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Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Capital Southwest Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CSWC: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1494160+15
Shares11.5M236.5K14.8M+3.55M (+31.7%)
Value$290.1M$5.98M$322.4M+$38.3M (+13.5%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Capital Southwest Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CSWC in Q4 2024
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC1,001,199$21.8M0.05%
Millennium Management LLC257,378$5.62M0.00%
Qube Research & Technologies Ltd197,629$4.31M0.01%
Raymond James Financial Inc194,755$4.25M0.00%
Womack Financial LLC187,388$4.09M3.63%
Schonfeld Strategic Advisors LLC103,043$2.25M0.01%
D. E. Shaw & Co., Inc.101,638$2.22M0.00%
Naviter Wealth, LLC83,531$1.82M0.22%
Sovereign's Capital Management, LLC67,575$1.47M0.94%
Campbell & CO Investment Adviser LLC35,100$765.9K0.06%
Jane Street Group, LLC21,748$474.5K0.00%
Catalyst Capital Advisors LLC20,000$436.4K0.01%
GWM Advisors LLC19,129$417.4K0.00%
Susquehanna International Group, LLP17,223$375.8K0.00%
BNP Paribas Arbitrage, SA16,407$358.0K0.00%
Palisade Capital Management LLC15,647$341.4K0.01%
Oppenheimer & Co Inc14,955$326.3K0.00%
Union Bancaire Privee, UBP SA13,655$298.0K0.01%
Y-Intercept (Hong Kong) Ltd13,559$295.9K0.02%
Catalina Capital Group, LLC13,240$288.9K0.10%
Gsa Capital Partners LLP10,880$237.0K0.02%
Wolverine Trading, LLC9,265$202.0K0.00%
Rialto Wealth Management, LLC4,809$104.9K0.03%
Brown Brothers Harriman & Co2,683$58.5K0.00%
MAI Capital Management2,676$58.4K0.00%
Ameriflex Group, Inc.1,462$32.9K0.02%
Promus Capital, LLC1,384$30.2K0.02%
WR Wealth Planners, LLC1,000$21.8K0.01%
Jones Financial Companies LLLP325$7.09K0.00%
Wingate Wealth Advisors, Inc.210$4.58K0.00%
FMR LLC150$3.27K0.00%
Caitong International Asset Management Co., Ltd99$2.16K0.00%
Mainstream Capital Management LLC35$7640.00%
SOA Wealth Advisors, LLC.11$2400.00%
DHJJ Financial Advisors, Ltd.5$1100.00%

Sold out (20)

Institutions that held Capital Southwest Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CSWC in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Cubist Systematic Strategies, LLC26,598$672.7K
Group One Trading, L.P.26,593$672.5K
Pinkerton Retirement Specialists, LLC16,649$421.1K
Trexquant Investment LP15,857$401.0K
Good Life Advisors, LLC14,400$364.2K
Private Advisor Group, LLC12,273$310.4K
HFG Advisors, Inc.11,100$280.7K
Summit Financial, LLC10,801$273.2K
Jump Financial, LLC9,402$237.8K
Greenland Capital Management LP8,200$207.4K
Walter & Keenan Financial Consulting Co8,000$202.3K
Delphi Management Inc7,220$183.0K
Wintrust Investments LLC4,955$125.0K
Darwin Advisors, LLC400$10.1K
GeoWealth Management, LLC200$5.06K
Gen-Wealth Partners Inc190$4.64K
Harbour Investments, Inc.152$3.85K
CoreCap Advisors, LLC29$740
NBT Bank N A28$709
Smartleaf Asset Management LLC20$510

Not filed for Q4 2024 yet (4)

Institutions that held Capital Southwest Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSWC in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.128,650$3.25M
Raymond James & Associates63,757$1.61M
Raymond James Trust N.A.22,441$567.5K
All Season Financial Advisors, Inc.21,608$546.5K