FIDUS INVESTMENT Corp (FDUS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

35,440,741Shares Outstanding

453,229Shares held by institutions

$8,380,204Value of institutional holdings

25.55%Institutional ownership %

18.26%Shares Changed QoQ

140No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 140 institutions have reported a stake in FIDUS INVESTMENT Corp (NASDAQ:FDUS) as of December 2025, according to recent 13F filings with the SEC.

The collective stake of institutional investors in Fidus Investment moved to 25.6% in December 2025, a shift down from the 27.0% reported for September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 18.26%, with a year-over-year an increase of 25.00% in the count of filers.
During the quarter, 78 institutions bought more Fidus Investment shares, 30 sold shares, and 32 of the 140 total investors held their position steady.
The aggregate institutional position in Fidus Investment now stands at 9.06Mn shares as of December 2025, after investors increased their holdings (up by 1.40Mn shares quarter on quarter which is up 1.22Mn shares year over year).
VAN ECK ASSOCIATES CORP's holding of 851.64K shares as of December 31, 2025 makes it the primary institutional investor in Fidus Investment, owning 2.40% of the stock.
Among the most significant buyers of Fidus Investment during December 2025 were MILLENNIUM MANAGEMENT LLC (247.58K), TWO SIGMA INVESTMENTS, LP (161.74K), JANE STREET GROUP, LLC (109.76K), Muzinich & Co., Inc. (99.67K), Columbus Macro, LLC (84.32K).
Leading sellers of Fidus Investment stock in December 2025 included D.A. DAVIDSON & CO. (73.88K), VAN ECK ASSOCIATES CORP (51.81K), NATIXIS (25.49K), TWO SIGMA ADVISERS, LP (24.20K), MGB Wealth Management, LLC (20.33K).
The top 10 institutional holders of Fidus Investment for the quarter ending December 2025 included VAN ECK ASSOCIATES CORP (851.64K), Cetera Investment Advisers (523.66K), ENVESTNET ASSET MANAGEMENT INC (520.33K), Columbus Macro, LLC (485.78K), UBS Group AG (439.94K), Baird Financial Group, Inc. (385.60K), TWO SIGMA INVESTMENTS, LP (382.39K), Muzinich & Co., Inc. (347.11K), Legal & General Group Plc (252.44K), MORGAN STANLEY (249.52K).

140 Institutional Holders

453,229 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VAN ECK ASSOCIATES CORP	31 Dec, 2025	851,637	-51,806	-5.73%	$16,437.00
Cetera Investment Advisers	31 Dec, 2025	523,659	71,723	15.87%	$10,106,607.00
ENVESTNET ASSET MANAGEMENT INC	31 Dec, 2025	520,330	80,415	18.28%	$10,042,377.00
Columbus Macro, LLC	31 Dec, 2025	485,780	84,320	21.00%	$9,375,548.00
UBS Group AG	31 Dec, 2025	439,945	64,209	17.09%	$8,490,939.00
Baird Financial Group, Inc.	31 Dec, 2025	385,598	29,298	8.22%	$7,442,041.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	382,391	161,739	73.30%	$7,380,146.00
Muzinich & Co., Inc.	31 Dec, 2025	347,114	99,671	40.28%	$6,699,301.00
Legal & General Group Plc	31 Dec, 2025	252,442	39,644	18.63%	$4,868,345.00
MORGAN STANLEY	31 Dec, 2025	249,524	2,433	0.98%	$4,815,822.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	247,580	247,580	0.00%	$4,778,294.00
BlackRock, Inc.	31 Dec, 2025	244,357	-4,268	-1.72%	$4,716,090.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	213,385	4,144	1.98%	$4,118,331.00
NOVARE CAPITAL MANAGEMENT LLC	31 Dec, 2025	204,889	5,050	2.53%	$3,954,358.00
FRANKLIN RESOURCES INC	31 Dec, 2025	184,152	18,368	11.08%	$3,554,134.00
PFG Advisors	31 Dec, 2025	183,987	4,672	2.61%	$3,550,952.00
Ethos Financial Group, LLC	31 Dec, 2025	138,173	-4,691	-3.28%	$2,666,739.00
JANE STREET GROUP, LLC	31 Dec, 2025	109,758	109,758	0.00%	$2,118,330.00
RIVERBRIDGE PARTNERS LLC	31 Dec, 2025	101,578	43,098	73.70%	$1,960,450.00
Capital Investment Advisory Services, LLC	31 Dec, 2025	100,180	8,098	8.79%	$1,933,482.00

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