Fidus InvestmentFDUS
13F holders, Q2 2025 (June 30)121holders
16new positions
16sold out
$20.20avg. 13F price*
At the end of Q2 2025, 121 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings, unchanged from Q1 2025. 16 opened new positions and 16 sold out. The largest holders were Van Eck Associates Corp. ($17.1M), Raymond James Financial Inc. ($16.4M) and Invesco Ltd. ($9.0M).
- Company
- Fidus Investment Corp.
- CUSIP
- 316500107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.4M |
| Exits | 16 | $6.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,042,788 shares bought and 796,115 shares sold, net +246,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Van Eck Associates Corp. | 0.02% | Add +10.9% | 846,994 | $17.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.3% | 813,702 | $16.4M |
| Invesco Ltd. | 0.00% | Add +2.2% | 446,703 | $9.0M |
| Two Sigma Advisers, LP | 0.02% | Reduce -8.5% | 380,613 | $7.7M |
| Cetera Investment Advisers | 0.01% | Add +10.4% | 370,335 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 359,415 | $7.3M |
| Columbus Macro, LLC | 0.80% | Add +12.1% | 322,543 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Add +10.6% | 313,002 | $6.3M |
| UBS Group AG | 0.00% | Add +50.8% | 298,390 | $6.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -27.9% | 287,879 | $5.8M |
| Morgan Stanley | 0.00% | Reduce -12.4% | 267,445 | $5.4M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 228,512 | $4.6M |
| BlackRock, Inc. | 0.00% | Add +30.8% | 193,153 | $3.9M |
| Novare Capital Management LLC | 0.31% | Add +0.6% | 190,275 | $3.8M |
| Muzinich & Co., Inc. | 1.76% | Add +106.5% | 190,228 | $3.8M |
| PFG Advisors | 0.18% | Add +3.8% | 188,495 | $3.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 167,016 | $3.4M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -27.5% | 154,610 | $3.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +68.5% | 152,463 | $3.1M |
| Ethos Financial Group, LLC | 0.24% | Add +2.2% | 137,365 | $2.8M |
| GraniteShares Advisors LLC | 1.65% | Add +6.7% | 132,532 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +159.1% | 115,872 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.4% | 92,080 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.2% | 91,113 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 90,865 | $1.8M |
| MGB Wealth Management, LLC | 0.60% | Add +2.1% | 89,775 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +14.0% | 84,524 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 82,993 | $1.7M |
| Davis Investment Partners, LLC | 0.56% | Reduce -5.6% | 77,104 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.56% | Add +2.0% | 77,618 | $1.6M |
| Trexquant Investment LP | 0.02% | Add +56.5% | 76,533 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +10.1% | 69,581 | $1.4M |
| Palogic Value Management, L.P. | 0.60% | Add +2.6% | 69,101 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.30% | Reduce -2.7% | 66,037 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +39.8% | 64,929 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +473.0% | 62,361 | $1.3M |
| Enterprise Bank & Trust Co | 0.42% | No change | 55,912 | $1.1M |
| HRT Financial LP | 0.00% | Add +26.8% | 54,066 | $1.1M |
| Greenland Capital Management LP | 0.14% | Reduce -9.4% | 53,190 | $1.1M |
| WT Wealth Management | 0.31% | Reduce -2.9% | 51,855 | $1.0M |
| Plan Group Financial, LLC | 0.33% | Add +38.9% | 49,763 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -2.7% | 45,703 | $909K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +0.1% | 44,016 | $889K |
| Virtus Investment Advisers, LLC | 0.28% | Reduce -2.7% | 41,255 | $833K |
| Riverbridge Partners LLC | 0.01% | Add +3.9% | 38,975 | $787K |
| MQS Management LLC | 0.41% | Reduce -20.3% | 36,583 | $739K |
| DAVENPORT & Co LLC | 0.00% | No change | 36,237 | $732K |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.6% | 35,124 | $710K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.7% | 33,094 | $670K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -14.0% | 30,487 | $616K |
| Mercer Global Advisors Inc. | 0.00% | New | 29,783 | $602K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +7.8% | 27,173 | $549K |
| Quantinno Capital Management LP | 0.00% | New | 27,165 | $549K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.8% | 26,905 | $543K |
| Natixis | 0.00% | No change | 26,751 | $539K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +61.7% | 26,200 | $529K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.9% | 25,284 | $511K |
| Wells Fargo & Company | 0.00% | Reduce -14.6% | 23,887 | $483K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -34.4% | 23,049 | $466K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 22,628 | $457K |
| Summit Trail Advisors, LLC | 0.01% | New | 22,502 | $455K |
| Eagle Global Advisors LLC | 0.02% | Add +56.0% | 22,325 | $451K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.4% | 20,462 | $425K |
| Clearstead Advisors, LLC | 0.01% | Add +0.4% | 20,661 | $417K |
| Optimum Investment Advisors | 0.18% | Add +9.3% | 20,393 | $412K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.8% | 20,323 | $411K |
| Northern Trust Corp. | 0.00% | New | 20,202 | $408K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 20,171 | $407K |
| Accredited Investors Inc. | 0.02% | New | 20,000 | $404K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 17,981 | $363K |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 17,673 | $357K |
| Simplex Trading, LLC | 0.01% | New | 16,458 | $332K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 16,153 | $326K |
| Ascentis Independent Advisors | 0.06% | New | 15,740 | $318K |
| Morey & Quinn Wealth Partners, LLC | 0.24% | No change | 14,778 | $299K |
| Private Advisor Group, LLC | 0.00% | Add +29.1% | 14,734 | $298K |
| Verition Fund Management LLC | 0.00% | New | 14,100 | $285K |
| Stifel Financial Corp. | 0.00% | Reduce -21.9% | 13,995 | $283K |
| HB Wealth Management, LLC | 0.00% | No change | 13,599 | $275K |
| Osaic Holdings, Inc. | 0.00% | Add +7.6% | 13,092 | $264K |
| Fiduciary Alliance LLC | 0.02% | No change | 13,025 | $263K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 13,011 | $263K |
| Royal Bank of Canada | 0.00% | Add +5.7% | 12,088 | $244K |
| Sage Investment Counsel LLC | 0.28% | No change | 12,070 | $244K |
| Mariner, LLC | 0.00% | Add +13.7% | 11,515 | $233K |
| Independent Financial Group, LLC | 0.01% | No change | 11,050 | $223K |
| Advisory Research Inc. | 0.03% | Add +6.1% | 10,574 | $214K |
| Janney Montgomery Scott LLC | 0.00% | No change | 10,463 | $211K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 10,089 | $204K |
| Quantbot Technologies LP | 0.00% | Reduce -7.7% | 9,047 | $183K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.9% | 7,346 | $148K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,337 | $108K |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.7% | 4,398 | $89K |
| Atticus Wealth Management, LLC | 0.02% | New | 3,816 | $77K |
| Millstone Evans Group, LLC | 0.05% | No change | 3,686 | $74K |
| MAI Capital Management | 0.00% | No change | 3,132 | $63K |
| MeadowBrook Investment Advisors LLC | 0.05% | Add +90.0% | 2,850 | $58K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -37.0% | 2,739 | $55K |
| First Horizon Advisors, Inc. | 0.00% | Add +154.8% | 2,658 | $54K |
| Quarry LP | 0.01% | Add +71.5% | 2,366 | $48K |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.