Fidus InvestmentFDUS
13F holders, Q2 2024 (June 30)115holders +6
14new positions
7sold out
2famous investors
$19.49avg. 13F price*
At the end of Q2 2024, 115 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings, up 6 from Q1 2024. 14 opened new positions and 7 sold out. The largest holders were Van Eck Associates Corp. ($14.1M), Two Sigma Advisers, LP ($11.0M) and Raymond James & Associates ($10.8M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.9M |
| Exits | 7 | $2.9M |
All 13F filers, Q1 2024 → Q2 2024: 974,978 shares bought and 596,900 shares sold, net +378,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Van Eck Associates Corp. | 0.02% | Add +20.8% | 725,873 | $14.1M |
| Two Sigma Advisers, LP | 0.02% | Add +48.0% | 565,313 | $11.0M |
| Raymond James & Associates | 0.01% | Reduce -0.1% | 556,953 | $10.8M |
| Invesco Ltd. | 0.00% | Reduce -9.6% | 546,520 | $10.6M |
| Two Sigma Investments, LP | 0.02% | Add +20.4% | 454,918 | $8.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -4.1% | 415,106 | $8.1M |
| Morgan Stanley | 0.00% | Add +4.0% | 396,806 | $7.7M |
| Legal & General Group Plc | 0.00% | Add +3.0% | 247,313 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +18.1% | 233,826 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.4% | 225,904 | $4.4M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -8.1% | 190,237 | $3.7M |
| Novare Capital Management LLC | 0.33% | Reduce -0.2% | 189,160 | $3.7M |
| PFG Advisors | 0.23% | Add +3.9% | 178,404 | $3.5M |
| Millennium Management | 0.00% | Reduce -51.4% | 158,480 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +9.3% | 122,359 | $2.4M |
| GraniteShares Advisors LLC | 0.64% | Add +14.3% | 98,076 | $1.9M |
| BlackRock Inc. | 0.00% | Reduce -0.2% | 95,792 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +135.4% | 92,319 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 92,313 | $1.8M |
| Davis Investment Partners, LLC | 0.74% | Reduce -5.8% | 90,763 | $1.8M |
| MGB Wealth Management, LLC | 0.65% | Add +0.7% | 88,054 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +38.7% | 85,046 | $1.7M |
| FJ Capital Management LLC | 0.17% | Reduce -20.9% | 82,266 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.39% | New | 78,060 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 76,021 | $1.5M |
| UBS Group AG | 0.00% | Add +0.3% | 68,247 | $1.3M |
| Muzinich & Co., Inc. | 1.05% | Add +3.5% | 67,341 | $1.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 65,706 | $1.3M |
| WT Wealth Management | 0.40% | Reduce -9.2% | 59,922 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +49.4% | 56,338 | $1.1M |
| Palogic Value Management, L.P. | 0.47% | Add +2.7% | 56,297 | $1.1M |
| Enterprise Bank & Trust Co | 0.37% | No change | 55,912 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.45% | Add +20.7% | 54,127 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +10.6% | 52,034 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +16.4% | 50,385 | $981K |
| Virtus Advisers, LLC | 0.44% | Add +48.5% | 46,159 | $899K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 45,750 | $891K |
| Truist Financial Corp. | 0.00% | Reduce -7.4% | 44,160 | $860K |
| Barclays PLC | 0.00% | Reduce -28.6% | 43,129 | $840K |
| Trexquant Investment LP | 0.01% | Reduce -5.6% | 41,782 | $814K |
| DAVENPORT & Co LLC | 0.00% | No change | 37,737 | $735K |
| Atom Investors LP | 0.07% | Add +168.8% | 34,682 | $676K |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 33,263 | $648K |
| Citadel Advisors | 0.00% | Add +7.1% | 33,255 | $648K |
| Level Four Advisory Services, LLC | 0.03% | Add +16.3% | 32,897 | $641K |
| Hexagon Capital Partners LLC | 0.13% | No change | 31,750 | $618K |
| HRT Financial LP | 0.00% | Reduce -8.0% | 31,743 | $618K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.6% | 28,801 | $561K |
| Kingfisher Capital LLC | 0.12% | No change | 26,572 | $518K |
| D.A. Davidson & Co. | 0.00% | Add +8.9% | 25,867 | $504K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.6% | 24,877 | $485K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.3% | 23,962 | $467K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +121.0% | 23,666 | $461K |
| Susquehanna International Group, LLP | 0.00% | Add +31.7% | 23,494 | $458K |
| Summit Trail Advisors, LLC | 0.01% | No change | 22,502 | $438K |
| Cordgrass Capital Advisors, LLC | 0.13% | Reduce -14.8% | 21,156 | $412K |
| Clearstead Advisors, LLC | 0.01% | New | 20,320 | $396K |
| Prospera Financial Services Inc | 0.01% | No change | 20,172 | $393K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.1% | 19,376 | $377K |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 19,240 | $375K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -75.7% | 18,318 | $357K |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 17,742 | $346K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +10.4% | 17,599 | $343K |
| Wells Fargo & Company | 0.00% | Add +303.3% | 17,497 | $341K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 17,205 | $335K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 15,840 | $309K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.0% | 15,492 | $302K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,380 | $280K |
| JPMorgan Chase & Co. | 0.00% | Add +129.3% | 14,214 | $277K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 14,092 | $275K |
| Optimum Investment Advisors | 0.12% | No change | 13,900 | $271K |
| Independent Financial Group, LLC | 0.01% | New | 13,700 | $267K |
| HB Wealth Management, LLC | 0.00% | No change | 13,599 | $265K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -66.7% | 13,129 | $256K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 13,011 | $253K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.9% | 12,866 | $251K |
| Bison Wealth, LLC | 0.04% | No change | 12,445 | $246K |
| Royal Bank of Canada | 0.00% | Add +15.3% | 12,156 | $237K |
| Natixis | 0.00% | Add +3.3% | 11,283 | $221K |
| Advisory Research Inc. | 0.04% | Reduce -1.6% | 10,321 | $201K |
| Jane Street Group, LLC | 0.00% | New | 10,225 | $199K |
| Aquatic Capital Management LLC | 0.01% | Reduce -57.3% | 9,700 | $189K |
| Sound Income Strategies, LLC | 0.01% | Reduce -14.1% | 7,712 | $150K |
| IFP Advisors, Inc | 0.01% | New | 7,334 | $143K |
| Quantbot Technologies LP | 0.01% | Reduce -54.0% | 6,806 | $133K |
| Farther Finance Advisors, LLC | 0.01% | New | 6,041 | $118K |
| Arlington Trust Co LLC | 0.03% | New | 6,000 | $117K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -29.3% | 5,337 | $104K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 5,092 | $99K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3,596 | $70K |
| RFP Financial Group LLC | 0.02% | No change | 2,976 | $58K |
| MeadowBrook Investment Advisors LLC | 0.05% | Reduce -9.3% | 2,765 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,750 | $54K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,250 | $44K |
| Comerica Bank | 0.00% | Reduce -42.7% | 2,019 | $39K |
| Wetzel Investment Advisors, Inc. | 0.02% | New | 1,640 | $32K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 1,500 | $29K |
| Citigroup Inc. | 0.00% | Add +50.6% | 1,154 | $22K |
| Activest Wealth Management | 0.01% | No change | 1,150 | $22K |
| Group One Trading LLC | 0.00% | Reduce -19.5% | 1,047 | $20K |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.