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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 2 | $41 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 7 | $143 | 0.00% | +7 | New |
| Tower Research Capital LLC (TRC) | 24 | $489 | 0.00% | −404−94.4% | Reduced |
| CWM, LLC | 44 | $1.00K | 0.00% | +44 | New |
| Geneos Wealth Management Inc. | 51 | $1.04K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 62 | $1.26K | 0.00% | +62 | New |
| Russell Investments Group, Ltd. | 72 | $1.47K | 0.00% | −600−89.3% | Reduced |
| Peterson Wealth Services | 121 | $2.48K | 0.00% | −206−63.0% | Reduced |
| Laurel Wealth Advisors LLC | 413 | $8.42K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 596 | $12.0K | 0.00% | +596 | New |
| 1 North Wealth Services LLC | 600 | $12.2K | 0.01% | +600 | New |
| AdvisorNet Financial, Inc | 728 | $14.8K | 0.00% | +701+2,596.3% | Added |
| The PNC Financial Services Group, Inc. | 750 | $15.3K | 0.00% | −25,340−97.1% | Reduced |
| Cedar Wealth Management, LLC | 992 | $20.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,043 | $21.3K | 0.00% | −47−4.3% | Reduced |
| Quarry LP | 1,380 | $28.1K | 0.01% | +1,380 | New |
| ORG Partners LLC | 1,416 | $29.2K | 0.01% | +1,416 | New |
| MeadowBrook Investment Advisors LLC | 1,500 | $30.6K | 0.03% | −1,065−41.5% | Reduced |
| Promus Capital, LLC | 2,023 | $41.2K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 2,101 | $42.8K | 0.00% | +165+8.5% | Added |
| Capital Advisors, Ltd. LLC | 2,250 | $46.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,132 | $63.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,615 | $73.7K | 0.01% | −28,444−88.7% | Reduced |
| Millstone Evans Group, LLC | 3,686 | $75.2K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,345 | $88.6K | 0.01% | −520−10.7% | Reduced |
| Sound Income Strategies, LLC | 5,167 | $105.4K | 0.01% | +188+3.8% | Added |
| Brown Brothers Harriman & Co | 5,337 | $108.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,567 | $156.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,796 | $199.7K | 0.01% | +9,796 | New |
| Blair William & Co | 9,883 | $201.5K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 9,962 | $203.1K | 0.04% | −267−2.6% | Reduced |
| Mariner, LLC | 10,129 | $206.5K | 0.00% | +10,129 | New |
| Janney Montgomery Scott LLC | 10,463 | $213.0K | 0.00% | +334+3.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,884 | $221.9K | 0.02% | −1,367−11.2% | Reduced |
| Independent Financial Group, LLC | 11,050 | $225.3K | 0.01% | +450+4.2% | Added |
| Private Advisor Group, LLC | 11,411 | $232.7K | 0.00% | +1,732+17.9% | Added |
| Royal Bank of Canada | 11,434 | $233.0K | 0.00% | −2,574−18.4% | Reduced |
| TrueMark Investments, LLC | 11,462 | $233.7K | 0.06% | −66,333−85.3% | Reduced |
| Susquehanna International Group, LLP | 11,474 | $234.0K | 0.00% | +729+6.8% | Added |
| Sage Investment Counsel LLC | 12,070 | $246.1K | 0.31% | +17+0.1% | Added |
| Advisor Group Holdings, Inc. | 12,172 | $248.2K | 0.00% | +607+5.2% | Added |
| Bragg Financial Advisors, Inc | 13,011 | $265.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 13,025 | $265.6K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,197 | $269.1K | 0.00% | +12,197+1,219.7% | Added |
| Dynamic Technology Lab Private Ltd | 13,248 | $270.0K | 0.04% | +13,248 | New |
| HB Wealth Management, LLC | 13,599 | $277.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 13,718 | $279.7K | 0.01% | +13,718 | New |
| Eagle Global Advisors LLC | 14,310 | $291.8K | 0.01% | +3,800+36.2% | Added |
| Morey & Quinn Wealth Partners, LLC | 14,778 | $301.3K | 0.25% | 00.0% | Unchanged |
| Marex Group plc | 15,323 | $312.4K | 0.01% | +15,323 | New |
| Stratos Wealth Partners, LTD. | 16,200 | $330.3K | 0.01% | +3,626+28.8% | Added |
