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, Q1 2025
Institutional positions in Fidus Investment Corp as of Mar 31, 2025. 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
- 121
- +9 vs. Q4 2024
- Shares held
- 8.84M
- +860.8K (+10.8%) vs. Q4 2024
- Total value
- $180.0M
- +$12.3M (+7.4%) vs. Q4 2024
- New holders
- 20
- 50 more added
- Sold out
- 11
- 30 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 938,126 | $19.1M | 0.01% | −38,997−4.0% | Reduced |
| Van Eck Associates Corp | 763,468 | $15.6M | 0.02% | −55,543−6.8% | Reduced |
| Invesco Ltd. | 437,066 | $8.91M | 0.00% | −103,400−19.1% | Reduced |
| Two Sigma Advisers, LP | 415,913 | $8.48M | 0.02% | +196,200+89.3% | Added |
| Two Sigma Investments, LP | 398,999 | $8.14M | 0.02% | +184,094+85.7% | Added |
| Cetera Investment Advisers | 335,498 | $6.84M | 0.01% | +32,077+10.6% | Added |
| Envestnet Asset Management Inc | 324,277 | $6.61M | 0.00% | +23,478+7.8% | Added |
| Morgan Stanley | 305,219 | $6.22M | 0.00% | +21,114+7.4% | Added |
| Columbus Macro, LLC | 287,622 | $5.86M | 0.78% | +20,727+7.8% | Added |
| Baird Financial Group, Inc. | 283,093 | $5.77M | 0.01% | +89,386+46.1% | Added |
| Legal & General Group Plc | 226,387 | $4.62M | 0.00% | +6,860+3.1% | Added |
| Advisors Asset Management, Inc. | 213,370 | $4.35M | 0.08% | +6,773+3.3% | Added |
| UBS Group AG | 197,838 | $4.03M | 0.00% | +81,228+69.7% | Added |
| Novare Capital Management LLC | 189,140 | $3.86M | 0.34% | −175−0.1% | Reduced |
| PFG Advisors | 181,656 | $3.70M | 0.21% | −1,391−0.8% | Reduced |
| Franklin Resources Inc | 167,720 | $3.42M | 0.00% | +44,419+36.0% | Added |
| BlackRock, Inc. | 147,727 | $3.01M | 0.00% | +6,903+4.9% | Added |
| Ethos Financial Group, LLC | 134,384 | $2.74M | 0.26% | +134,384 | New |
| GraniteShares Advisors LLC | 124,249 | $2.53M | 1.61% | +7,530+6.5% | Added |
| Citadel Advisors LLC | 107,353 | $2.19M | 0.00% | +21,399+24.9% | Added |
| Ameriprise Financial Inc | 106,331 | $2.14M | 0.00% | +10,230+10.6% | Added |
| GWM Advisors LLC | 101,502 | $2.07M | 0.01% | −19,708−16.3% | Reduced |
| Muzinich & Co., Inc. | 92,121 | $1.88M | 1.15% | +9,166+11.0% | Added |
| HighTower Advisors, LLC | 90,668 | $1.85M | 0.00% | +2,683+3.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 90,486 | $1.85M | 0.00% | +9,166+11.3% | Added |
| MGB Wealth Management, LLC | 87,954 | $1.80M | 0.65% | 00.0% | Unchanged |
| LPL Financial LLC | 85,985 | $1.75M | 0.00% | +6,470+8.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 76,109 | $1.55M | 0.59% | −1,068−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 74,163 | $1.51M | 0.14% | +8,532+13.0% | Added |
| Davis Investment Partners, LLC | 81,653 | $1.48M | 0.66% | −6,610−7.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 67,859 | $1.38M | 0.34% | −3,038−4.3% | Reduced |
| Palogic Value Management, L.P. | 67,317 | $1.37M | 0.60% | +3,495+5.5% | Added |
| IHT Wealth Management, LLC | 63,184 | $1.29M | 0.04% | +2,827+4.7% | Added |
| Greenland Capital Management LP | 58,700 | $1.20M | 0.21% | +21,200+56.5% | Added |
| Enterprise Bank & Trust Co | 55,912 | $1.14M | 0.44% | 00.0% | Unchanged |
| WT Wealth Management | 53,376 | $1.09M | 0.35% | −2,063−3.7% | Reduced |
| Virtu Financial LLC | 51,264 | $1.04M | 0.06% | +51,264 | New |
| Millennium Management LLC | 51,180 | $1.04M | 0.00% | +51,180 | New |
| Trexquant Investment LP | 48,890 | $996.9K | 0.01% | −35,137−41.8% | Reduced |
| Credit Agricole S A | 47,649 | $971.6K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 46,955 | $957.4K | 0.00% | −865−1.8% | Reduced |
| Qube Research & Technologies Ltd | 46,440 | $946.9K | 0.00% | +28,036+152.3% | Added |
| MQS Management LLC | 45,889 | $935.7K | 0.54% | +45,889 | New |
| D.A. Davidson & Co. | 44,727 | $912.0K | 0.01% | +13,344+42.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 43,995 | $897.1K | 0.04% | −427−1.0% | Reduced |
| HRT Financial LP | 42,654 | $869.0K | 0.01% | +2,806+7.0% | Added |
| Virtus Investment Advisers, Inc. | 42,381 | $864.1K | 0.23% | +42,381 | New |
| Riverbridge Partners LLC | 37,505 | $764.7K | 0.01% | +3,434+10.1% | Added |
| Davenport & Co LLC | 36,237 | $738.9K | 0.00% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 35,839 | $730.8K | 0.26% | +19,964+125.8% | Added |
| Level Four Advisory Services, LLC | 35,441 | $722.6K | 0.03% | +127+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 35,116 | $716.0K | 0.05% | −13,657−28.0% | Reduced |
| Great West Life Assurance Co | 31,625 | $647.0K | 0.00% | +5,294+20.1% | Added |
| Commonwealth Equity Services, LLC | 29,113 | $594.0K | 0.00% | +34+0.1% | Added |
| Wells Fargo & Company | 27,963 | $570.2K | 0.00% | +9,654+52.7% | Added |
| Natixis | 26,751 | $546.8K | 0.00% | +754+2.9% | Added |
| Cornerstone Wealth Management, LLC | 25,208 | $514.0K | 0.03% | +3,782+17.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,272 | $495.0K | 0.00% | −107−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,434 | $477.8K | 0.00% | +409+1.8% | Added |
| Jane Street Group, LLC | 23,318 | $475.5K | 0.00% | +23,318 | New |
| Clearstead Advisors, LLC | 20,571 | $419.4K | 0.01% | +84+0.4% | Added |
| Prospera Financial Services Inc | 20,166 | $411.2K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 19,710 | $401.9K | 0.00% | +19,710 | New |
| Oppenheimer & Co Inc | 19,025 | $387.9K | 0.01% | −244−1.3% | Reduced |
| Optimum Investment Advisors | 18,655 | $380.4K | 0.18% | −100−0.5% | Reduced |
| Bank of America Corp | 18,154 | $370.2K | 0.00% | +580+3.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,045 | $367.9K | 0.00% | +4,778+36.0% | Added |
| Oak Harbor Wealth Partners, LLC | 17,981 | $366.6K | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,930 | $365.6K | 0.00% | −400−2.2% | Reduced |
| Stratos Wealth Partners, LTD. | 16,200 | $330.3K | 0.01% | +3,626+28.8% | Added |
| Marex Group plc | 15,323 | $312.4K | 0.01% | +15,323 | New |
| Morey & Quinn Wealth Partners, LLC | 14,778 | $301.3K | 0.25% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 14,310 | $291.8K | 0.01% | +3,800+36.2% | Added |
| Aquatic Capital Management LLC | 13,718 | $279.7K | 0.01% | +13,718 | New |
| HB Wealth Management, LLC | 13,599 | $277.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 13,248 | $270.0K | 0.04% | +13,248 | New |
| JPMorgan Chase & Co | 13,197 | $269.1K | 0.00% | +12,197+1,219.7% | Added |
| Fiduciary Alliance LLC | 13,025 | $265.6K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 13,011 | $265.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,172 | $248.2K | 0.00% | +607+5.2% | Added |
| Sage Investment Counsel LLC | 12,070 | $246.1K | 0.31% | +17+0.1% | Added |
| Susquehanna International Group, LLP | 11,474 | $234.0K | 0.00% | +729+6.8% | Added |
| TrueMark Investments, LLC | 11,462 | $233.7K | 0.06% | −66,333−85.3% | Reduced |
| Royal Bank of Canada | 11,434 | $233.0K | 0.00% | −2,574−18.4% | Reduced |
| Private Advisor Group, LLC | 11,411 | $232.7K | 0.00% | +1,732+17.9% | Added |
| Independent Financial Group, LLC | 11,050 | $225.3K | 0.01% | +450+4.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,884 | $221.9K | 0.02% | −1,367−11.2% | Reduced |
| Janney Montgomery Scott LLC | 10,463 | $213.0K | 0.00% | +334+3.3% | Added |
| Mariner, LLC | 10,129 | $206.5K | 0.00% | +10,129 | New |
| Advisory Research Inc | 9,962 | $203.1K | 0.04% | −267−2.6% | Reduced |
| Blair William & Co | 9,883 | $201.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,796 | $199.7K | 0.01% | +9,796 | New |
| Farther Finance Advisors, LLC | 7,567 | $156.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,337 | $108.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,167 | $105.4K | 0.01% | +188+3.8% | Added |
| GPS Wealth Strategies Group, LLC | 4,345 | $88.6K | 0.01% | −520−10.7% | Reduced |
| Millstone Evans Group, LLC | 3,686 | $75.2K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,615 | $73.7K | 0.01% | −28,444−88.7% | Reduced |
| MAI Capital Management | 3,132 | $63.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,250 | $46.0K | 0.01% | 00.0% | Unchanged |