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.
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
- 189
- +23 vs. Q1 2026
- Shares held
- 17.3M
- +671.1K (+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
- 54 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 | 189 | $411.8M |
| Q1 2026 | 168 | $369.5M |
| Q4 2025 | 162 | $332.6M |
| Q3 2025 | 164 | $363.9M |
| Q2 2025 | 177 | $392.9M |
| Q1 2025 | 175 | $385.1M |
| Q4 2024 | 160 | $322.4M |
| Q3 2024 | 149 | $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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $71 | 0.00% | −24−88.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 5 | $119 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 14 | $333 | 0.00% | +14 | New |
| Caitong International Asset Management Co., Ltd | 27 | $642 | 0.00% | −35−56.5% | Reduced |
| Hilton Head Capital Partners, LLC | 30 | $713 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 34 | $798 | 0.00% | +1+3.0% | Added |
| Delta Asset Management LLC | 60 | $1.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $1.64K | 0.00% | +69 | New |
| Quarry LP | 88 | $2.09K | 0.00% | −942−91.5% | Reduced |
| Valley National Advisers Inc | 100 | $2.38K | 0.00% | +100 | New |
| Archer Investment Corp | 146 | $3.46K | 0.00% | +4+2.8% | Added |
| First Horizon Corp | 200 | $4.75K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 250 | $5.94K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 291 | $6.92K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 400 | $9.51K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $11.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 514 | $12.2K | 0.00% | −2,092−80.3% | Reduced |
| Central Trust Co | 600 | $14.3K | 0.00% | −2,100−77.8% | Reduced |
| Toth Financial Advisory Corp | 600 | $14.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 662 | $15.7K | 0.00% | +314+90.2% | Added |
| HHM Wealth Advisors, LLC | 700 | $16.6K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 726 | $17.3K | 0.01% | −56−7.2% | Reduced |
| Avion Wealth | 900 | $21.0K | 0.00% | +400+80.0% | Added |
| GWM Advisors LLC | 955 | $22.7K | 0.00% | +955 | New |
| Simplex Trading, LLC | 970 | $23.1K | 0.00% | −6,263−86.6% | Reduced |
| Heritage Wealth Advisors | 980 | $23.3K | 0.00% | +980 | New |
| Ronald Blue Trust, Inc. | 985 | $23.4K | 0.00% | −68−6.5% | Reduced |
| Larson Financial Group LLC | 1,000 | $23.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $23.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,025 | $24.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,206 | $27.9K | 0.00% | +50+4.3% | Added |
| Rockefeller Capital Management L.P. | 1,225 | $29.1K | 0.00% | +1,000+444.4% | Added |
| Allied Private Wealth LLC | 1,575 | $37.0K | 0.02% | +1,575 | New |
| Elequin Capital LP | 1,606 | $38.2K | 0.00% | +429+36.4% | Added |
| Geneos Wealth Management Inc. | 1,630 | $38.7K | 0.00% | −300−15.5% | Reduced |
| Triumph Capital Management | 1,750 | $41.6K | 0.01% | +350+25.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,810 | $43.0K | 0.00% | +1,810 | New |
| Highline Wealth Partners LLC | 2,094 | $49.8K | 0.01% | +2,094 | New |
| State of Alaska, Department of Revenue | 2,237 | $53.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,319 | $55.1K | 0.00% | −10−0.4% | Reduced |
| Farther Finance Advisors, LLC | 2,438 | $57.9K | 0.00% | −264−9.8% | Reduced |
| Osbon Capital Management LLC | 2,500 | $59.4K | 0.05% | −150−5.7% | Reduced |
| Washington Trust Advisors, Inc. | 2,500 | $59.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,738 | $65.1K | 0.00% | −671−19.7% | Reduced |
| Spire Wealth Management | 2,800 | $66.6K | 0.00% | +2,200+366.7% | Added |
| Capital Analysts, LLC | 2,975 | $71.0K | 0.00% | +72+2.5% | Added |
| Burk Holdings LLC | 3,068 | $72.9K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,088 | $73.4K | 0.00% | −1,566−33.6% | Reduced |
| IFG Advisory, LLC | 3,500 | $83.2K | 0.00% | +3,500 | New |
| Northwestern Mutual Wealth Management Co | 4,000 | $95.1K | 0.00% | −409−9.3% | Reduced |
| Hollencrest Capital Management | 4,096 | $97.4K | 0.01% | +98+2.5% | Added |
| Parallel Advisors, LLC | 4,185 | $99.5K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4,809 | $114.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 6,535 | $155.3K | 0.00% | +947+16.9% | Added |
| Leonteq Securities AG | 7,000 | $166.4K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 8,477 | $201.5K | 0.00% | +8,477 | New |
| VPR Management LLC | 8,500 | $202.0K | 0.08% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 8,750 | $208.0K | 0.12% | +8,750 | New |
| Sequoia Financial Advisors, LLC | 8,825 | $209.8K | 0.00% | +8,825 | New |
| SageGuard Financial Group, LLC | 9,122 | $216.8K | 0.03% | −568−5.9% | Reduced |
| HighTower Advisors, LLC | 9,746 | $231.7K | 0.00% | −10.0% | Reduced |
| Permanent Capital Management, LP | 9,820 | $233.4K | 0.03% | +9,820 | New |
| Mackenzie Financial Corp | 10,520 | $250.1K | 0.00% | +10,520 | New |
| Squarepoint Ops LLC | 10,845 | $257.8K | 0.00% | +1,208+12.5% | Added |
| Wells Fargo & Company | 10,993 | $261.3K | 0.00% | +7,007+175.8% | Added |
| Geode Capital Management, LLC | 11,251 | $267.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,364 | $270.1K | 0.00% | +34+0.3% | Added |
| Global Retirement Partners, LLC | 11,373 | $270.3K | 0.00% | +11,373 | New |
| Colony Group, LLC | 11,442 | $272.0K | 0.00% | +482+4.4% | Added |
| Two Sigma Securities, LLC | 11,558 | $274.7K | 0.02% | +11,558 | New |
| Brevan Howard Capital Management LP | 11,794 | $280.3K | 0.00% | −9,824−45.4% | Reduced |
| Arkadios Wealth Advisors | 11,902 | $282.9K | 0.00% | +11,902 | New |
| DRW Securities, LLC | 11,959 | $284.3K | 0.02% | +794+7.1% | Added |
| Core Wealth Partners LLC | 12,320 | $292.8K | 0.12% | +800+6.9% | Added |
| Creative Planning | 12,352 | $293.6K | 0.00% | +2,414+24.3% | Added |
| D. E. Shaw & Co., Inc. | 12,437 | $295.6K | 0.00% | +12,437 | New |
| Accel Wealth Management | 12,521 | $297.6K | 0.07% | +13+0.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,758 | $303.3K | 0.01% | 00.0% | Unchanged |
| Mission Hills Financial Advisory, LLC | 12,836 | $305.1K | 0.13% | +12,836 | New |
| Engineers Gate Manager LP | 13,045 | $310.1K | 0.00% | −4,552−25.9% | Reduced |
| Amundi | 13,279 | $315.6K | 0.00% | +13,279 | New |
| Eagle Global Advisors LLC | 13,515 | $321.3K | 0.01% | +4,165+44.5% | Added |
| Black Swift Group, LLC | 13,550 | $322.1K | 0.05% | +13,550 | New |
| US Bancorp | 13,700 | $325.6K | 0.00% | 00.0% | Unchanged |
| FCG Investment Co | 13,763 | $327.1K | 0.11% | +3,094+29.0% | Added |
| JPMorgan Chase & Co | 13,949 | $328.1K | 0.00% | −741−5.0% | Reduced |
| Dearborn Partners LLC | 13,966 | $332.0K | 0.02% | −5,454−28.1% | Reduced |
| Change Path, LLC | 15,016 | $356.9K | 0.01% | −5,814−27.9% | Reduced |
| Belpointe Asset Management LLC | 15,354 | $365.0K | 0.01% | −447−2.8% | Reduced |
| Brown Advisory Inc | 15,770 | $374.9K | 0.00% | +15,770 | New |
| Samalin Investment Counsel, LLC | 16,005 | $380.4K | 0.12% | −6,876−30.1% | Reduced |
| Virtus Investment Advisers, Inc. | 16,171 | $384.4K | 0.09% | −6,293−28.0% | Reduced |
| Fund Advisors of America Inc | 16,578 | $394.1K | 0.36% | −1,848−10.0% | Reduced |
| LBMC Investment Advisors, LLC | 18,250 | $433.8K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 18,272 | $434.3K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 18,428 | $438.0K | 0.00% | +18,428 | New |
| Wedbush Securities Inc | 19,276 | $458.0K | 0.01% | +2,898+17.7% | Added |
| Closed-End Fund Advisors, Inc. | 19,487 | $463.2K | 0.45% | −11,101−36.3% | Reduced |
| Zuckerman Investment Group, LLC | 21,371 | $508.0K | 0.04% | −566−2.6% | Reduced |