Institutional Ownership Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $820 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
27,409,759
shares
|
$603 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
938,126
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
763,468
shares
|
$16.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
547,181
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
437,066
shares
|
$9.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
415,913
shares
|
$9.15 Million
0.02% of portfolio
|
Q1 2025
Added 89.3%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
398,999
shares
|
$8.77 Million
0.02% of portfolio
|
Q1 2025
Added 85.66%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
398,695
shares
|
$8.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
335,498
shares
|
$7.38 Million
0.01% of portfolio
|
Q1 2025
Added 10.57%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
324,277
shares
|
$7.13 Million
0.0% of portfolio
|
Q1 2025
Added 7.81%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
305,219
shares
|
$6.71 Million
0.0% of portfolio
|
Q1 2025
Added 7.43%
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
287,622
shares
|
$6.32 Million
0.81% of portfolio
|
Q1 2025
Added 7.77%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
283,093
shares
|
$6.23 Million
0.01% of portfolio
|
Q1 2025
Added 46.14%
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
226,387
shares
|
$4.98 Million
0.0% of portfolio
|
Q4 2023
Reduced 14.82%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
213,370
shares
|
$4.69 Million
0.09% of portfolio
|
Q1 2025
Added 3.28%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
197,838
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 69.66%
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
189,140
shares
|
$4.16 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
181,656
shares
|
$3.99 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
167,720
shares
|
$3.69 Million
0.0% of portfolio
|
Q1 2025
Added 36.02%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
134,384
shares
|
$2.96 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
132,532
shares
|
$2.91 Million
1.8% of portfolio
|
Q2 2025
Added 6.67%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
107,353
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 24.9%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
106,331
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Added 10.65%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
101,502
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
95,792
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|