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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.

Q2 2026 vs. Q1 2026

How the institutions holding Capital Southwest Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of CSWC: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1682189+23
Shares16.7M58.7K17.3M+671.1K (+4.0%)
Value$369.5M$1.30M$411.8M+$43.6M (+11.8%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Capital Southwest Corp at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to CSWC in Q2 2026
InstitutionSharesValue% of portfolio
Tectonic Advisors LLC355,370$8.45M0.41%
Schonfeld Strategic Advisors LLC160,021$3.80M0.02%
Marshall Wace, LLP120,787$2.87M0.00%
Citadel Advisors LLC88,251$2.10M0.00%
Navellier & Associates Inc38,884$924.3K0.07%
Brookstone Capital Management38,697$919.8K0.01%
Janney Montgomery Scott LLC37,445$890.0K0.00%
GEN Financial Management, INC.26,569$631.5K0.38%
Jump Financial, LLC26,405$627.6K0.01%
Goldman Sachs Group Inc23,312$554.1K0.00%
Gsa Capital Partners LLP21,812$518.0K0.03%
Wiley Bros.-Aintree Capital, LLC18,428$438.0K0.00%
Brown Advisory Inc15,770$374.9K0.00%
Black Swift Group, LLC13,550$322.1K0.05%
Amundi13,279$315.6K0.00%
Mission Hills Financial Advisory, LLC12,836$305.1K0.13%
D. E. Shaw & Co., Inc.12,437$295.6K0.00%
Arkadios Wealth Advisors11,902$282.9K0.00%
Two Sigma Securities, LLC11,558$274.7K0.02%
Global Retirement Partners, LLC11,373$270.3K0.00%
Mackenzie Financial Corp10,520$250.1K0.00%
Permanent Capital Management, LP9,820$233.4K0.03%
Sequoia Financial Advisors, LLC8,825$209.8K0.00%
Eight 31 Financial LLC8,750$208.0K0.12%
Bank of Montreal8,477$201.5K0.00%
IFG Advisory, LLC3,500$83.2K0.00%
Highline Wealth Partners LLC2,094$49.8K0.01%
Steward Partners Investment Advisory, LLC1,810$43.0K0.00%
Allied Private Wealth LLC1,575$37.0K0.02%
Heritage Wealth Advisors980$23.3K0.00%
GWM Advisors LLC955$22.7K0.00%
Valley National Advisers Inc100$2.38K0.00%
JFS Wealth Advisors, LLC69$1.64K0.00%
Action Point Financial Planning, LLC14$3330.00%

Sold out (11)

Institutions that held Capital Southwest Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CSWC in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Oxford Asset Management LLP19,172$424.1K
Purpose Unlimited Inc.19,000$408.1K
Vident Advisory, LLC9,293$205.6K
MAI Capital Management3,051$67.5K
Weiss Asset Management LP2,852$63.1K
Bryn Mawr Trust Co1,600$35.4K
Tower Research Capital LLC (TRC)802$17.7K
Chilton Capital Management LLC450$9.95K
Beaird Harris Wealth Management, LLC197$4.36K
PMV Capital Advisers, LLC2$45
Citigroup Inc1$22

Not filed for Q2 2026 yet (2)

Institutions that held Capital Southwest Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSWC in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Sunbelt Securities, Inc.37,030$819.1K
CWM, LLC21,621$478.3K