Capital Southwest Corp

CSWC

Exchange: Nasdaq
SEC CIK: 0000017313

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding Capital Southwest Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of CSWC: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	162	4	168	+10
Shares	15.0M	33.2K	16.7M	+1.79M (+12.0%)
Value	$332.6M	$734.9K	$369.5M	+$37.7M (+11.3%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Capital Southwest Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to CSWC in Q1 2026
Institution	Shares	Value	% of portfolio
Sanders Morris Harris LLC	1,111,173	$24.6M	3.90%
Empowered Funds, LLC	619,098	$13.7M	0.09%
Empirical Finance, LLC	618,866	$13.7M	0.64%
Truvestments Capital LLC	72,746	$1.61M	0.29%
BNP Paribas Arbitrage, SA	56,578	$1.25M	0.00%
Militia Capital Management LLC	35,000	$774.2K	0.17%
AlphaCore Capital LLC	30,996	$685.6K	0.02%
Greenland Capital Management LP	26,000	$575.1K	0.11%
Arlington Capital Management, Inc.	21,565	$477.0K	0.27%
Bayshore Capital Advisors, LLC	20,500	$453.5K	0.19%
Oxford Asset Management LLP	19,172	$424.1K	0.17%
Purpose Unlimited Inc.	19,000	$408.1K	0.02%
Independent Financial Group, LLC	18,416	$407.4K	0.01%
Engineers Gate Manager LP	17,597	$389.2K	0.00%
Inspire Advisors, LLC	14,608	$323.1K	0.03%
Occudo Quantitative Strategies LP	12,877	$309.0K	0.02%
XTX Topco Ltd	13,313	$294.5K	0.01%
DRW Securities, LLC	11,165	$247.0K	0.01%
Colony Group, LLC	10,960	$242.4K	0.00%
FCG Investment Co	10,669	$236.0K	0.10%
Creative Planning	9,938	$219.8K	0.00%
Squarepoint Ops LLC	9,637	$213.2K	0.00%
Eagle Global Advisors LLC	9,350	$206.8K	0.01%
Burk Holdings LLC	3,068	$67.9K	0.03%
Central Trust Co	2,700	$59.7K	0.00%
Bryn Mawr Trust Co	1,600	$35.4K	0.00%
Elequin Capital LP	1,177	$26.0K	0.00%
Tower Research Capital LLC (TRC)	802	$17.7K	0.00%
Beaird Harris Wealth Management, LLC	197	$4.36K	0.00%
Hilton Head Capital Partners, LLC	30	$664	0.00%
PMV Capital Advisers, LLC	2	$45	0.00%
Citigroup Inc	1	$22	0.00%

Sold out (22)

Institutions that held Capital Southwest Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of CSWC in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Two Sigma Advisers, LP	1,062,917	$23.5M
Goldman Sachs Group Inc	229,086	$5.07M
Connor, Clark & Lunn Investment Management Ltd.	188,921	$4.18M
Barclays PLC	97,739	$2.16M
FJ Capital Management LLC	92,685	$2.05M
Verition Fund Management LLC	88,378	$1.96M
Sovereign's Capital Management, LLC	76,522	$1.69M
Atom Investors LP	65,809	$1.46M
Aquatic Capital Management LLC	35,950	$796.3K
Caxton Associates LLP	26,267	$581.8K
Gsa Capital Partners LLP	22,564	$500.0K
Point72 Asset Management, L.P.	13,784	$305.3K
Catalina Capital Group, LLC	11,897	$263.5K
Grimes & Company, Inc.	9,261	$205.1K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	3,677	$81.0K
TCTC Holdings, LLC	2,136	$47.3K
SageView Advisory Group, LLC	1,551	$34.4K
1620 Investment Advisors, Inc.	500	$11.1K
Nomura Asset Management Co Ltd	447	$9.90K
Flagship Harbor Advisors, LLC	109	$2.42K
CX Institutional	100	$2.00K
Essential Partners LLC	82	$1.82K

Not filed for Q1 2026 yet (4)

Institutions that held Capital Southwest Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSWC in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vantage Financial Partners, LLC	19,918	$441.2K
Global Retirement Partners, LLC	11,587	$256.7K
CIBC Private Wealth Group, LLC	1,340	$29.7K
Redmont Wealth Advisors LLC	335	$7.42K