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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7 | $135 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $193 | 0.00% | 00.0% | Unchanged |
| Natixis | 34 | $654 | 0.00% | −25,491−99.9% | Reduced |
| Geneos Wealth Management Inc. | 51 | $984 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 63 | $1.22K | 0.00% | +1+1.6% | Added |
| Russell Investments Group, Ltd. | 72 | $1.39K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 88 | $2.00K | 0.00% | +88 | New |
| Caitong International Asset Management Co., Ltd | 116 | $2.24K | 0.00% | +112+2,800.0% | Added |
| Peterson Wealth Services | 122 | $2.35K | 0.00% | −221−64.4% | Reduced |
| SWAN Capital LLC | 173 | $3.34K | 0.00% | +173 | New |
| Quarry LP | 261 | $5.04K | 0.00% | −512−66.2% | Reduced |
| WealthCollab, LLC | 344 | $6.64K | 0.00% | +344 | New |
| South State Corp. | 500 | $9.65K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 600 | $11.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 750 | $14.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 770 | $14.9K | 0.00% | +770 | New |
| Allworth Financial LP | 800 | $15.4K | 0.00% | +800 | New |
| State of Alaska, Department of Revenue | 1,431 | $27.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,416 | $27.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,430 | $27.6K | 0.00% | +201+16.4% | Added |
| Atlantic Union Bankshares Corp | 1,500 | $28.9K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,550 | $29.9K | 0.02% | +1,550 | New |
| Laurel Wealth Advisors LLC | 1,572 | $30.3K | 0.00% | +1,572 | New |
| Flagship Harbor Advisors, LLC | 1,583 | $30.6K | 0.00% | +1,583 | New |
| BNP Paribas Arbitrage, SA | 1,708 | $33.0K | 0.00% | −515−23.2% | Reduced |
| Capital Advisors, Ltd. LLC | 2,250 | $43.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,090 | $59.6K | 0.05% | +3,090 | New |
| MAI Capital Management | 3,132 | $60.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 3,686 | $71.1K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,003 | $96.6K | 0.00% | −8,089−61.8% | Reduced |
| Simplex Trading, LLC | 5,278 | $101.9K | 0.00% | +2,702+104.9% | Added |
| Brown Brothers Harriman & Co | 5,337 | $103.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,694 | $129.0K | 0.00% | +2,571+62.4% | Added |
| Rockefeller Capital Management L.P. | 6,831 | $131.8K | 0.00% | +147+2.2% | Added |
| Farther Finance Advisors, LLC | 7,346 | $141.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,520 | $145.1K | 0.00% | +7,520 | New |
| Royal Bank of Canada | 7,924 | $153.0K | 0.00% | +260+3.4% | Added |
| Kingstone Capital Partners Texas, LLC | 10,399 | $201.0K | 0.12% | +10,399 | New |
| Tudor Investment Corp Et Al | 10,793 | $208.3K | 0.00% | +10,793 | New |
| Independent Financial Group, LLC | 11,050 | $213.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,576 | $223.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,647 | $225.0K | 0.00% | −14,948−56.2% | Reduced |
| Janney Montgomery Scott LLC | 11,905 | $230.0K | 0.00% | +1,447+13.8% | Added |
| Sage Investment Counsel LLC | 12,070 | $233.0K | 0.26% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 12,301 | $237.4K | 0.02% | −724−5.6% | Reduced |
| Squarepoint Ops LLC | 12,362 | $238.6K | 0.00% | +12,362 | New |
| Massar Capital Management, LP | 12,452 | $240.3K | 0.05% | +12,452 | New |
| Annex Advisory Services, LLC | 12,495 | $241.2K | 0.00% | +12,495 | New |
| Bragg Financial Advisors, Inc | 13,011 | $251.1K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 13,278 | $256.3K | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,599 | $262.5K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,906 | $268.4K | 0.00% | −1,179−7.8% | Reduced |
