Capital Southwest Corp
CSWC- Exchange
- Nasdaq
- SEC CIK
- 0000017313
In the last 90 days, Capital Southwest Corp insiders filed 1 open-market purchase and 0 sales; 190 institutions reported holding it in 13F filings for Q2 2026, worth $411.8M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Capital Southwest Corp as of Jun 30, 2025. 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
- 179
- +3 vs. Q1 2025
- Shares held
- 17.8M
- +586.0K (+3.4%) vs. Q1 2025
- Total value
- $392.9M
- +$7.78M (+2.0%) vs. Q1 2025
- New holders
- 30
- 68 more added
- Sold out
- 27
- 48 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 190 | $411.8M |
| Q1 2026 | 169 | $369.5M |
| Q4 2025 | 164 | $332.6M |
| Q3 2025 | 166 | $363.9M |
| Q2 2025 | 179 | $392.9M |
| Q1 2025 | 177 | $385.1M |
| Q4 2024 | 162 | $322.4M |
| Q3 2024 | 150 | $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 2025
Shares, value and share of portfolio for each institution holding Capital Southwest Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 1,390,339 | $30.6M | 7.32% | −42,725−3.0% | Reduced |
| Van Eck Associates Corp | 1,347,300 | $29.7M | 0.03% | +180,368+15.5% | Added |
| Two Sigma Advisers, LP | 983,500 | $21.7M | 0.04% | −31,400−3.1% | Reduced |
| UBS Group AG | 783,060 | $17.3M | 0.00% | +486,183+163.8% | Added |
| Two Sigma Investments, LP | 761,221 | $16.8M | 0.03% | −37,279−4.7% | Reduced |
| Sound Income Strategies, LLC | 702,201 | $15.5M | 0.89% | +86,185+14.0% | Added |
| Balyasny Asset Management LLC | 546,280 | $12.0M | 0.03% | −256,856−32.0% | Reduced |
| Millennium Management LLC | 526,734 | $11.6M | 0.01% | +37,742+7.7% | Added |
| Tectonic Advisors LLC | 521,686 | $11.5M | 0.67% | +81,213+18.4% | Added |
| Melia Wealth LLC | 464,973 | $10.2M | 4.91% | +42,665+10.1% | Added |
| Zuckerman Investment Group, LLC | 460,375 | $10.1M | 0.98% | +33,355+7.8% | Added |
| Citadel Advisors LLC | 409,241 | $9.02M | 0.01% | +75,824+22.7% | Added |
| Cetera Investment Advisers | 361,722 | $7.97M | 0.01% | +289,778+402.8% | Added |
| Envestnet Asset Management Inc | 335,718 | $7.40M | 0.00% | +290,335+639.7% | Added |
| Legal & General Group Plc | 332,746 | $7.33M | 0.00% | +14,573+4.6% | Added |
| BlackRock, Inc. | 320,720 | $7.07M | 0.00% | +58,889+22.5% | Added |
| Franklin Resources Inc | 290,762 | $6.41M | 0.00% | −7,861−2.6% | Reduced |
| Columbus Macro, LLC | 290,704 | $6.41M | 0.79% | +290,704 | New |
| Raymond James Financial Inc | 286,597 | $6.32M | 0.00% | −14,003−4.7% | Reduced |
| Epiq Partners, LLC | 266,800 | $5.88M | 3.00% | +11,400+4.5% | Added |
| First Manhattan Co | 258,986 | $5.71M | 0.02% | −28,150−9.8% | Reduced |
| HRT Financial LP | 242,080 | $5.33M | 0.02% | +154,384+176.0% | Added |
| Morgan Stanley | 227,396 | $5.01M | 0.00% | +67,598+42.3% | Added |
| Beacon Pointe Advisors, LLC | 226,212 | $4.99M | 0.05% | −188,277−45.4% | Reduced |
| Muzinich & Co., Inc. | 225,790 | $4.98M | 2.27% | +88,419+64.4% | Added |
| Goldman Sachs Group Inc | 212,781 | $4.69M | 0.00% | −44,891−17.4% | Reduced |
| LPL Financial LLC | 205,640 | $4.53M | 0.00% | +7,962+4.0% | Added |
| Womack Financial LLC | 199,323 | $4.39M | 3.66% | +10,110+5.3% | Added |
| Grace & White Inc | 174,597 | $3.85M | 0.70% | −2,000−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 172,597 | $3.80M | 0.00% | +38,419+28.6% | Added |
| Royal Bank of Canada | 149,055 | $3.29M | 0.00% | +79,916+115.6% | Added |
| Marshall Wace, LLP | 147,162 | $3.24M | 0.00% | −101,586−40.8% | Reduced |
| Argent Trust Co | 123,348 | $2.72M | 0.10% | +42,532+52.6% | Added |
| Foundations Investment Advisors, LLC | 118,196 | $2.61M | 0.04% | +11,525+10.8% | Added |
| Denali Advisors LLC | 113,850 | $2.51M | 0.26% | −2,554−2.2% | Reduced |
| Advisors Asset Management, Inc. | 112,511 | $2.48M | 0.04% | −36,054−24.3% | Reduced |
| Cubist Systematic Strategies, LLC | 107,201 | $2.36M | 0.03% | +53,186+98.5% | Added |
| Hodges Capital Management Inc. | 106,045 | $2.34M | 0.22% | +14,285+15.6% | Added |
| Confluence Investment Management LLC | 102,107 | $2.25M | 0.03% | +585+0.6% | Added |
| Naviter Wealth, LLC | 100,105 | $2.21M | 0.27% | +18,352+22.4% | Added |
| Change Path, LLC | 98,874 | $2.18M | 0.06% | +6,855+7.4% | Added |
| National Asset Management, Inc. | 92,163 | $2.03M | 0.10% | −221−0.2% | Reduced |
| Benjamin Edwards Inc | 87,765 | $1.93M | 0.02% | +2,985+3.5% | Added |
| Voloridge Investment Management, LLC | 80,641 | $1.78M | 0.01% | +14,917+22.7% | Added |
| Commonwealth Equity Services, LLC | 79,788 | $1.76M | 0.00% | +2,248+2.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 79,511 | $1.75M | 0.07% | −49,762−38.5% | Reduced |
| Point72 Asset Management, L.P. | 78,808 | $1.74M | 0.00% | +78,808 | New |
| First Dallas Securities Inc. | 77,102 | $1.70M | 0.67% | +5,177+7.2% | Added |
| Sovereign's Capital Management, LLC | 77,048 | $1.70M | 0.91% | +6,678+9.5% | Added |
| Quantbot Technologies LP | 75,546 | $1.67M | 0.04% | +13,993+22.7% | Added |
| Moerus Capital Management LLC | 73,983 | $1.63M | 0.70% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 69,501 | $1.53M | 0.00% | −21,150−23.3% | Reduced |
| Redmont Wealth Advisors LLC | 67,865 | $1.50M | 2.19% | +14,242+26.6% | Added |
| Schonfeld Strategic Advisors LLC | 66,243 | $1.46M | 0.01% | −51,300−43.6% | Reduced |
| Qube Research & Technologies Ltd | 63,474 | $1.40M | 0.00% | −173,292−73.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 59,024 | $1.30M | 0.30% | −1,214−2.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 56,395 | $1.24M | 0.28% | +56,395 | New |
| Brevan Howard Capital Management LP | 54,503 | $1.20M | 0.01% | +54,503 | New |
| Great West Life Assurance Co | 51,018 | $1.13M | 0.00% | +2,771+5.7% | Added |
| State Street Corp | 49,224 | $1.08M | 0.00% | +34,889+243.4% | Added |
| Cozad Asset Management Inc | 49,161 | $1.08M | 0.09% | +2,010+4.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,215 | $1.06M | 0.03% | +48,215 | New |
| Trexquant Investment LP | 46,630 | $1.03M | 0.01% | +46,630 | New |
| Kestra Advisory Services, LLC | 45,856 | $1.01M | 0.00% | −1,032−2.2% | Reduced |
| Northern Trust Corp | 45,690 | $1.01M | 0.00% | +33,858+286.2% | Added |
| SMH Capital Advisors Inc | 45,215 | $996.5K | 2.26% | −766−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 43,005 | $947.8K | 0.06% | +686+1.6% | Added |
| Mraz, Amerine & Associates, Inc. | 42,958 | $946.8K | 0.15% | −774−1.8% | Reduced |
| Engineers Gate Manager LP | 41,379 | $912.0K | 0.01% | +21,792+111.3% | Added |
| Virtus Investment Advisers, Inc. | 41,064 | $905.1K | 0.31% | −3,100−7.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 41,052 | $904.8K | 0.41% | −676−1.6% | Reduced |
| Jump Financial, LLC | 40,579 | $894.4K | 0.01% | +40,579 | New |
| Sunbelt Securities, Inc. | 37,229 | $812.3K | 0.07% | −2,000−5.1% | Reduced |
| Tudor Investment Corp Et Al | 35,219 | $776.2K | 0.01% | +35,219 | New |
| FJ Capital Management LLC | 35,067 | $772.9K | 0.08% | −5,014−12.5% | Reduced |
| Omers Administration Corp | 34,900 | $769.2K | 0.01% | +34,900 | New |
| Invesco Ltd. | 34,003 | $749.4K | 0.00% | +6,094+21.8% | Added |
| Verition Fund Management LLC | 31,500 | $694.3K | 0.00% | −2,274−6.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,528 | $629.0K | 0.00% | −3,953−12.2% | Reduced |
| Mariner, LLC | 28,314 | $624.0K | 0.00% | +8,617+43.7% | Added |
| Bank of America Corp | 28,036 | $617.9K | 0.00% | −33,591−54.5% | Reduced |
| D. E. Shaw & Co., Inc. | 26,960 | $594.2K | 0.00% | +1,386+5.4% | Added |
| Autumn Glory Partners, LLC | 26,000 | $573.0K | 0.27% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 25,907 | $571.0K | 0.05% | +25,907 | New |
| Samalin Investment Counsel, LLC | 25,864 | $570.0K | 0.22% | +1,909+8.0% | Added |
| Advisor Group Holdings, Inc. | 25,645 | $565.2K | 0.00% | −610−2.3% | Reduced |
| DRW Securities, LLC | 24,985 | $550.7K | 0.04% | +14,915+148.1% | Added |
| ExodusPoint Capital Management, LP | 24,975 | $550.0K | 0.01% | −14,125−36.1% | Reduced |
| Barclays PLC | 24,717 | $544.8K | 0.00% | −128,753−83.9% | Reduced |
| Guggenheim Capital LLC | 24,606 | $542.3K | 0.00% | +1,502+6.5% | Added |
| Apollon Wealth Management, LLC | 23,797 | $524.5K | 0.01% | +2,299+10.7% | Added |
| Susquehanna International Group, LLP | 21,139 | $465.9K | 0.00% | −16,448−43.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,873 | $460.0K | 0.03% | −489−2.3% | Reduced |
| Jane Street Group, LLC | 20,497 | $451.8K | 0.00% | +10,364+102.3% | Added |
| Catalyst Capital Advisors LLC | 20,000 | $440.8K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 19,751 | $435.3K | 0.04% | +19,751 | New |
| Vident Advisory, LLC | 19,087 | $420.7K | 0.00% | +1,090+6.1% | Added |
| Monticello Wealth Management, LLC | 18,272 | $402.7K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 18,250 | $402.2K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 17,874 | $394.0K | 0.03% | +17,874 | New |