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, 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 | $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, 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 3 | $58 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 27 | $572 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 51 | $1.07K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 272 | $5.72K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 327 | $6.87K | 0.00% | +73+28.7% | Added |
| Simplex Trading, LLC | 353 | $7.00K | 0.00% | +353 | New |
| Laurel Wealth Advisors LLC | 413 | $8.68K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 428 | $9.00K | 0.00% | +428 | New |
| Spire Wealth Management | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 672 | $14.1K | 0.00% | +672 | New |
| Cedar Wealth Management, LLC | 992 | $20.9K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,090 | $22.9K | 0.00% | +332+43.8% | Added |
| Transce3nd, LLC | 1,544 | $32.5K | 0.01% | +1,544 | New |
| Citigroup Inc | 1,936 | $40.7K | 0.00% | +490+33.9% | Added |
| Promus Capital, LLC | 2,023 | $42.5K | 0.03% | +2,023 | New |
| Capital Advisors, Ltd. LLC | 2,250 | $47.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,261 | $47.5K | 0.00% | +67+3.1% | Added |
| MeadowBrook Investment Advisors LLC | 2,565 | $53.9K | 0.05% | −475−15.6% | Reduced |
| McIlrath & Eck, LLC | 3,025 | $63.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,132 | $65.8K | 0.00% | +3,132 | New |
| EverSource Wealth Advisors, LLC | 3,596 | $75.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,686 | $77.5K | 0.05% | +3,686 | New |
| GPS Wealth Strategies Group, LLC | 4,865 | $102.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,979 | $104.7K | 0.01% | −54−1.1% | Reduced |
| Brown Brothers Harriman & Co | 5,337 | $112.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,567 | $159.1K | 0.01% | +100+1.3% | Added |
| Private Advisor Group, LLC | 9,679 | $203.5K | 0.00% | +9,679 | New |
| Blair William & Co | 9,883 | $207.7K | 0.00% | +9,883 | New |
| Janney Montgomery Scott LLC | 10,129 | $213.0K | 0.00% | −600−5.6% | Reduced |
| Advisory Research Inc | 10,229 | $215.0K | 0.04% | −476−4.4% | Reduced |
| Eagle Global Advisors LLC | 10,510 | $220.9K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,600 | $222.8K | 0.01% | −4,000−27.4% | Reduced |
| Susquehanna International Group, LLP | 10,745 | $225.9K | 0.00% | +10,745 | New |
| Advisor Group Holdings, Inc. | 11,565 | $243.1K | 0.00% | −1,853−13.8% | Reduced |
| Sage Investment Counsel LLC | 12,053 | $253.3K | 0.33% | +12,053 | New |
| Y-Intercept (Hong Kong) Ltd | 12,251 | $257.5K | 0.02% | −3,404−21.7% | Reduced |
| Stratos Wealth Partners, LTD. | 12,574 | $264.3K | 0.00% | −100−0.8% | Reduced |
| Bragg Financial Advisors, Inc | 13,011 | $273.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 13,025 | $273.8K | 0.03% | +13,025 | New |
| Wealth Enhancement Advisory Services, LLC | 13,267 | $278.9K | 0.00% | +1,000+8.2% | Added |
| HB Wealth Management, LLC | 13,599 | $285.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,008 | $294.0K | 0.00% | +554+4.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 14,778 | $310.6K | 0.26% | +14,778 | New |
| Plan Group Financial, LLC | 15,875 | $333.7K | 0.18% | +15,875 | New |
| Bank of America Corp | 17,574 | $369.4K | 0.00% | +184+1.1% | Added |
| Oak Harbor Wealth Partners, LLC | 17,981 | $378.0K | 0.11% | −3,000−14.3% | Reduced |
| Wells Fargo & Company | 18,309 | $384.9K | 0.00% | +4,500+32.6% | Added |
| Stifel Financial Corp | 18,330 | $385.3K | 0.00% | −499−2.7% | Reduced |
| Qube Research & Technologies Ltd | 18,404 | $386.9K | 0.00% | −54,265−74.7% | Reduced |
| Optimum Investment Advisors | 18,755 | $394.2K | 0.17% | +1,430+8.3% | Added |
| Oppenheimer & Co Inc | 19,269 | $405.0K | 0.01% | +3,560+22.7% | Added |
| Prospera Financial Services Inc | 20,166 | $423.9K | 0.01% | +200+1.0% | Added |
| Clearstead Advisors, LLC | 20,487 | $430.6K | 0.01% | +81+0.4% | Added |
| Northern Trust Corp | 21,255 | $446.8K | 0.00% | +3,165+17.5% | Added |
| Cornerstone Wealth Management, LLC | 21,426 | $450.4K | 0.03% | +1,989+10.2% | Added |
| Steward Partners Investment Advisory, LLC | 23,025 | $484.0K | 0.00% | +323+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,379 | $512.0K | 0.00% | +1,059+4.5% | Added |
| Neuberger Berman Group LLC | 24,633 | $517.8K | 0.00% | +449+1.9% | Added |
| Natixis | 25,997 | $543.7K | 0.00% | +13+0.1% | Added |
| The PNC Financial Services Group, Inc. | 26,090 | $548.4K | 0.00% | +25,340+3,378.7% | Added |
| Great West Life Assurance Co | 26,331 | $553.0K | 0.00% | −556−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 29,079 | $611.0K | 0.00% | +37+0.1% | Added |
| D.A. Davidson & Co. | 31,383 | $659.7K | 0.01% | +4,485+16.7% | Added |
| Hexagon Capital Partners LLC | 32,059 | $673.9K | 0.12% | +272+0.9% | Added |
| Riverbridge Partners LLC | 34,071 | $716.2K | 0.01% | +34,071 | New |
| Level Four Advisory Services, LLC | 35,314 | $742.3K | 0.03% | −1,344−3.7% | Reduced |
| Davenport & Co LLC | 36,237 | $761.7K | 0.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 37,500 | $788.3K | 0.16% | +22,500+150.0% | Added |
| HRT Financial LP | 39,848 | $837.0K | 0.00% | +29,540+286.6% | Added |
| Virtus ETF Advisers LLC | 40,163 | $844.2K | 0.34% | +2,819+7.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 44,422 | $933.8K | 0.04% | +9,559+27.4% | Added |
| Credit Agricole S A | 47,649 | $1.00M | 0.00% | +26,050+120.6% | Added |
| Truist Financial Corp | 47,820 | $1.01M | 0.00% | +1,261+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 48,773 | $1.03M | 0.08% | −1,040−2.1% | Reduced |
| WT Wealth Management | 55,439 | $1.17M | 0.37% | −2,200−3.8% | Reduced |
| Enterprise Bank & Trust Co | 55,912 | $1.18M | 0.39% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 60,357 | $1.27M | 0.04% | +5,436+9.9% | Added |
| Palogic Value Management, L.P. | 63,822 | $1.34M | 0.54% | +6,804+11.9% | Added |
| Capital Investment Advisory Services, LLC | 65,631 | $1.38M | 0.13% | +7,156+12.2% | Added |
| Legacy Capital Wealth Partners, LLC | 70,897 | $1.49M | 0.37% | −3,822−5.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 77,177 | $1.62M | 0.58% | +14,362+22.9% | Added |
| TrueMark Investments, LLC | 77,795 | $1.64M | 0.52% | +77,795 | New |
| LPL Financial LLC | 79,515 | $1.67M | 0.00% | +2,603+3.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 81,320 | $1.71M | 0.00% | +10,312+14.5% | Added |
| Muzinich & Co., Inc. | 82,955 | $1.74M | 1.23% | +10,312+14.2% | Added |
| Trexquant Investment LP | 84,027 | $1.77M | 0.02% | −32,857−28.1% | Reduced |
| Citadel Advisors LLC | 85,954 | $1.81M | 0.00% | +82,667+2,515.0% | Added |
| Davis Investment Partners, LLC | 88,263 | $1.84M | 0.78% | −2,000−2.2% | Reduced |
| MGB Wealth Management, LLC | 87,954 | $1.85M | 0.57% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 87,985 | $1.85M | 0.00% | +54,722+164.5% | Added |
| Ameriprise Financial Inc | 96,101 | $2.02M | 0.00% | +7,721+8.7% | Added |
| UBS Group AG | 116,610 | $2.45M | 0.00% | +47,973+69.9% | Added |
| GraniteShares Advisors LLC | 116,719 | $2.45M | 1.55% | −388−0.3% | Reduced |
| GWM Advisors LLC | 121,210 | $2.55M | 0.02% | −13,749−10.2% | Reduced |
| Franklin Resources Inc | 123,301 | $2.59M | 0.00% | +6,829+5.9% | Added |
| BlackRock, Inc. | 140,824 | $2.96M | 0.00% | +29,547+26.6% | Added |
| PFG Advisors | 183,047 | $3.85M | 0.24% | +1,875+1.0% | Added |
| Novare Capital Management LLC | 189,315 | $3.98M | 0.34% | −170−0.1% | Reduced |