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.
Q4 2024 vs. Q3 2024
How the institutions holding Fidus Investment Corp changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 111 | 4 | 112 | +5 |
| Shares | 7.67M | 1.02M | 7.98M | +1.32M (+19.8%) |
| Value | $150.3M | $19.9M | $167.7M | +$37.3M (+28.6%) |
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Fidus Investment Corp at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 977,123 | $20.5M | 0.01% |
| Columbus Macro, LLC | 266,895 | $5.61M | 0.78% |
| Baird Financial Group, Inc. | 193,707 | $4.07M | 0.01% |
| TrueMark Investments, LLC | 77,795 | $1.64M | 0.52% |
| Riverbridge Partners LLC | 34,071 | $716.2K | 0.01% |
| Plan Group Financial, LLC | 15,875 | $333.7K | 0.18% |
| Morey & Quinn Wealth Partners, LLC | 14,778 | $310.6K | 0.26% |
| Fiduciary Alliance LLC | 13,025 | $273.8K | 0.03% |
| Sage Investment Counsel LLC | 12,053 | $253.3K | 0.33% |
| Susquehanna International Group, LLP | 10,745 | $225.9K | 0.00% |
| Blair William & Co | 9,883 | $207.7K | 0.00% |
| Private Advisor Group, LLC | 9,679 | $203.5K | 0.00% |
| Millstone Evans Group, LLC | 3,686 | $77.5K | 0.05% |
| MAI Capital Management | 3,132 | $65.8K | 0.00% |
| Promus Capital, LLC | 2,023 | $42.5K | 0.03% |
| Transce3nd, LLC | 1,544 | $32.5K | 0.01% |
| Russell Investments Group, Ltd. | 672 | $14.1K | 0.00% |
| Tower Research Capital LLC (TRC) | 428 | $9.00K | 0.00% |
| Simplex Trading, LLC | 353 | $7.00K | 0.00% |
| Hager Investment Management Services, LLC | 3 | $58 | 0.00% |
Sold out (15)
Institutions that held Fidus Investment Corp at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Millennium Management LLC | 157,259 | $3.08M |
| Schonfeld Strategic Advisors LLC | 24,300 | $476.3K |
| Summit Trail Advisors, LLC | 22,502 | $441.0K |
| Grimes & Company, Inc. | 18,582 | $364.2K |
| Koss-Olinger Consulting, LLC | 17,205 | $337.0K |
| Paloma Partners Management Co | 13,664 | $267.8K |
| Lakeview Capital Partners, LLC | 11,525 | $225.9K |
| Quantbot Technologies LP | 6,934 | $135.9K |
| Gilliland Jeter Wealth Management LLC | 1,500 | $29.4K |
| CIBC Private Wealth Group, LLC | 1,267 | $24.8K |
| Quarry LP | 883 | $17.3K |
| NBC Securities, Inc. | 565 | $11.0K |
| Northwestern Mutual Wealth Management Co | 293 | $5.74K |
| Danske Bank A/S | 2 | $39 |
| CWM, LLC | 2 | $0 |
Not filed for Q4 2024 yet (4)
Institutions that held Fidus Investment Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 547,181 | $10.7M |
| Raymond James Financial Services Advisors, Inc. | 398,695 | $7.81M |
| Raymond James Trust N.A. | 42,845 | $839.8K |
| Kingfisher Capital LLC | 26,572 | $520.8K |