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 |
|---|---|---|---|---|---|
| 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 |
| Sound Income Strategies, LLC | 38,096 | $758.5K | 0.04% | +36,313+2,036.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 41,518 | $801.3K | 0.02% | −16,728−28.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 41,679 | $804.4K | 0.00% | +41,679 | New |
| Commonwealth Equity Services, LLC | 43,604 | $841.6K | 0.00% | +3,659+9.2% | Added |
| Truist Financial Corp | 43,879 | $846.9K | 0.00% | −993−2.2% | Reduced |
| MQS Management LLC | 44,143 | $852.0K | 0.50% | +44,143 | New |
| Great West Life Assurance Co | 45,814 | $883.0K | 0.00% | +2,105+4.8% | Added |
| Credit Agricole S A | 50,401 | $972.7K | 0.00% | 00.0% | Unchanged |
| WT Wealth Management | 51,113 | $986.5K | 0.28% | 00.0% | Unchanged |
| Rockland Trust Co | 55,912 | $1.08M | 0.04% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 61,793 | $1.19M | 0.34% | −20,327−24.8% | Reduced |
| Greenland Capital Management LP | 65,000 | $1.25M | 0.18% | +10,000+18.2% | Added |
| Ameriprise Financial Inc | 68,832 | $1.33M | 0.00% | −3,230−4.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 70,546 | $1.36M | 0.40% | −14,486−17.0% | Reduced |
| Two Sigma Advisers, LP | 72,013 | $1.39M | 0.00% | −24,200−25.2% | Reduced |
| Qube Research & Technologies Ltd | 72,084 | $1.39M | 0.00% | −11,130−13.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 72,921 | $1.41M | 0.30% | +7,472+11.4% | Added |
| GWM Advisors LLC | 72,995 | $1.41M | 0.01% | −15,108−17.1% | Reduced |
| Palogic Value Management, L.P. | 73,993 | $1.43M | 0.61% | +1,320+1.8% | Added |
| IHT Wealth Management, LLC | 74,606 | $1.44M | 0.04% | +2,925+4.1% | Added |
| Davis Investment Partners, LLC | 76,703 | $1.50M | 0.52% | −430−0.6% | Reduced |
| Plan Group Financial, LLC | 79,689 | $1.54M | 0.40% | +10,976+16.0% | Added |
| D.A. Davidson & Co. | 81,870 | $1.58M | 0.01% | −73,881−47.4% | Reduced |
| HighTower Advisors, LLC | 93,215 | $1.80M | 0.00% | +187+0.2% | Added |
| LPL Financial LLC | 95,795 | $1.85M | 0.00% | +2,087+2.2% | Added |
| Capital Investment Advisory Services, LLC | 100,180 | $1.93M | 0.14% | +8,098+8.8% | Added |
| Riverbridge Partners LLC | 101,578 | $1.96M | 0.04% | +43,098+73.7% | Added |
| Jane Street Group, LLC | 109,758 | $2.12M | 0.00% | +109,758 | New |
| Advisors Asset Management, Inc. | 112,724 | $2.18M | 0.04% | −38,569−25.5% | Reduced |
| Ethos Financial Group, LLC | 138,173 | $2.67M | 0.20% | −4,691−3.3% | Reduced |
| PFG Advisors | 183,987 | $3.55M | 0.17% | +4,672+2.6% | Added |
| Franklin Resources Inc | 184,152 | $3.55M | 0.00% | +18,368+11.1% | Added |
| Novare Capital Management LLC | 204,889 | $3.95M | 0.30% | +5,050+2.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 213,385 | $4.12M | 0.00% | +4,144+2.0% | Added |
| BlackRock, Inc. | 244,357 | $4.72M | 0.00% | −4,268−1.7% | Reduced |
| Millennium Management LLC | 247,580 | $4.78M | 0.00% | +247,580 | New |
| Morgan Stanley | 249,524 | $4.82M | 0.00% | +2,433+1.0% | Added |
| Legal & General Group Plc | 252,442 | $4.87M | 0.00% | +39,644+18.6% | Added |
| Muzinich & Co., Inc. | 347,114 | $6.70M | 2.11% | +99,671+40.3% | Added |
| Two Sigma Investments, LP | 382,391 | $7.38M | 0.01% | +161,739+73.3% | Added |
| Baird Financial Group, Inc. | 385,598 | $7.44M | 0.01% | +29,298+8.2% | Added |
| UBS Group AG | 439,945 | $8.49M | 0.00% | +64,209+17.1% | Added |
| Columbus Macro, LLC | 485,780 | $9.38M | 1.03% | +84,320+21.0% | Added |
| Envestnet Asset Management Inc | 520,330 | $10.0M | 0.00% | +80,415+18.3% | Added |
| Cetera Investment Advisers | 523,659 | $10.1M | 0.01% | +71,723+15.9% | Added |
| Raymond James Financial Inc | 736,025 | $14.2M | 0.00% | −39,548−5.1% | Reduced |
| Van Eck Associates Corp | 851,637 | $16.4M | 0.01% | −51,806−5.7% | Reduced |
| Invesco Ltd. | 0 | $0 | 0.00% | −497,921−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −145,333−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −64,929−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −50,151−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −10,403−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −9,883−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,002−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Flagship Wealth Advisors, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Optimum Investment Advisors | – | – | – | – | Not filed |
| Promus Capital, LLC | – | – | – | – | Not filed |