Fidus Investment Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 804.39 K | $14.01 M | 9.29% | 2.18% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 713.06 K | $12.42 M | -16.27% | 1.93% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 545.50 K | $9.50 M | 4.84% | 1.48% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 542.32 K | $9.45 M | 3.56% | 1.47% |
| COLUMBUS MACRO, LLC | 04/21/2026 | 505.57 K | $8.81 M | 4.07% | 1.42% |
| UBS GROUP AG | 05/05/2026 | 422.89 K | $7.37 M | -3.88% | 1.14% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 406.43 K | $7.08 M | 5.40% | 1.10% |
| MUZINICH & CO., INC. | 04/24/2026 | 348.31 K | $6.07 M | 0.34% | 0.94% |
| MORGAN STANLEY | 05/15/2026 | 294.17 K | $5.12 M | 17.89% | 0.80% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 284.46 K | $4.96 M | 12.68% | 0.77% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 273.71 K | $4.77 M | -28.42% | 0.74% |
| NOVARE CAPITAL MANAGEMENT LLC | 04/17/2026 | 206.11 K | $3.59 M | 0.60% | 0.58% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 213.39 K | $3.72 M | 0.00% | 0.58% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 204.39 K | $3.56 M | -17.45% | 0.55% |
| PFG ADVISORS | 05/05/2026 | 187.69 K | $3.27 M | 2.01% | 0.51% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 152.28 K | $2.65 M | -17.31% | 0.41% |
| LPL FINANCIAL LLC | 05/06/2026 | 151.75 K | $2.64 M | 58.41% | 0.41% |
| BLACKROCK, INC. | 05/13/2026 | 141.34 K | $2.46 M | -42.16% | 0.38% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 138.17 K | $2.67 M | 0.00% | 0.37% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 118.05 K | $2.06 M | 4.73% | 0.32% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 109.89 K | $1.91 M | 8.18% | 0.31% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 105.12 K | $1.83 M | 4.93% | 0.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 103.40 K | $1.80 M | 43.45% | 0.28% |
| PLAN GROUP FINANCIAL, LLC | 04/13/2026 | 98.80 K | $1.72 M | 23.98% | 0.28% |
| CITADEL ADVISORS LLC | 05/15/2026 | 102.33 K | $1.78 M | 100.00% | 0.28% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 92.58 K | $1.61 M | -0.68% | 0.25% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 82.86 K | $1.44 M | 11.06% | 0.22% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 05/15/2026 | 79.65 K | $1.39 M | 9.23% | 0.22% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 76.32 K | $1.33 M | 607.08% | 0.21% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 75.41 K | $1.31 M | -7.89% | 0.20% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 75.24 K | $1.31 M | 201.66% | 0.20% |
| DAVIS INVESTMENT PARTNERS, LLC | 04/20/2026 | 71.01 K | $1.24 M | -7.43% | 0.20% |
| Y-INTERCEPT (HONG KONG) LTD | 04/27/2026 | 73.53 K | $1.28 M | 77.11% | 0.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 73.45 K | $1.28 M | -33.08% | 0.20% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/15/2026 | 72.87 K | $1.27 M | -1.52% | 0.20% |
| SIGNIFICANT WEALTH PARTNERS LLC | 04/08/2026 | 63.65 K | $1.11 M | 100.00% | 0.18% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 65.82 K | $1.15 M | -4.37% | 0.18% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 63.21 K | $1.10 M | -13.40% | 0.17% |
| ROCKLAND TRUST CO | 04/16/2026 | 55.91 K | $973.99 K | 0.00% | 0.16% |
| GREENLAND CAPITAL MANAGEMENT LP | 05/15/2026 | 58.00 K | $1.01 M | -10.77% | 0.16% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 56.20 K | $978.92 K | 100.00% | 0.15% |
| WT WEALTH MANAGEMENT | 04/21/2026 | 51.11 K | $890.39 K | 0.00% | 0.14% |
| HAVEN PRIVATE, LLC | 05/05/2026 | 48.65 K | $847.48 K | 44.55% | 0.13% |
| QUANTBOT TECHNOLOGIES LP | 05/13/2026 | 43.80 K | $763.03 K | 152.42% | 0.12% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 41.32 K | $714.78 K | 8.46% | 0.11% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 40.13 K | $699.10 K | -3.71% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 39.72 K | $696.00 K | -13.30% | 0.11% |
| MAGNETAR FINANCIAL LLC | 05/13/2026 | 39.39 K | $686.17 K | 100.00% | 0.11% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 39.00 K | $679.43 K | 29.46% | 0.11% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 38.36 K | $668.27 K | 110.85% | 0.10% |
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Fidus Investment Corp institutional Ownership - FAQ's
During the previous two years, 205 institutional investors and hedge funds held shares of Fidus Investment Corp. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 804,392
VAN ECK ASSOCIATES CORP: 713,062
ENVESTNET ASSET MANAGEMENT INC: 545,499
Cetera Investment Advisers: 542,315
Columbus Macro, LLC: 505,567
UBS Group AG: 422,892
26.76% of Fidus Investment Corp stock is owned by institutional investors.
Institutional investors have bought a total of 12.22 M shares in the last 24 months. This purchase volume represents approximately $218.28 M in transactions.