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.
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
- 177
- +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 | 189 | $411.8M |
| Q1 2026 | 168 | $369.5M |
| Q4 2025 | 162 | $332.6M |
| Q3 2025 | 164 | $363.9M |
| Q2 2025 | 177 | $392.9M |
| Q1 2025 | 175 | $385.1M |
| Q4 2024 | 160 | $322.4M |
| Q3 2024 | 149 | $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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $44 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $111 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 19 | $419 | 0.00% | +19 | New |
| NBT Bank N A | 30 | $668 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 70 | $1.54K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $4.41K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 250 | $5.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 300 | $6.61K | 0.00% | −308−50.7% | Reduced |
| Dunhill Financial, LLC | 400 | $8.82K | 0.00% | +400 | New |
| IFP Advisors, Inc | 475 | $10.5K | 0.00% | +475 | New |
| Ridgewood Investments LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $11.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 600 | $13.2K | 0.00% | −70−10.4% | Reduced |
| Spire Wealth Management | 600 | $13.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 639 | $14.1K | 0.00% | −17,519−96.5% | Reduced |
| Larson Financial Group LLC | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,025 | $22.6K | 0.00% | +497+94.1% | Added |
| Promus Capital, LLC | 1,384 | $30.5K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,400 | $30.9K | 0.01% | +1,400 | New |
| CIBC Private Wealth Group, LLC | 1,551 | $34.2K | 0.00% | −1−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,566 | $34.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,877 | $41.4K | 0.00% | +1,863+13,307.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,894 | $41.7K | 0.01% | +1,894 | New |
| Geneos Wealth Management Inc. | 1,930 | $42.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,135 | $47.1K | 0.00% | +788+58.5% | Added |
| TCTC Holdings, LLC | 2,136 | $47.1K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,189 | $48.2K | 0.00% | +2,189 | New |
| Garde Capital, Inc. | 2,401 | $52.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,483 | $54.7K | 0.00% | +849+52.0% | Added |
| VPR Management LLC | 2,500 | $55.1K | 0.03% | +2,500 | New |
| First Horizon Advisors, Inc. | 2,628 | $57.9K | 0.00% | +2,428+1,214.0% | Added |
| Capital Analysts, LLC | 2,685 | $59.0K | 0.00% | +69+2.6% | Added |
| EverSource Wealth Advisors, LLC | 2,787 | $61.4K | 0.00% | +428+18.1% | Added |
| CWM, LLC | 2,930 | $65.0K | 0.00% | +615+26.6% | Added |
| Ronald Blue Trust, Inc. | 3,148 | $69.4K | 0.00% | +185+6.2% | Added |
| Newbridge Financial Services Group, Inc. | 3,176 | $70.0K | 0.01% | +3,176 | New |
| Nisa Investment Advisors, LLC | 3,500 | $77.1K | 0.00% | +3,000+600.0% | Added |
| MAI Capital Management | 3,524 | $77.7K | 0.00% | +865+32.5% | Added |
| Farther Finance Advisors, LLC | 3,698 | $81.5K | 0.00% | +3,281+786.8% | Added |
| Quarry LP | 3,715 | $81.9K | 0.02% | +2,364+175.0% | Added |
| Northwestern Mutual Wealth Management Co | 4,000 | $88.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,185 | $92.2K | 0.00% | −217−4.9% | Reduced |
| Allworth Financial LP | 4,600 | $101.4K | 0.00% | +4,600 | New |
| Rialto Wealth Management, LLC | 4,809 | $106.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,000 | $110.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,500 | $121.2K | 0.01% | +5,500 | New |
| Hollencrest Capital Management | 7,055 | $155.5K | 0.01% | +180+2.6% | Added |
| JPMorgan Chase & Co | 8,423 | $185.6K | 0.00% | −24,528−74.4% | Reduced |
| Creative Planning | 9,114 | $200.9K | 0.00% | +9,114 | New |
| Colony Group, LLC | 9,272 | $204.4K | 0.00% | −170−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 9,738 | $214.6K | 0.00% | +9,738 | New |
| Mutual Advisors, LLC | 9,244 | $215.7K | 0.01% | −8,135−46.8% | Reduced |
| ProShare Advisors LLC | 9,909 | $218.4K | 0.00% | +50+0.5% | Added |
| HighTower Advisors, LLC | 10,190 | $224.6K | 0.00% | +802+8.5% | Added |
| Independent Financial Group, LLC | 10,485 | $231.1K | 0.01% | −4,250−28.8% | Reduced |
| Summit Trail Advisors, LLC | 10,630 | $234.3K | 0.00% | +10,630 | New |
| Palisade Capital Management LLC | 10,747 | $236.9K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,830 | $238.7K | 0.00% | −327−2.9% | Reduced |
| Quantinno Capital Management LP | 10,893 | $240.1K | 0.00% | +10,893 | New |
| PharVision Advisers, LLC | 11,249 | $247.9K | 0.36% | +11,249 | New |
| Geode Capital Management, LLC | 11,251 | $248.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 11,520 | $253.9K | 0.13% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,613 | $256.0K | 0.00% | −208−1.8% | Reduced |
| Wedbush Securities Inc | 11,723 | $258.0K | 0.01% | +11,723 | New |
| Aigen Investment Management, LP | 11,822 | $260.6K | 0.04% | +11,822 | New |
| Wells Fargo & Company | 12,200 | $268.9K | 0.00% | +4,320+54.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,628 | $278.3K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,695 | $279.8K | 0.01% | +12,695 | New |
| Grimes & Company, Inc. | 13,303 | $293.2K | 0.01% | −5,296−28.5% | Reduced |
| Aquatic Capital Management LLC | 13,329 | $293.8K | 0.01% | −9,848−42.5% | Reduced |
| US Bancorp | 13,756 | $303.2K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 14,257 | $314.2K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,793 | $326.0K | 0.01% | +2,895+24.3% | Added |
| Dearborn Partners LLC | 15,787 | $347.9K | 0.02% | −2,637−14.3% | Reduced |
| Bard Associates Inc | 17,256 | $380.3K | 0.12% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 17,874 | $394.0K | 0.03% | +17,874 | New |
| LBMC Investment Advisors, LLC | 18,250 | $402.2K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 18,272 | $402.7K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 19,087 | $420.7K | 0.00% | +1,090+6.1% | Added |
| Atom Investors LP | 19,751 | $435.3K | 0.04% | +19,751 | New |
| Catalyst Capital Advisors LLC | 20,000 | $440.8K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,497 | $451.8K | 0.00% | +10,364+102.3% | Added |
| Campbell & CO Investment Adviser LLC | 20,873 | $460.0K | 0.03% | −489−2.3% | Reduced |
| Susquehanna International Group, LLP | 21,139 | $465.9K | 0.00% | −16,448−43.8% | Reduced |
| Apollon Wealth Management, LLC | 23,797 | $524.5K | 0.01% | +2,299+10.7% | Added |
| Guggenheim Capital LLC | 24,606 | $542.3K | 0.00% | +1,502+6.5% | Added |
| Barclays PLC | 24,717 | $544.8K | 0.00% | −128,753−83.9% | Reduced |
| ExodusPoint Capital Management, LP | 24,975 | $550.0K | 0.01% | −14,125−36.1% | Reduced |
| DRW Securities, LLC | 24,985 | $550.7K | 0.04% | +14,915+148.1% | Added |
| Advisor Group Holdings, Inc. | 25,645 | $565.2K | 0.00% | −610−2.3% | Reduced |
| Samalin Investment Counsel, LLC | 25,864 | $570.0K | 0.22% | +1,909+8.0% | Added |
| Nebula Research & Development LLC | 25,907 | $571.0K | 0.05% | +25,907 | New |
| Autumn Glory Partners, LLC | 26,000 | $573.0K | 0.27% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 26,960 | $594.2K | 0.00% | +1,386+5.4% | Added |
| Bank of America Corp | 28,036 | $617.9K | 0.00% | −33,591−54.5% | Reduced |
| Mariner, LLC | 28,314 | $624.0K | 0.00% | +8,617+43.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,528 | $629.0K | 0.00% | −3,953−12.2% | Reduced |
| Verition Fund Management LLC | 31,500 | $694.3K | 0.00% | −2,274−6.7% | Reduced |
| Invesco Ltd. | 34,003 | $749.4K | 0.00% | +6,094+21.8% | Added |