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, Q1 2026
Institutional positions in Fidus Investment Corp as of Mar 31, 2026. 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
- 142
- −4 vs. Q4 2025
- Shares held
- 9.89M
- −97.7K (−1.0%) vs. Q4 2025
- Total value
- $172.6M
- −$20.2M (−10.5%) vs. Q4 2025
- New holders
- 20
- 48 more added
- Sold out
- 24
- 38 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 804,392 | $14.0M | 0.00% | +68,367+9.3% | Added |
| Van Eck Associates Corp | 713,062 | $12.4M | 0.01% | −138,575−16.3% | Reduced |
| Envestnet Asset Management Inc | 545,499 | $9.50M | 0.00% | +25,169+4.8% | Added |
| Cetera Investment Advisers | 542,315 | $9.45M | 0.01% | +18,656+3.6% | Added |
| Columbus Macro, LLC | 505,567 | $8.81M | 0.94% | +19,787+4.1% | Added |
| UBS Group AG | 422,892 | $7.37M | 0.00% | −17,053−3.9% | Reduced |
| Baird Financial Group, Inc. | 406,426 | $7.08M | 0.01% | +20,828+5.4% | Added |
| Muzinich & Co., Inc. | 348,311 | $6.07M | 2.12% | +1,197+0.3% | Added |
| Morgan Stanley | 294,167 | $5.12M | 0.00% | +44,643+17.9% | Added |
| Legal & General Group Plc | 284,460 | $4.96M | 0.00% | +32,018+12.7% | Added |
| Two Sigma Investments, LP | 273,709 | $4.77M | 0.00% | −108,682−28.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 213,385 | $3.72M | 0.00% | 00.0% | Unchanged |
| Novare Capital Management LLC | 206,114 | $3.59M | 0.28% | +1,225+0.6% | Added |
| Millennium Management LLC | 204,386 | $3.56M | 0.00% | −43,194−17.4% | Reduced |
| PFG Advisors | 187,689 | $3.27M | 0.16% | +3,702+2.0% | Added |
| Ethos Financial Group, LLC | 138,173 | $2.67M | 0.19% | 00.0% | Unchanged |
| Franklin Resources Inc | 152,279 | $2.65M | 0.00% | −31,873−17.3% | Reduced |
| LPL Financial LLC | 151,746 | $2.64M | 0.00% | +55,951+58.4% | Added |
| BlackRock, Inc. | 141,336 | $2.46M | 0.00% | −103,021−42.2% | Reduced |
| Advisors Asset Management, Inc. | 118,052 | $2.06M | 0.03% | +5,328+4.7% | Added |
| Riverbridge Partners LLC | 109,885 | $1.91M | 0.05% | +8,307+8.2% | Added |
| Capital Investment Advisory Services, LLC | 105,120 | $1.83M | 0.13% | +4,940+4.9% | Added |
| Qube Research & Technologies Ltd | 103,401 | $1.80M | 0.00% | +31,317+43.4% | Added |
| Citadel Advisors LLC | 102,332 | $1.78M | 0.00% | +102,332 | New |
| Plan Group Financial, LLC | 98,802 | $1.72M | 0.40% | +19,113+24.0% | Added |
| HighTower Advisors, LLC | 92,582 | $1.61M | 0.00% | −633−0.7% | Reduced |
| IHT Wealth Management, LLC | 82,855 | $1.44M | 0.03% | +8,249+11.1% | Added |
| Legacy Capital Wealth Partners, LLC | 79,654 | $1.39M | 0.29% | +6,733+9.2% | Added |
| Tudor Investment Corp Et Al | 76,315 | $1.33M | 0.01% | +65,522+607.1% | Added |
| D.A. Davidson & Co. | 75,408 | $1.31M | 0.01% | −6,462−7.9% | Reduced |
| D. E. Shaw & Co., Inc. | 75,236 | $1.31M | 0.00% | +50,295+201.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 73,533 | $1.28M | 0.02% | +32,015+77.1% | Added |
| Jane Street Group, LLC | 73,454 | $1.28M | 0.00% | −36,304−33.1% | Reduced |
| Palogic Value Management, L.P. | 72,868 | $1.27M | 0.56% | −1,125−1.5% | Reduced |
| Davis Investment Partners, LLC | 71,007 | $1.24M | 0.44% | −5,696−7.4% | Reduced |
| Ameriprise Financial Inc | 65,824 | $1.15M | 0.00% | −3,008−4.4% | Reduced |
| Significant Wealth Partners LLC | 63,646 | $1.11M | 1.37% | +63,646 | New |
| GWM Advisors LLC | 63,211 | $1.10M | 0.00% | −9,784−13.4% | Reduced |
| Greenland Capital Management LP | 58,000 | $1.01M | 0.20% | −7,000−10.8% | Reduced |
| Trexquant Investment LP | 56,195 | $978.9K | 0.01% | +56,195 | New |
| Rockland Trust Co | 55,912 | $974.0K | 0.04% | 00.0% | Unchanged |
| WT Wealth Management | 51,113 | $890.4K | 0.26% | 00.0% | Unchanged |
| Haven Private, LLC | 48,650 | $847.5K | 0.37% | +14,994+44.6% | Added |
| Quantbot Technologies LP | 43,802 | $763.0K | 0.03% | +26,449+152.4% | Added |
| Sound Income Strategies, LLC | 41,317 | $714.8K | 0.03% | +3,221+8.5% | Added |
| Schonfeld Strategic Advisors LLC | 40,132 | $699.1K | 0.01% | −1,547−3.7% | Reduced |
| Great West Life Assurance Co | 39,723 | $696.0K | 0.00% | −6,091−13.3% | Reduced |
| Magnetar Financial LLC | 39,390 | $686.2K | 0.01% | +39,390 | New |
| Beacon Pointe Advisors, LLC | 39,003 | $679.4K | 0.00% | +8,875+29.5% | Added |
| Brevan Howard Capital Management LP | 38,362 | $668.3K | 0.01% | +20,168+110.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 37,920 | $660.6K | 0.02% | −911−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 37,541 | $654.0K | 0.00% | −6,063−13.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 36,103 | $628.9K | 0.04% | +36,103 | New |
| MQS Management LLC | 34,627 | $603.2K | 0.41% | −9,516−21.6% | Reduced |
| Bank of America Corp | 33,114 | $576.8K | 0.00% | +235+0.7% | Added |
| VestGen Advisors, LLC | 30,245 | $570.7K | 0.02% | +9,097+43.0% | Added |
| CAPROCK Group, Inc. | 32,665 | $569.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 31,425 | $547.4K | 0.09% | +31,425 | New |
| Northwestern Mutual Wealth Management Co | 31,228 | $544.0K | 0.00% | −50.0% | Reduced |
| Creative Planning | 31,079 | $541.4K | 0.00% | +2,363+8.2% | Added |
| Independent Financial Group, LLC | 30,961 | $539.3K | 0.01% | +19,911+180.2% | Added |
| Stratos Wealth Partners, LTD. | 30,610 | $533.2K | 0.01% | +3,610+13.4% | Added |
| Davenport & Co LLC | 30,558 | $532.3K | 0.00% | −5,329−14.8% | Reduced |
| Virtus Investment Advisers, Inc. | 30,443 | $530.3K | 0.15% | −2,879−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,599 | $498.2K | 0.00% | −164−0.6% | Reduced |
| Mercer Global Advisors Inc | 28,098 | $489.5K | 0.00% | +1,132+4.2% | Added |
| Clearstead Advisors, LLC | 28,085 | $489.2K | 0.00% | +11,653+70.9% | Added |
| Cornerstone Wealth Management, LLC | 27,826 | $484.7K | 0.02% | −2,299−7.6% | Reduced |
| Quantinno Capital Management LP | 27,165 | $473.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,265 | $405.3K | 0.00% | +5,608+31.8% | Added |
| Summit Trail Advisors, LLC | 22,616 | $394.0K | 0.01% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 22,614 | $393.9K | 0.01% | −2,233−9.0% | Reduced |
| Golden State Equity Partners | 22,268 | $387.9K | 0.03% | +311+1.4% | Added |
| Eagle Global Advisors LLC | 22,255 | $387.7K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 20,877 | $363.7K | 0.01% | +2,481+13.5% | Added |
| Secure Asset Management, LLC | 20,564 | $358.2K | 0.06% | +5,153+33.4% | Added |
| Accredited Investors Inc. | 20,000 | $348.4K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,966 | $347.8K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 19,685 | $342.9K | 0.00% | +196+1.0% | Added |
| Monument Capital Management | 19,039 | $331.7K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 18,711 | $326.0K | 0.00% | −25,168−57.4% | Reduced |
| Purpose Unlimited Inc. | 18,760 | $322.5K | 0.01% | +18,760 | New |
| nVerses Capital, LLC | 18,039 | $314.2K | 0.29% | +18,039 | New |
| Oak Harbor Wealth Partners, LLC | 17,981 | $313.2K | 0.07% | 00.0% | Unchanged |
| Entropy Technologies, LP | 17,511 | $305.0K | 0.01% | +17,511 | New |
| Janney Montgomery Scott LLC | 15,116 | $263.0K | 0.00% | +3,211+27.0% | Added |
| JT Stratford LLC | 15,046 | $262.1K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 14,520 | $252.9K | 0.00% | +7,826+116.9% | Added |
| HB Wealth Management, LLC | 13,359 | $232.7K | 0.00% | −240−1.8% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 13,278 | $231.3K | 0.16% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 12,301 | $230.4K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 13,070 | $227.7K | 0.25% | +1,000+8.3% | Added |
| Bragg Financial Advisors, Inc | 13,011 | $226.7K | 0.01% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 12,495 | $217.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,732 | $204.4K | 0.00% | −7,880−40.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,708 | $204.0K | 0.00% | +61+0.5% | Added |
| Private Advisor Group, LLC | 11,280 | $196.5K | 0.00% | −2,626−18.9% | Reduced |
| Kingstone Capital Partners Texas, LLC | 10,856 | $189.0K | 0.12% | +457+4.4% | Added |
| Calton & Associates, Inc. | 10,314 | $179.7K | 0.03% | +10,314 | New |
| Kestra Advisory Services, LLC | 10,218 | $178.0K | 0.00% | −1,358−11.7% | Reduced |