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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 48,983 | $127.8 萬 | 0.03% | −6,271−11.3% | 減碼 |
| Wintrust Investments LLC | 49,550 | $129.3 萬 | 0.11% | +9,400+23.4% | 加碼 |
| First Dallas Securities Inc. | 54,223 | $141.5 萬 | 0.62% | +775+1.5% | 加碼 |
| Royal Bank of Canada | 60,442 | $157.7 萬 | 0.00% | −4,696−7.2% | 減碼 |
| UBS Group AG | 62,119 | $162.1 萬 | 0.00% | +5,528+9.8% | 加碼 |
| Cozad Asset Management Inc | 64,778 | $169.0 萬 | 0.17% | +2,408+3.9% | 加碼 |
| Raymond James & Associates | 64,874 | $169.3 萬 | 0.00% | −18,862−22.5% | 減碼 |
| Foundations Investment Advisors, LLC | 67,403 | $175.9 萬 | 0.04% | +1,950+3.0% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 68,019 | $177.5 萬 | 0.45% | +68,019 | 新進 |
| Commonwealth Equity Services, LLC | 68,298 | $178.2 萬 | 0.00% | −1,903−2.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 69,218 | $180.6 萬 | 0.03% | +1,253+1.8% | 加碼 |
| Redmont Wealth Advisors LLC | 71,184 | $185.7 萬 | 2.92% | −7,276−9.3% | 減碼 |
| Argent Trust Co | 72,481 | $189.1 萬 | 0.08% | −6,643−8.4% | 減碼 |
| Hodges Capital Management Inc. | 72,626 | $189.5 萬 | 0.13% | +250+0.3% | 加碼 |
| Marshall Wace, LLP | 74,253 | $193.7 萬 | 0.00% | +74,253 | 新進 |
| Barclays PLC | 74,820 | $195.2 萬 | 0.00% | +25,318+51.1% | 加碼 |
| Hudson Bay Capital Management LP | 75,215 | $196.2 萬 | 0.01% | +75,215 | 新進 |
| Ameriprise Financial Inc | 79,531 | $207.5 萬 | 0.00% | −20,747−20.7% | 減碼 |
| Moerus Capital Management LLC | 82,097 | $214.2 萬 | 0.77% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 83,335 | $217.4 萬 | 0.75% | −13,825−14.2% | 減碼 |
| Confluence Investment Management LLC | 97,212 | $253.6 萬 | 0.04% | +1,438+1.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 98,762 | $257.7 萬 | 0.00% | +4,061+4.3% | 加碼 |
| Muzinich & Co., Inc. | 101,955 | $266.0 萬 | 2.13% | +26,976+36.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 114,625 | $299.1 萬 | 0.00% | −3,295−2.8% | 減碼 |
| McKinley Capital Management LLC /Delaware | 120,509 | $314.4 萬 | 0.55% | +580.0% | 加碼 |
| Franklin Resources Inc | 123,615 | $322.5 萬 | 0.00% | +15,055+13.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 157,134 | $410.0 萬 | 0.31% | +115,051+273.4% | 加碼 |
| BlackRock Inc. | 163,946 | $427.7 萬 | 0.00% | +5,311+3.3% | 加碼 |
| Morgan Stanley | 165,174 | $430.9 萬 | 0.00% | −26,944−14.0% | 減碼 |
| Advisors Asset Management, Inc. | 170,163 | $444.0 萬 | 0.09% | −924−0.5% | 減碼 |
| Grace & White Inc | 176,597 | $460.7 萬 | 0.87% | 00.0% | 不變 |
| LPL Financial LLC | 181,011 | $472.3 萬 | 0.00% | +27,511+17.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 233,219 | $608.5 萬 | 0.31% | −6,157−2.6% | 減碼 |
| Tectonic Advisors LLC | 280,392 | $731.5 萬 | 0.53% | +23,694+9.2% | 加碼 |
| Legal & General Group Plc | 338,247 | $883.2 萬 | 0.00% | +9,239+2.8% | 加碼 |
| Invesco Ltd. | 344,843 | $899.7 萬 | 0.00% | +311,884+946.3% | 加碼 |
| First Manhattan Co | 360,046 | $939.4 萬 | 0.03% | −13,279−3.6% | 減碼 |
| Melia Wealth LLC | 379,365 | $989.8 萬 | 5.40% | +7,292+2.0% | 加碼 |
| Sound Income Strategies, LLC | 555,387 | $1,449 萬 | 0.91% | +5,732+1.0% | 加碼 |
| Two Sigma Investments, LP | 561,678 | $1,465 萬 | 0.03% | +162,957+40.9% | 加碼 |
| Zuckerman Investment Group, LLC | 640,652 | $1,671 萬 | 1.93% | −2,468−0.4% | 減碼 |
| Sanders Morris Harris LLC | 641,469 | $1,674 萬 | 2.75% | −2,737−0.4% | 減碼 |
| Punch & Associates Investment Management, Inc. | 669,838 | $1,748 萬 | 1.03% | +525+0.1% | 加碼 |
| Two Sigma Advisers, LP | 748,300 | $1,952 萬 | 0.04% | +362,500+94.0% | 加碼 |
| Van Eck Associates Corp | 1,059,217 | $2,764 萬 | 0.04% | +211,992+25.0% | 加碼 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −117,745−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −82,205−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −76,666−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −63,500−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −45,145−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,855−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,546−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,167−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,079−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,983−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,695−100.0% | 清倉 |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −10,557−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,908−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,112−100.0% | 清倉 |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −397−100.0% | 清倉 |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −355−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |