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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 2022

Institutional positions in Fidus Investment Corp as of Mar 31, 2022. 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
77
+3 vs. Q4 2021
Shares held
4.68M
−292.0K (−5.9%) vs. Q4 2021
Total value
$92.4M
+$3.07M (+3.4%) vs. Q4 2021
New holders
13
25 more added
Sold out
10
21 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: 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.

Institutional holdersQ1 2022: 77 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 2022: $92.4M
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 2022

Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q4 2021.

Institutions holding FDUS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%00.0%Unchanged
Barclays PLC8$00.00%+8New
Geneos Wealth Management Inc.100$2.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC275$5.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC413$8.00K0.00%00.0%Unchanged
Monetary Management Group Inc500$10.0K0.00%+500New
Citigroup Inc700$14.0K0.00%+700New
Tower Research Capital LLC (TRC)883$18.0K0.00%+883New
JPMorgan Chase & Co1,000$20.0K0.00%−200−16.7%Reduced
Cornerstone Management, Inc.1,100$22.2K0.01%00.0%Unchanged
Activest Wealth Management1,150$23.0K0.01%00.0%Unchanged
Meeder Asset Management Inc1,510$30.0K0.00%+1,510New
Cedar Wealth Management, LLC1,742$35.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC4,820$97.0K0.02%+913+23.4%Added
Brown Brothers Harriman & Co5,337$108.0K0.00%00.0%Unchanged
Belpointe Asset Management LLC7,518$152.0K0.01%+110+1.5%Added
Great West Life Assurance Co9,126$196.0K0.00%+187+2.1%Added
Advisory Services Network, LLC10,050$203.0K0.01%+23+0.2%Added
Cetera Investment Advisers11,755$237.0K0.00%−6,913−37.0%Reduced
Wells Fargo & Company11,875$240.0K0.00%−423−3.4%Reduced
Lakeview Capital Partners, LLC12,445$251.0K0.13%00.0%Unchanged
Blair William & Co12,421$251.0K0.00%00.0%Unchanged
MAI Capital Management12,482$252.0K0.00%−1,250−9.1%Reduced
Trexquant Investment LP12,972$262.0K0.01%+12,972New
Bank of America Corp13,036$263.0K0.00%+36+0.3%Added
Snowden Capital Advisors LLC13,349$269.0K0.01%00.0%Unchanged
Janney Montgomery Scott LLC13,648$275.0K0.00%+28+0.2%Added
Titleist Asset Management, Ltd.14,926$301.0K0.06%+14,926New
Royal Bank of Canada15,740$317.0K0.00%+3,383+27.4%Added
Jump Financial, LLC16,800$339.0K0.01%+16,800New
Steward Partners Investment Advisory, LLC17,384$351.0K0.01%−992−5.4%Reduced
Envestnet Asset Management Inc17,505$353.0K0.00%−6,196−26.1%Reduced
Bragg Financial Advisors, Inc18,011$363.0K0.02%00.0%Unchanged
Prospera Financial Services Inc19,372$391.0K0.02%+310+1.6%Added
Magnolia Capital Advisors LLC20,684$417.0K0.16%−778−3.6%Reduced
D.A. Davidson & Co.21,500$434.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP21,796$440.0K0.00%+21,796New
Wilbanks Smith & Thomas Asset Management LLC21,950$441.0K0.02%+21,950New
Kingfisher Capital LLC22,056$445.0K0.11%+570+2.7%Added
Summit Trail Advisors, LLC22,502$454.0K0.04%00.0%Unchanged
National Asset Management, Inc.22,629$457.0K0.01%+2,277+11.2%Added
Oppenheimer & Co Inc23,881$482.0K0.01%+167+0.7%Added
Optimum Investment Advisors24,025$485.0K0.20%−3,423−12.5%Reduced
Regions Financial Corp27,694$559.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC28,500$575.0K0.15%00.0%Unchanged
Advisor Group Holdings, Inc.29,487$595.0K0.00%−821−2.7%Reduced
Citadel Advisors LLC29,933$604.0K0.00%+11,593+63.2%Added
Virtus ETF Advisers LLC30,250$610.0K0.27%+2,599+9.4%Added
Raymond James Trust N.A.31,136$628.0K0.02%−2,200−6.6%Reduced
Eagle Global Advisors LLC31,270$631.0K0.04%00.0%Unchanged
LPL Financial LLC32,949$665.0K0.00%+7,220+28.1%Added
Davenport & Co LLC33,249$671.0K0.00%−627−1.9%Reduced
Marshall Wace, LLP33,609$678.0K0.00%+33,609New
D. E. Shaw & Co., Inc.34,857$703.0K0.00%+23,944+219.4%Added
Oak Harbor Wealth Partners, LLC42,002$848.0K0.28%+158+0.4%Added
Millennium Management LLC47,641$961.0K0.00%+47,641New
Advisory Research Inc50,202$1.01M0.08%−4,657−8.5%Reduced
Legacy Capital Wealth Partners, LLC52,929$1.07M0.46%+52,929New
Hennion & Walsh Asset Management, Inc.53,726$1.08M0.06%−9,706−15.3%Reduced
Enterprise Bank & Trust Co55,912$1.13M0.44%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC56,895$1.15M0.53%+2,675+4.9%Added
UBS Group AG58,952$1.19M0.00%+1,219+2.1%Added
GWM Advisors LLC60,542$1.22M0.02%+17,717+41.4%Added
Mackenzie Financial Corp66,417$1.34M0.00%−14,649−18.1%Reduced
Truist Financial Corp71,229$1.44M0.00%−5,069−6.6%Reduced
Quadrature Capital Ltd72,623$1.47M0.06%+33,034+83.4%Added
Sumitomo Mitsui Trust Holdings, Inc.99,312$2.00M0.00%−10,091−9.2%Reduced
Two Sigma Investments, LP117,807$2.38M0.01%+65,516+125.3%Added
Legal & General Group Plc134,014$2.71M0.00%−10,618−7.3%Reduced
BlackRock Inc.155,516$3.14M0.00%−40,635−20.7%Reduced
Two Sigma Advisers, LP162,313$3.27M0.01%+35,040+27.5%Added
Novare Capital Management LLC165,950$3.35M0.36%−4,700−2.8%Reduced
Morgan Stanley333,241$6.72M0.00%−43,776−11.6%Reduced
Raymond James Financial Services Advisors, Inc.551,128$11.1M0.02%+9,855+1.8%Added
Van Eck Associates Corp568,106$11.5M0.02%+195,933+52.6%Added
Raymond James & Associates779,335$15.7M0.01%+10,425+1.4%Added
Muzinich & Co., Inc.99,312––−10,091−9.2%Reduced
Ares Management LLC0$00.00%−491,187−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−193,372−100.0%Sold out
RMB Capital Management, LLC0$00.00%−40,000−100.0%Sold out
Peterson Wealth Services0$00.00%−18,883−100.0%Sold out
B. Riley Wealth Management, Inc.0$00.00%−11,500−100.0%Sold out
Comprehensive Financial Consultants Institutional, Inc.0$00.00%−4,564−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−3,213−100.0%Sold out
Chilton Capital Management LLC0$00.00%−1,800−100.0%Sold out
Signaturefd, LLC0$00.00%−543−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−250−100.0%Sold out
Carroll Financial Associates, Inc.––––Not filed