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 3 季 13F 持有人
Capital Southwest Corp 在 2024/9/30 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
- 149
- 較 2024 年第 2 季 +8 家
- 持有股數
- 1,146 萬
- 較 2024 年第 2 季 +70.7 萬 (+6.6%)
- 總市值
- $2.90 億
- 較 2024 年第 2 季 +$962.6 萬 (+3.4%)
- 新進機構
- 23
- 另有 54 家加碼
- 清倉機構
- 15
- 另有 44 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 | 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,152,153 | $2,948 萬 | 0.04% | +92,936+8.8% | 加碼 |
| Punch & Associates Investment Management, Inc. | 675,583 | $1,709 萬 | 0.95% | +5,745+0.9% | 加碼 |
| Two Sigma Advisers, LP | 660,600 | $1,671 萬 | 0.04% | −87,700−11.7% | 減碼 |
| Zuckerman Investment Group, LLC | 641,459 | $1,622 萬 | 1.67% | +807+0.1% | 加碼 |
| Sanders Morris Harris LLC | 636,164 | $1,609 萬 | 2.67% | −5,305−0.8% | 減碼 |
| Sound Income Strategies, LLC | 562,079 | $1,421 萬 | 0.91% | +6,692+1.2% | 加碼 |
| Two Sigma Investments, LP | 473,718 | $1,198 萬 | 0.03% | −87,960−15.7% | 減碼 |
| Invesco Ltd. | 399,349 | $1,010 萬 | 0.00% | +54,506+15.8% | 加碼 |
| Melia Wealth LLC | 388,750 | $983.1 萬 | 5.09% | +9,385+2.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 387,647 | $980.4 萬 | 0.43% | +230,513+146.7% | 加碼 |
| Legal & General Group Plc | 332,423 | $841.4 萬 | 0.00% | −5,824−1.7% | 減碼 |
| Tectonic Advisors LLC | 328,834 | $831.6 萬 | 0.55% | +48,442+17.3% | 加碼 |
| First Manhattan Co | 306,850 | $776.0 萬 | 0.02% | −53,196−14.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 209,808 | $530.6 萬 | 0.25% | −23,411−10.0% | 減碼 |
| BlackRock, Inc. | 199,049 | $503.4 萬 | 0.00% | +199,049 | 新進 |
| LPL Financial LLC | 191,996 | $485.6 萬 | 0.00% | +10,985+6.1% | 加碼 |
| Advisors Asset Management, Inc. | 182,606 | $461.8 萬 | 0.08% | +12,443+7.3% | 加碼 |
| Grace & White Inc | 176,597 | $446.6 萬 | 0.81% | 00.0% | 不變 |
| Morgan Stanley | 164,461 | $415.9 萬 | 0.00% | −713−0.4% | 減碼 |
| Franklin Resources Inc | 154,038 | $389.3 萬 | 0.00% | +30,423+24.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 128,650 | $325.4 萬 | 0.00% | +14,025+12.2% | 加碼 |
| Denali Advisors LLC | 124,653 | $315.2 萬 | 0.34% | +124,653 | 新進 |
| Muzinich & Co., Inc. | 106,072 | $268.3 萬 | 2.12% | +4,117+4.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 102,879 | $260.2 萬 | 0.00% | +4,117+4.2% | 加碼 |
| MML Investors Services, LLC | 102,730 | $259.8 萬 | 0.01% | +56,919+124.2% | 加碼 |
| Confluence Investment Management LLC | 98,463 | $249.0 萬 | 0.03% | +1,251+1.3% | 加碼 |
| Ameriprise Financial Inc | 84,456 | $213.6 萬 | 0.00% | +4,925+6.2% | 加碼 |
| Argent Trust Co | 84,356 | $213.3 萬 | 0.09% | +11,875+16.4% | 加碼 |
| Moerus Capital Management LLC | 82,097 | $207.6 萬 | 0.76% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 81,955 | $207.3 萬 | 0.67% | −1,380−1.7% | 減碼 |
| Foundations Investment Advisors, LLC | 81,129 | $205.2 萬 | 0.04% | +13,726+20.4% | 加碼 |
| Benjamin Edwards Inc | 80,201 | $202.8 萬 | 0.03% | +72,710+970.6% | 加碼 |
| Hodges Capital Management Inc. | 78,305 | $198.0 萬 | 0.13% | +5,679+7.8% | 加碼 |
| Barclays PLC | 76,083 | $192.4 萬 | 0.00% | +1,263+1.7% | 加碼 |
| Commonwealth Equity Services, LLC | 74,786 | $189.1 萬 | 0.00% | +6,488+9.5% | 加碼 |
| Marshall Wace, LLP | 72,361 | $183.0 萬 | 0.00% | −1,892−2.5% | 減碼 |
| HRT Financial LP | 71,786 | $181.5 萬 | 0.01% | +71,786 | 新進 |
| Redmont Wealth Advisors LLC | 68,658 | $173.6 萬 | 2.69% | −2,526−3.5% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 65,164 | $164.8 萬 | 0.33% | −2,855−4.2% | 減碼 |
| Raymond James & Associates | 63,757 | $161.2 萬 | 0.00% | −1,117−1.7% | 減碼 |
| Royal Bank of Canada | 62,351 | $157.7 萬 | 0.00% | +1,909+3.2% | 加碼 |
| Cozad Asset Management Inc | 60,872 | $153.9 萬 | 0.15% | −3,906−6.0% | 減碼 |
| UBS Group AG | 57,079 | $144.4 萬 | 0.00% | −5,040−8.1% | 減碼 |
| First Dallas Securities Inc. | 56,512 | $142.9 萬 | 0.60% | +2,289+4.2% | 加碼 |
| National Asset Management, Inc. | 46,685 | $118.1 萬 | 0.03% | −2,298−4.7% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 45,244 | $114.4 萬 | 0.21% | −308−0.7% | 減碼 |
| Caldwell Sutter Capital, Inc. | 43,228 | $109.3 萬 | 0.51% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 42,385 | $107.2 萬 | 0.01% | +1,326+3.2% | 加碼 |
| Great West Life Assurance Co | 37,612 | $95.4 萬 | 0.00% | +9,441+33.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 37,609 | $95.1 萬 | 0.07% | −146−0.4% | 減碼 |
| Global Retirement Partners, LLC | 36,529 | $92.4 萬 | 0.03% | −2,584−6.6% | 減碼 |
| Cetera Investment Advisers | 34,201 | $86.5 萬 | 0.00% | −1,671−4.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 31,300 | $79.2 萬 | 0.00% | +2,185+7.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 31,000 | $78.4 萬 | 0.01% | −62−0.2% | 減碼 |
| Wells Fargo & Company | 27,974 | $70.7 萬 | 0.00% | −5,907−17.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 26,598 | $67.3 萬 | 0.01% | +8,137+44.1% | 加碼 |
| Group One Trading, L.P. | 26,593 | $67.3 萬 | 0.03% | +25,763+3,104.0% | 加碼 |
| Virtus ETF Advisers LLC | 26,353 | $66.6 萬 | 0.31% | −3,472−11.6% | 減碼 |
| Sunbelt Securities, Inc. | 24,413 | $61.7 萬 | 0.06% | +120.0% | 加碼 |
| Northern Trust Corp | 24,327 | $61.5 萬 | 0.00% | +24,327 | 新進 |
| Advisor Group Holdings, Inc. | 23,066 | $58.3 萬 | 0.00% | +692+3.1% | 加碼 |
| Raymond James Trust N.A. | 22,441 | $56.8 萬 | 0.01% | −46−0.2% | 減碼 |
| Guggenheim Capital LLC | 22,366 | $56.6 萬 | 0.00% | +5,303+31.1% | 加碼 |
| All Season Financial Advisors, Inc. | 21,608 | $54.6 萬 | 0.47% | +166+0.8% | 加碼 |
