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, Q3 2022
Institutional positions in Capital Southwest Corp as of Sep 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
- 89
- −10 vs. Q2 2022
- Shares held
- 7.79M
- +243.1K (+3.2%) vs. Q2 2022
- Total value
- $131.9M
- −$7.08M (−5.1%) vs. Q2 2022
- New holders
- 7
- 32 more added
- Sold out
- 17
- 29 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Capital Southwest Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Farmer Steven Patrick | – | – | – | – | Not filed |
| Bivin & Associates, Inc. | – | – | – | – | Not filed |