FIDUCIARY MANAGEMENT INC /WI/

$8.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 764532 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$8.1B
ALL retained default holdings for this (filer, period), including NULL-value ones
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
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe 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 classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:17823 · issuer key iss:153 COMTRIM+$6.2M−888,841$423M$429M11,476,73610,587,895
position key pos:10854 · issuer key iss:300 COMADD+$3.9M+20,814$391M$395M73,09793,911
position key pos:16131 · issuer key iss:1632 COMTRIM−$61.2M−406,791$387M$326M3,872,3123,465,521
position key pos:17897 · issuer key iss:729 COMTRIM−$18.9M−148,774$331M$312M1,486,1061,337,332
position key pos:10368 · issuer key iss:203 COMTRIM−$38.5M−148,285$255M$216M1,400,8141,252,529
position key pos:11584 · issuer key iss:403 COMTRIM−$9.0M−404,620$210M$201M3,972,0093,567,389
position key pos:15545 · issuer key iss:247 COMADD−$19.2M+136,311$214M$195M1,103,4411,239,752
position key pos:17429 · issuer key iss:2052 COMADD−$152K+250,552$191M$191M711,815962,367
position key pos:14389 · issuer key iss:2246 COMTRIM−$828K−5,267$188M$187M90,33385,066
position key pos:14563 · issuer key iss:351 COMADD+$35.2M+419,630$139M$175M1,023,6791,443,309
position key pos:15411 · issuer key iss:1482 COMADD+$15.4M+80,741$158M$173M611,281692,022
position key pos:18178 · issuer key iss:747 COMTRIM+$17.8M−52,229$154M$171M964,280912,051
position key pos:10146 · issuer key iss:397 COMTRIM−$6.6M−41,837$171M$165M535,581493,744
position key pos:12118 · issuer key iss:1890 COMTRIM+$18.1M−143,432$144M$163M4,972,3634,828,931
position key pos:15612 · issuer key iss:2009 COMTRIM−$8.8M−106,650$169M$161M2,894,6072,787,957
position key pos:17471 · issuer key iss:152 COMADD+$5.7M+4,781$152M$158M1,247,5571,252,338
position key pos:10125 · issuer key iss:2115 COMTRIM+$1.1M−300,416$149M$150M6,954,5326,654,116
position key pos:10278 · issuer key iss:171 COMTRIM−$26.4M−555,939$177M$150M1,604,3801,048,441
position key pos:10520 · issuer key iss:2024 COMADD−$11.6M+17,236$162M$150M1,015,7831,033,019
position key pos:11205 · issuer key iss:255 COMTRIM−$27.9M−41,352$174M$146M346,000304,648
position key pos:17443 · issuer key iss:719 COMNEW+$146M+823,713$0$146M—823,713
position key pos:14310 · issuer key iss:1626 COMTRIM−$29.3M−339,514$173M$144M2,293,5971,954,083
position key pos:15767 · issuer key iss:1365 COMTRIM−$46.5M−129,602$190M$144M2,813,0282,683,426
position key pos:16310 · issuer key iss:1191 COMTRIM−$24.3M−267,793$167M$143M2,636,6182,368,825
position key pos:12433 · issuer key iss:1513 COMTRIM−$40.4M−325,935$182M$141M1,046,921720,986
position key pos:16902 · issuer key iss:2033 COMADD+$33.6M+348,893$107M$140M1,112,2031,461,096
position key pos:18289 · issuer key iss:1071 COMTRIM−$40.8M−1,566,209$177M$136M6,543,1224,976,913
position key pos:15818 · issuer key iss:1742 COMTRIM−$21.5M−231,479$155M$134M2,107,8641,876,385
position key pos:13363 · issuer key iss:1393 COMNEW+$132M+636,078$0$132M—636,078
position key pos:11556 · issuer key iss:1854 COMTRIM−$37.3M−273,795$168M$131M2,568,7182,294,923
position key pos:16828 · issuer key iss:413 COMADD+$13.9M+71,801$116M$130M195,713267,514
position key pos:11466 · issuer key iss:972 COMADD+$17.9M+552,719$108M$126M1,322,5581,875,277
