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.
13F holders, Q2 2022
Institutional positions in Capital Southwest Corp as of Jun 30, 2022. 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
- 101
- +13 vs. Q1 2022
- Shares held
- 7.65M
- +1.59M (+26.2%) vs. Q1 2022
- Total value
- $141.0M
- −$2.91M (−2.0%) vs. Q1 2022
- New holders
- 22
- 43 more added
- Sold out
- 9
- 19 more reduced
Compare with Q1 2022: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 189 | $411.8M |
| Q1 2026 | 168 | $369.5M |
| Q4 2025 | 162 | $332.6M |
| Q3 2025 | 164 | $363.9M |
| Q2 2025 | 177 | $392.9M |
| Q1 2025 | 175 | $385.1M |
| Q4 2024 | 160 | $322.4M |
| Q3 2024 | 149 | $290.1M |
| Q2 2024 | 145 | $289.6M |
| Q1 2024 | 140 | $260.9M |
| Q4 2023 | 136 | $241.5M |
| Q3 2023 | 114 | $196.1M |
| Q2 2023 | 110 | $163.1M |
| Q1 2023 | 101 | $145.3M |
| Q4 2022 | 102 | $154.5M |
| Q3 2022 | 89 | $131.9M |
| Q2 2022 | 101 | $141.0M |
| Q1 2022 | 88 | $143.9M |
| Q4 2021 | 91 | $148.3M |
| Q3 2021 | 83 | $144.7M |
| Q2 2021 | 91 | $139.6M |
| Q1 2021 | 80 | $132.3M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Capital Southwest Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Millennium Management LLC | 755,686 | $13.9M | 0.02% | +610,502+420.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −132,900−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,549−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −11,488−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,495−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,338−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |