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 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 +70.8 萬 (+6.6%)
- 總市值
- $2.90 億
- 較 2024 年第 2 季 +$965.7 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 | 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 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $51 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 13 | $329 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 19 | $481 | 0.00% | +19 | 新進 |
| Smartleaf Asset Management LLC | 20 | $510 | 0.00% | +20 | 新進 |
| NBT Bank N A | 28 | $709 | 0.00% | +1+3.7% | 加碼 |
| CoreCap Advisors, LLC | 29 | $740 | 0.00% | +29 | 新進 |
| Archer Investment Corp | 52 | $1,327 | 0.00% | +1+2.0% | 加碼 |
| Delta Asset Management LLC | 70 | $1,770 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 152 | $3,854 | 0.00% | −57−27.3% | 減碼 |
| Gen-Wealth Partners Inc | 190 | $4,636 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 200 | $5,058 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 200 | $5,058 | 0.00% | +200 | 新進 |
| Spectrum Wealth Counsel, LLC | 230 | $5,817 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 321 | $8,119 | 0.00% | −182−36.2% | 減碼 |
| Darwin Advisors, LLC | 400 | $1.01 萬 | 0.00% | +400 | 新進 |
| Ridgewood Investments LLC | 500 | $1.26 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 500 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 550 | $1.39 萬 | 0.01% | +50+10.0% | 加碼 |
| Toth Financial Advisory Corp | 600 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 600 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 646 | $1.63 萬 | 0.00% | +342+112.5% | 加碼 |
| IFP Advisors, Inc | 650 | $1.64 萬 | 0.00% | +650 | 新進 |
| Larson Financial Group LLC | 1,000 | $2.53 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,025 | $2.60 萬 | 0.00% | +1+0.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,316 | $3.33 萬 | 0.00% | −1,300−49.7% | 減碼 |
| Quarry LP | 1,394 | $3.53 萬 | 0.01% | +1,394 | 新進 |
| CIBC Private Wealth Group, LLC | 1,463 | $3.70 萬 | 0.00% | +913+166.0% | 加碼 |
| Capital Analysts, LLC | 1,881 | $4.80 萬 | 0.00% | −603−24.3% | 減碼 |
| Proequities, Inc. | 2,050 | $5.18 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,090 | $5.29 萬 | 0.00% | +760+57.1% | 加碼 |
| Citigroup Inc | 2,095 | $5.30 萬 | 0.00% | +2,095 | 新進 |
| TCTC Holdings, LLC | 2,136 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,340 | $5.92 萬 | 0.00% | +90+4.0% | 加碼 |
| Signaturefd, LLC | 2,730 | $6.90 萬 | 0.00% | −77−2.7% | 減碼 |
| JPMorgan Chase & Co | 3,794 | $9.60 萬 | 0.00% | −1,041−21.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 4,000 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 4,200 | $10.6 萬 | 0.00% | +4,200 | 新進 |
| Parallel Advisors, LLC | 4,853 | $12.3 萬 | 0.00% | −129−2.6% | 減碼 |
| Wintrust Investments LLC | 4,955 | $12.5 萬 | 0.09% | −44,595−90.0% | 減碼 |
| Washington Trust Advisors, Inc. | 5,000 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 5,556 | $14.1 萬 | 0.00% | −1,559−21.9% | 減碼 |
| Hollencrest Capital Management | 6,527 | $16.5 萬 | 0.01% | +518+8.6% | 加碼 |
| Delphi Management Inc | 7,220 | $18.3 萬 | 0.17% | +7,220 | 新進 |
| Ronald Blue Trust, Inc. | 7,147 | $18.6 萬 | 0.00% | +6,711+1,539.2% | 加碼 |
| Bank of America Corp | 7,528 | $19.0 萬 | 0.00% | +1,756+30.4% | 加碼 |
| Walter & Keenan Financial Consulting Co | 8,000 | $20.2 萬 | 0.06% | 00.0% | 不變 |
| Greenland Capital Management LP | 8,200 | $20.7 萬 | 0.04% | +8,200 | 新進 |
| Colony Group, LLC | 8,879 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 9,402 | $23.8 萬 | 0.00% | −31,962−77.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,794 | $24.8 萬 | 0.00% | −5,622−36.5% | 減碼 |
| TCFG Wealth Management, LLC | 9,800 | $24.8 萬 | 0.12% | +9,800 | 新進 |
