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, Q4 2022
Institutional positions in Capital Southwest Corp as of Dec 31, 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
- 102
- +15 vs. Q3 2022
- Shares held
- 9.05M
- +1.30M (+16.8%) vs. Q3 2022
- Total value
- $154.5M
- +$23.3M (+17.7%) vs. Q3 2022
- New holders
- 25
- 41 more added
- Sold out
- 10
- 17 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Capital Southwest Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 748,057 | $12.8M | 0.83% | +225,222+43.1% | Added |
| Millennium Management LLC | 875,326 | $15.0M | 0.02% | +165,544+23.3% | Added |
| Deutsche Bank AG | 0 | $0 | 0.00% | −703,851−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −24,296−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,763−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −23,556−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −12,534−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,323−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Roosevelt Investment Group LLC | – | – | – | – | Not filed |
| Cornerstone Wealth Management, LLC | – | – | – | – | Not filed |