Capital Southwest Corp
CSWC- 交易所
- Nasdaq
- SEC CIK
- 0000017313
近 90 天，Capital Southwest Corp 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 215 家機構在 13F 申報持有，市值合計 $6.80 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Capital Southwest Corp 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 215
- 較 2026 年第 1 季 +21 家
- 持有股數
- 4,382 萬
- 較 2026 年第 1 季 −1,150 萬 (−20.8%)
- 總市值
- $6.80 億
- 較 2026 年第 1 季 +$7,412 萬 (+12.2%)
- 新進機構
- 34
- 另有 73 家加碼
- 清倉機構
- 13
- 另有 56 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CSWC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 215 | $6.80 億 |
| 2026 年第 1 季 | 196 | $6.08 億 |
| 2025 年第 4 季 | 195 | $5.78 億 |
| 2025 年第 3 季 | 188 | $6.05 億 |
| 2025 年第 2 季 | 200 | $6.48 億 |
| 2025 年第 1 季 | 199 | $5.94 億 |
| 2024 年第 4 季 | 188 | $5.07 億 |
| 2024 年第 3 季 | 149 | $2.90 億 |
| 2024 年第 2 季 | 145 | $2.90 億 |
| 2024 年第 1 季 | 140 | $2.71 億 |
| 2023 年第 4 季 | 136 | $2.44 億 |
| 2023 年第 3 季 | 114 | $1.96 億 |
| 2023 年第 2 季 | 110 | $1.63 億 |
| 2023 年第 1 季 | 101 | $1.45 億 |
| 2022 年第 4 季 | 102 | $1.54 億 |
| 2022 年第 3 季 | 89 | $1.32 億 |
| 2022 年第 2 季 | 101 | $1.41 億 |
| 2022 年第 1 季 | 88 | $1.44 億 |
| 2021 年第 4 季 | 91 | $1.49 億 |
| 2021 年第 3 季 | 83 | $1.45 億 |
| 2021 年第 2 季 | 91 | $1.40 億 |
| 2021 年第 1 季 | 80 | $1.32 億 |
2026 年第 2 季持有機構
每家機構持有 Capital Southwest Corp 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Foursixthree Capital LP | – | $7,001 萬 | 14.62% | – | – |
| Millennium Management LLC | 24,481 | $5,412 萬 | 0.04% | −180,067−88.0% | 減碼 |
| Two Sigma Investments, LP | 1,180,391 | $4,338 萬 | 0.03% | −1,169,257−49.8% | 減碼 |
| Van Eck Associates Corp | 1,526,667 | $3,629 萬 | 0.02% | +399,106+35.4% | 加碼 |
| Jump Financial, LLC | 26,405 | $2,972 萬 | 0.27% | – | – |
| UBS Group AG | 1,218,244 | $2,896 萬 | 0.00% | +364,113+42.6% | 加碼 |
| Sound Income Strategies, LLC | 934,321 | $2,221 萬 | 1.00% | +30,992+3.4% | 加碼 |
| Sanders Morris Harris LLC | 759,992 | $1,807 萬 | 10.48% | −351,181−31.6% | 減碼 |
| Victory Capital Management Inc | 15,358,000 | $1,603 萬 | 0.01% | +1,248,000+8.8% | 加碼 |
| Wolverine Asset Management LLC | – | $1,544 萬 | 0.20% | – | – |
| Empowered Funds, LLC | 525,697 | $1,250 萬 | 0.07% | −93,401−15.1% | 減碼 |
| Empirical Finance, LLC | 525,500 | $1,249 萬 | 0.52% | −93,366−15.1% | 減碼 |
| Legal & General Group Plc | 499,715 | $1,189 萬 | 0.00% | +56,577+12.8% | 加碼 |
| Cetera Investment Advisers | 506,926 | $1,169 萬 | 0.01% | +38,228+8.2% | 加碼 |
| HBK Investments L P | – | $1,127 萬 | 0.13% | – | – |
| Muzinich & Co., Inc. | 435,909 | $1,036 萬 | 3.54% | +9,666+2.3% | 加碼 |
| Envestnet Asset Management Inc | 466,574 | $997.7 萬 | 0.00% | +14,648+3.2% | 加碼 |
| Income Research & Management | 9,227,000 | $959.6 萬 | 5.20% | −900,000−8.9% | 減碼 |
| LPL Financial LLC | 402,585 | $956.9 萬 | 0.00% | +170,872+73.7% | 加碼 |
| Franklin Resources Inc | 379,686 | $902.5 萬 | 0.00% | +50,565+15.4% | 加碼 |
| Melia Wealth LLC | 377,760 | $897.9 萬 | 5.17% | −137,718−26.7% | 減碼 |
| Columbus Macro, LLC | 374,871 | $891.1 萬 | 0.87% | +17,090+4.8% | 加碼 |
| Tectonic Advisors LLC | 355,370 | $844.7 萬 | 0.41% | +355,370 | 新進 |
| Context Capital Management, LLC | – | $797.8 萬 | 0.16% | – | – |
| Schroder Investment Management Group | – | $761.5 萬 | 0.01% | – | – |
| BlackRock, Inc. | 300,377 | $714.0 萬 | 0.00% | +23,887+8.6% | 加碼 |
| Epiq Partners, LLC | 294,003 | $698.8 萬 | 2.96% | −18,323−5.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 291,778 | $693.6 萬 | 0.00% | +7,000+2.5% | 加碼 |
| Raymond James Financial Inc | 269,532 | $640.7 萬 | 0.00% | +4,873+1.8% | 加碼 |
| Union Bancaire Privee, UBP SA | 1,685 | $630.9 萬 | 0.07% | 00.0% | 不變 |
| Womack Financial LLC | 230,538 | $548.0 萬 | 3.62% | −1,737−0.7% | 減碼 |
| Morgan Stanley | 215,970 | $513.4 萬 | 0.00% | +31,942+17.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 197,768 | $470.1 萬 | 0.02% | +1,000+0.5% | 加碼 |
| Advent Capital Management | – | $424.6 萬 | 0.10% | – | – |
| JPMorgan Chase & Co | 13,949 | $417.7 萬 | 0.00% | −741−5.0% | 減碼 |
| First Manhattan Co | 167,842 | $399.0 萬 | 0.01% | −21,017−11.1% | 減碼 |
| Naviter Wealth, LLC | 167,732 | $398.7 萬 | 0.36% | +43,162+34.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 160,021 | $380.4 萬 | 0.02% | +160,021 | 新進 |
| Grace & White Inc | 159,697 | $379.6 萬 | 0.60% | −5,000−3.0% | 減碼 |
| HRT Financial LP | 157,937 | $375.4 萬 | 0.01% | +64,521+69.1% | 加碼 |
| Laffer Tengler Investments | 3,372 | $355.5 萬 | 0.45% | – | – |
| Walleye Capital LLC | – | $313.5 萬 | 0.01% | – | – |
| Foundations Investment Advisors, LLC | 129,161 | $307.0 萬 | 0.03% | −6,292−4.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 126,582 | $300.8 萬 | 0.00% | +70,767+126.8% | 加碼 |
| GraniteShares Advisors LLC | 126,444 | $300.6 萬 | 1.93% | +16,550+15.1% | 加碼 |
| Marshall Wace, LLP | 120,787 | $287.1 萬 | 0.00% | +120,787 | 新進 |
| SMH Capital Advisors Inc | 963,072 | $282.2 萬 | 11.06% | −10,509,292−91.6% | 減碼 |
| Hodges Capital Management Inc. | 112,283 | $266.9 萬 | 0.18% | +2,008+1.8% | 加碼 |
| Ssi Investment Management LLC | – | $260.0 萬 | 0.15% | – | – |
| Ameriprise Financial Inc | 103,851 | $246.9 萬 | 0.00% | −1,624−1.5% | 減碼 |
| Trexquant Investment LP | 103,686 | $246.5 萬 | 0.02% | +94,073+978.6% | 加碼 |
| Advisors Asset Management, Inc. | 98,619 | $234.4 萬 | 0.04% | −9,781−9.0% | 減碼 |
| XTX Topco Ltd | 97,027 | $230.6 萬 | 0.03% | +83,714+628.8% | 加碼 |
| Confluence Investment Management LLC | 95,362 | $226.7 萬 | 0.04% | +230.0% | 加碼 |
| First Dallas Securities Inc. | 90,468 | $215.0 萬 | 0.71% | +777+0.9% | 加碼 |
| Citadel Advisors LLC | 88,251 | $209.8 萬 | 0.00% | +88,251 | 新進 |
| Ares Systematic Credit Ltd | – | $209.0 萬 | 1.27% | – | – |
| Inspire Advisors, LLC | 87,762 | $208.6 萬 | 0.15% | +73,154+500.8% | 加碼 |
| Bank of America Corp | 86,011 | $204.4 萬 | 0.00% | +44,237+105.9% | 加碼 |
| Neuberger Berman Group LLC | 84,495 | $200.8 萬 | 0.00% | −7,978−8.6% | 減碼 |
| Benjamin Edwards Inc | 83,697 | $198.9 萬 | 0.02% | −4,528−5.1% | 減碼 |
| State Street Corp | 80,442 | $191.2 萬 | 0.00% | +11,380+16.5% | 加碼 |
| Truvestments Capital LLC | 78,667 | $187.0 萬 | 0.28% | +5,921+8.1% | 加碼 |
| Great West Life Assurance Co | 77,938 | $184.8 萬 | 0.00% | +12,332+18.8% | 加碼 |
| Balyasny Asset Management LLC | 77,193 | $183.5 萬 | 0.00% | −13,715−15.1% | 減碼 |
| Militia Capital Management LLC | 75,000 | $178.3 萬 | 0.32% | −30,000−28.6% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 74,653 | $177.4 萬 | 0.34% | +3,479+4.9% | 加碼 |
| Denali Advisors LLC | 72,014 | $171.2 萬 | 0.17% | −3,833−5.1% | 減碼 |
| National Asset Management, Inc. | 69,775 | $164.1 萬 | 0.09% | +150.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 66,615 | $158.3 萬 | 0.00% | +10,037+17.7% | 加碼 |
| Cozad Asset Management Inc | 66,133 | $157.2 萬 | 0.10% | +6,266+10.5% | 加碼 |
| Eagle Point Credit Management LLC | – | $154.7 萬 | 2.34% | – | – |
| Kestra Advisory Services, LLC | 64,703 | $153.8 萬 | 0.00% | +7,839+13.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 62,374 | $148.3 萬 | 0.04% | −1,371−2.2% | 減碼 |
| Moerus Capital Management LLC | 61,698 | $146.7 萬 | 0.65% | 00.0% | 不變 |
| Independent Financial Group, LLC | 59,115 | $140.5 萬 | 0.03% | +40,699+221.0% | 加碼 |
| Jane Street Group, LLC | 57,116 | $135.8 萬 | 0.00% | −21,859−27.7% | 減碼 |
| Wells Fargo & Company | 10,993 | $125.5 萬 | 0.00% | +7,007+175.8% | 加碼 |
| Mariner, LLC | 51,258 | $121.8 萬 | 0.00% | +19,363+60.7% | 加碼 |
| Catalyst Capital Advisors LLC | 49,000 | $116.5 萬 | 0.02% | 00.0% | 不變 |
| Bayshore Capital Advisors, LLC | 48,320 | $114.9 萬 | 0.54% | +27,820+135.7% | 加碼 |
| Voloridge Investment Management, LLC | 45,257 | $107.6 萬 | 0.00% | −102,062−69.3% | 減碼 |
| Quantbot Technologies LP | 43,455 | $103.3 萬 | 0.04% | +27,722+176.2% | 加碼 |
| Royal Bank of Canada | 42,721 | $101.5 萬 | 0.00% | +19,448+83.6% | 加碼 |
| Symphony Financial, Ltd. Co. | 42,154 | $99.1 萬 | 0.11% | +1,185+2.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 40,813 | $97.0 萬 | 0.04% | +225+0.6% | 加碼 |
| Navellier & Associates Inc | 38,884 | $92.4 萬 | 0.07% | +38,884 | 新進 |
| Brookstone Capital Management | 38,697 | $92.0 萬 | 0.01% | +38,697 | 新進 |
| Janney Montgomery Scott LLC | 37,445 | $89.0 萬 | 0.00% | +37,445 | 新進 |
| Caldwell Sutter Capital, Inc. | 36,618 | $87.0 萬 | 0.33% | −400−1.1% | 減碼 |
| Commonwealth Equity Services, LLC | 36,203 | $86.1 萬 | 0.00% | −18,825−34.2% | 減碼 |
| Dearborn Partners LLC | 33,386 | $76.2 萬 | 0.02% | +13,966+71.9% | 加碼 |
| Guggenheim Capital LLC | 31,550 | $75.0 萬 | 0.00% | +2,333+8.0% | 加碼 |
| AlphaCore Capital LLC | 31,546 | $75.0 萬 | 0.01% | +550+1.8% | 加碼 |
| Occudo Quantitative Strategies LP | 30,530 | $72.6 萬 | 0.04% | +17,653+137.1% | 加碼 |
| Greenland Capital Management LP | 29,000 | $68.9 萬 | 0.13% | +3,000+11.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 246,428 | $67.5 萬 | 0.00% | +17,428+7.6% | 加碼 |
| Advisor Group Holdings, Inc. | 27,535 | $65.5 萬 | 0.00% | +10,098+57.9% | 加碼 |
| GEN Financial Management, INC. | 26,569 | $63.2 萬 | 0.38% | +26,569 | 新進 |
| Northern Trust Corp | 26,157 | $62.2 萬 | 0.00% | −494−1.9% | 減碼 |