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 2024
Institutional positions in Fidus Investment Corp as of Jun 30, 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
- 115
- +7 vs. Q1 2024
- Shares held
- 7.83M
- −376.1K (−4.6%) vs. Q1 2024
- Total value
- $152.5M
- −$9.39M (−5.8%) vs. Q1 2024
- New holders
- 14
- 41 more added
- Sold out
- 7
- 35 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 725,873 | $14.1M | 0.02% | +125,011+20.8% | Added |
| Two Sigma Advisers, LP | 565,313 | $11.0M | 0.02% | +183,400+48.0% | Added |
| Raymond James & Associates | 556,953 | $10.8M | 0.01% | −421−0.1% | Reduced |
| Invesco Ltd. | 546,520 | $10.6M | 0.00% | −57,973−9.6% | Reduced |
| Two Sigma Investments, LP | 454,918 | $8.86M | 0.02% | +76,930+20.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 415,106 | $8.09M | 0.01% | −17,717−4.1% | Reduced |
| Morgan Stanley | 396,806 | $7.73M | 0.00% | −747,544−65.3% | Reduced |
| Legal & General Group Plc | 247,313 | $4.82M | 0.00% | +7,105+3.0% | Added |
| Cetera Investment Advisers | 233,826 | $4.55M | 0.01% | +35,861+18.1% | Added |
| Envestnet Asset Management Inc | 225,904 | $4.40M | 0.00% | +33,474+17.4% | Added |
| Advisors Asset Management, Inc. | 190,237 | $3.71M | 0.07% | −16,854−8.1% | Reduced |
| Novare Capital Management LLC | 189,160 | $3.68M | 0.33% | −300−0.2% | Reduced |
| PFG Advisors | 178,404 | $3.48M | 0.23% | +6,735+3.9% | Added |
| Millennium Management LLC | 158,480 | $3.09M | 0.00% | −167,500−51.4% | Reduced |
| GWM Advisors LLC | 122,359 | $2.38M | 0.02% | +10,364+9.3% | Added |
| GraniteShares Advisors LLC | 98,076 | $1.91M | 0.64% | +12,232+14.2% | Added |
| BlackRock Inc. | 95,792 | $1.87M | 0.00% | −207−0.2% | Reduced |
| Qube Research & Technologies Ltd | 92,319 | $1.80M | 0.00% | +53,106+135.4% | Added |
| Ameriprise Financial Inc | 92,313 | $1.80M | 0.00% | −4,638−4.8% | Reduced |
| Davis Investment Partners, LLC | 90,763 | $1.79M | 0.74% | −5,555−5.8% | Reduced |
| MGB Wealth Management, LLC | 88,054 | $1.74M | 0.65% | +598+0.7% | Added |
| Franklin Resources Inc | 85,046 | $1.66M | 0.00% | +23,712+38.7% | Added |
| FJ Capital Management LLC | 82,266 | $1.60M | 0.17% | −21,738−20.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 78,060 | $1.52M | 0.39% | +78,060 | New |
| LPL Financial LLC | 76,021 | $1.48M | 0.00% | −2,245−2.9% | Reduced |
| UBS Group AG | 68,247 | $1.33M | 0.00% | +197+0.3% | Added |
| Muzinich & Co., Inc. | 67,341 | $1.31M | 1.05% | +2,300+3.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 65,706 | $1.28M | 0.00% | 00.0% | Unchanged |
| WT Wealth Management | 59,922 | $1.17M | 0.40% | −6,072−9.2% | Reduced |
| Raymond James Trust N.A. | 56,338 | $1.10M | 0.03% | +18,638+49.4% | Added |
| Palogic Value Management, L.P. | 56,297 | $1.10M | 0.46% | +1,467+2.7% | Added |
| Enterprise Bank & Trust Co | 55,912 | $1.09M | 0.37% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 54,127 | $1.05M | 0.45% | +9,279+20.7% | Added |
| IHT Wealth Management, LLC | 52,034 | $1.01M | 0.04% | +4,997+10.6% | Added |
| Capital Investment Advisory Services, LLC | 50,385 | $981.5K | 0.10% | +7,101+16.4% | Added |
| Virtus ETF Advisers LLC | 46,159 | $899.2K | 0.44% | +15,077+48.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,750 | $891.2K | 0.05% | +45,750 | New |
| Truist Financial Corp | 44,160 | $860.2K | 0.00% | −3,523−7.4% | Reduced |
| Barclays PLC | 43,129 | $840.2K | 0.00% | −17,286−28.6% | Reduced |
| Trexquant Investment LP | 41,782 | $813.9K | 0.01% | −2,475−5.6% | Reduced |
| Davenport & Co LLC | 37,737 | $735.1K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 34,682 | $675.6K | 0.07% | +21,779+168.8% | Added |
| HighTower Advisors, LLC | 33,263 | $648.0K | 0.00% | +433+1.3% | Added |
| Citadel Advisors LLC | 33,255 | $647.8K | 0.00% | +2,197+7.1% | Added |
| Level Four Advisory Services, LLC | 32,897 | $640.8K | 0.03% | +4,605+16.3% | Added |
| Hexagon Capital Partners LLC | 31,750 | $618.5K | 0.13% | 00.0% | Unchanged |
| HRT Financial LP | 31,743 | $618.0K | 0.00% | −2,773−8.0% | Reduced |
| Commonwealth Equity Services, LLC | 28,801 | $561.0K | 0.00% | +2,272+8.6% | Added |
| JPMorgan Chase & Co | 28,428 | $553.8K | 0.00% | +16,028+129.3% | Added |
| Kingfisher Capital LLC | 26,572 | $518.0K | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 25,867 | $503.9K | 0.00% | +2,120+8.9% | Added |
| Great West Life Assurance Co | 24,877 | $485.0K | 0.00% | +400+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 23,962 | $466.8K | 0.00% | +313+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,666 | $461.0K | 0.00% | +12,958+121.0% | Added |
| Susquehanna International Group, LLP | 23,494 | $457.7K | 0.00% | +5,657+31.7% | Added |
| Summit Trail Advisors, LLC | 22,502 | $438.3K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 21,156 | $412.1K | 0.13% | −3,674−14.8% | Reduced |
| Clearstead Advisors, LLC | 20,320 | $395.8K | 0.01% | +20,320 | New |
| Prospera Financial Services Inc | 20,172 | $393.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,376 | $377.4K | 0.00% | −2,172−10.1% | Reduced |
| Stifel Financial Corp | 19,240 | $374.8K | 0.00% | +262+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 18,318 | $356.8K | 0.00% | −56,969−75.7% | Reduced |
| Bank of America Corp | 17,742 | $345.6K | 0.00% | −345−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 17,599 | $342.8K | 0.03% | +1,662+10.4% | Added |
| Wells Fargo & Company | 17,497 | $340.8K | 0.00% | +13,158+303.2% | Added |
| Koss-Olinger Consulting, LLC | 17,205 | $335.0K | 0.03% | +17,205 | New |
| Grimes & Company, Inc. | 15,840 | $308.6K | 0.01% | +15,840 | New |
| Oppenheimer & Co Inc | 15,492 | $301.8K | 0.00% | +10.0% | Added |
| Goldman Sachs Group Inc | 14,380 | $280.1K | 0.00% | +14,380 | New |
| Campbell & CO Investment Adviser LLC | 14,092 | $274.5K | 0.02% | +14,092 | New |
| Optimum Investment Advisors | 13,900 | $270.8K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,700 | $266.9K | 0.01% | +13,700 | New |
| HB Wealth Management, LLC | 13,599 | $264.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,129 | $256.0K | 0.00% | −26,300−66.7% | Reduced |
| Bragg Financial Advisors, Inc | 13,011 | $253.5K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,866 | $250.6K | 0.00% | +2,140+20.0% | Added |
| Lakeview Capital Partners, LLC | 12,445 | $245.7K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,156 | $237.0K | 0.00% | +1,618+15.4% | Added |
| Natixis | 11,283 | $220.7K | 0.00% | +358+3.3% | Added |
| Advisory Research Inc | 10,321 | $201.1K | 0.04% | −166−1.6% | Reduced |
| Jane Street Group, LLC | 10,225 | $199.2K | 0.00% | +10,225 | New |
| Aquatic Capital Management LLC | 9,700 | $189.0K | 0.01% | −13,000−57.3% | Reduced |
| Sound Income Strategies, LLC | 7,712 | $150.2K | 0.01% | −1,262−14.1% | Reduced |
| IFP Advisors, Inc | 7,334 | $142.9K | 0.01% | +7,334 | New |
| Quantbot Technologies LP | 6,806 | $132.6K | 0.01% | −7,982−54.0% | Reduced |
| Farther Finance Advisors, LLC | 6,041 | $117.7K | 0.01% | +6,041 | New |
| Arlington Trust Co LLC | 6,000 | $116.9K | 0.03% | +6,000 | New |
| Brown Brothers Harriman & Co | 5,337 | $104.0K | 0.00% | −2,210−29.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,092 | $99.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,596 | $70.4K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,976 | $58.0K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,765 | $53.9K | 0.05% | −285−9.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,750 | $53.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,250 | $44.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,019 | $39.3K | 0.00% | −1,505−42.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,640 | $32.4K | 0.02% | +1,640 | New |
| Gilliland Jeter Wealth Management LLC | 1,500 | $29.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,328 | $25.9K | 0.01% | −127−8.7% | Reduced |
| Citigroup Inc | 1,154 | $22.5K | 0.00% | +388+50.7% | Added |
| Activest Wealth Management | 1,150 | $22.4K | 0.01% | 00.0% | Unchanged |