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 4 季 13F 持有人
Capital Southwest Corp 在 2022/12/31 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
- 102
- 較 2022 年第 3 季 +15 家
- 持有股數
- 904.6 萬
- 較 2022 年第 3 季 +129.9 萬 (+16.8%)
- 總市值
- $1.54 億
- 較 2022 年第 3 季 +$2,325 萬 (+17.7%)
- 新進機構
- 25
- 另有 41 家加碼
- 清倉機構
- 10
- 另有 17 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Millennium Management LLC | 875,326 | $1,497 萬 | 0.02% | +165,544+23.3% | 加碼 |
| Punch & Associates Investment Management, Inc. | 748,057 | $1,279 萬 | 0.83% | +225,222+43.1% | 加碼 |
| Sanders Morris Harris LLC | 717,914 | $1,228 萬 | 4.65% | +1,775+0.2% | 加碼 |
| Zuckerman Investment Group, LLC | 632,520 | $1,082 萬 | 1.71% | +10,251+1.6% | 加碼 |
| Invesco Ltd. | 573,726 | $981.1 萬 | 0.00% | +573,726 | 新進 |
| Sound Income Strategies, LLC | 467,367 | $799.2 萬 | 1.02% | +66,718+16.7% | 加碼 |
| Van Eck Associates Corp | 439,227 | $751.0 萬 | 0.02% | +75,459+20.7% | 加碼 |
| First Manhattan Co | 416,340 | $711.9 萬 | 0.03% | −7,776−1.8% | 減碼 |
| Two Sigma Advisers, LP | 396,700 | $678.4 萬 | 0.02% | +166,000+72.0% | 加碼 |
| Two Sigma Investments, LP | 298,617 | $510.6 萬 | 0.02% | +128,670+75.7% | 加碼 |
| Citadel Advisors LLC | 227,318 | $388.7 萬 | 0.00% | +159,926+237.3% | 加碼 |
| BlackRock Inc. | 208,960 | $357.3 萬 | 0.00% | +3,668+1.8% | 加碼 |
| Marshall Wace, LLP | 191,577 | $327.6 萬 | 0.01% | −64,006−25.0% | 減碼 |
| Advisors Asset Management, Inc. | 182,163 | $311.5 萬 | 0.06% | −13,022−6.7% | 減碼 |
| Legal & General Group Plc | 181,800 | $310.6 萬 | 0.00% | +18,945+11.6% | 加碼 |
| Grace & White Inc | 177,471 | $303.5 萬 | 0.60% | +8,000+4.7% | 加碼 |
| Raymond James & Associates | 170,661 | $291.8 萬 | 0.00% | +134,706+374.7% | 加碼 |
| Tectonic Advisors LLC | 149,709 | $256.0 萬 | 0.40% | +42,987+40.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 139,158 | $238.0 萬 | 0.15% | +1,513+1.1% | 加碼 |
| McKinley Capital Management LLC /Delaware | 114,266 | $195.4 萬 | 0.26% | −5,177−4.3% | 減碼 |
| Confluence Investment Management LLC | 112,617 | $192.6 萬 | 0.03% | +5,849+5.5% | 加碼 |
| Moerus Capital Management LLC | 106,270 | $181.7 萬 | 0.55% | −19,550−15.5% | 減碼 |
| LPL Financial LLC | 104,218 | $178.2 萬 | 0.00% | +20,905+25.1% | 加碼 |
| Royal Bank of Canada | 88,331 | $151.1 萬 | 0.00% | +2,064+2.4% | 加碼 |
| Ameriprise Financial Inc | 83,385 | $142.5 萬 | 0.00% | +10,484+14.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 62,366 | $106.6 萬 | 0.51% | +9,469+17.9% | 加碼 |
| National Asset Management, Inc. | 61,545 | $105.2 萬 | 0.03% | +2,869+4.9% | 加碼 |
| Morgan Stanley | 48,817 | $83.5 萬 | 0.00% | +25,068+105.6% | 加碼 |
| First Republic Investment Management, Inc. | 45,990 | $78.6 萬 | 0.00% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 43,900 | $75.1 萬 | 0.18% | +22,352+103.7% | 加碼 |
| Caldwell Sutter Capital, Inc. | 42,528 | $72.7 萬 | 0.64% | +42,528 | 新進 |
| Quadrature Capital Ltd | 40,393 | $69.1 萬 | 0.02% | +40,393 | 新進 |
| Qube Research & Technologies Ltd | 39,440 | $67.4 萬 | 0.00% | +39,440 | 新進 |
| Advisory Research Inc | 36,466 | $62.4 萬 | 0.06% | +520+1.4% | 加碼 |
| GraniteShares Advisors LLC | 35,682 | $61.0 萬 | 0.50% | +35,682 | 新進 |
| Kestra Advisory Services, LLC | 34,800 | $59.5 萬 | 0.01% | −2,339−6.3% | 減碼 |
| Gsa Capital Partners LLP | 32,777 | $56.0 萬 | 0.07% | +32,777 | 新進 |
| Great West Life Assurance Co | 32,151 | $55.3 萬 | 0.00% | +701+2.2% | 加碼 |
| Envestnet Asset Management Inc | 30,920 | $52.9 萬 | 0.00% | +1,141+3.8% | 加碼 |
| Commonwealth Equity Services, LLC | 30,578 | $52.2 萬 | 0.00% | +7,449+32.2% | 加碼 |
| UBS Group AG | 29,284 | $50.1 萬 | 0.00% | +6,957+31.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 27,400 | $46.9 萬 | 0.00% | +15,400+128.3% | 加碼 |
| CI Private Wealth, LLC | 25,580 | $43.7 萬 | 0.00% | +25,580 | 新進 |
| Susquehanna International Group, LLP | 24,359 | $41.7 萬 | 0.00% | +13,715+128.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,969 | $39.3 萬 | 0.00% | −2,082−8.3% | 減碼 |
| Virtus ETF Advisers LLC | 21,826 | $37.3 萬 | 0.19% | +365+1.7% | 加碼 |
| Cetera Investment Advisers | 21,403 | $36.6 萬 | 0.00% | +1,632+8.3% | 加碼 |
| Banque Pictet & Cie SA | 20,000 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Pictet North America Advisors SA | 20,000 | $34.2 萬 | 0.06% | 00.0% | 不變 |
| Bard Associates Inc | 18,910 | $32.3 萬 | 0.14% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 18,561 | $31.7 萬 | 0.06% | +2,325+14.3% | 加碼 |
| Monticello Wealth Management, LLC | 18,272 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 17,935 | $30.7 萬 | 0.45% | +17,935 | 新進 |
| All Season Financial Advisors, Inc. | 17,308 | $29.6 萬 | 0.26% | +488+2.9% | 加碼 |
| Quantbot Technologies LP | 17,135 | $29.3 萬 | 0.02% | +17,035+17,035.0% | 加碼 |
| Horizon Kinetics Asset Management LLC | 17,000 | $29.1 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 16,977 | $29.0 萬 | 0.01% | −10,412−38.0% | 減碼 |
| First Dallas Securities Inc. | 16,500 | $28.2 萬 | 0.17% | +16,500 | 新進 |
| Advisor Group Holdings, Inc. | 16,374 | $28.0 萬 | 0.00% | −178−1.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,972 | $27.3 萬 | 0.00% | −642−3.9% | 減碼 |
| Hodges Capital Management Inc. | 15,620 | $26.7 萬 | 0.02% | +15,620 | 新進 |
| US Bancorp | 13,700 | $23.4 萬 | 0.00% | −1,226−8.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 13,521 | $23.1 萬 | 0.00% | +1,886+16.2% | 加碼 |
| Good Life Advisors, LLC | 12,903 | $22.1 萬 | 0.03% | +545+4.4% | 加碼 |
| Mariner, LLC | 11,820 | $20.2 萬 | 0.00% | −41−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,736 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $19.7 萬 | 0.22% | +11,520 | 新進 |
| Geode Capital Management, LLC | 11,251 | $19.2 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 11,177 | $19.1 萬 | 0.00% | +258+2.4% | 加碼 |
| Brown Advisory Inc | 10,700 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 10,624 | $18.2 萬 | 0.00% | −10,734−50.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 10,664 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 10,451 | $17.9 萬 | 0.02% | +10,451 | 新進 |
| State Farm Mutual Automobile Insurance Co | 10,000 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 6,143 | $10.5 萬 | 0.00% | +1,298+26.8% | 加碼 |
| Simplex Trading, LLC | 5,222 | $8.90 萬 | 0.00% | +5,222 | 新進 |
| Hollencrest Capital Management | 5,032 | $8.61 萬 | 0.01% | +5,032 | 新進 |
| Wells Fargo & Company | 4,936 | $8.44 萬 | 0.00% | −684−12.2% | 減碼 |
| Washington Trust Advisors, Inc. | 4,174 | $7.14 萬 | 0.01% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,691 | $4.60 萬 | 0.00% | +76+2.9% | 加碼 |
| TCTC Holdings, LLC | 2,136 | $3.65 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,086 | $3.57 萬 | 0.00% | +2,086 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 2,000 | $3.42 萬 | 0.00% | +2,000 | 新進 |
| Belpointe Asset Management LLC | 1,977 | $3.38 萬 | 0.00% | +1,977 | 新進 |
| Quarry LP | 1,891 | $3.23 萬 | 0.04% | +1,891 | 新進 |
| My Personal CFO, LLC | 800 | $1.37 萬 | 0.01% | +800 | 新進 |
| Madden Securities Corp | 650 | $1.11 萬 | 0.01% | +650 | 新進 |
| Toth Financial Advisory Corp | 600 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 355 | $6,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 330 | $5,643 | 0.00% | −258−43.9% | 減碼 |
| Group One Trading, L.P. | 300 | $5,130 | 0.00% | −100−25.0% | 減碼 |
| Focused Wealth Management, Inc | 250 | $4,275 | 0.00% | +250 | 新進 |
| Tradition Wealth Management, LLC | 236 | $4,000 | 0.00% | −72−23.4% | 減碼 |
| Quadrant Capital Group LLC | 140 | $2,394 | 0.00% | +140 | 新進 |
| Johnson Financial Group, Inc. | 107 | $1,830 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 70 | $1,197 | 0.00% | +70 | 新進 |
| Farther Finance Advisors, LLC | 25 | $428 | 0.00% | +25 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 20 | $342 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 11,634 | $199 | 0.00% | +502+4.5% | 加碼 |
| Huntington National Bank | 2 | $34 | 0.00% | 00.0% | 不變 |