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.
Q3 2023 vs. Q2 2023
How the institutions holding Capital Southwest Corp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 110 | 114 | +4 |
| Shares | 8.25M | 8.56M | +311.3K (+3.8%) |
| Value | $163.1M | $196.1M | +$33.0M (+20.2%) |
New holders (17)
Institutions that held Capital Southwest Corp at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 73,977 | $1.69M | 0.46% |
| Beacon Pointe Advisors, LLC | 42,430 | $971.6K | 0.01% |
| Winton Group Ltd | 16,990 | $389.1K | 0.03% |
| Northern Trust Corp | 13,975 | $320.0K | 0.00% |
| HighTower Advisors, LLC | 13,023 | $298.0K | 0.00% |
| Cetera Advisors LLC | 11,052 | $253.1K | 0.00% |
| Samalin Investment Counsel, LLC | 10,848 | $248.4K | 0.14% |
| Wealth Enhancement Advisory Services, LLC | 10,573 | $242.1K | 0.00% |
| Guggenheim Capital LLC | 10,508 | $240.6K | 0.00% |
| Colony Group LLC | 9,679 | $222.0K | 0.00% |
| Comerica Bank | 7,115 | $162.9K | 0.00% |
| Simplex Trading, LLC | 1,342 | $30.0K | 0.00% |
| DecisionPoint Financial, LLC | 375 | $8.59K | 0.00% |
| Johnson Midwest Financial, LLC | 250 | $5.72K | 0.01% |
| Venturi Wealth Management, LLC | 55 | $1.26K | 0.00% |
| Lindbrook Capital, LLC | 26 | $595 | 0.00% |
| Institutional & Family Asset Management, LLC | 26 | $588 | 0.00% |
Sold out (13)
Institutions that held Capital Southwest Corp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Emerald Mutual Fund Advisers Trust | 40,470 | $798.1K |
| Cubist Systematic Strategies, LLC | 38,196 | $753.2K |
| First Dallas Securities Inc. | 22,500 | $444.0K |
| Millennium Management LLC | 21,232 | $418.7K |
| Jump Financial, LLC | 15,000 | $295.8K |
| Squarepoint Ops LLC | 14,708 | $290.0K |
| Stifel Financial Corp | 13,404 | $264.3K |
| State Farm Mutual Automobile Insurance Co | 10,000 | $197.2K |
| BNP Paribas Arbitrage, SA | 1,081 | $21.3K |
| Tucker Asset Management LLC | 665 | $13.1K |
| Ridgewood Investments LLC | 500 | $9.86K |
| Citigroup Inc | 27 | $532 |
| Benjamin F. Edwards & Company, Inc. | 25 | $0 |