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, 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
- −$10.9M (−11.8%) 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 | $164.4M |
| Q1 2026 | 142 | $172.6M |
| Q4 2025 | 149 | $194.3M |
| Q3 2025 | 130 | $194.1M |
| Q2 2025 | 121 | $182.6M |
| Q1 2025 | 121 | $180.0M |
| Q4 2024 | 112 | $167.7M |
| Q3 2024 | 111 | $150.3M |
| Q2 2024 | 115 | $152.2M |
| Q1 2024 | 109 | $147.0M |
| Q4 2023 | 117 | $173.7M |
| 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 | $92.4M |
| Q4 2021 | 75 | $89.5M |
| Q3 2021 | 78 | $92.6M |
| Q2 2021 | 73 | $96.5M |
| Q1 2021 | 81 | $93.6M |
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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 17 | $0 | 0.00% | +17 | New |
| Geneos Wealth Management Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 175 | $3.00K | 0.00% | +175 | New |
| Meeder Asset Management Inc | 222 | $4.00K | 0.00% | −1,288−85.3% | Reduced |
| Laurel Wealth Advisors LLC | 413 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 635 | $11.0K | 0.00% | +635 | New |
| Tower Research Capital LLC (TRC) | 1,113 | $19.0K | 0.00% | +230+26.0% | Added |
| Cornerstone Management, Inc. | 1,100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,150 | $20.0K | 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 |
| Cedar Wealth Management, LLC | 1,742 | $30.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,800 | $31.0K | 0.00% | +1,800 | New |
| Aquatic Capital Management LLC | 1,900 | $33.0K | 0.01% | +1,900 | New |
| PEAK6 Investments LLC | 2,480 | $43.0K | 0.00% | +2,480 | New |
| JPMorgan Chase & Co | 2,900 | $50.0K | 0.00% | +1,900+190.0% | Added |
| GPS Wealth Strategies Group, LLC | 4,852 | $85.0K | 0.02% | +32+0.7% | Added |
| Brown Brothers Harriman & Co | 5,337 | $93.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,768 | $136.0K | 0.00% | +7,768 | New |
| Belpointe Asset Management LLC | 8,265 | $144.0K | 0.01% | +747+9.9% | Added |
| Wells Fargo & Company | 8,376 | $146.0K | 0.00% | −3,499−29.5% | Reduced |
| Susquehanna International Group, LLP | 10,000 | $175.0K | 0.00% | −11,796−54.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,315 | $180.0K | 0.00% | +10,315 | New |
| Prospera Financial Services Inc | 12,361 | $216.0K | 0.01% | −7,011−36.2% | Reduced |
| 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 |
| Group One Trading, L.P. | 12,612 | $220.0K | 0.01% | +12,612 | New |
| Natixis | 12,725 | $222.0K | 0.00% | +12,725 | New |
| 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 |
| Janney Montgomery Scott LLC | 13,660 | $244.0K | 0.00% | +12+0.1% | Added |
| Royal Bank of Canada | 14,906 | $259.0K | 0.00% | −834−5.3% | Reduced |
| American Portfolios Advisors | 14,843 | $259.0K | 0.01% | +14,843 | New |
| Bank of America Corp | 15,921 | $278.0K | 0.00% | +2,885+22.1% | Added |
| O'Shaughnessy Asset Management, LLC | 16,855 | $294.0K | 0.01% | +16,855 | New |
| 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 |
| Bragg Financial Advisors, Inc | 18,011 | $314.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,082 | $333.0K | 0.00% | +1,577+9.0% | Added |
| Magnolia Capital Advisors LLC | 19,270 | $336.0K | 0.31% | −1,414−6.8% | Reduced |
| Oppenheimer & Co Inc | 20,390 | $356.0K | 0.01% | −3,491−14.6% | Reduced |
| D.A. Davidson & Co. | 21,834 | $381.0K | 0.00% | +334+1.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 21,950 | $383.0K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 22,502 | $393.0K | 0.02% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 22,603 | $394.0K | 0.11% | +547+2.5% | Added |
| Virtus ETF Advisers LLC | 23,719 | $414.0K | 0.15% | −6,531−21.6% | Reduced |
| Optimum Investment Advisors | 24,025 | $419.0K | 0.21% | 00.0% | Unchanged |
| Millennium Management LLC | 27,729 | $484.0K | 0.00% | −19,912−41.8% | Reduced |
| Advisor Group Holdings, Inc. | 28,435 | $496.0K | 0.00% | −1,052−3.6% | Reduced |
| Hexagon Capital Partners LLC | 28,500 | $497.0K | 0.15% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 28,650 | $500.0K | 0.04% | −2,620−8.4% | Reduced |
| National Asset Management, Inc. | 28,815 | $503.0K | 0.02% | +6,186+27.3% | Added |
| Great West Life Assurance Co | 28,825 | $504.0K | 0.00% | +19,699+215.9% | Added |
| Peterson Wealth Services | 28,935 | $505.0K | 0.36% | +28,935 | New |
| Cetera Advisor Networks LLC | 30,636 | $535.0K | 0.01% | +30,636 | New |
| 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 |
| Davenport & Co LLC | 31,849 | $556.0K | 0.00% | −1,400−4.2% | Reduced |
| 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 |
| LPL Financial LLC | 34,118 | $595.0K | 0.00% | +1,169+3.5% | Added |
| PFG Advisors | 37,497 | $654.0K | 0.07% | +37,497 | New |
| Mackenzie Financial Corp | 41,438 | $723.0K | 0.00% | −24,979−37.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 41,857 | $730.0K | 0.29% | −145−0.3% | Reduced |
| Advisory Research Inc | 47,033 | $821.0K | 0.08% | −3,169−6.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 51,783 | $904.0K | 0.06% | −1,943−3.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 52,773 | $921.0K | 0.46% | −156−0.3% | Reduced |
| Enterprise Bank & Trust Co | 55,912 | $976.0K | 0.44% | 00.0% | Unchanged |
| UBS Group AG | 57,518 | $1.00M | 0.00% | −1,434−2.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 55,105 | $1.07M | 0.64% | −1,790−3.1% | Reduced |
| GWM Advisors LLC | 63,664 | $1.11M | 0.02% | +3,122+5.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,018 | $1.20M | 0.00% | −30,294−30.5% | Reduced |
| Muzinich & Co., Inc. | 69,018 | $1.20M | 1.02% | −30,294−30.5% | Reduced |
| Truist Financial Corp | 71,106 | $1.24M | 0.00% | −123−0.2% | Reduced |
| Two Sigma Investments, LP | 112,800 | $1.97M | 0.01% | −5,007−4.3% | Reduced |
| Legal & General Group Plc | 146,157 | $2.56M | 0.00% | +12,143+9.1% | Added |
| Novare Capital Management LLC | 165,950 | $2.90M | 0.36% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 166,213 | $2.90M | 0.01% | +3,900+2.4% | Added |
| BlackRock Inc. | 180,011 | $3.14M | 0.00% | +24,495+15.8% | Added |
| Advisors Asset Management, Inc. | 259,006 | $4.52M | 0.08% | +259,006 | New |
| Van Eck Associates Corp | 329,011 | $5.74M | 0.02% | −239,095−42.1% | Reduced |
| Morgan Stanley | 353,467 | $6.17M | 0.00% | +20,226+6.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 582,022 | $10.2M | 0.02% | +30,894+5.6% | Added |
| Raymond James & Associates | 745,216 | $13.0M | 0.01% | −34,119−4.4% | Reduced |
| 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 |