Fidus Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 903.44 K | $18.30 M | 6.66% | 2.57% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 775.57 K | $15.71 M | -4.69% | 2.21% |
| INVESCO LTD. | 11/13/2025 | 497.92 K | $10.09 M | 11.47% | 1.42% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 451.94 K | $9.16 M | 22.03% | 1.29% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 439.92 K | $8.91 M | 22.40% | 1.25% |
| COLUMBUS MACRO, LLC | 10/16/2025 | 401.46 K | $8.13 M | 24.47% | 1.14% |
| UBS GROUP AG | 11/13/2025 | 375.74 K | $7.61 M | 25.92% | 1.07% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 356.30 K | $7.22 M | 13.83% | 1.01% |
| BLACKROCK, INC. | 11/12/2025 | 248.63 K | $5.04 M | 28.72% | 0.71% |
| MUZINICH & CO., INC. | 10/20/2025 | 247.44 K | $5.01 M | 30.08% | 0.70% |
| MORGAN STANLEY | 11/14/2025 | 247.09 K | $5.01 M | -7.61% | 0.70% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 220.65 K | $4.47 M | -23.35% | 0.63% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 212.80 K | $4.31 M | -6.88% | 0.61% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 209.24 K | $4.24 M | 37.24% | 0.60% |
| NOVARE CAPITAL MANAGEMENT LLC | 11/03/2025 | 199.84 K | $4.05 M | 5.03% | 0.57% |
| PFG ADVISORS | 11/13/2025 | 179.32 K | $3.63 M | -4.87% | 0.51% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 165.78 K | $3.36 M | -0.74% | 0.47% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 155.75 K | $3.16 M | 34.42% | 0.44% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 151.29 K | $3.07 M | -2.15% | 0.43% |
| GRANITESHARES ADVISORS LLC | 10/21/2025 | 145.33 K | $2.94 M | 9.66% | 0.41% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 142.86 K | $2.89 M | 4.00% | 0.41% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 96.21 K | $1.95 M | -74.72% | 0.27% |
| LPL FINANCIAL LLC | 11/12/2025 | 93.71 K | $1.90 M | 12.91% | 0.27% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 93.03 K | $1.88 M | 2.38% | 0.26% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 11/05/2025 | 92.08 K | $1.87 M | 8.94% | 0.26% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 88.10 K | $1.78 M | -3.30% | 0.25% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 10/29/2025 | 85.03 K | $1.72 M | 9.55% | 0.24% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 83.21 K | $1.69 M | 28.16% | 0.24% |
| MGB WEALTH MANAGEMENT, LLC | 11/12/2025 | 82.12 K | $1.66 M | -8.53% | 0.23% |
| DAVIS INVESTMENT PARTNERS, LLC | 10/20/2025 | 77.13 K | $1.57 M | 0.04% | 0.22% |
| PALOGIC VALUE MANAGEMENT, L.P. | 11/14/2025 | 72.67 K | $1.47 M | 5.17% | 0.21% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 72.06 K | $1.46 M | -21.74% | 0.21% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2025 | 71.68 K | $1.45 M | 3.02% | 0.20% |
| PLAN GROUP FINANCIAL, LLC | 10/27/2025 | 68.71 K | $1.39 M | 38.08% | 0.20% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 11/13/2025 | 65.45 K | $1.33 M | -0.89% | 0.19% |
| MARSHALL WACE, LLP | 11/13/2025 | 64.93 K | $1.32 M | 100.00% | 0.18% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 58.48 K | $1.18 M | 50.04% | 0.17% |
| Y-INTERCEPT (HONG KONG) LTD | 10/31/2025 | 58.25 K | $1.18 M | -6.60% | 0.17% |
| ROCKLAND TRUST CO | 11/06/2025 | 55.91 K | $1.13 M | 100.00% | 0.16% |
| GREENLAND CAPITAL MANAGEMENT LP | 11/10/2025 | 55.00 K | $1.11 M | 3.40% | 0.16% |
| WT WEALTH MANAGEMENT | 10/22/2025 | 51.11 K | $1.04 M | -1.43% | 0.15% |
| CREDIT AGRICOLE S A | 11/14/2025 | 50.40 K | $1.02 M | 100.00% | 0.14% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 50.15 K | $1.02 M | -34.47% | 0.14% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 44.87 K | $909.11 K | -1.82% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 43.71 K | $884.00 K | 32.08% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 41.98 K | $850.47 K | -4.63% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 39.95 K | $809.00 K | 13.73% | 0.11% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 39.84 K | $807.24 K | -3.42% | 0.11% |
| DAVENPORT & CO LLC | 10/15/2025 | 35.89 K | $727.07 K | -0.97% | 0.10% |
| CAPROCK GROUP, LLC | 11/06/2025 | 32.67 K | $703.28 K | 100.00% | 0.09% |
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Fidus Investment Corporation institutional Ownership - FAQ's
During the previous two years, 176 institutional investors and hedge funds held shares of Fidus Investment Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 903,443
RAYMOND JAMES FINANCIAL INC: 775,573
Invesco Ltd.: 497,921
Cetera Investment Advisers: 451,936
ENVESTNET ASSET MANAGEMENT INC: 439,915
Columbus Macro, LLC: 401,460
27.21% of Fidus Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 11.76 M shares in the last 24 months. This purchase volume represents approximately $239.55 M in transactions.