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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 37,612 | $95.4 萬 | 0.00% | +9,441+33.5% | 加碼 |
| Kestra Advisory Services, LLC | 42,385 | $107.2 萬 | 0.01% | +1,326+3.2% | 加碼 |
| Caldwell Sutter Capital, Inc. | 43,228 | $109.3 萬 | 0.51% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 45,244 | $114.4 萬 | 0.21% | −308−0.7% | 減碼 |
| National Asset Management, Inc. | 46,685 | $118.1 萬 | 0.03% | −2,298−4.7% | 減碼 |
| First Dallas Securities Inc. | 56,512 | $142.9 萬 | 0.60% | +2,289+4.2% | 加碼 |
| UBS Group AG | 57,079 | $144.4 萬 | 0.00% | −5,040−8.1% | 減碼 |
| Cozad Asset Management Inc | 60,872 | $153.9 萬 | 0.15% | −3,906−6.0% | 減碼 |
| Royal Bank of Canada | 62,351 | $157.7 萬 | 0.00% | +1,909+3.2% | 加碼 |
| Raymond James & Associates | 63,757 | $161.2 萬 | 0.00% | −1,117−1.7% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 65,164 | $164.8 萬 | 0.33% | −2,855−4.2% | 減碼 |
| Redmont Wealth Advisors LLC | 68,658 | $173.6 萬 | 2.69% | −2,526−3.5% | 減碼 |
| HRT Financial LP | 71,786 | $181.5 萬 | 0.01% | +71,786 | 新進 |
| Marshall Wace, LLP | 72,361 | $183.0 萬 | 0.00% | −1,892−2.5% | 減碼 |
| Commonwealth Equity Services, LLC | 74,786 | $189.1 萬 | 0.00% | +6,488+9.5% | 加碼 |
| Barclays PLC | 76,083 | $192.4 萬 | 0.00% | +1,263+1.7% | 加碼 |
| Hodges Capital Management Inc. | 78,305 | $198.0 萬 | 0.13% | +5,679+7.8% | 加碼 |
| Benjamin Edwards Inc | 80,201 | $202.8 萬 | 0.03% | +72,710+970.6% | 加碼 |
| Foundations Investment Advisors, LLC | 81,129 | $205.2 萬 | 0.04% | +13,726+20.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 81,955 | $207.3 萬 | 0.67% | −1,380−1.7% | 減碼 |
| Moerus Capital Management LLC | 82,097 | $207.6 萬 | 0.76% | 00.0% | 不變 |
| Argent Trust Co | 84,356 | $213.3 萬 | 0.09% | +11,875+16.4% | 加碼 |
| Ameriprise Financial Inc | 84,456 | $213.6 萬 | 0.00% | +4,925+6.2% | 加碼 |
| Confluence Investment Management LLC | 98,463 | $249.0 萬 | 0.03% | +1,251+1.3% | 加碼 |
| MML Investors Services, LLC | 102,730 | $259.8 萬 | 0.01% | +56,919+124.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 102,879 | $260.2 萬 | 0.00% | +4,117+4.2% | 加碼 |
| Muzinich & Co., Inc. | 106,072 | $268.3 萬 | 2.12% | +4,117+4.0% | 加碼 |
| Denali Advisors LLC | 124,653 | $315.2 萬 | 0.34% | +124,653 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 128,650 | $325.4 萬 | 0.00% | +14,025+12.2% | 加碼 |
| Franklin Resources Inc | 154,038 | $389.3 萬 | 0.00% | +30,423+24.6% | 加碼 |
| Morgan Stanley | 164,461 | $415.9 萬 | 0.00% | −713−0.4% | 減碼 |
| Grace & White Inc | 176,597 | $446.6 萬 | 0.81% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 182,606 | $461.8 萬 | 0.08% | +12,443+7.3% | 加碼 |
| LPL Financial LLC | 191,996 | $485.6 萬 | 0.00% | +10,985+6.1% | 加碼 |
| BlackRock, Inc. | 199,049 | $503.4 萬 | 0.00% | +199,049 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 209,808 | $530.6 萬 | 0.25% | −23,411−10.0% | 減碼 |
| First Manhattan Co | 306,850 | $776.0 萬 | 0.02% | −53,196−14.8% | 減碼 |
| Tectonic Advisors LLC | 328,834 | $831.6 萬 | 0.55% | +48,442+17.3% | 加碼 |
| Legal & General Group Plc | 332,423 | $841.4 萬 | 0.00% | −5,824−1.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 387,647 | $980.4 萬 | 0.43% | +230,513+146.7% | 加碼 |
| Melia Wealth LLC | 388,750 | $983.1 萬 | 5.09% | +9,385+2.5% | 加碼 |
| Invesco Ltd. | 399,349 | $1,010 萬 | 0.00% | +54,506+15.8% | 加碼 |
| Two Sigma Investments, LP | 473,718 | $1,198 萬 | 0.03% | −87,960−15.7% | 減碼 |
| Sound Income Strategies, LLC | 562,079 | $1,421 萬 | 0.91% | +6,692+1.2% | 加碼 |
| Sanders Morris Harris LLC | 636,164 | $1,609 萬 | 2.67% | −5,305−0.8% | 減碼 |
| Zuckerman Investment Group, LLC | 641,459 | $1,622 萬 | 1.67% | +807+0.1% | 加碼 |
| Two Sigma Advisers, LP | 660,600 | $1,671 萬 | 0.04% | −87,700−11.7% | 減碼 |
| Punch & Associates Investment Management, Inc. | 675,583 | $1,709 萬 | 0.95% | +5,745+0.9% | 加碼 |
| Van Eck Associates Corp | 1,152,153 | $2,948 萬 | 0.04% | +92,936+8.8% | 加碼 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −75,215−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −38,259−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,428−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −12,368−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,108−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −10,700−100.0% | 清倉 |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −9,515−100.0% | 清倉 |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −8,369−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −8,138−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −7,668−100.0% | 清倉 |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −7,126−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −581−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| McKinley Capital Management LLC /Delaware | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
| Institutional & Family Asset Management, LLC | – | – | – | – | 本季未申報 |