Fidus InvestmentFDUS
13F holders, Q1 2026 (March 31)142holders −7
18new positions
22sold out
4famous investors
$17.45avg. 13F price*
At the end of Q1 2026, 142 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings, down 7 from Q4 2025. 18 opened new positions and 22 sold out. The largest holders were Raymond James Financial Inc. ($14.0M), Van Eck Associates Corp. ($12.4M) and Envestnet Asset Management Inc. ($9.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.0M |
| Exits | 22 | $7.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,077,007 shares bought and 1,042,462 shares sold, net +34,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 804,392 | $14.0M |
| Van Eck Associates Corp. | 0.01% | Reduce -16.3% | 713,062 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 545,499 | $9.5M |
| Cetera Investment Advisers | 0.01% | Add +3.6% | 542,315 | $9.4M |
| Columbus Macro, LLC | 0.94% | Add +4.1% | 505,567 | $8.8M |
| UBS Group AG | 0.00% | Reduce -3.9% | 422,892 | $7.4M |
| Baird Financial Group, Inc. | 0.01% | Add +5.4% | 406,426 | $7.1M |
| Muzinich & Co., Inc. | 2.12% | Add +0.3% | 348,311 | $6.1M |
| Morgan Stanley | 0.00% | Add +17.9% | 294,167 | $5.1M |
| Legal & General Group Plc | 0.00% | Add +12.7% | 284,460 | $5.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -28.4% | 273,709 | $4.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 213,385 | $3.7M |
| Novare Capital Management LLC | 0.28% | Add +0.6% | 206,114 | $3.6M |
| Millennium Management | 0.00% | Reduce -17.4% | 204,386 | $3.6M |
| PFG Advisors | 0.16% | Add +2.0% | 187,689 | $3.3M |
| Ethos Financial Group, LLC | 0.20% | No change | 138,173 | $2.7M |
| Franklin Resources Inc. | 0.00% | Reduce -17.3% | 152,279 | $2.7M |
| LPL Financial LLC | 0.00% | Add +58.4% | 151,746 | $2.6M |
| BlackRock, Inc. | 0.00% | Reduce -42.2% | 141,336 | $2.5M |
| Advisors Asset Management, Inc. | 0.03% | Add +4.7% | 118,052 | $2.1M |
| Riverbridge Partners LLC | 0.05% | Add +8.2% | 109,885 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +4.9% | 105,120 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +43.5% | 103,401 | $1.8M |
| Citadel Advisors | 0.00% | New | 102,332 | $1.8M |
| Plan Group Financial, LLC | 0.40% | Add +24.0% | 98,802 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 92,582 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | Add +11.1% | 82,855 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.29% | Add +9.2% | 79,654 | $1.4M |
| Tudor Investment Corporation | 0.01% | Add +607.1% | 76,315 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -7.9% | 75,408 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +201.7% | 75,236 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +77.1% | 73,533 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -33.1% | 73,454 | $1.3M |
| Palogic Value Management, L.P. | 0.57% | Reduce -1.5% | 72,868 | $1.3M |
| Davis Investment Partners, LLC | 0.44% | Reduce -7.4% | 71,007 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.4% | 65,824 | $1.1M |
| Significant Wealth Partners LLC | 1.37% | New | 63,646 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.4% | 63,211 | $1.1M |
| Greenland Capital Management LP | 0.23% | Reduce -10.8% | 58,000 | $1.0M |
| Trexquant Investment LP | 0.01% | New | 56,195 | $979K |
| Rockland Trust Co. | 0.04% | No change | 55,912 | $974K |
| WT Wealth Management | 0.26% | No change | 51,113 | $890K |
| Haven Private, LLC | 0.37% | Add +44.5% | 48,650 | $847K |
| Quantbot Technologies LP | 0.03% | Add +152.4% | 43,802 | $763K |
| Sound Income Strategies, LLC | 0.03% | Add +8.4% | 41,317 | $715K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -3.7% | 40,132 | $699K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -13.3% | 39,723 | $696K |
| Magnetar Financial LLC | 0.01% | New | 39,390 | $686K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +29.5% | 39,003 | $679K |
| Brevan Howard Capital Management LP | 0.01% | Add +110.8% | 38,362 | $668K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -2.4% | 37,920 | $661K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.9% | 37,541 | $654K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 36,103 | $629K |
| MQS Management LLC | 0.41% | Reduce -21.6% | 34,627 | $603K |
| Bank of America Corp. | 0.00% | Add +0.7% | 33,114 | $577K |
| VestGen Advisors, LLC | 0.02% | Add +43.0% | 30,245 | $571K |
| Caprock Group, LLC | 0.01% | No change | 32,665 | $569K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 31,425 | $547K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.0% | 31,228 | $544K |
| Creative Planning | 0.00% | Add +8.2% | 31,079 | $541K |
| Independent Financial Group, LLC | 0.01% | Add +180.2% | 30,961 | $539K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.4% | 30,610 | $533K |
| DAVENPORT & Co LLC | 0.00% | Reduce -14.8% | 30,558 | $532K |
| Virtus Investment Advisers, LLC | 0.15% | Reduce -8.6% | 30,443 | $530K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 28,599 | $498K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.2% | 28,098 | $489K |
| Clearstead Advisors, LLC | 0.00% | Add +70.9% | 28,085 | $489K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -7.6% | 27,826 | $485K |
| Quantinno Capital Management LP | 0.00% | No change | 27,165 | $473K |
| Stifel Financial Corp. | 0.00% | Add +31.8% | 23,265 | $405K |
| Summit Trail Advisors, LLC | 0.01% | No change | 22,616 | $394K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -9.0% | 22,614 | $394K |
| Ascentis Independent Advisors | 0.03% | Add +1.4% | 22,268 | $388K |
| Eagle Global Advisors LLC | 0.01% | No change | 22,255 | $388K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.5% | 20,877 | $364K |
| Secure Asset Management, LLC | 0.06% | Add +33.4% | 20,564 | $358K |
| Accredited Investors Inc. | 0.02% | No change | 20,000 | $348K |
| Prospera Financial Services Inc | 0.01% | No change | 19,966 | $348K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.0% | 19,685 | $343K |
| Monument Capital Management | 0.08% | No change | 19,039 | $332K |
| Truist Financial Corp. | 0.00% | Reduce -57.4% | 18,711 | $326K |
| Purpose Unlimited Inc. | 0.01% | New | 18,760 | $322K |
| nVerses Capital, LLC | 0.29% | New | 18,039 | $314K |
| Cordgrass Capital Advisors, LLC | 0.07% | No change | 17,981 | $313K |
| Entropy Technologies, LP | 0.01% | New | 17,511 | $305K |
| Janney Montgomery Scott LLC | 0.00% | Add +27.0% | 15,116 | $263K |
| JT Stratford LLC | 0.03% | No change | 15,046 | $262K |
| Cwm, LLC | 0.00% | Add +116.9% | 14,520 | $253K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.8% | 13,359 | $233K |
| Morey & Quinn Wealth Partners, LLC | 0.16% | No change | 13,278 | $231K |
| Fiduciary Alliance LLC | 0.01% | No change | 12,301 | $230K |
| Sage Investment Counsel LLC | 0.25% | Add +8.3% | 13,070 | $228K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 13,011 | $227K |
| Annex Advisory Services, LLC | 0.00% | No change | 12,495 | $218K |
| Wells Fargo & Company | 0.00% | Reduce -40.2% | 11,732 | $204K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 11,708 | $204K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.9% | 11,280 | $197K |
| Kingstone Capital Partners Texas, LLC | 0.12% | Add +4.4% | 10,856 | $189K |
| Calton & Associates, Inc. | 0.03% | New | 10,314 | $180K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.7% | 10,218 | $178K |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.