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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.

Institutional holdersQ4 2024: 112 institutions
Q1 2021: 81 institutionsQ2 2021: 73 institutionsQ3 2021: 78 institutionsQ4 2021: 75 institutionsQ1 2022: 77 institutionsQ2 2022: 85 institutionsQ3 2022: 89 institutionsQ4 2022: 100 institutionsQ1 2023: 92 institutionsQ2 2023: 89 institutionsQ3 2023: 107 institutionsQ4 2023: 117 institutionsQ1 2024: 109 institutionsQ2 2024: 115 institutionsQ3 2024: 111 institutionsQ4 2024: 112 institutionsQ1 2025: 121 institutionsQ2 2025: 121 institutionsQ3 2025: 130 institutionsQ4 2025: 149 institutionsQ1 2026: 142 institutionsQ2 2026: 133 institutions
Value heldQ4 2024: $167.7M
Q1 2021: $93.6MQ2 2021: $96.5MQ3 2021: $92.6MQ4 2021: $89.5MQ1 2022: $92.4MQ2 2022: $81.5MQ3 2022: $81.5MQ4 2022: $98.2MQ1 2023: $95.5MQ2 2023: $96.2MQ3 2023: $134.0MQ4 2023: $173.7MQ1 2024: $147.0MQ2 2024: $152.2MQ3 2024: $150.3MQ4 2024: $167.7MQ1 2025: $180.0MQ2 2025: $182.6MQ3 2025: $194.1MQ4 2025: $194.3MQ1 2026: $172.6MQ2 2026: $164.4M
Institutions holding FDUS and their total value by quarter
QuarterHoldersValue
Q2 2026133$164.4M
Q1 2026142$172.6M
Q4 2025149$194.3M
Q3 2025130$194.1M
Q2 2025121$182.6M
Q1 2025121$180.0M
Q4 2024112$167.7M
Q3 2024111$150.3M
Q2 2024115$152.2M
Q1 2024109$147.0M
Q4 2023117$173.7M
Q3 2023107$134.0M
Q2 202389$96.2M
Q1 202392$95.5M
Q4 2022100$98.2M
Q3 202289$81.5M
Q2 202285$81.5M
Q1 202277$92.4M
Q4 202175$89.5M
Q3 202178$92.6M
Q2 202173$96.5M
Q1 202181$93.6M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q3 2024.

Institutions holding FDUS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cedar Wealth Management, LLC992$20.9K0.01%00.0%Unchanged
Russell Investments Group, Ltd.672$14.1K0.00%+672New
Spire Wealth Management500$10.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)428$9.00K0.00%+428New
Laurel Wealth Advisors LLC413$8.68K0.00%00.0%Unchanged
Simplex Trading, LLC353$7.00K0.00%+353New
Peterson Wealth Services327$6.87K0.00%+73+28.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC272$5.72K0.00%00.0%Unchanged
Geneos Wealth Management Inc.51$1.07K0.00%00.0%Unchanged
AdvisorNet Financial, Inc27$5720.00%00.0%Unchanged
Hager Investment Management Services, LLC3$580.00%+3New
IFP Advisors, Inc1$210.00%00.0%Unchanged
Millennium Management LLC0$00.00%−157,259−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−24,300−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−22,502−100.0%Sold out
Grimes & Company, Inc.0$00.00%−18,582−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−17,205−100.0%Sold out
Paloma Partners Management Co0$00.00%−13,664−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−11,525−100.0%Sold out
Quantbot Technologies LP0$00.00%−6,934−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−1,500−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−1,267−100.0%Sold out
Quarry LP0$00.00%−883−100.0%Sold out
NBC Securities, Inc.0$00.00%−565−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−293−100.0%Sold out
Danske Bank A/S0$00.00%−2−100.0%Sold out
CWM, LLC0$00.00%−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