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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.

Q3 2025 vs. Q2 2025

How the institutions holding Capital Southwest Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CSWC: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1773164−10
Shares17.8M23.2K16.7M−1.09M (−6.1%)
Value$392.9M$511.2K$363.9M−$28.5M (−7.3%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Capital Southwest Corp at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to CSWC in Q3 2025
InstitutionSharesValue% of portfolio
Neuberger Berman Group LLC105,692$2.31M0.00%
Vantage Financial Partners, LLC19,918$435.4K0.09%
FCG Investment Co19,314$422.2K0.20%
CI Private Wealth, LLC13,352$291.9K0.00%
Sciencast Management LP13,192$288.4K0.05%
Virtu Financial LLC11,154$244.0K0.01%
XTX Topco Ltd10,798$236.0K0.01%
Quadrature Capital Ltd10,605$231.5K0.00%
Centiva Capital, LP10,358$226.4K0.02%
Kingstone Capital Partners Texas, LLC9,678$212.0K0.12%
BNP Paribas Arbitrage, SA5,763$126.0K0.00%
Group One Trading, L.P.5,163$112.9K0.00%
Chilton Capital Management LLC3,500$76.5K0.00%
State of Alaska, Department of Revenue2,237$48.0K0.00%
Wealthspire Advisors, LLC1,418$31.0K0.00%
1620 Investment Advisors, Inc.650$14.2K0.01%
Principal Securities, Inc.462$10.1K0.00%
Russell Investments Group, Ltd.320$7.00K0.00%
Rockefeller Capital Management L.P.225$4.92K0.00%
First Horizon Corp200$4.37K0.00%
JFS Wealth Advisors, LLC200$4.37K0.00%
Assetmark, Inc3$660.00%
Citigroup Inc1$220.00%

Sold out (33)

Institutions that held Capital Southwest Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (3)

Institutions that held Capital Southwest Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSWC in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.10,830$238.7K
Atria Wealth Solutions, Inc.9,738$214.6K
First Horizon Advisors, Inc.2,628$57.9K