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 134 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $804 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
|
$584 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
846,994
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
813,702
shares
|
$17.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
547,181
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
446,703
shares
|
$9.52 Million
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
398,695
shares
|
$8.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
380,613
shares
|
$8.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
370,335
shares
|
$7.9 Million
0.01% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
359,415
shares
|
$7.66 Million
0.0% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
322,543
shares
|
$6.88 Million
0.84% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
313,002
shares
|
$6.67 Million
0.01% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
298,390
shares
|
$6.36 Million
0.0% of portfolio
|
Q2 2025
Added 50.83%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
287,879
shares
|
$6.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
267,445
shares
|
$5.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
228,512
shares
|
$4.87 Million
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
190,275
shares
|
$4.06 Million
0.32% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
190,228
shares
|
$4.06 Million
1.78% of portfolio
|
Q2 2025
Added 106.5%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
188,495
shares
|
$4.02 Million
0.13% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
167,016
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
154,610
shares
|
$3.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 27.54%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
152,463
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 68.49%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
137,365
shares
|
$2.93 Million
0.28% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
132,532
shares
|
$2.83 Million
1.8% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
115,872
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2025
Added 159.06%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
95,792
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|