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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2,250 | $45.0K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 2,023 | $40.9K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,898 | $38.3K | 0.00% | −3,269−63.3% | Reduced |
| AdvisorNet Financial, Inc | 1,728 | $34.9K | 0.00% | +1,000+137.4% | Added |
| ORG Partners LLC | 1,416 | $28.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 992 | $20.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 788 | $15.9K | 0.00% | +788 | New |
| The PNC Financial Services Group, Inc. | 750 | $15.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 749 | $15.0K | 0.00% | +705+1,602.3% | Added |
| Tower Research Capital LLC (TRC) | 699 | $14.1K | 0.00% | +675+2,812.5% | Added |
| 1 North Wealth Services LLC | 600 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $4.04K | 0.00% | +200 | New |
| Northwestern Mutual Wealth Management Co | 150 | $3.03K | 0.00% | +150 | New |
| Peterson Wealth Services | 122 | $2.46K | 0.00% | +1+0.8% | Added |
| Russell Investments Group, Ltd. | 72 | $1.45K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 62 | $1.25K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 51 | $1.03K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 38 | $768 | 0.00% | +38 | New |
| Smartleaf Asset Management LLC | 7 | $139 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $81 | 0.00% | +2+100.0% | Added |
| Danske Bank A/S | 1 | $20 | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −107,353−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −51,264−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −51,180−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,318−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −19,710−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −15,323−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,718−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,248−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,474−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −11,462−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −9,883−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |