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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.

Q4 2025 vs. Q3 2025

How the institutions holding Capital Southwest Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of CSWC: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1643162+1
Shares16.7M23.0K15.0M−1.74M (−10.4%)
Value$363.9M$503.0K$332.6M−$30.8M (−8.5%)

3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Capital Southwest Corp at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CSWC in Q4 2025
InstitutionSharesValue% of portfolio
Connor, Clark & Lunn Investment Management Ltd.188,921$4.18M0.01%
GraniteShares Advisors LLC122,472$2.71M1.65%
Closed-End Fund Advisors, Inc.113,731$2.52M1.49%
Barclays PLC97,739$2.16M0.00%
FJ Capital Management LLC92,685$2.05M0.23%
Atom Investors LP65,809$1.46M0.12%
Symphony Financial, Ltd. Co.39,441$870.5K0.12%
Belpointe Asset Management LLC23,582$522.3K0.02%
Fund Advisors of America Inc20,620$456.7K0.42%
Ameriprise Financial Inc20,106$445.3K0.00%
Accel Wealth Management12,495$276.8K0.08%
SageGuard Financial Group, LLC12,113$268.3K0.04%
Catalina Capital Group, LLC11,897$263.5K0.16%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,677$81.0K0.00%
Osbon Capital Management LLC2,500$55.4K0.05%
SageView Advisory Group, LLC1,551$34.4K0.00%
Triumph Capital Management1,400$31.0K0.01%
Jones Financial Companies LLLP804$17.8K0.00%
Key Capital Management, INC514$11.4K0.01%
Avion Wealth500$11.0K0.00%
Quarry LP280$6.20K0.00%
Archer Investment Corp138$3.05K0.00%
Flagship Harbor Advisors, LLC109$2.42K0.00%
CX Institutional100$2.00K0.00%
Essential Partners LLC82$1.82K0.00%
Weiss Asset Management LP44$9750.00%

Sold out (25)

Institutions that held Capital Southwest Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Not filed for Q4 2025 yet (3)

Institutions that held Capital Southwest Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSWC in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
FCG Investment Co19,314$422.2K
Cubist Systematic Strategies, LLC2,312$50.5K
Promus Capital, LLC1,384$30.3K