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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 12,495 | $241.2K | 0.00% | +12,495 | New |
| Massar Capital Management, LP | 12,452 | $240.3K | 0.05% | +12,452 | New |
| Squarepoint Ops LLC | 12,362 | $238.6K | 0.00% | +12,362 | New |
| Fiduciary Alliance LLC | 12,301 | $237.4K | 0.02% | −724−5.6% | Reduced |
| Sage Investment Counsel LLC | 12,070 | $233.0K | 0.26% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,905 | $230.0K | 0.00% | +1,447+13.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,647 | $225.0K | 0.00% | −14,948−56.2% | Reduced |
| Kestra Advisory Services, LLC | 11,576 | $223.4K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,050 | $213.3K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 10,793 | $208.3K | 0.00% | +10,793 | New |
| Kingstone Capital Partners Texas, LLC | 10,399 | $201.0K | 0.12% | +10,399 | New |
| Royal Bank of Canada | 7,924 | $153.0K | 0.00% | +260+3.4% | Added |
| Tower Research Capital LLC (TRC) | 7,520 | $145.1K | 0.00% | +7,520 | New |
| Farther Finance Advisors, LLC | 7,346 | $141.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,831 | $131.8K | 0.00% | +147+2.2% | Added |
| CWM, LLC | 6,694 | $129.0K | 0.00% | +2,571+62.4% | Added |
| Brown Brothers Harriman & Co | 5,337 | $103.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,278 | $101.9K | 0.00% | +2,702+104.9% | Added |
| Advisor Group Holdings, Inc. | 5,003 | $96.6K | 0.00% | −8,089−61.8% | Reduced |
| Millstone Evans Group, LLC | 3,686 | $71.1K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 3,132 | $60.4K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,090 | $59.6K | 0.05% | +3,090 | New |
| Capital Advisors, Ltd. LLC | 2,250 | $43.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,708 | $33.0K | 0.00% | −515−23.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,583 | $30.6K | 0.00% | +1,583 | New |
| Laurel Wealth Advisors LLC | 1,572 | $30.3K | 0.00% | +1,572 | New |
| Hilton Head Capital Partners, LLC | 1,550 | $29.9K | 0.02% | +1,550 | New |
| Atlantic Union Bankshares Corp | 1,500 | $28.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,430 | $27.6K | 0.00% | +201+16.4% | Added |
| ORG Partners LLC | 1,416 | $27.3K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,431 | $27.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 800 | $15.4K | 0.00% | +800 | New |
| Jones Financial Companies LLLP | 770 | $14.9K | 0.00% | +770 | New |
| The PNC Financial Services Group, Inc. | 750 | $14.5K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 600 | $11.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 500 | $9.65K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 344 | $6.64K | 0.00% | +344 | New |
| Quarry LP | 261 | $5.04K | 0.00% | −512−66.2% | Reduced |
| SWAN Capital LLC | 173 | $3.34K | 0.00% | +173 | New |
| Peterson Wealth Services | 122 | $2.35K | 0.00% | −221−64.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 116 | $2.24K | 0.00% | +112+2,800.0% | Added |
| CX Institutional | 88 | $2.00K | 0.00% | +88 | New |
| Russell Investments Group, Ltd. | 72 | $1.39K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 63 | $1.22K | 0.00% | +1+1.6% | Added |
| Geneos Wealth Management Inc. | 51 | $984 | 0.00% | 00.0% | Unchanged |
| Natixis | 34 | $654 | 0.00% | −25,491−99.9% | Reduced |
| Private Wealth Asset Management, LLC | 10 | $193 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7 | $135 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $19 | 0.00% | 00.0% | Unchanged |
| 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 |