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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2,101 | $42.8K | 0.00% | +165+8.5% | Added |
| Promus Capital, LLC | 2,023 | $41.2K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $30.6K | 0.03% | −1,065−41.5% | Reduced |
| ORG Partners LLC | 1,416 | $29.2K | 0.01% | +1,416 | New |
| Quarry LP | 1,380 | $28.1K | 0.01% | +1,380 | New |
| First Horizon Advisors, Inc. | 1,043 | $21.3K | 0.00% | −47−4.3% | Reduced |
| Cedar Wealth Management, LLC | 992 | $20.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 750 | $15.3K | 0.00% | −25,340−97.1% | Reduced |
| AdvisorNet Financial, Inc | 728 | $14.8K | 0.00% | +701+2,596.3% | Added |
| 1 North Wealth Services LLC | 600 | $12.2K | 0.01% | +600 | New |
| NBC Securities, Inc. | 596 | $12.0K | 0.00% | +596 | New |
| Spire Wealth Management | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 413 | $8.42K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 121 | $2.48K | 0.00% | −206−63.0% | Reduced |
| Russell Investments Group, Ltd. | 72 | $1.47K | 0.00% | −600−89.3% | Reduced |
| N.E.W. Advisory Services LLC | 62 | $1.26K | 0.00% | +62 | New |
| Geneos Wealth Management Inc. | 51 | $1.04K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 44 | $1.00K | 0.00% | +44 | New |
| Tower Research Capital LLC (TRC) | 24 | $489 | 0.00% | −404−94.4% | Reduced |
| Smartleaf Asset Management LLC | 7 | $143 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 2 | $41 | 0.00% | +2 | New |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −40,163−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −24,633−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −21,255−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,596−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Hager Investment Management Services, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |