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 3 季 13F 持有人
Capital Southwest Corp 在 2022/9/30 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
- 89
- 較 2022 年第 2 季 −10 家
- 持有股數
- 778.9 萬
- 較 2022 年第 2 季 +24.3 萬 (+3.2%)
- 總市值
- $1.32 億
- 較 2022 年第 2 季 −$708.3 萬 (−5.1%)
- 新進機構
- 7
- 另有 32 家加碼
- 清倉機構
- 17
- 另有 29 家減碼
另有 2 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 |
2022 年第 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 716,139 | $1,213 萬 | 2.97% | +900+0.1% | 加碼 |
| Millennium Management LLC | 709,782 | $1,202 萬 | 0.01% | −45,904−6.1% | 減碼 |
| Deutsche Bank AG | 703,851 | $1,192 萬 | 0.01% | +703,845+11,730,750.0% | 加碼 |
| Zuckerman Investment Group, LLC | 622,269 | $1,054 萬 | 1.98% | −26,185−4.0% | 減碼 |
| Punch & Associates Investment Management, Inc. | 522,835 | $885.7 萬 | 0.62% | −480−0.1% | 減碼 |
| First Manhattan Co | 424,116 | $718.4 萬 | 0.03% | −10,319−2.4% | 減碼 |
| Sound Income Strategies, LLC | 400,649 | $678.7 萬 | 0.99% | +18,437+4.8% | 加碼 |
| Van Eck Associates Corp | 363,768 | $616.3 萬 | 0.02% | −4,101−1.1% | 減碼 |
| Marshall Wace, LLP | 255,583 | $433.0 萬 | 0.01% | −59,873−19.0% | 減碼 |
| Two Sigma Advisers, LP | 230,700 | $390.8 萬 | 0.01% | −63,900−21.7% | 減碼 |
| BlackRock Inc. | 205,292 | $347.7 萬 | 0.00% | +46,689+29.4% | 加碼 |
| Advisors Asset Management, Inc. | 195,185 | $330.6 萬 | 0.07% | +8,151+4.4% | 加碼 |
| Two Sigma Investments, LP | 169,947 | $287.9 萬 | 0.01% | −90,352−34.7% | 減碼 |
| Grace & White Inc | 169,471 | $287.1 萬 | 0.62% | +40,000+30.9% | 加碼 |
| Legal & General Group Plc | 162,855 | $275.9 萬 | 0.00% | +22,581+16.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 137,645 | $233.2 萬 | 0.15% | +1,616+1.2% | 加碼 |
| Moerus Capital Management LLC | 125,820 | $213.1 萬 | 0.91% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 119,443 | $202.4 萬 | 0.27% | −2,334−1.9% | 減碼 |
| Confluence Investment Management LLC | 106,768 | $180.9 萬 | 0.03% | −1,417−1.3% | 減碼 |
| Tectonic Advisors LLC | 106,722 | $180.8 萬 | 0.33% | +26,145+32.4% | 加碼 |
| Royal Bank of Canada | 86,267 | $146.1 萬 | 0.00% | +3,507+4.2% | 加碼 |
| LPL Financial LLC | 83,313 | $141.1 萬 | 0.00% | −2,071−2.4% | 減碼 |
| Ameriprise Financial Inc | 72,901 | $123.4 萬 | 0.00% | +11,227+18.2% | 加碼 |
| Citadel Advisors LLC | 67,392 | $114.2 萬 | 0.00% | −129,505−65.8% | 減碼 |
| National Asset Management, Inc. | 58,676 | $99.4 萬 | 0.03% | +6,948+13.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 52,897 | $89.6 萬 | 0.48% | +2,086+4.1% | 加碼 |
| First Republic Investment Management, Inc. | 45,990 | $77.9 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 37,139 | $62.9 萬 | 0.01% | +3,502+10.4% | 加碼 |
| Raymond James & Associates | 35,955 | $60.9 萬 | 0.00% | −714−1.9% | 減碼 |
| Advisory Research Inc | 35,946 | $60.9 萬 | 0.06% | +8,961+33.2% | 加碼 |
| Great West Life Assurance Co | 31,450 | $53.2 萬 | 0.00% | +6,786+27.5% | 加碼 |
| Envestnet Asset Management Inc | 29,779 | $50.4 萬 | 0.00% | +5,316+21.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 27,389 | $46.4 萬 | 0.01% | +27,389 | 新進 |
| Roosevelt Investment Group LLC | 25,580 | $43.3 萬 | 0.03% | −376−1.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 25,051 | $42.4 萬 | 0.00% | −2,678−9.7% | 減碼 |
| Jump Financial, LLC | 24,400 | $41.3 萬 | 0.02% | 00.0% | 不變 |
| Alliancebernstein L.P. | 24,296 | $41.2 萬 | 0.00% | +24,296 | 新進 |
| Trexquant Investment LP | 23,763 | $40.3 萬 | 0.01% | −4,869−17.0% | 減碼 |
| Morgan Stanley | 23,749 | $40.2 萬 | 0.00% | −33,134−58.2% | 減碼 |
| Csenge Advisory Group | 23,556 | $39.9 萬 | 0.03% | +1,739+8.0% | 加碼 |
| Commonwealth Equity Services, LLC | 23,129 | $39.1 萬 | 0.00% | +3,396+17.2% | 加碼 |
| UBS Group AG | 22,327 | $37.9 萬 | 0.00% | −11,667−34.3% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 21,548 | $36.5 萬 | 0.10% | +21,548 | 新進 |
| Virtus ETF Advisers LLC | 21,461 | $36.4 萬 | 0.15% | −940−4.2% | 減碼 |
| JPMorgan Chase & Co | 21,358 | $36.2 萬 | 0.00% | +2,258+11.8% | 加碼 |
| Banque Pictet & Cie SA | 20,000 | $33.9 萬 | 0.00% | 00.0% | 不變 |
| Pictet North America Advisors SA | 20,000 | $33.9 萬 | 0.05% | 00.0% | 不變 |
| Cetera Investment Advisers | 19,771 | $33.5 萬 | 0.01% | +4,959+33.5% | 加碼 |
| Bard Associates Inc | 18,910 | $32.0 萬 | 0.14% | +1,525+8.8% | 加碼 |
| Monticello Wealth Management, LLC | 18,272 | $31.0 萬 | 0.04% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 17,000 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| All Season Financial Advisors, Inc. | 16,820 | $28.5 萬 | 0.31% | +759+4.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 16,614 | $28.2 萬 | 0.00% | +31+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 16,552 | $28.0 萬 | 0.00% | −5,065−23.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 16,378 | $27.7 萬 | 0.03% | +1,499+10.1% | 加碼 |
| Sunbelt Securities, Inc. | 16,236 | $27.5 萬 | 0.06% | +5,249+47.8% | 加碼 |
| US Bancorp | 14,926 | $25.3 萬 | 0.00% | +1,093+7.9% | 加碼 |
| Goldman Sachs Group Inc | 12,534 | $21.2 萬 | 0.00% | −82,131−86.8% | 減碼 |
| Good Life Advisors, LLC | 12,358 | $20.9 萬 | 0.03% | −289−2.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,000 | $20.3 萬 | 0.00% | +12,000 | 新進 |
| Mariner, LLC | 11,861 | $20.1 萬 | 0.00% | +42+0.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,736 | $19.9 萬 | 0.00% | −11,967−50.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 11,635 | $19.7 萬 | 0.00% | +135+1.2% | 加碼 |
| Geode Capital Management, LLC | 11,251 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 11,132 | $18.9 萬 | 0.00% | +249+2.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,919 | $18.5 萬 | 0.00% | −17−0.2% | 減碼 |
| Brown Advisory Inc | 10,700 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 10,644 | $18.0 萬 | 0.00% | −22,075−67.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 10,664 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 10,000 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 8,323 | $14.1 萬 | 0.01% | −7,061−45.9% | 減碼 |
| Wells Fargo & Company | 5,620 | $9.50 萬 | 0.00% | −524−8.5% | 減碼 |
| Bank of America Corp | 4,845 | $8.20 萬 | 0.00% | −204−4.0% | 減碼 |
| Washington Trust Advisors, Inc. | 4,174 | $7.10 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 4,100 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,615 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,136 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Castle Wealth Management LLC | 635 | $1.10 萬 | 0.01% | +635 | 新進 |
| Cambridge Trust Co | 600 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 588 | $1.00 萬 | 0.00% | +124+26.7% | 加碼 |
| Toth Financial Advisory Corp | 600 | $1.00 萬 | 0.00% | +600 | 新進 |
| Group One Trading, L.P. | 400 | $7,000 | 0.00% | +100+33.3% | 加碼 |
| Tompkins Financial Corp | 355 | $6,000 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 308 | $5,000 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 107 | $2,000 | 0.00% | +107 | 新進 |
| Quantbot Technologies LP | 100 | $1,000 | 0.00% | −11,854−99.2% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 20 | $339 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 25 | $0 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 0 | $0 | 0.00% | −32,265−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,716−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,866−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,448−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,341−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,653−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,475−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,650−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,210−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,708−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |