Fidus Investment FDUS Institutional Ownership

NASDAQ FDUS

$19.57 -0.05 (-0.25%)

At close: Sep 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

134 Institutions

Increased 65 48.5%

Unchanged 32 23.9%

Reduced 37 27.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

22.74%

▼-3.40 pp QoQ

Shares Held by Institutions

8.63Mn

of 37.95Mn outstanding

▼-2.72% QoQ

Shares Outstanding

37.95Mn

29.32Mn held outside 13F filers

Institutional Investors

134

filed 13F for Jun 2026

▼-9 vs prior quarter

Net Shares Added (QoQ)

-241.13K

distributed since last quarter

Value of Holdings

$169.42Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

FIDUS INVESTMENT Corp (NASDAQ:FDUS) appears in 134 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 22.7% of outstanding shares in June 2026, down from 26.1% in March 2026.
They decreased total shares held in FDUS by -2.72% quarter over quarter, and investors in Fidus Investment increased 8.94% from a year ago.
Of these 134 funds, 65 grew their exposure to Fidus Investment, 37 cut back, and 32 maintained positions.
Institutional investors collectively held 8.63Mn shares in Fidus Investment as of June 2026, down by 241.13K shares quarter on quarter, and down 27.58Mn shares year over year.
As of June 30, 2026, the biggest holder of Fidus Investment is VAN ECK ASSOCIATES CORP at 929.24K shares, representing 2.45% of shares outstanding.
The biggest buyers of Fidus Investment for the quarter ending June 2026 included VAN ECK ASSOCIATES CORP (216.18K), Qube Research & Technologies Ltd (126.8K), MARSHALL WACE, LLP (110.49K), UBS Group AG (76.73K), Beacon Pointe Advisors, LLC (72.85K).
Leading sellers of Fidus Investment shares for the quarter ending June 2026 were ENVESTNET ASSET MANAGEMENT INC (506.19K), Cetera Investment Advisers (487.06K), TWO SIGMA INVESTMENTS, LP (78.81K), LPL Financial LLC (71.39K), JANE STREET GROUP, LLC (59.04K).
According to Business Quant data, leading holders of FDUS for June 2026 are VAN ECK ASSOCIATES CORP (929.24K), Raymond James Financial Inc (829.59K), UBS Group AG (499.62K), Baird Financial Group, Inc. (416.39K), Muzinich & Co., Inc. (368.3K), Legal & General Group Plc (310.32K), Morgan Stanley (302.64K), Qube Research & Technologies Ltd (230.2K), Sumitomo Mitsui Trust Group, Inc. (230.11K), Franklin Resources Inc (224.98K).

Form 13F Holdings

134 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.63Mn

Of outstanding 22.74%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VAN ECK ASSOCIATES CORP	0000869178	929,242	2.45%	▲216,180	+30.32%	$17.72Mn
2	Raymond James Financial Inc	0000720005	829,588	2.19%	▲25,196	+3.13%	$15.82Mn
3	UBS Group AG	0001610520	499,624	1.32%	▲76,732	+18.14%	$9.53Mn
4	Baird Financial Group, Inc.	0001648711	416,390	1.10%	▲9,964	+2.45%	$7.94Mn
5	Muzinich & Co., Inc.	0001618824	368,298	0.97%	▲19,987	+5.74%	$7.02Mn
6	Legal & General Group Plc	0000764068	310,317	0.82%	▲25,857	+9.09%	$5.92Mn
7	Morgan Stanley	0000895421	302,643	0.80%	▲8,476	+2.88%	$5.77Mn
8	Qube Research & Technologies Ltd	0001729829	230,205	0.61%	▲126,804	+122.63%	$4.39Mn
9	Sumitomo Mitsui Trust Group, Inc.	0001475365	230,108	0.61%	▲16,723	+7.84%	$4.39Mn
10	Franklin Resources Inc	0000038777	224,978	0.59%	▲72,699	+47.74%	$4.29Mn
11	NOVARE CAPITAL MANAGEMENT LLC	0001388409	219,069	0.58%	▲12,955	+6.29%	$4.18Mn
12	PFG Advisors	0001694435	205,088	0.54%	▲17,399	+9.27%	$3.91Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	194,900	0.51%	▼78,809	-28.79%	$3.72Mn
14	BlackRock, Inc.	0002012383	138,053	0.36%	▼3,283	-2.32%	$2.63Mn
15	Ethos Financial Group, LLC	0001954242	130,999	0.35%	▼7,174	-5.19%	$2.50Mn
16	Plan Group Financial, LLC	0001940033	125,520	0.33%	▲26,718	+27.04%	$2.39Mn
17	Beacon Pointe Advisors, LLC	0001744317	111,853	0.29%	▲72,850	+186.78%	$2.13Mn
18	RIVERBRIDGE PARTNERS LLC	0001112325	110,869	0.29%	▲984	+0.90%	$2.11Mn
19	MARSHALL WACE, LLP	0001318757	110,489	0.29%	▲110,489	0.00%	$2.11Mn
20	Capital Investment Advisory Services, LLC	0001659203	106,974	0.28%	▲1,854	+1.76%	$2.04Mn

Showing 1 to 20 of 134 holders