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 4 季 13F 持有人
Capital Southwest Corp 在 2023/12/31 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
- 136
- 較 2023 年第 3 季 +26 家
- 持有股數
- 1,028 萬
- 較 2023 年第 3 季 +189.7 萬 (+22.6%)
- 總市值
- $2.44 億
- 較 2023 年第 3 季 +$5,169 萬 (+26.9%)
- 新進機構
- 38
- 另有 49 家加碼
- 清倉機構
- 12
- 另有 29 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 | 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 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 781,986 | $1,853 萬 | 1.08% | +8,425+1.1% | 加碼 |
| Van Eck Associates Corp | 731,498 | $1,734 萬 | 0.03% | +70,093+10.6% | 加碼 |
| Melia Wealth LLC | 682,337 | $1,617 萬 | 8.50% | +682,337 | 新進 |
| Zuckerman Investment Group, LLC | 613,137 | $1,453 萬 | 1.88% | −30,692−4.8% | 減碼 |
| Sound Income Strategies, LLC | 532,307 | $1,262 萬 | 1.05% | +7,913+1.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 405,411 | $960.8 萬 | 0.12% | +362,981+855.5% | 加碼 |
| Invesco Ltd. | 380,951 | $902.9 萬 | 0.00% | −58,434−13.3% | 減碼 |
| Two Sigma Investments, LP | 378,964 | $898.1 萬 | 0.02% | +173,496+84.4% | 加碼 |
| First Manhattan Co | 376,494 | $892.3 萬 | 0.03% | −9,864−2.6% | 減碼 |
| Two Sigma Advisers, LP | 351,500 | $833.1 萬 | 0.02% | +181,000+106.2% | 加碼 |
| Legal & General Group Plc | 308,987 | $732.6 萬 | 0.00% | +32,832+11.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 247,300 | $586.1 萬 | 0.33% | +62,602+33.9% | 加碼 |
| Tectonic Advisors LLC | 241,935 | $573.4 萬 | 0.48% | +12,497+5.4% | 加碼 |
| BlackRock Inc. | 191,052 | $452.8 萬 | 0.00% | +10,676+5.9% | 加碼 |
| Morgan Stanley | 178,796 | $423.7 萬 | 0.00% | +90,984+103.6% | 加碼 |
| Grace & White Inc | 176,597 | $418.5 萬 | 0.73% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 163,232 | $386.9 萬 | 0.08% | −31,890−16.3% | 減碼 |
| Ameriprise Financial Inc | 159,015 | $377.0 萬 | 0.00% | +71,264+81.2% | 加碼 |
| LPL Financial LLC | 145,396 | $344.6 萬 | 0.00% | +16,290+12.6% | 加碼 |
| Hudson Bay Capital Management LP | 130,741 | $309.9 萬 | 0.03% | +130,741 | 新進 |
| McKinley Capital Management LLC /Delaware | 122,548 | $290.4 萬 | 0.37% | +86+0.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 115,094 | $272.8 萬 | 0.00% | +11,359+11.0% | 加碼 |
| Raymond James & Associates | 103,744 | $245.9 萬 | 0.00% | +13,667+15.2% | 加碼 |
| Millennium Management LLC | 98,831 | $234.2 萬 | 0.00% | +98,831 | 新進 |
| Confluence Investment Management LLC | 96,099 | $227.8 萬 | 0.03% | −296−0.3% | 減碼 |
| Moerus Capital Management LLC | 95,730 | $226.9 萬 | 0.68% | −10,540−9.9% | 減碼 |
| Total Clarity Wealth Management, Inc. | 94,060 | $222.9 萬 | 0.91% | +94,060 | 新進 |
| Marshall Wace, LLP | 93,744 | $222.2 萬 | 0.00% | +93,744 | 新進 |
| Citadel Advisors LLC | 81,866 | $194.0 萬 | 0.00% | +19,217+30.7% | 加碼 |
| Putnam Investments LLC | 81,291 | $192.7 萬 | 0.00% | +21,648+36.3% | 加碼 |
| Redmont Wealth Advisors LLC | 79,925 | $189.4 萬 | 2.76% | +4,413+5.8% | 加碼 |
| Muzinich & Co., Inc. | 74,979 | $177.7 萬 | 1.54% | +42,412+130.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 71,786 | $170.1 萬 | 0.00% | +39,219+120.4% | 加碼 |
| Goldman Sachs Group Inc | 68,682 | $162.8 萬 | 0.00% | +68,682 | 新進 |
| Argent Trust Co | 68,555 | $162.5 萬 | 0.08% | +68,555 | 新進 |
| Legacy Capital Wealth Partners, LLC | 68,284 | $161.8 萬 | 0.46% | −5,693−7.7% | 減碼 |
| Hodges Capital Management Inc. | 67,563 | $160.1 萬 | 0.08% | +4,159+6.6% | 加碼 |
| Royal Bank of Canada | 66,468 | $157.6 萬 | 0.00% | −20,263−23.4% | 減碼 |
| Quadrature Capital Ltd | 57,646 | $136.6 萬 | 0.02% | +24,075+71.7% | 加碼 |
| Foundations Investment Advisors, LLC | 54,558 | $132.6 萬 | 0.04% | +54,558 | 新進 |
| National Asset Management, Inc. | 54,331 | $128.8 萬 | 0.03% | −923−1.7% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 49,930 | $118.3 萬 | 0.25% | −814−1.6% | 減碼 |
| First Dallas Securities Inc. | 49,827 | $118.1 萬 | 0.61% | +49,827 | 新進 |
| Jump Financial, LLC | 49,700 | $117.8 萬 | 0.04% | +49,700 | 新進 |
| Wells Fargo & Company | 47,369 | $112.3 萬 | 0.00% | −5,977−11.2% | 減碼 |
| UBS Group AG | 47,180 | $111.8 萬 | 0.00% | +1,884+4.2% | 加碼 |
| Commonwealth Equity Services, LLC | 45,233 | $107.2 萬 | 0.00% | −7,074−13.5% | 減碼 |
| Kestra Advisory Services, LLC | 43,584 | $103.3 萬 | 0.01% | +3,924+9.9% | 加碼 |
| Caldwell Sutter Capital, Inc. | 43,228 | $102.5 萬 | 0.52% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 40,654 | $96.3 萬 | 0.02% | +9,066+28.7% | 加碼 |
| Tudor Investment Corp Et Al | 38,298 | $90.8 萬 | 0.01% | +38,298 | 新進 |
| Advisor Group Holdings, Inc. | 36,868 | $87.4 萬 | 0.00% | −2,337−6.0% | 減碼 |
| Great West Life Assurance Co | 36,291 | $85.5 萬 | 0.00% | −3,726−9.3% | 減碼 |
| Cetera Investment Advisers | 35,180 | $83.4 萬 | 0.01% | −3,958−10.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 33,426 | $79.2 萬 | 0.07% | +1,733+5.5% | 加碼 |
| HighTower Advisors, LLC | 32,286 | $76.1 萬 | 0.00% | +19,263+147.9% | 加碼 |
| Envestnet Asset Management Inc | 31,917 | $75.6 萬 | 0.00% | −6,383−16.7% | 減碼 |
| All Season Financial Advisors, Inc. | 28,747 | $68.1 萬 | 0.58% | −655−2.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 28,187 | $66.8 萬 | 0.00% | −5,259−15.7% | 減碼 |
| Simplex Trading, LLC | 26,844 | $63.6 萬 | 0.02% | +25,502+1,900.3% | 加碼 |
| Quantbot Technologies LP | 26,332 | $62.4 萬 | 0.04% | +3,677+16.2% | 加碼 |
| CI Private Wealth, LLC | 24,979 | $59.2 萬 | 0.00% | +1,676+7.2% | 加碼 |
| Winton Group Ltd | 22,704 | $53.8 萬 | 0.04% | +5,714+33.6% | 加碼 |
| ExodusPoint Capital Management, LP | 22,591 | $53.5 萬 | 0.01% | +22,591 | 新進 |
| Apollon Wealth Management, LLC | 20,429 | $48.4 萬 | 0.02% | +1,139+5.9% | 加碼 |
| Sunbelt Securities, Inc. | 19,431 | $46.1 萬 | 0.06% | +12+0.1% | 加碼 |
| Virtus ETF Advisers LLC | 19,238 | $45.6 萬 | 0.29% | −8,519−30.7% | 減碼 |
| Bard Associates Inc | 18,510 | $43.9 萬 | 0.17% | −300−1.6% | 減碼 |
| Monticello Wealth Management, LLC | 18,272 | $43.3 萬 | 0.04% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 17,900 | $42.4 萬 | 0.01% | +16,600+1,276.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 17,638 | $41.8 萬 | 0.00% | +17,638 | 新進 |
| Raymond James Trust N.A. | 17,324 | $41.1 萬 | 0.01% | +1,563+9.9% | 加碼 |
| SMH Capital Advisors Inc | 16,944 | $40.2 萬 | 0.87% | −79−0.5% | 減碼 |
| Samalin Investment Counsel, LLC | 16,630 | $39.4 萬 | 0.20% | +5,782+53.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,972 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 15,989 | $37.8 萬 | 0.00% | +15,989 | 新進 |
| Mariner, LLC | 15,821 | $37.5 萬 | 0.00% | +3,473+28.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 15,600 | $37.0 萬 | 0.01% | −800−4.9% | 減碼 |
| US Bancorp | 14,828 | $35.1 萬 | 0.00% | +951+6.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 13,670 | $32.4 萬 | 0.00% | −1,434−9.5% | 減碼 |
| Cetera Advisors LLC | 12,644 | $30.0 萬 | 0.00% | +1,592+14.4% | 加碼 |
| Virtu Financial LLC | 12,547 | $29.7 萬 | 0.02% | +12,547 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 12,282 | $29.1 萬 | 0.00% | −31,889−72.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,736 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 11,587 | $27.5 萬 | 0.00% | +1,079+10.3% | 加碼 |
| Squarepoint Ops LLC | 11,539 | $27.3 萬 | 0.00% | +11,539 | 新進 |
| Core Wealth Partners LLC | 11,520 | $27.3 萬 | 0.22% | 00.0% | 不變 |
| Group One Trading, L.P. | 11,372 | $27.0 萬 | 0.01% | +9,300+448.8% | 加碼 |
| Good Life Advisors, LLC | 11,283 | $26.7 萬 | 0.03% | −1,130−9.1% | 減碼 |
| Geode Capital Management, LLC | 11,251 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Brown Advisory Inc | 10,700 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 10,447 | $24.8 萬 | 0.02% | +10,447 | 新進 |
| Creative Planning | 9,895 | $23.5 萬 | 0.00% | +9,895 | 新進 |
| Private Advisor Group, LLC | 9,870 | $23.4 萬 | 0.00% | +9,870 | 新進 |
| Evergreen Capital Management LLC | 9,866 | $23.4 萬 | 0.01% | +9,866 | 新進 |
| Avantax Advisory Services, Inc. | 9,470 | $22.4 萬 | 0.00% | +9,470 | 新進 |
| Colony Group, LLC | 9,129 | $21.6 萬 | 0.00% | +9,129 | 新進 |
| JPMorgan Chase & Co | 8,624 | $20.4 萬 | 0.00% | +4,312+100.0% | 加碼 |
| Precision Wealth Strategies, LLC | 8,615 | $20.4 萬 | 0.20% | +8,615 | 新進 |
| Inspire Advisors, LLC | 8,560 | $20.3 萬 | 0.03% | +8,560 | 新進 |