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, Q4 2024
Institutional positions in Fidus Investment Corp as of Dec 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
- 112
- +5 vs. Q3 2024
- Shares held
- 7.98M
- +1.32M (+19.8%) vs. Q3 2024
- Total value
- $167.7M
- +$37.3M (+28.6%) vs. Q3 2024
- New holders
- 20
- 46 more added
- Sold out
- 15
- 27 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 977,123 | $20.5M | 0.01% | +977,123 | New |
| Van Eck Associates Corp | 819,011 | $17.2M | 0.02% | +9,600+1.2% | Added |
| Invesco Ltd. | 540,466 | $11.4M | 0.00% | −64,521−10.7% | Reduced |
| Cetera Investment Advisers | 303,421 | $6.38M | 0.01% | +48,034+18.8% | Added |
| Envestnet Asset Management Inc | 300,799 | $6.32M | 0.00% | +50,447+20.2% | Added |
| Morgan Stanley | 284,105 | $5.97M | 0.00% | −162,469−36.4% | Reduced |
| Columbus Macro, LLC | 266,895 | $5.61M | 0.78% | +266,895 | New |
| Two Sigma Advisers, LP | 219,713 | $4.62M | 0.01% | −127,400−36.7% | Reduced |
| Legal & General Group Plc | 219,527 | $4.62M | 0.00% | −5,148−2.3% | Reduced |
| Two Sigma Investments, LP | 214,905 | $4.52M | 0.01% | −101,353−32.0% | Reduced |
| Advisors Asset Management, Inc. | 206,597 | $4.34M | 0.08% | −1,569−0.8% | Reduced |
| Baird Financial Group, Inc. | 193,707 | $4.07M | 0.01% | +193,707 | New |
| Novare Capital Management LLC | 189,315 | $3.98M | 0.34% | −170−0.1% | Reduced |
| PFG Advisors | 183,047 | $3.85M | 0.24% | +1,875+1.0% | Added |
| BlackRock, Inc. | 140,824 | $2.96M | 0.00% | +29,547+26.6% | Added |
| Franklin Resources Inc | 123,301 | $2.59M | 0.00% | +6,829+5.9% | Added |
| GWM Advisors LLC | 121,210 | $2.55M | 0.02% | −13,749−10.2% | Reduced |
| GraniteShares Advisors LLC | 116,719 | $2.45M | 1.55% | −388−0.3% | Reduced |
| UBS Group AG | 116,610 | $2.45M | 0.00% | +47,973+69.9% | Added |
| Ameriprise Financial Inc | 96,101 | $2.02M | 0.00% | +7,721+8.7% | Added |
| HighTower Advisors, LLC | 87,985 | $1.85M | 0.00% | +54,722+164.5% | Added |
| MGB Wealth Management, LLC | 87,954 | $1.85M | 0.57% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 88,263 | $1.84M | 0.78% | −2,000−2.2% | Reduced |
| Citadel Advisors LLC | 85,954 | $1.81M | 0.00% | +82,667+2,515.0% | Added |
| Trexquant Investment LP | 84,027 | $1.77M | 0.02% | −32,857−28.1% | Reduced |
| Muzinich & Co., Inc. | 82,955 | $1.74M | 1.23% | +10,312+14.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 81,320 | $1.71M | 0.00% | +10,312+14.5% | Added |
| LPL Financial LLC | 79,515 | $1.67M | 0.00% | +2,603+3.4% | Added |
| TrueMark Investments, LLC | 77,795 | $1.64M | 0.52% | +77,795 | New |
| Capital Advisory Group Advisory Services, LLC | 77,177 | $1.62M | 0.58% | +14,362+22.9% | Added |
| Legacy Capital Wealth Partners, LLC | 70,897 | $1.49M | 0.37% | −3,822−5.1% | Reduced |
| Capital Investment Advisory Services, LLC | 65,631 | $1.38M | 0.13% | +7,156+12.2% | Added |
| Palogic Value Management, L.P. | 63,822 | $1.34M | 0.54% | +6,804+11.9% | Added |
| IHT Wealth Management, LLC | 60,357 | $1.27M | 0.04% | +5,436+9.9% | Added |
| Enterprise Bank & Trust Co | 55,912 | $1.18M | 0.39% | 00.0% | Unchanged |
| WT Wealth Management | 55,439 | $1.17M | 0.37% | −2,200−3.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 48,773 | $1.03M | 0.08% | −1,040−2.1% | Reduced |
| Truist Financial Corp | 47,820 | $1.01M | 0.00% | +1,261+2.7% | Added |
| Credit Agricole S A | 47,649 | $1.00M | 0.00% | +26,050+120.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 44,422 | $933.8K | 0.04% | +9,559+27.4% | Added |
| Virtus ETF Advisers LLC | 40,163 | $844.2K | 0.34% | +2,819+7.5% | Added |
| HRT Financial LP | 39,848 | $837.0K | 0.00% | +29,540+286.6% | Added |
| Greenland Capital Management LP | 37,500 | $788.3K | 0.16% | +22,500+150.0% | Added |
| Davenport & Co LLC | 36,237 | $761.7K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 35,314 | $742.3K | 0.03% | −1,344−3.7% | Reduced |
| Riverbridge Partners LLC | 34,071 | $716.2K | 0.01% | +34,071 | New |
| Hexagon Capital Partners LLC | 32,059 | $673.9K | 0.12% | +272+0.9% | Added |
| D.A. Davidson & Co. | 31,383 | $659.7K | 0.01% | +4,485+16.7% | Added |
| Commonwealth Equity Services, LLC | 29,079 | $611.0K | 0.00% | +37+0.1% | Added |
| Great West Life Assurance Co | 26,331 | $553.0K | 0.00% | −556−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 26,090 | $548.4K | 0.00% | +25,340+3,378.7% | Added |
| Natixis | 25,997 | $543.7K | 0.00% | +13+0.1% | Added |
| Neuberger Berman Group LLC | 24,633 | $517.8K | 0.00% | +449+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,379 | $512.0K | 0.00% | +1,059+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 23,025 | $484.0K | 0.00% | +323+1.4% | Added |
| Cornerstone Wealth Management, LLC | 21,426 | $450.4K | 0.03% | +1,989+10.2% | Added |
| Northern Trust Corp | 21,255 | $446.8K | 0.00% | +3,165+17.5% | Added |
| Clearstead Advisors, LLC | 20,487 | $430.6K | 0.01% | +81+0.4% | Added |
| Prospera Financial Services Inc | 20,166 | $423.9K | 0.01% | +200+1.0% | Added |
| Oppenheimer & Co Inc | 19,269 | $405.0K | 0.01% | +3,560+22.7% | Added |
| Optimum Investment Advisors | 18,755 | $394.2K | 0.17% | +1,430+8.3% | Added |
| Qube Research & Technologies Ltd | 18,404 | $386.9K | 0.00% | −54,265−74.7% | Reduced |
| Stifel Financial Corp | 18,330 | $385.3K | 0.00% | −499−2.7% | Reduced |
| Wells Fargo & Company | 18,309 | $384.9K | 0.00% | +4,500+32.6% | Added |
| Oak Harbor Wealth Partners, LLC | 17,981 | $378.0K | 0.11% | −3,000−14.3% | Reduced |
| Bank of America Corp | 17,574 | $369.4K | 0.00% | +184+1.1% | Added |
| Plan Group Financial, LLC | 15,875 | $333.7K | 0.18% | +15,875 | New |
| Morey & Quinn Wealth Partners, LLC | 14,778 | $310.6K | 0.26% | +14,778 | New |
| Royal Bank of Canada | 14,008 | $294.0K | 0.00% | +554+4.1% | Added |
| HB Wealth Management, LLC | 13,599 | $285.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,267 | $278.9K | 0.00% | +1,000+8.2% | Added |
| Fiduciary Alliance LLC | 13,025 | $273.8K | 0.03% | +13,025 | New |
| Bragg Financial Advisors, Inc | 13,011 | $273.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,574 | $264.3K | 0.00% | −100−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,251 | $257.5K | 0.02% | −3,404−21.7% | Reduced |
| Sage Investment Counsel LLC | 12,053 | $253.3K | 0.33% | +12,053 | New |
| Advisor Group Holdings, Inc. | 11,565 | $243.1K | 0.00% | −1,853−13.8% | Reduced |
| Susquehanna International Group, LLP | 10,745 | $225.9K | 0.00% | +10,745 | New |
| Independent Financial Group, LLC | 10,600 | $222.8K | 0.01% | −4,000−27.4% | Reduced |
| Eagle Global Advisors LLC | 10,510 | $220.9K | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 10,229 | $215.0K | 0.04% | −476−4.4% | Reduced |
| Janney Montgomery Scott LLC | 10,129 | $213.0K | 0.00% | −600−5.6% | Reduced |
| Blair William & Co | 9,883 | $207.7K | 0.00% | +9,883 | New |
| Private Advisor Group, LLC | 9,679 | $203.5K | 0.00% | +9,679 | New |
| Farther Finance Advisors, LLC | 7,567 | $159.1K | 0.01% | +100+1.3% | Added |
| Brown Brothers Harriman & Co | 5,337 | $112.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,979 | $104.7K | 0.01% | −54−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,865 | $102.3K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,686 | $77.5K | 0.05% | +3,686 | New |
| EverSource Wealth Advisors, LLC | 3,596 | $75.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,132 | $65.8K | 0.00% | +3,132 | New |
| McIlrath & Eck, LLC | 3,025 | $63.6K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,565 | $53.9K | 0.05% | −475−15.6% | Reduced |
| Comerica Bank | 2,261 | $47.5K | 0.00% | +67+3.1% | Added |
| Capital Advisors, Ltd. LLC | 2,250 | $47.0K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 2,023 | $42.5K | 0.03% | +2,023 | New |
| Citigroup Inc | 1,936 | $40.7K | 0.00% | +490+33.9% | Added |
| Transce3nd, LLC | 1,544 | $32.5K | 0.01% | +1,544 | New |
| First Horizon Advisors, Inc. | 1,090 | $22.9K | 0.00% | +332+43.8% | Added |
| JPMorgan Chase & Co | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |