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 |
|---|---|---|---|---|---|
|
Muzinich & Co., Inc.
New York, NY |
May 05, 2025 Q1 2025 |
92,121
shares
|
$2.03 Million
1.13% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
90,668
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
90,486
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
87,954
shares
|
$1.93 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
85,985
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
77,618
shares
|
$1.71 Million
0.57% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
77,104
shares
|
$1.7 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
74,163
shares
|
$1.63 Million
0.15% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
67,859
shares
|
$1.49 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
67,317
shares
|
$1.48 Million
0.61% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
63,184
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
58,700
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2025
Added 56.53%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
55,912
shares
|
$1.23 Million
0.43% of portfolio
|
Q3 2020
Reduced 71.81%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
53,376
shares
|
$1.17 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
51,264
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
51,180
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
48,890
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.82%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
47,649
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 120.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
46,440
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 152.34%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
45,889
shares
|
$1.01 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,703
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
44,727
shares
|
$983,546
0.01% of portfolio
|
Q1 2025
Added 42.52%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
43,995
shares
|
$967,450
0.04% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,845
shares
|
$942,161
0.02% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
42,654
shares
|
$937,961
0.01% of portfolio
|
Q1 2025
Added 7.04%
|