Fidus Investment Corp
FDUS- Exchange
- Nasdaq
- SEC CIK
- 0001513363
No open-market purchases or sales by Fidus Investment Corp insiders were filed in the last 90 days; 133 institutions reported holding it in 13F filings for Q2 2026, worth $166.0M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Fidus Investment Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 133
- −8 vs. Q1 2026
- Shares held
- 8.70M
- −1.17M (−11.9%) vs. Q1 2026
- Total value
- $166.0M
- −$6.38M (−3.7%) vs. Q1 2026
- New holders
- 14
- 53 more added
- Sold out
- 22
- 34 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDUS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 133 | $166.0M |
| Q1 2026 | 142 | $172.6M |
| Q4 2025 | 149 | $194.3M |
| Q3 2025 | 130 | $194.2M |
| Q2 2025 | 121 | $182.9M |
| Q1 2025 | 121 | $180.0M |
| Q4 2024 | 112 | $167.7M |
| Q3 2024 | 111 | $150.4M |
| Q2 2024 | 115 | $152.5M |
| Q1 2024 | 109 | $162.2M |
| Q4 2023 | 117 | $182.6M |
| Q3 2023 | 107 | $134.0M |
| Q2 2023 | 89 | $96.2M |
| Q1 2023 | 92 | $95.5M |
| Q4 2022 | 100 | $98.2M |
| Q3 2022 | 89 | $81.5M |
| Q2 2022 | 85 | $81.5M |
| Q1 2022 | 77 | $141.4M |
| Q4 2021 | 75 | $89.5M |
| Q3 2021 | 78 | $92.6M |
| Q2 2021 | 73 | $96.5M |
| Q1 2021 | 81 | $93.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 929,242 | $17.7M | 0.01% | +216,180+30.3% | Added |
| Raymond James Financial Inc | 829,588 | $15.8M | 0.00% | +25,196+3.1% | Added |
| UBS Group AG | 499,624 | $9.53M | 0.00% | +76,732+18.1% | Added |
| Baird Financial Group, Inc. | 416,390 | $7.94M | 0.01% | +9,964+2.5% | Added |
| Muzinich & Co., Inc. | 368,298 | $7.02M | 2.40% | +19,987+5.7% | Added |
| Legal & General Group Plc | 310,317 | $5.92M | 0.00% | +25,857+9.1% | Added |
| Morgan Stanley | 302,643 | $5.77M | 0.00% | +8,476+2.9% | Added |
| Qube Research & Technologies Ltd | 230,205 | $4.39M | 0.00% | +126,804+122.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 230,108 | $4.39M | 0.00% | +16,723+7.8% | Added |
| Franklin Resources Inc | 224,978 | $4.29M | 0.00% | +72,699+47.7% | Added |
| Novare Capital Management LLC | 219,069 | $4.18M | 0.30% | +12,955+6.3% | Added |
| PFG Advisors | 205,088 | $3.91M | 0.20% | +17,399+9.3% | Added |
| Two Sigma Investments, LP | 194,900 | $3.72M | 0.00% | −78,809−28.8% | Reduced |
| Palogic Value Management, L.P. | 141,294 | $2.69M | 0.48% | +68,426+93.9% | Added |
| BlackRock, Inc. | 138,053 | $2.63M | 0.00% | −3,283−2.3% | Reduced |
| Ethos Financial Group, LLC | 130,999 | $2.50M | 0.17% | −7,174−5.2% | Reduced |
| Plan Group Financial, LLC | 125,520 | $2.39M | 0.50% | +26,718+27.0% | Added |
| Beacon Pointe Advisors, LLC | 111,853 | $2.13M | 0.01% | +72,850+186.8% | Added |
| Riverbridge Partners LLC | 110,869 | $2.11M | 0.06% | +984+0.9% | Added |
| Marshall Wace, LLP | 110,489 | $2.11M | 0.00% | +110,489 | New |
| Capital Investment Advisory Services, LLC | 106,974 | $2.04M | 0.13% | +1,854+1.8% | Added |
| IHT Wealth Management, LLC | 104,311 | $1.99M | 0.04% | +21,456+25.9% | Added |
| Advisors Asset Management, Inc. | 99,294 | $1.89M | 0.03% | −18,758−15.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 90,246 | $1.72M | 0.01% | +50,114+124.9% | Added |
| HighTower Advisors, LLC | 90,103 | $1.72M | 0.00% | −2,479−2.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 85,990 | $1.64M | 0.31% | +6,336+8.0% | Added |
| LPL Financial LLC | 80,352 | $1.53M | 0.00% | −71,394−47.0% | Reduced |
| Sound Income Strategies, LLC | 72,904 | $1.39M | 0.06% | +31,587+76.5% | Added |
| Creative Planning | 71,859 | $1.37M | 0.00% | +40,780+131.2% | Added |
| Davis Investment Partners, LLC | 70,771 | $1.35M | 0.41% | −236−0.3% | Reduced |
| Greenland Capital Management LP | 67,000 | $1.28M | 0.24% | +9,000+15.5% | Added |
| Significant Wealth Partners LLC | 64,831 | $1.24M | 1.34% | +1,185+1.9% | Added |
| D.A. Davidson & Co. | 63,813 | $1.22M | 0.01% | −11,595−15.4% | Reduced |
| GWM Advisors LLC | 60,317 | $1.15M | 0.00% | −2,894−4.6% | Reduced |
| Rockland Trust Co | 55,912 | $1.07M | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 55,251 | $1.05M | 0.00% | −487,064−89.8% | Reduced |
| Trexquant Investment LP | 51,779 | $987.4K | 0.01% | −4,416−7.9% | Reduced |
| Independent Financial Group, LLC | 51,715 | $986.2K | 0.02% | +20,754+67.0% | Added |
| Citadel Advisors LLC | 51,353 | $979.3K | 0.00% | −50,979−49.8% | Reduced |
| WT Wealth Management | 51,113 | $974.7K | 0.27% | 00.0% | Unchanged |
| Haven Private, LLC | 50,068 | $954.8K | 0.36% | +1,418+2.9% | Added |
| Great West Life Assurance Co | 47,506 | $904.0K | 0.00% | +7,783+19.6% | Added |
| D. E. Shaw & Co., Inc. | 45,952 | $876.3K | 0.00% | −29,284−38.9% | Reduced |
| VARCOV Co. | 45,067 | $859.4K | 0.33% | +45,067 | New |
| Envestnet Asset Management Inc | 39,313 | $749.7K | 0.00% | −506,186−92.8% | Reduced |
| Bank of America Corp | 38,692 | $737.9K | 0.00% | +5,578+16.8% | Added |
| Commonwealth Equity Services, LLC | 36,286 | $692.0K | 0.00% | −1,255−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,921 | $685.0K | 0.01% | −37,612−51.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 33,855 | $645.6K | 0.03% | −2,248−6.2% | Reduced |
| VestGen Advisors, LLC | 33,415 | $637.2K | 0.02% | +3,170+10.5% | Added |
| Adams Asset Advisors, LLC | 32,919 | $627.8K | 0.07% | +32,919 | New |
| Global Retirement Partners, LLC | 32,589 | $621.5K | 0.01% | +32,589 | New |
| Northwestern Mutual Wealth Management Co | 31,228 | $595.5K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 31,042 | $592.0K | 0.01% | +432+1.4% | Added |
| Cornerstone Wealth Management, LLC | 29,862 | $569.5K | 0.02% | +2,036+7.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,739 | $567.1K | 0.02% | −8,181−21.6% | Reduced |
| Mercer Global Advisors Inc | 29,228 | $557.4K | 0.00% | +1,130+4.0% | Added |
| Clearstead Advisors, LLC | 28,240 | $538.5K | 0.01% | +155+0.6% | Added |
| Northern Trust Corp | 27,459 | $523.6K | 0.00% | +27,459 | New |
| Quantbot Technologies LP | 27,126 | $517.3K | 0.02% | −16,676−38.1% | Reduced |
| Apollon Wealth Management, LLC | 27,011 | $515.1K | 0.01% | +6,134+29.4% | Added |
| Monument Capital Management | 26,460 | $504.6K | 0.10% | +7,421+39.0% | Added |
| Steward Partners Investment Advisory, LLC | 26,293 | $501.4K | 0.00% | −2,306−8.1% | Reduced |
| Davenport & Co LLC | 26,058 | $496.9K | 0.00% | −4,500−14.7% | Reduced |
| Umb Bank N A | 25,050 | $477.7K | 0.01% | +25,050 | New |
| Ameriprise Financial Inc | 24,436 | $466.0K | 0.00% | −41,388−62.9% | Reduced |
| Stifel Financial Corp | 24,072 | $459.0K | 0.00% | +807+3.5% | Added |
| Secure Asset Management, LLC | 23,728 | $452.5K | 0.06% | +3,164+15.4% | Added |
| Summit Trail Advisors, LLC | 23,377 | $445.8K | 0.01% | +761+3.4% | Added |
| OpenArc Corporate Advisory, LLC | 22,614 | $431.2K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 22,003 | $419.6K | 0.10% | −8,440−27.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,930 | $400.0K | 0.00% | +9,222+78.8% | Added |
| Oppenheimer & Co Inc | 20,733 | $395.4K | 0.00% | +1,048+5.3% | Added |
| Eagle Global Advisors LLC | 20,415 | $389.3K | 0.01% | −1,840−8.3% | Reduced |
| Accredited Investors Inc. | 20,024 | $381.8K | 0.02% | +24+0.1% | Added |
| Prospera Financial Services Inc | 19,966 | $380.8K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 17,981 | $342.9K | 0.13% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 16,741 | $319.3K | 0.17% | +5,885+54.2% | Added |
| Janney Montgomery Scott LLC | 15,116 | $288.0K | 0.00% | 00.0% | Unchanged |
| JT Stratford LLC | 15,046 | $286.9K | 0.03% | 00.0% | Unchanged |
| nVerses Capital, LLC | 14,780 | $281.9K | 0.43% | −3,259−18.1% | Reduced |
| Jane Street Group, LLC | 14,410 | $274.8K | 0.00% | −59,044−80.4% | Reduced |
| Sage Investment Counsel LLC | 14,070 | $268.3K | 0.27% | +1,000+7.7% | Added |
| HB Wealth Management, LLC | 13,359 | $254.8K | 0.00% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 13,278 | $253.2K | 0.16% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,240 | $252.5K | 0.00% | +13,240 | New |
| Bragg Financial Advisors, Inc | 13,011 | $248.1K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 12,772 | $243.6K | 0.00% | −5,939−31.7% | Reduced |
| Fiduciary Alliance LLC | 12,301 | $234.6K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 12,000 | $228.8K | 0.00% | −20,665−63.3% | Reduced |
| XTX Topco Ltd | 11,800 | $225.0K | 0.00% | +11,800 | New |
| Private Advisor Group, LLC | 11,435 | $218.1K | 0.00% | +155+1.4% | Added |
| JPMorgan Chase & Co | 10,459 | $198.1K | 0.00% | +3,161+43.3% | Added |
| Kestra Advisory Services, LLC | 10,227 | $195.0K | 0.00% | +9+0.1% | Added |
| Advisor Group Holdings, Inc. | 10,199 | $194.5K | 0.00% | +5,300+108.2% | Added |
| WNY Asset Management, LLC | 10,100 | $192.6K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 10,079 | $192.2K | 0.00% | +10,079 | New |
| Wells Fargo & Company | 9,886 | $188.5K | 0.00% | −1,846−15.7% | Reduced |
| Royal Bank of Canada | 9,256 | $177.0K | 0.00% | +1,549+20.1% | Added |
| Farther Finance Advisors, LLC | 8,321 | $158.7K | 0.00% | −260−3.0% | Reduced |