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 2024
Institutional positions in Fidus Investment Corp as of Mar 31, 2024. 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
- 109
- −7 vs. Q4 2023
- Shares held
- 7.45M
- −1.33M (−15.2%) vs. Q4 2023
- Total value
- $147.0M
- −$25.9M (−15.0%) vs. Q4 2023
- New holders
- 14
- 38 more added
- Sold out
- 21
- 34 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $504 | 0.00% | +26 | New |
| FMR LLC | 31 | $612 | 0.00% | +31 | New |
| Geneos Wealth Management Inc. | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 236 | $4.66K | 0.00% | −826−77.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 272 | $5.37K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 275 | $5.43K | 0.00% | −4,585−94.3% | Reduced |
| Laurel Wealth Advisors LLC | 413 | $8.15K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 500 | $9.87K | 0.00% | −800−61.5% | Reduced |
| NBC Securities, Inc. | 533 | $11.0K | 0.00% | +18+3.5% | Added |
| Citigroup Inc | 766 | $15.1K | 0.00% | +257+50.5% | Added |
| First Horizon Advisors, Inc. | 796 | $15.7K | 0.00% | −2,731−77.4% | Reduced |
| Cedar Wealth Management, LLC | 992 | $19.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $19.6K | 0.00% | +1,000 | New |
| Activest Wealth Management | 1,150 | $22.7K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,300 | $25.7K | 0.00% | +1,300 | New |
| Quarry LP | 1,455 | $28.7K | 0.01% | +1,455 | New |
| Gilliland Jeter Wealth Management LLC | 1,500 | $29.6K | 0.01% | +1,500 | New |
| Capital Advisors, Ltd. LLC | 2,250 | $44.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,281 | $45.0K | 0.04% | +2,281 | New |
| Spire Wealth Management | 2,351 | $46.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,750 | $54.3K | 0.00% | +2,000+266.7% | Added |
| RFP Financial Group LLC | 2,976 | $58.7K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,050 | $60.2K | 0.06% | +170+5.9% | Added |
| Comerica Bank | 3,524 | $69.6K | 0.00% | −85−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,596 | $73.2K | 0.01% | +3,596 | New |
| Wells Fargo & Company | 4,339 | $85.6K | 0.00% | −6,369−59.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,667 | $92.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,092 | $100.5K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,200 | $122.4K | 0.00% | +2,599+72.2% | Added |
| Brown Brothers Harriman & Co | 7,547 | $149.0K | 0.00% | −2,210−22.7% | Reduced |
| Sound Income Strategies, LLC | 8,974 | $177.1K | 0.01% | +721+8.7% | Added |
| Advisory Research Inc | 10,487 | $207.0K | 0.04% | +10,487 | New |
| Royal Bank of Canada | 10,538 | $208.0K | 0.00% | −1,424−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,708 | $211.0K | 0.00% | −2,033−16.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,726 | $211.7K | 0.00% | −10.0% | Reduced |
| Natixis | 10,925 | $216.2K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,344 | $237.0K | 0.01% | −3,581−22.5% | Reduced |
| Blair William & Co | 12,421 | $245.2K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,445 | $245.7K | 0.04% | 00.0% | Unchanged |
| Atom Investors LP | 12,903 | $254.7K | 0.03% | +12,903 | New |
| Bragg Financial Advisors, Inc | 13,011 | $256.8K | 0.01% | −1,000−7.1% | Reduced |
| HB Wealth Management, LLC | 13,599 | $268.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 13,900 | $274.4K | 0.13% | −1,500−9.7% | Reduced |
| Quantbot Technologies LP | 14,788 | $291.9K | 0.02% | +3,231+28.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 14,907 | $294.3K | 0.01% | +3,805+34.3% | Added |
| Oppenheimer & Co Inc | 15,491 | $305.8K | 0.01% | −1,144−6.9% | Reduced |
| Cornerstone Wealth Management, LLC | 15,937 | $314.6K | 0.03% | +4,686+41.6% | Added |
| Susquehanna International Group, LLP | 17,837 | $352.1K | 0.00% | −3,004−14.4% | Reduced |
| Bank of America Corp | 18,087 | $357.0K | 0.00% | −877−4.6% | Reduced |
| Stifel Financial Corp | 18,978 | $374.6K | 0.00% | −687−3.5% | Reduced |
| Prospera Financial Services Inc | 20,172 | $398.2K | 0.01% | +206+1.0% | Added |
| Advisor Group Holdings, Inc. | 21,548 | $425.4K | 0.00% | −4,405−17.0% | Reduced |
| Summit Trail Advisors, LLC | 22,502 | $444.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 22,700 | $448.1K | 0.01% | +6,200+37.6% | Added |
| Steward Partners Investment Advisory, LLC | 23,649 | $466.8K | 0.01% | +1,726+7.9% | Added |
| D.A. Davidson & Co. | 23,747 | $468.8K | 0.00% | +4,280+22.0% | Added |
| Great West Life Assurance Co | 24,477 | $484.0K | 0.00% | +2,348+10.6% | Added |
| Oak Harbor Wealth Partners, LLC | 24,830 | $490.1K | 0.15% | +243+1.0% | Added |
| Commonwealth Equity Services, LLC | 26,529 | $524.0K | 0.00% | +8,903+50.5% | Added |
| Kingfisher Capital LLC | 26,572 | $525.0K | 0.13% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 28,292 | $557.1K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 31,058 | $613.1K | 0.00% | −165,667−84.2% | Reduced |
| Virtus ETF Advisers LLC | 31,082 | $613.6K | 0.33% | +10,085+48.0% | Added |
| Jump Financial, LLC | 31,100 | $613.9K | 0.02% | −15,796−33.7% | Reduced |
| Hexagon Capital Partners LLC | 31,750 | $626.7K | 0.14% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 32,830 | $648.0K | 0.00% | +2,292+7.5% | Added |
| HRT Financial LP | 34,516 | $681.0K | 0.00% | +34,516 | New |
| Raymond James Trust N.A. | 37,700 | $744.2K | 0.02% | −1,888−4.8% | Reduced |
| Davenport & Co LLC | 37,737 | $744.9K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 39,213 | $774.1K | 0.00% | +28,109+253.1% | Added |
| Janney Montgomery Scott LLC | 39,429 | $778.0K | 0.00% | +500+1.3% | Added |
| Capital Investment Advisory Services, LLC | 43,284 | $854.4K | 0.09% | +3,184+7.9% | Added |
| Trexquant Investment LP | 44,257 | $873.6K | 0.02% | −32,538−42.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 44,848 | $885.3K | 0.42% | −628−1.4% | Reduced |
| IHT Wealth Management, LLC | 47,037 | $928.5K | 0.04% | +7,458+18.8% | Added |
| Truist Financial Corp | 47,683 | $941.3K | 0.00% | +2,765+6.2% | Added |
| Palogic Value Management, L.P. | 54,830 | $1.08M | 0.47% | +3,767+7.4% | Added |
| Enterprise Bank & Trust Co | 55,912 | $1.10M | 0.38% | 00.0% | Unchanged |
| Barclays PLC | 60,415 | $1.19M | 0.00% | +60,415 | New |
| Franklin Resources Inc | 61,334 | $1.21M | 0.00% | +61,334 | New |
| Muzinich & Co., Inc. | 65,041 | $1.28M | 1.11% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 65,706 | $1.30M | 0.00% | +2,300+3.6% | Added |
| WT Wealth Management | 65,994 | $1.30M | 0.47% | −1,274−1.9% | Reduced |
| UBS Group AG | 68,050 | $1.34M | 0.00% | +4,935+7.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 75,287 | $1.49M | 0.01% | −20,106−21.1% | Reduced |
| LPL Financial LLC | 78,266 | $1.54M | 0.00% | +5,867+8.1% | Added |
| GraniteShares Advisors LLC | 85,844 | $1.69M | 0.90% | +10,920+14.6% | Added |
| MGB Wealth Management, LLC | 87,456 | $1.72M | 0.70% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 88,089 | $1.74M | 0.03% | −91,067−50.8% | Reduced |
| Davis Investment Partners, LLC | 96,318 | $1.89M | 0.83% | +200+0.2% | Added |
| BlackRock Inc. | 95,999 | $1.90M | 0.00% | +6,831+7.7% | Added |
| Ameriprise Financial Inc | 96,951 | $1.91M | 0.00% | −4,861−4.8% | Reduced |
| FJ Capital Management LLC | 104,004 | $2.05M | 0.21% | +104,004 | New |
| GWM Advisors LLC | 111,995 | $2.21M | 0.02% | +7,859+7.5% | Added |
| PFG Advisors | 171,669 | $3.39M | 0.25% | −160−0.1% | Reduced |
| Novare Capital Management LLC | 189,460 | $3.74M | 0.34% | +7,162+3.9% | Added |
| Envestnet Asset Management Inc | 192,430 | $3.80M | 0.00% | +22,469+13.2% | Added |
| Cetera Investment Advisers | 197,965 | $3.91M | 0.01% | +58,768+42.2% | Added |
| Advisors Asset Management, Inc. | 207,091 | $4.09M | 0.08% | +8,768+4.4% | Added |