Fidus Investment (FDUS) Institutional Ownership

$18.29 +0.35 (+1.95%)

As of 04:00 PM Eastern

Current Institutional Ownership Percentage: 28.14%
Number of Institutional Buyers (last 12 months): 96
Total Institutional Inflows (last 12 months): $614.40M

Number of Institutional Sellers (last 12 months): 40
Total Institutional Outflows (last 12 months): $14.12M

Get FDUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidus Investment stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	63,211	$1.10M	0.0%	-13.4%	0.167%
5/22/2026	WNY Asset Management LLC	10,100	$176K	0.0%	N/A	0.027%
5/19/2026	NewEdge Advisors LLC	63,211	$1.10M	0.0%	-13.4%	0.167%
5/15/2026	Entropy Technologies LP	17,511	$305K	0.0%	N/A	0.046%
5/13/2026	Cetera Investment Advisers	542,315	$9.45M	0.0%	+3.6%	1.429%
5/6/2026	Independent Financial Group LLC	30,961	$539K	0.0%	N/A	0.082%
5/5/2026	D.A. Davidson & CO.	75,408	$1.31M	0.0%	-7.9%	0.199%
4/30/2026	Kestra Advisory Services LLC	10,218	$178K	0.0%	-11.7%	0.027%
4/27/2026	Private Advisor Group LLC	11,280	$197K	0.0%	-18.9%	0.030%
4/27/2026	Y Intercept Hong Kong Ltd	73,533	$1.28M	0.0%	+77.1%	0.194%
Get the Latest News and Ratings for FDUS and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Fidus Investment and its competitors with MarketBeat's FREE daily newsletter.
4/27/2026	Sound Income Strategies LLC	41,317	$715K	0.0%	+8.5%	0.109%
4/25/2026	Sage Investment Counsel LLC	13,070	$228K	0.3%	+8.3%	0.034%
4/24/2026	MQS Management LLC	34,627	$603K	0.4%	-21.6%	0.091%
4/23/2026	Apollon Wealth Management LLC	20,877	$364K	0.0%	+13.5%	0.055%
4/22/2026	Janney Montgomery Scott LLC	15,116	$263K	0.0%	+27.0%	0.040%
4/21/2026	Columbus Macro LLC	505,567	$8.81M	0.9%	+4.1%	1.332%
4/20/2026	Davis Investment Partners LLC	71,007	$1.24M	0.4%	-7.4%	0.187%
4/18/2026	Riverbridge Partners LLC	109,885	$1.91M	0.0%	+8.2%	0.290%
4/17/2026	Novare Capital Management LLC	206,114	$3.59M	0.3%	+0.6%	0.543%
2/18/2026	Mercer Global Advisors Inc. ADV	26,966	$520K	0.0%	-10.4%	0.074%
2/18/2026	Beacon Pointe Advisors LLC	30,128	$581K	0.0%	+33.1%	0.083%
2/18/2026	NewEdge Advisors LLC	72,995	$1.41M	0.0%	-17.1%	0.200%
2/18/2026	XTX Topco Ltd	33,519	$647K	0.0%	N/A	0.092%
2/18/2026	Virtus Investment Advisers LLC	33,322	$643K	0.2%	-16.4%	0.091%
2/18/2026	Tudor Investment Corp ET AL	10,793	$208K	0.0%	N/A	0.030%
2/18/2026	Quadrature Capital Ltd	14,841	$286K	0.0%	N/A	0.041%
2/18/2026	Oxford Asset Management LLP	20,239	$391K	0.2%	N/A	0.056%
2/18/2026	Millennium Management LLC	247,580	$4.78M	0.0%	N/A	0.680%
2/18/2026	IHT Wealth Management LLC	74,606	$1.44M	0.0%	+4.1%	0.205%
2/17/2026	Schonfeld Strategic Advisors LLC	41,679	$804K	0.0%	N/A	0.114%
2/17/2026	Cetera Investment Advisers	523,659	$10.11M	0.0%	+15.9%	1.438%
2/17/2026	Jump Financial LLC	32,635	$630K	0.0%	N/A	0.090%
2/16/2026	Squarepoint Ops LLC	12,362	$239K	0.0%	N/A	0.034%
2/16/2026	Verition Fund Management LLC	20,200	$390K	0.0%	+28.7%	0.055%
2/13/2026	CANADA LIFE ASSURANCE Co	45,814	$883K	0.0%	+4.8%	0.126%
2/13/2026	Stifel Financial Corp	17,657	$341K	0.0%	+6.6%	0.048%
2/13/2026	OpenArc Corporate Advisory LLC	24,847	$480K	0.0%	N/A	0.068%
2/13/2026	Van ECK Associates Corp	851,637	$16.44M	0.0%	-5.7%	2.338%
2/13/2026	Wells Fargo & Company MN	19,612	$379K	0.0%	-3.7%	0.054%
2/12/2026	Advisors Asset Management Inc.	112,724	$2.18M	0.0%	-25.5%	0.309%
SpaceX IPO hides a much bigger story (Ad) The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists. Position yourself before this company potentially hits the front page. Click here to see the details before the crowd catches on
2/12/2026	Jane Street Group LLC	109,758	$2.12M	0.0%	N/A	0.301%
2/12/2026	Commonwealth Equity Services LLC	43,604	$842K	0.0%	+9.2%	0.120%
2/12/2026	Haven Private LLC	33,656	$650K	0.3%	N/A	0.092%
2/12/2026	Steward Partners Investment Advisory LLC	28,763	$555K	0.0%	+3.7%	0.079%
2/11/2026	Janney Montgomery Scott LLC	11,905	$230K	0.0%	+13.8%	0.033%
2/11/2026	LPL Financial LLC	95,795	$1.85M	0.0%	+2.2%	0.263%
2/11/2026	Franklin Resources Inc.	184,152	$3.55M	0.0%	+11.1%	0.506%
2/11/2026	Hilton Head Capital Partners LLC	1,550	$30K	0.0%	N/A	0.004%
2/11/2026	Closed End Fund Advisors Inc.	38,831	$749K	0.4%	N/A	0.107%
2/10/2026	Goldman Sachs Group Inc.	32,514	$628K	0.0%	N/A	0.089%
2/10/2026	Koss Olinger Consulting LLC	15,153	$292K	0.0%	-6.2%	0.042%
2/9/2026	Legal & General Group Plc	252,442	$4.87M	0.0%	+18.6%	0.693%
2/9/2026	MQS Management LLC	44,143	$852K	0.5%	N/A	0.121%
2/6/2026	Global Retirement Partners LLC	13,970	$270K	0.0%	-34.5%	0.038%
2/5/2026	Novare Capital Management LLC	204,889	$3.95M	0.3%	+2.5%	0.562%
2/5/2026	Cornerstone Wealth Management LLC	30,125	$581K	0.0%	+8.4%	0.083%
2/3/2026	Plan Group Financial LLC	79,689	$1.54M	0.4%	+16.0%	0.219%
2/3/2026	Kingstone Capital Partners Texas LLC	10,399	$201K	0.1%	N/A	0.029%
2/2/2026	Truist Financial Corp	43,879	$847K	0.0%	-2.2%	0.120%
2/2/2026	Oppenheimer & Co. Inc.	19,489	$376K	0.0%	-6.6%	0.053%
1/30/2026	Laurel Wealth Advisors LLC	1,572	$30K	0.0%	N/A	0.004%
1/29/2026	D.A. Davidson & CO.	81,870	$1.58M	0.0%	-47.4%	0.225%
1/29/2026	UBS Group AG	439,945	$8.49M	0.0%	+17.1%	1.208%
1/29/2026	Golden State Equity Partners	21,957	$424K	0.1%	+34.7%	0.060%
1/27/2026	PFG Advisors	183,987	$3.55M	0.2%	+2.6%	0.505%
1/26/2026	CWM LLC	6,694	$129K	0.0%	+62.4%	0.018%
1/26/2026	Annex Advisory Services LLC	12,495	$241K	0.0%	N/A	0.034%
1/23/2026	Sumitomo Mitsui Trust Group Inc.	213,385	$4.12M	0.0%	+2.0%	0.586%
1/22/2026	Apollon Wealth Management LLC	18,396	$355K	0.0%	+3.0%	0.050%
1/22/2026	Fiduciary Alliance LLC	12,301	$237K	0.0%	-5.6%	0.034%
1/21/2026	Capital Investment Advisory Services LLC	100,180	$1.93M	0.1%	+8.8%	0.275%
1/21/2026	Capital Advisory Group Advisory Services LLC	70,546	$1.36M	0.4%	-17.0%	0.194%
1/21/2026	Muzinich & Co. Inc.	347,114	$6.70M	2.1%	+40.3%	0.953%
1/21/2026	Flagship Harbor Advisors LLC	1,583	$31K	0.0%	N/A	0.004%
1/21/2026	Sound Income Strategies LLC	38,096	$758K	0.0%	+2,036.6%	0.105%
1/20/2026	Secure Asset Management LLC	15,411	$297K	0.0%	+35.6%	0.042%
1/20/2026	Ethos Financial Group LLC	138,173	$2.67M	0.2%	-3.3%	0.379%
1/20/2026	Stratos Wealth Partners LTD.	27,000	$521K	0.0%	+3.1%	0.074%
1/16/2026	Legacy Capital Wealth Partners LLC	72,921	$1.41M	0.3%	+11.4%	0.200%
1/15/2026	Columbus Macro LLC	485,780	$9.38M	1.0%	+21.0%	1.333%
1/14/2026	MeadowBrook Investment Advisors LLC	3,090	$60K	0.1%	N/A	0.008%
1/14/2026	TrueMark Investments LLC	30,021	$579K	0.1%	N/A	0.082%
1/14/2026	Hennion & Walsh Asset Management Inc.	38,831	$749K	0.0%	-7.5%	0.107%
1/13/2026	Riverbridge Partners LLC	101,578	$1.96M	0.0%	+73.7%	0.279%
1/8/2026	Wealth Enhancement Advisory Services LLC	18,988	$374K	0.0%	-4.9%	0.052%
1/1/2026	JPMorgan Chase & Co.	8,793	$178K	0.0%	+99.9%	0.024%
11/18/2025	Advisory Services Network LLC	3,002	$61K	0.0%	N/A	0.008%
11/17/2025	NewEdge Advisors LLC	88,103	$1.79M	0.0%	-3.3%	0.242%
11/17/2025	CANADA LIFE ASSURANCE Co	43,709	$884K	0.0%	+32.1%	0.120%
11/17/2025	Verition Fund Management LLC	15,700	$318K	0.0%	+11.3%	0.043%
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today
11/17/2025	Qube Research & Technologies Ltd	83,214	$1.69M	0.0%	+28.2%	0.228%
11/17/2025	Northwestern Mutual Wealth Management Co.	31,228	$633K	0.0%	+20,718.7%	0.086%
11/17/2025	Brevan Howard Capital Management LP	31,091	$630K	0.0%	N/A	0.085%
11/17/2025	Bank of America Corp DE	22,519	$456K	0.0%	+27.4%	0.062%
11/17/2025	Ameriprise Financial Inc.	72,062	$1.46M	0.0%	-21.7%	0.198%
11/14/2025	Creative Planning	28,044	$568K	0.0%	N/A	0.077%
11/14/2025	Credit Agricole S A	50,401	$1.02M	0.0%	N/A	0.138%
11/14/2025	Raymond James Financial Inc.	775,573	$15.71M	0.0%	-4.7%	2.129%
11/14/2025	Two Sigma Investments LP	220,652	$4.47M	0.0%	-23.4%	0.606%
11/13/2025	Invesco Ltd.	497,921	$10.09M	0.0%	+11.5%	1.407%

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 124 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), Van ECK Associates Corp ($274.60K), and Millennium Management LLC ($247.58K).

Institutional investors have bought a total of 30,491,450 shares in the last 24 months. This purchase volume represents approximately $614.40M in transactions.

Of the 40 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 714,720 shares in the last 24 months. This volume of shares sold represents approximately $14.12M in transactions.

Related Companies

This page (NASDAQ:FDUS) was last updated on 6/23/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Fidus Investment (FDUS) Institutional Ownership

FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

FDUS Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Fidus Investment (FDUS) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Fidus Investment (NASDAQ:FDUS)

FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

FDUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDUS shares?

What percentage of Fidus Investment's stock is owned by institutional investors?

Which institutional investors have been buying Fidus Investment's stock?

How much institutional buying is happening at Fidus Investment?

Which of Fidus Investment's major shareholders have been selling company stock?

How much institutional selling is happening at Fidus Investment?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools