Capital Southwest Corp
CSWC- Exchange
- Nasdaq
- SEC CIK
- 0000017313
No open-market purchases or sales by Capital Southwest Corp insiders were filed in the last 90 days; 189 institutions reported holding it in 13F filings for Q2 2026, worth $411.8M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding Capital Southwest Corp changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 91 | 83 | −8 |
| Shares | 6.01M | 5.69M | −321.4K (−5.3%) |
| Value | $139.6M | $144.7M | +$5.06M (+3.6%) |
New holders (10)
Institutions that held Capital Southwest Corp at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 48,053 | $2.64M | 1.03% |
| McKinley Capital Management LLC /Delaware | 57,959 | $1.46M | 0.14% |
| Marshall Wace, LLP | 24,932 | $628.0K | 0.00% |
| Geode Capital Management, LLC | 11,251 | $283.0K | 0.00% |
| State Farm Mutual Automobile Insurance Co | 10,000 | $268.0K | 0.00% |
| Colony Group LLC | 7,979 | $201.0K | 0.00% |
| PEAK6 Investments LLC | 2,801 | $71.0K | 0.00% |
| Total Clarity Wealth Management, Inc. | 2,750 | $69.0K | 0.03% |
| TCI Wealth Advisors, Inc. | 2,000 | $50.0K | 0.01% |
| JPMorgan Chase & Co | 471 | $12.0K | 0.00% |
Sold out (18)
Institutions that held Capital Southwest Corp at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Arrowstreet Capital, Limited Partnership | 113,439 | $2.63M |
| Norges Bank | 56,934 | $1.32M |
| Invesco Ltd. | 44,272 | $1.03M |
| ExodusPoint Capital Management, LP | 36,589 | $850.0K |
| D. E. Shaw & Co., Inc. | 28,789 | $669.0K |
| Virtu Financial LLC | 26,572 | $617.0K |
| Marshall Wace North America L.P. | 25,436 | $591.0K |
| Advisory Services Network, LLC | 22,465 | $522.0K |
| Jane Street Group, LLC | 17,659 | $410.0K |
| Dynamic Technology Lab Private Ltd | 13,150 | $305.0K |
| Gsa Capital Partners LLP | 11,144 | $259.0K |
| Goldman Sachs Group Inc | 9,097 | $211.0K |
| Jump Financial, LLC | 8,700 | $202.0K |
| Citigroup Inc | 3,000 | $70.0K |
| Red Door Wealth Management, LLC | 182 | $4.00K |
| Enterprise Financial Services Corp | 61 | $1.00K |
| Barclays PLC | 16 | $0 |
| FMR LLC | 1 | $0 |