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.
Q1 2023 vs. Q4 2022
How the institutions holding Capital Southwest Corp changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 102 | 101 | −1 |
| Shares | 9.05M | 8.17M | −871.8K (−9.6%) |
| Value | $154.5M | $145.3M | −$9.15M (−5.9%) |
New holders (15)
Institutions that held Capital Southwest Corp at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Golden Green, Inc. | 98,413 | $1.75M | 2.05% |
| Putnam Investments LLC | 50,599 | $899.6K | 0.00% |
| Emerald Mutual Fund Advisers Trust | 40,470 | $719.6K | 0.04% |
| Cornerstone Wealth Management, LLC | 26,840 | $477.2K | 0.05% |
| Atria Wealth Solutions, Inc. | 15,324 | $272.5K | 0.00% |
| Raymond James Trust N.A. | 12,007 | $213.0K | 0.01% |
| Stifel Financial Corp | 10,316 | $183.4K | 0.00% |
| PEAK6 Investments LLC | 7,564 | $134.5K | 0.01% |
| Tower Research Capital LLC (TRC) | 4,372 | $78.0K | 0.00% |
| Proequities, Inc. | 1,300 | $23.1K | 0.00% |
| Ahrens Investment Partners LLC | 800 | $14.2K | 0.01% |
| Ridgewood Investments LLC | 500 | $8.89K | 0.01% |
| FMR LLC | 458 | $8.15K | 0.00% |
| Cape Investment Advisory, Inc. | 400 | $7.11K | 0.00% |
| CWM, LLC | 22 | $0 | 0.00% |
Sold out (16)
Institutions that held Capital Southwest Corp at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Marshall Wace, LLP | 191,577 | $3.28M |
| Schonfeld Strategic Advisors LLC | 27,400 | $468.5K |
| Susquehanna International Group, LLP | 24,359 | $416.5K |
| Banque Pictet & Cie SA | 20,000 | $342.0K |
| Pictet North America Advisors SA | 20,000 | $342.0K |
| Quantbot Technologies LP | 17,135 | $293.0K |
| BNP Paribas Arbitrage, SA | 13,521 | $231.2K |
| Raymond James Financial Services Advisors, Inc. | 11,177 | $191.1K |
| Dynamic Technology Lab Private Ltd | 10,451 | $179.0K |
| U.S. Capital Wealth Advisors, LLC | 2,000 | $34.2K |
| Quarry LP | 1,891 | $32.3K |
| My Personal CFO, LLC | 800 | $13.7K |
| Madden Securities Corp | 650 | $11.1K |
| Quadrant Capital Group LLC | 140 | $2.39K |
| Farther Finance Advisors, LLC | 25 | $428 |
| Private Advisor Group, LLC | 11,634 | $199 |