| Stifel Financial Corp | 17,930 | $365.6K | 0.00% | −400−2.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,981 | $366.6K | 0.10% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,045 | $367.9K | 0.00% | +4,778+36.0% | Added |
| Bank of America Corp | 18,154 | $370.2K | 0.00% | +580+3.3% | Added |
| Optimum Investment Advisors | 18,655 | $380.4K | 0.18% | −100−0.5% | Reduced |
| Oppenheimer & Co Inc | 19,025 | $387.9K | 0.01% | −244−1.3% | Reduced |
| Mackenzie Financial Corp | 19,710 | $401.9K | 0.00% | +19,710 | New |
| Prospera Financial Services Inc | 20,166 | $411.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20,571 | $419.4K | 0.01% | +84+0.4% | Added |
| Jane Street Group, LLC | 23,318 | $475.5K | 0.00% | +23,318 | New |
| Steward Partners Investment Advisory, LLC | 23,434 | $477.8K | 0.00% | +409+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,272 | $495.0K | 0.00% | −107−0.4% | Reduced |
| Cornerstone Wealth Management, LLC | 25,208 | $514.0K | 0.03% | +3,782+17.7% | Added |
| Natixis | 26,751 | $546.8K | 0.00% | +754+2.9% | Added |
| Wells Fargo & Company | 27,963 | $570.2K | 0.00% | +9,654+52.7% | Added |
| Commonwealth Equity Services, LLC | 29,113 | $594.0K | 0.00% | +34+0.1% | Added |
| Great West Life Assurance Co | 31,625 | $647.0K | 0.00% | +5,294+20.1% | Added |
| Campbell & CO Investment Adviser LLC | 35,116 | $716.0K | 0.05% | −13,657−28.0% | Reduced |
| Level Four Advisory Services, LLC | 35,441 | $722.6K | 0.03% | +127+0.4% | Added |
| Plan Group Financial, LLC | 35,839 | $730.8K | 0.26% | +19,964+125.8% | Added |
| Davenport & Co LLC | 36,237 | $738.9K | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 37,505 | $764.7K | 0.01% | +3,434+10.1% | Added |
| Virtus Investment Advisers, Inc. | 42,381 | $864.1K | 0.23% | +42,381 | New |
| HRT Financial LP | 42,654 | $869.0K | 0.01% | +2,806+7.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 43,995 | $897.1K | 0.04% | −427−1.0% | Reduced |
| D.A. Davidson & Co. | 44,727 | $912.0K | 0.01% | +13,344+42.5% | Added |
| MQS Management LLC | 45,889 | $935.7K | 0.54% | +45,889 | New |
| Qube Research & Technologies Ltd | 46,440 | $946.9K | 0.00% | +28,036+152.3% | Added |
| Truist Financial Corp | 46,955 | $957.4K | 0.00% | −865−1.8% | Reduced |
| Credit Agricole S A | 47,649 | $971.6K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 48,890 | $996.9K | 0.01% | −35,137−41.8% | Reduced |
| Millennium Management LLC | 51,180 | $1.04M | 0.00% | +51,180 | New |
| Virtu Financial LLC | 51,264 | $1.04M | 0.06% | +51,264 | New |
| WT Wealth Management | 53,376 | $1.09M | 0.35% | −2,063−3.7% | Reduced |
| Enterprise Bank & Trust Co | 55,912 | $1.14M | 0.44% | 00.0% | Unchanged |
| Greenland Capital Management LP | 58,700 | $1.20M | 0.21% | +21,200+56.5% | Added |
| IHT Wealth Management, LLC | 63,184 | $1.29M | 0.04% | +2,827+4.7% | Added |
| Palogic Value Management, L.P. | 67,317 | $1.37M | 0.60% | +3,495+5.5% | Added |
| Legacy Capital Wealth Partners, LLC | 67,859 | $1.38M | 0.34% | −3,038−4.3% | Reduced |
| Davis Investment Partners, LLC | 81,653 | $1.48M | 0.66% | −6,610−7.5% | Reduced |
| Capital Investment Advisory Services, LLC | 74,163 | $1.51M | 0.14% | +8,532+13.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 76,109 | $1.55M | 0.59% | −1,068−1.4% | Reduced |
| LPL Financial LLC | 85,985 | $1.75M | 0.00% | +6,470+8.1% | Added |
| MGB Wealth Management, LLC | 87,954 | $1.80M | 0.65% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 90,486 | $1.85M | 0.00% | +9,166+11.3% | Added |
| HighTower Advisors, LLC | 90,668 | $1.85M | 0.00% | +2,683+3.0% | Added |
| Muzinich & Co., Inc. | 92,121 | $1.88M | 1.15% | +9,166+11.0% | Added |
| GWM Advisors LLC | 101,502 | $2.07M | 0.01% | −19,708−16.3% | Reduced |