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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 $164.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Fidus Investment Corp as of Mar 31, 2021. 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
81
No complete 13F data for Q4 2020
Shares held
6.02M
No complete 13F data for Q4 2020
Total value
$93.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 81 institutions
Q1 2021: 81 institutionsQ2 2021: 73 institutionsQ3 2021: 78 institutionsQ4 2021: 75 institutionsQ1 2022: 77 institutionsQ2 2022: 85 institutionsQ3 2022: 89 institutionsQ4 2022: 100 institutionsQ1 2023: 92 institutionsQ2 2023: 89 institutionsQ3 2023: 107 institutionsQ4 2023: 117 institutionsQ1 2024: 109 institutionsQ2 2024: 115 institutionsQ3 2024: 111 institutionsQ4 2024: 112 institutionsQ1 2025: 121 institutionsQ2 2025: 121 institutionsQ3 2025: 130 institutionsQ4 2025: 149 institutionsQ1 2026: 142 institutionsQ2 2026: 133 institutions
Value heldQ1 2021: $93.6M
Q1 2021: $93.6MQ2 2021: $96.5MQ3 2021: $92.6MQ4 2021: $89.5MQ1 2022: $92.4MQ2 2022: $81.5MQ3 2022: $81.5MQ4 2022: $98.2MQ1 2023: $95.5MQ2 2023: $96.2MQ3 2023: $134.0MQ4 2023: $173.7MQ1 2024: $147.0MQ2 2024: $152.2MQ3 2024: $150.3MQ4 2024: $167.7MQ1 2025: $180.0MQ2 2025: $182.6MQ3 2025: $194.1MQ4 2025: $194.3MQ1 2026: $172.6MQ2 2026: $164.4M
Institutions holding FDUS and their total value by quarter
QuarterHoldersValue
Q2 2026133$164.4M
Q1 2026142$172.6M
Q4 2025149$194.3M
Q3 2025130$194.1M
Q2 2025121$182.6M
Q1 2025121$180.0M
Q4 2024112$167.7M
Q3 2024111$150.3M
Q2 2024115$152.2M
Q1 2024109$147.0M
Q4 2023117$173.7M
Q3 2023107$134.0M
Q2 202389$96.2M
Q1 202392$95.5M
Q4 2022100$98.2M
Q3 202289$81.5M
Q2 202285$81.5M
Q1 202277$92.4M
Q4 202175$89.5M
Q3 202178$92.6M
Q2 202173$96.5M
Q1 202181$93.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Fidus Investment Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FDUS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Raymond James & Associates784,970$12.2M0.01%––
Ares Management LLC727,562$11.3M0.54%––
Raymond James Financial Services Advisors, Inc.590,962$9.19M0.02%––
Van Eck Associates Corp429,181$6.67M0.02%––
Morgan Stanley332,900$5.18M0.00%––
Arrowstreet Capital, Limited Partnership330,183$5.13M0.01%––
Novare Capital Management LLC242,078$3.76M0.45%––
Two Sigma Advisers, LP209,813$3.26M0.01%––
Legal & General Group Plc173,410$2.70M0.00%––
Sumitomo Mitsui Trust Holdings, Inc.156,771$2.44M0.00%––
Muzinich & Co., Inc.156,771$2.44M1.39%––
Advisors Asset Management, Inc.144,852$2.25M0.04%––
BlackRock Inc.131,901$2.05M0.00%––
Two Sigma Investments, LP118,213$1.84M0.01%––
Truist Financial Corp110,394$1.72M0.00%––
Hennion & Walsh Asset Management, Inc.95,647$1.49M0.09%––
Susquehanna International Group, LLP77,926$1.21M0.00%––
D. E. Shaw & Co., Inc.68,540$1.07M0.00%––
Acadian Asset Management LLC65,945$1.02M0.00%––
