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 189 家機構在 13F 申報持有，市值合計 $4.20 億；沒有大師持有。
2024 年第 4 季 13F 持有人
Capital Southwest Corp 在 2024/12/31 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
- 160
- 較 2024 年第 3 季 +15 家
- 持有股數
- 1,478 萬
- 較 2024 年第 3 季 +355.7 萬 (+31.7%)
- 總市值
- $3.23 億
- 較 2024 年第 3 季 +$3,843 萬 (+13.5%)
- 新進機構
- 35
- 另有 60 家加碼
- 清倉機構
- 20
- 另有 41 家減碼
另有 4 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 | $4.20 億 |
| 2026 年第 1 季 | 168 | $3.71 億 |
| 2025 年第 4 季 | 162 | $3.57 億 |
| 2025 年第 3 季 | 164 | $3.96 億 |
| 2025 年第 2 季 | 177 | $4.41 億 |
| 2025 年第 1 季 | 175 | $3.85 億 |
| 2024 年第 4 季 | 160 | $3.23 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,190,204 | $2,597 萬 | 0.03% | +38,051+3.3% | 加碼 |
| Balyasny Asset Management LLC | 1,001,199 | $2,185 萬 | 0.05% | +1,001,199 | 新進 |
| Sanders Morris Harris LLC | 814,584 | $1,758 萬 | 2.62% | +178,420+28.0% | 加碼 |
| Two Sigma Advisers, LP | 774,600 | $1,690 萬 | 0.04% | +114,000+17.3% | 加碼 |
| Zuckerman Investment Group, LLC | 672,468 | $1,498 萬 | 1.44% | +31,009+4.8% | 加碼 |
| Two Sigma Investments, LP | 673,778 | $1,470 萬 | 0.03% | +200,060+42.2% | 加碼 |
| Punch & Associates Investment Management, Inc. | 672,367 | $1,467 萬 | 0.80% | −3,216−0.5% | 減碼 |
| Sound Income Strategies, LLC | 578,541 | $1,262 萬 | 0.78% | +16,462+2.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 490,291 | $1,070 萬 | 0.12% | +459,291+1,481.6% | 加碼 |
| Melia Wealth LLC | 401,581 | $876.3 萬 | 4.57% | +12,831+3.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 398,887 | $870.4 萬 | 0.38% | +11,240+2.9% | 加碼 |
| Tectonic Advisors LLC | 398,008 | $868.5 萬 | 0.57% | +69,174+21.0% | 加碼 |
| Legal & General Group Plc | 310,285 | $676.9 萬 | 0.00% | −22,138−6.7% | 減碼 |
| First Manhattan Co | 301,950 | $658.9 萬 | 0.02% | −4,900−1.6% | 減碼 |
| Millennium Management LLC | 257,378 | $561.6 萬 | 0.00% | +257,378 | 新進 |
| BlackRock, Inc. | 233,520 | $509.5 萬 | 0.00% | +34,471+17.3% | 加碼 |
| Morgan Stanley | 213,448 | $465.7 萬 | 0.00% | +48,987+29.8% | 加碼 |
| Franklin Resources Inc | 207,330 | $452.4 萬 | 0.00% | +53,292+34.6% | 加碼 |
| Qube Research & Technologies Ltd | 197,629 | $431.2 萬 | 0.01% | +197,629 | 新進 |
| Raymond James Financial Inc | 194,755 | $425.0 萬 | 0.00% | +194,755 | 新進 |
| Womack Financial LLC | 187,388 | $408.9 萬 | 3.63% | +187,388 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 179,426 | $391.5 萬 | 0.18% | −30,382−14.5% | 減碼 |
| Grace & White Inc | 176,597 | $385.3 萬 | 0.72% | 00.0% | 不變 |
| LPL Financial LLC | 169,054 | $368.9 萬 | 0.00% | −22,942−11.9% | 減碼 |
| Advisors Asset Management, Inc. | 149,543 | $326.3 萬 | 0.06% | −33,063−18.1% | 減碼 |
| HRT Financial LP | 126,700 | $276.4 萬 | 0.01% | +54,914+76.5% | 加碼 |
| Citadel Advisors LLC | 120,317 | $262.5 萬 | 0.00% | +101,092+525.8% | 加碼 |
| MML Investors Services, LLC | 119,721 | $261.2 萬 | 0.01% | +16,991+16.5% | 加碼 |
| Muzinich & Co., Inc. | 110,422 | $240.9 萬 | 1.70% | +4,350+4.1% | 加碼 |
| Denali Advisors LLC | 104,496 | $228.0 萬 | 0.24% | −20,157−16.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 103,043 | $224.8 萬 | 0.01% | +103,043 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 102,879 | $224.5 萬 | 0.00% | 00.0% | 不變 |
| Marshall Wace, LLP | 102,485 | $223.6 萬 | 0.00% | +30,124+41.6% | 加碼 |
| UBS Group AG | 102,406 | $223.4 萬 | 0.00% | +45,327+79.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 101,638 | $221.8 萬 | 0.00% | +101,638 | 新進 |
| Foundations Investment Advisors, LLC | 101,234 | $220.9 萬 | 0.04% | +20,105+24.8% | 加碼 |
| Confluence Investment Management LLC | 100,242 | $218.7 萬 | 0.03% | +1,779+1.8% | 加碼 |
| Hodges Capital Management Inc. | 91,753 | $200.2 萬 | 0.12% | +13,448+17.2% | 加碼 |
| Ameriprise Financial Inc | 91,237 | $199.1 萬 | 0.00% | +6,781+8.0% | 加碼 |
| Naviter Wealth, LLC | 83,531 | $182.3 萬 | 0.22% | +83,531 | 新進 |
| Benjamin Edwards Inc | 82,375 | $179.7 萬 | 0.03% | +2,174+2.7% | 加碼 |
| Argent Trust Co | 77,998 | $170.2 萬 | 0.07% | −6,358−7.5% | 減碼 |
| Barclays PLC | 77,436 | $169.0 萬 | 0.00% | +1,353+1.8% | 加碼 |
| Goldman Sachs Group Inc | 74,359 | $162.3 萬 | 0.00% | +61,546+480.3% | 加碼 |
| Moerus Capital Management LLC | 73,983 | $161.4 萬 | 0.59% | −8,114−9.9% | 減碼 |
| Commonwealth Equity Services, LLC | 71,112 | $155.2 萬 | 0.00% | −3,674−4.9% | 減碼 |
| Envestnet Asset Management Inc | 70,310 | $153.4 萬 | 0.00% | +57,695+457.4% | 加碼 |
| Sovereign's Capital Management, LLC | 67,575 | $147.4 萬 | 0.94% | +67,575 | 新進 |
| First Dallas Securities Inc. | 67,108 | $146.4 萬 | 0.60% | +10,596+18.8% | 加碼 |
| Redmont Wealth Advisors LLC | 66,939 | $146.1 萬 | 2.52% | −1,719−2.5% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 62,302 | $135.9 萬 | 0.34% | −2,862−4.4% | 減碼 |
| Royal Bank of Canada | 60,951 | $133.0 萬 | 0.00% | −1,400−2.2% | 減碼 |
| Aquatic Capital Management LLC | 58,864 | $128.4 萬 | 0.03% | +48,864+488.6% | 加碼 |
| Total Clarity Wealth Management, Inc. | 56,305 | $122.9 萬 | 0.40% | −25,650−31.3% | 減碼 |
| Cetera Investment Advisers | 53,524 | $116.8 萬 | 0.00% | +19,323+56.5% | 加碼 |
| National Asset Management, Inc. | 50,626 | $110.5 萬 | 0.04% | +3,941+8.4% | 加碼 |
| SMH Capital Advisors Inc | 47,043 | $102.6 萬 | 2.48% | +31,097+195.0% | 加碼 |
| Kestra Advisory Services, LLC | 44,691 | $97.5 萬 | 0.01% | +2,306+5.4% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 43,521 | $95.0 萬 | 0.17% | −1,723−3.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 42,428 | $92.6 萬 | 0.43% | −800−1.9% | 減碼 |
| Cozad Asset Management Inc | 41,834 | $91.3 萬 | 0.09% | −19,038−31.3% | 減碼 |
| JPMorgan Chase & Co | 39,259 | $85.7 萬 | 0.00% | +31,671+417.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 39,166 | $85.5 萬 | 0.06% | +1,557+4.1% | 加碼 |
| Sunbelt Securities, Inc. | 37,215 | $81.1 萬 | 0.07% | +12,802+52.4% | 加碼 |
| Quantbot Technologies LP | 36,631 | $79.9 萬 | 0.03% | +24,006+190.1% | 加碼 |
| Virtus ETF Advisers LLC | 35,931 | $78.4 萬 | 0.32% | +9,578+36.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 35,100 | $76.6 萬 | 0.06% | +35,100 | 新進 |
| Great West Life Assurance Co | 34,994 | $76.3 萬 | 0.00% | −2,618−7.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 33,307 | $72.7 萬 | 0.00% | +2,007+6.4% | 加碼 |
| Invesco Ltd. | 31,493 | $68.7 萬 | 0.00% | −367,856−92.1% | 減碼 |
| Northern Trust Corp | 29,382 | $64.1 萬 | 0.00% | +5,055+20.8% | 加碼 |
| Wells Fargo & Company | 28,022 | $61.1 萬 | 0.00% | +48+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 26,415 | $57.6 萬 | 0.00% | +3,349+14.5% | 加碼 |
| Global Retirement Partners, LLC | 25,581 | $55.8 萬 | 0.02% | −10,948−30.0% | 減碼 |
| Guggenheim Capital LLC | 23,612 | $51.5 萬 | 0.00% | +1,246+5.6% | 加碼 |
| Samalin Investment Counsel, LLC | 22,704 | $49.5 萬 | 0.21% | +2,228+10.9% | 加碼 |
| Jane Street Group, LLC | 21,748 | $47.5 萬 | 0.00% | +21,748 | 新進 |
| Apollon Wealth Management, LLC | 20,681 | $45.1 萬 | 0.01% | +127+0.6% | 加碼 |
| Autumn Glory Partners, LLC | 20,000 | $43.6 萬 | 0.21% | +7,000+53.8% | 加碼 |
| Catalyst Capital Advisors LLC | 20,000 | $43.6 萬 | 0.01% | +20,000 | 新進 |
| GWM Advisors LLC | 19,129 | $41.7 萬 | 0.00% | +19,129 | 新進 |
| Dearborn Partners LLC | 18,955 | $41.4 萬 | 0.02% | −726−3.7% | 減碼 |
| Colony Group, LLC | 18,928 | $41.3 萬 | 0.00% | +10,049+113.2% | 加碼 |
| Monticello Wealth Management, LLC | 18,272 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 18,250 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| Bank of America Corp | 17,710 | $38.6 萬 | 0.00% | +10,182+135.3% | 加碼 |
| Bard Associates Inc | 17,256 | $37.7 萬 | 0.13% | −924−5.1% | 減碼 |
| Susquehanna International Group, LLP | 17,223 | $37.6 萬 | 0.00% | +17,223 | 新進 |
| CI Private Wealth, LLC | 16,581 | $36.2 萬 | 0.00% | +5,494+49.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,407 | $35.8 萬 | 0.00% | +16,407 | 新進 |
| Avantax Advisory Services, Inc. | 16,120 | $35.2 萬 | 0.00% | −457−2.8% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 16,000 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Palisade Capital Management LLC | 15,647 | $34.1 萬 | 0.01% | +15,647 | 新進 |
| Oppenheimer & Co Inc | 14,955 | $32.6 萬 | 0.00% | +14,955 | 新進 |
| Mariner, LLC | 14,914 | $32.5 萬 | 0.00% | −573−3.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 13,842 | $30.2 萬 | 0.01% | −1,990−12.6% | 減碼 |
| Independent Financial Group, LLC | 13,785 | $30.1 萬 | 0.01% | +650+4.9% | 加碼 |
| US Bancorp | 13,700 | $29.9 萬 | 0.00% | −45−0.3% | 減碼 |
| Union Bancaire Privee, UBP SA | 13,655 | $29.8 萬 | 0.01% | +13,655 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 13,559 | $29.6 萬 | 0.02% | +13,559 | 新進 |