position key pos:17783 · issuer key iss:1730 COMNEW+$125M+1,921,250$0$125M—1,921,250
position key pos:13485 · issuer key iss:517 COMTRIM−$13.2M−130,434$136M$123M2,612,9442,482,510
position key pos:13985 · issuer key iss:597 COMTRIM−$84.7M−893,854$206M$121M2,320,2811,426,427
position key pos:11608 · issuer key iss:889 COMTRIM−$23.5M−350,906$140M$117M9,089,8668,738,960
position key pos:18151 · issuer key iss:594 COMTRIM−$28.7M−116,439$146M$117M1,183,7521,067,313
position key pos:14976 · issuer key iss:921 COMADD−$6.1M+106,279$121M$115M697,293803,572
position key pos:13253 · issuer key iss:934 COMADD+$24.5M+379,075$90.7M$115M524,325903,400
position key pos:11683 · issuer key iss:1491 COMADD+$22.0M+171,625$92.9M$115M408,081579,706
position key pos:14229 · issuer key iss:1259 COMADD+$38.9M+990,807$75.4M$114M3,165,3924,156,199
position key pos:10573 · issuer key iss:1159 COMTRIM−$3.3M−36,457$115M$111M715,443678,986
position key pos:16278 · issuer key iss:390 COMTRIM−$52.3M−70,958$159M$107M656,735585,777
position key sid:sec:prov:a6f31b4733de62bae5fced1fb39b0119 · issuer key cusip6:358029 COMTRIM−$17.5M−499,863$118M$101M4,961,9694,462,106
position key pos:16115 · issuer key iss:1869 COMTRIM−$32.9M−35,206$130M$96.9M393,157357,951
position key pos:15142 · issuer key iss:89 COMTRIM−$157M−474,997$251M$94.2M802,679327,682
position key pos:15163 · issuer key iss:1140 COMADD+$3.4M+167,265$88.7M$92.1M1,098,1331,265,398
position key pos:10781 · issuer key iss:1585 COMTRIM−$27.5M−92,949$111M$83.3M1,534,9311,441,982
position key pos:18172 · issuer key iss:766 COMTRIM−$25.7M−55,249$106M$80.8M2,127,5082,072,259
position key pos:10138 · issuer key iss:1663 COMTRIM+$1.0M−20,986$73.5M$74.5M455,195434,209
position key pos:15358 · issuer key iss:2083 COMTRIM−$18.9M−208,357$91.6M$72.7M1,010,460802,103
position key pos:16686 · issuer key iss:213 COMTRIM+$2.7M−34,753$65.2M$67.9M724,153689,400
position key pos:17411 · issuer key iss:148 COMTRIM−$864K−10,221$55.5M$54.6M216,149205,928
position key sid:sec:prov:ebd09464eba7fc49fb6fa92a4c51164a · issuer key cusip6:126501 COMTRIM+$3.3M−42,093$46.5M$49.8M1,084,5451,042,452
position key pos:15562 · issuer key iss:1562 COMTRIM−$4.5M−56,621$47.9M$43.4M1,765,1091,708,488
position key cusip:833792104 · issuer key cusip6:833792 COMADD+$326K+31,026$1.4M$1.8M139,046170,072
position key cusip:45672B305 · issuer key cusip6:45672B COMADD+$1.2M+59,919$291K$1.5M12,08172,000
position key cusip:G95248137 · issuer key cusip6:G95248 COMTRIM−$1.0M−26,804$2.3M$1.3M60,81334,009
position key cusip:066923566 · issuer key cusip6:066923 COMADD−$15.6K+1$352K$337K442443
position key cusip:44970W103 · issuer key cusip6:44970W COMNEW+$209K+4,002$0$209K—4,002
position key cusip:279655104 · issuer key cusip6:279655 COMADD+$7.0K+2,484$131K$138K11,78714,271
position key cusip:05590Y100 · issuer key cusip6:05590Y COMTRIM−$6.8K−381$113K$106K12,54612,165
cusip:045055209EXIT‡e−$1.9M−26,208$1.9M$026,208—
cusip:761681105EXIT‡e−$264K−6,737$264K$06,737—
pos:10307EXIT‡e−$2.2M−3,246$2.2M$03,246—
pos:12235EXIT‡e−$190M−1,290,446$190M$01,290,446—
pos:12367EXIT‡e−$162M−4,227,636$162M$04,227,636—
pos:12450EXIT‡e−$143M−5,597,452$143M$05,597,452—
pos:14033EXIT‡e−$7.3M−60,880$7.3M$060,880—
pos:15581EXIT‡e−$87.6M−480,996$87.6M$0480,996—
pos:16667EXIT‡e−$146M−4,016,503$146M$04,016,503—

Flags: no row carries a flag.

1–20 of the 71 changes on this page

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–62 of 62 positions · $8.1B disclosed value over 62 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions FIDUCIARY MANAGEMENT INC /WI/ reported for the quarter ended 2026-03-31, as that filer reported them
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 filingShare 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 $0SharesWt
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
$429M10,587,8955.3%
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
$395M93,9114.9%
—Charles Schwab Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$326M3,465,5214.0%
—Ferguson Enterprises · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$312M1,337,3323.9%
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
$216M1,252,5292.7%
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
$201M3,567,3892.5%
—Becton Dickinson · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$195M1,239,7522.4%
—Accenture PLC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$191M962,3672.4%
—White Mountains Ins. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$187M85,0662.3%
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
$175M1,443,3092.2%
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
$173M692,0222.2%
—FirstCash Inc. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$171M912,0512.1%
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
$165M493,7442.0%
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
$163M4,828,9312.0%
—Zions Bancorporation · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$161M2,787,9572.0%
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
$158M1,252,3382.0%
—Gates Industrial · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$150M6,654,1161.9%
—Arrow Electronics Inc. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$150M1,048,4411.9%
—Allegion PLC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$150M1,033,0191.9%
—Berkshire Hath. Cl B · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$146M304,6481.8%
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
$146M823,7131.8%
—Henry Schein Inc. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$144M1,954,0831.8%
—OneMain Holdings · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$144M2,683,4261.8%
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
$143M2,368,8251.8%
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
$141M720,9861.8%
—Arch Capital Group · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$140M1,461,0961.7%
—Koninklijke Philips NV · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$136M4,976,9131.7%
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
$134M1,876,3851.7%
—PNC Financial Services · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$132M636,0781.6%
—Unilever PLC ADR · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$131M2,294,9231.6%
—Cavco Industries · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$130M267,5141.6%
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
$126M1,875,2771.6%
—Sunbelt Rentals · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$125M1,921,2501.6%
—Core & Main · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$123M2,482,5101.5%
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
$121M1,426,4271.5%
—Hayward Holdings · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$117M8,738,9601.5%
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
$117M1,067,3131.5%
—Houlihan Lokey Inc. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$115M803,5721.4%
—Huron Consulting · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$115M903,4001.4%
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
$115M579,7061.4%
—Mueller Water Prod. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$114M4,156,1991.4%
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
$111M678,9861.4%
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
$107M585,7771.3%
—Fresenius Med. Care · COM CUSIP 358029106
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$101M4,462,1061.2%
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
$96.9M357,9511.2%
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
$94.2M327,6821.2%
—Louisiana-Pacific Corp. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$92.1M1,265,3981.1%
—Ryanair Holdings · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$83.3M1,441,9821.0%
—Fortune Brands Innov. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$80.8M2,072,2591.0%
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
$74.5M434,2090.9%
—Coca-Cola Europacific · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$72.7M802,1030.9%
—BJ's Wholesale Club · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$67.9M689,4000.8%
—Applied Ind. Tech. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$54.6M205,9280.7%
—CTS Corp · COM CUSIP 126501105
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$49.8M1,042,4520.6%
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
$43.4M1,708,4880.5%
—Sodexo · COM CUSIP 833792104
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$1.8M170,0720.0%
—Informa PLC · COM CUSIP 45672B305
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$1.5M72,0000.0%
—Weir Group PLC · COM CUSIP G95248137
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$1.3M34,0090.0%
—iShares S&P 500 · COM CUSIP 066923566
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$337K4430.0%
—IMCD N.V. · COM CUSIP 44970W103
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$209K4,0020.0%
—Edenred · COM CUSIP 279655104
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$138K14,2710.0%
—B&M European Value · COM CUSIP 05590Y100
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$106K12,1650.0%

1–20 of 62 positions

Change kind and share change are in Position changes above; Congress overlap is planned.

1–62 of 62 positions · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
61.2%below median 80.0%
Concentration index
226 bpsbelow median 446 bps
Positions with value
62 / 62median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 61.2% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 226 · QoQ moves: 71

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open FIDUCIARY MANAGEMENT INC /WI/'s 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

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 been changed or closed before you ever see it, and is older still by however long ago that 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 with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), 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 (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).