FIDUS INVESTMENT CORP (FDUS) Institutional Shareholders
FIDUS INVESTMENT CORP (FDUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $152.51M in FDUS holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of FDUS tracked by InsiderSet, reporting ownership valued at approximately $14.01M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.23M, representing an estimated gain of +15.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed FDUS value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Envestnet Asset Management Inc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in FIDUS INVESTMENT CORP (FDUS).
This page ranks the largest institutional FDUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
138
Total Reported Value
$152.51M
Largest Holder
Raymond James Financial Inc
Largest Position
$14.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
170
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 804,392 | $14,012,516 | $16,232,631 | +$2,220,115 | +15.84% | |
| Envestnet Asset Management Inc | 0.00% | 545,499 | $9,502,588 | $11,008,170 | +$1,505,582 | +15.84% | |
| Cetera Investment Advisers | 0.01% | 542,315 | $9,447,123 | $10,943,917 | +$1,496,794 | +15.84% | |
| Ubs Group Ag | 0.00% | 422,892 | $7,366,779 | $8,533,961 | +$1,167,182 | +15.84% | |
| Baird Financial Group, Inc. | 0.01% | 406,426 | $7,079,951 | $8,201,677 | +$1,121,726 | +15.84% | |
| Muzinich & Co., Inc. | 2.40% | 368,298 | $7,023,443 | $7,432,254 | +$408,811 | +5.82% | |
| Morgan Stanley | 0.00% | 294,167 | $5,124,402 | $5,936,290 | +$811,888 | +15.84% | |
| Legal & General Group Plc | 0.00% | 284,460 | $4,960,982 | $5,740,403 | +$779,421 | +15.71% | |
| Two Sigma Investments, Lp | 0.00% | 273,709 | $4,768,011 | $5,523,448 | +$755,437 | +15.84% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 230,108 | $4,388,160 | $4,643,579 | +$255,419 | +5.82% | |
| Pfg Advisors | 0.20% | 205,088 | $3,911,031 | $4,138,676 | +$227,645 | +5.82% | |
| Novare Capital Management Llc | 0.28% | 206,114 | $3,590,506 | $4,159,381 | +$568,875 | +15.84% | |
| Millennium Management Llc | 0.00% | 204,386 | $3,560,404 | $4,124,509 | +$564,105 | +15.84% | |
| Ethos Financial Group, Llc | 0.19% | 138,173 | $2,666,739 | $2,788,331 | +$121,592 | +4.56% | |
| Franklin Resources Inc | 0.00% | 152,279 | $2,652,700 | $3,072,990 | +$420,290 | +15.84% | |
| Lpl Financial Llc | 0.00% | 151,746 | $2,643,417 | $3,062,234 | +$418,817 | +15.84% | |
| Blackrock, Inc. | 0.00% | 141,336 | $2,462,073 | $2,852,160 | +$390,087 | +15.84% | |
| Riverbridge Partners Llc | 0.06% | 110,869 | $2,114,273 | $2,237,336 | +$123,063 | +5.82% | |
| Advisors Asset Management, Inc. | 0.03% | 118,052 | $2,056,466 | $2,382,289 | +$325,823 | +15.84% | |
| Capital Investment Advisory Services, Llc | 0.13% | 106,974 | $2,039,989 | $2,158,735 | +$118,746 | +5.82% | |
| Qube Research & Technologies Ltd | 0.00% | 103,401 | $1,801,245 | $2,086,632 | +$285,387 | +15.84% | |
| Citadel Advisors Llc | 0.00% | 102,332 | $1,782,624 | $2,065,060 | +$282,436 | +15.84% | |
| Plan Group Financial, Llc | 0.40% | 98,802 | $1,721,129 | $1,993,824 | +$272,695 | +15.84% | |
| Hightower Advisors, Llc | 0.00% | 92,582 | $1,612,780 | $1,868,305 | +$255,525 | +15.84% | |
| Iht Wealth Management, Llc | 0.03% | 82,855 | $1,443,335 | $1,672,014 | +$228,679 | +15.84% | |
| Sound Income Strategies, Llc | 0.06% | 72,904 | $1,390,270 | $1,471,203 | +$80,933 | +5.82% | |
| Legacy Capital Wealth Partners, Llc | 0.29% | 79,654 | $1,387,566 | $1,607,418 | +$219,852 | +15.84% | |
| Tudor Investment Corp Et Al | 0.01% | 76,315 | $1,329,407 | $1,540,037 | +$210,630 | +15.84% | |
| D. E. Shaw & Co., Inc. | 0.00% | 75,236 | $1,310,611 | $1,518,262 | +$207,651 | +15.84% | |
| Jane Street Group, Llc | 0.00% | 73,454 | $1,279,569 | $1,482,302 | +$202,733 | +15.84% | |
| Palogic Value Management, L.P. | 0.56% | 72,868 | $1,269,361 | $1,470,476 | +$201,115 | +15.84% | |
| Davis Investment Partners, Llc | 0.44% | 71,007 | $1,236,940 | $1,432,921 | +$195,981 | +15.84% | |
| Significant Wealth Partners Llc | 1.34% | 64,831 | $1,236,327 | $1,308,290 | +$71,963 | +5.82% | |
| D.A. Davidson & Co. | 0.01% | 63,813 | $1,216,932 | $1,287,746 | +$70,814 | +5.82% | |
| Ameriprise Financial Inc | 0.00% | 65,824 | $1,146,661 | $1,328,328 | +$181,667 | +15.84% | |
| Rockland Trust Co | 0.04% | 55,912 | $1,066,242 | $1,128,304 | +$62,062 | +5.82% | |
| Greenland Capital Management Lp | 0.20% | 58,000 | $1,010,360 | $1,170,440 | +$160,080 | +15.84% | |
| Independent Financial Group, Llc | 0.02% | 51,715 | $986,205 | $1,043,609 | +$57,404 | +5.82% | |
| Trexquant Investment Lp | 0.01% | 56,195 | $978,917 | $1,134,015 | +$155,098 | +15.84% | |
| Wt Wealth Management | 0.27% | 51,113 | $974,725 | $1,031,460 | +$56,735 | +5.82% | |
| Haven Private, Llc | 0.36% | 50,068 | $954,797 | $1,010,372 | +$55,575 | +5.82% | |
| Quantbot Technologies Lp | 0.03% | 43,802 | $763,031 | $883,924 | +$120,893 | +15.84% | |
| Schonfeld Strategic Advisors Llc | 0.01% | 40,132 | $699,098 | $809,864 | +$110,766 | +15.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,286 | $691,968 | $732,251 | +$40,283 | +5.82% | |
| Magnetar Financial Llc | 0.01% | 39,390 | $686,173 | $794,890 | +$108,717 | +15.84% | |
| Y-Intercept (Hong Kong) Ltd | 0.01% | 35,921 | $685,013 | $724,886 | +$39,873 | +5.82% | |
| Beacon Pointe Advisors, Llc | 0.00% | 39,003 | $679,433 | $787,081 | +$107,648 | +15.84% | |
| Brevan Howard Capital Management Lp | 0.01% | 38,362 | $668,266 | $774,145 | +$105,879 | +15.84% | |
| Campbell & Co Investment Adviser Llc | 0.04% | 36,103 | $628,914 | $728,559 | +$99,645 | +15.84% | |
| Adams Asset Advisors, Llc | 0.07% | 32,919 | $627,765 | $664,305 | +$36,540 | +5.82% |
Frequently asked questions about FDUS
Who owns the most FDUS stock?
The largest holders of FDUS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDUS INVESTMENT CORP (FDUS).
Is FDUS widely held by superinvestors?
Many widely followed stocks like FDUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDUS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.