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。
2023 年第 1 季 13F 持有人
Capital Southwest Corp 在 2023/3/31 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
- 101
- 較 2022 年第 4 季 −1 家
- 持有股數
- 817.5 萬
- 較 2022 年第 4 季 −87.1 萬 (−9.6%)
- 總市值
- $1.45 億
- 較 2022 年第 4 季 −$914.5 萬 (−5.9%)
- 新進機構
- 15
- 另有 38 家加碼
- 清倉機構
- 16
- 另有 22 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 851,447 | $1,514 萬 | 0.98% | +103,390+13.8% | 加碼 |
| Sanders Morris Harris LLC | 723,089 | $1,286 萬 | 4.49% | +5,175+0.7% | 加碼 |
| Zuckerman Investment Group, LLC | 657,576 | $1,169 萬 | 1.78% | +25,056+4.0% | 加碼 |
| Invesco Ltd. | 570,553 | $1,014 萬 | 0.00% | −3,173−0.6% | 減碼 |
| Van Eck Associates Corp | 502,208 | $892.9 萬 | 0.02% | +62,981+14.3% | 加碼 |
| Sound Income Strategies, LLC | 493,526 | $877.5 萬 | 0.95% | +26,159+5.6% | 加碼 |
| First Manhattan Co | 401,307 | $713.5 萬 | 0.03% | −15,033−3.6% | 減碼 |
| Millennium Management LLC | 351,928 | $625.7 萬 | 0.01% | −523,398−59.8% | 減碼 |
| Two Sigma Advisers, LP | 255,400 | $454.1 萬 | 0.01% | −141,300−35.6% | 減碼 |
| Legal & General Group Plc | 219,639 | $391.0 萬 | 0.00% | +37,839+20.8% | 加碼 |
| Tectonic Advisors LLC | 194,120 | $345.1 萬 | 0.47% | +44,411+29.7% | 加碼 |
| Advisors Asset Management, Inc. | 192,365 | $342.0 萬 | 0.07% | +10,202+5.6% | 加碼 |
| Grace & White Inc | 177,471 | $315.5 萬 | 0.61% | 00.0% | 不變 |
| BlackRock Inc. | 177,232 | $315.1 萬 | 0.00% | −31,728−15.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 154,657 | $275.0 萬 | 0.17% | +15,499+11.1% | 加碼 |
| McKinley Capital Management LLC /Delaware | 114,989 | $204.5 萬 | 0.27% | +723+0.6% | 加碼 |
| LPL Financial LLC | 114,510 | $203.6 萬 | 0.00% | +10,292+9.9% | 加碼 |
| Two Sigma Investments, LP | 112,625 | $200.2 萬 | 0.01% | −185,992−62.3% | 減碼 |
| Moerus Capital Management LLC | 106,270 | $188.9 萬 | 0.57% | 00.0% | 不變 |
| Raymond James & Associates | 99,378 | $176.7 萬 | 0.00% | −71,283−41.8% | 減碼 |
| Golden Green, Inc. | 98,413 | $175.0 萬 | 2.05% | +98,413 | 新進 |
| Confluence Investment Management LLC | 95,563 | $169.9 萬 | 0.03% | −17,054−15.1% | 減碼 |
| Ameriprise Financial Inc | 85,910 | $152.5 萬 | 0.00% | +2,525+3.0% | 加碼 |
| Royal Bank of Canada | 85,531 | $152.1 萬 | 0.00% | −2,800−3.2% | 減碼 |
| GraniteShares Advisors LLC | 82,783 | $147.2 萬 | 1.30% | +47,101+132.0% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 67,130 | $119.4 萬 | 0.33% | +4,764+7.6% | 加碼 |
| National Asset Management, Inc. | 63,881 | $113.6 萬 | 0.03% | +2,336+3.8% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 51,069 | $90.8 萬 | 0.22% | +7,169+16.3% | 加碼 |
| Putnam Investments LLC | 50,599 | $90.0 萬 | 0.00% | +50,599 | 新進 |
| First Republic Investment Management, Inc. | 45,990 | $81.8 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 43,228 | $76.9 萬 | 0.56% | +700+1.6% | 加碼 |
| Advisory Research Inc | 42,439 | $75.5 萬 | 0.12% | +5,973+16.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 40,470 | $72.0 萬 | 0.04% | +40,470 | 新進 |
| Envestnet Asset Management Inc | 38,936 | $69.2 萬 | 0.00% | +8,016+25.9% | 加碼 |
| Kestra Advisory Services, LLC | 37,332 | $66.4 萬 | 0.01% | +2,532+7.3% | 加碼 |
| UBS Group AG | 36,144 | $64.3 萬 | 0.00% | +6,860+23.4% | 加碼 |
| Morgan Stanley | 35,532 | $63.2 萬 | 0.00% | −13,285−27.2% | 減碼 |
| Cetera Investment Advisers | 35,239 | $62.7 萬 | 0.01% | +13,836+64.6% | 加碼 |
| Commonwealth Equity Services, LLC | 33,074 | $58.8 萬 | 0.00% | +2,496+8.2% | 加碼 |
| Wells Fargo & Company | 29,181 | $51.9 萬 | 0.00% | +24,245+491.2% | 加碼 |
| Great West Life Assurance Co | 28,941 | $51.6 萬 | 0.00% | −3,210−10.0% | 減碼 |
| All Season Financial Advisors, Inc. | 27,888 | $49.6 萬 | 0.45% | +10,580+61.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 26,840 | $47.7 萬 | 0.05% | +26,840 | 新進 |
| Quadrature Capital Ltd | 26,608 | $47.3 萬 | 0.01% | −13,785−34.1% | 減碼 |
| CI Private Wealth, LLC | 25,671 | $45.6 萬 | 0.00% | +91+0.4% | 加碼 |
| Virtus ETF Advisers LLC | 25,428 | $45.2 萬 | 0.25% | +3,602+16.5% | 加碼 |
| Advisor Group Holdings, Inc. | 23,672 | $42.0 萬 | 0.00% | +7,298+44.6% | 加碼 |
| First Dallas Securities Inc. | 22,500 | $40.0 萬 | 0.24% | +6,000+36.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,127 | $39.3 萬 | 0.00% | −842−3.7% | 減碼 |
| Hodges Capital Management Inc. | 20,371 | $35.6 萬 | 0.03% | +4,751+30.4% | 加碼 |
| Bank of America Corp | 19,352 | $34.4 萬 | 0.00% | +13,209+215.0% | 加碼 |
| Bard Associates Inc | 18,910 | $33.6 萬 | 0.14% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 18,272 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 17,217 | $31.2 萬 | 1.85% | −718−4.0% | 減碼 |
| Sunbelt Securities, Inc. | 17,622 | $30.8 萬 | 0.05% | −939−5.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 16,977 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 16,600 | $29.5 萬 | 0.01% | −400−2.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,972 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 15,324 | $27.2 萬 | 0.00% | +15,324 | 新進 |
| US Bancorp | 13,700 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Good Life Advisors, LLC | 13,177 | $23.4 萬 | 0.03% | +274+2.1% | 加碼 |
| Mariner, LLC | 12,760 | $22.7 萬 | 0.00% | +940+8.0% | 加碼 |
| Raymond James Trust N.A. | 12,007 | $21.3 萬 | 0.01% | +12,007 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 11,736 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $20.5 萬 | 0.21% | 00.0% | 不變 |
| Geode Capital Management, LLC | 11,251 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Brown Advisory Inc | 10,700 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 10,664 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 10,577 | $18.8 萬 | 0.00% | −28,863−73.2% | 減碼 |
| Stifel Financial Corp | 10,316 | $18.3 萬 | 0.00% | +10,316 | 新進 |
| Gsa Capital Partners LLP | 10,201 | $18.1 萬 | 0.02% | −22,576−68.9% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 10,000 | $17.8 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 7,564 | $13.4 萬 | 0.01% | +7,564 | 新進 |
| Simplex Trading, LLC | 5,616 | $9.90 萬 | 0.00% | +394+7.5% | 加碼 |
| Hollencrest Capital Management | 5,183 | $9.22 萬 | 0.01% | +151+3.0% | 加碼 |
| JPMorgan Chase & Co | 4,862 | $8.60 萬 | 0.00% | −5,762−54.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,372 | $7.80 萬 | 0.00% | +4,372 | 新進 |
| Group One Trading, L.P. | 3,903 | $6.94 萬 | 0.00% | +3,603+1,201.0% | 加碼 |
| Washington Trust Advisors, Inc. | 3,674 | $6.53 萬 | 0.01% | −500−12.0% | 減碼 |
| Capital Analysts, LLC | 2,691 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,432 | $4.32 萬 | 0.00% | +346+16.6% | 加碼 |
| TCTC Holdings, LLC | 2,136 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,534 | $2.73 萬 | 0.00% | −443−22.4% | 減碼 |
| Proequities, Inc. | 1,300 | $2.31 萬 | 0.00% | +1,300 | 新進 |
| FMR LLC | 916 | $1.63 萬 | 0.00% | +916 | 新進 |
| GWM Advisors LLC | 800 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 800 | $1.42 萬 | 0.01% | +800 | 新進 |
| Signaturefd, LLC | 626 | $1.11 萬 | 0.00% | +296+89.7% | 加碼 |
| Toth Financial Advisory Corp | 600 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 500 | $8,890 | 0.01% | +500 | 新進 |
| Cape Investment Advisory, Inc. | 400 | $7,112 | 0.00% | +400 | 新進 |
| Tompkins Financial Corp | 355 | $6,312 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 250 | $4,445 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 236 | $4,000 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 152 | $2,703 | 0.00% | −227,166−99.9% | 減碼 |
| Johnson Financial Group, Inc. | 107 | $1,903 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 70 | $1,245 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 20 | $356 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 2 | $36 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 25 | $0 | 0.00% | 00.0% | 不變 |