| Evergreen Capital Management LLC | 9,866 | $25.0 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 10,000 | $25.3 萬 | 0.01% | −12,400−55.4% | 減碼 |
| Summit Financial, LLC | 10,801 | $27.3 萬 | 0.01% | +10,801 | 新進 |
| CI Private Wealth, LLC | 11,087 | $28.0 萬 | 0.00% | −5,764−34.2% | 減碼 |
| HFG Advisors, Inc. | 11,100 | $28.1 萬 | 0.25% | +11,100 | 新進 |
| Creative Planning | 11,161 | $28.2 萬 | 0.00% | +452+4.2% | 加碼 |
| Geode Capital Management, LLC | 11,251 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $29.1 萬 | 0.18% | 00.0% | 不變 |
| HighTower Advisors, LLC | 11,776 | $29.7 萬 | 0.00% | −449−3.7% | 減碼 |
| Private Advisor Group, LLC | 12,273 | $31.0 萬 | 0.00% | −2,427−16.5% | 減碼 |
| Envestnet Asset Management Inc | 12,615 | $31.9 萬 | 0.00% | −1,993−13.6% | 減碼 |
| Quantbot Technologies LP | 12,625 | $31.9 萬 | 0.01% | −18,255−59.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,680 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 12,813 | $32.4 萬 | 0.00% | +2,425+23.3% | 加碼 |
| Autumn Glory Partners, LLC | 13,000 | $32.9 萬 | 0.13% | +5,000+62.5% | 加碼 |
| Independent Financial Group, LLC | 13,135 | $33.2 萬 | 0.01% | +1,500+12.9% | 加碼 |
| US Bancorp | 13,745 | $34.8 萬 | 0.00% | −757−5.2% | 減碼 |
| Good Life Advisors, LLC | 14,400 | $36.4 萬 | 0.02% | +14,400 | 新進 |
| Lido Advisors, LLC | 14,452 | $36.6 萬 | 0.00% | +14,452 | 新進 |
| Vident Advisory, LLC | 14,566 | $36.8 萬 | 0.01% | +4,178+40.2% | 加碼 |
| Mariner, LLC | 15,487 | $39.2 萬 | 0.00% | −1,115−6.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 15,832 | $40.0 萬 | 0.01% | −1,545−8.9% | 減碼 |
| Trexquant Investment LP | 15,857 | $40.1 萬 | 0.01% | +15,857 | 新進 |
| SMH Capital Advisors Inc | 15,946 | $40.3 萬 | 1.25% | −197−1.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 16,000 | $40.5 萬 | 0.01% | +16,000 | 新進 |
| Avantax Advisory Services, Inc. | 16,577 | $41.9 萬 | 0.00% | +369+2.3% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 16,649 | $42.1 萬 | 0.06% | 00.0% | 不變 |
| Bard Associates Inc | 18,180 | $46.0 萬 | 0.16% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 18,250 | $46.2 萬 | 0.04% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 18,272 | $46.2 萬 | 0.04% | 00.0% | 不變 |
| Citadel Advisors LLC | 19,225 | $48.6 萬 | 0.00% | +19,225 | 新進 |
| Dearborn Partners LLC | 19,681 | $49.8 萬 | 0.02% | +1,457+8.0% | 加碼 |
| Samalin Investment Counsel, LLC | 20,476 | $51.8 萬 | 0.23% | +2,185+11.9% | 加碼 |
| Apollon Wealth Management, LLC | 20,554 | $52.0 萬 | 0.01% | +44+0.2% | 加碼 |
| All Season Financial Advisors, Inc. | 21,608 | $54.6 萬 | 0.47% | +166+0.8% | 加碼 |
| Guggenheim Capital LLC | 22,366 | $56.6 萬 | 0.00% | +5,303+31.1% | 加碼 |
| Raymond James Trust N.A. | 22,441 | $56.8 萬 | 0.01% | −46−0.2% | 減碼 |
| Advisor Group Holdings, Inc. | 23,066 | $58.3 萬 | 0.00% | +692+3.1% | 加碼 |
| Northern Trust Corp | 24,327 | $61.5 萬 | 0.00% | +24,327 | 新進 |
| Sunbelt Securities, Inc. | 24,413 | $61.7 萬 | 0.06% | +120.0% | 加碼 |
| Virtus ETF Advisers LLC | 26,353 | $66.6 萬 | 0.31% | −3,472−11.6% | 減碼 |
| Group One Trading, L.P. | 26,593 | $67.3 萬 | 0.03% | +25,763+3,104.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 26,598 | $67.3 萬 | 0.01% | +8,137+44.1% | 加碼 |
| Wells Fargo & Company | 27,974 | $70.7 萬 | 0.00% | −5,907−17.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 31,000 | $78.4 萬 | 0.01% | −62−0.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 31,300 | $79.2 萬 | 0.00% | +2,185+7.5% | 加碼 |
| Cetera Investment Advisers | 34,201 | $86.5 萬 | 0.00% | −1,671−4.7% | 減碼 |
| Global Retirement Partners, LLC | 36,529 | $92.4 萬 | 0.03% | −2,584−6.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 37,609 | $95.1 萬 | 0.07% | −146−0.4% | 減碼 |