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 $166.0M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Fidus Investment Corp as of Jun 30, 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
- 133
- −8 vs. Q1 2026
- Shares held
- 8.62M
- −1.25M (−12.7%) vs. Q1 2026
- Total value
- $164.4M
- −$7.93M (−4.6%) vs. Q1 2026
- New holders
- 14
- 51 more added
- Sold out
- 22
- 36 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $166.0M |
| Q1 2026 | 142 | $172.6M |
| Q4 2025 | 149 | $194.3M |
| Q3 2025 | 130 | $194.2M |
| Q2 2025 | 121 | $182.9M |
| Q1 2025 | 121 | $180.0M |
| Q4 2024 | 112 | $167.7M |
| Q3 2024 | 111 | $150.4M |
| Q2 2024 | 115 | $152.5M |
| Q1 2024 | 109 | $162.2M |
| Q4 2023 | 117 | $182.6M |
| 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 | $141.4M |
| Q4 2021 | 75 | $89.5M |
| Q3 2021 | 78 | $92.6M |
| Q2 2021 | 73 | $96.5M |
| Q1 2021 | 81 | $93.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6 | $114 | 0.00% | −4−40.0% | Reduced |
| Smartleaf Asset Management LLC | 7 | $133 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $191 | 0.00% | 00.0% | Unchanged |
| Natixis | 34 | $648 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 51 | $973 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $1.03K | 0.00% | +54 | New |
| N.E.W. Advisory Services LLC | 63 | $1.21K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 72 | $1.37K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $1.91K | 0.00% | +100 | New |
| Hantz Financial Services, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 122 | $2.33K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 142 | $2.71K | 0.00% | −751−84.1% | Reduced |
| FMR LLC | 163 | $3.11K | 0.00% | +110+207.5% | Added |
| South State Corp. | 500 | $9.54K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 600 | $11.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 770 | $14.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,100 | $21.0K | 0.00% | +297+37.0% | Added |
| Nomura Asset Management Co Ltd | 1,109 | $21.1K | 0.00% | +1,109 | New |
| AdvisorNet Financial, Inc | 1,331 | $25.4K | 0.00% | +501+60.4% | Added |
| State of Alaska, Department of Revenue | 1,431 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,500 | $28.6K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,550 | $29.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,100 | $40.0K | 0.00% | +2,100 | New |
| BNP Paribas Arbitrage, SA | 2,196 | $41.9K | 0.00% | +488+28.6% | Added |
| Capital Advisors, Ltd. LLC | 2,250 | $43.0K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 2,454 | $46.8K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,490 | $66.6K | 0.05% | +135+4.0% | Added |
| Millstone Evans Group, LLC | 3,686 | $70.3K | 0.04% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 3,949 | $74.8K | 0.00% | −14,811−78.9% | Reduced |
| Brown Brothers Harriman & Co | 5,337 | $101.8K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,230 | $118.8K | 0.00% | +6,230 | New |
| Rockefeller Capital Management L.P. | 6,708 | $127.9K | 0.00% | −404−5.7% | Reduced |
| Farther Finance Advisors, LLC | 8,321 | $158.7K | 0.00% | −260−3.0% | Reduced |
| Royal Bank of Canada | 9,256 | $177.0K | 0.00% | +1,549+20.1% | Added |
| Wells Fargo & Company | 9,886 | $188.5K | 0.00% | −1,846−15.7% | Reduced |
| Mariner, LLC | 10,079 | $192.2K | 0.00% | +10,079 | New |
| WNY Asset Management, LLC | 10,100 | $192.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,199 | $194.5K | 0.00% | +5,300+108.2% | Added |
| Kestra Advisory Services, LLC | 10,227 | $195.0K | 0.00% | +9+0.1% | Added |
| JPMorgan Chase & Co | 10,459 | $198.1K | 0.00% | +3,161+43.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,465 | $200.0K | 0.00% | −1,243−10.6% | Reduced |
| Private Advisor Group, LLC | 11,435 | $218.1K | 0.00% | +155+1.4% | Added |
| XTX Topco Ltd | 11,800 | $225.0K | 0.00% | +11,800 | New |
| CAPROCK Group, Inc. | 12,000 | $228.8K | 0.00% | −20,665−63.3% | Reduced |
| Fiduciary Alliance LLC | 12,301 | $234.6K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 12,772 | $243.6K | 0.00% | −5,939−31.7% | Reduced |
| Bragg Financial Advisors, Inc | 13,011 | $248.1K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,240 | $252.5K | 0.00% | +13,240 | New |
| Morey & Quinn Wealth Partners, LLC | 13,278 | $253.2K | 0.16% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,359 | $254.8K | 0.00% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 14,070 | $268.3K | 0.27% | +1,000+7.7% | Added |
| Jane Street Group, LLC | 14,410 | $274.8K | 0.00% | −59,044−80.4% | Reduced |
| nVerses Capital, LLC | 14,780 | $281.9K | 0.43% | −3,259−18.1% | Reduced |
| JT Stratford LLC | 15,046 | $286.9K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,116 | $288.0K | 0.00% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 16,741 | $319.3K | 0.17% | +5,885+54.2% | Added |
| Oak Harbor Wealth Partners, LLC | 17,981 | $342.9K | 0.13% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,966 | $380.8K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 20,024 | $381.8K | 0.02% | +24+0.1% | Added |
| Eagle Global Advisors LLC | 20,415 | $389.3K | 0.01% | −1,840−8.3% | Reduced |
| Oppenheimer & Co Inc | 20,733 | $395.4K | 0.00% | +1,048+5.3% | Added |
| Virtus Investment Advisers, Inc. | 22,003 | $419.6K | 0.10% | −8,440−27.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 22,614 | $431.2K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 23,377 | $445.8K | 0.01% | +761+3.4% | Added |
| Secure Asset Management, LLC | 23,728 | $452.5K | 0.06% | +3,164+15.4% | Added |
| Stifel Financial Corp | 24,072 | $459.0K | 0.00% | +807+3.5% | Added |
| Ameriprise Financial Inc | 24,436 | $466.0K | 0.00% | −41,388−62.9% | Reduced |
| Umb Bank N A | 25,050 | $477.7K | 0.01% | +25,050 | New |
| Davenport & Co LLC | 26,058 | $496.9K | 0.00% | −4,500−14.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,293 | $501.4K | 0.00% | −2,306−8.1% | Reduced |
| Monument Capital Management | 26,460 | $504.6K | 0.10% | +7,421+39.0% | Added |
| Apollon Wealth Management, LLC | 27,011 | $515.1K | 0.01% | +6,134+29.4% | Added |
| Quantbot Technologies LP | 27,126 | $517.3K | 0.02% | −16,676−38.1% | Reduced |
| Northern Trust Corp | 27,459 | $523.6K | 0.00% | +27,459 | New |
| Clearstead Advisors, LLC | 28,240 | $538.5K | 0.01% | +155+0.6% | Added |
| Mercer Global Advisors Inc | 29,228 | $557.4K | 0.00% | +1,130+4.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,739 | $567.1K | 0.02% | −8,181−21.6% | Reduced |
| Cornerstone Wealth Management, LLC | 29,862 | $569.5K | 0.02% | +2,036+7.3% | Added |
| Stratos Wealth Partners, LTD. | 31,042 | $592.0K | 0.01% | +432+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 31,228 | $595.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32,589 | $621.5K | 0.01% | +32,589 | New |
| Adams Asset Advisors, LLC | 32,919 | $627.8K | 0.07% | +32,919 | New |
| VestGen Advisors, LLC | 33,415 | $637.2K | 0.02% | +3,170+10.5% | Added |
| Campbell & CO Investment Adviser LLC | 33,855 | $645.6K | 0.03% | −2,248−6.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,921 | $685.0K | 0.01% | −37,612−51.1% | Reduced |
| Commonwealth Equity Services, LLC | 36,286 | $692.0K | 0.00% | −1,255−3.3% | Reduced |
| Bank of America Corp | 38,692 | $737.9K | 0.00% | +5,578+16.8% | Added |
| Envestnet Asset Management Inc | 39,313 | $749.7K | 0.00% | −506,186−92.8% | Reduced |
| VARCOV Co. | 45,067 | $859.4K | 0.33% | +45,067 | New |
| D. E. Shaw & Co., Inc. | 45,952 | $876.3K | 0.00% | −29,284−38.9% | Reduced |
| Great West Life Assurance Co | 47,506 | $904.0K | 0.00% | +7,783+19.6% | Added |
| Haven Private, LLC | 50,068 | $954.8K | 0.36% | +1,418+2.9% | Added |
| WT Wealth Management | 51,113 | $974.7K | 0.27% | 00.0% | Unchanged |
| Citadel Advisors LLC | 51,353 | $979.3K | 0.00% | −50,979−49.8% | Reduced |
| Independent Financial Group, LLC | 51,715 | $986.2K | 0.02% | +20,754+67.0% | Added |
| Trexquant Investment LP | 51,779 | $987.4K | 0.01% | −4,416−7.9% | Reduced |
| Cetera Investment Advisers | 55,251 | $1.05M | 0.00% | −487,064−89.8% | Reduced |
| Rockland Trust Co | 55,912 | $1.07M | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 60,317 | $1.15M | 0.00% | −2,894−4.6% | Reduced |