Fidus InvestmentFDUS
13F holders, Q1 2024 (March 31)109holders
2famous investors
$19.74avg. 13F price*
At the end of Q1 2024, 109 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings. The largest holders were Invesco Ltd. ($11.9M), Van Eck Associates Corp. ($11.9M) and Raymond James & Associates ($11.0M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidus Investment Corp.
- CUSIP
- 316500107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.8M |
| Exits | 19 | $26.1M |
Ownership 109 holders
| Invesco Ltd. | 0.00% | Add +7.2% | 604,493 | $11.9M |
| Van Eck Associates Corp. | 0.02% | Add +15.8% | 600,862 | $11.9M |
| Raymond James & Associates | 0.01% | Reduce -4.2% | 557,374 | $11.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.9% | 432,823 | $8.5M |
| Two Sigma Advisers, LP | 0.02% | Reduce -10.2% | 381,913 | $7.5M |
| Morgan Stanley | 0.00% | Reduce -14.9% | 381,450 | $7.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -22.7% | 377,988 | $7.5M |
| Millennium Management | 0.01% | Reduce -11.5% | 325,980 | $6.4M |
| Legal & General Group Plc | 0.00% | Add +24.6% | 240,208 | $4.7M |
| Advisors Asset Management, Inc. | 0.08% | Add +4.4% | 207,091 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +42.2% | 197,965 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 192,430 | $3.8M |
| Novare Capital Management LLC | 0.34% | Add +3.9% | 189,460 | $3.7M |
| PFG Advisors | 0.25% | Reduce -0.1% | 171,669 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +7.5% | 111,995 | $2.2M |
| FJ Capital Management LLC | 0.21% | New | 104,004 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 96,951 | $1.9M |
| BlackRock Inc. | 0.00% | Add +7.7% | 95,999 | $1.9M |
| Davis Investment Partners, LLC | 0.83% | Add +0.2% | 96,318 | $1.9M |
| Quadrature Capital Ltd | 0.03% | Reduce -50.8% | 88,089 | $1.7M |
| MGB Wealth Management, LLC | 0.70% | No change | 87,456 | $1.7M |
| GraniteShares Advisors LLC | 0.90% | Add +14.6% | 85,844 | $1.7M |
| LPL Financial LLC | 0.00% | Add +8.1% | 78,266 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -21.1% | 75,287 | $1.5M |
| UBS Group AG | 0.00% | Add +7.8% | 68,050 | $1.3M |
| WT Wealth Management | 0.47% | Reduce -1.9% | 65,994 | $1.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +3.6% | 65,706 | $1.3M |
| Muzinich & Co., Inc. | 1.11% | No change | 65,041 | $1.3M |
| Franklin Resources Inc. | 0.00% | New | 61,334 | $1.2M |
| Barclays PLC | 0.00% | New | 60,415 | $1.2M |
| Enterprise Bank & Trust Co | 0.38% | No change | 55,912 | $1.1M |
| Palogic Value Management, L.P. | 0.47% | Add +7.4% | 54,830 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +6.2% | 47,683 | $941K |
| IHT Wealth Management, LLC | 0.04% | Add +18.8% | 47,037 | $929K |
| Capital Advisory Group Advisory Services, LLC | 0.42% | Reduce -1.4% | 44,848 | $885K |
| Trexquant Investment LP | 0.02% | Reduce -42.4% | 44,257 | $874K |
| Capital Investment Advisory Services, LLC | 0.09% | Add +7.9% | 43,284 | $854K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.3% | 39,429 | $778K |
| Qube Research & Technologies Ltd | 0.00% | Add +253.1% | 39,213 | $774K |
| DAVENPORT & Co LLC | 0.00% | No change | 37,737 | $745K |
| Raymond James Trust N.A. | 0.02% | Reduce -4.8% | 37,700 | $744K |
| HRT Financial LP | 0.00% | New | 34,516 | $681K |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 32,830 | $648K |
| Hexagon Capital Partners LLC | 0.14% | No change | 31,750 | $627K |
| Jump Financial, LLC | 0.02% | Reduce -33.7% | 31,100 | $614K |
| Virtus Advisers, LLC | 0.33% | Add +48.0% | 31,082 | $614K |
| Citadel Advisors | 0.00% | Reduce -84.2% | 31,058 | $613K |
| Level Four Advisory Services, LLC | 0.03% | No change | 28,292 | $557K |
| Kingfisher Capital LLC | 0.13% | No change | 26,572 | $525K |
| Commonwealth Equity Services, LLC | 0.00% | Add +50.5% | 26,529 | $524K |
| Cordgrass Capital Advisors, LLC | 0.15% | Add +1.0% | 24,830 | $490K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +10.6% | 24,477 | $484K |
| D.A. Davidson & Co. | 0.00% | Add +22.0% | 23,747 | $469K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.9% | 23,649 | $467K |
| Aquatic Capital Management LLC | 0.01% | Add +37.6% | 22,700 | $448K |
| Summit Trail Advisors, LLC | 0.01% | No change | 22,502 | $444K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.0% | 21,548 | $425K |
| Prospera Financial Services Inc | 0.01% | Add +1.0% | 20,172 | $398K |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 18,978 | $375K |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 18,087 | $357K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.4% | 17,837 | $352K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +41.6% | 15,937 | $315K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.9% | 15,491 | $306K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +34.3% | 14,907 | $294K |
| Quantbot Technologies LP | 0.02% | Add +28.0% | 14,788 | $292K |
| Optimum Investment Advisors | 0.13% | Reduce -9.7% | 13,900 | $274K |
| HB Wealth Management, LLC | 0.00% | No change | 13,599 | $268K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -7.1% | 13,011 | $257K |
| Atom Investors LP | 0.03% | New | 12,903 | $255K |
| Bison Wealth, LLC | 0.04% | No change | 12,445 | $246K |
| Blair William & Co. | 0.00% | No change | 12,421 | $245K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -22.5% | 12,344 | $237K |
| Natixis | 0.00% | No change | 10,925 | $216K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.0% | 10,726 | $212K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.0% | 10,708 | $211K |
| Royal Bank of Canada | 0.00% | Reduce -11.9% | 10,538 | $208K |
| Advisory Research Inc. | 0.04% | New | 10,487 | $207K |
| Sound Income Strategies, LLC | 0.01% | Add +8.7% | 8,974 | $177K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -22.6% | 7,547 | $149K |
| JPMorgan Chase & Co. | 0.00% | Add +72.2% | 6,200 | $122K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 5,092 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,667 | $92K |
| Wells Fargo & Company | 0.00% | Reduce -59.5% | 4,339 | $86K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 3,596 | $73K |
| Comerica Bank | 0.00% | Reduce -2.4% | 3,524 | $70K |
| MeadowBrook Investment Advisors LLC | 0.06% | Add +5.9% | 3,050 | $60K |
| RFP Financial Group LLC | 0.02% | No change | 2,976 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Add +266.7% | 2,750 | $54K |
| Spire Wealth Management | 0.00% | No change | 2,351 | $46K |
| EntryPoint Capital, LLC | 0.04% | New | 2,281 | $45K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,250 | $44K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 1,500 | $30K |
| Quarry LP | 0.01% | New | 1,455 | $29K |
| Group One Trading LLC | 0.00% | New | 1,300 | $26K |
| Activest Wealth Management | 0.01% | No change | 1,150 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,000 | $20K |
| Cedar Wealth Management, LLC | 0.01% | No change | 992 | $20K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -77.4% | 796 | $16K |
| Citigroup Inc. | 0.00% | Add +50.5% | 766 | $15K |
| Lanark Financial, Inc. | 0.00% | Add +3.5% | 533 | $11K |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.