FDUS Institutional Ownership
Who owns FIDUS INVESTMENT Corp and what the big funds did with it last quarter, from every SEC 13F filing. 136 funds reported holding FDUS at Jun 30, 2026, together owning 22.8% of the company.
- ▲66 buying vs 57 selling
- ▼Held by funds -3.3 pts
- ▼Funds holding -8
- ▼Superinvestors: 0 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 136 | 144 | −5.6% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 8.6M | 9.9M | −12.6% |
| Held by funds | 22.8% | 26.1% | −3.3 pts |
| New positions | 14 | 18 | −22.2% |
| Increased | 52 | 48 | +8.3% |
| Reduced | 35 | 37 | −5.4% |
| Sold out | 22 | 24 | −8.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FDUS
All superinvestors →
Who owns FDUS
share of fund held shares- Index and passive funds16.3%
- Active managers and hedge funds58.2%
- Banks and brokers24.6%
- Pensions, insurers and other0.9%
The top 10 holders own 50.2% of all FDUS shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
32 funds changed their position- Sound Income Strategies, LLCAdded+2.1M sh
- Independent Financial Group, LLCAdded+47K sh
- Y-Intercept (Hong Kong) LtdSold out−36K sh
- Plan Group Financial, LLCAdded+32K sh
- Hennion & Walsh Asset Management, Inc.Sold out−30K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Van Eck Associates Corp | 2.45% | 929K | $17.7M | +216K |
| 2 | Raymond James Financial Inc | 2.19% | 830K | $15.8M | +25K |
| 3 | UBS Group AG | 1.32% | 500K | $9.5M | +77K |
| 4 | Baird Financial Group, Inc. | 1.10% | 416K | $7.9M | +9,964 |
| 5 | Muzinich & Co., Inc. | 0.97% | 368K | $7M | +20K |
| 6 | Legal & General Group Plc | 0.82% | 310K | $5.9M | +26K |
| 7 | Morgan Stanley | 0.80% | 303K | $5.8M | +8,476 |
| 8 | Qube Research & Technologies Ltd | 0.61% | 230K | $4.4M | +127K |
| 9 | Sumitomo Mitsui Trust Group, Inc. | 0.61% | 230K | $4.4M | +17K |
| 10 | Franklin Resources Inc | 0.59% | 225K | $4.3M | +73K |
- Van Eck Associates Corp+216K sh+$4.1M
- Qube Research & Technologies Ltd+127K sh+$2.4M
- Marshall Wace, LLP+110K sh+$2.1M
- UBS Group AG+77K sh+$1.5M
- Beacon Pointe Advisors, LLC+73K sh+$1.4M
- Franklin Resources Inc+73K sh+$1.4M
- Schonfeld Strategic Advisors LLC+50K sh+$956K
- VARCOV Co.+45K sh+$859K
- Envestnet Asset Management Inc−506K sh−$9.7M
- Cetera Investment Advisers−487K sh−$9.3M
- Columbus Macro, LLC−506K sh−$8.8M
- Millennium Management LLC−204K sh−$3.6M
- Two Sigma Investments, LP−79K sh−$1.5M
- LPL Financial LLC−71K sh−$1.4M
- Tudor Investment Corp ET AL−76K sh−$1.3M
- Jane Street Group, LLC−59K sh−$1.1M
FDUS institutional ownership FAQ
Who owns the most FDUS stock?
In Q2 2026 13F filings the largest holder of FDUS was Van Eck Associates Corp, followed by Raymond James Financial Inc and UBS Group AG. Index fund managers are usually the biggest holders of large companies.
What percentage of FDUS is owned by institutions?
Funds that file 13F reports held 22.8% of FDUS's shares at Jun 30, 2026, compared with 26.1% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying FDUS?
In Q2 2026, 66 funds bought FDUS (14 of them new positions) and 57 sold (22 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for FDUS is bearish.
What is FDUS's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this FDUS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.