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 $166.0M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Fidus Investment Corp as of Jun 30, 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
- +1 vs. Q1 2025
- Shares held
- 9.05M
- +261.5K (+3.0%) vs. Q1 2025
- Total value
- $182.9M
- +$3.81M (+2.1%) vs. Q1 2025
- New holders
- 17
- 55 more added
- Sold out
- 16
- 27 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $166.0M |
| Q1 2026 | 142 | $172.6M |
| Q4 2025 | 149 | $194.3M |
| Q3 2025 | 130 | $194.2M |
| Q2 2025 | 121 | $182.9M |
| Q1 2025 | 121 | $180.0M |
| Q4 2024 | 112 | $167.7M |
| Q3 2024 | 111 | $150.4M |
| Q2 2024 | 115 | $152.5M |
| Q1 2024 | 109 | $162.2M |
| Q4 2023 | 117 | $182.6M |
| 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 | $141.4M |
| Q4 2021 | 75 | $89.5M |
| Q3 2021 | 78 | $92.6M |
| Q2 2021 | 73 | $96.5M |
| Q1 2021 | 81 | $93.9M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 846,994 | $17.1M | 0.02% | +83,526+10.9% | Added |
| Raymond James Financial Inc | 813,702 | $16.4M | 0.01% | −124,424−13.3% | Reduced |
| Invesco Ltd. | 446,703 | $9.02M | 0.00% | +9,637+2.2% | Added |
| Two Sigma Advisers, LP | 380,613 | $7.69M | 0.02% | −35,300−8.5% | Reduced |
| Cetera Investment Advisers | 370,335 | $7.48M | 0.01% | +34,837+10.4% | Added |
| Envestnet Asset Management Inc | 359,415 | $7.26M | 0.00% | +35,138+10.8% | Added |
| Columbus Macro, LLC | 322,543 | $6.52M | 0.80% | +34,921+12.1% | Added |
| Baird Financial Group, Inc. | 313,002 | $6.32M | 0.01% | +29,909+10.6% | Added |
| UBS Group AG | 298,390 | $6.03M | 0.00% | +100,552+50.8% | Added |
| Two Sigma Investments, LP | 287,879 | $5.82M | 0.01% | −111,120−27.8% | Reduced |
| Morgan Stanley | 267,445 | $5.40M | 0.00% | −37,774−12.4% | Reduced |
| Legal & General Group Plc | 228,512 | $4.62M | 0.00% | +2,125+0.9% | Added |
| BlackRock, Inc. | 193,153 | $3.90M | 0.00% | +45,426+30.7% | Added |
| Novare Capital Management LLC | 190,275 | $3.84M | 0.31% | +1,135+0.6% | Added |
| Muzinich & Co., Inc. | 190,228 | $3.84M | 1.75% | +98,107+106.5% | Added |
| PFG Advisors | 188,495 | $3.81M | 0.18% | +6,839+3.8% | Added |
| Franklin Resources Inc | 167,016 | $3.37M | 0.00% | −704−0.4% | Reduced |
| Advisors Asset Management, Inc. | 154,610 | $3.12M | 0.06% | −58,760−27.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 152,463 | $3.08M | 0.00% | +61,977+68.5% | Added |
| Ethos Financial Group, LLC | 137,365 | $2.77M | 0.24% | +2,981+2.2% | Added |
| GraniteShares Advisors LLC | 132,532 | $2.68M | 1.65% | +8,283+6.7% | Added |
| D.A. Davidson & Co. | 115,872 | $2.34M | 0.02% | +71,145+159.1% | Added |
| Ameriprise Financial Inc | 92,080 | $1.86M | 0.00% | −14,251−13.4% | Reduced |
| GWM Advisors LLC | 91,113 | $1.84M | 0.01% | −10,389−10.2% | Reduced |
| HighTower Advisors, LLC | 90,865 | $1.84M | 0.00% | +197+0.2% | Added |
| MGB Wealth Management, LLC | 89,775 | $1.81M | 0.60% | +1,821+2.1% | Added |
| Capital Investment Advisory Services, LLC | 84,524 | $1.71M | 0.14% | +10,361+14.0% | Added |
| LPL Financial LLC | 82,993 | $1.68M | 0.00% | −2,992−3.5% | Reduced |
| Davis Investment Partners, LLC | 77,104 | $1.57M | 0.56% | −4,549−5.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 77,618 | $1.57M | 0.56% | +1,509+2.0% | Added |
| Trexquant Investment LP | 76,533 | $1.55M | 0.02% | +27,643+56.5% | Added |
| IHT Wealth Management, LLC | 69,581 | $1.41M | 0.04% | +6,397+10.1% | Added |
| Palogic Value Management, L.P. | 69,101 | $1.40M | 0.59% | +1,784+2.7% | Added |
| Legacy Capital Wealth Partners, LLC | 66,037 | $1.33M | 0.30% | −1,822−2.7% | Reduced |
| Qube Research & Technologies Ltd | 64,929 | $1.31M | 0.00% | +18,489+39.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 62,361 | $1.26M | 0.03% | +51,477+473.0% | Added |
| Enterprise Bank & Trust Co | 55,912 | $1.13M | 0.42% | 00.0% | Unchanged |
| HRT Financial LP | 54,066 | $1.09M | 0.00% | +11,412+26.8% | Added |
| Greenland Capital Management LP | 53,190 | $1.07M | 0.14% | −5,510−9.4% | Reduced |
| WT Wealth Management | 51,855 | $1.05M | 0.31% | −1,521−2.8% | Reduced |
| Plan Group Financial, LLC | 49,763 | $1.01M | 0.33% | +13,924+38.9% | Added |
| Truist Financial Corp | 45,703 | $908.6K | 0.00% | −1,252−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 44,016 | $889.1K | 0.04% | +210.0% | Added |
| Virtus Investment Advisers, Inc. | 41,255 | $833.4K | 0.28% | −1,126−2.7% | Reduced |
| Riverbridge Partners LLC | 38,975 | $787.3K | 0.01% | +1,470+3.9% | Added |
| MQS Management LLC | 36,583 | $739.0K | 0.41% | −9,306−20.3% | Reduced |
| Davenport & Co LLC | 36,237 | $732.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 35,124 | $710.0K | 0.00% | +6,011+20.6% | Added |
| Great West Life Assurance Co | 33,094 | $670.0K | 0.00% | +1,469+4.6% | Added |
| Level Four Advisory Services, LLC | 30,487 | $615.9K | 0.02% | −4,954−14.0% | Reduced |
| Mercer Global Advisors Inc | 29,783 | $601.6K | 0.00% | +29,783 | New |
| Cornerstone Wealth Management, LLC | 27,173 | $548.9K | 0.03% | +1,965+7.8% | Added |
| Quantinno Capital Management LP | 27,165 | $548.7K | 0.00% | +27,165 | New |
| Cambridge Investment Research Advisors, Inc. | 26,905 | $543.0K | 0.00% | +2,633+10.8% | Added |
| Natixis | 26,751 | $538.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 26,200 | $529.2K | 0.01% | +10,000+61.7% | Added |
| Steward Partners Investment Advisory, LLC | 25,284 | $510.7K | 0.00% | +1,850+7.9% | Added |
| Royal Bank of Canada | 24,176 | $488.0K | 0.00% | +12,742+111.4% | Added |
| Wells Fargo & Company | 23,887 | $482.5K | 0.00% | −4,076−14.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,049 | $465.6K | 0.03% | −12,067−34.4% | Reduced |
| Beacon Pointe Advisors, LLC | 22,628 | $457.1K | 0.00% | +22,628 | New |
| Summit Trail Advisors, LLC | 22,502 | $454.5K | 0.01% | +22,502 | New |
| Eagle Global Advisors LLC | 22,325 | $451.0K | 0.02% | +8,015+56.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,462 | $425.2K | 0.00% | +2,417+13.4% | Added |
| Clearstead Advisors, LLC | 20,661 | $417.3K | 0.01% | +90+0.4% | Added |
| Optimum Investment Advisors | 20,393 | $411.9K | 0.18% | +1,738+9.3% | Added |
| Oppenheimer & Co Inc | 20,323 | $410.5K | 0.01% | +1,298+6.8% | Added |
| Northern Trust Corp | 20,202 | $408.1K | 0.00% | +20,202 | New |
| Prospera Financial Services Inc | 20,171 | $407.5K | 0.01% | +50.0% | Added |
| Accredited Investors Inc. | 20,000 | $404.0K | 0.02% | +20,000 | New |
| Oak Harbor Wealth Partners, LLC | 17,981 | $363.2K | 0.10% | 00.0% | Unchanged |
| Bank of America Corp | 17,673 | $357.0K | 0.00% | −481−2.6% | Reduced |
| Simplex Trading, LLC | 16,458 | $332.0K | 0.01% | +16,458 | New |
| Koss-Olinger Consulting, LLC | 16,153 | $326.3K | 0.03% | +16,153 | New |
| Golden State Equity Partners | 15,740 | $317.9K | 0.06% | +15,740 | New |
| Morey & Quinn Wealth Partners, LLC | 14,778 | $298.5K | 0.24% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,734 | $297.6K | 0.00% | +3,323+29.1% | Added |
| Verition Fund Management LLC | 14,100 | $284.8K | 0.00% | +14,100 | New |
| Stifel Financial Corp | 13,995 | $282.7K | 0.00% | −3,935−21.9% | Reduced |
| HB Wealth Management, LLC | 13,599 | $274.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,092 | $264.5K | 0.00% | +920+7.6% | Added |
| Fiduciary Alliance LLC | 13,025 | $263.1K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 13,011 | $262.8K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 12,070 | $243.8K | 0.28% | 00.0% | Unchanged |
| Mariner, LLC | 11,515 | $232.6K | 0.00% | +1,386+13.7% | Added |
| Independent Financial Group, LLC | 11,050 | $223.2K | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 10,574 | $213.6K | 0.03% | +612+6.1% | Added |
| Janney Montgomery Scott LLC | 10,463 | $211.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,089 | $203.8K | 0.00% | +10,089 | New |
| Quantbot Technologies LP | 9,047 | $182.7K | 0.00% | −749−7.6% | Reduced |
| Farther Finance Advisors, LLC | 7,346 | $148.4K | 0.00% | −221−2.9% | Reduced |
| Brown Brothers Harriman & Co | 5,337 | $107.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,398 | $88.8K | 0.00% | −8,799−66.7% | Reduced |
| Promus Capital, LLC | 4,046 | $81.7K | 0.03% | +2,023+100.0% | Added |
| Atticus Wealth Management, LLC | 3,816 | $77.1K | 0.02% | +3,816 | New |
| Millstone Evans Group, LLC | 3,686 | $74.5K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 3,132 | $63.3K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,850 | $57.6K | 0.05% | +1,350+90.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,739 | $55.3K | 0.01% | −1,606−37.0% | Reduced |
| First Horizon Advisors, Inc. | 2,658 | $53.7K | 0.00% | +1,615+154.8% | Added |