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。
2024 年第 1 季 13F 持有人
Capital Southwest Corp 在 2024/3/31 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
- 140
- 較 2023 年第 4 季 +5 家
- 持有股數
- 1,046 萬
- 較 2023 年第 4 季 +35.5 萬 (+3.5%)
- 總市值
- $2.61 億
- 較 2023 年第 4 季 +$2,134 萬 (+8.9%)
- 新進機構
- 29
- 另有 55 家加碼
- 清倉機構
- 24
- 另有 33 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 847,225 | $2,115 萬 | 0.03% | +115,727+15.8% | 加碼 |
| Punch & Associates Investment Management, Inc. | 669,313 | $1,671 萬 | 0.95% | −112,673−14.4% | 減碼 |
| Sanders Morris Harris LLC | 644,206 | $1,608 萬 | 2.95% | +644,206 | 新進 |
| Zuckerman Investment Group, LLC | 643,120 | $1,605 萬 | 1.82% | +29,983+4.9% | 加碼 |
| Sound Income Strategies, LLC | 549,655 | $1,372 萬 | 1.02% | +17,348+3.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 437,389 | $1,092 萬 | 0.12% | +31,978+7.9% | 加碼 |
| Two Sigma Investments, LP | 398,721 | $995.2 萬 | 0.02% | +19,757+5.2% | 加碼 |
| Two Sigma Advisers, LP | 385,800 | $963.0 萬 | 0.02% | +34,300+9.8% | 加碼 |
| First Manhattan Co | 373,325 | $931.9 萬 | 0.03% | −3,169−0.8% | 減碼 |
| Melia Wealth LLC | 372,073 | $928.7 萬 | 5.22% | −310,264−45.5% | 減碼 |
| Legal & General Group Plc | 329,008 | $820.5 萬 | 0.00% | +20,021+6.5% | 加碼 |
| Tectonic Advisors LLC | 256,698 | $640.7 萬 | 0.49% | +14,763+6.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 239,376 | $597.5 萬 | 0.32% | −7,924−3.2% | 減碼 |
| Morgan Stanley | 192,118 | $479.5 萬 | 0.00% | +102,720+114.9% | 加碼 |
| Grace & White Inc | 176,597 | $440.8 萬 | 0.79% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 171,087 | $427.0 萬 | 0.08% | +7,855+4.8% | 加碼 |
| BlackRock Inc. | 158,635 | $396.0 萬 | 0.00% | −32,417−17.0% | 減碼 |
| LPL Financial LLC | 153,500 | $383.1 萬 | 0.00% | +8,104+5.6% | 加碼 |
| McKinley Capital Management LLC /Delaware | 120,451 | $300.6 萬 | 0.36% | −2,097−1.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 117,920 | $294.3 萬 | 0.00% | +2,826+2.5% | 加碼 |
| Citadel Advisors LLC | 117,745 | $293.9 萬 | 0.00% | +35,879+43.8% | 加碼 |
| Franklin Resources Inc | 108,560 | $271.0 萬 | 0.00% | +108,560 | 新進 |
| Ameriprise Financial Inc | 100,278 | $250.3 萬 | 0.00% | −58,737−36.9% | 減碼 |
| Total Clarity Wealth Management, Inc. | 97,160 | $242.5 萬 | 0.84% | +3,100+3.3% | 加碼 |
| Confluence Investment Management LLC | 95,774 | $239.1 萬 | 0.03% | −325−0.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 94,701 | $236.4 萬 | 0.00% | +22,915+31.9% | 加碼 |
| Raymond James & Associates | 83,736 | $209.0 萬 | 0.00% | −20,008−19.3% | 減碼 |
| FJ Capital Management LLC | 82,205 | $205.2 萬 | 0.21% | +82,205 | 新進 |
| Moerus Capital Management LLC | 82,097 | $204.9 萬 | 0.64% | −13,633−14.2% | 減碼 |
| Argent Trust Co | 79,124 | $197.5 萬 | 0.09% | +10,569+15.4% | 加碼 |
| Redmont Wealth Advisors LLC | 78,460 | $195.8 萬 | 2.71% | −1,465−1.8% | 減碼 |
| Millennium Management LLC | 76,666 | $191.4 萬 | 0.00% | −22,165−22.4% | 減碼 |
| Hodges Capital Management Inc. | 72,376 | $180.6 萬 | 0.11% | +4,813+7.1% | 加碼 |
| Muzinich & Co., Inc. | 74,979 | $177.7 萬 | 1.54% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 70,201 | $175.2 萬 | 0.00% | +24,968+55.2% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 67,965 | $169.6 萬 | 0.03% | +67,965 | 新進 |
| Foundations Investment Advisors, LLC | 65,453 | $163.4 萬 | 0.04% | +10,895+20.0% | 加碼 |
| Royal Bank of Canada | 65,138 | $162.6 萬 | 0.00% | −1,330−2.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 63,500 | $158.5 萬 | 0.01% | +63,500 | 新進 |
| Cozad Asset Management Inc | 62,370 | $155.7 萬 | 0.16% | +62,370 | 新進 |
| Jane Street Group, LLC | 60,059 | $149.9 萬 | 0.00% | +60,059 | 新進 |
| UBS Group AG | 56,591 | $141.3 萬 | 0.00% | +9,411+19.9% | 加碼 |
| First Dallas Securities Inc. | 53,448 | $133.4 萬 | 0.61% | +3,621+7.3% | 加碼 |
| Jump Financial, LLC | 50,963 | $127.2 萬 | 0.03% | +1,263+2.5% | 加碼 |
| National Asset Management, Inc. | 55,254 | $126.5 萬 | 0.03% | +923+1.7% | 加碼 |
| Barclays PLC | 49,502 | $123.6 萬 | 0.00% | +48,859+7,598.6% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 47,044 | $117.4 萬 | 0.22% | −2,886−5.8% | 減碼 |
| Cetera Investment Advisers | 45,396 | $113.3 萬 | 0.00% | +10,216+29.0% | 加碼 |
| HRT Financial LP | 45,145 | $112.6 萬 | 0.01% | +29,156+182.4% | 加碼 |
| Kestra Advisory Services, LLC | 43,864 | $109.5 萬 | 0.01% | +280+0.6% | 加碼 |
| Caldwell Sutter Capital, Inc. | 43,228 | $107.9 萬 | 0.52% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 42,981 | $107.3 萬 | 0.00% | +6,113+16.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 42,083 | $105.0 萬 | 0.14% | +42,083 | 新進 |
| Wintrust Investments LLC | 40,150 | $100.2 萬 | 0.09% | +40,150 | 新進 |
| Oppenheimer & Co Inc | 39,899 | $99.6 萬 | 0.02% | −755−1.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 37,647 | $94.0 萬 | 0.01% | +37,647 | 新進 |
| Wells Fargo & Company | 37,570 | $93.8 萬 | 0.00% | −9,799−20.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 36,600 | $91.4 萬 | 0.07% | +3,174+9.5% | 加碼 |
| Trexquant Investment LP | 33,855 | $84.5 萬 | 0.02% | +33,855 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 33,160 | $82.8 萬 | 0.00% | +4,973+17.6% | 加碼 |
| Invesco Ltd. | 32,959 | $82.3 萬 | 0.00% | −347,992−91.3% | 減碼 |
| Great West Life Assurance Co | 27,606 | $68.9 萬 | 0.00% | −8,685−23.9% | 減碼 |
| Envestnet Asset Management Inc | 25,419 | $63.4 萬 | 0.00% | −6,498−20.4% | 減碼 |
| Virtus ETF Advisers LLC | 25,319 | $63.2 萬 | 0.34% | +6,081+31.6% | 加碼 |
| Sunbelt Securities, Inc. | 24,389 | $60.9 萬 | 0.07% | +4,958+25.5% | 加碼 |
| All Season Financial Advisors, Inc. | 22,788 | $56.9 萬 | 0.47% | −5,959−20.7% | 減碼 |
| Raymond James Trust N.A. | 22,544 | $56.3 萬 | 0.01% | +5,220+30.1% | 加碼 |
| Apollon Wealth Management, LLC | 20,473 | $51.1 萬 | 0.02% | +44+0.2% | 加碼 |
| CI Private Wealth, LLC | 20,342 | $50.8 萬 | 0.00% | −4,637−18.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 18,546 | $46.3 萬 | 0.00% | +6,264+51.0% | 加碼 |
| Aquatic Capital Management LLC | 18,500 | $46.2 萬 | 0.02% | +600+3.4% | 加碼 |
| Samalin Investment Counsel, LLC | 18,435 | $46.0 萬 | 0.22% | +1,805+10.9% | 加碼 |
| Monticello Wealth Management, LLC | 18,272 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Bard Associates Inc | 18,180 | $45.4 萬 | 0.16% | −330−1.8% | 減碼 |
| SMH Capital Advisors Inc | 17,348 | $43.3 萬 | 1.17% | +404+2.4% | 加碼 |
| Quantbot Technologies LP | 17,090 | $42.7 萬 | 0.02% | −9,242−35.1% | 減碼 |
| Dearborn Partners LLC | 16,483 | $41.1 萬 | 0.02% | +16,483 | 新進 |
| Mariner, LLC | 16,131 | $40.3 萬 | 0.00% | +310+2.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,972 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 15,965 | $39.8 萬 | 0.00% | +4,378+37.8% | 加碼 |
| US Bancorp | 14,664 | $36.6 萬 | 0.00% | −164−1.1% | 減碼 |
| Susquehanna International Group, LLP | 14,167 | $35.4 萬 | 0.00% | +14,167 | 新進 |
| SG Americas Securities, LLC | 14,079 | $35.1 萬 | 0.00% | +14,079 | 新進 |
| Bank of America Corp | 12,889 | $32.2 萬 | 0.00% | +6,483+101.2% | 加碼 |
| Private Advisor Group, LLC | 12,075 | $30.1 萬 | 0.00% | +2,205+22.3% | 加碼 |
| HighTower Advisors, LLC | 12,052 | $30.0 萬 | 0.00% | −20,234−62.7% | 減碼 |
| Core Wealth Partners LLC | 11,520 | $28.8 萬 | 0.22% | 00.0% | 不變 |
| Geode Capital Management, LLC | 11,251 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 11,061 | $27.6 萬 | 0.00% | +1,591+16.8% | 加碼 |
| Squarepoint Ops LLC | 10,983 | $27.4 萬 | 0.00% | −556−4.8% | 減碼 |
| Brown Advisory Inc | 10,700 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 10,695 | $26.7 萬 | 0.02% | +248+2.4% | 加碼 |
| Good Life Advisors, LLC | 10,557 | $26.3 萬 | 0.02% | −726−6.4% | 減碼 |
| Creative Planning | 10,245 | $25.6 萬 | 0.00% | +350+3.5% | 加碼 |
| Evergreen Capital Management LLC | 9,866 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 8,879 | $22.2 萬 | 0.00% | −250−2.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 8,746 | $21.8 萬 | 0.01% | +8,746 | 新進 |
| PFG Investments, LLC | 8,078 | $20.2 萬 | 0.01% | +8,078 | 新進 |
| Inspire Advisors, LLC | 8,031 | $20.0 萬 | 0.03% | −529−6.2% | 減碼 |
| Benjamin Edwards Inc | 7,753 | $19.4 萬 | 0.04% | +7,753 | 新進 |