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 2024 vs. Q2 2024
How the institutions holding Capital Southwest Corp changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 145 | 4 | 149 | +8 |
| Shares | 11.1M | 353.7K | 11.5M | +707.8K (+6.6%) |
| Value | $289.6M | $9.23M | $290.1M | +$9.66M (+3.4%) |
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (23)
Institutions that held Capital Southwest Corp at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 199,049 | $5.03M | 0.00% |
| Denali Advisors LLC | 124,653 | $3.15M | 0.34% |
| HRT Financial LP | 71,786 | $1.81M | 0.01% |
| Northern Trust Corp | 24,327 | $615.2K | 0.00% |
| Citadel Advisors LLC | 19,225 | $486.2K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 16,000 | $404.6K | 0.01% |
| Trexquant Investment LP | 15,857 | $401.0K | 0.01% |
| Lido Advisors, LLC | 14,452 | $365.5K | 0.00% |
| Good Life Advisors, LLC | 14,400 | $364.2K | 0.02% |
| HFG Advisors, Inc. | 11,100 | $280.7K | 0.25% |
| Summit Financial, LLC | 10,801 | $273.2K | 0.01% |
| TCFG Wealth Management, LLC | 9,800 | $247.8K | 0.12% |
| Greenland Capital Management LP | 8,200 | $207.4K | 0.04% |
| Delphi Management Inc | 7,220 | $183.0K | 0.17% |
| Nisa Investment Advisors, LLC | 4,200 | $106.2K | 0.00% |
| Citigroup Inc | 2,095 | $53.0K | 0.00% |
| Quarry LP | 1,394 | $35.3K | 0.01% |
| IFP Advisors, Inc | 650 | $16.4K | 0.00% |
| Darwin Advisors, LLC | 400 | $10.1K | 0.00% |
| GeoWealth Management, LLC | 200 | $5.06K | 0.00% |
| CoreCap Advisors, LLC | 29 | $740 | 0.00% |
| Smartleaf Asset Management LLC | 20 | $510 | 0.00% |
| Farther Finance Advisors, LLC | 19 | $481 | 0.00% |
Sold out (15)
Institutions that held Capital Southwest Corp at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Hudson Bay Capital Management LP | 75,215 | $1.96M |
| Oppenheimer & Co Inc | 38,259 | $998.2K |
| Qube Research & Technologies Ltd | 12,428 | $324.2K |
| Prospera Financial Services Inc | 12,368 | $322.7K |
| Jane Street Group, LLC | 12,108 | $315.9K |
| Brown Advisory Inc | 10,700 | $279.2K |
| Moloney Securities Asset Management, LLC | 9,515 | $248.2K |
| Inspire Advisors, LLC | 8,369 | $218.3K |
| PFG Investments, LLC | 8,138 | $212.3K |
| Atria Wealth Solutions, Inc. | 7,668 | $200.1K |
| Glass Jacobson Investment Advisors llc | 7,126 | $185.9K |
| Redwood Wealth Management Group, LLC | 581 | $15.2K |
| Abound Wealth Management | 57 | $1.49K |
| Venturi Wealth Management, LLC | 55 | $1.44K |
| Mather Group, LLC. | 56 | $1.40K |
Not filed for Q3 2024 yet (4)
Institutions that held Capital Southwest Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 163,946 | $4.28M |
| McKinley Capital Management LLC /Delaware | 120,509 | $3.14M |
| Benjamin F. Edwards & Company, Inc. | 69,218 | $1.81M |
| Institutional & Family Asset Management, LLC | 28 | $722 |