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 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
- 7.81M
- +378.1K (+5.1%) vs. Q1 2024
- Total value
- $152.2M
- +$5.51M (+3.8%) vs. Q1 2024
- New holders
- 14
- 42 more added
- Sold out
- 7
- 34 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 | $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 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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $508 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 51 | $993 | 0.00% | −49−49.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 272 | $5.30K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 398 | $7.75K | 0.00% | +398 | New |
| Laurel Wealth Advisors LLC | 413 | $8.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 456 | $8.88K | 0.00% | −4,211−90.2% | Reduced |
| Spire Wealth Management | 500 | $9.74K | 0.00% | −1,851−78.7% | Reduced |
| Nisa Investment Advisors, LLC | 500 | $9.74K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 549 | $10.0K | 0.00% | +16+3.0% | Added |
| Quarry LP | 664 | $12.9K | 0.01% | −791−54.4% | Reduced |
| First Horizon Advisors, Inc. | 739 | $14.4K | 0.00% | −57−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 938 | $18.3K | 0.00% | +702+297.5% | Added |
| Cedar Wealth Management, LLC | 992 | $19.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,047 | $20.4K | 0.00% | −253−19.5% | Reduced |
| Activest Wealth Management | 1,150 | $22.4K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,154 | $22.5K | 0.00% | +388+50.7% | Added |
| Gilliland Jeter Wealth Management LLC | 1,500 | $29.2K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,640 | $32.4K | 0.02% | +1,640 | New |
| Comerica Bank | 2,019 | $39.3K | 0.00% | −1,505−42.7% | Reduced |
| Capital Advisors, Ltd. LLC | 2,250 | $44.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,750 | $53.6K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,765 | $53.9K | 0.05% | −285−9.3% | Reduced |
| RFP Financial Group LLC | 2,976 | $58.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,596 | $70.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,092 | $99.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,337 | $104.0K | 0.00% | −2,210−29.3% | Reduced |
| Arlington Trust Co LLC | 6,000 | $116.9K | 0.03% | +6,000 | New |
| Farther Finance Advisors, LLC | 6,041 | $117.7K | 0.01% | +6,041 | New |
| Quantbot Technologies LP | 6,806 | $132.6K | 0.01% | −7,982−54.0% | Reduced |
| IFP Advisors, Inc | 7,334 | $142.9K | 0.01% | +7,334 | New |
| Sound Income Strategies, LLC | 7,712 | $150.2K | 0.01% | −1,262−14.1% | Reduced |
| Aquatic Capital Management LLC | 9,700 | $189.0K | 0.01% | −13,000−57.3% | Reduced |
| Jane Street Group, LLC | 10,225 | $199.2K | 0.00% | +10,225 | New |
| Advisory Research Inc | 10,321 | $201.1K | 0.04% | −166−1.6% | Reduced |
| Natixis | 11,283 | $220.7K | 0.00% | +358+3.3% | Added |
| Royal Bank of Canada | 12,156 | $237.0K | 0.00% | +1,618+15.4% | Added |
| Lakeview Capital Partners, LLC | 12,445 | $245.7K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,866 | $250.6K | 0.00% | +2,140+20.0% | Added |
| Bragg Financial Advisors, Inc | 13,011 | $253.5K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,129 | $256.0K | 0.00% | −26,300−66.7% | Reduced |
| HB Wealth Management, LLC | 13,599 | $264.9K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,700 | $266.9K | 0.01% | +13,700 | New |
| Optimum Investment Advisors | 13,900 | $270.8K | 0.12% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 14,092 | $274.5K | 0.02% | +14,092 | New |
| JPMorgan Chase & Co | 14,214 | $276.9K | 0.00% | +8,014+129.3% | Added |
| Goldman Sachs Group Inc | 14,380 | $280.1K | 0.00% | +14,380 | New |
| Oppenheimer & Co Inc | 15,492 | $301.8K | 0.00% | +10.0% | Added |
| Grimes & Company, Inc. | 15,840 | $308.6K | 0.01% | +15,840 | New |
| Koss-Olinger Consulting, LLC | 17,205 | $335.0K | 0.03% | +17,205 | New |
| Wells Fargo & Company | 17,497 | $340.8K | 0.00% | +13,158+303.2% | Added |
| Cornerstone Wealth Management, LLC | 17,599 | $342.8K | 0.03% | +1,662+10.4% | Added |
| Bank of America Corp | 17,742 | $345.6K | 0.00% | −345−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,318 | $356.8K | 0.00% | −56,969−75.7% | Reduced |
| Stifel Financial Corp | 19,240 | $374.8K | 0.00% | +262+1.4% | Added |
| Advisor Group Holdings, Inc. | 19,376 | $377.4K | 0.00% | −2,172−10.1% | Reduced |
| Prospera Financial Services Inc | 20,172 | $393.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20,320 | $395.8K | 0.01% | +20,320 | New |
| Oak Harbor Wealth Partners, LLC | 21,156 | $412.1K | 0.13% | −3,674−14.8% | Reduced |
| Summit Trail Advisors, LLC | 22,502 | $438.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,494 | $457.7K | 0.00% | +5,657+31.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,666 | $461.0K | 0.00% | +12,958+121.0% | Added |
| Steward Partners Investment Advisory, LLC | 23,962 | $466.8K | 0.00% | +313+1.3% | Added |
| Great West Life Assurance Co | 24,877 | $485.0K | 0.00% | +400+1.6% | Added |
| D.A. Davidson & Co. | 25,867 | $503.9K | 0.00% | +2,120+8.9% | Added |
| Kingfisher Capital LLC | 26,572 | $518.0K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,801 | $561.0K | 0.00% | +2,272+8.6% | Added |
| HRT Financial LP | 31,743 | $618.0K | 0.00% | −2,773−8.0% | Reduced |
| Hexagon Capital Partners LLC | 31,750 | $618.5K | 0.13% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 32,897 | $640.8K | 0.03% | +4,605+16.3% | Added |
| Citadel Advisors LLC | 33,255 | $647.8K | 0.00% | +2,197+7.1% | Added |
| HighTower Advisors, LLC | 33,263 | $648.0K | 0.00% | +433+1.3% | Added |
| Atom Investors LP | 34,682 | $675.6K | 0.07% | +21,779+168.8% | Added |
| Davenport & Co LLC | 37,737 | $735.1K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 41,782 | $813.9K | 0.01% | −2,475−5.6% | Reduced |
| Barclays PLC | 43,129 | $840.2K | 0.00% | −17,286−28.6% | Reduced |
| Truist Financial Corp | 44,160 | $860.2K | 0.00% | −3,523−7.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,750 | $891.2K | 0.05% | +45,750 | New |
| Virtus ETF Advisers LLC | 46,159 | $899.2K | 0.44% | +15,077+48.5% | Added |
| Capital Investment Advisory Services, LLC | 50,385 | $981.5K | 0.10% | +7,101+16.4% | Added |
| IHT Wealth Management, LLC | 52,034 | $1.01M | 0.04% | +4,997+10.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 54,127 | $1.05M | 0.45% | +9,279+20.7% | Added |
| Enterprise Bank & Trust Co | 55,912 | $1.09M | 0.37% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 56,297 | $1.10M | 0.46% | +1,467+2.7% | Added |
| Raymond James Trust N.A. | 56,338 | $1.10M | 0.03% | +18,638+49.4% | Added |
| WT Wealth Management | 59,922 | $1.17M | 0.40% | −6,072−9.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 65,706 | $1.28M | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 67,341 | $1.31M | 1.05% | +2,300+3.5% | Added |
| UBS Group AG | 68,247 | $1.33M | 0.00% | +197+0.3% | Added |
| LPL Financial LLC | 76,021 | $1.48M | 0.00% | −2,245−2.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 78,060 | $1.52M | 0.39% | +78,060 | New |
| FJ Capital Management LLC | 82,266 | $1.60M | 0.17% | −21,738−20.9% | Reduced |
| Franklin Resources Inc | 85,046 | $1.66M | 0.00% | +23,712+38.7% | Added |
| MGB Wealth Management, LLC | 88,054 | $1.74M | 0.65% | +598+0.7% | Added |
| Davis Investment Partners, LLC | 90,763 | $1.79M | 0.74% | −5,555−5.8% | Reduced |
| Ameriprise Financial Inc | 92,313 | $1.80M | 0.00% | −4,638−4.8% | Reduced |
| Qube Research & Technologies Ltd | 92,319 | $1.80M | 0.00% | +53,106+135.4% | Added |
| BlackRock Inc. | 95,792 | $1.87M | 0.00% | −207−0.2% | Reduced |
| GraniteShares Advisors LLC | 98,076 | $1.91M | 0.64% | +12,232+14.2% | Added |