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 $157.07M in FDUS holdings during the latest filing period.
Van Eck Associates Corp is currently the largest disclosed institutional shareholder of FDUS tracked by InsiderSet, reporting ownership valued at approximately $17.72M in its June 30, 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 $17.99M, representing an estimated gain of +1.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed FDUS value among the investors covered in this analysis. Major shareholders include Van Eck Associates Corp, Raymond James Financial Inc, Ubs Group Ag, 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
128
Total Reported Value
$157.07M
Largest Holder
Van Eck Associates Corp
Largest Position
$17.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Van Eck Associates Corp | 0.01% | 929,242 | $17,720,645 | $17,990,125 | +$269,480 | +1.52% | |
| Raymond James Financial Inc | 0.00% | 829,588 | $15,820,246 | $16,060,824 | +$240,578 | +1.52% | |
| Ubs Group Ag | 0.00% | 499,624 | $9,527,830 | $9,672,721 | +$144,891 | +1.52% | |
| Baird Financial Group, Inc. | 0.01% | 416,390 | $7,940,562 | $8,061,310 | +$120,748 | +1.52% | |
| Muzinich & Co., Inc. | 2.40% | 368,298 | $7,023,443 | $7,130,249 | +$106,806 | +1.52% | |
| Legal & General Group Plc | 0.00% | 310,317 | $5,920,849 | $6,007,737 | +$86,888 | +1.47% | |
| Morgan Stanley | 0.00% | 302,643 | $5,771,402 | $5,859,168 | +$87,766 | +1.52% | |
| Qube Research & Technologies Ltd | 0.00% | 230,205 | $4,390,009 | $4,456,769 | +$66,760 | +1.52% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 230,108 | $4,388,160 | $4,454,891 | +$66,731 | +1.52% | |
| Novare Capital Management Llc | 0.30% | 219,069 | $4,177,646 | $4,241,176 | +$63,530 | +1.52% | |
| Pfg Advisors | 0.20% | 205,088 | $3,911,031 | $3,970,504 | +$59,473 | +1.52% | |
| Two Sigma Investments, Lp | 0.00% | 194,900 | $3,716,743 | $3,773,264 | +$56,521 | +1.52% | |
| Advisors Asset Management, Inc. | 0.05% | 193,372 | $3,476,829 | $3,743,682 | +$266,853 | +7.68% | |
| Blackrock, Inc. | 0.00% | 138,053 | $2,632,671 | $2,672,706 | +$40,035 | +1.52% | |
| Ethos Financial Group, Llc | 0.17% | 130,999 | $2,498,151 | $2,536,141 | +$37,990 | +1.52% | |
| Plan Group Financial, Llc | 0.50% | 125,520 | $2,393,667 | $2,430,067 | +$36,400 | +1.52% | |
| Beacon Pointe Advisors, Llc | 0.01% | 111,853 | $2,133,030 | $2,165,474 | +$32,444 | +1.52% | |
| Riverbridge Partners Llc | 0.06% | 110,869 | $2,114,273 | $2,146,424 | +$32,151 | +1.52% | |
| Marshall Wace, Llp | 0.00% | 110,489 | $2,107,024 | $2,139,067 | +$32,043 | +1.52% | |
| Capital Investment Advisory Services, Llc | 0.13% | 106,974 | $2,039,989 | $2,071,017 | +$31,028 | +1.52% | |
| Iht Wealth Management, Llc | 0.04% | 104,311 | $1,989,226 | $2,019,461 | +$30,235 | +1.52% | |
| Schonfeld Strategic Advisors Llc | 0.01% | 90,246 | $1,720,990 | $1,747,163 | +$26,173 | +1.52% | |
| Legacy Capital Wealth Partners, Llc | 0.31% | 85,990 | $1,639,829 | $1,664,766 | +$24,937 | +1.52% | |
| Lpl Financial Llc | 0.00% | 80,352 | $1,532,314 | $1,555,615 | +$23,301 | +1.52% | |
| Sound Income Strategies, Llc | 0.06% | 72,904 | $1,390,270 | $1,411,421 | +$21,151 | +1.52% | |
| Davis Investment Partners, Llc | 0.41% | 70,771 | $1,349,594 | $1,370,127 | +$20,533 | +1.52% | |
| Palogic Value Management, L.P. | 0.48% | 70,647 | $1,347,238 | $1,367,726 | +$20,488 | +1.52% | |
| Greenland Capital Management Lp | 0.24% | 67,000 | $1,277,690 | $1,297,120 | +$19,430 | +1.52% | |
| Significant Wealth Partners Llc | 1.34% | 64,831 | $1,236,327 | $1,255,128 | +$18,801 | +1.52% | |
| D.A. Davidson & Co. | 0.01% | 63,813 | $1,216,932 | $1,235,420 | +$18,488 | +1.52% | |
| Newedge Advisors, Llc | 0.00% | 60,317 | $1,150,249 | $1,167,737 | +$17,488 | +1.52% | |
| Rockland Trust Co | 0.04% | 55,912 | $1,066,242 | $1,082,456 | +$16,214 | +1.52% | |
| Cetera Investment Advisers | 0.00% | 55,251 | $1,053,640 | $1,069,659 | +$16,019 | +1.52% | |
| Trexquant Investment Lp | 0.01% | 51,779 | $987,426 | $1,002,441 | +$15,015 | +1.52% | |
| Independent Financial Group, Llc | 0.02% | 51,715 | $986,205 | $1,001,202 | +$14,997 | +1.52% | |
| Citadel Advisors Llc | 0.00% | 51,353 | $979,302 | $994,194 | +$14,892 | +1.52% | |
| Wt Wealth Management | 0.27% | 51,113 | $974,725 | $989,548 | +$14,823 | +1.52% | |
| Haven Private, Llc | 0.36% | 50,068 | $954,797 | $969,316 | +$14,519 | +1.52% | |
| Canada Life Assurance Co | 0.00% | 47,506 | $904,000 | $919,716 | +$15,716 | +1.74% | |
| D. E. Shaw & Co., Inc. | 0.00% | 45,952 | $876,305 | $889,631 | +$13,326 | +1.52% | |
| Varcov Co. | 0.33% | 45,067 | $859,428 | $872,497 | +$13,069 | +1.52% | |
| Envestnet Asset Management Inc | 0.00% | 39,313 | $749,702 | $761,100 | +$11,398 | +1.52% | |
| Bank Of America Corp | 0.00% | 38,692 | $737,857 | $749,077 | +$11,220 | +1.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,286 | $691,968 | $702,497 | +$10,529 | +1.52% | |
| Y-Intercept (Hong Kong) Ltd | 0.01% | 35,921 | $685,013 | $695,431 | +$10,418 | +1.52% | |
| Campbell & Co Investment Adviser Llc | 0.03% | 33,855 | $645,615 | $655,433 | +$9,818 | +1.52% | |
| Vestgen Advisors, Llc | 0.02% | 33,415 | $637,224 | $646,914 | +$9,690 | +1.52% | |
| Adams Asset Advisors, Llc | 0.07% | 32,919 | $627,765 | $637,312 | +$9,547 | +1.52% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 31,042 | $591,971 | $600,973 | +$9,002 | +1.52% | |
| Cornerstone Wealth Management, Llc | 0.02% | 29,862 | $569,461 | $578,128 | +$8,667 | +1.52% |
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.