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