| Global Retirement Partners, LLC | 13,970 | $269.6K | 0.00% | −7,367−34.5% | Reduced |
| Aquatic Capital Management LLC | 14,519 | $280.2K | 0.01% | +14,519 | New |
| Quadrature Capital Ltd | 14,841 | $286.4K | 0.00% | +14,841 | New |
| JT Stratford LLC | 15,046 | $290.4K | 0.04% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 15,153 | $292.0K | 0.02% | −1,000−6.2% | Reduced |
| Secure Asset Management, LLC | 15,411 | $297.4K | 0.05% | +4,045+35.6% | Added |
| Clearstead Advisors, LLC | 16,432 | $317.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 17,353 | $334.9K | 0.01% | +17,353 | New |
| Stifel Financial Corp | 17,657 | $340.8K | 0.00% | +1,092+6.6% | Added |
| Oak Harbor Wealth Partners, LLC | 17,981 | $347.0K | 0.08% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 18,194 | $351.1K | 0.01% | −12,897−41.5% | Reduced |
| Apollon Wealth Management, LLC | 18,396 | $355.0K | 0.01% | +544+3.0% | Added |
| Monument Capital Management | 19,039 | $367.5K | 0.09% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,988 | $374.3K | 0.00% | −985−4.9% | Reduced |
| Oppenheimer & Co Inc | 19,489 | $376.1K | 0.01% | −1,370−6.6% | Reduced |
| Wells Fargo & Company | 19,612 | $378.5K | 0.00% | −757−3.7% | Reduced |
| Prospera Financial Services Inc | 19,966 | $385.3K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 20,000 | $386.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 20,200 | $389.9K | 0.00% | +4,500+28.7% | Added |
| Oxford Asset Management LLP | 20,239 | $390.6K | 0.14% | +20,239 | New |
| VestGen Advisors, LLC | 21,148 | $408.2K | 0.02% | +520+2.5% | Added |
| Northern Trust Corp | 21,240 | $409.9K | 0.00% | −1,929−8.3% | Reduced |
| Golden State Equity Partners | 21,957 | $423.8K | 0.07% | +5,652+34.7% | Added |
| Susquehanna International Group, LLP | 22,006 | $424.7K | 0.00% | +22,006 | New |
| Eagle Global Advisors LLC | 22,255 | $429.5K | 0.02% | −70−0.3% | Reduced |
| Summit Trail Advisors, LLC | 22,616 | $436.5K | 0.01% | +114+0.5% | Added |
| OpenArc Corporate Advisory, LLC | 24,847 | $479.5K | 0.01% | +24,847 | New |
| D. E. Shaw & Co., Inc. | 24,941 | $481.4K | 0.00% | +24,941 | New |
| Mercer Global Advisors Inc | 26,966 | $520.4K | 0.00% | −3,123−10.4% | Reduced |
| Stratos Wealth Partners, LTD. | 27,000 | $521.1K | 0.01% | +800+3.1% | Added |
| Level Four Advisory Services, LLC | 27,051 | $522.1K | 0.02% | −3,943−12.7% | Reduced |
| Quantinno Capital Management LP | 27,165 | $524.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 28,716 | $554.2K | 0.00% | +672+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 28,763 | $555.1K | 0.00% | +1,039+3.7% | Added |
| TrueMark Investments, LLC | 30,021 | $579.4K | 0.11% | +30,021 | New |
| Cornerstone Wealth Management, LLC | 30,125 | $581.4K | 0.03% | +2,333+8.4% | Added |
| Beacon Pointe Advisors, LLC | 30,128 | $581.5K | 0.00% | +7,500+33.1% | Added |
| Northwestern Mutual Wealth Management Co | 31,233 | $602.8K | 0.00% | +50.0% | Added |
| JPMorgan Chase & Co | 32,245 | $622.3K | 0.00% | +23,452+266.7% | Added |
| Goldman Sachs Group Inc | 32,514 | $627.5K | 0.00% | +32,514 | New |
| Jump Financial, LLC | 32,635 | $629.9K | 0.01% | +32,635 | New |
| CAPROCK Group, Inc. | 32,665 | $630.4K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 32,879 | $634.6K | 0.00% | +10,360+46.0% | Added |
| Virtus Investment Advisers, Inc. | 33,322 | $643.1K | 0.17% | −6,522−16.4% | Reduced |
| XTX Topco Ltd | 33,519 | $646.9K | 0.02% | +33,519 | New |
| Haven Private, LLC | 33,656 | $649.6K | 0.28% | +33,656 | New |
| Davenport & Co LLC | 35,887 | $692.6K | 0.00% | 00.0% | Unchanged |