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.
Q2 2023 vs. Q1 2023
How the institutions holding Capital Southwest Corp changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 101 | 1 | 110 | +10 |
| Shares | 8.17M | 800 | 8.25M | +79.1K (+1.0%) |
| Value | $145.3M | $14.2K | $163.1M | +$17.8M (+12.3%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Capital Southwest Corp at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 61,742 | $1.22M | 0.00% |
| Redmont Wealth Advisors LLC | 45,473 | $896.7K | 1.54% |
| Cubist Systematic Strategies, LLC | 38,196 | $753.2K | 0.01% |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,386 | $421.7K | 0.00% |
| Muzinich & Co., Inc. | 21,386 | $421.7K | 0.37% |
| Apollon Wealth Management, LLC | 18,979 | $374.3K | 0.02% |
| Oppenheimer & Co Inc | 17,105 | $337.3K | 0.01% |
| Quantbot Technologies LP | 16,359 | $322.6K | 0.02% |
| Jump Financial, LLC | 15,000 | $295.8K | 0.01% |
| Squarepoint Ops LLC | 14,708 | $290.0K | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 12,375 | $244.0K | 0.00% |
| Change Path, LLC | 11,318 | $223.0K | 0.01% |
| Aquatic Capital Management LLC | 7,300 | $144.0K | 0.01% |
| BNP Paribas Arbitrage, SA | 1,081 | $21.3K | 0.00% |
| Tucker Asset Management LLC | 665 | $13.1K | 0.00% |
| Quadrant Capital Group LLC | 240 | $4.73K | 0.00% |
| Beacon Capital Management, LLC | 140 | $2.76K | 0.00% |
| Citigroup Inc | 27 | $532 | 0.00% |
Sold out (8)
Institutions that held Capital Southwest Corp at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Legacy Capital Wealth Partners, LLC | 67,130 | $1.19M |
| Qube Research & Technologies Ltd | 10,577 | $188.1K |
| Gsa Capital Partners LLP | 10,201 | $181.0K |
| Simplex Trading, LLC | 5,616 | $99.0K |
| Belpointe Asset Management LLC | 1,534 | $27.3K |
| FMR LLC | 458 | $8.15K |
| Cape Investment Advisory, Inc. | 400 | $7.11K |
| Johnson Financial Group, Inc. | 107 | $1.90K |
Not filed for Q2 2023 yet (1)
Institutions that held Capital Southwest Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 800 | $14.2K |