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Fidus Investment (FDUS) Institutional Ownership

Fidus Investment logo
$19.28 +0.03 (+0.13%)
As of 01:58 PM Eastern
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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)
88
Total
Institutional Inflows
(last 12 months)
$67.92M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$9.01M
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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
9/9/2026Integrated Wealth Concepts LLC9,844$188K0.0%N/A0.026%
9/9/2026NewEdge Advisors LLC60,317$1.15M0.0%-4.6%0.159%
9/9/2026Baird Financial Group Inc.416,390$7.94M0.0%+2.5%1.097%
8/26/2026HighTower Advisors LLC90,103$1.72M0.0%-2.7%0.237%
8/23/2026Greenland Capital Management LP67,000$1.28M0.2%+15.5%0.177%
8/21/2026Secure Asset Management LLC23,728$452K0.1%+15.4%0.063%
8/19/2026Van ECK Associates Corp929,242$17.72M0.0%+30.3%2.448%
8/18/2026Beacon Pointe Advisors LLC111,853$2.13M0.0%N/A0.295%
8/18/2026WNY Asset Management LLC10,100$193K0.0%N/A0.027%
8/17/2026Palogic Value Management L.P.70,647$1.35M0.4%N/A0.186%
8/17/2026Bank of America Corp DE38,692$738K0.0%N/A0.102%
8/14/2026Legal & General Group Plc310,317$5.92M0.0%N/A0.818%
8/13/2026Burk Holdings LLC2,454$47K0.0%N/A0.006%
8/12/2026Greenland Capital Management LP67,000$1.28M0.2%N/A0.177%
8/12/2026Northwestern Mutual Wealth Management Co.31,228$596K0.0%N/A0.082%
8/12/2026Quantbot Technologies LP27,126$517K0.0%N/A0.071%
8/7/2026BlackRock Inc.138,053$2.63M0.0%N/A0.364%
8/6/2026Global Retirement Partners LLC32,589$621K0.0%N/A0.086%
7/9/2026Hennion & 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%
5/6/2026Independent Financial Group LLC30,961$539K0.0%N/A0.082%
5/5/2026D.A. Davidson & CO.75,408$1.31M0.0%-7.9%0.199%
4/30/2026Kestra Advisory Services LLC10,218$178K0.0%-11.7%0.027%
4/27/2026Private Advisor Group LLC11,280$197K0.0%-18.9%0.030%
4/27/2026Y Intercept Hong Kong Ltd73,533$1.28M0.0%+77.1%0.194%
4/27/2026Sound Income Strategies LLC41,317$715K0.0%+8.5%0.109%
4/25/2026Sage Investment Counsel LLC13,070$228K0.3%+8.3%0.034%
4/24/2026MQS Management LLC34,627$603K0.4%-21.6%0.091%
4/23/2026Apollon Wealth Management LLC20,877$364K0.0%+13.5%0.055%
4/22/2026Janney Montgomery Scott LLC15,116$263K0.0%+27.0%0.040%
4/21/2026Columbus Macro LLC505,567$8.81M0.9%+4.1%1.332%
4/20/2026Davis Investment Partners LLC71,007$1.24M0.4%-7.4%0.187%
4/18/2026Riverbridge 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%
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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%
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%
2/12/2026Commonwealth Equity Services LLC43,604$842K0.0%+9.2%0.120%
2/12/2026Haven 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%
2/11/2026Hilton Head Capital Partners LLC1,550$30K0.0%N/A0.004%
2/11/2026Closed 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%
2/5/2026Cornerstone 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%
2/2/2026Truist Financial Corp43,879$847K0.0%-2.2%0.120%
2/2/2026Oppenheimer & Co. Inc.19,489$376K0.0%-6.6%0.053%
1/30/2026Laurel Wealth Advisors LLC1,572$30K0.0%N/A0.004%
1/29/2026D.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%
1/29/2026Golden State Equity Partners21,957$424K0.1%+34.7%0.060%
1/27/2026PFG Advisors183,987$3.55M0.2%+2.6%0.505%
1/26/2026CWM LLC6,694$129K0.0%+62.4%0.018%
1/26/2026Annex Advisory Services LLC12,495$241K0.0%N/A0.034%
1/23/2026Sumitomo Mitsui Trust Group Inc.213,385$4.12M0.0%+2.0%0.586%
1/22/2026Apollon Wealth Management LLC18,396$355K0.0%+3.0%0.050%
1/22/2026Fiduciary Alliance LLC12,301$237K0.0%-5.6%0.034%
1/21/2026Capital Investment Advisory Services LLC100,180$1.93M0.1%+8.8%0.275%
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1/21/2026Capital Advisory Group Advisory Services LLC70,546$1.36M0.4%-17.0%0.194%
1/21/2026Muzinich & Co. Inc.347,114$6.70M2.1%+40.3%0.953%
1/21/2026Flagship Harbor Advisors LLC1,583$31K0.0%N/A0.004%
1/21/2026Sound Income Strategies LLC38,096$758K0.0%+2,036.6%0.105%
1/20/2026Secure 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%
1/15/2026Columbus Macro LLC485,780$9.38M1.0%+21.0%1.333%
1/14/2026MeadowBrook Investment Advisors LLC3,090$60K0.1%N/A0.008%


FDUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 143 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 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), Van ECK Associates Corp ($365.77K), Legal & General Group Plc ($352.09K), Baird Financial Group Inc. ($322.97K), and Muzinich & Co. Inc. ($279.77K).

Institutional investors have bought a total of 3,498,690 shares in the last 24 months. This purchase volume represents approximately $67.92M in transactions.

Of the 32 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), NewEdge Advisors LLC ($40.58K), Raymond James Financial Inc. ($38.13K), and Ameriprise Financial Inc. ($20.02K).

Institutional investors have sold a total of 462,735 shares in the last 24 months. This volume of shares sold represents approximately $9.01M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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