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, Q3 2025
Institutional positions in Fidus Investment Corp as of Sep 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
- 130
- +12 vs. Q2 2025
- Shares held
- 9.58M
- +606.1K (+6.8%) vs. Q2 2025
- Total value
- $194.1M
- +$12.9M (+7.1%) vs. Q2 2025
- New holders
- 20
- 46 more added
- Sold out
- 8
- 34 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 903,443 | $18.3M | 0.02% | +56,449+6.7% | Added |
| Raymond James Financial Inc | 775,573 | $15.7M | 0.01% | −38,129−4.7% | Reduced |
| Invesco Ltd. | 497,921 | $10.1M | 0.00% | +51,218+11.5% | Added |
| Cetera Investment Advisers | 451,936 | $9.16M | 0.01% | +81,601+22.0% | Added |
| Envestnet Asset Management Inc | 439,915 | $8.91M | 0.00% | +80,500+22.4% | Added |
| Columbus Macro, LLC | 401,460 | $8.13M | 0.93% | +78,917+24.5% | Added |
| UBS Group AG | 375,736 | $7.61M | 0.00% | +77,346+25.9% | Added |
| Baird Financial Group, Inc. | 356,300 | $7.22M | 0.01% | +43,298+13.8% | Added |
| BlackRock, Inc. | 248,625 | $5.04M | 0.00% | +55,472+28.7% | Added |
| Muzinich & Co., Inc. | 247,443 | $5.01M | 1.94% | +57,215+30.1% | Added |
| Morgan Stanley | 247,091 | $5.01M | 0.00% | −20,354−7.6% | Reduced |
| Two Sigma Investments, LP | 220,652 | $4.47M | 0.01% | −67,227−23.4% | Reduced |
| Legal & General Group Plc | 212,798 | $4.31M | 0.00% | −15,714−6.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 209,241 | $4.24M | 0.00% | +56,778+37.2% | Added |
| Novare Capital Management LLC | 199,839 | $4.05M | 0.31% | +9,564+5.0% | Added |
| PFG Advisors | 179,315 | $3.63M | 0.15% | −9,180−4.9% | Reduced |
| Franklin Resources Inc | 165,784 | $3.36M | 0.00% | −1,232−0.7% | Reduced |
| D.A. Davidson & Co. | 155,751 | $3.16M | 0.02% | +39,879+34.4% | Added |
| Advisors Asset Management, Inc. | 151,293 | $3.07M | 0.05% | −3,317−2.1% | Reduced |
| GraniteShares Advisors LLC | 145,333 | $2.94M | 1.70% | +12,801+9.7% | Added |
| Ethos Financial Group, LLC | 142,864 | $2.89M | 0.23% | +5,499+4.0% | Added |
| Two Sigma Advisers, LP | 96,213 | $1.95M | 0.00% | −284,400−74.7% | Reduced |
| LPL Financial LLC | 93,708 | $1.90M | 0.00% | +10,715+12.9% | Added |
| HighTower Advisors, LLC | 93,028 | $1.88M | 0.00% | +2,163+2.4% | Added |
| Capital Investment Advisory Services, LLC | 92,082 | $1.87M | 0.15% | +7,558+8.9% | Added |
| GWM Advisors LLC | 88,103 | $1.78M | 0.01% | −3,010−3.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 85,032 | $1.72M | 0.54% | +7,414+9.6% | Added |
| Qube Research & Technologies Ltd | 83,214 | $1.69M | 0.00% | +18,285+28.2% | Added |
| MGB Wealth Management, LLC | 82,120 | $1.66M | 0.47% | −7,655−8.5% | Reduced |
| Davis Investment Partners, LLC | 77,133 | $1.57M | 0.54% | +290.0% | Added |
| Palogic Value Management, L.P. | 72,673 | $1.47M | 0.62% | +3,572+5.2% | Added |
| Ameriprise Financial Inc | 72,062 | $1.46M | 0.00% | −20,018−21.7% | Reduced |
| IHT Wealth Management, LLC | 71,681 | $1.45M | 0.04% | +2,100+3.0% | Added |
| Plan Group Financial, LLC | 68,713 | $1.39M | 0.37% | +18,950+38.1% | Added |
| Legacy Capital Wealth Partners, LLC | 65,449 | $1.33M | 0.29% | −588−0.9% | Reduced |
| Marshall Wace, LLP | 64,929 | $1.32M | 0.00% | +64,929 | New |
| Riverbridge Partners LLC | 58,480 | $1.18M | 0.02% | +19,505+50.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 58,246 | $1.18M | 0.03% | −4,115−6.6% | Reduced |
| Rockland Trust Co | 55,912 | $1.13M | 0.05% | +55,912 | New |
| Greenland Capital Management LP | 55,000 | $1.11M | 0.16% | +1,810+3.4% | Added |
| WT Wealth Management | 51,113 | $1.04M | 0.30% | −742−1.4% | Reduced |
| Credit Agricole S A | 50,401 | $1.02M | 0.00% | +50,401 | New |
| Trexquant Investment LP | 50,151 | $1.02M | 0.01% | −26,382−34.5% | Reduced |
| Truist Financial Corp | 44,872 | $909.1K | 0.00% | −831−1.8% | Reduced |
| Great West Life Assurance Co | 43,709 | $884.0K | 0.00% | +10,615+32.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 41,978 | $850.5K | 0.03% | −2,038−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 39,945 | $809.0K | 0.00% | +4,821+13.7% | Added |
| Virtus Investment Advisers, Inc. | 39,844 | $807.2K | 0.23% | −1,411−3.4% | Reduced |
| Davenport & Co LLC | 35,887 | $727.1K | 0.00% | −350−1.0% | Reduced |
| CAPROCK Group, Inc. | 32,665 | $703.3K | 0.02% | +32,665 | New |
| Northwestern Mutual Wealth Management Co | 31,228 | $632.7K | 0.00% | +31,078+20,718.7% | Added |
| Brevan Howard Capital Management LP | 31,091 | $629.9K | 0.01% | +31,091 | New |
| Level Four Advisory Services, LLC | 30,994 | $628.0K | 0.02% | +507+1.7% | Added |
| Mercer Global Advisors Inc | 30,089 | $609.6K | 0.00% | +306+1.0% | Added |
| Creative Planning | 28,044 | $568.2K | 0.00% | +28,044 | New |
| Cornerstone Wealth Management, LLC | 27,792 | $563.1K | 0.03% | +619+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 27,724 | $561.7K | 0.00% | +2,440+9.7% | Added |
| Quantinno Capital Management LP | 27,165 | $550.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,595 | $539.0K | 0.00% | −310−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 26,200 | $530.8K | 0.01% | 00.0% | Unchanged |
| Natixis | 25,525 | $518.7K | 0.00% | −1,226−4.6% | Reduced |
| Northern Trust Corp | 23,169 | $469.4K | 0.00% | +2,967+14.7% | Added |
| Beacon Pointe Advisors, LLC | 22,628 | $458.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 22,519 | $456.2K | 0.00% | +4,846+27.4% | Added |
| Summit Trail Advisors, LLC | 22,502 | $455.9K | 0.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 22,325 | $452.3K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21,337 | $432.3K | 0.01% | +20,549+2,607.7% | Added |
| Oppenheimer & Co Inc | 20,859 | $422.6K | 0.01% | +536+2.6% | Added |
| Optimum Investment Advisors | 20,628 | $417.9K | 0.17% | +235+1.2% | Added |
| VestGen Advisors, LLC | 20,628 | $417.9K | 0.01% | +20,628 | New |
| Wells Fargo & Company | 20,369 | $412.7K | 0.00% | −3,518−14.7% | Reduced |
| Accredited Investors Inc. | 20,000 | $405.2K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,966 | $404.5K | 0.01% | −205−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,973 | $399.1K | 0.00% | −489−2.4% | Reduced |
| Monument Capital Management | 19,039 | $385.7K | 0.10% | +19,039 | New |
| Oak Harbor Wealth Partners, LLC | 17,981 | $364.3K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 17,852 | $361.7K | 0.01% | +17,852 | New |
| Stifel Financial Corp | 16,565 | $335.6K | 0.00% | +2,570+18.4% | Added |
| Clearstead Advisors, LLC | 16,432 | $332.9K | 0.00% | −4,229−20.5% | Reduced |
| Golden State Equity Partners | 16,305 | $330.3K | 0.06% | +565+3.6% | Added |
| Koss-Olinger Consulting, LLC | 16,153 | $326.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,700 | $318.1K | 0.00% | +1,600+11.3% | Added |
| Private Advisor Group, LLC | 15,085 | $305.6K | 0.00% | +351+2.4% | Added |
| JT Stratford LLC | 15,046 | $304.8K | 0.04% | +15,046 | New |
| Advisor Group Holdings, Inc. | 13,092 | $281.3K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,599 | $275.5K | 0.00% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 13,278 | $269.0K | 0.20% | −1,500−10.2% | Reduced |
| Fiduciary Alliance LLC | 13,025 | $263.9K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 13,011 | $263.6K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 12,070 | $244.5K | 0.27% | 00.0% | Unchanged |
| Mariner, LLC | 12,038 | $243.9K | 0.00% | +523+4.5% | Added |
| Kestra Advisory Services, LLC | 11,576 | $234.5K | 0.00% | +11,576 | New |
| Secure Asset Management, LLC | 11,366 | $231.1K | 0.04% | +11,366 | New |
| Independent Financial Group, LLC | 11,050 | $223.9K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,458 | $212.0K | 0.00% | −50.0% | Reduced |
| Advisory Research Inc | 10,403 | $210.8K | 0.03% | −171−1.6% | Reduced |
| Blair William & Co | 9,883 | $200.2K | 0.00% | +9,883 | New |
| JPMorgan Chase & Co | 8,793 | $178.1K | 0.00% | +4,395+99.9% | Added |
| Royal Bank of Canada | 7,664 | $155.0K | 0.00% | −4,424−36.6% | Reduced |
| Farther Finance Advisors, LLC | 7,346 | $148.8K | 0.00% | 00.0% | Unchanged |