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; 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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 13,966 | $332.0K | 0.02% | −5,454−28.1% | Reduced |
| JPMorgan Chase & Co | 13,949 | $328.1K | 0.00% | −741−5.0% | Reduced |
| FCG Investment Co | 13,763 | $327.1K | 0.11% | +3,094+29.0% | Added |
| US Bancorp | 13,700 | $325.6K | 0.00% | 00.0% | Unchanged |
| Black Swift Group, LLC | 13,550 | $322.1K | 0.05% | +13,550 | New |
| Eagle Global Advisors LLC | 13,515 | $321.3K | 0.01% | +4,165+44.5% | Added |
| Amundi | 13,279 | $315.6K | 0.00% | +13,279 | New |
| Engineers Gate Manager LP | 13,045 | $310.1K | 0.00% | −4,552−25.9% | Reduced |
| Mission Hills Financial Advisory, LLC | 12,836 | $305.1K | 0.13% | +12,836 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,758 | $303.3K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 12,521 | $297.6K | 0.07% | +13+0.1% | Added |
| D. E. Shaw & Co., Inc. | 12,437 | $295.6K | 0.00% | +12,437 | New |
| Creative Planning | 12,352 | $293.6K | 0.00% | +2,414+24.3% | Added |
| Core Wealth Partners LLC | 12,320 | $292.8K | 0.12% | +800+6.9% | Added |
| DRW Securities, LLC | 11,959 | $284.3K | 0.02% | +794+7.1% | Added |
| Arkadios Wealth Advisors | 11,902 | $282.9K | 0.00% | +11,902 | New |
| Brevan Howard Capital Management LP | 11,794 | $280.3K | 0.00% | −9,824−45.4% | Reduced |
| Two Sigma Securities, LLC | 11,558 | $274.7K | 0.02% | +11,558 | New |
| Colony Group, LLC | 11,442 | $272.0K | 0.00% | +482+4.4% | Added |
| Global Retirement Partners, LLC | 11,373 | $270.3K | 0.00% | +11,373 | New |
| ProShare Advisors LLC | 11,364 | $270.1K | 0.00% | +34+0.3% | Added |
| Geode Capital Management, LLC | 11,251 | $267.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,993 | $261.3K | 0.00% | +7,007+175.8% | Added |
| Squarepoint Ops LLC | 10,845 | $257.8K | 0.00% | +1,208+12.5% | Added |
| Mackenzie Financial Corp | 10,520 | $250.1K | 0.00% | +10,520 | New |
| Permanent Capital Management, LP | 9,820 | $233.4K | 0.03% | +9,820 | New |
| HighTower Advisors, LLC | 9,746 | $231.7K | 0.00% | −10.0% | Reduced |
| SageGuard Financial Group, LLC | 9,122 | $216.8K | 0.03% | −568−5.9% | Reduced |
| Sequoia Financial Advisors, LLC | 8,825 | $209.8K | 0.00% | +8,825 | New |
| Eight 31 Financial LLC | 8,750 | $208.0K | 0.12% | +8,750 | New |
| VPR Management LLC | 8,500 | $202.0K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 8,477 | $201.5K | 0.00% | +8,477 | New |
| Leonteq Securities AG | 7,000 | $166.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,535 | $155.3K | 0.00% | +947+16.9% | Added |
| Rialto Wealth Management, LLC | 4,809 | $114.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,185 | $99.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,096 | $97.4K | 0.01% | +98+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 4,000 | $95.1K | 0.00% | −409−9.3% | Reduced |
| IFG Advisory, LLC | 3,500 | $83.2K | 0.00% | +3,500 | New |
| The PNC Financial Services Group, Inc. | 3,088 | $73.4K | 0.00% | −1,566−33.6% | Reduced |
| Burk Holdings LLC | 3,068 | $72.9K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,975 | $71.0K | 0.00% | +72+2.5% | Added |
| Spire Wealth Management | 2,800 | $66.6K | 0.00% | +2,200+366.7% | Added |
| Signaturefd, LLC | 2,738 | $65.1K | 0.00% | −671−19.7% | 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 |
| Farther Finance Advisors, LLC | 2,438 | $57.9K | 0.00% | −264−9.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,319 | $55.1K | 0.00% | −10−0.4% | Reduced |
| State of Alaska, Department of Revenue | 2,237 | $53.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,094 | $49.8K | 0.01% | +2,094 | New |
| Steward Partners Investment Advisory, LLC | 1,810 | $43.0K | 0.00% | +1,810 | New |
| Triumph Capital Management | 1,750 | $41.6K | 0.01% | +350+25.0% | Added |
| Geneos Wealth Management Inc. | 1,630 | $38.7K | 0.00% | −300−15.5% | Reduced |
| Elequin Capital LP | 1,606 | $38.2K | 0.00% | +429+36.4% | Added |
| Allied Private Wealth LLC | 1,575 | $37.0K | 0.02% | +1,575 | New |
| Rockefeller Capital Management L.P. | 1,225 | $29.1K | 0.00% | +1,000+444.4% | Added |
| Jones Financial Companies LLLP | 1,206 | $27.9K | 0.00% | +50+4.3% | Added |
| North Star Investment Management Corp. | 1,025 | $24.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ronald Blue Trust, Inc. | 985 | $23.4K | 0.00% | −68−6.5% | Reduced |
| Heritage Wealth Advisors | 980 | $23.3K | 0.00% | +980 | New |
| Simplex Trading, LLC | 970 | $23.1K | 0.00% | −6,263−86.6% | Reduced |
| GWM Advisors LLC | 955 | $22.7K | 0.00% | +955 | New |
| Avion Wealth | 900 | $21.0K | 0.00% | +400+80.0% | Added |
| Key Capital Management, INC | 726 | $17.3K | 0.01% | −56−7.2% | Reduced |
| HHM Wealth Advisors, LLC | 700 | $16.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 662 | $15.7K | 0.00% | +314+90.2% | Added |
| 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 |
| Group One Trading, L.P. | 514 | $12.2K | 0.00% | −2,092−80.3% | Reduced |
| Hager Investment Management Services, LLC | 500 | $11.9K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 400 | $9.51K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 291 | $6.92K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 250 | $5.94K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $4.75K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 146 | $3.46K | 0.00% | +4+2.8% | Added |
| Valley National Advisers Inc | 100 | $2.38K | 0.00% | +100 | New |
| Quarry LP | 88 | $2.09K | 0.00% | −942−91.5% | Reduced |
| JFS Wealth Advisors, LLC | 69 | $1.64K | 0.00% | +69 | New |
| Delta Asset Management LLC | 60 | $1.43K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 34 | $798 | 0.00% | +1+3.0% | Added |
| Hilton Head Capital Partners, LLC | 30 | $713 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 27 | $642 | 0.00% | −35−56.5% | Reduced |
| Action Point Financial Planning, LLC | 14 | $333 | 0.00% | +14 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $119 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $71 | 0.00% | −24−88.9% | Reduced |
| Huntington National Bank | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,685 | – | – | 00.0% | Unchanged |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −19,172−100.0% | Sold out |
| Purpose Unlimited Inc. | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −9,293−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,852−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| PMV Capital Advisers, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |