Capital Southwest Corp
CSWC- Exchange
- Nasdaq
- SEC CIK
- 0000017313
In the last 90 days, Capital Southwest Corp insiders filed 1 open-market purchase and 0 sales; 215 institutions reported holding it in 13F filings for Q2 2026, worth $680.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Capital Southwest Corp as of Jun 30, 2026. 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
- 215
- +21 vs. Q1 2026
- Shares held
- 43.8M
- −11.5M (−20.8%) vs. Q1 2026
- Total value
- $680.4M
- +$74.1M (+12.2%) vs. Q1 2026
- New holders
- 34
- 73 more added
- Sold out
- 13
- 56 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 215 | $680.4M |
| Q1 2026 | 196 | $607.6M |
| Q4 2025 | 195 | $578.3M |
| Q3 2025 | 188 | $605.4M |
| Q2 2025 | 200 | $647.9M |
| Q1 2025 | 199 | $593.7M |
| Q4 2024 | 188 | $506.7M |
| Q3 2024 | 149 | $290.2M |
| Q2 2024 | 145 | $289.8M |
| Q1 2024 | 140 | $270.7M |
| Q4 2023 | 136 | $243.7M |
| 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 | $144.5M |
| Q4 2021 | 91 | $148.8M |
| Q3 2021 | 83 | $144.9M |
| Q2 2021 | 91 | $139.6M |
| Q1 2021 | 80 | $132.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Capital Southwest Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Foursixthree Capital LP | – | $70.0M | 14.62% | – | – |
| Millennium Management LLC | 24,481 | $54.1M | 0.04% | −180,067−88.0% | Reduced |
| Two Sigma Investments, LP | 1,180,391 | $43.4M | 0.03% | −1,169,257−49.8% | Reduced |
| Van Eck Associates Corp | 1,526,667 | $36.3M | 0.02% | +399,106+35.4% | Added |
| Jump Financial, LLC | 26,405 | $29.7M | 0.27% | – | – |
| UBS Group AG | 1,218,244 | $29.0M | 0.00% | +364,113+42.6% | Added |
| Sound Income Strategies, LLC | 934,321 | $22.2M | 1.00% | +30,992+3.4% | Added |
| Sanders Morris Harris LLC | 759,992 | $18.1M | 10.48% | −351,181−31.6% | Reduced |
| Victory Capital Management Inc | 15,358,000 | $16.0M | 0.01% | +1,248,000+8.8% | Added |
| Wolverine Asset Management LLC | – | $15.4M | 0.20% | – | – |
| Empowered Funds, LLC | 525,697 | $12.5M | 0.07% | −93,401−15.1% | Reduced |
| Empirical Finance, LLC | 525,500 | $12.5M | 0.52% | −93,366−15.1% | Reduced |
| Legal & General Group Plc | 499,715 | $11.9M | 0.00% | +56,577+12.8% | Added |
| Cetera Investment Advisers | 506,926 | $11.7M | 0.01% | +38,228+8.2% | Added |
| HBK Investments L P | – | $11.3M | 0.13% | – | – |
| Muzinich & Co., Inc. | 435,909 | $10.4M | 3.54% | +9,666+2.3% | Added |
| Envestnet Asset Management Inc | 466,574 | $9.98M | 0.00% | +14,648+3.2% | Added |
| Income Research & Management | 9,227,000 | $9.60M | 5.20% | −900,000−8.9% | Reduced |
| LPL Financial LLC | 402,585 | $9.57M | 0.00% | +170,872+73.7% | Added |
| Franklin Resources Inc | 379,686 | $9.03M | 0.00% | +50,565+15.4% | Added |
| Melia Wealth LLC | 377,760 | $8.98M | 5.17% | −137,718−26.7% | Reduced |
| Columbus Macro, LLC | 374,871 | $8.91M | 0.87% | +17,090+4.8% | Added |
| Tectonic Advisors LLC | 355,370 | $8.45M | 0.41% | +355,370 | New |
| Context Capital Management, LLC | – | $7.98M | 0.16% | – | – |
| Schroder Investment Management Group | – | $7.61M | 0.01% | – | – |
| BlackRock, Inc. | 300,377 | $7.14M | 0.00% | +23,887+8.6% | Added |
| Epiq Partners, LLC | 294,003 | $6.99M | 2.96% | −18,323−5.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 291,778 | $6.94M | 0.00% | +7,000+2.5% | Added |
| Raymond James Financial Inc | 269,532 | $6.41M | 0.00% | +4,873+1.8% | Added |
| Union Bancaire Privee, UBP SA | 1,685 | $6.31M | 0.07% | 00.0% | Unchanged |
| Womack Financial LLC | 230,538 | $5.48M | 3.62% | −1,737−0.7% | Reduced |
| Morgan Stanley | 215,970 | $5.13M | 0.00% | +31,942+17.4% | Added |
| Beacon Pointe Advisors, LLC | 197,768 | $4.70M | 0.02% | +1,000+0.5% | Added |
| Advent Capital Management | – | $4.25M | 0.10% | – | – |
| JPMorgan Chase & Co | 13,949 | $4.18M | 0.00% | −741−5.0% | Reduced |
| First Manhattan Co | 167,842 | $3.99M | 0.01% | −21,017−11.1% | Reduced |
| Naviter Wealth, LLC | 167,732 | $3.99M | 0.36% | +43,162+34.6% | Added |
| Schonfeld Strategic Advisors LLC | 160,021 | $3.80M | 0.02% | +160,021 | New |
| Grace & White Inc | 159,697 | $3.80M | 0.60% | −5,000−3.0% | Reduced |
| HRT Financial LP | 157,937 | $3.75M | 0.01% | +64,521+69.1% | Added |
| Laffer Tengler Investments | 3,372 | $3.56M | 0.45% | – | – |
| Walleye Capital LLC | – | $3.13M | 0.01% | – | – |
| Foundations Investment Advisors, LLC | 129,161 | $3.07M | 0.03% | −6,292−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 126,582 | $3.01M | 0.00% | +70,767+126.8% | Added |
| GraniteShares Advisors LLC | 126,444 | $3.01M | 1.93% | +16,550+15.1% | Added |
| Marshall Wace, LLP | 120,787 | $2.87M | 0.00% | +120,787 | New |
| SMH Capital Advisors Inc | 963,072 | $2.82M | 11.06% | −10,509,292−91.6% | Reduced |
| Hodges Capital Management Inc. | 112,283 | $2.67M | 0.18% | +2,008+1.8% | Added |
| Ssi Investment Management LLC | – | $2.60M | 0.15% | – | – |
| Ameriprise Financial Inc | 103,851 | $2.47M | 0.00% | −1,624−1.5% | Reduced |
| Trexquant Investment LP | 103,686 | $2.46M | 0.02% | +94,073+978.6% | Added |
| Advisors Asset Management, Inc. | 98,619 | $2.34M | 0.04% | −9,781−9.0% | Reduced |
| XTX Topco Ltd | 97,027 | $2.31M | 0.03% | +83,714+628.8% | Added |
| Confluence Investment Management LLC | 95,362 | $2.27M | 0.04% | +230.0% | Added |
| First Dallas Securities Inc. | 90,468 | $2.15M | 0.71% | +777+0.9% | Added |
| Citadel Advisors LLC | 88,251 | $2.10M | 0.00% | +88,251 | New |
| Ares Systematic Credit Ltd | – | $2.09M | 1.27% | – | – |
| Inspire Advisors, LLC | 87,762 | $2.09M | 0.15% | +73,154+500.8% | Added |
| Bank of America Corp | 86,011 | $2.04M | 0.00% | +44,237+105.9% | Added |
| Neuberger Berman Group LLC | 84,495 | $2.01M | 0.00% | −7,978−8.6% | Reduced |
| Benjamin Edwards Inc | 83,697 | $1.99M | 0.02% | −4,528−5.1% | Reduced |
| State Street Corp | 80,442 | $1.91M | 0.00% | +11,380+16.5% | Added |
| Truvestments Capital LLC | 78,667 | $1.87M | 0.28% | +5,921+8.1% | Added |
| Great West Life Assurance Co | 77,938 | $1.85M | 0.00% | +12,332+18.8% | Added |
| Balyasny Asset Management LLC | 77,193 | $1.83M | 0.00% | −13,715−15.1% | Reduced |
| Militia Capital Management LLC | 75,000 | $1.78M | 0.32% | −30,000−28.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 74,653 | $1.77M | 0.34% | +3,479+4.9% | Added |
| Denali Advisors LLC | 72,014 | $1.71M | 0.17% | −3,833−5.1% | Reduced |
| National Asset Management, Inc. | 69,775 | $1.64M | 0.09% | +150.0% | Added |
| BNP Paribas Arbitrage, SA | 66,615 | $1.58M | 0.00% | +10,037+17.7% | Added |
| Cozad Asset Management Inc | 66,133 | $1.57M | 0.10% | +6,266+10.5% | Added |
| Eagle Point Credit Management LLC | – | $1.55M | 2.34% | – | – |
| Kestra Advisory Services, LLC | 64,703 | $1.54M | 0.00% | +7,839+13.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 62,374 | $1.48M | 0.04% | −1,371−2.2% | Reduced |
| Moerus Capital Management LLC | 61,698 | $1.47M | 0.65% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 59,115 | $1.41M | 0.03% | +40,699+221.0% | Added |
| Jane Street Group, LLC | 57,116 | $1.36M | 0.00% | −21,859−27.7% | Reduced |
| Wells Fargo & Company | 10,993 | $1.25M | 0.00% | +7,007+175.8% | Added |
| Mariner, LLC | 51,258 | $1.22M | 0.00% | +19,363+60.7% | Added |
| Catalyst Capital Advisors LLC | 49,000 | $1.16M | 0.02% | 00.0% | Unchanged |
| Bayshore Capital Advisors, LLC | 48,320 | $1.15M | 0.54% | +27,820+135.7% | Added |
| Voloridge Investment Management, LLC | 45,257 | $1.08M | 0.00% | −102,062−69.3% | Reduced |
| Quantbot Technologies LP | 43,455 | $1.03M | 0.04% | +27,722+176.2% | Added |
| Royal Bank of Canada | 42,721 | $1.01M | 0.00% | +19,448+83.6% | Added |
| Symphony Financial, Ltd. Co. | 42,154 | $991.5K | 0.11% | +1,185+2.9% | Added |
| Cornerstone Wealth Management, LLC | 40,813 | $970.1K | 0.04% | +225+0.6% | Added |
| Navellier & Associates Inc | 38,884 | $924.3K | 0.07% | +38,884 | New |
| Brookstone Capital Management | 38,697 | $919.8K | 0.01% | +38,697 | New |
| Janney Montgomery Scott LLC | 37,445 | $890.0K | 0.00% | +37,445 | New |
| Caldwell Sutter Capital, Inc. | 36,618 | $870.4K | 0.33% | −400−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 36,203 | $860.6K | 0.00% | −18,825−34.2% | Reduced |
| Dearborn Partners LLC | 33,386 | $761.6K | 0.02% | +13,966+71.9% | Added |
| Guggenheim Capital LLC | 31,550 | $749.9K | 0.00% | +2,333+8.0% | Added |
| AlphaCore Capital LLC | 31,546 | $749.9K | 0.01% | +550+1.8% | Added |
| Occudo Quantitative Strategies LP | 30,530 | $725.7K | 0.04% | +17,653+137.1% | Added |
| Greenland Capital Management LP | 29,000 | $689.3K | 0.13% | +3,000+11.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 246,428 | $675.1K | 0.00% | +17,428+7.6% | Added |
| Advisor Group Holdings, Inc. | 27,535 | $654.5K | 0.00% | +10,098+57.9% | Added |
| GEN Financial Management, INC. | 26,569 | $631.5K | 0.38% | +26,569 | New |
| Northern Trust Corp | 26,157 | $621.8K | 0.00% | −494−1.9% | Reduced |