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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7 | $120 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $174 | 0.00% | −106−91.4% | Reduced |
| Private Wealth Asset Management, LLC | 10 | $174 | 0.00% | 00.0% | Unchanged |
| Natixis | 34 | $587 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 43 | $749 | 0.00% | +43 | New |
| Geneos Wealth Management Inc. | 51 | $888 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 53 | $923 | 0.00% | +53 | New |
| Osbon Capital Management LLC | 58 | $1.01K | 0.00% | +58 | New |
| N.E.W. Advisory Services LLC | 63 | $1.10K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 72 | $1.25K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Peterson Wealth Services | 122 | $2.13K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 260 | $4.53K | 0.00% | +260 | New |
| Central Trust Co | 426 | $7.42K | 0.00% | +426 | New |
| South State Corp. | 500 | $8.71K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 600 | $10.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 770 | $13.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 750 | $13.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 803 | $14.0K | 0.00% | +3+0.4% | Added |
| AdvisorNet Financial, Inc | 830 | $14.5K | 0.00% | −600−42.0% | Reduced |
| Tower Research Capital LLC (TRC) | 886 | $15.4K | 0.00% | −6,634−88.2% | Reduced |
| Simplex Trading, LLC | 893 | $15.6K | 0.00% | −4,385−83.1% | Reduced |
| State of Alaska, Department of Revenue | 1,431 | $24.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,500 | $26.1K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,550 | $27.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,708 | $29.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,000 | $34.8K | 0.00% | +2,000 | New |
| Capital Advisors, Ltd. LLC | 2,250 | $39.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,243 | $39.1K | 0.00% | −12,276−84.6% | Reduced |
| Burk Holdings LLC | 2,454 | $42.7K | 0.02% | +2,454 | New |
| MeadowBrook Investment Advisors LLC | 3,355 | $58.4K | 0.05% | +265+8.6% | Added |
| Millstone Evans Group, LLC | 3,686 | $64.2K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,000 | $69.7K | 0.00% | +4,000 | New |
| MAI Capital Management | 4,132 | $72.0K | 0.00% | +1,000+31.9% | Added |
| Advisor Group Holdings, Inc. | 4,899 | $85.4K | 0.00% | −104−2.1% | Reduced |
| Brown Brothers Harriman & Co | 5,337 | $93.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,112 | $123.9K | 0.00% | +281+4.1% | Added |
| JPMorgan Chase & Co | 7,298 | $125.5K | 0.00% | −24,947−77.4% | Reduced |
| Royal Bank of Canada | 7,707 | $134.0K | 0.00% | −217−2.7% | Reduced |
| Farther Finance Advisors, LLC | 8,581 | $148.5K | 0.00% | +1,235+16.8% | Added |
| WNY Asset Management, LLC | 10,100 | $175.9K | 0.02% | +10,100 | New |
| Kestra Advisory Services, LLC | 10,218 | $178.0K | 0.00% | −1,358−11.7% | Reduced |
| Calton & Associates, Inc. | 10,314 | $179.7K | 0.03% | +10,314 | New |
| Kingstone Capital Partners Texas, LLC | 10,856 | $189.0K | 0.12% | +457+4.4% | Added |
| Private Advisor Group, LLC | 11,280 | $196.5K | 0.00% | −2,626−18.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,708 | $204.0K | 0.00% | +61+0.5% | Added |
| Wells Fargo & Company | 11,732 | $204.4K | 0.00% | −7,880−40.2% | Reduced |
| Annex Advisory Services, LLC | 12,495 | $217.7K | 0.00% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 13,011 | $226.7K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 13,070 | $227.7K | 0.25% | +1,000+8.3% | Added |
| Fiduciary Alliance LLC | 12,301 | $230.4K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 13,278 | $231.3K | 0.16% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,359 | $232.7K | 0.00% | −240−1.8% | Reduced |
| CWM, LLC | 14,520 | $252.9K | 0.00% | +7,826+116.9% | Added |
| JT Stratford LLC | 15,046 | $262.1K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,116 | $263.0K | 0.00% | +3,211+27.0% | Added |
| Entropy Technologies, LP | 17,511 | $305.0K | 0.01% | +17,511 | New |
| Oak Harbor Wealth Partners, LLC | 17,981 | $313.2K | 0.07% | 00.0% | Unchanged |
| nVerses Capital, LLC | 18,039 | $314.2K | 0.29% | +18,039 | New |
| Purpose Unlimited Inc. | 18,760 | $322.5K | 0.01% | +18,760 | New |
| Truist Financial Corp | 18,711 | $326.0K | 0.00% | −25,168−57.4% | Reduced |
| Monument Capital Management | 19,039 | $331.7K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 19,685 | $342.9K | 0.00% | +196+1.0% | Added |
| Prospera Financial Services Inc | 19,966 | $347.8K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 20,000 | $348.4K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 20,564 | $358.2K | 0.06% | +5,153+33.4% | Added |
| Apollon Wealth Management, LLC | 20,877 | $363.7K | 0.01% | +2,481+13.5% | Added |
| Eagle Global Advisors LLC | 22,255 | $387.7K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 22,268 | $387.9K | 0.03% | +311+1.4% | Added |
| OpenArc Corporate Advisory, LLC | 22,614 | $393.9K | 0.01% | −2,233−9.0% | Reduced |
| Summit Trail Advisors, LLC | 22,616 | $394.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,265 | $405.3K | 0.00% | +5,608+31.8% | Added |
| Quantinno Capital Management LP | 27,165 | $473.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 27,826 | $484.7K | 0.02% | −2,299−7.6% | Reduced |
| Clearstead Advisors, LLC | 28,085 | $489.2K | 0.00% | +11,653+70.9% | Added |
| Mercer Global Advisors Inc | 28,098 | $489.5K | 0.00% | +1,132+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 28,599 | $498.2K | 0.00% | −164−0.6% | Reduced |
| Virtus Investment Advisers, Inc. | 30,443 | $530.3K | 0.15% | −2,879−8.6% | Reduced |
| Davenport & Co LLC | 30,558 | $532.3K | 0.00% | −5,329−14.8% | Reduced |
| Stratos Wealth Partners, LTD. | 30,610 | $533.2K | 0.01% | +3,610+13.4% | Added |
| Independent Financial Group, LLC | 30,961 | $539.3K | 0.01% | +19,911+180.2% | Added |
| Creative Planning | 31,079 | $541.4K | 0.00% | +2,363+8.2% | Added |
| Northwestern Mutual Wealth Management Co | 31,228 | $544.0K | 0.00% | −50.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 31,425 | $547.4K | 0.09% | +31,425 | New |
| CAPROCK Group, Inc. | 32,665 | $569.0K | 0.01% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 30,245 | $570.7K | 0.02% | +9,097+43.0% | Added |
| Bank of America Corp | 33,114 | $576.8K | 0.00% | +235+0.7% | Added |
| MQS Management LLC | 34,627 | $603.2K | 0.41% | −9,516−21.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 36,103 | $628.9K | 0.04% | +36,103 | New |
| Commonwealth Equity Services, LLC | 37,541 | $654.0K | 0.00% | −6,063−13.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 37,920 | $660.6K | 0.02% | −911−2.3% | Reduced |
| Brevan Howard Capital Management LP | 38,362 | $668.3K | 0.01% | +20,168+110.8% | Added |
| Beacon Pointe Advisors, LLC | 39,003 | $679.4K | 0.00% | +8,875+29.5% | Added |
| Magnetar Financial LLC | 39,390 | $686.2K | 0.01% | +39,390 | New |
| Great West Life Assurance Co | 39,723 | $696.0K | 0.00% | −6,091−13.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 40,132 | $699.1K | 0.01% | −1,547−3.7% | Reduced |
| Sound Income Strategies, LLC | 41,317 | $714.8K | 0.03% | +3,221+8.5% | Added |
| Quantbot Technologies LP | 43,802 | $763.0K | 0.03% | +26,449+152.4% | Added |
| Haven Private, LLC | 48,650 | $847.5K | 0.37% | +14,994+44.6% | Added |