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。
2024 年第 2 季 13F 持有人
Capital Southwest Corp 在 2024/6/30 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
- 145
- 較 2024 年第 1 季 +5 家
- 持有股數
- 1,111 萬
- 較 2024 年第 1 季 +25.3 萬 (+2.3%)
- 總市值
- $2.90 億
- 較 2024 年第 1 季 +$1,909 萬 (+7.1%)
- 新進機構
- 26
- 另有 52 家加碼
- 清倉機構
- 21
- 另有 41 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 | 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,059,217 | $2,764 萬 | 0.04% | +211,992+25.0% | 加碼 |
| Two Sigma Advisers, LP | 748,300 | $1,952 萬 | 0.04% | +362,500+94.0% | 加碼 |
| Punch & Associates Investment Management, Inc. | 669,838 | $1,748 萬 | 1.03% | +525+0.1% | 加碼 |
| Sanders Morris Harris LLC | 641,469 | $1,674 萬 | 2.75% | −2,737−0.4% | 減碼 |
| Zuckerman Investment Group, LLC | 640,652 | $1,671 萬 | 1.93% | −2,468−0.4% | 減碼 |
| Two Sigma Investments, LP | 561,678 | $1,465 萬 | 0.03% | +162,957+40.9% | 加碼 |
| Sound Income Strategies, LLC | 555,387 | $1,449 萬 | 0.91% | +5,732+1.0% | 加碼 |
| Melia Wealth LLC | 379,365 | $989.8 萬 | 5.40% | +7,292+2.0% | 加碼 |
| First Manhattan Co | 360,046 | $939.4 萬 | 0.03% | −13,279−3.6% | 減碼 |
| Invesco Ltd. | 344,843 | $899.7 萬 | 0.00% | +311,884+946.3% | 加碼 |
| Legal & General Group Plc | 338,247 | $883.2 萬 | 0.00% | +9,239+2.8% | 加碼 |
| Tectonic Advisors LLC | 280,392 | $731.5 萬 | 0.53% | +23,694+9.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 233,219 | $608.5 萬 | 0.31% | −6,157−2.6% | 減碼 |
| LPL Financial LLC | 181,011 | $472.3 萬 | 0.00% | +27,511+17.9% | 加碼 |
| Grace & White Inc | 176,597 | $460.7 萬 | 0.87% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 170,163 | $444.0 萬 | 0.09% | −924−0.5% | 減碼 |
| Morgan Stanley | 165,174 | $430.9 萬 | 0.00% | −411,180−71.3% | 減碼 |
| BlackRock Inc. | 163,946 | $427.7 萬 | 0.00% | +5,311+3.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 157,134 | $410.0 萬 | 0.31% | +115,051+273.4% | 加碼 |
| Franklin Resources Inc | 123,615 | $322.5 萬 | 0.00% | +15,055+13.9% | 加碼 |
| McKinley Capital Management LLC /Delaware | 120,509 | $314.4 萬 | 0.55% | +580.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 114,625 | $299.1 萬 | 0.00% | −3,295−2.8% | 減碼 |
| Muzinich & Co., Inc. | 101,955 | $266.0 萬 | 2.13% | +26,976+36.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 98,762 | $257.7 萬 | 0.00% | +4,061+4.3% | 加碼 |
| Confluence Investment Management LLC | 97,212 | $253.6 萬 | 0.04% | +1,438+1.5% | 加碼 |
| Total Clarity Wealth Management, Inc. | 83,335 | $217.4 萬 | 0.75% | −13,825−14.2% | 減碼 |
| Moerus Capital Management LLC | 82,097 | $214.2 萬 | 0.77% | 00.0% | 不變 |
| Ameriprise Financial Inc | 79,531 | $207.5 萬 | 0.00% | −20,747−20.7% | 減碼 |
| Hudson Bay Capital Management LP | 75,215 | $196.2 萬 | 0.01% | +75,215 | 新進 |
| Barclays PLC | 74,820 | $195.2 萬 | 0.00% | +25,318+51.1% | 加碼 |
| Marshall Wace, LLP | 74,253 | $193.7 萬 | 0.00% | +74,253 | 新進 |
| Hodges Capital Management Inc. | 72,626 | $189.5 萬 | 0.13% | +250+0.3% | 加碼 |
| Argent Trust Co | 72,481 | $189.1 萬 | 0.08% | −6,643−8.4% | 減碼 |
| Redmont Wealth Advisors LLC | 71,184 | $185.7 萬 | 2.92% | −7,276−9.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 69,218 | $180.6 萬 | 0.03% | +1,253+1.8% | 加碼 |
| Commonwealth Equity Services, LLC | 68,298 | $178.2 萬 | 0.00% | −1,903−2.7% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 68,019 | $177.5 萬 | 0.45% | +68,019 | 新進 |
| Foundations Investment Advisors, LLC | 67,403 | $175.9 萬 | 0.04% | +1,950+3.0% | 加碼 |
| Raymond James & Associates | 64,874 | $169.3 萬 | 0.00% | −18,862−22.5% | 減碼 |
| Cozad Asset Management Inc | 64,778 | $169.0 萬 | 0.17% | +2,408+3.9% | 加碼 |
| UBS Group AG | 62,119 | $162.1 萬 | 0.00% | +5,528+9.8% | 加碼 |
| Royal Bank of Canada | 60,442 | $157.7 萬 | 0.00% | −4,696−7.2% | 減碼 |
| First Dallas Securities Inc. | 54,223 | $141.5 萬 | 0.62% | +775+1.5% | 加碼 |
| Wintrust Investments LLC | 49,550 | $129.3 萬 | 0.11% | +9,400+23.4% | 加碼 |
| National Asset Management, Inc. | 48,983 | $127.8 萬 | 0.03% | −6,271−11.3% | 減碼 |
| MML Investors Services, LLC | 45,811 | $119.5 萬 | 0.00% | +45,811 | 新進 |
| Mraz, Amerine & Associates, Inc. | 45,552 | $118.8 萬 | 0.24% | −1,492−3.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 43,228 | $112.8 萬 | 0.56% | 00.0% | 不變 |
| Jump Financial, LLC | 41,364 | $107.9 萬 | 0.02% | −9,599−18.8% | 減碼 |
| Kestra Advisory Services, LLC | 41,059 | $107.1 萬 | 0.01% | −2,805−6.4% | 減碼 |
| Global Retirement Partners, LLC | 39,113 | $102.0 萬 | 0.03% | +38,582+7,265.9% | 加碼 |
| Oppenheimer & Co Inc | 38,259 | $99.8 萬 | 0.02% | −1,640−4.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 37,755 | $98.5 萬 | 0.08% | +1,155+3.2% | 加碼 |
| Cetera Investment Advisers | 35,872 | $93.6 萬 | 0.00% | −9,524−21.0% | 減碼 |
| Wells Fargo & Company | 33,881 | $88.4 萬 | 0.00% | −3,689−9.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 31,062 | $81.0 萬 | 0.01% | −406,327−92.9% | 減碼 |
| Quantbot Technologies LP | 30,880 | $80.6 萬 | 0.04% | +13,790+80.7% | 加碼 |
| Virtus ETF Advisers LLC | 29,825 | $77.8 萬 | 0.38% | +4,506+17.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 29,115 | $76.0 萬 | 0.00% | −4,045−12.2% | 減碼 |
| Great West Life Assurance Co | 28,171 | $73.6 萬 | 0.00% | +565+2.0% | 加碼 |
| Sunbelt Securities, Inc. | 24,401 | $63.7 萬 | 0.07% | +120.0% | 加碼 |
| Raymond James Trust N.A. | 22,487 | $58.7 萬 | 0.01% | −57−0.3% | 減碼 |
| Aquatic Capital Management LLC | 22,400 | $58.4 萬 | 0.02% | +3,900+21.1% | 加碼 |
| Advisor Group Holdings, Inc. | 22,374 | $58.4 萬 | 0.00% | −20,607−47.9% | 減碼 |
| All Season Financial Advisors, Inc. | 21,442 | $55.9 萬 | 0.51% | −1,346−5.9% | 減碼 |
| Apollon Wealth Management, LLC | 20,510 | $53.5 萬 | 0.02% | +37+0.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 18,461 | $48.2 萬 | 0.01% | −19,186−51.0% | 減碼 |
| Samalin Investment Counsel, LLC | 18,291 | $47.7 萬 | 0.22% | −144−0.8% | 減碼 |
| Monticello Wealth Management, LLC | 18,272 | $47.7 萬 | 0.04% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 18,250 | $47.6 萬 | 0.04% | +18,250 | 新進 |
| Dearborn Partners LLC | 18,224 | $47.5 萬 | 0.02% | +1,741+10.6% | 加碼 |
| Bard Associates Inc | 18,180 | $47.4 萬 | 0.18% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 17,377 | $45.3 萬 | 0.01% | +8,631+98.7% | 加碼 |
| Guggenheim Capital LLC | 17,063 | $44.5 萬 | 0.00% | +1,098+6.9% | 加碼 |
| CI Private Wealth, LLC | 16,851 | $44.0 萬 | 0.00% | −3,491−17.2% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 16,649 | $43.4 萬 | 0.07% | +16,649 | 新進 |
| Mariner, LLC | 16,602 | $43.3 萬 | 0.00% | +471+2.9% | 加碼 |
| Avantax Advisory Services, Inc. | 16,208 | $42.3 萬 | 0.00% | +5,147+46.5% | 加碼 |
| SMH Capital Advisors Inc | 16,143 | $42.1 萬 | 1.29% | −1,205−6.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,416 | $40.2 萬 | 0.00% | −556−3.5% | 減碼 |
| Private Advisor Group, LLC | 14,700 | $38.4 萬 | 0.00% | +2,625+21.7% | 加碼 |
| Envestnet Asset Management Inc | 14,608 | $38.1 萬 | 0.00% | −10,811−42.5% | 減碼 |
| US Bancorp | 14,502 | $37.8 萬 | 0.00% | −162−1.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,680 | $32.9 萬 | 0.00% | +12,680 | 新進 |
| Qube Research & Technologies Ltd | 12,428 | $32.4 萬 | 0.00% | +12,428 | 新進 |
| Prospera Financial Services Inc | 12,368 | $32.3 萬 | 0.01% | +12,368 | 新進 |
| HighTower Advisors, LLC | 12,225 | $31.9 萬 | 0.00% | +173+1.4% | 加碼 |
| Jane Street Group, LLC | 12,108 | $31.6 萬 | 0.00% | −47,951−79.8% | 減碼 |
| Independent Financial Group, LLC | 11,635 | $30.4 萬 | 0.01% | +11,635 | 新進 |
| Core Wealth Partners LLC | 11,520 | $30.1 萬 | 0.21% | 00.0% | 不變 |
| Geode Capital Management, LLC | 11,251 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 10,709 | $27.9 萬 | 0.00% | +464+4.5% | 加碼 |
| Brown Advisory Inc | 10,700 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Vident Advisory, LLC | 10,388 | $27.1 萬 | 0.01% | +10,388 | 新進 |
| Goldman Sachs Group Inc | 10,388 | $27.1 萬 | 0.00% | +10,388 | 新進 |
| Evergreen Capital Management LLC | 9,866 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 9,670 | $25.2 萬 | 0.00% | −3,330−25.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 9,515 | $24.8 萬 | 0.04% | +9,515 | 新進 |
| Colony Group, LLC | 8,879 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Inspire Advisors, LLC | 8,369 | $21.8 萬 | 0.03% | +338+4.2% | 加碼 |