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 2024
Institutional positions in Capital Southwest Corp as of Jun 30, 2024. 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
- 145
- +5 vs. Q1 2024
- Shares held
- 11.1M
- +638.9K (+6.1%) vs. Q1 2024
- Total value
- $289.6M
- +$28.7M (+11.0%) vs. Q1 2024
- New holders
- 26
- 52 more added
- Sold out
- 21
- 41 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Capital Southwest Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 8,000 | $208.7K | 0.07% | +8,000 | New |
| Autumn Glory Partners, LLC | 8,000 | $208.7K | 0.11% | +8,000 | New |
| Atria Wealth Solutions, Inc. | 7,668 | $200.1K | 0.00% | +7,668 | New |
| Benjamin Edwards Inc | 7,491 | $195.0K | 0.04% | −262−3.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 7,126 | $185.9K | 0.07% | +151+2.2% | Added |
| Comerica Bank | 7,115 | $185.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,009 | $156.8K | 0.01% | +128+2.2% | Added |
| Bank of America Corp | 5,772 | $150.6K | 0.00% | −7,117−55.2% | Reduced |
| Washington Trust Advisors, Inc. | 5,000 | $130.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,982 | $130.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,835 | $126.1K | 0.00% | −1,665−25.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,000 | $104.4K | 0.00% | +4,000 | New |
| Signaturefd, LLC | 2,807 | $73.2K | 0.00% | +170+6.4% | Added |
| Tower Research Capital LLC (TRC) | 2,616 | $68.3K | 0.00% | −978−27.2% | Reduced |
| Capital Analysts, LLC | 2,484 | $65.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,250 | $57.8K | 0.00% | +2,250 | New |
| TCTC Holdings, LLC | 2,136 | $55.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,050 | $53.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,330 | $34.7K | 0.00% | +730+121.7% | Added |
| CWM, LLC | 1,024 | $27.0K | 0.00% | −60−5.5% | Reduced |
| Larson Financial Group LLC | 1,000 | $26.1K | 0.00% | −1,017−50.4% | Reduced |
| Group One Trading, L.P. | 830 | $21.7K | 0.00% | +830 | New |
| Toth Financial Advisory Corp | 600 | $15.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $15.7K | 0.00% | +600 | New |
| Redwood Wealth Management Group, LLC | 581 | $15.2K | 0.01% | +581 | New |
| CIBC Private Wealth Group, LLC | 550 | $14.8K | 0.00% | −1,000−64.5% | Reduced |
| Quadrant Capital Group LLC | 503 | $13.1K | 0.00% | +47+10.3% | Added |
| Raleigh Capital Management Inc. | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 500 | $13.0K | 0.01% | +500 | New |
| HHM Wealth Advisors, LLC | 500 | $13.0K | 0.00% | +500 | New |
| Ronald Blue Trust, Inc. | 436 | $10.9K | 0.00% | +372+581.3% | Added |
| Nomura Asset Management Co Ltd | 304 | $7.93K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 230 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 209 | $5.45K | 0.00% | +4+2.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 200 | $5.22K | 0.00% | +200 | New |
| Gen-Wealth Partners Inc | 190 | $4.96K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 70 | $1.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $1.49K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 55 | $1.44K | 0.00% | +11+25.0% | Added |
| Mather Group, LLC. | 56 | $1.40K | 0.00% | +56 | New |
| Archer Investment Corp | 51 | $1.34K | 0.00% | +51 | New |
| Institutional & Family Asset Management, LLC | 28 | $722 | 0.00% | +1+3.7% | Added |
| NBT Bank N A | 27 | $715 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $339 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −117,745−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −82,205−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −76,666−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −63,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,145−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,855−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,546−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,167−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,079−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,983−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,695−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −10,557−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |