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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 6,684 | $135.4K | 0.00% | +6,684 | New |
| Brown Brothers Harriman & Co | 5,337 | $108.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,123 | $84.0K | 0.00% | +3,374+450.5% | Added |
| Millstone Evans Group, LLC | 3,686 | $74.7K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 3,132 | $63.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,002 | $60.8K | 0.00% | +3,002 | New |
| Simplex Trading, LLC | 2,576 | $52.0K | 0.00% | −13,882−84.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,378 | $48.2K | 0.01% | −361−13.2% | Reduced |
| Capital Advisors, Ltd. LLC | 2,250 | $46.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,223 | $45.0K | 0.00% | +2,185+5,750.0% | Added |
| Promus Capital, LLC | 2,023 | $41.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,783 | $34.8K | 0.00% | −115−6.1% | Reduced |
| Atlantic Union Bankshares Corp | 1,500 | $30.4K | 0.00% | +1,500 | New |
| ORG Partners LLC | 1,416 | $28.7K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,431 | $28.0K | 0.00% | +1,431 | New |
| AdvisorNet Financial, Inc | 1,229 | $24.9K | 0.00% | −499−28.9% | Reduced |
| Cedar Wealth Management, LLC | 992 | $20.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 773 | $15.7K | 0.00% | −1,593−67.3% | Reduced |
| The PNC Financial Services Group, Inc. | 750 | $15.2K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 600 | $12.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 500 | $10.1K | 0.00% | +500 | New |
| Peterson Wealth Services | 343 | $2.47K | 0.00% | +221+181.1% | Added |
| Flagship Wealth Advisors, LLC | 84 | $1.70K | 0.00% | +84 | New |
| Russell Investments Group, Ltd. | 72 | $1.46K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 62 | $1.26K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 51 | $1.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $203 | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 7 | $141 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $81 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $20 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −54,066−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −36,583−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −23,049−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,047−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −3,816−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Enterprise Bank & Trust Co | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |