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, Q4 2023
Institutional positions in Fidus Investment Corp as of Dec 31, 2023. 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
- 117
- +10 vs. Q3 2023
- Shares held
- 8.82M
- +1.83M (+26.2%) vs. Q3 2023
- Total value
- $173.7M
- +$39.6M (+29.6%) vs. Q3 2023
- New holders
- 15
- 48 more added
- Sold out
- 5
- 30 more reduced
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 2,880 | $56.7K | 0.05% | +2,880 | New |
| Spire Wealth Management | 2,351 | $46.2K | 0.00% | +613+35.3% | Added |
| Capital Advisors, Ltd. LLC | 2,250 | $44.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,300 | $25.6K | 0.00% | −6,000−82.2% | Reduced |
| Activest Wealth Management | 1,150 | $22.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,062 | $20.9K | 0.00% | −2,014−65.5% | Reduced |
| Hanson & Doremus Investment Management | 1,035 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 992 | $19.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 750 | $14.8K | 0.00% | −600−44.4% | Reduced |
| Advisory Services Network, LLC | 659 | $13.0K | 0.00% | +659 | New |
| Citigroup Inc | 509 | $10.0K | 0.00% | +307+152.0% | Added |
| NBC Securities, Inc. | 515 | $10.0K | 0.00% | +144+38.8% | Added |
| Laurel Wealth Advisors LLC | 413 | $8.13K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 272 | $5.36K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 153 | $3.01K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Advisory Research Inc | 0 | $0 | 0.00% | −48,002−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −32,427−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,662−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,653−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −381−100.0% | Sold out |