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 2022
Institutional positions in Fidus Investment Corp as of Jun 30, 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
- 85
- +8 vs. Q1 2022
- Shares held
- 4.66M
- −14.8K (−0.3%) vs. Q1 2022
- Total value
- $81.5M
- −$59.9M (−42.4%) vs. Q1 2022
- New holders
- 21
- 20 more added
- Sold out
- 13
- 28 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 745,216 | $13.0M | 0.01% | −34,119−4.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 582,022 | $10.2M | 0.02% | +30,894+5.6% | Added |
| Morgan Stanley | 353,467 | $6.17M | 0.00% | +20,226+6.1% | Added |
| Van Eck Associates Corp | 329,011 | $5.74M | 0.02% | −239,095−42.1% | Reduced |
| Advisors Asset Management, Inc. | 259,006 | $4.52M | 0.08% | +259,006 | New |
| BlackRock Inc. | 180,011 | $3.14M | 0.00% | +24,495+15.8% | Added |
| Two Sigma Advisers, LP | 166,213 | $2.90M | 0.01% | +3,900+2.4% | Added |
| Novare Capital Management LLC | 165,950 | $2.90M | 0.36% | 00.0% | Unchanged |
| Legal & General Group Plc | 146,157 | $2.56M | 0.00% | +12,143+9.1% | Added |
| Two Sigma Investments, LP | 112,800 | $1.97M | 0.01% | −5,007−4.3% | Reduced |
| Truist Financial Corp | 71,106 | $1.24M | 0.00% | −123−0.2% | Reduced |
| Muzinich & Co., Inc. | 69,018 | $1.20M | 1.02% | −30,294−30.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,018 | $1.20M | 0.00% | −30,294−30.5% | Reduced |
| GWM Advisors LLC | 63,664 | $1.11M | 0.02% | +3,122+5.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 55,105 | $1.07M | 0.64% | −1,790−3.1% | Reduced |
| UBS Group AG | 57,518 | $1.00M | 0.00% | −1,434−2.4% | Reduced |
| Enterprise Bank & Trust Co | 55,912 | $976.0K | 0.44% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 52,773 | $921.0K | 0.46% | −156−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 51,783 | $904.0K | 0.06% | −1,943−3.6% | Reduced |
| Advisory Research Inc | 47,033 | $821.0K | 0.08% | −3,169−6.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 41,857 | $730.0K | 0.29% | −145−0.3% | Reduced |
| Mackenzie Financial Corp | 41,438 | $723.0K | 0.00% | −24,979−37.6% | Reduced |
| PFG Advisors | 37,497 | $654.0K | 0.07% | +37,497 | New |
| LPL Financial LLC | 34,118 | $595.0K | 0.00% | +1,169+3.5% | Added |
| Quadrature Capital Ltd | 32,491 | $569.0K | 0.02% | −40,132−55.3% | Reduced |
| Raymond James Trust N.A. | 32,583 | $569.0K | 0.02% | +1,447+4.6% | Added |
| Davenport & Co LLC | 31,849 | $556.0K | 0.00% | −1,400−4.2% | Reduced |
| Banque Pictet & Cie SA | 31,129 | $543.0K | 0.01% | +31,129 | New |
| Pictet North America Advisors SA | 31,129 | $543.0K | 0.07% | +31,129 | New |
| Cetera Advisor Networks LLC | 30,636 | $535.0K | 0.01% | +30,636 | New |
| Peterson Wealth Services | 28,935 | $505.0K | 0.36% | +28,935 | New |
| Great West Life Assurance Co | 28,825 | $504.0K | 0.00% | +19,699+215.9% | Added |
| National Asset Management, Inc. | 28,815 | $503.0K | 0.02% | +6,186+27.3% | Added |
| Eagle Global Advisors LLC | 28,650 | $500.0K | 0.04% | −2,620−8.4% | Reduced |
| Hexagon Capital Partners LLC | 28,500 | $497.0K | 0.15% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,435 | $496.0K | 0.00% | −1,052−3.6% | Reduced |
| Millennium Management LLC | 27,729 | $484.0K | 0.00% | −19,912−41.8% | Reduced |
| Optimum Investment Advisors | 24,025 | $419.0K | 0.21% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 23,719 | $414.0K | 0.15% | −6,531−21.6% | Reduced |
| Kingfisher Capital LLC | 22,603 | $394.0K | 0.11% | +547+2.5% | Added |
| Summit Trail Advisors, LLC | 22,502 | $393.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 21,950 | $383.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 21,834 | $381.0K | 0.00% | +334+1.6% | Added |
| Oppenheimer & Co Inc | 20,390 | $356.0K | 0.01% | −3,491−14.6% | Reduced |
| Magnolia Capital Advisors LLC | 19,270 | $336.0K | 0.31% | −1,414−6.8% | Reduced |
| Envestnet Asset Management Inc | 19,082 | $333.0K | 0.00% | +1,577+9.0% | Added |
| Bragg Financial Advisors, Inc | 18,011 | $314.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,248 | $301.0K | 0.00% | −12,685−42.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,260 | $301.0K | 0.01% | −124−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,855 | $294.0K | 0.01% | +16,855 | New |
| Bank of America Corp | 15,921 | $278.0K | 0.00% | +2,885+22.1% | Added |
| American Portfolios Advisors | 14,843 | $259.0K | 0.01% | +14,843 | New |
| Royal Bank of Canada | 14,906 | $259.0K | 0.00% | −834−5.3% | Reduced |
| Janney Montgomery Scott LLC | 13,660 | $244.0K | 0.00% | +12+0.1% | Added |
| Snowden Capital Advisors LLC | 13,349 | $232.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 13,273 | $232.0K | 0.00% | +791+6.3% | Added |
| Natixis | 12,725 | $222.0K | 0.00% | +12,725 | New |
| Group One Trading, L.P. | 12,612 | $220.0K | 0.01% | +12,612 | New |
| Blair William & Co | 12,421 | $217.0K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,445 | $217.0K | 0.12% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 12,361 | $216.0K | 0.01% | −7,011−36.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,315 | $180.0K | 0.00% | +10,315 | New |
| Susquehanna International Group, LLP | 10,000 | $175.0K | 0.00% | −11,796−54.1% | Reduced |
| Wells Fargo & Company | 8,376 | $146.0K | 0.00% | −3,499−29.5% | Reduced |
| Belpointe Asset Management LLC | 8,265 | $144.0K | 0.01% | +747+9.9% | Added |
| Acadian Asset Management LLC | 7,768 | $136.0K | 0.00% | +7,768 | New |
| Brown Brothers Harriman & Co | 5,337 | $93.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,852 | $85.0K | 0.02% | +32+0.7% | Added |
| JPMorgan Chase & Co | 2,900 | $50.0K | 0.00% | +1,900+190.0% | Added |
| PEAK6 Investments LLC | 2,480 | $43.0K | 0.00% | +2,480 | New |
| Aquatic Capital Management LLC | 1,900 | $33.0K | 0.01% | +1,900 | New |
| Chilton Capital Management LLC | 1,800 | $31.0K | 0.00% | +1,800 | New |
| Cedar Wealth Management, LLC | 1,742 | $30.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,350 | $24.0K | 0.00% | +1,350 | New |
| Lazard Asset Management LLC | 1,415 | $24.0K | 0.00% | +1,415 | New |
| Activest Wealth Management | 1,150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,113 | $19.0K | 0.00% | +230+26.0% | Added |
| Hanson & Doremus Investment Management | 635 | $11.0K | 0.00% | +635 | New |
| Laurel Wealth Advisors LLC | 413 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 222 | $4.00K | 0.00% | −1,288−85.3% | Reduced |
| Sound Income Strategies, LLC | 175 | $3.00K | 0.00% | +175 | New |
| Patriot Financial Group Insurance Agency, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $0 | 0.00% | +17 | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −34,857−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −33,609−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −27,694−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Titleist Asset Management, Ltd. | 0 | $0 | 0.00% | −14,926−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,972−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −11,755−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |