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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 34,900 | $769.2K | 0.01% | +34,900 | New |
| FJ Capital Management LLC | 35,067 | $772.9K | 0.08% | −5,014−12.5% | Reduced |
| Tudor Investment Corp Et Al | 35,219 | $776.2K | 0.01% | +35,219 | New |
| Sunbelt Securities, Inc. | 37,229 | $812.3K | 0.07% | −2,000−5.1% | Reduced |
| Jump Financial, LLC | 40,579 | $894.4K | 0.01% | +40,579 | New |
| Caldwell Sutter Capital, Inc. | 41,052 | $904.8K | 0.41% | −676−1.6% | Reduced |
| Virtus Investment Advisers, Inc. | 41,064 | $905.1K | 0.31% | −3,100−7.0% | Reduced |
| Engineers Gate Manager LP | 41,379 | $912.0K | 0.01% | +21,792+111.3% | Added |
| Mraz, Amerine & Associates, Inc. | 42,958 | $946.8K | 0.15% | −774−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 43,005 | $947.8K | 0.06% | +686+1.6% | Added |
| SMH Capital Advisors Inc | 45,215 | $996.5K | 2.26% | −766−1.7% | Reduced |
| Northern Trust Corp | 45,690 | $1.01M | 0.00% | +33,858+286.2% | Added |
| Kestra Advisory Services, LLC | 45,856 | $1.01M | 0.00% | −1,032−2.2% | Reduced |
| Trexquant Investment LP | 46,630 | $1.03M | 0.01% | +46,630 | New |
| Y-Intercept (Hong Kong) Ltd | 48,215 | $1.06M | 0.03% | +48,215 | New |
| Cozad Asset Management Inc | 49,161 | $1.08M | 0.09% | +2,010+4.3% | Added |
| State Street Corp | 49,224 | $1.08M | 0.00% | +34,889+243.4% | Added |
| Great West Life Assurance Co | 51,018 | $1.13M | 0.00% | +2,771+5.7% | Added |
| Brevan Howard Capital Management LP | 54,503 | $1.20M | 0.01% | +54,503 | New |
| Prevail Innovative Wealth Advisors, LLC | 56,395 | $1.24M | 0.28% | +56,395 | New |
| Legacy Capital Wealth Partners, LLC | 59,024 | $1.30M | 0.30% | −1,214−2.0% | Reduced |
| Qube Research & Technologies Ltd | 63,474 | $1.40M | 0.00% | −173,292−73.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 66,243 | $1.46M | 0.01% | −51,300−43.6% | Reduced |
| Redmont Wealth Advisors LLC | 67,865 | $1.50M | 2.19% | +14,242+26.6% | Added |
| Ameriprise Financial Inc | 69,501 | $1.53M | 0.00% | −21,150−23.3% | Reduced |
| Moerus Capital Management LLC | 73,983 | $1.63M | 0.70% | 00.0% | Unchanged |
| Quantbot Technologies LP | 75,546 | $1.67M | 0.04% | +13,993+22.7% | Added |
| Sovereign's Capital Management, LLC | 77,048 | $1.70M | 0.91% | +6,678+9.5% | Added |
| First Dallas Securities Inc. | 77,102 | $1.70M | 0.67% | +5,177+7.2% | Added |
| Point72 Asset Management, L.P. | 78,808 | $1.74M | 0.00% | +78,808 | New |
| Hennion & Walsh Asset Management, Inc. | 79,511 | $1.75M | 0.07% | −49,762−38.5% | Reduced |
| Commonwealth Equity Services, LLC | 79,788 | $1.76M | 0.00% | +2,248+2.9% | Added |
| Voloridge Investment Management, LLC | 80,641 | $1.78M | 0.01% | +14,917+22.7% | Added |
| Benjamin Edwards Inc | 87,765 | $1.93M | 0.02% | +2,985+3.5% | Added |
| National Asset Management, Inc. | 92,163 | $2.03M | 0.10% | −221−0.2% | Reduced |
| Change Path, LLC | 98,874 | $2.18M | 0.06% | +6,855+7.4% | Added |
| Naviter Wealth, LLC | 100,105 | $2.21M | 0.27% | +18,352+22.4% | Added |
| Confluence Investment Management LLC | 102,107 | $2.25M | 0.03% | +585+0.6% | Added |
| Hodges Capital Management Inc. | 106,045 | $2.34M | 0.22% | +14,285+15.6% | Added |
| Cubist Systematic Strategies, LLC | 107,201 | $2.36M | 0.03% | +53,186+98.5% | Added |
| Advisors Asset Management, Inc. | 112,511 | $2.48M | 0.04% | −36,054−24.3% | Reduced |
| Denali Advisors LLC | 113,850 | $2.51M | 0.26% | −2,554−2.2% | Reduced |
| Foundations Investment Advisors, LLC | 118,196 | $2.61M | 0.04% | +11,525+10.8% | Added |
| Argent Trust Co | 123,348 | $2.72M | 0.10% | +42,532+52.6% | Added |
| Marshall Wace, LLP | 147,162 | $3.24M | 0.00% | −101,586−40.8% | Reduced |
| Royal Bank of Canada | 149,055 | $3.29M | 0.00% | +79,916+115.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 172,597 | $3.80M | 0.00% | +38,419+28.6% | Added |
| Grace & White Inc | 174,597 | $3.85M | 0.70% | −2,000−1.1% | Reduced |
| Womack Financial LLC | 199,323 | $4.39M | 3.66% | +10,110+5.3% | Added |
| LPL Financial LLC | 205,640 | $4.53M | 0.00% | +7,962+4.0% | Added |
| Goldman Sachs Group Inc | 212,781 | $4.69M | 0.00% | −44,891−17.4% | Reduced |
| Muzinich & Co., Inc. | 225,790 | $4.98M | 2.27% | +88,419+64.4% | Added |
| Beacon Pointe Advisors, LLC | 226,212 | $4.99M | 0.05% | −188,277−45.4% | Reduced |
| Morgan Stanley | 227,396 | $5.01M | 0.00% | +67,598+42.3% | Added |
| HRT Financial LP | 242,080 | $5.33M | 0.02% | +154,384+176.0% | Added |
| First Manhattan Co | 258,986 | $5.71M | 0.02% | −28,150−9.8% | Reduced |
| Epiq Partners, LLC | 266,800 | $5.88M | 3.00% | +11,400+4.5% | Added |
| Raymond James Financial Inc | 286,597 | $6.32M | 0.00% | −14,003−4.7% | Reduced |
| Columbus Macro, LLC | 290,704 | $6.41M | 0.79% | +290,704 | New |
| Franklin Resources Inc | 290,762 | $6.41M | 0.00% | −7,861−2.6% | Reduced |
| BlackRock, Inc. | 320,720 | $7.07M | 0.00% | +58,889+22.5% | Added |
| Legal & General Group Plc | 332,746 | $7.33M | 0.00% | +14,573+4.6% | Added |
| Envestnet Asset Management Inc | 335,718 | $7.40M | 0.00% | +290,335+639.7% | Added |
| Cetera Investment Advisers | 361,722 | $7.97M | 0.01% | +289,778+402.8% | Added |
| Citadel Advisors LLC | 409,241 | $9.02M | 0.01% | +75,824+22.7% | Added |
| Zuckerman Investment Group, LLC | 460,375 | $10.1M | 0.98% | +33,355+7.8% | Added |
| Melia Wealth LLC | 464,973 | $10.2M | 4.91% | +42,665+10.1% | Added |
| Tectonic Advisors LLC | 521,686 | $11.5M | 0.67% | +81,213+18.4% | Added |
| Millennium Management LLC | 526,734 | $11.6M | 0.01% | +37,742+7.7% | Added |
| Balyasny Asset Management LLC | 546,280 | $12.0M | 0.03% | −256,856−32.0% | Reduced |
| Sound Income Strategies, LLC | 702,201 | $15.5M | 0.89% | +86,185+14.0% | Added |
| Two Sigma Investments, LP | 761,221 | $16.8M | 0.03% | −37,279−4.7% | Reduced |
| UBS Group AG | 783,060 | $17.3M | 0.00% | +486,183+163.8% | Added |
| Two Sigma Advisers, LP | 983,500 | $21.7M | 0.04% | −31,400−3.1% | Reduced |
| Van Eck Associates Corp | 1,347,300 | $29.7M | 0.03% | +180,368+15.5% | Added |
| Sanders Morris Harris LLC | 1,390,339 | $30.6M | 7.32% | −42,725−3.0% | Reduced |
| Union Bancaire Privee, UBP SA | 14,349 | – | – | +694+5.1% | Added |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −686,513−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −403,826−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −56,305−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −38,238−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −27,810−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −21,867−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −16,133−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,015−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −14,943−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −13,240−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,696−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,603−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −11,392−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −9,912−100.0% | Sold out |
| TCFG Wealth Management, LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −9,750−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,339−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −9,264−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |