Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FDUS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 804K | $14.0M | +9.3% | 2.119% | 0.00% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 545K | $9.5M | +4.8% | 1.437% | 0.00% |
| 3 | Cetera Investment Advisers | 542K | $9.4M | +3.6% | 1.429% | 0.01% |
| 4 | Columbus Macro, LLC | 506K | $8.8M | +4.1% | 1.332% | 0.94% |
| 5 | UBS Group AG | 423K | $7.4M | -3.9% | 1.114% | 0.00% |
| 6 | Baird Financial Group, Inc. | 406K | $7.1M | +5.4% | 1.071% | 0.01% |
| 7 | Muzinich & Co., Inc. | 348K | $6.1M | +0.3% | 0.918% | 2.12% |
| 8 | MORGAN STANLEY | 294K | $5.1M | +17.9% | 0.775% | 0.00% |
| 9 | Legal & General Group Plc | 284K | $5.0M | +12.7% | 0.749% | 0.00% |
| 10 | TWO SIGMA INVESTMENTS, LP | 274K | $4.8M | -28.4% | 0.721% | 0.00% |
| 11 | Sumitomo Mitsui Trust Holdings, Inc. | 213K | $3.7M | 0.0% | 0.562% | 0.00% |
| 12 | NOVARE CAPITAL MANAGEMENT LLC | 206K | $3.6M | +0.6% | 0.543% | 0.28% |
| 13 | MILLENNIUM MANAGEMENT LLC | 204K | $3.6M | -17.4% | 0.538% | 0.00% |
| 14 | PFG Advisors | 188K | $3.3M | +2.0% | 0.494% | 0.16% |
| 15 | Ethos Financial Group, LLC | 138K | $2.7M | 0.0% | 0.364% | 0.19% |
| 16 | FRANKLIN RESOURCES INC | 152K | $2.7M | -17.3% | 0.401% | 0.00% |
| 17 | LPL Financial LLC | 152K | $2.6M | +58.4% | 0.400% | 0.00% |
| 18 | BlackRock, Inc. | 141K | $2.5M | -42.2% | 0.372% | 0.00% |
| 19 | RIVERBRIDGE PARTNERS LLC | 110K | $1.9M | +8.2% | 0.289% | 0.05% |
| 20 | Capital Investment Advisory Services, LLC | 105K | $1.8M | +4.9% | 0.277% | 0.13% |
| 21 | Qube Research & Technologies Ltd | 103K | $1.8M | +43.5% | 0.272% | 0.00% |
| 22 | CITADEL ADVISORS LLC | 102K | $1.8M | — | 0.270% | 0.00% |
| 23 | Plan Group Financial, LLC | 99K | $1.7M | +24.0% | 0.260% | 0.41% |
| 24 | HighTower Advisors, LLC | 93K | $1.6M | -0.7% | 0.244% | 0.00% |
| 25 | IHT Wealth Management, LLC | 83K | $1.4M | +11.1% | 0.218% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FDUS — a direct measure of their conviction.
Filings activity in FDUS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 140 | 3.4% | 21.69% | 2.61 pp | $155M | 11% |
| Q4 2025 | 145 | +14% | 24.30% | +0.64 pp | $174M | +2.7% |
| Q3 2025 | 127 | +6.7% | 23.66% | +1.66 pp | $169M | +7.6% |
| Q2 2025 | 119 | +1.7% | 22.00% | +0.60 pp | $157M | +2.8% |
| Q1 2025 | 117 | +5.4% | 21.40% | +1.11 pp | $153M | +5.5% |
| Q4 2024 | 111 | +3.7% | 20.29% | +2.46 pp | $145M | +14% |
| Q3 2024 | 107 | 4.5% | 17.83% | 0.26 pp | $127M | 1.4% |
| Q2 2024 | 112 | — | 18.09% | — | $129M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FDUS stock.
Based on Q1 2026 13F filings, institutional ownership of Fidus Investment Corporation stands at 21.7%, held across 140 reporting institutions.
RAYMOND JAMES FINANCIAL INC is the largest reported institutional holder of FDUS, with approximately 804,392 shares worth $0.01B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of FDUS, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for FDUS is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in FDUS during Q1 2026, while 28 fully exited. 24 added to existing positions and 92 trimmed.
FDUS institutional ownership fell by 2.61 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 49.8% of all reported 13F value in FDUS, and the top 25 account for 73.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Fidus Investment Corporation (FDUS) Institutional Ownership