FIDUS INVESTMENT CORP (FDUS) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $157.10M 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 $14.50M, representing an estimated gain of +3.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
140
Total Reported Value
$157.10M
Largest Holder
Raymond James Financial Inc
Largest Position
$14.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
167
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 | $14,503,188 | +$490,672 | +3.50% | |
| Envestnet Asset Management Inc | 0.00% | 545,499 | $9,502,588 | $9,835,347 | +$332,759 | +3.50% | |
| Cetera Investment Advisers | 0.01% | 542,315 | $9,447,123 | $9,777,939 | +$330,816 | +3.50% | |
| Columbus Macro, Llc | 0.94% | 505,567 | $8,806,969 | $9,115,373 | +$308,404 | +3.50% | |
| Ubs Group Ag | 0.00% | 422,892 | $7,366,779 | $7,624,743 | +$257,964 | +3.50% | |
| Baird Financial Group, Inc. | 0.01% | 406,426 | $7,079,951 | $7,327,861 | +$247,910 | +3.50% | |
| Muzinich & Co., Inc. | 2.12% | 348,311 | $6,067,578 | $6,280,047 | +$212,469 | +3.50% | |
| Morgan Stanley | 0.00% | 294,167 | $5,124,402 | $5,303,831 | +$179,429 | +3.50% | |
| Legal & General Group Plc | 0.00% | 284,460 | $4,960,982 | $5,128,814 | +$167,832 | +3.38% | |
| Two Sigma Investments, Lp | 0.00% | 273,709 | $4,768,011 | $4,934,973 | +$166,962 | +3.50% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 213,385 | $3,717,167 | $3,847,332 | +$130,165 | +3.50% | |
| Novare Capital Management Llc | 0.28% | 206,114 | $3,590,506 | $3,716,235 | +$125,729 | +3.50% | |
| Millennium Management Llc | 0.00% | 204,386 | $3,560,404 | $3,685,080 | +$124,676 | +3.50% | |
| Pfg Advisors | 0.16% | 187,689 | $3,269,534 | $3,384,033 | +$114,499 | +3.50% | |
| Ethos Financial Group, Llc | 0.19% | 138,173 | $2,666,739 | $2,491,259 | -$175,480 | -6.58% | |
| Franklin Resources Inc | 0.00% | 152,279 | $2,652,700 | $2,745,590 | +$92,890 | +3.50% | |
| Lpl Financial Llc | 0.00% | 151,746 | $2,643,417 | $2,735,980 | +$92,563 | +3.50% | |
| Blackrock, Inc. | 0.00% | 141,336 | $2,462,073 | $2,548,288 | +$86,215 | +3.50% | |
| Advisors Asset Management, Inc. | 0.03% | 118,052 | $2,056,466 | $2,128,478 | +$72,012 | +3.50% | |
| Riverbridge Partners Llc | 0.05% | 109,885 | $1,914,190 | $1,981,227 | +$67,037 | +3.50% | |
| Capital Investment Advisory Services, Llc | 0.13% | 105,120 | $1,831,194 | $1,895,314 | +$64,120 | +3.50% | |
| Qube Research & Technologies Ltd | 0.00% | 103,401 | $1,801,245 | $1,864,320 | +$63,075 | +3.50% | |
| Citadel Advisors Llc | 0.00% | 102,332 | $1,782,624 | $1,845,046 | +$62,422 | +3.50% | |
| Plan Group Financial, Llc | 0.40% | 98,802 | $1,721,129 | $1,781,400 | +$60,271 | +3.50% | |
| Hightower Advisors, Llc | 0.00% | 92,582 | $1,612,780 | $1,669,253 | +$56,473 | +3.50% | |
| Iht Wealth Management, Llc | 0.03% | 82,855 | $1,443,335 | $1,493,876 | +$50,541 | +3.50% | |
| Legacy Capital Wealth Partners, Llc | 0.29% | 79,654 | $1,387,566 | $1,436,162 | +$48,596 | +3.50% | |
| Tudor Investment Corp Et Al | 0.01% | 76,315 | $1,329,407 | $1,375,959 | +$46,552 | +3.50% | |
| D.A. Davidson & Co. | 0.01% | 75,408 | $1,313,618 | $1,359,606 | +$45,988 | +3.50% | |
| D. E. Shaw & Co., Inc. | 0.00% | 75,236 | $1,310,611 | $1,356,505 | +$45,894 | +3.50% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 73,533 | $1,280,945 | $1,325,800 | +$44,855 | +3.50% | |
| Jane Street Group, Llc | 0.00% | 73,454 | $1,279,569 | $1,324,376 | +$44,807 | +3.50% | |
| Palogic Value Management, L.P. | 0.56% | 72,868 | $1,269,361 | $1,313,810 | +$44,449 | +3.50% | |
| Davis Investment Partners, Llc | 0.44% | 71,007 | $1,236,940 | $1,280,256 | +$43,316 | +3.50% | |
| Ameriprise Financial Inc | 0.00% | 65,824 | $1,146,661 | $1,186,807 | +$40,146 | +3.50% | |
| Significant Wealth Partners Llc | 1.37% | 63,646 | $1,108,713 | $1,147,537 | +$38,824 | +3.50% | |
| Greenland Capital Management Lp | 0.20% | 58,000 | $1,010,360 | $1,045,740 | +$35,380 | +3.50% | |
| Trexquant Investment Lp | 0.01% | 56,195 | $978,917 | $1,013,196 | +$34,279 | +3.50% | |
| Rockland Trust Co | 0.04% | 55,912 | $973,987 | $1,008,093 | +$34,106 | +3.50% | |
| Wt Wealth Management | 0.26% | 51,113 | $890,388 | $921,567 | +$31,179 | +3.50% | |
| Haven Private, Llc | 0.37% | 48,650 | $847,483 | $877,160 | +$29,677 | +3.50% | |
| Quantbot Technologies Lp | 0.03% | 43,802 | $763,031 | $789,750 | +$26,719 | +3.50% | |
| Sound Income Strategies, Llc | 0.03% | 41,317 | $714,775 | $744,946 | +$30,171 | +4.22% | |
| Schonfeld Strategic Advisors Llc | 0.01% | 40,132 | $699,098 | $723,580 | +$24,482 | +3.50% | |
| Magnetar Financial Llc | 0.01% | 39,390 | $686,173 | $710,202 | +$24,029 | +3.50% | |
| Beacon Pointe Advisors, Llc | 0.00% | 39,003 | $679,433 | $703,224 | +$23,791 | +3.50% | |
| Brevan Howard Capital Management Lp | 0.01% | 38,362 | $668,266 | $691,667 | +$23,401 | +3.50% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 37,920 | $660,566 | $683,698 | +$23,132 | +3.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 37,541 | $653,964 | $676,864 | +$22,900 | +3.50% | |
| Campbell & Co Investment Adviser Llc | 0.04% | 36,103 | $628,914 | $650,937 | +$22,023 | +3.50% |
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.