Fidus Investment Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 851.64 K | $16.44 M | -5.73% | 2.38% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 736.03 K | $14.21 M | -5.10% | 2.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 523.66 K | $10.11 M | 15.87% | 1.47% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 520.33 K | $10.04 M | 18.28% | 1.46% |
| COLUMBUS MACRO, LLC | 01/15/2026 | 485.78 K | $9.38 M | 21.00% | 1.36% |
| UBS GROUP AG | 01/29/2026 | 439.95 K | $8.49 M | 17.09% | 1.23% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 385.60 K | $7.44 M | 8.22% | 1.08% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 382.39 K | $7.38 M | 73.30% | 1.07% |
| MUZINICH & CO., INC. | 01/21/2026 | 347.11 K | $6.70 M | 40.28% | 0.97% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 252.44 K | $4.87 M | 18.63% | 0.71% |
| MORGAN STANLEY | 02/13/2026 | 249.52 K | $4.82 M | 0.98% | 0.70% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 247.58 K | $4.78 M | 100.00% | 0.69% |
| BLACKROCK, INC. | 02/12/2026 | 244.36 K | $4.72 M | -1.72% | 0.68% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 213.39 K | $4.12 M | 1.98% | 0.60% |
| NOVARE CAPITAL MANAGEMENT LLC | 02/05/2026 | 204.89 K | $3.95 M | 2.53% | 0.57% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 184.15 K | $3.55 M | 11.08% | 0.52% |
| PFG ADVISORS | 01/27/2026 | 183.99 K | $3.55 M | 2.61% | 0.52% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 138.17 K | $2.67 M | -3.28% | 0.39% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 112.72 K | $2.18 M | -25.49% | 0.32% |
| JANE STREET GROUP, LLC | 02/12/2026 | 109.76 K | $2.12 M | 100.00% | 0.31% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 101.58 K | $1.96 M | 73.70% | 0.28% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 100.18 K | $1.93 M | 8.79% | 0.28% |
| LPL FINANCIAL LLC | 02/11/2026 | 95.80 K | $1.85 M | 2.23% | 0.27% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 93.22 K | $1.80 M | 0.20% | 0.26% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 81.87 K | $1.58 M | -47.44% | 0.23% |
| PLAN GROUP FINANCIAL, LLC | 02/03/2026 | 79.69 K | $1.54 M | 15.97% | 0.22% |
| DAVIS INVESTMENT PARTNERS, LLC | 01/06/2026 | 76.70 K | $1.50 M | -0.56% | 0.21% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 74.61 K | $1.44 M | 4.08% | 0.21% |
| PALOGIC VALUE MANAGEMENT, L.P. | 02/17/2026 | 73.99 K | $1.43 M | 1.82% | 0.21% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 73.00 K | $1.41 M | -17.15% | 0.20% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 01/16/2026 | 72.92 K | $1.41 M | 11.42% | 0.20% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 72.08 K | $1.39 M | -13.38% | 0.20% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 72.01 K | $1.39 M | -25.15% | 0.20% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 01/21/2026 | 70.55 K | $1.36 M | -17.04% | 0.20% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 68.83 K | $1.33 M | -4.48% | 0.19% |
| GREENLAND CAPITAL MANAGEMENT LP | 02/17/2026 | 65.00 K | $1.25 M | 18.18% | 0.18% |
| MGB WEALTH MANAGEMENT, LLC | 02/17/2026 | 61.79 K | $1.19 M | -24.75% | 0.17% |
| ROCKLAND TRUST CO | 01/15/2026 | 55.91 K | $1.08 M | 0.00% | 0.16% |
| WT WEALTH MANAGEMENT | 02/02/2026 | 51.11 K | $986.48 K | 0.00% | 0.14% |
| CREDIT AGRICOLE S A | 02/17/2026 | 50.40 K | $972.74 K | 0.00% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 45.81 K | $883.00 K | 4.82% | 0.13% |
| MQS MANAGEMENT LLC | 02/09/2026 | 44.14 K | $851.96 K | 100.00% | 0.12% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 43.88 K | $846.87 K | -2.21% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 43.60 K | $841.55 K | 9.16% | 0.12% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 41.68 K | $804.40 K | 100.00% | 0.12% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 41.52 K | $801.30 K | -28.72% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 38.83 K | $749.44 K | -7.50% | 0.11% |
| 02/11/2026 | 38.83 K | $749.44 K | 100.00% | 0.11% | |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 38.10 K | $758.48 K | 2,036.62% | 0.11% |
| DAVENPORT & CO LLC | 01/12/2026 | 35.89 K | $692.62 K | 0.00% | 0.10% |
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Fidus Investment Corp institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of Fidus Investment Corp. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 545,499
Columbus Macro, LLC: 505,567
Muzinich & Co., Inc.: 348,311
Sumitomo Mitsui Trust Holdings, Inc.: 213,385
NOVARE CAPITAL MANAGEMENT LLC: 206,114
RIVERBRIDGE PARTNERS LLC: 109,885
28.15% of Fidus Investment Corp stock is owned by institutional investors.
Institutional investors have bought a total of 12.74 M shares in the last 24 months. This purchase volume represents approximately $227.71 M in transactions.