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 2023
Institutional positions in Capital Southwest Corp as of Jun 30, 2023. 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
- 110
- +10 vs. Q1 2023
- Shares held
- 8.25M
- +79.1K (+1.0%) vs. Q1 2023
- Total value
- $163.1M
- +$17.8M (+12.3%) vs. Q1 2023
- New holders
- 18
- 35 more added
- Sold out
- 8
- 27 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Capital Southwest Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 250 | $4.93K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 240 | $4.73K | 0.00% | +240 | New |
| Group One Trading, L.P. | 200 | $3.94K | 0.00% | −3,703−94.9% | Reduced |
| Beacon Capital Management, LLC | 140 | $2.76K | 0.00% | +140 | New |
| Delta Asset Management LLC | 70 | $1.38K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 37 | $730 | 0.00% | −115−75.7% | Reduced |
| Citigroup Inc | 27 | $532 | 0.00% | +27 | New |
| Financial Synergies Wealth Advisors, Inc. | 20 | $395 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −67,130−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,577−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,201−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |