$25,022,182 â–¼-14.8%1,954,0831.8%Medical
OneMain Holdings, Inc. stock logo
OMF
OneMain
$143,536,457$6,932,411 â–¼-4.6%2,683,4261.8%Finance
Masco Corporation stock logo
MAS
Masco
$143,005,965$16,166,663 â–¼-10.2%2,368,8251.8%Construction
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$141,298,836$63,876,741 â–¼-31.1%720,9861.8%Medical
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$140,250,605$33,490,239 â–²31.4%1,461,0961.7%Finance
Koninklijke Philips N.V. stock logo
PHG
Koninklijke Philips
$136,367,406$42,914,123 â–¼-23.9%4,976,9131.7%Medical
Sysco Corporation stock logo
SYY
Sysco
$133,842,542$16,511,397 â–¼-11.0%1,876,3851.7%Consumer Staples
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$132,361,471$132,361,471 â–²New Holding636,0781.6%Finance
Unilever PLC ADR
$130,741,763$15,598,101 â–¼-10.7%2,294,9231.6%COM
Cavco Industries, Inc. stock logo
CVCO
Cavco Industries
$129,554,355$34,772,506 â–²36.7%267,5141.6%Construction
Insight Enterprises, Inc. stock logo
NSIT
Insight Enterprises
$125,662,312$37,037,700 â–²41.8%1,875,2771.6%Retail/Wholesale
Sunbelt Rentals
$125,054,162$125,054,162 â–²New Holding1,921,2501.6%COM
Core & Main, Inc. stock logo
CNM
Core & Main
$122,635,994$6,443,440 â–¼-5.0%2,482,5101.5%Industrials
Donaldson Company, Inc. stock logo
DCI
Donaldson
$121,060,859$75,861,389 â–¼-38.5%1,426,4271.5%Industrials
Hayward Holdings, Inc. stock logo
HAYW
Hayward
$116,927,285$4,695,122 â–¼-3.9%8,738,9601.5%Computer and Technology
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$116,881,447$12,751,235 â–¼-9.8%1,067,3131.5%Retail/Wholesale
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$115,409,011$15,263,790 â–²15.2%803,5721.4%Finance
Huron Consulting Group Inc. stock logo
HURN
Huron Consulting Group
$115,174,466$48,328,272 â–²72.3%903,4001.4%Business Services
The Progressive Corporation stock logo
PGR
Progressive
$114,920,917$34,022,940 â–²42.1%579,7061.4%Finance
Mueller Water Products stock logo
MWA
Mueller Water Products
$114,253,911$27,237,285 â–²31.3%4,156,1991.4%Industrials
MSA Safety Incorporporated stock logo
MSA
MSA Safety Incorporporated
$111,319,755$5,977,125 â–¼-5.1%678,9861.4%Industrials
Capital One Financial Corporation stock logo
COF
Capital One Financial
$106,863,298$12,944,868 â–¼-10.8%585,7771.3%Finance
Fresenius Medical Care AG & Co. KGaA stock logo
FMS
Fresenius Medical Care AG & Co. KGaA
$100,665,111$11,276,909 â–¼-10.1%4,462,1061.2%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$96,857,961$9,526,392 â–¼-9.0%357,9511.2%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$94,228,236$136,590,137 â–¼-59.2%327,6821.2%Computer and Technology
Louisiana-Pacific Corporation stock logo
LPX
Louisiana-Pacific
$92,057,704$12,168,529 â–²15.2%1,265,3981.1%Construction
Ryanair Holdings PLC stock logo
RYAAY
Ryanair
$83,346,560$5,372,452 â–¼-6.1%1,441,9821.0%Transportation
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$80,755,933$2,153,054 â–¼-2.6%2,072,2591.0%Retail/Wholesale
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$74,518,949$3,601,617 â–¼-4.6%434,2090.9%Construction
Coca-Cola Europacific
$72,726,679$18,891,729 â–¼-20.6%802,1030.9%COM
BJ's Wholesale Club Holdings, Inc. stock logo
BJ
BJ's Wholesale Club
$67,850,748$3,420,390 â–¼-4.8%689,4000.8%Consumer Staples
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$54,636,817$2,711,836 â–¼-4.7%205,9280.7%Industrials
CTS Corporation stock logo
CTS
CTS
$49,787,508$2,010,362 â–¼-3.9%1,042,4520.6%Computer and Technology
Robert Half Inc. stock logo
RHI
Robert Half
$43,395,595$1,438,173 â–¼-3.2%1,708,4880.5%Business Services
Sodexo S.A. Sponsored ADR stock logo
SDXAY
Sodexo
$1,756,844$320,499 â–²22.3%170,0720.0%Business Services
Informa plc stock logo
IFJPY
Informa
$1,468,483$1,222,084 â–²496.0%72,0000.0%Communication Services
Weir Group PLC
$1,254,932$989,068 â–¼-44.1%34,0090.0%COM
iShares S&P 500
$336,554$760 â–²0.2%4430.0%COM
IMCD stock logo
IMCDY
IMCD
$209,064$209,064 â–²New Holding4,0020.0%Real Estate
Edenred stock logo
EDNMY
Edenred
$138,429$24,095 â–²21.1%14,2710.0%Business Services
B&M European Value Retail SA Unsponsored ADR stock logo
BMRRY
B&M European Value Retail
$106,444$3,334 â–¼-3.0%12,1650.0%Consumer Discretionary
Plexus Corp. stock logo
PLXS
Plexus
$0$189,695,562 â–¼-100.0%00.0%Computer and Technology
SLB Limited stock logo
SLB
SLB
$0$162,256,670 â–¼-100.0%00.0%Energy
CSX Corporation stock logo
CSX
CSX
$0$145,598,234 â–¼-100.0%00.0%Transportation
Sony Corporation stock logo
SONY
Sony
$0$143,294,782 â–¼-100.0%00.0%Consumer Discretionary
Icon Plc stock logo
ICLR
Icon
$0$87,647,091 â–¼-100.0%00.0%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$7,316,558 â–¼-100.0%00.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$2,223,315 â–¼-100.0%00.0%ETF
Ashtead Group PLC
$0$1,853,954 â–¼-100.0%00.0%COM
Rexel S.A. stock logo
RXEEY
Rexel
$0$264,090 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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