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; 190 institutions reported holding it in 13F filings for Q2 2026, worth $411.8M 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
- 190
- +23 vs. Q1 2026
- Shares held
- 17.3M
- +671.0K (+4.0%) vs. Q1 2026
- Total value
- $411.8M
- +$43.6M (+11.8%) vs. Q1 2026
- New holders
- 34
- 72 more added
- Sold out
- 11
- 55 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 | 190 | $411.8M |
| Q1 2026 | 169 | $369.5M |
| Q4 2025 | 164 | $332.6M |
| Q3 2025 | 166 | $363.9M |
| Q2 2025 | 179 | $392.9M |
| Q1 2025 | 177 | $385.1M |
| Q4 2024 | 162 | $322.4M |
| Q3 2024 | 150 | $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 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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,526,667 | $36.3M | 0.02% | +399,106+35.4% | Added |
| UBS Group AG | 1,218,244 | $29.0M | 0.00% | +364,113+42.6% | Added |
| Two Sigma Investments, LP | 1,180,391 | $28.1M | 0.02% | −1,169,257−49.8% | Reduced |
| 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 |
| 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 | 490,926 | $11.7M | 0.01% | +38,228+8.4% | Added |
| Muzinich & Co., Inc. | 435,909 | $10.4M | 3.54% | +9,666+2.3% | Added |
| Envestnet Asset Management Inc | 417,574 | $9.93M | 0.00% | +14,648+3.6% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Foundations Investment Advisors, LLC | 129,161 | $3.07M | 0.03% | −6,292−4.6% | Reduced |
| 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 |
| Hodges Capital Management Inc. | 112,283 | $2.67M | 0.18% | +2,008+1.8% | Added |
| 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 |
| 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 |
| SMH Capital Advisors Inc | 80,072 | $1.90M | 7.46% | +1,708+2.2% | 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% | +40,000+114.3% | Added |
| 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 |
| Kestra Advisory Services, LLC | 64,703 | $1.54M | 0.00% | +7,839+13.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 63,291 | $1.50M | 0.00% | +7,476+13.4% | 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 |
| 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 |
| 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 |
| 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 |
| Jump Financial, LLC | 26,405 | $627.6K | 0.01% | +26,405 | New |
| Northern Trust Corp | 26,157 | $621.8K | 0.00% | −494−1.9% | Reduced |
| Millennium Management LLC | 24,481 | $581.9K | 0.00% | −180,067−88.0% | Reduced |
| Arlington Capital Management, Inc. | 24,202 | $575.3K | 0.36% | +2,637+12.2% | Added |
| Invesco Ltd. | 24,009 | $570.7K | 0.00% | −2,309−8.8% | Reduced |
| Goldman Sachs Group Inc | 23,312 | $554.1K | 0.00% | +23,312 | New |
| Apollon Wealth Management, LLC | 22,681 | $539.1K | 0.01% | −1,967−8.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,979 | $522.4K | 0.07% | −2,275−9.4% | Reduced |
| Gsa Capital Partners LLP | 21,812 | $518.0K | 0.03% | +21,812 | New |
| Zuckerman Investment Group, LLC | 21,371 | $508.0K | 0.04% | −566−2.6% | Reduced |
| Closed-End Fund Advisors, Inc. | 19,487 | $463.2K | 0.45% | −11,101−36.3% | Reduced |
| Wedbush Securities Inc | 19,276 | $458.0K | 0.01% | +2,898+17.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,428 | $438.0K | 0.00% | +18,428 | New |
| Monticello Wealth Management, LLC | 18,272 | $434.3K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 18,250 | $433.8K | 0.02% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 16,578 | $394.1K | 0.36% | −1,848−10.0% | Reduced |
| Virtus Investment Advisers, Inc. | 16,171 | $384.4K | 0.09% | −6,293−28.0% | Reduced |
| Samalin Investment Counsel, LLC | 16,005 | $380.4K | 0.12% | −6,876−30.1% | Reduced |
| Brown Advisory Inc | 15,770 | $374.9K | 0.00% | +15,770 | New |
| Belpointe Asset Management LLC | 15,354 | $365.0K | 0.01% | −447−2.8% | Reduced |
| Change Path, LLC | 15,016 | $356.9K | 0.01% | −5,814−27.9% | Reduced |