Fidus Investment Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 929.24 K | $17.72 M | 30.32% | 2.45% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 829.59 K | $15.82 M | 3.13% | 2.19% |
| UBS GROUP AG | 08/13/2026 | 499.62 K | $9.53 M | 18.14% | 1.32% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 416.39 K | $7.94 M | 2.45% | 1.10% |
| MUZINICH & CO., INC. | 07/27/2026 | 368.30 K | $7.02 M | 5.74% | 0.97% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 310.32 K | $5.92 M | 9.09% | 0.82% |
| MORGAN STANLEY | 08/13/2026 | 302.64 K | $5.77 M | 2.88% | 0.80% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 230.21 K | $4.39 M | 122.63% | 0.61% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 230.11 K | $4.39 M | 7.84% | 0.61% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 224.98 K | $4.29 M | 47.74% | 0.59% |
| NOVARE CAPITAL MANAGEMENT LLC | 08/07/2026 | 219.07 K | $4.18 M | 6.29% | 0.58% |
| PFG ADVISORS | 07/16/2026 | 205.09 K | $3.91 M | 9.27% | 0.54% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 194.90 K | $3.72 M | -28.79% | 0.51% |
| BLACKROCK, INC. | 08/07/2026 | 138.05 K | $2.63 M | -2.32% | 0.36% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 131.00 K | $2.50 M | -5.19% | 0.35% |
| PLAN GROUP FINANCIAL, LLC | 08/03/2026 | 125.52 K | $2.39 M | 27.04% | 0.33% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 111.85 K | $2.13 M | 186.78% | 0.29% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 110.87 K | $2.11 M | 0.90% | 0.29% |
| MARSHALL WACE, LLP | 08/13/2026 | 110.49 K | $2.11 M | 100.00% | 0.29% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 106.97 K | $2.04 M | 1.76% | 0.28% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 104.31 K | $1.99 M | 25.90% | 0.27% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 99.29 K | $1.89 M | -15.89% | 0.26% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 90.25 K | $1.72 M | 124.87% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 90.10 K | $1.72 M | -2.68% | 0.24% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 08/12/2026 | 85.99 K | $1.64 M | 7.95% | 0.23% |
| LPL FINANCIAL LLC | 08/07/2026 | 80.35 K | $1.53 M | -47.05% | 0.21% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 72.90 K | $1.39 M | 76.45% | 0.19% |
| CREATIVE PLANNING | 08/13/2026 | 71.86 K | $1.37 M | 131.21% | 0.19% |
| DAVIS INVESTMENT PARTNERS, LLC | 08/07/2026 | 70.77 K | $1.35 M | -0.33% | 0.19% |
| PALOGIC VALUE MANAGEMENT, L.P. | 09/09/2026 | 70.65 K | $1.35 M | -3.05% | 0.19% |
| GREENLAND CAPITAL MANAGEMENT LP | 08/12/2026 | 67.00 K | $1.28 M | 15.52% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 65.30 K | $1.25 M | 79.89% | 0.17% |
| SIGNIFICANT WEALTH PARTNERS LLC | 07/14/2026 | 64.83 K | $1.24 M | 1.86% | 0.17% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 63.81 K | $1.22 M | -15.38% | 0.17% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 60.32 K | $1.15 M | -4.58% | 0.16% |
| ROCKLAND TRUST CO | 07/08/2026 | 55.91 K | $1.07 M | 0.00% | 0.15% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 55.25 K | $1.05 M | -89.81% | 0.15% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 51.78 K | $987.43 K | -7.86% | 0.14% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 51.72 K | $986.21 K | 67.03% | 0.14% |
| CITADEL ADVISORS LLC | 09/02/2026 | 51.35 K | $979.30 K | -49.82% | 0.14% |
| WT WEALTH MANAGEMENT | 07/23/2026 | 51.11 K | $974.73 K | 0.00% | 0.13% |
| HAVEN PRIVATE, LLC | 07/29/2026 | 50.07 K | $954.80 K | 2.91% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 49.90 K | $951.59 K | 100.00% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 47.51 K | $904.00 K | 19.59% | 0.13% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 45.95 K | $876.31 K | -38.92% | 0.12% |
| VARCOV CO. | 08/14/2026 | 45.07 K | $859.43 K | 100.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 39.31 K | $749.70 K | -92.79% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 38.69 K | $737.86 K | 16.84% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 36.29 K | $691.97 K | -3.34% | 0.10% |
| Y-INTERCEPT (HONG KONG) LTD | 07/14/2026 | 35.92 K | $685.01 K | -51.15% | 0.09% |
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Fidus Investment Corp institutional Ownership - FAQ's
During the previous two years, 201 institutional investors and hedge funds held shares of Fidus Investment Corp. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 929,242
RAYMOND JAMES FINANCIAL INC: 829,588
UBS Group AG: 499,624
Baird Financial Group, Inc.: 416,390
Muzinich & Co., Inc.: 368,298
Legal & General Group Plc: 310,317
22.74% of Fidus Investment Corp stock is owned by institutional investors.
Institutional investors have bought a total of 11.00 M shares in the last 24 months. This purchase volume represents approximately $196.56 M in transactions.