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 189 家機構在 13F 申報持有，市值合計 $4.20 億；沒有大師持有。
2022 年第 1 季 13F 持有人
Capital Southwest Corp 在 2022/3/31 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
- 88
- 較 2021 年第 4 季 −3 家
- 持有股數
- 609.0 萬
- 較 2021 年第 4 季 +20.5 萬 (+3.5%)
- 總市值
- $1.44 億
- 較 2021 年第 4 季 −$427.7 萬 (−2.9%)
- 新進機構
- 13
- 另有 28 家加碼
- 清倉機構
- 16
- 另有 25 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 | 189 | $4.20 億 |
| 2026 年第 1 季 | 168 | $3.71 億 |
| 2025 年第 4 季 | 162 | $3.57 億 |
| 2025 年第 3 季 | 164 | $3.96 億 |
| 2025 年第 2 季 | 177 | $4.41 億 |
| 2025 年第 1 季 | 175 | $3.85 億 |
| 2024 年第 4 季 | 160 | $3.23 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 737,659 | $1,751 萬 | 3.41% | −3,750−0.5% | 減碼 |
| Zuckerman Investment Group, LLC | 602,115 | $1,429 萬 | 2.30% | −5,560−0.9% | 減碼 |
| Van Eck Associates Corp | 592,968 | $1,407 萬 | 0.03% | +213,942+56.4% | 加碼 |
| Punch & Associates Investment Management, Inc. | 516,624 | $1,226 萬 | 0.70% | +14,349+2.9% | 加碼 |
| First Manhattan Co | 436,471 | $1,036 萬 | 0.03% | +970.0% | 加碼 |
| Sound Income Strategies, LLC | 373,802 | $887.0 萬 | 1.02% | −937−0.3% | 減碼 |
| Two Sigma Advisers, LP | 179,300 | $425.5 萬 | 0.01% | −100−0.1% | 減碼 |
| Two Sigma Investments, LP | 169,315 | $401.8 萬 | 0.01% | −12,912−7.1% | 減碼 |
| Millennium Management LLC | 145,184 | $344.5 萬 | 0.00% | +145,184 | 新進 |
| BlackRock Inc. | 137,341 | $325.9 萬 | 0.00% | −23,381−14.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 132,900 | $315.4 萬 | 0.01% | +132,900 | 新進 |
| Legal & General Group Plc | 128,001 | $303.9 萬 | 0.00% | +4,498+3.6% | 加碼 |
| Moerus Capital Management LLC | 127,786 | $303.2 萬 | 0.84% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 120,777 | $286.6 萬 | 0.15% | −23,054−16.0% | 減碼 |
| Grace & White Inc | 120,600 | $286.2 萬 | 0.54% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 120,564 | $286.1 萬 | 0.28% | +21,656+21.9% | 加碼 |
| Confluence Investment Management LLC | 107,591 | $255.3 萬 | 0.04% | +295+0.3% | 加碼 |
| Marshall Wace, LLP | 85,560 | $203.1 萬 | 0.00% | +33,250+63.6% | 加碼 |
| Royal Bank of Canada | 70,186 | $166.5 萬 | 0.00% | +5,886+9.2% | 加碼 |
| Morgan Stanley | 65,460 | $155.3 萬 | 0.00% | +8,745+15.4% | 加碼 |
| Tectonic Advisors LLC | 58,365 | $138.5 萬 | 0.24% | +8,549+17.2% | 加碼 |
| Ameriprise Financial Inc | 54,597 | $129.6 萬 | 0.00% | −2,857−5.0% | 減碼 |
| LPL Financial LLC | 53,783 | $127.6 萬 | 0.00% | +10,872+25.3% | 加碼 |
| National Asset Management, Inc. | 52,414 | $124.4 萬 | 0.04% | +126+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 50,649 | $120.2 萬 | 0.00% | +41,505+453.9% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 49,899 | $118.4 萬 | 0.51% | +119+0.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 47,406 | $112.4 萬 | 0.00% | +23,725+100.2% | 加碼 |
| First Republic Investment Management, Inc. | 45,990 | $109.1 萬 | 0.00% | +45,990 | 新進 |
| UBS Group AG | 39,453 | $93.6 萬 | 0.00% | +3,667+10.2% | 加碼 |
| Raymond James & Associates | 35,257 | $83.7 萬 | 0.00% | +1,750+5.2% | 加碼 |
| Kestra Advisory Services, LLC | 31,733 | $75.3 萬 | 0.01% | −747−2.3% | 減碼 |
| Quadrature Capital Ltd | 31,549 | $74.9 萬 | 0.03% | −57,001−64.4% | 減碼 |
| Roosevelt Investment Group LLC | 26,187 | $62.1 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 25,826 | $61.3 萬 | 0.00% | +777+3.1% | 加碼 |
| Advisory Research Inc | 24,654 | $58.5 萬 | 0.05% | 00.0% | 不變 |
| Csenge Advisory Group | 24,482 | $58.1 萬 | 0.05% | +5,895+31.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 20,583 | $48.8 萬 | 0.00% | +611+3.1% | 加碼 |
| Advisor Group Holdings, Inc. | 22,558 | $48.1 萬 | 0.00% | −2,001−8.1% | 減碼 |
| Virtus ETF Advisers LLC | 20,120 | $47.7 萬 | 0.21% | +5,601+38.6% | 加碼 |
| Bard Associates Inc | 19,685 | $46.7 萬 | 0.16% | −300−1.5% | 減碼 |
| Envestnet Asset Management Inc | 18,904 | $44.9 萬 | 0.00% | +8,435+80.6% | 加碼 |
| Bank of Montreal | 18,700 | $44.8 萬 | 0.00% | +18,700 | 新進 |
| Monticello Wealth Management, LLC | 18,272 | $43.4 萬 | 0.04% | 00.0% | 不變 |
| Citadel Advisors LLC | 17,558 | $41.7 萬 | 0.00% | −2,428−12.1% | 減碼 |
| Horizon Kinetics Asset Management LLC | 17,000 | $40.3 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 16,538 | $39.2 萬 | 0.00% | +2,169+15.1% | 加碼 |
| Jump Financial, LLC | 16,300 | $38.7 萬 | 0.02% | −3,900−19.3% | 減碼 |
| All Season Financial Advisors, Inc. | 15,902 | $37.7 萬 | 0.27% | −9,025−36.2% | 減碼 |
| US Bancorp | 13,700 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 13,000 | $30.8 萬 | 0.00% | +13,000 | 新進 |
| Good Life Advisors, LLC | 12,847 | $30.5 萬 | 0.04% | +12,847 | 新進 |
| Mariner, LLC | 11,819 | $28.0 萬 | 0.00% | 00.0% | 不變 |
| IFG Advisory, LLC | 11,488 | $27.2 萬 | 0.03% | +11,488 | 新進 |
| Private Advisor Group, LLC | 11,394 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Geode Capital Management, LLC | 11,251 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 11,057 | $26.1 萬 | 0.05% | +2,000+22.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,736 | $25.5 萬 | 0.00% | −675−5.9% | 減碼 |
| Brown Advisory Inc | 10,700 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 10,649 | $25.3 萬 | 0.00% | −24,843−70.0% | 減碼 |
| Segall Bryant & Hamill, LLC | 10,664 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 10,000 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 10,495 | $24.9 萬 | 0.00% | −20,316−65.9% | 減碼 |
| Trexquant Investment LP | 10,452 | $24.8 萬 | 0.01% | −148−1.4% | 減碼 |
| Cetera Investment Advisers | 9,589 | $22.8 萬 | 0.00% | +9,589 | 新進 |
| Guggenheim Capital LLC | 9,338 | $22.2 萬 | 0.00% | +1,010+12.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 9,000 | $21.2 萬 | 0.07% | 00.0% | 不變 |
| Great West Life Assurance Co | 7,765 | $19.6 萬 | 0.00% | +726+10.3% | 加碼 |
| Bank of America Corp | 6,419 | $15.2 萬 | 0.00% | −40,691−86.4% | 減碼 |
| Wells Fargo & Company | 5,594 | $13.3 萬 | 0.00% | +365+7.0% | 加碼 |
| Quantbot Technologies LP | 4,840 | $11.4 萬 | 0.01% | +4,740+4,740.0% | 加碼 |
| PEAK6 Investments LLC | 4,697 | $11.1 萬 | 0.00% | +4,697 | 新進 |
| Geneos Wealth Management Inc. | 3,642 | $8.60 萬 | 0.00% | −375−9.3% | 減碼 |
| Washington Trust Advisors, Inc. | 3,368 | $8.00 萬 | 0.01% | −2,308−40.7% | 減碼 |
| TCTC Holdings, LLC | 2,136 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 2,002 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,500 | $3.56 萬 | 0.00% | −2,000−57.1% | 減碼 |
| Barclays PLC | 1,200 | $2.80 萬 | 0.00% | +1,200 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 900 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 800 | $1.90 萬 | 0.00% | +800 | 新進 |
| Cambridge Trust Co | 600 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 500 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 355 | $8,000 | 0.00% | +355 | 新進 |
| Tradition Wealth Management, LLC | 308 | $7,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 283 | $7,000 | 0.00% | +283 | 新進 |
| Signaturefd, LLC | 180 | $4,000 | 0.00% | −16−8.2% | 減碼 |
| Group One Trading, L.P. | 100 | $2,000 | 0.00% | −800−88.9% | 減碼 |
| Bivin & Associates, Inc. | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −185,769−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −65,299−100.0% | 清倉 |
| Ares Management LLC | 0 | $0 | 0.00% | −63,104−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,505−100.0% | 清倉 |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −12,096−100.0% | 清倉 |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −9,654−100.0% | 清倉 |
| Colony Group LLC | 0 | $0 | 0.00% | −7,979−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −6,422−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,748−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,136−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −1,072−100.0% | 清倉 |