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。
2021 年第 2 季 13F 持有人
Capital Southwest Corp 在 2021/6/30 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
- 91
- 較 2021 年第 1 季 +11 家
- 持有股數
- 600.9 萬
- 較 2021 年第 1 季 +3.95 萬 (+0.7%)
- 總市值
- $1.40 億
- 較 2021 年第 1 季 +$729.6 萬 (+5.5%)
- 新進機構
- 22
- 另有 37 家加碼
- 清倉機構
- 11
- 另有 14 家減碼
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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 752,757 | $1,749 萬 | 3.40% | −70,760−8.6% | 減碼 |
| Zuckerman Investment Group, LLC | 620,705 | $1,442 萬 | 2.27% | −197,925−24.2% | 減碼 |
| Punch & Associates Investment Management, Inc. | 507,239 | $1,178 萬 | 0.66% | −96,418−16.0% | 減碼 |
| First Manhattan Co | 453,098 | $1,053 萬 | 0.04% | −3,569−0.8% | 減碼 |
| Sound Income Strategies, LLC | 372,461 | $865.2 萬 | 1.25% | −16,291−4.2% | 減碼 |
| Van Eck Associates Corp | 336,274 | $781.2 萬 | 0.02% | −12,652−3.6% | 減碼 |
| Two Sigma Advisers, LP | 194,900 | $452.8 萬 | 0.01% | +152,700+361.8% | 加碼 |
| Advisors Asset Management, Inc. | 154,221 | $358.3 萬 | 0.05% | +6,277+4.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 136,458 | $317.0 萬 | 0.17% | +19,083+16.3% | 加碼 |
| Moerus Capital Management LLC | 135,074 | $313.8 萬 | 1.44% | 00.0% | 不變 |
| Legal & General Group Plc | 133,781 | $310.8 萬 | 0.00% | +5,028+3.9% | 加碼 |
| BlackRock Inc. | 127,576 | $296.4 萬 | 0.00% | +12,236+10.6% | 加碼 |
| Morgan Stanley | 121,634 | $282.5 萬 | 0.00% | +59,027+94.3% | 加碼 |
| Grace & White Inc | 120,600 | $280.2 萬 | 0.51% | −14,200−10.5% | 減碼 |
| Millennium Management LLC | 115,832 | $269.1 萬 | 0.00% | +34,492+42.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 113,439 | $263.5 萬 | 0.00% | +8,691+8.3% | 加碼 |
| Confluence Investment Management LLC | 106,410 | $247.2 萬 | 0.03% | +366+0.3% | 加碼 |
| Two Sigma Investments, LP | 105,691 | $245.5 萬 | 0.01% | +39,916+60.7% | 加碼 |
| Citadel Advisors LLC | 79,996 | $185.9 萬 | 0.00% | +58,452+271.3% | 加碼 |
| Ares Management LLC | 63,104 | $146.6 萬 | 0.05% | 00.0% | 不變 |
| Royal Bank of Canada | 60,668 | $140.9 萬 | 0.00% | +3,076+5.3% | 加碼 |
| Ameriprise Financial Inc | 58,720 | $135.9 萬 | 0.00% | −2,316−3.8% | 減碼 |
| Norges Bank | 56,934 | $132.3 萬 | 0.00% | +56,934 | 新進 |
| National Asset Management, Inc. | 56,531 | $131.4 萬 | 0.04% | +81+0.1% | 加碼 |
| Bank of America Corp | 50,641 | $117.6 萬 | 0.00% | +2,511+5.2% | 加碼 |
| Mackenzie Financial Corp | 48,485 | $112.6 萬 | 0.00% | +26,018+115.8% | 加碼 |
| Tectonic Advisors LLC | 44,254 | $102.8 萬 | 0.21% | +3,875+9.6% | 加碼 |
| Invesco Ltd. | 44,272 | $102.8 萬 | 0.00% | +44,272 | 新進 |
| LPL Financial LLC | 41,770 | $97.0 萬 | 0.00% | +5,407+14.9% | 加碼 |
| ExodusPoint Capital Management, LP | 36,589 | $85.0 萬 | 0.01% | +36,589 | 新進 |
| UBS Group AG | 33,636 | $78.2 萬 | 0.00% | +7,618+29.3% | 加碼 |
| Advisor Group Holdings, Inc. | 32,811 | $76.1 萬 | 0.00% | +916+2.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,883 | $67.1 萬 | 0.00% | +336+1.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 28,789 | $66.9 萬 | 0.00% | +11,726+68.7% | 加碼 |
| Quadrature Capital Ltd | 28,335 | $65.7 萬 | 0.03% | −40,851−59.0% | 減碼 |
| Advisory Research Inc | 27,413 | $63.7 萬 | 0.04% | −2,557−8.5% | 減碼 |
| Virtus ETF Advisers LLC | 26,814 | $62.3 萬 | 0.26% | +4,001+17.5% | 加碼 |
| Virtu Financial LLC | 26,572 | $61.7 萬 | 0.06% | +26,572 | 新進 |
| Roosevelt Investment Group LLC | 26,314 | $61.1 萬 | 0.04% | 00.0% | 不變 |
| HRT Financial LP | 25,865 | $60.0 萬 | 0.01% | +2,982+13.0% | 加碼 |
| Marshall Wace North America L.P. | 25,436 | $59.1 萬 | 0.00% | +25,436 | 新進 |
| All Season Financial Advisors, Inc. | 24,574 | $57.1 萬 | 0.41% | +24,574 | 新進 |
| Susquehanna International Group, LLP | 23,106 | $53.7 萬 | 0.00% | −6,939−23.1% | 減碼 |
| Advisory Services Network, LLC | 22,465 | $52.2 萬 | 0.02% | −3,584−13.8% | 減碼 |
| Raymond James & Associates | 22,168 | $51.5 萬 | 0.00% | +22,168 | 新進 |
| Alliancebernstein L.P. | 20,921 | $48.6 萬 | 0.00% | +5,973+40.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 19,972 | $46.4 萬 | 0.00% | 00.0% | 不變 |
| Bard Associates Inc | 19,985 | $46.4 萬 | 0.15% | +295+1.5% | 加碼 |
| Csenge Advisory Group | 18,587 | $46.2 萬 | 0.04% | −1,073−5.5% | 減碼 |
| Monticello Wealth Management, LLC | 18,272 | $42.4 萬 | 0.04% | 00.0% | 不變 |
| Jane Street Group, LLC | 17,659 | $41.0 萬 | 0.00% | +17,659 | 新進 |
| Horizon Kinetics Asset Management LLC | 17,000 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 15,385 | $35.7 萬 | 0.00% | +15,385 | 新進 |
| Kestra Advisory Services, LLC | 15,289 | $35.5 萬 | 0.00% | +4,071+36.3% | 加碼 |
| Envestnet Asset Management Inc | 14,978 | $34.8 萬 | 0.00% | +351+2.4% | 加碼 |
| US Bancorp | 13,700 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 13,656 | $31.7 萬 | 0.00% | −178−1.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 13,150 | $30.5 萬 | 0.03% | +13,150 | 新進 |
| Mariner, LLC | 12,000 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 11,144 | $25.9 萬 | 0.03% | +11,144 | 新進 |
| Brown Advisory Inc | 10,700 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 10,664 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Weather Gauge Advisory, LLC | 9,531 | $22.1 萬 | 0.26% | +76+0.8% | 加碼 |
| Oppenheimer & Co Inc | 9,459 | $22.0 萬 | 0.00% | +9,459 | 新進 |
| Walter & Keenan Financial Consulting Co | 9,000 | $21.3 萬 | 0.07% | +9,000 | 新進 |
| Goldman Sachs Group Inc | 9,097 | $21.1 萬 | 0.00% | +9,097 | 新進 |
| Jump Financial, LLC | 8,700 | $20.2 萬 | 0.02% | +8,700 | 新進 |
| Simplex Trading, LLC | 8,299 | $19.2 萬 | 0.01% | +8,299 | 新進 |
| Great West Life Assurance Co | 6,450 | $14.9 萬 | 0.00% | +366+6.0% | 加碼 |
| Washington Trust Co | 5,676 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 4,900 | $11.4 萬 | 0.00% | +924+23.2% | 加碼 |
| FNY Investment Advisers, LLC | 4,000 | $9.20 萬 | 0.04% | +201+5.3% | 加碼 |
| Geneos Wealth Management Inc. | 3,244 | $8.10 萬 | 0.00% | +527+19.4% | 加碼 |
| Citigroup Inc | 3,000 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,672 | $6.20 萬 | 0.00% | +415+18.4% | 加碼 |
| TCTC Holdings, LLC | 2,136 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 1,050 | $2.40 萬 | 0.00% | +438+71.6% | 加碼 |
| Deutsche Bank AG | 1,005 | $2.30 萬 | 0.00% | +889+766.4% | 加碼 |
| D'Orazio & Associates, Inc. | 1,000 | $2.30 萬 | 0.01% | +1,000 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 900 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 908 | $2.10 萬 | 0.00% | +819+920.2% | 加碼 |
| Group One Trading, L.P. | 800 | $1.90 萬 | 0.00% | +800 | 新進 |
| Tradition Wealth Management, LLC | 308 | $7,000 | 0.00% | +308 | 新進 |
| Red Door Wealth Management, LLC | 182 | $4,000 | 0.00% | +182 | 新進 |
| Signaturefd, LLC | 133 | $3,000 | 0.00% | +41+44.6% | 加碼 |
| Lake Point Wealth Management | 100 | $2,000 | 0.00% | +100 | 新進 |
| Enterprise Financial Services Corp | 61 | $1,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 16 | $0 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Creative Planning | 0 | $0 | 0.00% | −83,350−100.0% | 清倉 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −54,138−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −36,200−100.0% | 清倉 |
| Centric Wealth Management | 0 | $0 | 0.00% | −36,000−100.0% | 清倉 |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −30,928−100.0% | 清倉 |
| Delphi Management Inc | 0 | $0 | 0.00% | −28,921−100.0% | 清倉 |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −12,254−100.0% | 清倉 |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |