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 |
|---|---|---|---|---|---|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
38,098
shares
|
$812,249
0.0% of portfolio
|
Q4 2023
Added 58.27%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
36,583
shares
|
$779,949
0.41% of portfolio
|
Q2 2025
Reduced 20.28%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
36,237
shares
|
$772,572
0.0% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
35,124
shares
|
$748,843
0.0% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
33,094
shares
|
$705,564
0.0% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
31,755
shares
|
$677,016
0.02% of portfolio
|
Q2 2025
Added 7588.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,487
shares
|
$649,982
0.02% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
29,783
shares
|
$634,973
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
27,173
shares
|
$579,328
0.03% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
27,165
shares
|
$579,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,905
shares
|
$573,614
0.0% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
26,751
shares
|
$570,331
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
26,572
shares
|
$566,515
0.12% of portfolio
|
Q3 2023
Added 3.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
26,200
shares
|
$558,584
0.01% of portfolio
|
Q2 2025
Added 61.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
25,284
shares
|
$539,054
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,887
shares
|
$509,270
0.0% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
23,049
shares
|
$491,404
0.03% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
22,628
shares
|
$482,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,502
shares
|
$479,742
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
22,325
shares
|
$475,969
0.02% of portfolio
|
Q2 2025
Added 56.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
20,661
shares
|
$440,492
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
20,462
shares
|
$436,249
0.0% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
20,393
shares
|
$434,778
0.18% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
20,323
shares
|
$433,286
0.01% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,202
shares
|
$430,706
0.0% of portfolio
|
Q2 2025
New holding
|