Fidus Investment (FDUS) Institutional Ownership

$19.82 +0.12 (+0.61%)

Closing price 08/24/2026 04:00 PM Eastern

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$19.90 +0.08 (+0.40%)

As of 06:31 AM Eastern

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Current Institutional Ownership Percentage: 28.14%
Number of Institutional Buyers (last 12 months): 87
Total Institutional Inflows (last 12 months): $67.56M

Number of Institutional Sellers (last 12 months): 31
Total Institutional Outflows (last 12 months): $8.94M

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FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/23/2026	Greenland Capital Management LP	67,000	$1.28M	0.2%	+15.5%	0.177%
8/21/2026	Secure Asset Management LLC	23,728	$452K	0.1%	+15.4%	0.063%
8/19/2026	Van ECK Associates Corp	929,242	$17.72M	0.0%	+30.3%	2.448%
8/18/2026	Beacon Pointe Advisors LLC	111,853	$2.13M	0.0%	N/A	0.295%
8/18/2026	WNY Asset Management LLC	10,100	$193K	0.0%	N/A	0.027%
8/17/2026	Palogic Value Management L.P.	70,647	$1.35M	0.4%	N/A	0.186%
8/17/2026	Bank of America Corp DE	38,692	$738K	0.0%	N/A	0.102%
8/14/2026	Legal & General Group Plc	310,317	$5.92M	0.0%	N/A	0.818%
8/13/2026	Burk Holdings LLC	2,454	$47K	0.0%	N/A	0.006%
8/12/2026	Greenland Capital Management LP	67,000	$1.28M	0.2%	N/A	0.177%
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8/12/2026	Northwestern Mutual Wealth Management Co.	31,228	$596K	0.0%	N/A	0.082%
8/12/2026	Quantbot Technologies LP	27,126	$517K	0.0%	N/A	0.071%
8/7/2026	BlackRock Inc.	138,053	$2.63M	0.0%	N/A	0.364%
8/6/2026	Global Retirement Partners LLC	32,589	$621K	0.0%	N/A	0.086%
7/9/2026	Hennion & Walsh Asset Management Inc.	29,739	$567K	0.0%	-21.6%	0.078%
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%
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%
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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%
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%
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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%

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 ($17.72M), 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), Van ECK Associates Corp ($365.77K), Legal & General Group Plc ($352.09K), Baird Financial Group Inc. ($313.00K), and Muzinich & Co. Inc. ($279.77K).

Institutional investors have bought a total of 3,479,802 shares in the last 24 months. This purchase volume represents approximately $67.56M in transactions.

Of the 31 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: D.A. Davidson & CO. ($80.34K), Two Sigma Investments LP ($67.23K), Van ECK Associates Corp ($51.81K), Advisors Asset Management Inc. ($41.89K), Raymond James Financial Inc. ($38.13K), NewEdge Advisors LLC ($37.69K), and Ameriprise Financial Inc. ($20.02K).

Institutional investors have sold a total of 458,883 shares in the last 24 months. This volume of shares sold represents approximately $8.94M in transactions.

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Institutional ownership data for NASDAQ:FDUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.

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Fidus Investment (FDUS) Institutional Ownership

FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

FDUS Institutional Ownership - Frequently Asked Questions

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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?

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