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, Q3 2024
Institutional positions in Fidus Investment Corp as of Sep 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
- 111
- −3 vs. Q2 2024
- Shares held
- 7.67M
- −42.5K (−0.6%) vs. Q2 2024
- Total value
- $150.3M
- −$53.4K (0.0%) vs. Q2 2024
- New holders
- 13
- 47 more added
- Sold out
- 16
- 35 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 809,411 | $15.8M | 0.02% | +83,538+11.5% | Added |
| Invesco Ltd. | 604,987 | $11.9M | 0.00% | +58,467+10.7% | Added |
| Raymond James & Associates | 547,181 | $10.7M | 0.01% | −9,772−1.8% | Reduced |
| Morgan Stanley | 446,574 | $8.75M | 0.00% | +49,768+12.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 398,695 | $7.81M | 0.01% | −16,411−4.0% | Reduced |
| Two Sigma Advisers, LP | 347,113 | $6.80M | 0.02% | −218,200−38.6% | Reduced |
| Two Sigma Investments, LP | 316,258 | $6.20M | 0.01% | −138,660−30.5% | Reduced |
| Cetera Investment Advisers | 255,387 | $5.01M | 0.01% | +21,561+9.2% | Added |
| Envestnet Asset Management Inc | 250,352 | $4.91M | 0.00% | +24,448+10.8% | Added |
| Legal & General Group Plc | 224,675 | $4.40M | 0.00% | −22,638−9.2% | Reduced |
| Advisors Asset Management, Inc. | 208,166 | $4.08M | 0.07% | +17,929+9.4% | Added |
| Novare Capital Management LLC | 189,485 | $3.71M | 0.31% | +325+0.2% | Added |
| PFG Advisors | 181,172 | $3.55M | 0.22% | +2,768+1.6% | Added |
| Millennium Management LLC | 157,259 | $3.08M | 0.00% | −1,221−0.8% | Reduced |
| GWM Advisors LLC | 134,959 | $2.65M | 0.02% | +12,600+10.3% | Added |
| GraniteShares Advisors LLC | 117,107 | $2.30M | 1.55% | +19,031+19.4% | Added |
| Trexquant Investment LP | 116,884 | $2.29M | 0.03% | +75,102+179.7% | Added |
| Franklin Resources Inc | 116,472 | $2.27M | 0.00% | +31,426+37.0% | Added |
| BlackRock, Inc. | 111,277 | $2.18M | 0.00% | +111,277 | New |
| Davis Investment Partners, LLC | 90,263 | $1.75M | 0.73% | −500−0.6% | Reduced |
| Ameriprise Financial Inc | 88,380 | $1.73M | 0.00% | −3,933−4.3% | Reduced |
| MGB Wealth Management, LLC | 87,954 | $1.72M | 0.63% | −100−0.1% | Reduced |
| LPL Financial LLC | 76,912 | $1.51M | 0.00% | +891+1.2% | Added |
| Legacy Capital Wealth Partners, LLC | 74,719 | $1.46M | 0.29% | −3,341−4.3% | Reduced |
| Qube Research & Technologies Ltd | 72,669 | $1.42M | 0.00% | −19,650−21.3% | Reduced |
| Muzinich & Co., Inc. | 72,643 | $1.42M | 1.12% | +5,302+7.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 71,008 | $1.39M | 0.00% | +5,302+8.1% | Added |
| UBS Group AG | 68,637 | $1.35M | 0.00% | +390+0.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 62,815 | $1.23M | 0.49% | +8,688+16.1% | Added |
| Capital Investment Advisory Services, LLC | 58,475 | $1.15M | 0.11% | +8,090+16.1% | Added |
| WT Wealth Management | 57,639 | $1.13M | 0.36% | −2,283−3.8% | Reduced |
| Palogic Value Management, L.P. | 57,018 | $1.12M | 0.45% | +721+1.3% | Added |
| Enterprise Bank & Trust Co | 55,912 | $1.10M | 0.35% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 54,921 | $1.08M | 0.03% | +2,887+5.5% | Added |
| Campbell & CO Investment Adviser LLC | 49,813 | $976.3K | 0.07% | +35,721+253.5% | Added |
| Truist Financial Corp | 46,559 | $912.6K | 0.00% | +2,399+5.4% | Added |
| Raymond James Trust N.A. | 42,845 | $839.8K | 0.02% | −13,493−24.0% | Reduced |
| Virtus ETF Advisers LLC | 37,344 | $731.9K | 0.34% | −8,815−19.1% | Reduced |
| Level Four Advisory Services, LLC | 36,658 | $714.8K | 0.03% | +3,761+11.4% | Added |
| Davenport & Co LLC | 36,237 | $710.2K | 0.00% | −1,500−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,863 | $683.3K | 0.03% | +34,863 | New |
| HighTower Advisors, LLC | 33,263 | $652.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31,787 | $623.0K | 0.12% | +37+0.1% | Added |
| Commonwealth Equity Services, LLC | 29,042 | $569.0K | 0.00% | +241+0.8% | Added |
| Great West Life Assurance Co | 26,887 | $528.0K | 0.00% | +2,010+8.1% | Added |
| D.A. Davidson & Co. | 26,898 | $527.2K | 0.00% | +1,031+4.0% | Added |
| Kingfisher Capital LLC | 26,572 | $520.8K | 0.12% | 00.0% | Unchanged |
| Natixis | 25,984 | $509.0K | 0.00% | +14,701+130.3% | Added |
| Schonfeld Strategic Advisors LLC | 24,300 | $476.3K | 0.00% | +24,300 | New |
| Neuberger Berman Group LLC | 24,184 | $474.0K | 0.00% | +24,184 | New |
| Cambridge Investment Research Advisors, Inc. | 23,320 | $457.0K | 0.00% | −346−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,702 | $444.9K | 0.00% | −1,260−5.3% | Reduced |
| Summit Trail Advisors, LLC | 22,502 | $441.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 21,599 | $423.3K | 0.00% | +21,599 | New |
| Oak Harbor Wealth Partners, LLC | 20,981 | $411.2K | 0.12% | −175−0.8% | Reduced |
| Clearstead Advisors, LLC | 20,406 | $399.9K | 0.01% | +86+0.4% | Added |
| Prospera Financial Services Inc | 19,966 | $391.3K | 0.01% | −206−1.0% | Reduced |
| Cornerstone Wealth Management, LLC | 19,437 | $381.0K | 0.03% | +1,838+10.4% | Added |
| Stifel Financial Corp | 18,829 | $369.0K | 0.00% | −411−2.1% | Reduced |
| Grimes & Company, Inc. | 18,582 | $364.2K | 0.01% | +2,742+17.3% | Added |
| Northern Trust Corp | 18,090 | $354.6K | 0.00% | +18,090 | New |
| Bank of America Corp | 17,390 | $340.8K | 0.00% | −352−2.0% | Reduced |
| Optimum Investment Advisors | 17,325 | $339.6K | 0.15% | +3,425+24.6% | Added |
| Koss-Olinger Consulting, LLC | 17,205 | $337.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,709 | $307.9K | 0.00% | +217+1.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,655 | $306.8K | 0.02% | −30,095−65.8% | Reduced |
| Greenland Capital Management LP | 15,000 | $294.0K | 0.05% | +15,000 | New |
| Independent Financial Group, LLC | 14,600 | $286.2K | 0.01% | +900+6.6% | Added |
| Wells Fargo & Company | 13,809 | $270.7K | 0.00% | −3,688−21.1% | Reduced |
| Paloma Partners Management Co | 13,664 | $267.8K | 0.01% | +13,664 | New |
| HB Wealth Management, LLC | 13,599 | $266.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,418 | $263.0K | 0.00% | −5,958−30.7% | Reduced |
| Royal Bank of Canada | 13,454 | $263.0K | 0.00% | +1,298+10.7% | Added |
| Bragg Financial Advisors, Inc | 13,011 | $255.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,674 | $248.4K | 0.00% | +12,674 | New |
| Wealth Enhancement Advisory Services, LLC | 12,267 | $240.4K | 0.00% | −599−4.7% | Reduced |
| Lakeview Capital Partners, LLC | 11,525 | $225.9K | 0.04% | −920−7.4% | Reduced |
| Janney Montgomery Scott LLC | 10,729 | $210.0K | 0.00% | −2,400−18.3% | Reduced |
| Advisory Research Inc | 10,705 | $209.8K | 0.04% | +384+3.7% | Added |
| Eagle Global Advisors LLC | 10,510 | $206.0K | 0.01% | +10,510 | New |
| HRT Financial LP | 10,308 | $202.0K | 0.00% | −21,435−67.5% | Reduced |
| Farther Finance Advisors, LLC | 7,467 | $146.4K | 0.01% | +1,426+23.6% | Added |
| Quantbot Technologies LP | 6,934 | $135.9K | 0.01% | +128+1.9% | Added |
| Brown Brothers Harriman & Co | 5,337 | $104.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,033 | $98.6K | 0.01% | −2,679−34.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,865 | $95.3K | 0.01% | −227−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,596 | $70.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,287 | $64.4K | 0.00% | −29,968−90.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,040 | $59.6K | 0.05% | +275+9.9% | Added |
| McIlrath & Eck, LLC | 3,025 | $59.3K | 0.01% | +3,025 | New |
| Capital Advisors, Ltd. LLC | 2,250 | $44.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,194 | $43.0K | 0.00% | +175+8.7% | Added |
| Gilliland Jeter Wealth Management LLC | 1,500 | $29.4K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,446 | $28.3K | 0.00% | +292+25.3% | Added |
| CIBC Private Wealth Group, LLC | 1,267 | $24.8K | 0.00% | +267+26.7% | Added |
| JPMorgan Chase & Co | 1,000 | $19.6K | 0.00% | −13,214−93.0% | Reduced |
| Cedar Wealth Management, LLC | 992 | $19.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 883 | $17.3K | 0.01% | +219+33.0% | Added |
| First Horizon Advisors, Inc. | 758 | $14.9K | 0.00% | +19+2.6% | Added |
| The PNC Financial Services Group, Inc. | 750 | $14.7K | 0.00% | −2,000−72.7% | Reduced |