Eagle Global Advisors LLC59,050$918.0K0.07%––
Enterprise Bank & Trust Co55,912$869.0K0.37%––
California Public Employees Retirement System50,300$782.0K0.00%––
Ark Global Emerging Companies, LP48,385$763.0K5.44%––
Advisory Research Inc47,727$742.0K0.05%––
UBS Group AG45,772$712.0K0.00%––
Neuberger Berman Group LLC42,626$663.0K0.00%––
RMB Capital Management, LLC39,650$617.0K0.02%––
Susquehanna Fundamental Investments, LLC39,021$607.0K0.01%––
Virtus ETF Advisers LLC35,532$553.0K0.23%––
Mackenzie Financial Corp32,392$504.0K0.00%––
Mid Atlantic Financial Management Inc31,858$495.0K0.04%––
Optimum Investment Advisors29,799$463.0K0.14%––
Hexagon Capital Partners LLC28,500$443.0K0.12%––
Raymond James Trust N.A.28,045$436.0K0.02%––
Regions Financial Corp27,694$431.0K0.00%––
Summit Trail Advisors, LLC22,502$350.0K0.04%––
SEI Investments Co22,017$342.0K0.00%––
Alliancebernstein L.P.20,946$326.0K0.00%––
Steward Partners Investment Advisory, LLC20,457$318.1K0.01%––
Kingfisher Capital LLC20,057$312.0K0.09%––
Quadrature Capital Ltd19,658$306.0K0.01%––
Oppenheimer & Co Inc19,053$296.0K0.01%––
Prospera Financial Services Inc18,280$285.0K0.02%––
D.A. Davidson & Co.18,000$280.0K0.00%––
Bragg Financial Advisors, Inc18,011$280.0K0.02%––
CAMG Solamere Management, LLC17,632$274.0K0.24%––
Koss-Olinger Consulting, LLC13,910$216.0K0.04%––
Bank of America Corp13,000$202.0K0.00%––
FNY Investment Advisers, LLC12,899$200.0K0.07%––
Goldman Sachs Group Inc12,662$197.0K0.00%––
National Asset Management, Inc.12,658$197.0K0.01%––
Harbor Financial Services, LLC12,585$196.0K0.09%––
Citadel Advisors LLC12,558$195.0K0.00%––
Lakeview Capital Partners, LLC12,335$192.0K0.08%––
Blair William & Co12,139$189.0K0.00%––
LPL Financial LLC11,373$177.0K0.00%––
Royal Bank of Canada11,231$175.0K0.00%––
Hyman Charles D10,666$166.0K0.01%––
Janney Montgomery Scott LLC10,175$158.0K0.00%––
Wells Fargo & Company8,321$130.0K0.00%––
Carroll Financial Associates, Inc.8,190$127.0K0.01%––
Great West Life Assurance Co7,405$114.0K0.00%––
Pinz Capital Management, LP6,400$100.0K0.03%––
Brown Brothers Harriman & Co5,337$83.0K0.00%––
JPMorgan Chase & Co3,800$59.0K0.00%––
GPS Wealth Strategies Group, LLC3,821$59.0K0.02%––
Advisor Group Holdings, Inc.2,974$46.0K0.00%––
Citigroup Inc2,788$43.0K0.00%––
Activest Wealth Management1,150$18.0K0.01%––
Covington Capital Management1,000$16.0K0.00%––
Tower Research Capital LLC (TRC)600$9.00K0.00%––
Signaturefd, LLC543$8.00K0.00%––
International Assets Investment Management, LLC643$8.00K0.00%––
Laurel Wealth Advisors LLC413$6.00K0.00%––
Panagora Asset Management Inc300$5.00K0.00%––
Barnett & Company, Inc.300$5.00K0.00%––
Gemmer Asset Management LLC275$4.00K0.00%––
Ameritas Investment Company, LLC200$3.11K0.00%––
Huntington National Bank112$2.00K0.00%––
Arkadios Wealth Advisors149$2.00K0.00%––
Geneos Wealth Management Inc.62$1.00K0.00%––