Fidus Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 977,123 | $20.54 M | 100.00% | 2.93% |
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 819,011 | $17.22 M | 1.19% | 2.45% |
| INVESCO LTD. | 02/13/2025 | 540,466 | $11.36 M | -10.66% | 1.62% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 303,421 | $6.38 M | 18.81% | 0.91% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 300,799 | $6.32 M | 20.15% | 0.90% |
| COLUMBUS MACRO, LLC | 01/24/2025 | 266,895 | $5.61 M | 100.00% | 0.80% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 219,713 | $4.62 M | -36.70% | 0.66% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 219,527 | $4.62 M | -2.29% | 0.66% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 214,905 | $4.52 M | -32.05% | 0.64% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 206,597 | $4.34 M | -0.75% | 0.62% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 193,707 | $4.07 M | 100.00% | 0.58% |
| NOVARE CAPITAL MANAGEMENT LLC | 01/21/2025 | 189,315 | $3.98 M | -0.09% | 0.57% |
| PFG ADVISORS | 02/07/2025 | 183,047 | $3.85 M | 1.03% | 0.55% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 140,824 | $2.96 M | 26.55% | 0.42% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 123,301 | $2.59 M | 5.86% | 0.37% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 121,210 | $2.55 M | -10.19% | 0.36% |
| GRANITESHARES ADVISORS LLC | 02/04/2025 | 116,719 | $2.45 M | -0.33% | 0.35% |
| UBS GROUP AG | 02/14/2025 | 116,610 | $2.45 M | 69.89% | 0.35% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 96,101 | $2.02 M | 8.74% | 0.29% |
| DAVIS INVESTMENT PARTNERS, LLC | 01/13/2025 | 88,263 | $1.84 M | -2.22% | 0.26% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 87,985 | $1.85 M | 164.51% | 0.26% |
| MGB WEALTH MANAGEMENT, LLC | 01/29/2025 | 87,954 | $1.85 M | 0.00% | 0.26% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 84,027 | $1.77 M | -28.11% | 0.25% |
| MUZINICH & CO., INC. | 02/05/2025 | 82,955 | $1.74 M | 14.20% | 0.25% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 81,320 | $1.71 M | 14.52% | 0.24% |
| TRUEMARK INVESTMENTS, LLC | 02/12/2025 | 77,795 | $1.64 M | 100.00% | 0.23% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 02/03/2025 | 77,177 | $1.62 M | 22.86% | 0.23% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 01/30/2025 | 70,897 | $1.49 M | -5.12% | 0.21% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/23/2025 | 65,631 | $1.38 M | 12.24% | 0.20% |
| PALOGIC VALUE MANAGEMENT, L.P. | 03/12/2025 | 63,822 | $1.34 M | 11.93% | 0.19% |
| IHT WEALTH MANAGEMENT, LLC | 02/14/2025 | 60,357 | $1.27 M | 9.90% | 0.18% |
| ENTERPRISE BANK & TRUST CO | 01/13/2025 | 55,912 | $1.18 M | 0.00% | 0.17% |
| WT WEALTH MANAGEMENT | 02/05/2025 | 55,439 | $1.17 M | -3.82% | 0.17% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/10/2025 | 48,773 | $1.03 M | -2.09% | 0.15% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 47,820 | $1.01 M | 2.71% | 0.14% |
| CREDIT AGRICOLE S A | 02/14/2025 | 47,649 | $1.00 M | 120.61% | 0.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 44,422 | $933,750 | 27.42% | 0.13% |
| VIRTUS ETF ADVISERS LLC | 02/14/2025 | 40,163 | $844,226 | 7.55% | 0.12% |
| HRT FINANCIAL LP | 02/14/2025 | 39,848 | $837,000 | 286.57% | 0.12% |
| GREENLAND CAPITAL MANAGEMENT LP | 02/13/2025 | 37,500 | $788,250 | 150.00% | 0.11% |
| DAVENPORT & CO LLC | 01/24/2025 | 36,237 | $761,702 | 0.00% | 0.11% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/12/2025 | 35,314 | $742,318 | -3.67% | 0.11% |
| RIVERBRIDGE PARTNERS LLC | 01/17/2025 | 34,071 | $716,172 | 100.00% | 0.10% |
| HEXAGON CAPITAL PARTNERS LLC | 02/07/2025 | 32,059 | $673,880 | 0.86% | 0.10% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 31,383 | $659,685 | 16.67% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 29,079 | $611,000 | 0.13% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 26,331 | $553,000 | -2.07% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 26,090 | $548,411 | 3,378.67% | 0.08% |
| NATIXIS | 02/13/2025 | 25,997 | $543,727 | 0.05% | 0.08% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 24,633 | $517,785 | 1.86% | 0.07% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Fidus Investment Corporation institutional Ownership - FAQ's
During the previous two years, 149 institutional investors and hedge funds held shares of Fidus Investment Corporation. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 977,123
VAN ECK ASSOCIATES CORP: 819,011
Invesco Ltd.: 540,466
Cetera Investment Advisers: 303,421
ENVESTNET ASSET MANAGEMENT INC: 300,799
Columbus Macro, LLC: 266,895
23.87% of Fidus Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 10.05 M shares in the last 24 months. This purchase volume represents approximately $211.68 M in transactions.