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。
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 | $4.12 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 |
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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $25 | 0.00% | −1−50.0% | 減碼 |
| Huntington National Bank | 2 | $50 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 13 | $324 | 0.00% | +13 | 新進 |
| Principal Securities, Inc. | 14 | $349 | 0.00% | +14 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 20 | $500 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 27 | $670 | 0.00% | +1+3.8% | 加碼 |
| Institutional & Family Asset Management, LLC | 27 | $675 | 0.00% | +1+3.8% | 加碼 |
| Venturi Wealth Management, LLC | 44 | $1,099 | 0.00% | −22−33.3% | 減碼 |
| Abound Wealth Management | 57 | $1,423 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 64 | $1,597 | 0.00% | +60+1,500.0% | 加碼 |
| Delta Asset Management LLC | 70 | $1,747 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 82 | $2,043 | 0.00% | +82 | 新進 |
| Gen-Wealth Partners Inc | 190 | $4,742 | 0.00% | +190 | 新進 |
| nVerses Capital, LLC | 200 | $4,992 | 0.01% | +200 | 新進 |
| Harbour Investments, Inc. | 205 | $5,106 | 0.00% | +205 | 新進 |
| Spectrum Wealth Counsel, LLC | 230 | $5,741 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 304 | $7,588 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 355 | $8,861 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 397 | $9,913 | 0.00% | +397 | 新進 |
| Quadrant Capital Group LLC | 456 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 500 | $1.25 萬 | 0.01% | +500 | 新進 |
| Global Retirement Partners, LLC | 531 | $1.33 萬 | 0.00% | −510−49.0% | 減碼 |
| Toth Financial Advisory Corp | 600 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 600 | $1.50 萬 | 0.00% | +600 | 新進 |
| CWM, LLC | 1,084 | $2.70 萬 | 0.00% | +61+6.0% | 加碼 |
| EntryPoint Capital, LLC | 1,112 | $2.78 萬 | 0.02% | +1,112 | 新進 |
| CIBC Private Wealth Group, LLC | 1,550 | $3.83 萬 | 0.00% | +1,550 | 新進 |
| USA Financial Portformulas Corp | 1,908 | $4.76 萬 | 0.01% | −83−4.2% | 減碼 |
| Larson Financial Group LLC | 2,017 | $5.03 萬 | 0.00% | +1,017+101.7% | 加碼 |
| Proequities, Inc. | 2,050 | $5.12 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,136 | $5.33 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,484 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,637 | $6.58 萬 | 0.00% | +74+2.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,594 | $8.97 萬 | 0.00% | +2,501+228.8% | 加碼 |
| Parallel Advisors, LLC | 4,982 | $12.4 萬 | 0.00% | +129+2.7% | 加碼 |
| Washington Trust Advisors, Inc. | 5,000 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Hollencrest Capital Management | 5,881 | $14.7 萬 | 0.01% | +266+4.7% | 加碼 |
| JPMorgan Chase & Co | 6,500 | $16.2 萬 | 0.00% | +2,188+50.7% | 加碼 |
| Glass Jacobson Investment Advisors llc | 6,975 | $17.4 萬 | 0.07% | +6,975 | 新進 |
| Comerica Bank | 7,115 | $17.8 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 7,753 | $19.4 萬 | 0.04% | +7,753 | 新進 |
| Inspire Advisors, LLC | 8,031 | $20.0 萬 | 0.03% | −529−6.2% | 減碼 |
| PFG Investments, LLC | 8,078 | $20.2 萬 | 0.01% | +8,078 | 新進 |
| Concurrent Investment Advisors, LLC | 8,746 | $21.8 萬 | 0.01% | +8,746 | 新進 |
| Colony Group, LLC | 8,879 | $22.2 萬 | 0.00% | −250−2.7% | 減碼 |
| Evergreen Capital Management LLC | 9,866 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 10,245 | $25.6 萬 | 0.00% | +350+3.5% | 加碼 |
| Good Life Advisors, LLC | 10,557 | $26.3 萬 | 0.02% | −726−6.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 10,695 | $26.7 萬 | 0.02% | +248+2.4% | 加碼 |
| Brown Advisory Inc | 10,700 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 10,983 | $27.4 萬 | 0.00% | −556−4.8% | 減碼 |
| Avantax Advisory Services, Inc. | 11,061 | $27.6 萬 | 0.00% | +1,591+16.8% | 加碼 |
| Geode Capital Management, LLC | 11,251 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $28.8 萬 | 0.22% | 00.0% | 不變 |
| HighTower Advisors, LLC | 12,052 | $30.0 萬 | 0.00% | −20,234−62.7% | 減碼 |
| Private Advisor Group, LLC | 12,075 | $30.1 萬 | 0.00% | +2,205+22.3% | 加碼 |
| Bank of America Corp | 12,889 | $32.2 萬 | 0.00% | +6,483+101.2% | 加碼 |
| SG Americas Securities, LLC | 14,079 | $35.1 萬 | 0.00% | +14,079 | 新進 |
| Susquehanna International Group, LLP | 14,167 | $35.4 萬 | 0.00% | +14,167 | 新進 |
| US Bancorp | 14,664 | $36.6 萬 | 0.00% | −164−1.1% | 減碼 |
| Guggenheim Capital LLC | 15,965 | $39.8 萬 | 0.00% | +4,378+37.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,972 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 16,131 | $40.3 萬 | 0.00% | +310+2.0% | 加碼 |
| Dearborn Partners LLC | 16,483 | $41.1 萬 | 0.02% | +16,483 | 新進 |
| Quantbot Technologies LP | 17,090 | $42.7 萬 | 0.02% | −9,242−35.1% | 減碼 |
| SMH Capital Advisors Inc | 17,348 | $43.3 萬 | 1.17% | +404+2.4% | 加碼 |
| Bard Associates Inc | 18,180 | $45.4 萬 | 0.16% | −330−1.8% | 減碼 |
| Monticello Wealth Management, LLC | 18,272 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 18,435 | $46.0 萬 | 0.22% | +1,805+10.9% | 加碼 |
| Aquatic Capital Management LLC | 18,500 | $46.2 萬 | 0.02% | +600+3.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 18,546 | $46.3 萬 | 0.00% | +6,264+51.0% | 加碼 |
| CI Private Wealth, LLC | 20,342 | $50.8 萬 | 0.00% | −4,637−18.6% | 減碼 |
| Apollon Wealth Management, LLC | 20,473 | $51.1 萬 | 0.02% | +44+0.2% | 加碼 |
| Raymond James Trust N.A. | 22,544 | $56.3 萬 | 0.01% | +5,220+30.1% | 加碼 |
| All Season Financial Advisors, Inc. | 22,788 | $56.9 萬 | 0.47% | −5,959−20.7% | 減碼 |
| Sunbelt Securities, Inc. | 24,389 | $60.9 萬 | 0.07% | +4,958+25.5% | 加碼 |
| Virtus ETF Advisers LLC | 25,319 | $63.2 萬 | 0.34% | +6,081+31.6% | 加碼 |
| Envestnet Asset Management Inc | 25,419 | $63.4 萬 | 0.00% | −6,498−20.4% | 減碼 |
| Great West Life Assurance Co | 27,606 | $68.9 萬 | 0.00% | −8,685−23.9% | 減碼 |
| Invesco Ltd. | 32,959 | $82.3 萬 | 0.00% | −347,992−91.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 33,160 | $82.8 萬 | 0.00% | +4,973+17.6% | 加碼 |
| Trexquant Investment LP | 33,855 | $84.5 萬 | 0.02% | +33,855 | 新進 |
| Cornerstone Wealth Management, LLC | 36,600 | $91.4 萬 | 0.07% | +3,174+9.5% | 加碼 |
| Wells Fargo & Company | 37,570 | $93.8 萬 | 0.00% | −9,799−20.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 37,647 | $94.0 萬 | 0.01% | +37,647 | 新進 |
| Oppenheimer & Co Inc | 39,899 | $99.6 萬 | 0.02% | −755−1.9% | 減碼 |
| Wintrust Investments LLC | 40,150 | $100.2 萬 | 0.09% | +40,150 | 新進 |
| Harbor Capital Advisors, Inc. | 42,083 | $105.0 萬 | 0.14% | +42,083 | 新進 |
| Advisor Group Holdings, Inc. | 42,981 | $107.3 萬 | 0.00% | +6,113+16.6% | 加碼 |
| Caldwell Sutter Capital, Inc. | 43,228 | $107.9 萬 | 0.52% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 43,864 | $109.5 萬 | 0.01% | +280+0.6% | 加碼 |
| HRT Financial LP | 45,145 | $112.6 萬 | 0.01% | +29,156+182.4% | 加碼 |
| Cetera Investment Advisers | 45,396 | $113.3 萬 | 0.00% | +10,216+29.0% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 47,044 | $117.4 萬 | 0.22% | −2,886−5.8% | 減碼 |
| Barclays PLC | 49,502 | $123.6 萬 | 0.00% | +48,859+7,598.6% | 加碼 |
| National Asset Management, Inc. | 55,254 | $126.5 萬 | 0.03% | +923+1.7% | 加碼 |
| Jump Financial, LLC | 50,963 | $127.2 萬 | 0.03% | +1,263+2.5% | 加碼 |
| First Dallas Securities Inc. | 53,448 | $133.4 萬 | 0.61% | +3,621+7.3% | 加碼 |
| UBS Group AG | 56,591 | $141.3 萬 | 0.00% | +9,411+19.9% | 加碼 |
| Jane Street Group, LLC | 60,059 | $149.9 萬 | 0.00% | +60,059 | 新進 |