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Fidus Investment (FDUS) Institutional Ownership

Fidus Investment logo
$20.18 +0.44 (+2.23%)
Closing price 08/3/2026 04:00 PM Eastern
Extended Trading
$20.18 0.00 (0.00%)
As of 08/3/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Fidus Investment (NASDAQ:FDUS)

Current
Institutional Ownership
Percentage
28.14%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$51.93M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$13.91M
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FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Hennion & Walsh Asset Management Inc.29,739$567K0.0%-21.6%0.078%
6/3/2026NewEdge Advisors LLC63,211$1.10M0.0%-13.4%0.167%
5/22/2026WNY Asset Management LLC10,100$176K0.0%N/A0.027%
5/19/2026NewEdge Advisors LLC63,211$1.10M0.0%-13.4%0.167%
5/15/2026Entropy Technologies LP17,511$305K0.0%N/A0.046%
5/13/2026Cetera Investment Advisers542,315$9.45M0.0%+3.6%1.429%
5/6/2026 Independent Financial Group LLC30,961$539K0.0%N/A0.082%
5/5/2026 D.A. Davidson & CO.75,408$1.31M0.0%-7.9%0.199%
4/30/2026 Kestra Advisory Services LLC10,218$178K0.0%-11.7%0.027%
4/27/2026 Private Advisor Group LLC11,280$197K0.0%-18.9%0.030%
4/27/2026 Y Intercept Hong Kong Ltd73,533$1.28M0.0%+77.1%0.194%
4/27/2026 Sound Income Strategies LLC41,317$715K0.0%+8.5%0.109%
4/25/2026 Sage Investment Counsel LLC13,070$228K0.3%+8.3%0.034%
4/24/2026MQS Management LLC34,627$603K0.4%-21.6%0.091%
4/23/2026 Apollon Wealth Management LLC20,877$364K0.0%+13.5%0.055%
4/22/2026Janney Montgomery Scott LLC15,116$263K0.0%+27.0%0.040%
4/21/2026 Columbus Macro LLC505,567$8.81M0.9%+4.1%1.332%
4/20/2026Davis Investment Partners LLC71,007$1.24M0.4%-7.4%0.187%
4/18/2026 Riverbridge Partners LLC109,885$1.91M0.0%+8.2%0.290%
4/17/2026Novare Capital Management LLC206,114$3.59M0.3%+0.6%0.543%
2/18/2026Mercer Global Advisors Inc. ADV26,966$520K0.0%-10.4%0.074%
2/18/2026Beacon Pointe Advisors LLC30,128$581K0.0%+33.1%0.083%
2/18/2026NewEdge Advisors LLC72,995$1.41M0.0%-17.1%0.200%
2/18/2026XTX Topco Ltd33,519$647K0.0%N/A0.092%
2/18/2026Virtus Investment Advisers LLC33,322$643K0.2%-16.4%0.091%
2/18/2026Tudor Investment Corp ET AL10,793$208K0.0%N/A0.030%
2/18/2026Quadrature Capital Ltd14,841$286K0.0%N/A0.041%
2/18/2026Oxford Asset Management LLP20,239$391K0.2%N/A0.056%
2/18/2026Millennium Management LLC247,580$4.78M0.0%N/A0.680%
2/18/2026IHT Wealth Management LLC74,606$1.44M0.0%+4.1%0.205%
2/17/2026Schonfeld Strategic Advisors LLC41,679$804K0.0%N/A0.114%
2/17/2026Cetera Investment Advisers523,659$10.11M0.0%+15.9%1.438%
2/17/2026Jump Financial LLC32,635$630K0.0%N/A0.090%
2/16/2026Squarepoint Ops LLC12,362$239K0.0%N/A0.034%
2/16/2026Verition Fund Management LLC20,200$390K0.0%+28.7%0.055%
2/13/2026CANADA LIFE ASSURANCE Co45,814$883K0.0%+4.8%0.126%
2/13/2026Stifel Financial Corp17,657$341K0.0%+6.6%0.048%
2/13/2026OpenArc Corporate Advisory LLC24,847$480K0.0%N/A0.068%
2/13/2026Van ECK Associates Corp851,637$16.44M0.0%-5.7%2.338%
2/13/2026Wells Fargo & Company MN19,612$379K0.0%-3.7%0.054%
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2/12/2026Advisors Asset Management Inc.112,724$2.18M0.0%-25.5%0.309%
2/12/2026Jane Street Group LLC109,758$2.12M0.0%N/A0.301%
2/12/2026 Commonwealth Equity Services LLC43,604$842K0.0%+9.2%0.120%
2/12/2026 Haven Private LLC33,656$650K0.3%N/A0.092%
2/12/2026Steward Partners Investment Advisory LLC28,763$555K0.0%+3.7%0.079%
2/11/2026Janney Montgomery Scott LLC11,905$230K0.0%+13.8%0.033%
2/11/2026LPL Financial LLC95,795$1.85M0.0%+2.2%0.263%
2/11/2026Franklin Resources Inc.184,152$3.55M0.0%+11.1%0.506%
2/11/2026 Hilton Head Capital Partners LLC1,550$30K0.0%N/A0.004%
2/11/2026 Closed End Fund Advisors Inc.38,831$749K0.4%N/A0.107%
2/10/2026Goldman Sachs Group Inc.32,514$628K0.0%N/A0.089%
2/10/2026Koss Olinger Consulting LLC15,153$292K0.0%-6.2%0.042%
2/9/2026Legal & General Group Plc252,442$4.87M0.0%+18.6%0.693%
2/9/2026MQS Management LLC44,143$852K0.5%N/A0.121%
2/6/2026Global Retirement Partners LLC13,970$270K0.0%-34.5%0.038%
2/5/2026Novare Capital Management LLC204,889$3.95M0.3%+2.5%0.562%
2/5/2026 Cornerstone Wealth Management LLC30,125$581K0.0%+8.4%0.083%
2/3/2026Plan Group Financial LLC79,689$1.54M0.4%+16.0%0.219%
2/3/2026Kingstone Capital Partners Texas LLC10,399$201K0.1%N/A0.029%
2/2/2026 Truist Financial Corp43,879$847K0.0%-2.2%0.120%
2/2/2026Oppenheimer & Co. Inc.19,489$376K0.0%-6.6%0.053%
1/30/2026 Laurel Wealth Advisors LLC1,572$30K0.0%N/A0.004%
1/29/2026 D.A. Davidson & CO.81,870$1.58M0.0%-47.4%0.225%
1/29/2026UBS Group AG439,945$8.49M0.0%+17.1%1.208%
1/29/2026 Golden State Equity Partners21,957$424K0.1%+34.7%0.060%
1/27/2026 PFG Advisors183,987$3.55M0.2%+2.6%0.505%
1/26/2026CWM LLC6,694$129K0.0%+62.4%0.018%
1/26/2026 Annex Advisory Services LLC12,495$241K0.0%N/A0.034%
1/23/2026 Sumitomo Mitsui Trust Group Inc.213,385$4.12M0.0%+2.0%0.586%
1/22/2026 Apollon Wealth Management LLC18,396$355K0.0%+3.0%0.050%
1/22/2026 Fiduciary Alliance LLC12,301$237K0.0%-5.6%0.034%
1/21/2026 Capital Investment Advisory Services LLC100,180$1.93M0.1%+8.8%0.275%
1/21/2026Capital Advisory Group Advisory Services LLC70,546$1.36M0.4%-17.0%0.194%
1/21/2026 Muzinich & Co. Inc.347,114$6.70M2.1%+40.3%0.953%
1/21/2026 Flagship Harbor Advisors LLC1,583$31K0.0%N/A0.004%
1/21/2026 Sound Income Strategies LLC38,096$758K0.0%+2,036.6%0.105%
1/20/2026 Secure Asset Management LLC15,411$297K0.0%+35.6%0.042%
1/20/2026Ethos Financial Group LLC138,173$2.67M0.2%-3.3%0.379%
1/20/2026Stratos Wealth Partners LTD.27,000$521K0.0%+3.1%0.074%
1/16/2026Legacy Capital Wealth Partners LLC72,921$1.41M0.3%+11.4%0.200%
1/15/2026 Columbus Macro LLC485,780$9.38M1.0%+21.0%1.333%
1/14/2026 MeadowBrook Investment Advisors LLC3,090$60K0.1%N/A0.008%
1/14/2026 TrueMark Investments LLC30,021$579K0.1%N/A0.082%
1/14/2026 Hennion & Walsh Asset Management Inc.38,831$749K0.0%-7.5%0.107%
1/13/2026 Riverbridge Partners LLC101,578$1.96M0.0%+73.7%0.279%
1/8/2026 Wealth Enhancement Advisory Services LLC18,988$374K0.0%-4.9%0.052%
1/1/2026JPMorgan Chase & Co.8,793$178K0.0%+99.9%0.024%
11/18/2025Advisory Services Network LLC3,002$61K0.0%N/A0.008%
11/17/2025NewEdge Advisors LLC88,103$1.79M0.0%-3.3%0.242%
11/17/2025CANADA LIFE ASSURANCE Co43,709$884K0.0%+32.1%0.120%
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11/17/2025Verition Fund Management LLC15,700$318K0.0%+11.3%0.043%
11/17/2025Qube Research & Technologies Ltd83,214$1.69M0.0%+28.2%0.228%
11/17/2025Northwestern Mutual Wealth Management Co.31,228$633K0.0%+20,718.7%0.086%
11/17/2025Brevan Howard Capital Management LP31,091$630K0.0%N/A0.085%
11/17/2025Bank of America Corp DE22,519$456K0.0%+27.4%0.062%
11/17/2025Ameriprise Financial Inc.72,062$1.46M0.0%-21.7%0.198%
11/14/2025Creative Planning28,044$568K0.0%N/A0.077%
11/14/2025Credit Agricole S A50,401$1.02M0.0%N/A0.138%
11/14/2025Raymond James Financial Inc.775,573$15.71M0.0%-4.7%2.129%
11/14/2025Two Sigma Investments LP220,652$4.47M0.0%-23.4%0.606%


FDUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 142 institutional investors and hedge funds held shares of Fidus Investment. The most heavily invested institutionals were Van ECK Associates Corp ($16.44M), Raymond James Financial Inc. ($15.71M), Raymond James & Associates ($10.73M), Invesco Ltd. ($10.09M), Cetera Investment Advisers ($9.45M), Envestnet Asset Management Inc. ($8.91M), and Columbus Macro LLC ($8.81M).Learn more on Fidus Investment's institutional investors.

28.14% of Fidus Investment's stock is owned by institutional investors. Learn more on FDUS's institutional investor holdings.

Of the 123 institutional investors that purchased Fidus Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($27.42M), Raymond James Financial Inc. ($1.95M), Columbus Macro LLC ($505.57K), Baird Financial Group Inc. ($313.00K), Muzinich & Co. Inc. ($279.77K), Millennium Management LLC ($247.58K), and Cetera Investment Advisers ($241.19K).

Institutional investors have bought a total of 2,646,211 shares in the last 24 months. This purchase volume represents approximately $51.93M in transactions.

Of the 39 institutional investors that sold Fidus Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($162.55K), Advisors Asset Management Inc. ($100.65K), D.A. Davidson & CO. ($80.34K), Two Sigma Investments LP ($67.23K), Van ECK Associates Corp ($51.81K), NewEdge Advisors LLC ($48.08K), and Ameriprise Financial Inc. ($34.27K).

Institutional investors have sold a total of 704,525 shares in the last 24 months. This volume of shares sold represents approximately $13.91M in transactions.


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This page (NASDAQ:FDUS) was last updated on 8/4/2026 by MarketBeat.com Staff.
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