| Apollon Wealth Management, LLC | 20,554 | $52.0 萬 | 0.01% | +44+0.2% | 加碼 |
| Samalin Investment Counsel, LLC | 20,476 | $51.8 萬 | 0.23% | +2,185+11.9% | 加碼 |
| Dearborn Partners LLC | 19,681 | $49.8 萬 | 0.02% | +1,457+8.0% | 加碼 |
| Citadel Advisors LLC | 19,225 | $48.6 萬 | 0.00% | +19,225 | 新進 |
| Monticello Wealth Management, LLC | 18,272 | $46.2 萬 | 0.04% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 18,250 | $46.2 萬 | 0.04% | 00.0% | 不變 |
| Bard Associates Inc | 18,180 | $46.0 萬 | 0.16% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 16,649 | $42.1 萬 | 0.06% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 16,577 | $41.9 萬 | 0.00% | +369+2.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 16,000 | $40.5 萬 | 0.01% | +16,000 | 新進 |
| SMH Capital Advisors Inc | 15,946 | $40.3 萬 | 1.25% | −197−1.2% | 減碼 |
| Trexquant Investment LP | 15,857 | $40.1 萬 | 0.01% | +15,857 | 新進 |
| Concurrent Investment Advisors, LLC | 15,832 | $40.0 萬 | 0.01% | −1,545−8.9% | 減碼 |
| Mariner, LLC | 15,487 | $39.2 萬 | 0.00% | −1,115−6.7% | 減碼 |
| Vident Advisory, LLC | 14,566 | $36.8 萬 | 0.01% | +4,178+40.2% | 加碼 |
| Lido Advisors, LLC | 14,452 | $36.6 萬 | 0.00% | +14,452 | 新進 |
| Good Life Advisors, LLC | 14,400 | $36.4 萬 | 0.02% | +14,400 | 新進 |
| US Bancorp | 13,745 | $34.8 萬 | 0.00% | −757−5.2% | 減碼 |
| Independent Financial Group, LLC | 13,135 | $33.2 萬 | 0.01% | +1,500+12.9% | 加碼 |
| Autumn Glory Partners, LLC | 13,000 | $32.9 萬 | 0.13% | +5,000+62.5% | 加碼 |
| Goldman Sachs Group Inc | 12,813 | $32.4 萬 | 0.00% | +2,425+23.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,680 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 12,625 | $31.9 萬 | 0.01% | −18,255−59.1% | 減碼 |
| Envestnet Asset Management Inc | 12,615 | $31.9 萬 | 0.00% | −1,993−13.6% | 減碼 |
| Private Advisor Group, LLC | 12,273 | $31.0 萬 | 0.00% | −2,427−16.5% | 減碼 |
| HighTower Advisors, LLC | 11,776 | $29.7 萬 | 0.00% | −449−3.7% | 減碼 |
| Core Wealth Partners LLC | 11,520 | $29.1 萬 | 0.18% | 00.0% | 不變 |
| Geode Capital Management, LLC | 11,251 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 11,161 | $28.2 萬 | 0.00% | +452+4.2% | 加碼 |
| HFG Advisors, Inc. | 11,100 | $28.1 萬 | 0.25% | +11,100 | 新進 |
| CI Private Wealth, LLC | 11,087 | $28.0 萬 | 0.00% | −5,764−34.2% | 減碼 |
| Summit Financial, LLC | 10,801 | $27.3 萬 | 0.01% | +10,801 | 新進 |
| Aquatic Capital Management LLC | 10,000 | $25.3 萬 | 0.01% | −12,400−55.4% | 減碼 |
| Evergreen Capital Management LLC | 9,866 | $25.0 萬 | 0.01% | 00.0% | 不變 |
| TCFG Wealth Management, LLC | 9,800 | $24.8 萬 | 0.12% | +9,800 | 新進 |
| The PNC Financial Services Group, Inc. | 9,794 | $24.8 萬 | 0.00% | −5,622−36.5% | 減碼 |