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; 215 institutions reported holding it in 13F filings for Q2 2026, worth $680.4M 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
- 200
- +2 vs. Q1 2025
- Shares held
- 57.7M
- +17.9M (+45.1%) vs. Q1 2025
- Total value
- $647.9M
- +$54.3M (+9.1%) vs. Q1 2025
- New holders
- 33
- 74 more added
- Sold out
- 31
- 47 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 | 215 | $680.4M |
| Q1 2026 | 196 | $607.6M |
| Q4 2025 | 195 | $578.3M |
| Q3 2025 | 188 | $605.4M |
| Q2 2025 | 200 | $647.9M |
| Q1 2025 | 199 | $593.7M |
| Q4 2024 | 188 | $506.7M |
| Q3 2024 | 149 | $290.2M |
| Q2 2024 | 145 | $289.8M |
| Q1 2024 | 140 | $270.7M |
| Q4 2023 | 136 | $243.7M |
| 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 | $144.5M |
| Q4 2021 | 91 | $148.8M |
| Q3 2021 | 83 | $144.9M |
| 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 |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 14,349 | $45.1M | 0.66% | +694+5.1% | Added |
| 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 Investments, LP | 761,221 | $25.4M | 0.05% | −37,279−4.7% | Reduced |
| Context Capital Management, LLC | – | $24.0M | 0.81% | – | – |
| Millennium Management LLC | 526,734 | $23.2M | 0.02% | +37,742+7.7% | Added |
| Two Sigma Advisers, LP | 983,500 | $21.7M | 0.04% | −31,400−3.1% | Reduced |
| Foursixthree Capital LP | – | $21.2M | 9.72% | – | – |
| Wellesley Asset Management | – | $19.5M | 1.86% | – | – |
| UBS Group AG | 783,060 | $17.3M | 0.00% | +486,183+163.8% | Added |
| Advent Capital Management | – | $15.5M | 0.34% | – | – |
| Sound Income Strategies, LLC | 702,201 | $15.5M | 0.89% | +86,185+14.0% | Added |
| Wolverine Asset Management LLC | – | $14.5M | 0.24% | – | – |
| SMH Capital Advisors Inc | 12,856,215 | $13.6M | 30.85% | +870,234+7.3% | Added |
| Victory Capital Management Inc | 13,400,000 | $13.2M | 0.01% | – | – |
| Balyasny Asset Management LLC | 546,280 | $12.0M | 0.03% | −256,856−32.0% | Reduced |
| 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 |
| Saba Capital Management, L.P. | – | $10.0M | 0.27% | – | – |
| Jump Financial, LLC | 40,579 | $9.74M | 0.12% | – | – |
| Income Research & Management | 9,242,000 | $9.09M | 2.43% | +242,000+2.7% | Added |
| Citadel Advisors LLC | 409,241 | $9.02M | 0.01% | +75,824+22.7% | Added |
| Kim, LLC | – | $8.89M | 0.92% | – | – |
| Cetera Investment Advisers | 361,722 | $7.97M | 0.01% | +289,778+402.8% | Added |
| Envestnet Asset Management Inc | 358,718 | $7.42M | 0.00% | +290,335+424.6% | 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 |
| Royal Bank of Canada | 298,110 | $6.57M | 0.00% | +228,971+331.2% | Added |
| Franklin Resources Inc | 290,762 | $6.41M | 0.00% | −7,861−2.6% | Reduced |
| Columbus Macro, LLC | 290,704 | $6.41M | 0.78% | +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 |
| Weiss Asset Management LP | – | $4.94M | 0.08% | – | New |
| 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 |
| Palisade Capital Management LLC | 10,747 | $4.19M | 0.12% | 00.0% | Unchanged |
| 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 |
| Laffer Tengler Investments | 3,501 | $3.50M | 0.62% | +947+37.1% | Added |
| Marshall Wace, LLP | 147,162 | $3.24M | 0.00% | −101,586−40.8% | Reduced |
| Walleye Capital LLC | – | $2.96M | 0.03% | – | – |
| Argent Trust Co | 123,348 | $2.72M | 0.10% | +42,532+52.6% | Added |
| Fort Baker Capital Management LP | 2,630,000 | $2.62M | 0.46% | – | – |
| 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 |
| Ssi Investment Management LLC | – | $2.46M | 0.17% | – | – |
| 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 |
| Capstone Investment Advisors, LLC | – | $1.98M | 0.02% | – | – |
| Benjamin Edwards Inc | 87,765 | $1.93M | 0.02% | +2,985+3.5% | Added |
| Lazard Asset Management LLC | – | $1.83M | 0.00% | – | – |
| Catalyst Capital Advisors LLC | 1,407,000 | $1.81M | 0.04% | 00.0% | Unchanged |
| Amtrust Financial Services, Inc. | – | $1.78M | 0.63% | – | – |
| 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 |
| Thrivent Financial for Lutherans | – | $1.05M | 0.00% | – | – |
| 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 |
| 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 |
| 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 |