Fidus InvestmentFDUS
13F holders, Q2 2026 (June 30)133holders −9
13new positions
22sold out
2famous investors
$19.07avg. 13F price*
At the end of Q2 2026, 133 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings, down 9 from Q1 2026. 13 opened new positions and 22 sold out. The largest holders were Van Eck Associates Corp. ($17.7M), Raymond James Financial Inc. ($15.8M) and UBS Group AG ($9.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidus Investment Corp.
- CUSIP
- 316500107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.4M |
| Exits | 22 | $18.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,257,937 shares bought and 2,544,067 shares sold, net −1,286,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Van Eck Associates Corp. | 0.01% | Add +30.3% | 929,242 | $17.7M |
| Raymond James Financial Inc. | 0.00% | Add +3.1% | 829,588 | $15.8M |
| UBS Group AG | 0.00% | Add +18.1% | 499,624 | $9.5M |
| Baird Financial Group, Inc. | 0.01% | Add +2.5% | 416,390 | $7.9M |
| Muzinich & Co., Inc. | 2.40% | Add +5.7% | 368,298 | $7.0M |
| Legal & General Group Plc | 0.00% | Add +9.1% | 310,317 | $5.9M |
| Morgan Stanley | 0.00% | Add +2.9% | 302,643 | $5.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +122.6% | 230,205 | $4.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +7.8% | 230,108 | $4.4M |
| Franklin Resources Inc. | 0.00% | Add +47.7% | 224,978 | $4.3M |
| Novare Capital Management LLC | 0.30% | Add +6.3% | 219,069 | $4.2M |
| PFG Advisors | 0.20% | Add +9.3% | 205,088 | $3.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -28.8% | 194,900 | $3.7M |
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 138,053 | $2.6M |
| Ethos Financial Group, LLC | 0.17% | Reduce -5.2% | 130,999 | $2.5M |
| Plan Group Financial, LLC | 0.50% | Add +27.0% | 125,520 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +186.8% | 111,853 | $2.1M |
| Riverbridge Partners LLC | 0.06% | Add +0.9% | 110,869 | $2.1M |
| Marshall Wace, LLP | 0.00% | New | 110,489 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +1.8% | 106,974 | $2.0M |
| IHT Wealth Management, LLC | 0.04% | Add +25.9% | 104,311 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -15.9% | 99,294 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +124.9% | 90,246 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 90,103 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.31% | Add +8.0% | 85,990 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -47.0% | 80,352 | $1.5M |
| Sound Income Strategies, LLC | 0.06% | Add +76.5% | 72,904 | $1.4M |
| Creative Planning | 0.00% | Add +131.2% | 71,859 | $1.4M |
| Davis Investment Partners, LLC | 0.41% | Reduce -0.3% | 70,771 | $1.3M |
| Palogic Value Management, L.P. | 0.48% | Reduce -3.0% | 70,647 | $1.3M |
| Greenland Capital Management LP | 0.27% | Add +15.5% | 67,000 | $1.3M |
| Significant Wealth Partners LLC | 1.34% | Add +1.9% | 64,831 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -15.4% | 63,813 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 60,317 | $1.2M |
| Rockland Trust Co. | 0.04% | No change | 55,912 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -89.8% | 55,251 | $1.1M |
| Trexquant Investment LP | 0.01% | Reduce -7.9% | 51,779 | $987K |
| Independent Financial Group, LLC | 0.02% | Add +67.0% | 51,715 | $986K |
| Citadel Advisors | 0.00% | Reduce -49.8% | 51,353 | $979K |
| WT Wealth Management | 0.27% | No change | 51,113 | $975K |
| Haven Private, LLC | 0.36% | Add +2.9% | 50,068 | $955K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +19.6% | 47,506 | $904K |
| D. E. Shaw & Co. | 0.00% | Reduce -38.9% | 45,952 | $876K |
| VARCOV Co. | 0.33% | New | 45,067 | $859K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -92.8% | 39,313 | $750K |
| Bank of America Corp. | 0.00% | Add +16.8% | 38,692 | $738K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 36,286 | $692K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -51.1% | 35,921 | $685K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -6.2% | 33,855 | $646K |
| VestGen Advisors, LLC | 0.02% | Add +10.5% | 33,415 | $637K |
| Adams Asset Advisors, LLC | 0.07% | New | 32,919 | $628K |
| Global Retirement Partners, LLC | 0.01% | — | 32,589 | $621K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 31,228 | $596K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.4% | 31,042 | $592K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +7.3% | 29,862 | $569K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -21.6% | 29,739 | $567K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.0% | 29,228 | $557K |
| Clearstead Advisors, LLC | 0.01% | Add +0.6% | 28,240 | $539K |
| Northern Trust Corp. | 0.00% | New | 27,459 | $524K |
| Quantbot Technologies LP | 0.02% | Reduce -38.1% | 27,126 | $517K |
| Apollon Wealth Management, LLC | 0.01% | Add +29.4% | 27,011 | $515K |
| Monument Capital Management | 0.10% | Add +39.0% | 26,460 | $505K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.1% | 26,293 | $501K |
| DAVENPORT & Co LLC | 0.00% | Reduce -14.7% | 26,058 | $497K |
| UMB Bank, n.a. | 0.01% | New | 25,050 | $478K |
| Ameriprise Financial Inc. | 0.00% | Reduce -62.9% | 24,436 | $466K |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 24,072 | $459K |
| Secure Asset Management, LLC | 0.06% | Add +15.4% | 23,728 | $452K |
| Summit Trail Advisors, LLC | 0.01% | Add +3.4% | 23,377 | $446K |
| OpenArc Corporate Advisory, LLC | 0.01% | No change | 22,614 | $431K |
| Virtus Investment Advisers, LLC | 0.10% | Reduce -27.7% | 22,003 | $420K |
| Oppenheimer & Co. Inc. | 0.00% | Add +5.3% | 20,733 | $395K |
| Eagle Global Advisors LLC | 0.01% | Reduce -8.3% | 20,415 | $389K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 20,024 | $382K |
| Prospera Financial Services Inc | 0.01% | No change | 19,966 | $381K |
| Cordgrass Capital Advisors, LLC | 0.13% | No change | 17,981 | $343K |
| Kingstone Capital Partners Texas, LLC | 0.17% | Add +54.2% | 16,741 | $319K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,116 | $288K |
| JT Stratford LLC | 0.03% | No change | 15,046 | $287K |
| nVerses Capital, LLC | 0.43% | Reduce -18.1% | 14,780 | $282K |
| Jane Street Group, LLC | 0.00% | Reduce -80.4% | 14,410 | $275K |
| Sage Investment Counsel LLC | 0.27% | Add +7.7% | 14,070 | $268K |
| HB Wealth Management, LLC | 0.00% | No change | 13,359 | $255K |
| Morey & Quinn Wealth Partners, LLC | 0.16% | No change | 13,278 | $253K |
| Mackenzie Financial Corp. | 0.00% | New | 13,240 | $252K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 13,011 | $248K |
| Truist Financial Corp. | 0.00% | Reduce -31.7% | 12,772 | $244K |
| Fiduciary Alliance LLC | 0.02% | No change | 12,301 | $235K |
| Caprock Group, LLC | 0.00% | Reduce -63.3% | 12,000 | $229K |
| XTX Topco Ltd | 0.00% | New | 11,800 | $225K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 11,435 | $218K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.6% | 10,465 | $200K |
| JPMorgan Chase & Co. | 0.00% | Add +43.3% | 10,459 | $198K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 10,227 | $195K |
| Osaic Holdings, Inc. | 0.00% | Add +108.2% | 10,199 | $195K |
| WNY Asset Management, LLC | 0.02% | No change | 10,100 | $193K |
| Mariner, LLC | 0.00% | New | 10,079 | $192K |
| Wells Fargo & Company | 0.00% | Reduce -15.7% | 9,886 | $189K |
| Royal Bank of Canada | 0.00% | Add +20.1% | 9,256 | $177K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.0% | 8,321 | $159K |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.