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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 193,707 | $4.07M | 0.01% | +193,707 | New |
| Advisors Asset Management, Inc. | 206,597 | $4.34M | 0.08% | −1,569−0.8% | Reduced |
| Two Sigma Investments, LP | 214,905 | $4.52M | 0.01% | −101,353−32.0% | Reduced |
| Legal & General Group Plc | 219,527 | $4.62M | 0.00% | −5,148−2.3% | Reduced |
| Two Sigma Advisers, LP | 219,713 | $4.62M | 0.01% | −127,400−36.7% | Reduced |
| Columbus Macro, LLC | 266,895 | $5.61M | 0.78% | +266,895 | New |
| Morgan Stanley | 284,105 | $5.97M | 0.00% | −162,469−36.4% | Reduced |
| Envestnet Asset Management Inc | 300,799 | $6.32M | 0.00% | +50,447+20.2% | Added |
| Cetera Investment Advisers | 303,421 | $6.38M | 0.01% | +48,034+18.8% | Added |
| Invesco Ltd. | 540,466 | $11.4M | 0.00% | −64,521−10.7% | Reduced |
| Van Eck Associates Corp | 819,011 | $17.2M | 0.02% | +9,600+1.2% | Added |
| Raymond James Financial Inc | 977,123 | $20.5M | 0.01% | +977,123 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −157,259−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −22,502−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −18,582−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −17,205−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,664−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Kingfisher Capital LLC | – | – | – | – | Not filed |