Fidus Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 938.13 K | $19.13 M | -3.99% | 2.75% |
| VAN ECK ASSOCIATES CORP | 05/15/2025 | 763.47 K | $15.57 M | -6.78% | 2.24% |
| INVESCO LTD. | 05/12/2025 | 437.07 K | $8.91 M | -19.13% | 1.28% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 415.91 K | $8.48 M | 89.30% | 1.22% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 399.00 K | $8.14 M | 85.66% | 1.17% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 335.50 K | $6.84 M | 10.57% | 0.98% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 324.28 K | $6.61 M | 7.81% | 0.95% |
| MORGAN STANLEY | 05/15/2025 | 305.22 K | $6.22 M | 7.43% | 0.90% |
| COLUMBUS MACRO, LLC | 04/17/2025 | 287.62 K | $5.86 M | 7.77% | 0.84% |
| BAIRD FINANCIAL GROUP, INC. | 05/15/2025 | 283.09 K | $5.77 M | 46.15% | 0.83% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 226.39 K | $4.62 M | 3.12% | 0.66% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 213.37 K | $4.35 M | 3.28% | 0.63% |
| UBS GROUP AG | 05/13/2025 | 197.84 K | $4.03 M | 69.66% | 0.58% |
| NOVARE CAPITAL MANAGEMENT LLC | 04/29/2025 | 189.14 K | $3.86 M | -0.09% | 0.56% |
| PFG ADVISORS | 05/06/2025 | 181.66 K | $3.70 M | -0.76% | 0.53% |
| FRANKLIN RESOURCES INC | 05/13/2025 | 167.72 K | $3.42 M | 36.02% | 0.49% |
| BLACKROCK, INC. | 05/02/2025 | 147.73 K | $3.01 M | 4.90% | 0.43% |
| ETHOS FINANCIAL GROUP, LLC | 05/13/2025 | 134.38 K | $2.74 M | 100.00% | 0.39% |
| GRANITESHARES ADVISORS LLC | 04/16/2025 | 124.25 K | $2.53 M | 6.45% | 0.36% |
| CITADEL ADVISORS LLC | 05/15/2025 | 107.35 K | $2.19 M | 24.90% | 0.32% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 106.33 K | $2.14 M | 10.65% | 0.31% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 101.50 K | $2.07 M | -16.26% | 0.30% |
| MUZINICH & CO., INC. | 05/05/2025 | 92.12 K | $1.88 M | 11.05% | 0.27% |
| HIGHTOWER ADVISORS, LLC | 05/13/2025 | 90.67 K | $1.85 M | 3.05% | 0.27% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 90.49 K | $1.85 M | 11.27% | 0.27% |
| MGB WEALTH MANAGEMENT, LLC | 05/09/2025 | 87.95 K | $1.80 M | 0.00% | 0.26% |
| LPL FINANCIAL LLC | 05/07/2025 | 85.99 K | $1.75 M | 8.14% | 0.25% |
| DAVIS INVESTMENT PARTNERS, LLC | 04/15/2025 | 81.65 K | $1.48 M | -7.49% | 0.24% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 04/15/2025 | 76.11 K | $1.55 M | -1.38% | 0.22% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 04/29/2025 | 74.16 K | $1.51 M | 13.00% | 0.22% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 05/02/2025 | 67.86 K | $1.38 M | -4.29% | 0.20% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/19/2025 | 67.32 K | $1.37 M | 5.48% | 0.20% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2025 | 63.18 K | $1.29 M | 4.68% | 0.19% |
| GREENLAND CAPITAL MANAGEMENT LP | 05/12/2025 | 58.70 K | $1.20 M | 56.53% | 0.17% |
| ENTERPRISE BANK & TRUST CO | 04/09/2025 | 55.91 K | $1.14 M | 0.00% | 0.16% |
| WT WEALTH MANAGEMENT | 05/06/2025 | 53.38 K | $1.09 M | -3.72% | 0.16% |
| VIRTU FINANCIAL LLC | 05/12/2025 | 51.26 K | $1.05 M | 100.00% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 51.18 K | $1.04 M | 100.00% | 0.15% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 48.89 K | $996.87 K | -41.82% | 0.14% |
| CREDIT AGRICOLE S A | 05/14/2025 | 47.65 K | $971.56 K | 0.00% | 0.14% |
| TRUIST FINANCIAL CORP | 04/29/2025 | 46.96 K | $957.42 K | -1.81% | 0.14% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 46.44 K | $946.91 K | 152.34% | 0.14% |
| MQS MANAGEMENT LLC | 05/01/2025 | 45.89 K | $935.68 K | 100.00% | 0.13% |
| D.A. DAVIDSON & CO. | 04/28/2025 | 44.73 K | $911.99 K | 42.52% | 0.13% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 44.00 K | $897.06 K | -0.96% | 0.13% |
| HRT FINANCIAL LP | 05/15/2025 | 42.65 K | $869.00 K | 7.04% | 0.13% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/15/2025 | 42.38 K | $864.15 K | 100.00% | 0.12% |
| RIVERBRIDGE PARTNERS LLC | 04/21/2025 | 37.51 K | $764.73 K | 10.08% | 0.11% |
| DAVENPORT & CO LLC | 04/28/2025 | 36.24 K | $738.87 K | 0.00% | 0.11% |
| PLAN GROUP FINANCIAL, LLC | 05/09/2025 | 35.84 K | $730.76 K | 125.76% | 0.11% |
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Fidus Investment Corporation institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of Fidus Investment Corporation. The most heavily invested institutionals were:
NBC SECURITIES, INC.: 0
RAYMOND JAMES FINANCIAL INC: 938,126
VAN ECK ASSOCIATES CORP: 763,468
Invesco Ltd.: 437,066
TWO SIGMA ADVISERS, LP: 415,913
TWO SIGMA INVESTMENTS, LP: 398,999
25.86% of Fidus Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 10.07 M shares in the last 24 months. This purchase volume represents approximately $216.20 M in transactions.