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 |
|---|---|---|---|---|---|
| WNY Asset Management, LLC | 10,100 | $175.9K | 0.02% | +10,100 | New |
| Farther Finance Advisors, LLC | 8,581 | $148.5K | 0.00% | +1,235+16.8% | Added |
| Royal Bank of Canada | 7,707 | $134.0K | 0.00% | −217−2.7% | Reduced |
| JPMorgan Chase & Co | 7,298 | $125.5K | 0.00% | −24,947−77.4% | Reduced |
| Rockefeller Capital Management L.P. | 7,112 | $123.9K | 0.00% | +281+4.1% | Added |
| Brown Brothers Harriman & Co | 5,337 | $93.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,899 | $85.4K | 0.00% | −104−2.1% | Reduced |
| MAI Capital Management | 4,132 | $72.0K | 0.00% | +1,000+31.9% | Added |
| Bryn Mawr Trust Co | 4,000 | $69.7K | 0.00% | +4,000 | New |
| Millstone Evans Group, LLC | 3,686 | $64.2K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,355 | $58.4K | 0.05% | +265+8.6% | Added |
| Burk Holdings LLC | 2,454 | $42.7K | 0.02% | +2,454 | New |
| Aquatic Capital Management LLC | 2,243 | $39.1K | 0.00% | −12,276−84.6% | Reduced |
| Capital Advisors, Ltd. LLC | 2,250 | $39.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,000 | $34.8K | 0.00% | +2,000 | New |
| BNP Paribas Arbitrage, SA | 1,708 | $29.8K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,550 | $27.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,500 | $26.1K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,431 | $24.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 893 | $15.6K | 0.00% | −4,385−83.1% | Reduced |
| Tower Research Capital LLC (TRC) | 886 | $15.4K | 0.00% | −6,634−88.2% | Reduced |
| AdvisorNet Financial, Inc | 830 | $14.5K | 0.00% | −600−42.0% | Reduced |
| Allworth Financial LP | 803 | $14.0K | 0.00% | +3+0.4% | Added |
| The PNC Financial Services Group, Inc. | 750 | $13.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 770 | $13.0K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 600 | $10.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 500 | $8.71K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 426 | $7.42K | 0.00% | +426 | New |
| Intentional Wealth Strategies, LLC | 260 | $4.53K | 0.00% | +260 | New |
| Peterson Wealth Services | 122 | $2.13K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Russell Investments Group, Ltd. | 72 | $1.25K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 63 | $1.10K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 58 | $1.01K | 0.00% | +58 | New |
| FMR LLC | 53 | $923 | 0.00% | +53 | New |
| Geneos Wealth Management Inc. | 51 | $888 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 43 | $749 | 0.00% | +43 | New |
| Natixis | 34 | $587 | 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 |
| Smartleaf Asset Management LLC | 7 | $120 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −72,013−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −70,546−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −50,401−100.0% | Sold out |
| Closed-End Fund Advisors, Inc. | 0 | $0 | 0.00% | −38,831−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −33,519−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,635−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −32,514−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −30,021−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −27,051−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,006−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −21,240−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −20,239−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −18,988−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −15,153−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,841−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −12,452−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,362−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| MGB Wealth Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |