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 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
- 1,110 萬
- 較 2024 年第 1 季 +63.9 萬 (+6.1%)
- 總市值
- $2.90 億
- 較 2024 年第 1 季 +$2,871 萬 (+11.0%)
- 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 | 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 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $52 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 13 | $339 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 27 | $715 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 28 | $722 | 0.00% | +1+3.7% | 加碼 |
| Archer Investment Corp | 51 | $1,336 | 0.00% | +51 | 新進 |
| Mather Group, LLC. | 56 | $1,403 | 0.00% | +56 | 新進 |
| Venturi Wealth Management, LLC | 55 | $1,435 | 0.00% | +11+25.0% | 加碼 |
| Abound Wealth Management | 57 | $1,488 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 70 | $1,826 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 190 | $4,957 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 200 | $5,218 | 0.00% | +200 | 新進 |
| Harbour Investments, Inc. | 209 | $5,453 | 0.00% | +4+2.0% | 加碼 |
| Spectrum Wealth Counsel, LLC | 230 | $6,001 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 304 | $7,931 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 436 | $1.09 萬 | 0.00% | +372+581.3% | 加碼 |
| Raleigh Capital Management Inc. | 500 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Ridgewood Investments LLC | 500 | $1.30 萬 | 0.01% | +500 | 新進 |
| HHM Wealth Advisors, LLC | 500 | $1.30 萬 | 0.00% | +500 | 新進 |
| Quadrant Capital Group LLC | 503 | $1.31 萬 | 0.00% | +47+10.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 550 | $1.48 萬 | 0.00% | −1,000−64.5% | 減碼 |
| Redwood Wealth Management Group, LLC | 581 | $1.52 萬 | 0.01% | +581 | 新進 |
| Toth Financial Advisory Corp | 600 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 600 | $1.57 萬 | 0.00% | +600 | 新進 |
| Group One Trading, L.P. | 830 | $2.17 萬 | 0.00% | +830 | 新進 |
| Larson Financial Group LLC | 1,000 | $2.61 萬 | 0.00% | −1,017−50.4% | 減碼 |
| CWM, LLC | 1,024 | $2.70 萬 | 0.00% | −60−5.5% | 減碼 |
| Geneos Wealth Management Inc. | 1,330 | $3.47 萬 | 0.00% | +730+121.7% | 加碼 |
| Proequities, Inc. | 2,050 | $5.35 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,136 | $5.57 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,250 | $5.78 萬 | 0.00% | +2,250 | 新進 |
| Capital Analysts, LLC | 2,484 | $6.50 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,616 | $6.83 萬 | 0.00% | −978−27.2% | 減碼 |
| Signaturefd, LLC | 2,807 | $7.32 萬 | 0.00% | +170+6.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,000 | $10.4 萬 | 0.00% | +4,000 | 新進 |
| JPMorgan Chase & Co | 4,835 | $12.6 萬 | 0.00% | −1,665−25.6% | 減碼 |
| Parallel Advisors, LLC | 4,982 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 5,000 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 5,772 | $15.1 萬 | 0.00% | −7,117−55.2% | 減碼 |
| Hollencrest Capital Management | 6,009 | $15.7 萬 | 0.01% | +128+2.2% | 加碼 |
| Comerica Bank | 7,115 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 7,126 | $18.6 萬 | 0.07% | +151+2.2% | 加碼 |
| Benjamin Edwards Inc | 7,491 | $19.5 萬 | 0.04% | −262−3.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 7,668 | $20.0 萬 | 0.00% | +7,668 | 新進 |
| Walter & Keenan Financial Consulting Co | 8,000 | $20.9 萬 | 0.07% | +8,000 | 新進 |
| Autumn Glory Partners, LLC | 8,000 | $20.9 萬 | 0.11% | +8,000 | 新進 |
| PFG Investments, LLC | 8,138 | $21.2 萬 | 0.02% | +60+0.7% | 加碼 |
| Inspire Advisors, LLC | 8,369 | $21.8 萬 | 0.03% | +338+4.2% | 加碼 |
| Colony Group, LLC | 8,879 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 9,515 | $24.8 萬 | 0.04% | +9,515 | 新進 |
| Evergreen Capital Management LLC | 9,866 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 10,388 | $27.1 萬 | 0.00% | +10,388 | 新進 |
| Vident Advisory, LLC | 10,388 | $27.1 萬 | 0.01% | +10,388 | 新進 |
| Brown Advisory Inc | 10,700 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 10,709 | $27.9 萬 | 0.00% | +464+4.5% | 加碼 |
| Geode Capital Management, LLC | 11,251 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $30.1 萬 | 0.21% | 00.0% | 不變 |
| Independent Financial Group, LLC | 11,635 | $30.4 萬 | 0.01% | +11,635 | 新進 |
| Jane Street Group, LLC | 12,108 | $31.6 萬 | 0.00% | −47,951−79.8% | 減碼 |
| HighTower Advisors, LLC | 12,225 | $31.9 萬 | 0.00% | +173+1.4% | 加碼 |
| Prospera Financial Services Inc | 12,368 | $32.3 萬 | 0.01% | +12,368 | 新進 |
| Qube Research & Technologies Ltd | 12,428 | $32.4 萬 | 0.00% | +12,428 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 12,680 | $32.9 萬 | 0.00% | +12,680 | 新進 |
| US Bancorp | 14,502 | $37.8 萬 | 0.00% | −162−1.1% | 減碼 |
| Envestnet Asset Management Inc | 14,608 | $38.1 萬 | 0.00% | −10,811−42.5% | 減碼 |
| Private Advisor Group, LLC | 14,700 | $38.4 萬 | 0.00% | +2,625+21.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,416 | $40.2 萬 | 0.00% | −556−3.5% | 減碼 |
| SMH Capital Advisors Inc | 16,143 | $42.1 萬 | 1.29% | −1,205−6.9% | 減碼 |
| Avantax Advisory Services, Inc. | 16,208 | $42.3 萬 | 0.00% | +5,147+46.5% | 加碼 |
| Mariner, LLC | 16,602 | $43.3 萬 | 0.00% | +471+2.9% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 16,649 | $43.4 萬 | 0.07% | +16,649 | 新進 |
| CI Private Wealth, LLC | 16,851 | $44.0 萬 | 0.00% | −3,491−17.2% | 減碼 |
| Guggenheim Capital LLC | 17,063 | $44.5 萬 | 0.00% | +1,098+6.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 17,377 | $45.3 萬 | 0.01% | +8,631+98.7% | 加碼 |
| Bard Associates Inc | 18,180 | $47.4 萬 | 0.18% | 00.0% | 不變 |
| Dearborn Partners LLC | 18,224 | $47.5 萬 | 0.02% | +1,741+10.6% | 加碼 |
| LBMC Investment Advisors, LLC | 18,250 | $47.6 萬 | 0.04% | +18,250 | 新進 |
| Monticello Wealth Management, LLC | 18,272 | $47.7 萬 | 0.04% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 18,291 | $47.7 萬 | 0.22% | −144−0.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 18,461 | $48.2 萬 | 0.01% | −19,186−51.0% | 減碼 |
| Apollon Wealth Management, LLC | 20,510 | $53.5 萬 | 0.02% | +37+0.2% | 加碼 |
| All Season Financial Advisors, Inc. | 21,442 | $55.9 萬 | 0.51% | −1,346−5.9% | 減碼 |
| Advisor Group Holdings, Inc. | 22,374 | $58.4 萬 | 0.00% | −20,607−47.9% | 減碼 |
| Aquatic Capital Management LLC | 22,400 | $58.4 萬 | 0.02% | +3,900+21.1% | 加碼 |
| Raymond James Trust N.A. | 22,487 | $58.7 萬 | 0.01% | −57−0.3% | 減碼 |
| Sunbelt Securities, Inc. | 24,401 | $63.7 萬 | 0.07% | +120.0% | 加碼 |
| Great West Life Assurance Co | 28,171 | $73.6 萬 | 0.00% | +565+2.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 29,115 | $76.0 萬 | 0.00% | −4,045−12.2% | 減碼 |
| Virtus ETF Advisers LLC | 29,825 | $77.8 萬 | 0.38% | +4,506+17.8% | 加碼 |
| Quantbot Technologies LP | 30,880 | $80.6 萬 | 0.04% | +13,790+80.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 31,062 | $81.0 萬 | 0.01% | −406,327−92.9% | 減碼 |
| Wells Fargo & Company | 33,881 | $88.4 萬 | 0.00% | −3,689−9.8% | 減碼 |
| Cetera Investment Advisers | 35,872 | $93.6 萬 | 0.00% | −9,524−21.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 37,755 | $98.5 萬 | 0.08% | +1,155+3.2% | 加碼 |
| Oppenheimer & Co Inc | 38,259 | $99.8 萬 | 0.02% | −1,640−4.1% | 減碼 |
| Global Retirement Partners, LLC | 39,113 | $102.0 萬 | 0.03% | +38,582+7,265.9% | 加碼 |
| Kestra Advisory Services, LLC | 41,059 | $107.1 萬 | 0.01% | −2,805−6.4% | 減碼 |
| Jump Financial, LLC | 41,364 | $107.9 萬 | 0.02% | −9,599−18.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 43,228 | $112.8 萬 | 0.56% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 45,552 | $118.8 萬 | 0.24% | −1,492−3.2% | 減碼 |
| MML Investors Services, LLC | 45,811 | $119.5 萬 | 0.00% | +45,811 | 新進 |