Fidus InvestmentFDUS
13F holders, Q3 2025 (September 30)130holders +9
18new positions
8sold out
$20.27avg. 13F price*
At the end of Q3 2025, 130 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings, up 9 from Q2 2025. 18 opened new positions and 8 sold out. The largest holders were Van Eck Associates Corp. ($18.3M), Raymond James Financial Inc. ($15.7M) and Invesco Ltd. ($10.1M).
- Company
- Fidus Investment Corp.
- CUSIP
- 316500107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.0M |
| Exits | 8 | $2.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,192,518 shares bought and 669,530 shares sold, net +522,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Van Eck Associates Corp. | 0.02% | Add +6.7% | 903,443 | $18.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.7% | 775,573 | $15.7M |
| Invesco Ltd. | 0.00% | Add +11.5% | 497,921 | $10.1M |
| Cetera Investment Advisers | 0.01% | Add +22.0% | 451,936 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.4% | 439,915 | $8.9M |
| Columbus Macro, LLC | 0.93% | Add +24.5% | 401,460 | $8.1M |
| UBS Group AG | 0.00% | Add +25.9% | 375,736 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Add +13.8% | 356,300 | $7.2M |
| BlackRock, Inc. | 0.00% | Add +28.7% | 248,625 | $5.0M |
| Muzinich & Co., Inc. | 1.94% | Add +30.1% | 247,443 | $5.0M |
| Morgan Stanley | 0.00% | Reduce -7.6% | 247,091 | $5.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -23.4% | 220,652 | $4.5M |
| Legal & General Group Plc | 0.00% | Reduce -6.9% | 212,798 | $4.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +37.2% | 209,241 | $4.2M |
| Novare Capital Management LLC | 0.31% | Add +5.0% | 199,839 | $4.0M |
| PFG Advisors | 0.15% | Reduce -4.9% | 179,315 | $3.6M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 165,784 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +34.4% | 155,751 | $3.2M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -2.1% | 151,293 | $3.1M |
| GraniteShares Advisors LLC | 1.70% | Add +9.7% | 145,333 | $2.9M |
| Ethos Financial Group, LLC | 0.23% | Add +4.0% | 142,864 | $2.9M |
| Two Sigma Advisers, LP | 0.00% | Reduce -74.7% | 96,213 | $1.9M |
| LPL Financial LLC | 0.00% | Add +12.9% | 93,708 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +2.4% | 93,028 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +8.9% | 92,082 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.3% | 88,103 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.54% | Add +9.6% | 85,032 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +28.2% | 83,214 | $1.7M |
| MGB Wealth Management, LLC | 0.47% | Reduce -8.5% | 82,120 | $1.7M |
| Davis Investment Partners, LLC | 0.54% | Add +0.0% | 77,133 | $1.6M |
| Palogic Value Management, L.P. | 0.63% | Add +5.2% | 72,673 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.7% | 72,062 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +3.0% | 71,681 | $1.5M |
| Plan Group Financial, LLC | 0.37% | Add +38.1% | 68,713 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.29% | Reduce -0.9% | 65,449 | $1.3M |
| Marshall Wace, LLP | 0.00% | New | 64,929 | $1.3M |
| Riverbridge Partners LLC | 0.02% | Add +50.0% | 58,480 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -6.6% | 58,246 | $1.2M |
| Rockland Trust Co. | 0.05% | New | 55,912 | $1.1M |
| Greenland Capital Management LP | 0.18% | Add +3.4% | 55,000 | $1.1M |
| WT Wealth Management | 0.30% | Reduce -1.4% | 51,113 | $1.0M |
| Credit Agricole S A | 0.00% | — | 50,401 | $1.0M |
| Trexquant Investment LP | 0.01% | Reduce -34.5% | 50,151 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 44,872 | $909K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +32.1% | 43,709 | $884K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -4.6% | 41,978 | $850K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.7% | 39,945 | $809K |
| Virtus Investment Advisers, LLC | 0.23% | Reduce -3.4% | 39,844 | $807K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.0% | 35,887 | $727K |
| Caprock Group, LLC | 0.02% | — | 32,665 | $703K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20718.7% | 31,228 | $633K |
| Brevan Howard Capital Management LP | 0.01% | New | 31,091 | $630K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.7% | 30,994 | $628K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 30,089 | $610K |
| Creative Planning | 0.00% | New | 28,044 | $568K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +2.3% | 27,792 | $563K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.7% | 27,724 | $562K |
| Quantinno Capital Management LP | 0.00% | No change | 27,165 | $550K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.1% | 26,595 | $539K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 26,200 | $531K |
| Natixis | 0.00% | Reduce -4.6% | 25,525 | $519K |
| Northern Trust Corp. | 0.00% | Add +14.7% | 23,169 | $469K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 22,628 | $458K |
| Bank of America Corp. | 0.00% | Add +27.4% | 22,519 | $456K |
| Summit Trail Advisors, LLC | 0.01% | No change | 22,502 | $456K |
| Eagle Global Advisors LLC | 0.02% | No change | 22,325 | $452K |
| Global Retirement Partners, LLC | 0.01% | Add +2607.7% | 21,337 | $432K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.6% | 20,859 | $423K |
| Optimum Investment Advisors | 0.17% | Add +1.1% | 20,628 | $418K |
| VestGen Advisors, LLC | 0.01% | New | 20,628 | $418K |
| Wells Fargo & Company | 0.00% | Reduce -14.7% | 20,369 | $413K |
| Accredited Investors Inc. | 0.02% | No change | 20,000 | $405K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.0% | 19,966 | $405K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 19,973 | $399K |
| Monument Capital Management | 0.10% | New | 19,039 | $386K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 17,981 | $364K |
| Apollon Wealth Management, LLC | 0.01% | New | 17,852 | $362K |
| Stifel Financial Corp. | 0.00% | Add +18.4% | 16,565 | $336K |
| Clearstead Advisors, LLC | 0.00% | Reduce -20.5% | 16,432 | $333K |
| Ascentis Independent Advisors | 0.06% | Add +3.6% | 16,305 | $330K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 16,153 | $326K |
| Verition Fund Management LLC | 0.00% | Add +11.3% | 15,700 | $318K |
| Private Advisor Group, LLC | 0.00% | Add +2.4% | 15,085 | $306K |
| JT Stratford LLC | 0.04% | New | 15,046 | $305K |
| Osaic Holdings, Inc. | 0.00% | No change | 13,092 | $281K |
| HB Wealth Management, LLC | 0.00% | No change | 13,599 | $276K |
| Morey & Quinn Wealth Partners, LLC | 0.20% | Reduce -10.2% | 13,278 | $269K |
| Fiduciary Alliance LLC | 0.02% | No change | 13,025 | $264K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 13,011 | $264K |
| Sage Investment Counsel LLC | 0.27% | No change | 12,070 | $245K |
| Mariner, LLC | 0.00% | Add +4.5% | 12,038 | $244K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,576 | $235K |
| Secure Asset Management, LLC | 0.04% | New | 11,366 | $231K |
| Independent Financial Group, LLC | 0.01% | No change | 11,050 | $224K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 10,458 | $212K |
| Advisory Research Inc. | 0.03% | Reduce -1.6% | 10,403 | $211K |
| Blair William & Co. | 0.00% | New | 9,883 | $200K |
| JPMorgan Chase & Co. | 0.00% | Add +99.9% | 8,793 | $178K |
| Royal Bank of Canada | 0.00% | Reduce -36.6% | 7,664 | $155K |
| Farther Finance Advisors, LLC | 0.00% | No change | 7,346 | $149K |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.