Capital Southwest Corp

CSWC

Exchange: Nasdaq
SEC CIK: 0000017313

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Capital Southwest Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of CSWC: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	160	2	175	+17
Shares	14.8M	26.6K	17.3M	+2.51M (+17.0%)
Value	$322.4M	$580.0K	$385.1M	+$63.3M (+19.7%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Capital Southwest Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to CSWC in Q1 2025
Institution	Shares	Value	% of portfolio
Epiq Partners, LLC	255,400	$5.70M	3.01%
Change Path, LLC	92,019	$2.05M	0.06%
Voloridge Investment Management, LLC	65,724	$1.47M	0.01%
Cubist Systematic Strategies, LLC	54,015	$1.21M	0.02%
Virtus Investment Advisers, Inc.	44,164	$985.7K	0.27%
FJ Capital Management LLC	40,081	$894.6K	0.09%
ExodusPoint Capital Management, LP	39,100	$873.0K	0.01%
Verition Fund Management LLC	33,774	$753.8K	0.00%
AlphaCore Capital LLC	27,810	$620.7K	0.05%
Northeast Financial Consultants Inc	21,867	$488.1K	0.02%
Engineers Gate Manager LP	19,587	$437.2K	0.01%
Grimes & Company, Inc.	18,599	$415.1K	0.01%
Lansforsakringar Fondforvaltning AB (publ)	16,133	$360.1K	0.00%
Mutual Advisors, LLC	17,379	$351.8K	0.01%
State Street Corp	14,335	$320.0K	0.00%
Caxton Associates LLP	14,257	$318.2K	0.01%
Generali Investments CEE, investicni spolecnost, a.s.	12,628	$281.9K	0.03%
Simplex Trading, LLC	11,898	$265.0K	0.01%
Squarepoint Ops LLC	11,821	$263.8K	0.00%
Sciencast Management LP	11,696	$261.1K	0.06%
Janney Montgomery Scott LLC	11,603	$259.0K	0.00%
Oxford Asset Management LLP	11,392	$254.3K	0.12%
DRW Securities, LLC	10,070	$224.8K	0.02%
TownSquare Capital, LLC	9,912	$221.2K	0.00%
ProShare Advisors LLC	9,859	$220.1K	0.00%
PFG Investments, LLC	9,264	$206.8K	0.01%
Garde Capital, Inc.	2,401	$53.6K	0.00%
Group One Trading, L.P.	1,496	$33.4K	0.00%
AdvisorNet Financial, Inc	608	$13.6K	0.00%
North Star Investment Management Corp.	528	$11.8K	0.00%
Hager Investment Management Services, LLC	500	$11.2K	0.01%
LRI Investments, LLC	250	$5.58K	0.00%
Runnymede Capital Advisors, Inc.	216	$4.82K	0.00%
Hexagon Capital Partners LLC	202	$4.51K	0.00%
First Horizon Advisors, Inc.	200	$4.46K	0.00%
NBT Bank N A	30	$659	0.00%

Sold out (19)

Institutions that held Capital Southwest Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of CSWC in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
MML Investors Services, LLC	119,721	$2.61M
Virtus ETF Advisers LLC	35,931	$784.0K
Concurrent Investment Advisors, LLC	13,842	$302.0K
Y-Intercept (Hong Kong) Ltd	13,559	$295.9K
Gsa Capital Partners LLP	10,880	$237.0K
Lido Advisors, LLC	9,244	$201.7K
Comerica Bank	5,556	$121.2K
Creative Planning	5,000	$109.1K
Brown Brothers Harriman & Co	2,683	$58.5K
IFP Advisors, Inc	650	$14.2K
Proequities, Inc.	500	$11.2K
Raleigh Capital Management Inc.	425	$9.27K
Jones Financial Companies LLLP	325	$7.09K
Wingate Wealth Advisors, Inc.	210	$4.58K
FMR LLC	150	$3.27K
Quadrant Capital Group LLC	105	$2.29K
Caitong International Asset Management Co., Ltd	99	$2.16K
Mainstream Capital Management LLC	35	$764
Lindbrook Capital, LLC	13	$284

Not filed for Q1 2025 yet (2)

Institutions that held Capital Southwest Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSWC in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Global Retirement Partners, LLC	25,581	$558.2K
WR Wealth Planners, LLC	1,000	$21.8K