FIDUCIARY MANAGEMENT INC /WI/
CIK 764532 · EDGAR ↗
- sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
- $8.1B
- every reported holding for this filer and quarter, including ones with no disclosed value
- 62
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 4
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 9
Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓
Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
by shares · How classified ↗Period
| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17823 · issuer key iss:153 | TRIM | +$6.2M | −888,841 | $423M | $429M | 11,476,736 | 10,587,895 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:10854 · issuer key iss:300 | ADD | +$3.9M | +20,814 | $391M | $395M | 73,097 | 93,911 |
| — | share class as filed: COM · position key pos:16131 · issuer key iss:1632 | TRIM | −$61.2M | −406,791 | $387M | $326M | 3,872,312 | 3,465,521 |
| — | share class as filed: COM · position key pos:17897 · issuer key iss:729 | TRIM | −$18.9M | −148,774 | $331M | $312M | 1,486,106 | 1,337,332 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:10368 · issuer key iss:203 | TRIM | −$38.5M | −148,285 | $255M | $216M | 1,400,814 | 1,252,529 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11584 · issuer key iss:403 | TRIM | −$9.0M | −404,620 | $210M | $201M | 3,972,009 | 3,567,389 |
| — | share class as filed: COM · position key pos:15545 · issuer key iss:247 | ADD | −$19.2M | +136,311 | $214M | $195M | 1,103,441 | 1,239,752 |
| — | share class as filed: COM · position key pos:17429 · issuer key iss:2052 | ADD | −$152K | +250,552 | $191M | $191M | 711,815 | 962,367 |
| — | share class as filed: COM · position key pos:14389 · issuer key iss:2246 | TRIM | −$828K | −5,267 | $188M | $187M | 90,333 | 85,066 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14563 · issuer key iss:351 | ADD | +$35.2M | +419,630 | $139M | $175M | 1,023,679 | 1,443,309 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:15411 · issuer key iss:1482 | ADD | +$15.4M | +80,741 | $158M | $173M | 611,281 | 692,022 |
| — | share class as filed: COM · position key pos:18178 · issuer key iss:747 | TRIM | +$17.8M | −52,229 | $154M | $171M | 964,280 | 912,051 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:10146 · issuer key iss:397 | TRIM | −$6.6M | −41,837 | $171M | $165M | 535,581 | 493,744 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:12118 · issuer key iss:1890 | TRIM | +$18.1M | −143,432 | $144M | $163M | 4,972,363 | 4,828,931 |
| — | share class as filed: COM · position key pos:15612 · issuer key iss:2009 | TRIM | −$8.8M | −106,650 | $169M | $161M | 2,894,607 | 2,787,957 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17471 · issuer key iss:152 | ADD | +$5.7M | +4,781 | $152M | $158M | 1,247,557 | 1,252,338 |
| — | share class as filed: COM · position key pos:10125 · issuer key iss:2115 | TRIM | +$1.1M | −300,416 | $149M | $150M | 6,954,532 | 6,654,116 |
| — | share class as filed: COM · position key pos:10278 · issuer key iss:171 | TRIM | −$26.4M | −555,939 | $177M | $150M | 1,604,380 | 1,048,441 |
| — | share class as filed: COM · position key pos:10520 · issuer key iss:2024 | ADD | −$11.6M | +17,236 | $162M | $150M | 1,015,783 | 1,033,019 |
| — | share class as filed: COM · position key pos:11205 · issuer key iss:255 | TRIM | −$27.9M | −41,352 | $174M | $146M | 346,000 | 304,648 |
Flags: no row carries a flag.
1–20 of the 71 changes on this page
Holdings without a security ID are counted, not compared. Method ↗
Reported positions — 2026-03-31
62 positionsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt |
|---|---|---|---|---|---|
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Aramark · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $429M | 10,587,895 | 5.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Booking Holdings Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $395M | 93,911 | 4.9% | |
| — | Charles Schwab Corp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $326M | 3,465,521 | 4.0% | |
| — | Ferguson Enterprises · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $312M | 1,337,332 | 3.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Avery Dennison Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $216M | 1,252,529 | 2.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Carrier Global · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $201M | 3,567,389 | 2.5% | |
| — | Becton Dickinson · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $195M | 1,239,752 | 2.4% | |
| — | Accenture PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $191M | 962,367 | 2.4% | |
| — | White Mountains Ins. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $187M | 85,066 | 2.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CDW Corp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $175M | 1,443,309 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Primerica Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $173M | 692,022 | 2.2% | |
| — | FirstCash Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $171M | 912,051 | 2.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Carlisle Cos. Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $165M | 493,744 | 2.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Valvoline Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $163M | 4,828,931 | 2.0% | |
| — | Zions Bancorporation · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $161M | 2,787,957 | 2.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AptarGroup Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $158M | 1,252,338 | 2.0% | |
| — | Gates Industrial · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $150M | 6,654,116 | 1.9% | |
| — | Arrow Electronics Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $150M | 1,048,441 | 1.9% | |
| — | Allegion PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $150M | 1,033,019 | 1.9% | |
| — | Berkshire Hath. Cl B · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $146M | 304,648 | 1.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FTI Consulting Inc · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $146M | 823,713 | 1.8% | |
| — | Henry Schein Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $144M | 1,954,083 | 1.8% | |
| — | OneMain Holdings · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $144M | 2,683,426 | 1.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Masco Corp · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $143M | 2,368,825 | 1.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Quest Diagnostics · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $141M | 720,986 | 1.8% | |
| — | Arch Capital Group · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $140M | 1,461,096 | 1.7% | |
| — | Koninklijke Philips NV · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $136M | 4,976,913 | 1.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Sysco Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $134M | 1,876,385 | 1.7% | |
| — | PNC Financial Services · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $132M | 636,078 | 1.6% | |
| — | Unilever PLC ADR · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $131M | 2,294,923 | 1.6% | |
| — | Cavco Industries · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $130M | 267,514 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Insight Enterprises · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $126M | 1,875,277 | 1.6% | |
| — | Sunbelt Rentals · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $125M | 1,921,250 | 1.6% | |
| — | Core & Main · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $123M | 2,482,510 | 1.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Donaldson Co. Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $121M | 1,426,427 | 1.5% | |
| — | Hayward Holdings · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $117M | 8,738,960 | 1.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Dollar Tree · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $117M | 1,067,313 | 1.5% | |
| — | Houlihan Lokey Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $115M | 803,572 | 1.4% | |
| — | Huron Consulting · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $115M | 903,400 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Progressive Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $115M | 579,706 | 1.4% | |
| — | Mueller Water Prod. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $114M | 4,156,199 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MSA Safety · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $111M | 678,986 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Capital One Financial · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $107M | 585,777 | 1.3% | |
| — | Fresenius Med. Care · COM CUSIP 358029106 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $101M | 4,462,106 | 1.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UnitedHealth Group · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $96.9M | 357,951 | 1.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Alphabet Inc - Cl A · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $94.2M | 327,682 | 1.2% | |
| — | Louisiana-Pacific Corp. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $92.1M | 1,265,398 | 1.1% | |
| — | Ryanair Holdings · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $83.3M | 1,441,982 | 1.0% | |
| — | Fortune Brands Innov. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $80.8M | 2,072,259 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Simpson Mfg. Co. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $74.5M | 434,209 | 0.9% | |
| — | Coca-Cola Europacific · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $72.7M | 802,103 | 0.9% | |
| — | BJ's Wholesale Club · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $67.9M | 689,400 | 0.8% | |
| — | Applied Ind. Tech. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $54.6M | 205,928 | 0.7% | |
| — | CTS Corp · COM CUSIP 126501105 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $49.8M | 1,042,452 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | Robert Half Inc. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $43.4M | 1,708,488 | 0.5% | |
| — | Sodexo · COM CUSIP 833792104 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $1.8M | 170,072 | 0.0% | |
| — | Informa PLC · COM CUSIP 45672B305 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $1.5M | 72,000 | 0.0% | |
| — | Weir Group PLC · COM CUSIP G95248137 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $1.3M | 34,009 | 0.0% | |
| — | iShares S&P 500 · COM CUSIP 066923566 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $337K | 443 | 0.0% | |
| — | IMCD N.V. · COM CUSIP 44970W103 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $209K | 4,002 | 0.0% | |
| — | Edenred · COM CUSIP 279655104 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $138K | 14,271 | 0.0% | |
| — | B&M European Value · COM CUSIP 05590Y100 quarter ended 2026-03-31 filed filed 2026-05-14 +44d ticker not yet mapped | $106K | 12,165 | 0.0% |
1–20 of 62 positions
1–62 of 62 positions · page 1 of 1
One line per issuer, largest first — open a line for its reported rows. Grouping ↗
Book shape
Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.- 61.2%below median 80.0%
- integer Herfindahl–Hirschman index in basis points over disclosed position values
- 226 bpsbelow median 446 bps
- holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
- 62 / 62median book 97.5 positions
71 quarter-over-quarter rows
Filing history
| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
Complete source filings on SEC EDGAR
The filing on EDGAR is the record, including any filed after this build.
Open FIDUCIARY MANAGEMENT INC /WI/'s 13F filings on SEC EDGAR ↗A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.
Affiliated managers may report the same position, so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice.