Capital Southwest Corp
CSWC- 交易所
- Nasdaq
- SEC CIK
- 0000017313
近 90 天，Capital Southwest Corp 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 189 家機構在 13F 申報持有，市值合計 $4.12 億；沒有大師持有。
2023 年第 3 季 13F 持有人
Capital Southwest Corp 在 2023/9/30 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
- 114
- 較 2023 年第 2 季 +4 家
- 持有股數
- 856.4 萬
- 較 2023 年第 2 季 +31.1 萬 (+3.8%)
- 總市值
- $1.96 億
- 較 2023 年第 2 季 +$3,298 萬 (+20.2%)
- 新進機構
- 17
- 另有 47 家加碼
- 清倉機構
- 13
- 另有 25 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 | $4.12 億 |
| 2026 年第 1 季 | 168 | $3.70 億 |
| 2025 年第 4 季 | 162 | $3.33 億 |
| 2025 年第 3 季 | 164 | $3.64 億 |
| 2025 年第 2 季 | 177 | $3.93 億 |
| 2025 年第 1 季 | 175 | $3.85 億 |
| 2024 年第 4 季 | 160 | $3.22 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 | $2.61 億 |
| 2023 年第 4 季 | 136 | $2.42 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 | $1.48 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 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $46 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 20 | $458 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 26 | $588 | 0.00% | +26 | 新進 |
| Lindbrook Capital, LLC | 26 | $595 | 0.00% | +26 | 新進 |
| Venturi Wealth Management, LLC | 55 | $1,260 | 0.00% | +55 | 新進 |
| Delta Asset Management LLC | 70 | $1,603 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 140 | $2,761 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 236 | $5,000 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 240 | $5,496 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 250 | $5,725 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 250 | $5,725 | 0.01% | +250 | 新進 |
| Tompkins Financial Corp | 355 | $8,130 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 375 | $8,588 | 0.00% | +375 | 新進 |
| Toth Financial Advisory Corp | 600 | $1.37 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 800 | $1.83 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,022 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,159 | $2.65 萬 | 0.00% | +245+26.8% | 加碼 |
| Proequities, Inc. | 1,300 | $2.98 萬 | 0.00% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 1,300 | $3.00 萬 | 0.00% | −6,000−82.2% | 減碼 |
| Simplex Trading, LLC | 1,342 | $3.00 萬 | 0.00% | +1,342 | 新進 |
| Tower Research Capital LLC (TRC) | 1,886 | $4.32 萬 | 0.00% | −789−29.5% | 減碼 |
| Group One Trading, L.P. | 2,072 | $4.74 萬 | 0.00% | +1,872+936.0% | 加碼 |
| TCTC Holdings, LLC | 2,136 | $4.89 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,691 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 4,312 | $9.87 萬 | 0.00% | −550−11.3% | 減碼 |
| Washington Trust Advisors, Inc. | 5,000 | $11.4 萬 | 0.01% | +1,326+36.1% | 加碼 |
| Parallel Advisors, LLC | 5,115 | $11.7 萬 | 0.00% | +300+6.2% | 加碼 |
| Hollencrest Capital Management | 5,481 | $12.6 萬 | 0.01% | +145+2.7% | 加碼 |
| Comerica Bank | 7,115 | $16.3 萬 | 0.00% | +7,115 | 新進 |
| Susquehanna Fundamental Investments, LLC | 8,804 | $20.2 萬 | 0.01% | −4,645−34.5% | 減碼 |
| PEAK6 Investments LLC | 9,124 | $20.9 萬 | 0.01% | +1,775+24.2% | 加碼 |
| Colony Group LLC | 9,679 | $22.2 萬 | 0.00% | +9,679 | 新進 |
| Guggenheim Capital LLC | 10,508 | $24.1 萬 | 0.00% | +10,508 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 10,573 | $24.2 萬 | 0.00% | +10,573 | 新進 |
| Segall Bryant & Hamill, LLC | 10,664 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Brown Advisory Inc | 10,700 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 10,848 | $24.8 萬 | 0.14% | +10,848 | 新進 |
| Cetera Advisors LLC | 11,052 | $25.3 萬 | 0.00% | +11,052 | 新進 |
| Geode Capital Management, LLC | 11,251 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Change Path, LLC | 11,347 | $26.0 萬 | 0.02% | +29+0.3% | 加碼 |
| Core Wealth Partners LLC | 11,520 | $26.4 萬 | 0.24% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 11,736 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 12,061 | $27.6 萬 | 0.00% | −4,990−29.3% | 減碼 |
| Mariner, LLC | 12,348 | $28.3 萬 | 0.00% | −317−2.5% | 減碼 |
| Good Life Advisors, LLC | 12,413 | $28.4 萬 | 0.03% | +138+1.1% | 加碼 |
| HighTower Advisors, LLC | 13,023 | $29.8 萬 | 0.00% | +13,023 | 新進 |
| US Bancorp | 13,877 | $31.8 萬 | 0.00% | +40+0.3% | 加碼 |
| Northern Trust Corp | 13,975 | $32.0 萬 | 0.00% | +13,975 | 新進 |
| Atria Wealth Solutions, Inc. | 15,104 | $34.6 萬 | 0.00% | −2,004−11.7% | 減碼 |
| Raymond James Trust N.A. | 15,761 | $36.1 萬 | 0.01% | +2,275+16.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,972 | $36.6 萬 | 0.00% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 16,400 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| Winton Group Ltd | 16,990 | $38.9 萬 | 0.03% | +16,990 | 新進 |
| SMH Capital Advisors Inc | 17,023 | $39.0 萬 | 0.91% | +592+3.6% | 加碼 |
| Monticello Wealth Management, LLC | 18,272 | $41.8 萬 | 0.04% | 00.0% | 不變 |
| Bard Associates Inc | 18,810 | $43.1 萬 | 0.18% | −100−0.5% | 減碼 |
| Apollon Wealth Management, LLC | 19,290 | $44.2 萬 | 0.02% | +311+1.6% | 加碼 |
| Sunbelt Securities, Inc. | 19,419 | $44.5 萬 | 0.06% | +11+0.1% | 加碼 |
| Quantbot Technologies LP | 22,655 | $51.9 萬 | 0.03% | +6,296+38.5% | 加碼 |
| CI Private Wealth, LLC | 23,303 | $53.4 萬 | 0.00% | −1,375−5.6% | 減碼 |
| Virtus ETF Advisers LLC | 27,757 | $63.6 萬 | 0.39% | +9,461+51.7% | 加碼 |
| All Season Financial Advisors, Inc. | 29,402 | $67.3 萬 | 0.68% | +1,470+5.3% | 加碼 |
| Oppenheimer & Co Inc | 31,588 | $72.3 萬 | 0.01% | +14,483+84.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 31,693 | $72.6 萬 | 0.07% | +2,634+9.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 32,567 | $74.6 萬 | 0.00% | +11,181+52.3% | 加碼 |
| Muzinich & Co., Inc. | 32,567 | $74.6 萬 | 0.65% | +11,181+52.3% | 加碼 |
| Advisory Research Inc | 32,716 | $74.9 萬 | 0.10% | −4,097−11.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 33,446 | $76.6 萬 | 0.00% | +6,368+23.5% | 加碼 |
| Quadrature Capital Ltd | 33,571 | $76.9 萬 | 0.02% | −46,787−58.2% | 減碼 |
| Envestnet Asset Management Inc | 38,300 | $87.7 萬 | 0.00% | +1,372+3.7% | 加碼 |
| Cetera Investment Advisers | 39,138 | $89.6 萬 | 0.01% | +1,417+3.8% | 加碼 |
| Advisor Group Holdings, Inc. | 39,205 | $89.8 萬 | 0.00% | +1,123+2.9% | 加碼 |
| Kestra Advisory Services, LLC | 39,660 | $90.8 萬 | 0.01% | +4,349+12.3% | 加碼 |
| Great West Life Assurance Co | 40,017 | $91.6 萬 | 0.00% | +9,671+31.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 42,430 | $97.2 萬 | 0.01% | +42,430 | 新進 |
| Caldwell Sutter Capital, Inc. | 43,228 | $99.0 萬 | 0.55% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 44,171 | $101.2 萬 | 0.01% | +31,796+256.9% | 加碼 |
| UBS Group AG | 45,296 | $103.7 萬 | 0.00% | +5,686+14.4% | 加碼 |
| First Republic Investment Management, Inc. | 45,990 | $105.3 萬 | 0.00% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 50,744 | $116.2 萬 | 0.26% | −259−0.5% | 減碼 |
| Commonwealth Equity Services, LLC | 52,307 | $119.8 萬 | 0.00% | +7,519+16.8% | 加碼 |
| Wells Fargo & Company | 53,346 | $122.2 萬 | 0.00% | +8,892+20.0% | 加碼 |
| National Asset Management, Inc. | 55,254 | $126.5 萬 | 0.03% | −15,589−22.0% | 減碼 |
| Putnam Investments LLC | 59,643 | $136.6 萬 | 0.00% | +7,624+14.7% | 加碼 |
| Citadel Advisors LLC | 62,649 | $143.5 萬 | 0.00% | +62,612+169,221.6% | 加碼 |
| Hodges Capital Management Inc. | 63,404 | $145.2 萬 | 0.17% | +63,404 | 加碼 |
| Legacy Capital Wealth Partners, LLC | 73,977 | $169.4 萬 | 0.46% | +73,977 | 新進 |
| Redmont Wealth Advisors LLC | 75,512 | $172.9 萬 | 3.04% | +30,039+66.1% | 加碼 |
| GraniteShares Advisors LLC | 85,178 | $195.1 萬 | 1.82% | +3,266+4.0% | 加碼 |
| Royal Bank of Canada | 86,731 | $198.6 萬 | 0.00% | −3,919−4.3% | 減碼 |
| Ameriprise Financial Inc | 87,751 | $200.9 萬 | 0.00% | −7,345−7.7% | 減碼 |
| Morgan Stanley | 87,812 | $201.1 萬 | 0.00% | +23,450+36.4% | 加碼 |
| Raymond James & Associates | 90,077 | $206.3 萬 | 0.00% | −2,899−3.1% | 減碼 |
| Confluence Investment Management LLC | 96,395 | $220.7 萬 | 0.03% | +139+0.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 103,735 | $237.6 萬 | 0.00% | +41,993+68.0% | 加碼 |
| Moerus Capital Management LLC | 106,270 | $243.4 萬 | 0.80% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 122,462 | $280.4 萬 | 0.39% | −3,769−3.0% | 減碼 |
| Golden Green, Inc. | 122,481 | $280.5 萬 | 2.94% | +1,317+1.1% | 加碼 |
| LPL Financial LLC | 129,106 | $295.7 萬 | 0.00% | +10,816+9.1% | 加碼 |
| Two Sigma Advisers, LP | 170,500 | $390.4 萬 | 0.01% | +23,200+15.8% | 加碼 |