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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, 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.

Institutional holdersQ2 2026: 133 institutions
Q1 2021: 81 institutionsQ2 2021: 73 institutionsQ3 2021: 78 institutionsQ4 2021: 75 institutionsQ1 2022: 77 institutionsQ2 2022: 85 institutionsQ3 2022: 89 institutionsQ4 2022: 100 institutionsQ1 2023: 92 institutionsQ2 2023: 89 institutionsQ3 2023: 107 institutionsQ4 2023: 117 institutionsQ1 2024: 109 institutionsQ2 2024: 115 institutionsQ3 2024: 111 institutionsQ4 2024: 112 institutionsQ1 2025: 121 institutionsQ2 2025: 121 institutionsQ3 2025: 130 institutionsQ4 2025: 149 institutionsQ1 2026: 142 institutionsQ2 2026: 133 institutions
Value heldQ2 2026: $164.4M
Q1 2021: $93.6MQ2 2021: $96.5MQ3 2021: $92.6MQ4 2021: $89.5MQ1 2022: $92.4MQ2 2022: $81.5MQ3 2022: $81.5MQ4 2022: $98.2MQ1 2023: $95.5MQ2 2023: $96.2MQ3 2023: $134.0MQ4 2023: $173.7MQ1 2024: $147.0MQ2 2024: $152.2MQ3 2024: $150.3MQ4 2024: $167.7MQ1 2025: $180.0MQ2 2025: $182.6MQ3 2025: $194.1MQ4 2025: $194.3MQ1 2026: $172.6MQ2 2026: $164.4M
Institutions holding FDUS and their total value by quarter
QuarterHoldersValue
Q2 2026133$164.4M
Q1 2026142$172.6M
Q4 2025149$194.3M
Q3 2025130$194.1M
Q2 2025121$182.6M
Q1 2025121$180.0M
Q4 2024112$167.7M
Q3 2024111$150.3M
Q2 2024115$152.2M
Q1 2024109$147.0M
Q4 2023117$173.7M
Q3 2023107$134.0M
Q2 202389$96.2M
Q1 202392$95.5M
Q4 2022100$98.2M
Q3 202289$81.5M
Q2 202285$81.5M
Q1 202277$92.4M
Q4 202175$89.5M
Q3 202178$92.6M
Q2 202173$96.5M
Q1 202181$93.6M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q1 2026.

Institutions holding FDUS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.6,708$127.9K0.00%−404−5.7%Reduced
IFG Advisory, LLC6,230$118.8K0.00%+6,230New
Brown Brothers Harriman & Co5,337$101.8K0.00%00.0%Unchanged
Purpose Unlimited Inc.3,949$74.8K0.00%−14,811−78.9%Reduced
Millstone Evans Group, LLC3,686$70.3K0.04%00.0%Unchanged
MeadowBrook Investment Advisors LLC3,490$66.6K0.05%+135+4.0%Added
Burk Holdings LLC2,454$46.8K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC2,250$43.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA2,196$41.9K0.00%+488+28.6%Added
SRS Capital Advisors, Inc.2,100$40.0K0.00%+2,100New
Hilton Head Capital Partners, LLC1,550$29.6K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp1,500$28.6K0.00%00.0%Unchanged
State of Alaska, Department of Revenue1,431$27.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,331$25.4K0.00%+501+60.4%Added
Nomura Asset Management Co Ltd1,109$21.1K0.00%+1,109New
Allworth Financial LP1,100$21.0K0.00%+297+37.0%Added
Jones Financial Companies LLLP770$14.5K0.00%00.0%Unchanged
1 North Wealth Services LLC600$11.4K0.00%00.0%Unchanged
South State Corp.500$9.54K0.00%00.0%Unchanged
FMR LLC163$3.11K0.00%+110+207.5%Added
Simplex Trading, LLC142$2.71K0.00%−751−84.1%Reduced
Peterson Wealth Services122$2.33K0.00%00.0%Unchanged
Hantz Financial Services, Inc.100$2.00K0.00%00.0%Unchanged
Valley National Advisers Inc100$1.91K0.00%+100New
Russell Investments Group, Ltd.72$1.37K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC63$1.21K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC54$1.03K0.00%+54New
Geneos Wealth Management Inc.51$9730.00%00.0%Unchanged
Natixis34$6480.00%00.0%Unchanged
Private Wealth Asset Management, LLC10$1910.00%00.0%Unchanged
Smartleaf Asset Management LLC7$1330.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd6$1140.00%−4−40.0%Reduced
Danske Bank A/S1$190.00%00.0%Unchanged
Columbus Macro, LLC0$00.00%−505,567−100.0%Sold out
Millennium Management LLC0$00.00%−204,386−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−76,315−100.0%Sold out
Magnetar Financial LLC0$00.00%−39,390−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−38,362−100.0%Sold out
MQS Management LLC0$00.00%−34,627−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−31,425−100.0%Sold out
Quantinno Capital Management LP0$00.00%−27,165−100.0%Sold out
Golden State Equity Partners0$00.00%−22,268−100.0%Sold out
Entropy Technologies, LP0$00.00%−17,511−100.0%Sold out
Annex Advisory Services, LLC0$00.00%−12,495−100.0%Sold out
Calton & Associates, Inc.0$00.00%−10,314−100.0%Sold out
MAI Capital Management0$00.00%−4,132−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−4,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,243−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,000−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−886−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−750−100.0%Sold out
Central Trust Co0$00.00%−426−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−260−100.0%Sold out
Osbon Capital Management LLC0$00.00%−58−100.0%Sold out
Citigroup Inc0$00.00%−43−100.0%Sold out
CWM, LLC––––Not filed