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, 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
- 9.04M
- +247.5K (+2.8%) vs. Q1 2025
- Total value
- $182.6M
- +$3.53M (+2.0%) vs. Q1 2025
- New holders
- 17
- 54 more added
- Sold out
- 16
- 26 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 | $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, 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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $20 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 4 | $81 | 0.00% | +2+100.0% | Added |
| Smartleaf Asset Management LLC | 7 | $139 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 38 | $768 | 0.00% | +38 | New |
| Geneos Wealth Management Inc. | 51 | $1.03K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 62 | $1.25K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 72 | $1.45K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 122 | $2.46K | 0.00% | +1+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 150 | $3.03K | 0.00% | +150 | New |
| Ameritas Advisory Services, LLC | 200 | $4.04K | 0.00% | +200 | New |
| 1 North Wealth Services LLC | 600 | $12.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 699 | $14.1K | 0.00% | +675+2,812.5% | Added |
| CWM, LLC | 749 | $15.0K | 0.00% | +705+1,602.3% | Added |
| The PNC Financial Services Group, Inc. | 750 | $15.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 788 | $15.9K | 0.00% | +788 | New |
| Cedar Wealth Management, LLC | 992 | $20.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,416 | $28.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,728 | $34.9K | 0.00% | +1,000+137.4% | Added |
| Sound Income Strategies, LLC | 1,898 | $38.3K | 0.00% | −3,269−63.3% | Reduced |
| Promus Capital, LLC | 2,023 | $40.9K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,250 | $45.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 2,366 | $47.8K | 0.01% | +986+71.4% | Added |
| First Horizon Advisors, Inc. | 2,658 | $53.7K | 0.00% | +1,615+154.8% | Added |
| GPS Wealth Strategies Group, LLC | 2,739 | $55.3K | 0.01% | −1,606−37.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,850 | $57.6K | 0.05% | +1,350+90.0% | Added |
| MAI Capital Management | 3,132 | $63.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,686 | $74.5K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,816 | $77.1K | 0.02% | +3,816 | New |
| JPMorgan Chase & Co | 4,398 | $88.8K | 0.00% | −8,799−66.7% | Reduced |
| Brown Brothers Harriman & Co | 5,337 | $107.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,346 | $148.4K | 0.00% | −221−2.9% | Reduced |
| Quantbot Technologies LP | 9,047 | $182.7K | 0.00% | −749−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 10,089 | $203.8K | 0.00% | +10,089 | New |
| Janney Montgomery Scott LLC | 10,463 | $211.0K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 10,574 | $213.6K | 0.03% | +612+6.1% | Added |
| Independent Financial Group, LLC | 11,050 | $223.2K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 11,515 | $232.6K | 0.00% | +1,386+13.7% | Added |
| Sage Investment Counsel LLC | 12,070 | $243.8K | 0.28% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,088 | $244.0K | 0.00% | +654+5.7% | Added |
| Bragg Financial Advisors, Inc | 13,011 | $262.8K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 13,025 | $263.1K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,092 | $264.5K | 0.00% | +920+7.6% | Added |
| HB Wealth Management, LLC | 13,599 | $274.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,995 | $282.7K | 0.00% | −3,935−21.9% | Reduced |
| Verition Fund Management LLC | 14,100 | $284.8K | 0.00% | +14,100 | New |
| Private Advisor Group, LLC | 14,734 | $297.6K | 0.00% | +3,323+29.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 14,778 | $298.5K | 0.24% | 00.0% | Unchanged |
| Golden State Equity Partners | 15,740 | $317.9K | 0.06% | +15,740 | New |
| Koss-Olinger Consulting, LLC | 16,153 | $326.3K | 0.03% | +16,153 | New |
| Simplex Trading, LLC | 16,458 | $332.0K | 0.01% | +16,458 | New |
| Bank of America Corp | 17,673 | $357.0K | 0.00% | −481−2.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,981 | $363.2K | 0.10% | 00.0% | Unchanged |
| Accredited Investors Inc. | 20,000 | $404.0K | 0.02% | +20,000 | New |
| Prospera Financial Services Inc | 20,171 | $407.5K | 0.01% | +50.0% | Added |
| Northern Trust Corp | 20,202 | $408.1K | 0.00% | +20,202 | New |
| Oppenheimer & Co Inc | 20,323 | $410.5K | 0.01% | +1,298+6.8% | Added |
| Optimum Investment Advisors | 20,393 | $411.9K | 0.18% | +1,738+9.3% | Added |
| Clearstead Advisors, LLC | 20,661 | $417.3K | 0.01% | +90+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,462 | $425.2K | 0.00% | +2,417+13.4% | Added |
| Eagle Global Advisors LLC | 22,325 | $451.0K | 0.02% | +8,015+56.0% | Added |
| Summit Trail Advisors, LLC | 22,502 | $454.5K | 0.01% | +22,502 | New |
| Beacon Pointe Advisors, LLC | 22,628 | $457.1K | 0.00% | +22,628 | New |
| Campbell & CO Investment Adviser LLC | 23,049 | $465.6K | 0.03% | −12,067−34.4% | Reduced |
| Wells Fargo & Company | 23,887 | $482.5K | 0.00% | −4,076−14.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,284 | $510.7K | 0.00% | +1,850+7.9% | Added |
| Stratos Wealth Partners, LTD. | 26,200 | $529.2K | 0.01% | +10,000+61.7% | Added |
| Natixis | 26,751 | $538.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,905 | $543.0K | 0.00% | +2,633+10.8% | Added |
| Quantinno Capital Management LP | 27,165 | $548.7K | 0.00% | +27,165 | New |
| Cornerstone Wealth Management, LLC | 27,173 | $548.9K | 0.03% | +1,965+7.8% | Added |
| Mercer Global Advisors Inc | 29,783 | $601.6K | 0.00% | +29,783 | New |
| Level Four Advisory Services, LLC | 30,487 | $615.9K | 0.02% | −4,954−14.0% | Reduced |
| Great West Life Assurance Co | 33,094 | $670.0K | 0.00% | +1,469+4.6% | Added |
| Commonwealth Equity Services, LLC | 35,124 | $710.0K | 0.00% | +6,011+20.6% | Added |
| Davenport & Co LLC | 36,237 | $732.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 36,583 | $739.0K | 0.41% | −9,306−20.3% | Reduced |
| Riverbridge Partners LLC | 38,975 | $787.3K | 0.01% | +1,470+3.9% | Added |
| Virtus Investment Advisers, Inc. | 41,255 | $833.4K | 0.28% | −1,126−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 44,016 | $889.1K | 0.04% | +210.0% | Added |
| Truist Financial Corp | 45,703 | $908.6K | 0.00% | −1,252−2.7% | Reduced |
| Plan Group Financial, LLC | 49,763 | $1.01M | 0.33% | +13,924+38.9% | Added |
| WT Wealth Management | 51,855 | $1.05M | 0.31% | −1,521−2.8% | Reduced |
| Greenland Capital Management LP | 53,190 | $1.07M | 0.14% | −5,510−9.4% | Reduced |
| HRT Financial LP | 54,066 | $1.09M | 0.00% | +11,412+26.8% | Added |
| Enterprise Bank & Trust Co | 55,912 | $1.13M | 0.42% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 62,361 | $1.26M | 0.03% | +51,477+473.0% | Added |
| Qube Research & Technologies Ltd | 64,929 | $1.31M | 0.00% | +18,489+39.8% | Added |
| Legacy Capital Wealth Partners, LLC | 66,037 | $1.33M | 0.30% | −1,822−2.7% | Reduced |
| Palogic Value Management, L.P. | 69,101 | $1.40M | 0.59% | +1,784+2.7% | Added |
| IHT Wealth Management, LLC | 69,581 | $1.41M | 0.04% | +6,397+10.1% | Added |
| Trexquant Investment LP | 76,533 | $1.55M | 0.02% | +27,643+56.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 77,618 | $1.57M | 0.56% | +1,509+2.0% | Added |
| Davis Investment Partners, LLC | 77,104 | $1.57M | 0.56% | −4,549−5.6% | Reduced |
| LPL Financial LLC | 82,993 | $1.68M | 0.00% | −2,992−3.5% | Reduced |
| Capital Investment Advisory Services, LLC | 84,524 | $1.71M | 0.14% | +10,361+14.0% | Added |
| MGB Wealth Management, LLC | 89,775 | $1.81M | 0.60% | +1,821+2.1% | Added |
| HighTower Advisors, LLC | 90,865 | $1.84M | 0.00% | +197+0.2% | Added |
| GWM Advisors LLC | 91,113 | $1.84M | 0.01% | −10,389−10.2% | Reduced |
| Ameriprise Financial Inc | 92,080 | $1.86M | 0.00% | −14,251−13.4% | Reduced |
| D.A. Davidson & Co. | 115,872 | $2.34M | 0.02% | +71,145+159.1% | Added |