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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.

Q2 2025 vs. Q1 2025

How the institutions holding Capital Southwest Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of CSWC: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1751177+3
Shares17.3M23017.8M+586.0K (+3.4%)
Value$385.1M$5.13K$392.9M+$7.78M (+2.0%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Capital Southwest Corp at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to CSWC in Q2 2025
InstitutionSharesValue% of portfolio
Columbus Macro, LLC290,704$6.41M0.79%
Point72 Asset Management, L.P.78,808$1.74M0.00%
Prevail Innovative Wealth Advisors, LLC56,395$1.24M0.28%
Brevan Howard Capital Management LP54,503$1.20M0.01%
Y-Intercept (Hong Kong) Ltd48,215$1.06M0.03%
Trexquant Investment LP46,630$1.03M0.01%
Jump Financial, LLC40,579$894.4K0.01%
Tudor Investment Corp Et Al35,219$776.2K0.01%
Omers Administration Corp34,900$769.2K0.01%
Nebula Research & Development LLC25,907$571.0K0.05%
Atom Investors LP19,751$435.3K0.04%
Gsa Capital Partners LLP17,874$394.0K0.03%
Global Retirement Partners, LLC12,695$279.8K0.01%
Aigen Investment Management, LP11,822$260.6K0.04%
Wedbush Securities Inc11,723$258.0K0.01%
PharVision Advisers, LLC11,249$247.9K0.36%
Quantinno Capital Management LP10,893$240.1K0.00%
Summit Trail Advisors, LLC10,630$234.3K0.00%
Atria Wealth Solutions, Inc.9,738$214.6K0.00%
Creative Planning9,114$200.9K0.00%
Leonteq Securities AG5,500$121.2K0.01%
Allworth Financial LP4,600$101.4K0.00%
Newbridge Financial Services Group, Inc.3,176$70.0K0.01%
VPR Management LLC2,500$55.1K0.03%
Point72 Hong Kong Ltd2,189$48.2K0.00%
Point72 Asia (Singapore) Pte. Ltd.1,894$41.7K0.01%
Fortitude Family Office, LLC1,400$30.9K0.01%
IFP Advisors, Inc475$10.5K0.00%
Dunhill Financial, LLC400$8.82K0.00%
Caitong International Asset Management Co., Ltd19$4190.00%

Sold out (27)

Institutions that held Capital Southwest Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of CSWC in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Punch & Associates Investment Management, Inc.686,513$15.3M
Harbor Capital Advisors, Inc.403,826$9.01M
Total Clarity Wealth Management, Inc.56,305$1.23M
BNP Paribas Arbitrage, SA38,238$853.5K
AlphaCore Capital LLC27,810$620.7K
Northeast Financial Consultants Inc21,867$488.1K
Lansforsakringar Fondforvaltning AB (publ)16,133$360.1K
U.S. Capital Wealth Advisors, LLC16,015$357.5K
Oppenheimer & Co Inc14,943$333.5K
Mirae Asset Global Investments Co., Ltd.14,000$313.2K
Catalina Capital Group, LLC13,240$295.5K
Sciencast Management LP11,696$261.1K
Janney Montgomery Scott LLC11,603$259.0K
Oxford Asset Management LLP11,392$254.3K
CI Private Wealth, LLC10,957$244.6K
TownSquare Capital, LLC9,912$221.2K
TCFG Wealth Management, LLC9,800$218.7K
Evergreen Capital Management LLC9,750$217.6K
Wolverine Trading, LLC9,339$208.9K
PFG Investments, LLC9,264$206.8K
Citigroup Inc2,994$66.8K
Group One Trading, L.P.1,496$33.4K
Ameriflex Group, Inc.1,462$32.6K
Runnymede Capital Advisors, Inc.216$4.82K
Hexagon Capital Partners LLC202$4.51K
Archer Investment Corp56$1.24K
SOA Wealth Advisors, LLC.11$246

Not filed for Q2 2025 yet (1)

Institutions that held Capital Southwest Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSWC in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Spectrum Wealth Counsel, LLC230$5.13K