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, Q4 2025
Institutional positions in Fidus Investment Corp as of Dec 31, 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
- 149
- +21 vs. Q3 2025
- Shares held
- 10.1M
- +511.8K (+5.4%) vs. Q3 2025
- Total value
- $194.3M
- +$698.7K (+0.4%) vs. Q3 2025
- New holders
- 32
- 48 more added
- Sold out
- 11
- 35 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 851,637 | $16.4M | 0.01% | −51,806−5.7% | Reduced |
| Raymond James Financial Inc | 736,025 | $14.2M | 0.00% | −39,548−5.1% | Reduced |
| Cetera Investment Advisers | 523,659 | $10.1M | 0.01% | +71,723+15.9% | Added |
| Envestnet Asset Management Inc | 520,330 | $10.0M | 0.00% | +80,415+18.3% | Added |
| Columbus Macro, LLC | 485,780 | $9.38M | 1.03% | +84,320+21.0% | Added |
| UBS Group AG | 439,945 | $8.49M | 0.00% | +64,209+17.1% | Added |
| Baird Financial Group, Inc. | 385,598 | $7.44M | 0.01% | +29,298+8.2% | Added |
| Two Sigma Investments, LP | 382,391 | $7.38M | 0.01% | +161,739+73.3% | Added |
| Muzinich & Co., Inc. | 347,114 | $6.70M | 2.11% | +99,671+40.3% | Added |
| Legal & General Group Plc | 252,442 | $4.87M | 0.00% | +39,644+18.6% | Added |
| Morgan Stanley | 249,524 | $4.82M | 0.00% | +2,433+1.0% | Added |
| Millennium Management LLC | 247,580 | $4.78M | 0.00% | +247,580 | New |
| BlackRock, Inc. | 244,357 | $4.72M | 0.00% | −4,268−1.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 213,385 | $4.12M | 0.00% | +4,144+2.0% | Added |
| Novare Capital Management LLC | 204,889 | $3.95M | 0.30% | +5,050+2.5% | Added |
| Franklin Resources Inc | 184,152 | $3.55M | 0.00% | +18,368+11.1% | Added |
| PFG Advisors | 183,987 | $3.55M | 0.17% | +4,672+2.6% | Added |
| Ethos Financial Group, LLC | 138,173 | $2.67M | 0.20% | −4,691−3.3% | Reduced |
| Advisors Asset Management, Inc. | 112,724 | $2.18M | 0.04% | −38,569−25.5% | Reduced |
| Jane Street Group, LLC | 109,758 | $2.12M | 0.00% | +109,758 | New |
| Riverbridge Partners LLC | 101,578 | $1.96M | 0.04% | +43,098+73.7% | Added |
| Capital Investment Advisory Services, LLC | 100,180 | $1.93M | 0.14% | +8,098+8.8% | Added |
| LPL Financial LLC | 95,795 | $1.85M | 0.00% | +2,087+2.2% | Added |
| HighTower Advisors, LLC | 93,215 | $1.80M | 0.00% | +187+0.2% | Added |
| D.A. Davidson & Co. | 81,870 | $1.58M | 0.01% | −73,881−47.4% | Reduced |
| Plan Group Financial, LLC | 79,689 | $1.54M | 0.40% | +10,976+16.0% | Added |
| Davis Investment Partners, LLC | 76,703 | $1.50M | 0.52% | −430−0.6% | Reduced |
| IHT Wealth Management, LLC | 74,606 | $1.44M | 0.04% | +2,925+4.1% | Added |
| Palogic Value Management, L.P. | 73,993 | $1.43M | 0.61% | +1,320+1.8% | Added |
| GWM Advisors LLC | 72,995 | $1.41M | 0.01% | −15,108−17.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 72,921 | $1.41M | 0.30% | +7,472+11.4% | Added |
| Qube Research & Technologies Ltd | 72,084 | $1.39M | 0.00% | −11,130−13.4% | Reduced |
| Two Sigma Advisers, LP | 72,013 | $1.39M | 0.00% | −24,200−25.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 70,546 | $1.36M | 0.40% | −14,486−17.0% | Reduced |
| Ameriprise Financial Inc | 68,832 | $1.33M | 0.00% | −3,230−4.5% | Reduced |
| Greenland Capital Management LP | 65,000 | $1.25M | 0.18% | +10,000+18.2% | Added |
| MGB Wealth Management, LLC | 61,793 | $1.19M | 0.34% | −20,327−24.8% | Reduced |
| Rockland Trust Co | 55,912 | $1.08M | 0.04% | 00.0% | Unchanged |
| WT Wealth Management | 51,113 | $986.5K | 0.28% | 00.0% | Unchanged |
| Credit Agricole S A | 50,401 | $972.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 45,814 | $883.0K | 0.00% | +2,105+4.8% | Added |
| MQS Management LLC | 44,143 | $852.0K | 0.50% | +44,143 | New |
| Truist Financial Corp | 43,879 | $846.9K | 0.00% | −993−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 43,604 | $841.6K | 0.00% | +3,659+9.2% | Added |
| Schonfeld Strategic Advisors LLC | 41,679 | $804.4K | 0.00% | +41,679 | New |
| Y-Intercept (Hong Kong) Ltd | 41,518 | $801.3K | 0.02% | −16,728−28.7% | Reduced |
| Sound Income Strategies, LLC | 38,096 | $758.5K | 0.04% | +36,313+2,036.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 38,831 | $749.4K | 0.03% | −3,147−7.5% | Reduced |
| Closed-End Fund Advisors, Inc. | 38,831 | $749.4K | 0.44% | +38,831 | New |
| Davenport & Co LLC | 35,887 | $692.6K | 0.00% | 00.0% | Unchanged |
| Haven Private, LLC | 33,656 | $649.6K | 0.28% | +33,656 | New |
| XTX Topco Ltd | 33,519 | $646.9K | 0.02% | +33,519 | New |
| Virtus Investment Advisers, Inc. | 33,322 | $643.1K | 0.17% | −6,522−16.4% | Reduced |
| Bank of America Corp | 32,879 | $634.6K | 0.00% | +10,360+46.0% | Added |
| CAPROCK Group, Inc. | 32,665 | $630.4K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 32,635 | $629.9K | 0.01% | +32,635 | New |
| Goldman Sachs Group Inc | 32,514 | $627.5K | 0.00% | +32,514 | New |
| JPMorgan Chase & Co | 32,245 | $622.3K | 0.00% | +23,452+266.7% | Added |
| Northwestern Mutual Wealth Management Co | 31,233 | $602.8K | 0.00% | +50.0% | Added |
| Beacon Pointe Advisors, LLC | 30,128 | $581.5K | 0.00% | +7,500+33.1% | Added |
| Cornerstone Wealth Management, LLC | 30,125 | $581.4K | 0.03% | +2,333+8.4% | Added |
| TrueMark Investments, LLC | 30,021 | $579.4K | 0.11% | +30,021 | New |
| Steward Partners Investment Advisory, LLC | 28,763 | $555.1K | 0.00% | +1,039+3.7% | Added |
| Creative Planning | 28,716 | $554.2K | 0.00% | +672+2.4% | Added |
| Quantinno Capital Management LP | 27,165 | $524.3K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 27,051 | $522.1K | 0.02% | −3,943−12.7% | Reduced |
| Stratos Wealth Partners, LTD. | 27,000 | $521.1K | 0.01% | +800+3.1% | Added |
| Mercer Global Advisors Inc | 26,966 | $520.4K | 0.00% | −3,123−10.4% | Reduced |
| D. E. Shaw & Co., Inc. | 24,941 | $481.4K | 0.00% | +24,941 | New |
| OpenArc Corporate Advisory, LLC | 24,847 | $479.5K | 0.01% | +24,847 | New |
| Summit Trail Advisors, LLC | 22,616 | $436.5K | 0.01% | +114+0.5% | Added |
| Eagle Global Advisors LLC | 22,255 | $429.5K | 0.02% | −70−0.3% | Reduced |
| Susquehanna International Group, LLP | 22,006 | $424.7K | 0.00% | +22,006 | New |
| Golden State Equity Partners | 21,957 | $423.8K | 0.07% | +5,652+34.7% | Added |
| Northern Trust Corp | 21,240 | $409.9K | 0.00% | −1,929−8.3% | Reduced |
| VestGen Advisors, LLC | 21,148 | $408.2K | 0.02% | +520+2.5% | Added |
| Oxford Asset Management LLP | 20,239 | $390.6K | 0.14% | +20,239 | New |
| Verition Fund Management LLC | 20,200 | $389.9K | 0.00% | +4,500+28.7% | Added |
| Accredited Investors Inc. | 20,000 | $386.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,966 | $385.3K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,612 | $378.5K | 0.00% | −757−3.7% | Reduced |
| Oppenheimer & Co Inc | 19,489 | $376.1K | 0.01% | −1,370−6.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,988 | $374.3K | 0.00% | −985−4.9% | Reduced |
| Monument Capital Management | 19,039 | $367.5K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 18,396 | $355.0K | 0.01% | +544+3.0% | Added |
| Brevan Howard Capital Management LP | 18,194 | $351.1K | 0.01% | −12,897−41.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,981 | $347.0K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,657 | $340.8K | 0.00% | +1,092+6.6% | Added |
| Quantbot Technologies LP | 17,353 | $334.9K | 0.01% | +17,353 | New |
| Clearstead Advisors, LLC | 16,432 | $317.1K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 15,411 | $297.4K | 0.05% | +4,045+35.6% | Added |
| Koss-Olinger Consulting, LLC | 15,153 | $292.0K | 0.02% | −1,000−6.2% | Reduced |
| JT Stratford LLC | 15,046 | $290.4K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 14,841 | $286.4K | 0.00% | +14,841 | New |
| Aquatic Capital Management LLC | 14,519 | $280.2K | 0.01% | +14,519 | New |
| Global Retirement Partners, LLC | 13,970 | $269.6K | 0.00% | −7,367−34.5% | Reduced |
| Private Advisor Group, LLC | 13,906 | $268.4K | 0.00% | −1,179−7.8% | Reduced |
| HB Wealth Management, LLC | 13,599 | $262.5K | 0.00% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 13,278 | $256.3K | 0.18% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 13,011 | $251.1K | 0.01% | 00.0% | Unchanged |