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Capital Southwest Corp

CSWC
Exchange
Nasdaq
SEC CIK
0000017313

In the last 90 days, Capital Southwest Corp insiders filed 1 open-market purchase and 0 sales; 189 institutions reported holding it in 13F filings for Q2 2026, worth $420.0M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Capital Southwest Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
80
No complete 13F data for Q4 2020
Shares held
5.97M
No complete 13F data for Q4 2020
Total value
$132.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CSWC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 80 institutions
Q1 2021: 80 institutionsQ2 2021: 91 institutionsQ3 2021: 83 institutionsQ4 2021: 91 institutionsQ1 2022: 88 institutionsQ2 2022: 101 institutionsQ3 2022: 89 institutionsQ4 2022: 102 institutionsQ1 2023: 101 institutionsQ2 2023: 110 institutionsQ3 2023: 114 institutionsQ4 2023: 136 institutionsQ1 2024: 140 institutionsQ2 2024: 145 institutionsQ3 2024: 149 institutionsQ4 2024: 160 institutionsQ1 2025: 175 institutionsQ2 2025: 177 institutionsQ3 2025: 164 institutionsQ4 2025: 162 institutionsQ1 2026: 168 institutionsQ2 2026: 189 institutions
Value heldQ1 2021: $132.3M
Q1 2021: $132.3MQ2 2021: $139.6MQ3 2021: $144.9MQ4 2021: $148.8MQ1 2022: $144.5MQ2 2022: $141.0MQ3 2022: $131.9MQ4 2022: $154.5MQ1 2023: $145.3MQ2 2023: $163.1MQ3 2023: $196.1MQ4 2023: $243.7MQ1 2024: $270.7MQ2 2024: $289.8MQ3 2024: $290.2MQ4 2024: $322.6MQ1 2025: $385.2MQ2 2025: $441.4MQ3 2025: $395.7MQ4 2025: $357.4MQ1 2026: $371.1MQ2 2026: $420.0M
Institutions holding CSWC and their total value by quarter
QuarterHoldersValue
Q2 2026189$420.0M
Q1 2026168$371.1M
Q4 2025162$357.4M
Q3 2025164$395.7M
Q2 2025177$441.4M
Q1 2025175$385.2M
Q4 2024160$322.6M
Q3 2024149$290.2M
Q2 2024145$289.8M
Q1 2024140$270.7M
Q4 2023136$243.7M
Q3 2023114$196.1M
Q2 2023110$163.1M
Q1 2023101$145.3M
Q4 2022102$154.5M
Q3 202289$131.9M
Q2 2022101$141.0M
Q1 202288$144.5M
Q4 202191$148.8M
Q3 202183$144.9M
Q2 202191$139.6M
Q1 202180$132.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Capital Southwest Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CSWC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sanders Morris Harris LLC823,517$18.2M3.86%––
Zuckerman Investment Group, LLC818,630$18.1M2.98%––
Punch & Associates Investment Management, Inc.603,657$13.4M0.80%––
First Manhattan Co456,667$10.1M0.04%––
Sound Income Strategies, LLC388,752$8.61M1.46%––
Van Eck Associates Corp348,926$7.73M0.02%––
Advisors Asset Management, Inc.147,944$3.28M0.05%––
Moerus Capital Management LLC135,074$2.99M1.12%––
Grace & White Inc134,800$2.99M0.57%––
Legal & General Group Plc128,753$2.86M0.00%––
Hennion & Walsh Asset Management, Inc.117,375$2.60M0.16%––
BlackRock Inc.115,340$2.56M0.00%––
Confluence Investment Management LLC106,044$2.35M0.03%––
Arrowstreet Capital, Limited Partnership104,748$2.32M0.00%––
Creative Planning83,350$1.85M0.00%––
Millennium Management LLC81,340$1.80M0.00%––
Quadrature Capital Ltd69,186$1.53M0.07%––
Two Sigma Investments, LP65,775$1.46M0.00%––
Ares Management LLC63,104$1.40M0.07%––
Morgan Stanley62,607$1.39M0.00%––
Ameriprise Financial Inc61,036$1.35M0.00%––
Royal Bank of Canada57,592$1.28M0.00%––
National Asset Management, Inc.56,450$1.25M0.04%––
Legacy Capital Wealth Partners, LLC54,138$1.20M0.50%––
Bank of America Corp48,130$1.07M0.00%––
Two Sigma Advisers, LP42,200$935.0K0.00%––
Tectonic Advisors LLC40,379$894.0K0.22%––
LPL Financial LLC36,363$806.0K0.00%––
California Public Employees Retirement System36,200$802.0K0.00%––
Centric Wealth Management36,000$798.0K0.23%––
Advisor Group Holdings, Inc.31,895$708.0K0.00%––
Ariel Investments, LLC30,928$685.0K0.01%––
Susquehanna International Group, LLP30,045$666.0K0.00%––
Advisory Research Inc29,970$664.0K0.05%––
Delphi Management Inc28,921$641.0K0.68%––
Cambridge Investment Research Advisors, Inc.28,547$633.0K0.00%––
Roosevelt Investment Group LLC26,314$583.0K0.04%––
Advisory Services Network, LLC26,049$577.0K0.02%––
UBS Group AG26,018$577.0K0.00%––
HRT Financial LP22,883$507.0K0.01%––
Virtus ETF Advisers LLC22,813$506.0K0.21%––
Mackenzie Financial Corp22,467$498.0K0.00%––
Citadel Advisors LLC21,544$477.0K0.00%––
Csenge Advisory Group19,660$469.0K0.05%––
The PNC Financial Services Group, Inc.19,972$443.0K0.00%––
Bard Associates Inc19,690$436.0K0.16%––
Monticello Wealth Management, LLC18,272$405.0K0.03%––
D. E. Shaw & Co., Inc.17,063$378.0K0.00%––
Horizon Kinetics Asset Management LLC17,000$377.0K0.01%––
Alliancebernstein L.P.14,948$331.0K0.00%––
Envestnet Asset Management Inc14,627$324.0K0.00%––
Commonwealth Equity Services, LLC13,834$306.0K0.00%––
US Bancorp13,700$304.0K0.00%––
Geode Capital Management, LLC12,254$271.0K0.00%––
Nisa Investment Advisors, LLC12,200$270.0K0.00%––
Mariner, LLC12,000$266.0K0.00%––
Kestra Advisory Services, LLC11,218$249.0K0.00%––
Brown Advisory Inc10,700$237.0K0.00%––
Segall Bryant & Hamill, LLC10,664$235.0K0.00%––
Schonfeld Strategic Advisors LLC10,600$235.0K0.00%––
Weather Gauge Advisory, LLC9,455$210.0K0.25%––
Centaurus Financial, Inc.7,374$163.0K0.02%––
Great West Life Assurance Co6,084$134.0K0.00%––
Washington Trust Co5,676$126.0K0.00%––
Wells Fargo & Company3,976$88.0K0.00%––
FNY Investment Advisers, LLC3,799$84.0K0.03%––
Citigroup Inc3,000$66.0K0.00%––
Geneos Wealth Management Inc.2,717$66.0K0.00%––
Allworth Financial LP2,257$50.0K0.00%––
TCTC Holdings, LLC2,136$47.0K0.00%––
Patriot Financial Group Insurance Agency, LLC900$20.0K0.00%––
Rockbridge Investment Management, LCC612$14.0K0.00%––
JPMorgan Chase & Co218$5.00K0.00%––
Deutsche Bank AG116$3.00K0.00%––
Signaturefd, LLC92$2.00K0.00%––
Tower Research Capital LLC (TRC)89$2.00K0.00%––
Enterprise Financial Services Corp61$1.00K0.00%––
Benjamin F. Edwards & Company, Inc.25$1.00K0.00%––
Huntington National Bank1$00.00%––
Barclays PLC16$00.00%––