Empfehlung
9,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
40.7
21 neu, 18 erhöht, -35873K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | FIDUCIARY MANAGEMENT INC /WI/ |
|---|---|
| Ticker | |
| CIK | 0000764532 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-22 10:39:21.74752 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| DF DENT & CO INC | 600,809 | 613,714 | -12,905 | 69,499,258 | Reduziert | -2,1% | |
| ACADEMY CAPITAL MANAGEMENT | 132,306 | 132,913 | -607 | 34,182,578 | Reduziert | -0,5% | |
| BARR E S & CO | 197,583 | 199,258 | -1,675 | 18,021,546 | Reduziert | -0,8% | |
| KLCM Advisors, Inc. | 682,705 | 714,047 | -31,342 | 16,990,753 | Reduziert | -4,4% | |
| BAHL & GAYNOR INC | 47,361 | 50,237 | -2,876 | 7,179,053 | Reduziert | -5,7% | |
| FIDUCIARY MANAGEMENT INC /WI/ | 257,114 | 1,404,184 | -1,147,070 | 6,620,354 | Reduziert | -81,7% | |
| SVB WEALTH LLC | 98,209 | 112,207 | -13,998 | 5,984,038 | Reduziert | -12,5% | |
| AUXIER ASSET MANAGEMENT LLC | 244,761 | 248,677 | -3,916 | 5,935,229 | Reduziert | -1,6% | |
| MITCHELL CAPITAL MANAGEMENT CO | 62,541 | 63,902 | -1,361 | 5,704,365 | Reduziert | -2,1% | |
| DEAN INVESTMENT ASSOCIATES, LLC | 178,514 | 174,610 | 3,904 | 3,832,696 | Aufgestockt | +2,2% | |
| Boston Common Asset Management, LLC | 50,572 | 0 | 50,572 | 3,577,463 | Neu | +100,0% | |
| Ramirez Asset Management, Inc. | 38,050 | 0 | 38,050 | 2,691,660 | Neu | +100,0% | |
| WBI INVESTMENTS, LLC | 8,450 | 23,317 | -14,867 | 2,169,750 | Reduziert | -63,8% | |
| Dean Capital Management | 92,225 | 89,379 | 2,846 | 1,980,071 | Aufgestockt | +3,2% | |
| BRIDGES INVESTMENT MANAGEMENT INC | 21,120 | 0 | 21,120 | 1,494,029 | Neu | +100,0% | |
| Douglass Winthrop Advisors, LLC | 30,362 | 29,875 | 487 | 1,480,555 | Aufgestockt | +1,6% | |
| Councilmark Asset Management, LLC | 24,697 | 18,056 | 6,641 | 1,139,341 | Aufgestockt | +36,8% | |
| Ancora Advisors LLC | 10,380 | 7,229 | 3,151 | 1,117,325 | Aufgestockt | +43,6% | |
| Curbstone Financial Management Corp | 32,768 | 43,554 | -10,786 | 979,436 | Reduziert | -24,8% | |
| Moloney Securities Asset Management, LLC | 8,720 | 12,320 | -3,600 | 940,103 | Reduziert | -29,2% | |
| RHUMBLINE ADVISERS | 32,304 | 21,858 | 10,446 | 886,931 | Aufgestockt | +47,8% | |
| NORTH STAR ASSET MANAGEMENT INC | 28,555 | 30,346 | -1,791 | 853,509 | Reduziert | -5,9% | |
| US Asset Management LLC | 14,842 | 14,929 | -87 | 730,858 | Reduziert | -0,6% | |
| GREAT LAKES ADVISORS, LLC | 62,752 | 55,187 | 7,565 | 699,685 | Aufgestockt | +13,7% | |
| EVERETT HARRIS & CO /CA/ | 49,410 | 11,950 | 37,460 | 507,194 | Aufgestockt | +313,5% | |
| BBR PARTNERS, LLC | 13,036 | 13,036 | 0 | 389,646 | Unverändert | 0,0% | |
| Mengis Capital Management, Inc. | 12,852 | 15,736 | -2,884 | 384,146 | Reduziert | -18,3% | |
| NORTHSTAR ASSET MANAGEMENT Co | 9,350 | 0 | 9,350 | 333,701 | Neu | +100,0% | |
| Sageworth Trust Co | 10,118 | 0 | 10,118 | 317,908 | Neu | +100,0% | |
| Azimuth Capital Investment Management LLC | 8,071 | 7,185 | 886 | 241,242 | Aufgestockt | +12,3% | |
| FRANKLIN STREET ADVISORS INC /NC | 7,393 | 8,475 | -1,082 | 232,288 | Reduziert | -12,8% | |
| CHICAGO TRUST Co NA | 20,419 | 20,120 | 299 | 226,752 | Aufgestockt | +1,5% | |
| Corundum Trust Company, INC | 4,744 | 0 | 4,744 | 149,056 | Neu | +100,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 12,389 | 12,389 | 0 | 121,288 | Unverändert | 0,0% | |
| GAMMA Investing LLC | 2,919 | 1,947 | 972 | 107,435 | Aufgestockt | +49,9% | |
| Stuart Chaussee & Associates, Inc. | 2,445 | 0 | 2,445 | 76,822 | Neu | +100,0% | |
| PARADIGM ASSET MANAGEMENT CO LLC | 1,700 | 1,700 | 0 | 66,640 | Unverändert | 0,0% | |
| Accent Capital Management, LLC | 788 | 0 | 788 | 55,743 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 392 | 0 | 392 | 27,518 | Neu | +100,0% | |
| Salomon & Ludwin, LLC | 1,033 | 193 | 840 | 23,733 | Aufgestockt | +435,2% | |
| NBC SECURITIES, INC. | 1,473 | 1,445 | 28 | 22,299 | Aufgestockt | +1,9% | |
| WINSLOW ASSET MANAGEMENT INC | 161,505 | 165,283 | -3,778 | 4,827 | Reduziert | -2,3% | |
| PROATHLETE WEALTH MANAGEMENT LLC | 40 | 0 | 40 | 2,829 | Neu | +100,0% | |
| Copeland Capital Management, LLC | 202 | 0 | 202 | 2,478 | Neu | +100,0% | |
| IMA Advisory Services, Inc. | 20 | 0 | 20 | 1,414 | Neu | +100,0% | |
| Bollard Group LLC | 38,776 | 0 | 38,776 | 1,384 | Neu | +100,0% | |
| Hara Capital LLC | 85 | 0 | 85 | 1,318 | Neu | +100,0% | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27,388 | 28,234 | -846 | 819 | Reduziert | -3,0% | |
| General Partner, Inc. | 63 | 63 | 0 | 702 | Unverändert | 0,0% | |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 5,835 | 5,835 | 0 | 532 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| DF DENT & CO INC | 600,809 | 69,499,258 | 38.84 |
| ACADEMY CAPITAL MANAGEMENT | 132,306 | 34,182,578 | 19.10 |
| BARR E S & CO | 197,583 | 18,021,546 | 10.07 |
| BAHL & GAYNOR INC | 47,361 | 7,179,053 | 4.01 |
| FIDUCIARY MANAGEMENT INC /WI/ | 257,114 | 6,620,354 | 3.70 |
| SVB WEALTH LLC | 98,209 | 5,984,038 | 3.34 |
| AUXIER ASSET MANAGEMENT LLC | 244,761 | 5,935,229 | 3.32 |
| MITCHELL CAPITAL MANAGEMENT CO | 62,541 | 5,704,365 | 3.19 |
| DEAN INVESTMENT ASSOCIATES, LLC | 178,514 | 3,832,696 | 2.14 |
| Boston Common Asset Management, LLC | 50,572 | 3,577,463 | 2.00 |
| Ramirez Asset Management, Inc. | 38,050 | 2,691,660 | 1.50 |
| WBI INVESTMENTS, LLC | 8,450 | 2,169,750 | 1.21 |
| Dean Capital Management | 92,225 | 1,980,071 | 1.11 |
| BRIDGES INVESTMENT MANAGEMENT INC | 21,120 | 1,494,029 | 0.83 |
| Douglass Winthrop Advisors, LLC | 30,362 | 1,480,555 | 0.83 |
| Councilmark Asset Management, LLC | 24,697 | 1,139,341 | 0.64 |
| Ancora Advisors LLC | 10,380 | 1,117,325 | 0.62 |
| Curbstone Financial Management Corp | 32,768 | 979,436 | 0.55 |
| RHUMBLINE ADVISERS | 32,304 | 886,931 | 0.50 |
| NORTH STAR ASSET MANAGEMENT INC | 28,555 | 853,509 | 0.48 |