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。
2023 年第 2 季 13F 持有人
Capital Southwest Corp 在 2023/6/30 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
- 110
- 較 2023 年第 1 季 +10 家
- 持有股數
- 825.3 萬
- 較 2023 年第 1 季 +7.86 萬 (+1.0%)
- 總市值
- $1.63 億
- 較 2023 年第 1 季 +$1,783 萬 (+12.3%)
- 新進機構
- 18
- 另有 35 家加碼
- 清倉機構
- 8
- 另有 27 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 846,709 | $1,670 萬 | 1.02% | −4,738−0.6% | 減碼 |
| Sanders Morris Harris LLC | 700,099 | $1,381 萬 | 3.06% | −22,990−3.2% | 減碼 |
| Zuckerman Investment Group, LLC | 644,279 | $1,271 萬 | 1.82% | −13,297−2.0% | 減碼 |
| Van Eck Associates Corp | 592,140 | $1,168 萬 | 0.03% | +89,932+17.9% | 加碼 |
| Sound Income Strategies, LLC | 515,618 | $1,017 萬 | 1.05% | +22,092+4.5% | 加碼 |
| Invesco Ltd. | 495,111 | $976.4 萬 | 0.00% | −75,442−13.2% | 減碼 |
| First Manhattan Co | 393,378 | $775.7 萬 | 0.03% | −7,929−2.0% | 減碼 |
| Legal & General Group Plc | 253,608 | $499.9 萬 | 0.00% | +33,969+15.5% | 加碼 |
| Two Sigma Investments, LP | 220,191 | $434.2 萬 | 0.01% | +107,566+95.5% | 加碼 |
| Tectonic Advisors LLC | 219,572 | $433.0 萬 | 0.53% | +25,452+13.1% | 加碼 |
| BlackRock Inc. | 186,684 | $368.1 萬 | 0.00% | +9,452+5.3% | 加碼 |
| Advisors Asset Management, Inc. | 181,731 | $358.4 萬 | 0.07% | −10,634−5.5% | 減碼 |
| Grace & White Inc | 177,471 | $350.0 萬 | 0.64% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 158,858 | $313.3 萬 | 0.19% | +4,201+2.7% | 加碼 |
| Two Sigma Advisers, LP | 147,300 | $290.5 萬 | 0.01% | −108,100−42.3% | 減碼 |
| McKinley Capital Management LLC /Delaware | 126,231 | $248.9 萬 | 0.33% | +11,242+9.8% | 加碼 |
| Golden Green, Inc. | 121,164 | $238.9 萬 | 2.59% | +22,751+23.1% | 加碼 |
| LPL Financial LLC | 118,290 | $233.3 萬 | 0.00% | +3,780+3.3% | 加碼 |
| Moerus Capital Management LLC | 106,270 | $209.6 萬 | 0.61% | 00.0% | 不變 |
| Confluence Investment Management LLC | 96,256 | $189.8 萬 | 0.03% | +693+0.7% | 加碼 |
| Ameriprise Financial Inc | 95,096 | $187.5 萬 | 0.00% | +9,186+10.7% | 加碼 |
| Raymond James & Associates | 92,976 | $183.3 萬 | 0.00% | −6,402−6.4% | 減碼 |
| Royal Bank of Canada | 90,650 | $178.8 萬 | 0.00% | +5,119+6.0% | 加碼 |
| GraniteShares Advisors LLC | 81,912 | $161.5 萬 | 1.46% | −871−1.1% | 減碼 |
| Quadrature Capital Ltd | 80,358 | $158.5 萬 | 0.03% | +53,750+202.0% | 加碼 |
| National Asset Management, Inc. | 70,843 | $139.7 萬 | 0.03% | +6,962+10.9% | 加碼 |
| Morgan Stanley | 64,362 | $126.9 萬 | 0.00% | +28,830+81.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 61,742 | $121.8 萬 | 0.00% | +61,742 | 新進 |
| Putnam Investments LLC | 52,019 | $102.6 萬 | 0.00% | +1,420+2.8% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 51,003 | $100.6 萬 | 0.24% | −66−0.1% | 減碼 |
| First Republic Investment Management, Inc. | 45,990 | $90.7 萬 | 0.00% | 00.0% | 不變 |
| Redmont Wealth Advisors LLC | 45,473 | $89.7 萬 | 1.54% | +45,473 | 新進 |
| Commonwealth Equity Services, LLC | 44,788 | $88.3 萬 | 0.00% | +11,714+35.4% | 加碼 |
| Wells Fargo & Company | 44,454 | $87.7 萬 | 0.00% | +15,273+52.3% | 加碼 |
| Caldwell Sutter Capital, Inc. | 43,228 | $85.2 萬 | 0.45% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 40,470 | $79.8 萬 | 0.04% | 00.0% | 不變 |
| UBS Group AG | 39,610 | $78.1 萬 | 0.00% | +3,466+9.6% | 加碼 |
| Advisor Group Holdings, Inc. | 38,082 | $75.3 萬 | 0.00% | +14,410+60.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 38,196 | $75.3 萬 | 0.01% | +38,196 | 新進 |
| Cetera Investment Advisers | 37,721 | $74.4 萬 | 0.01% | +2,482+7.0% | 加碼 |
| Envestnet Asset Management Inc | 36,928 | $72.8 萬 | 0.00% | −2,008−5.2% | 減碼 |
| Advisory Research Inc | 36,813 | $72.6 萬 | 0.09% | −5,626−13.3% | 減碼 |
| Kestra Advisory Services, LLC | 35,311 | $69.6 萬 | 0.01% | −2,021−5.4% | 減碼 |
| Great West Life Assurance Co | 30,346 | $60.2 萬 | 0.00% | +1,405+4.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 29,059 | $57.3 萬 | 0.05% | +2,219+8.3% | 加碼 |
| All Season Financial Advisors, Inc. | 27,932 | $55.1 萬 | 0.49% | +44+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 27,078 | $53.4 萬 | 0.00% | +4,951+22.4% | 加碼 |
| CI Private Wealth, LLC | 24,678 | $48.7 萬 | 0.00% | −993−3.9% | 減碼 |
| First Dallas Securities Inc. | 22,500 | $44.4 萬 | 0.25% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,386 | $42.2 萬 | 0.00% | +21,386 | 新進 |
| Muzinich & Co., Inc. | 21,386 | $42.2 萬 | 0.37% | +21,386 | 新進 |
| Millennium Management LLC | 21,232 | $41.9 萬 | 0.00% | −330,696−94.0% | 減碼 |
| Hodges Capital Management Inc. | 0 | $40.1 萬 | 0.02% | −20,371−100.0% | 減碼 |
| Sunbelt Securities, Inc. | 19,408 | $38.3 萬 | 0.06% | +1,786+10.1% | 加碼 |
| Apollon Wealth Management, LLC | 18,979 | $37.4 萬 | 0.02% | +18,979 | 新進 |
| Bard Associates Inc | 18,910 | $37.3 萬 | 0.14% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 18,296 | $36.1 萬 | 0.21% | −7,132−28.0% | 減碼 |
| Monticello Wealth Management, LLC | 18,272 | $36.0 萬 | 0.04% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 17,108 | $33.7 萬 | 0.00% | +1,784+11.6% | 加碼 |
| Oppenheimer & Co Inc | 17,105 | $33.7 萬 | 0.01% | +17,105 | 新進 |
| Bank of America Corp | 17,051 | $33.6 萬 | 0.00% | −2,301−11.9% | 減碼 |
| SMH Capital Advisors Inc | 16,431 | $32.4 萬 | 0.70% | −786−4.6% | 減碼 |
| Horizon Kinetics Asset Management LLC | 16,400 | $32.3 萬 | 0.01% | −200−1.2% | 減碼 |
| Quantbot Technologies LP | 16,359 | $32.3 萬 | 0.02% | +16,359 | 新進 |
| The PNC Financial Services Group, Inc. | 15,972 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 15,000 | $29.6 萬 | 0.01% | +15,000 | 新進 |
| Squarepoint Ops LLC | 14,708 | $29.0 萬 | 0.00% | +14,708 | 新進 |
| US Bancorp | 13,837 | $27.3 萬 | 0.00% | +137+1.0% | 加碼 |
| Raymond James Trust N.A. | 13,486 | $26.6 萬 | 0.01% | +1,479+12.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 13,449 | $26.5 萬 | 0.01% | −3,528−20.8% | 減碼 |
| Stifel Financial Corp | 13,404 | $26.4 萬 | 0.00% | +3,088+29.9% | 加碼 |
| Mariner, LLC | 12,665 | $25.0 萬 | 0.00% | −95−0.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 12,375 | $24.4 萬 | 0.00% | +12,375 | 新進 |
| Good Life Advisors, LLC | 12,275 | $24.2 萬 | 0.03% | −902−6.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,736 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $22.7 萬 | 0.21% | 00.0% | 不變 |
| Change Path, LLC | 11,318 | $22.3 萬 | 0.01% | +11,318 | 新進 |
| Geode Capital Management, LLC | 11,251 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| Brown Advisory Inc | 10,700 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 10,664 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 10,000 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 7,349 | $14.5 萬 | 0.01% | −215−2.8% | 減碼 |
| Aquatic Capital Management LLC | 7,300 | $14.4 萬 | 0.01% | +7,300 | 新進 |
| Hollencrest Capital Management | 5,336 | $10.5 萬 | 0.01% | +153+3.0% | 加碼 |
| JPMorgan Chase & Co | 4,862 | $9.59 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,815 | $9.50 萬 | 0.00% | +2,383+98.0% | 加碼 |
| Washington Trust Advisors, Inc. | 3,674 | $7.25 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,675 | $5.28 萬 | 0.00% | −1,697−38.8% | 減碼 |
| Capital Analysts, LLC | 2,691 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,136 | $4.21 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 1,300 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,081 | $2.13 萬 | 0.00% | +1,081 | 新進 |
| CWM, LLC | 1,022 | $2.00 萬 | 0.00% | +1,000+4,545.5% | 加碼 |
| Signaturefd, LLC | 914 | $1.80 萬 | 0.00% | +288+46.0% | 加碼 |
| GWM Advisors LLC | 800 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 665 | $1.31 萬 | 0.00% | +665 | 新進 |
| Toth Financial Advisory Corp | 600 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 500 | $9,860 | 0.01% | 00.0% | 不變 |
| Tompkins Financial Corp | 355 | $7,001 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 236 | $5,000 | 0.00% | 00.0% | 不變 |