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。
2022 年第 2 季 13F 持有人
Capital Southwest Corp 在 2022/6/30 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
- 101
- 較 2022 年第 1 季 +13 家
- 持有股數
- 765.4 萬
- 較 2022 年第 1 季 +156.4 萬 (+25.7%)
- 總市值
- $1.41 億
- 較 2022 年第 1 季 −$347.5 萬 (−2.4%)
- 新進機構
- 22
- 另有 43 家加碼
- 清倉機構
- 9
- 另有 20 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Millennium Management LLC | 755,686 | $1,392 萬 | 0.02% | +610,502+420.5% | 加碼 |
| Sanders Morris Harris LLC | 715,239 | $1,317 萬 | 2.88% | −22,420−3.0% | 減碼 |
| Zuckerman Investment Group, LLC | 648,454 | $1,195 萬 | 2.17% | +46,339+7.7% | 加碼 |
| Punch & Associates Investment Management, Inc. | 523,315 | $963.9 萬 | 0.67% | +6,691+1.3% | 加碼 |
| First Manhattan Co | 434,435 | $800.2 萬 | 0.03% | −2,036−0.5% | 減碼 |
| Sound Income Strategies, LLC | 382,212 | $704.0 萬 | 0.94% | +8,410+2.2% | 加碼 |
| Van Eck Associates Corp | 367,869 | $677.6 萬 | 0.02% | −225,099−38.0% | 減碼 |
| Marshall Wace, LLP | 315,456 | $581.0 萬 | 0.01% | +229,896+268.7% | 加碼 |
| Two Sigma Advisers, LP | 294,600 | $542.7 萬 | 0.02% | +115,300+64.3% | 加碼 |
| Two Sigma Investments, LP | 260,299 | $479.5 萬 | 0.02% | +90,984+53.7% | 加碼 |
| Citadel Advisors LLC | 196,897 | $362.7 萬 | 0.00% | +179,339+1,021.4% | 加碼 |
| Advisors Asset Management, Inc. | 187,034 | $344.5 萬 | 0.06% | +187,034 | 新進 |
| BlackRock Inc. | 158,603 | $292.2 萬 | 0.00% | +21,262+15.5% | 加碼 |
| Legal & General Group Plc | 140,274 | $258.4 萬 | 0.00% | +12,273+9.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 136,029 | $250.6 萬 | 0.16% | +15,252+12.6% | 加碼 |
| Grace & White Inc | 129,471 | $238.5 萬 | 0.50% | +8,871+7.4% | 加碼 |
| Moerus Capital Management LLC | 125,820 | $231.8 萬 | 0.82% | −1,966−1.5% | 減碼 |
| McKinley Capital Management LLC /Delaware | 121,777 | $224.3 萬 | 0.29% | +1,213+1.0% | 加碼 |
| Confluence Investment Management LLC | 108,185 | $199.3 萬 | 0.03% | +594+0.6% | 加碼 |
| Farmer Steven Patrick | 108,185 | $199.3 萬 | 0.03% | +108,185 | 新進 |
| Goldman Sachs Group Inc | 94,665 | $174.4 萬 | 0.00% | +94,665 | 新進 |
| LPL Financial LLC | 85,384 | $157.3 萬 | 0.00% | +31,601+58.8% | 加碼 |
| Royal Bank of Canada | 82,760 | $152.4 萬 | 0.00% | +12,574+17.9% | 加碼 |
| Tectonic Advisors LLC | 80,577 | $148.4 萬 | 0.27% | +22,212+38.1% | 加碼 |
| Ameriprise Financial Inc | 61,674 | $112.9 萬 | 0.00% | +7,077+13.0% | 加碼 |
| Morgan Stanley | 56,883 | $104.7 萬 | 0.00% | −8,577−13.1% | 減碼 |
| National Asset Management, Inc. | 51,728 | $95.3 萬 | 0.04% | −686−1.3% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 50,811 | $93.6 萬 | 0.47% | +912+1.8% | 加碼 |
| First Republic Investment Management, Inc. | 45,990 | $84.7 萬 | 0.00% | 00.0% | 不變 |
| Raymond James & Associates | 36,669 | $67.5 萬 | 0.00% | +1,412+4.0% | 加碼 |
| UBS Group AG | 33,994 | $62.6 萬 | 0.00% | −5,459−13.8% | 減碼 |
| Bank of Montreal | 32,265 | $62.2 萬 | 0.00% | +13,565+72.5% | 加碼 |
| Kestra Advisory Services, LLC | 33,637 | $62.0 萬 | 0.01% | +1,904+6.0% | 加碼 |
| Susquehanna International Group, LLP | 32,719 | $60.3 萬 | 0.00% | +22,070+207.2% | 加碼 |
| Trexquant Investment LP | 28,632 | $52.7 萬 | 0.02% | +18,180+173.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 27,729 | $51.1 萬 | 0.00% | +1,903+7.4% | 加碼 |
| Advisory Research Inc | 26,985 | $49.7 萬 | 0.05% | +2,331+9.5% | 加碼 |
| Roosevelt Investment Group LLC | 25,956 | $47.8 萬 | 0.03% | −231−0.9% | 減碼 |
| Great West Life Assurance Co | 24,664 | $45.5 萬 | 0.00% | +16,899+217.6% | 加碼 |
| Envestnet Asset Management Inc | 24,463 | $45.1 萬 | 0.00% | +5,559+29.4% | 加碼 |
| Jump Financial, LLC | 24,400 | $44.9 萬 | 0.02% | +8,100+49.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 23,703 | $43.7 萬 | 0.00% | −23,703−50.0% | 減碼 |
| Jane Street Group, LLC | 22,716 | $41.8 萬 | 0.00% | +22,716 | 新進 |
| Virtus ETF Advisers LLC | 22,401 | $41.3 萬 | 0.15% | +2,281+11.3% | 加碼 |
| Csenge Advisory Group | 21,817 | $40.2 萬 | 0.03% | −2,665−10.9% | 減碼 |
| Advisor Group Holdings, Inc. | 21,617 | $39.9 萬 | 0.00% | −941−4.2% | 減碼 |
| Banque Pictet & Cie SA | 20,000 | $36.8 萬 | 0.00% | +20,000 | 新進 |
| Pictet North America Advisors SA | 20,000 | $36.8 萬 | 0.05% | +20,000 | 新進 |
| Commonwealth Equity Services, LLC | 19,733 | $36.3 萬 | 0.00% | +3,195+19.3% | 加碼 |
| JPMorgan Chase & Co | 19,100 | $35.2 萬 | 0.00% | +19,100 | 新進 |
| Monticello Wealth Management, LLC | 18,272 | $33.7 萬 | 0.04% | 00.0% | 不變 |
| Bard Associates Inc | 17,385 | $32.0 萬 | 0.14% | −2,300−11.7% | 減碼 |
| Horizon Kinetics Asset Management LLC | 17,000 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 16,866 | $31.1 萬 | 0.05% | +16,866 | 新進 |
| The PNC Financial Services Group, Inc. | 16,583 | $30.4 萬 | 0.00% | −4,000−19.4% | 減碼 |
| All Season Financial Advisors, Inc. | 16,061 | $29.6 萬 | 0.25% | +159+1.0% | 加碼 |
| PEAK6 Investments LLC | 15,384 | $29.3 萬 | 0.01% | +10,687+227.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 15,448 | $28.5 萬 | 0.00% | −35,201−69.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 14,879 | $27.4 萬 | 0.03% | +14,879 | 新進 |
| Cetera Investment Advisers | 14,812 | $27.3 萬 | 0.00% | +5,223+54.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 14,341 | $26.4 萬 | 0.00% | +14,341 | 新進 |
| US Bancorp | 13,833 | $25.4 萬 | 0.00% | +133+1.0% | 加碼 |
| Virtu Financial LLC | 13,653 | $25.1 萬 | 0.02% | +13,653 | 新進 |
| Squarepoint Ops LLC | 13,475 | $24.8 萬 | 0.00% | +13,475 | 新進 |
| Good Life Advisors, LLC | 12,647 | $23.3 萬 | 0.03% | −200−1.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 12,650 | $23.3 萬 | 0.03% | +12,650 | 新進 |
| Quantbot Technologies LP | 11,954 | $22.0 萬 | 0.02% | +7,114+147.0% | 加碼 |
| Mariner, LLC | 11,819 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 11,500 | $21.2 萬 | 0.00% | +10,000+666.7% | 加碼 |
| Geode Capital Management, LLC | 11,251 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 10,987 | $20.2 萬 | 0.04% | −70−0.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 10,936 | $20.1 萬 | 0.00% | +200+1.9% | 加碼 |
| Private Advisor Group, LLC | 10,883 | $20.0 萬 | 0.00% | −511−4.5% | 減碼 |
| Brown Advisory Inc | 10,700 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 10,664 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 10,000 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 6,144 | $11.3 萬 | 0.00% | +550+9.8% | 加碼 |
| Bank of America Corp | 5,049 | $9.30 萬 | 0.00% | −1,370−21.3% | 減碼 |
| Washington Trust Advisors, Inc. | 4,174 | $7.70 萬 | 0.01% | +806+23.9% | 加碼 |
| Aquatic Capital Management LLC | 4,100 | $7.60 萬 | 0.02% | +4,100 | 新進 |
| Geneos Wealth Management Inc. | 3,210 | $6.00 萬 | 0.00% | −432−11.9% | 減碼 |
| Capital Analysts, LLC | 2,615 | $4.80 萬 | 0.00% | +2,615 | 新進 |
| TCTC Holdings, LLC | 2,136 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,708 | $3.10 萬 | 0.00% | +1,425+503.5% | 加碼 |
| Tucker Asset Management LLC | 1,300 | $2.39 萬 | 0.01% | +1,300 | 新進 |
| Point72 Hong Kong Ltd | 1,098 | $2.00 萬 | 0.00% | +1,098 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 900 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 800 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 735 | $1.40 萬 | 0.00% | +735 | 新進 |
| Cambridge Trust Co | 600 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 464 | $9,000 | 0.00% | +284+157.8% | 加碼 |
| Tompkins Financial Corp | 355 | $7,000 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 308 | $6,000 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 300 | $6,000 | 0.00% | +200+200.0% | 加碼 |
| Bivin & Associates, Inc. | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 124 | $2,000 | 0.00% | +124 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 20 | $369 | 0.00% | +20 | 新進 |
| Huntington National Bank | 2 | $0 | 0.00% | −2,000−99.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 25 | $0 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |