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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 63,813 | $1.22M | 0.01% | −11,595−15.4% | Reduced |
| Significant Wealth Partners LLC | 64,831 | $1.24M | 1.34% | +1,185+1.9% | Added |
| Greenland Capital Management LP | 67,000 | $1.28M | 0.24% | +9,000+15.5% | Added |
| Palogic Value Management, L.P. | 70,647 | $1.35M | 0.48% | −2,221−3.0% | Reduced |
| Davis Investment Partners, LLC | 70,771 | $1.35M | 0.41% | −236−0.3% | Reduced |
| Creative Planning | 71,859 | $1.37M | 0.00% | +40,780+131.2% | Added |
| Sound Income Strategies, LLC | 72,904 | $1.39M | 0.06% | +31,587+76.5% | Added |
| LPL Financial LLC | 80,352 | $1.53M | 0.00% | −71,394−47.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 85,990 | $1.64M | 0.31% | +6,336+8.0% | Added |
| HighTower Advisors, LLC | 90,103 | $1.72M | 0.00% | −2,479−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 90,246 | $1.72M | 0.01% | +50,114+124.9% | Added |
| Advisors Asset Management, Inc. | 99,294 | $1.89M | 0.03% | −18,758−15.9% | Reduced |
| IHT Wealth Management, LLC | 104,311 | $1.99M | 0.04% | +21,456+25.9% | Added |
| Capital Investment Advisory Services, LLC | 106,974 | $2.04M | 0.13% | +1,854+1.8% | Added |
| Marshall Wace, LLP | 110,489 | $2.11M | 0.00% | +110,489 | New |
| Riverbridge Partners LLC | 110,869 | $2.11M | 0.06% | +984+0.9% | Added |
| Beacon Pointe Advisors, LLC | 111,853 | $2.13M | 0.01% | +72,850+186.8% | Added |
| Plan Group Financial, LLC | 125,520 | $2.39M | 0.50% | +26,718+27.0% | Added |
| Ethos Financial Group, LLC | 130,999 | $2.50M | 0.17% | −7,174−5.2% | Reduced |
| BlackRock, Inc. | 138,053 | $2.63M | 0.00% | −3,283−2.3% | Reduced |
| Two Sigma Investments, LP | 194,900 | $3.72M | 0.00% | −78,809−28.8% | Reduced |
| PFG Advisors | 205,088 | $3.91M | 0.20% | +17,399+9.3% | Added |
| Novare Capital Management LLC | 219,069 | $4.18M | 0.30% | +12,955+6.3% | Added |
| Franklin Resources Inc | 224,978 | $4.29M | 0.00% | +72,699+47.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 230,108 | $4.39M | 0.00% | +16,723+7.8% | Added |
| Qube Research & Technologies Ltd | 230,205 | $4.39M | 0.00% | +126,804+122.6% | Added |
| Morgan Stanley | 302,643 | $5.77M | 0.00% | +8,476+2.9% | Added |
| Legal & General Group Plc | 310,317 | $5.92M | 0.00% | +25,857+9.1% | Added |
| Muzinich & Co., Inc. | 368,298 | $7.02M | 2.40% | +19,987+5.7% | Added |
| Baird Financial Group, Inc. | 416,390 | $7.94M | 0.01% | +9,964+2.5% | Added |
| UBS Group AG | 499,624 | $9.53M | 0.00% | +76,732+18.1% | Added |
| Raymond James Financial Inc | 829,588 | $15.8M | 0.00% | +25,196+3.1% | Added |
| Van Eck Associates Corp | 929,242 | $17.7M | 0.01% | +216,180+30.3% | Added |
| Columbus Macro, LLC | 0 | $0 | 0.00% | −505,567−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −204,386−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −76,315−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −39,390−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −38,362−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −34,627−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,425−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −27,165−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −22,268−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −17,511−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −12,495−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −10,314−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,132−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |