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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
92,080
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
91,113
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
90,865
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
89,775
shares
|
$1.91 Million
0.6% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
84,524
shares
|
$1.8 Million
0.15% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
82,993
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
77,618
shares
|
$1.65 Million
0.57% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
77,104
shares
|
$1.64 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
76,533
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 56.54%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
69,581
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
69,101
shares
|
$1.47 Million
0.57% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
66,037
shares
|
$1.41 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
64,929
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 39.81%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
62,361
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 472.96%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
55,912
shares
|
$1.19 Million
0.43% of portfolio
|
Q3 2020
Reduced 71.81%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
54,066
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Greenland Capital Management LP
New York, NY |
Aug 11, 2025 Q2 2025 |
53,190
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
51,855
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
49,763
shares
|
$1.06 Million
0.34% of portfolio
|
Q2 2025
Added 38.85%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
47,649
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 120.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,703
shares
|
$974,387
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
44,016
shares
|
$938,421
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,845
shares
|
$913,455
0.02% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
41,255
shares
|
$879,556
0.29% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
38,975
shares
|
$830,947
0.01% of portfolio
|
Q2 2025
Added 3.92%
|