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 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
- 1,477 萬
- 較 2024 年第 3 季 +355.2 萬 (+31.7%)
- 總市值
- $3.22 億
- 較 2024 年第 3 季 +$3,832 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 | $4.12 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 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $44 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 5 | $110 | 0.00% | +5 | 新進 |
| SOA Wealth Advisors, LLC. | 11 | $240 | 0.00% | +11 | 新進 |
| Lindbrook Capital, LLC | 13 | $284 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 19 | $415 | 0.00% | 00.0% | 不變 |
| Mainstream Capital Management LLC | 35 | $764 | 0.00% | +35 | 新進 |
| Archer Investment Corp | 54 | $1,178 | 0.00% | +2+3.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 64 | $1,396 | 0.00% | −1,252−95.1% | 減碼 |
| Delta Asset Management LLC | 70 | $1,527 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 99 | $2,160 | 0.00% | +99 | 新進 |
| Quadrant Capital Group LLC | 105 | $2,292 | 0.00% | −216−67.3% | 減碼 |
| FMR LLC | 150 | $3,273 | 0.00% | +150 | 新進 |
| Atlantic Edge Private Wealth Management, LLC | 200 | $4,364 | 0.00% | 00.0% | 不變 |
| Wingate Wealth Advisors, Inc. | 210 | $4,582 | 0.00% | +210 | 新進 |
| Spectrum Wealth Counsel, LLC | 230 | $5,019 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 325 | $7,092 | 0.00% | +325 | 新進 |
| Raleigh Capital Management Inc. | 425 | $9,274 | 0.00% | −125−22.7% | 減碼 |
| Ridgewood Investments LLC | 500 | $1.09 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 500 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 500 | $1.12 萬 | 0.00% | −1,550−75.6% | 減碼 |
| Spire Wealth Management | 600 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 650 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 670 | $1.46 萬 | 0.00% | +70+11.7% | 加碼 |
| Larson Financial Group LLC | 1,000 | $2.18 萬 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 1,000 | $2.18 萬 | 0.01% | +1,000 | 新進 |
| Promus Capital, LLC | 1,384 | $3.02 萬 | 0.02% | +1,384 | 新進 |
| Ameriflex Group, Inc. | 1,462 | $3.29 萬 | 0.02% | +1,462 | 新進 |
| The PNC Financial Services Group, Inc. | 1,566 | $3.42 萬 | 0.00% | −8,228−84.0% | 減碼 |
| Signaturefd, LLC | 1,785 | $3.89 萬 | 0.00% | −945−34.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,890 | $4.15 萬 | 0.00% | +427+29.2% | 加碼 |
| CWM, LLC | 2,065 | $4.50 萬 | 0.00% | +1,040+101.5% | 加碼 |
| Geneos Wealth Management Inc. | 2,090 | $4.56 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 2,126 | $4.64 萬 | 0.01% | +732+52.5% | 加碼 |
| TCTC Holdings, LLC | 2,136 | $4.66 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 2,217 | $4.84 萬 | 0.00% | +1,571+243.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,365 | $5.16 萬 | 0.00% | +25+1.1% | 加碼 |
| Capital Analysts, LLC | 2,550 | $5.60 萬 | 0.00% | +669+35.6% | 加碼 |
| Citigroup Inc | 2,587 | $5.64 萬 | 0.00% | +492+23.5% | 加碼 |
| Ronald Blue Trust, Inc. | 2,674 | $5.83 萬 | 0.00% | −4,473−62.6% | 減碼 |
| MAI Capital Management | 2,676 | $5.84 萬 | 0.00% | +2,676 | 新進 |
| Brown Brothers Harriman & Co | 2,683 | $5.85 萬 | 0.00% | +2,683 | 新進 |
| Nisa Investment Advisors, LLC | 2,700 | $5.89 萬 | 0.00% | −1,500−35.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 4,000 | $8.73 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,614 | $10.1 萬 | 0.00% | −239−4.9% | 減碼 |
| Rialto Wealth Management, LLC | 4,809 | $10.5 萬 | 0.03% | +4,809 | 新進 |
| Creative Planning | 5,000 | $10.9 萬 | 0.00% | −6,161−55.2% | 減碼 |
| Washington Trust Advisors, Inc. | 5,000 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 5,556 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 6,701 | $14.6 萬 | 0.01% | +174+2.7% | 加碼 |
| Lido Advisors, LLC | 9,244 | $20.2 萬 | 0.00% | −5,208−36.0% | 減碼 |
| Wolverine Trading, LLC | 9,265 | $20.2 萬 | 0.00% | +9,265 | 新進 |
| HighTower Advisors, LLC | 9,315 | $20.3 萬 | 0.00% | −2,461−20.9% | 減碼 |
| Colony Group, LLC | 9,464 | $20.7 萬 | 0.00% | +585+6.6% | 加碼 |
| Evergreen Capital Management LLC | 9,750 | $21.3 萬 | 0.01% | −116−1.2% | 減碼 |
| TCFG Wealth Management, LLC | 9,800 | $21.4 萬 | 0.11% | 00.0% | 不變 |
| Vident Advisory, LLC | 10,421 | $22.7 萬 | 0.00% | −4,145−28.5% | 減碼 |
| Gsa Capital Partners LLP | 10,880 | $23.7 萬 | 0.02% | +10,880 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 10,882 | $23.7 萬 | 0.00% | −1,798−14.2% | 減碼 |
| Geode Capital Management, LLC | 11,251 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $25.1 萬 | 0.14% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 13,240 | $28.9 萬 | 0.10% | +13,240 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 13,559 | $29.6 萬 | 0.02% | +13,559 | 新進 |
| Union Bancaire Privee, UBP SA | 13,655 | $29.8 萬 | 0.01% | +13,655 | 新進 |
| US Bancorp | 13,700 | $29.9 萬 | 0.00% | −45−0.3% | 減碼 |
| Independent Financial Group, LLC | 13,785 | $30.1 萬 | 0.01% | +650+4.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 13,842 | $30.2 萬 | 0.01% | −1,990−12.6% | 減碼 |
| Mariner, LLC | 14,914 | $32.5 萬 | 0.00% | −573−3.7% | 減碼 |
| Oppenheimer & Co Inc | 14,955 | $32.6 萬 | 0.00% | +14,955 | 新進 |
| Palisade Capital Management LLC | 15,647 | $34.1 萬 | 0.01% | +15,647 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 16,000 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 16,120 | $35.2 萬 | 0.00% | −457−2.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 16,407 | $35.8 萬 | 0.00% | +16,407 | 新進 |
| CI Private Wealth, LLC | 16,581 | $36.2 萬 | 0.00% | +5,494+49.6% | 加碼 |
| Susquehanna International Group, LLP | 17,223 | $37.6 萬 | 0.00% | +17,223 | 新進 |
| Bard Associates Inc | 17,256 | $37.7 萬 | 0.13% | −924−5.1% | 減碼 |
| Bank of America Corp | 17,710 | $38.6 萬 | 0.00% | +10,182+135.3% | 加碼 |
| LBMC Investment Advisors, LLC | 18,250 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 18,272 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Dearborn Partners LLC | 18,955 | $41.4 萬 | 0.02% | −726−3.7% | 減碼 |
| GWM Advisors LLC | 19,129 | $41.7 萬 | 0.00% | +19,129 | 新進 |
| 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 |
| Apollon Wealth Management, LLC | 20,681 | $45.1 萬 | 0.01% | +127+0.6% | 加碼 |
| Jane Street Group, LLC | 21,748 | $47.5 萬 | 0.00% | +21,748 | 新進 |
| Samalin Investment Counsel, LLC | 22,704 | $49.5 萬 | 0.21% | +2,228+10.9% | 加碼 |
| Guggenheim Capital LLC | 23,612 | $51.5 萬 | 0.00% | +1,246+5.6% | 加碼 |
| Global Retirement Partners, LLC | 25,581 | $55.8 萬 | 0.02% | −10,948−30.0% | 減碼 |
| Advisor Group Holdings, Inc. | 26,415 | $57.6 萬 | 0.00% | +3,349+14.5% | 加碼 |
| Wells Fargo & Company | 28,022 | $61.1 萬 | 0.00% | +48+0.2% | 加碼 |
| Northern Trust Corp | 29,382 | $64.1 萬 | 0.00% | +5,055+20.8% | 加碼 |
| Invesco Ltd. | 31,493 | $68.7 萬 | 0.00% | −367,856−92.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 33,307 | $72.7 萬 | 0.00% | +2,007+6.4% | 加碼 |
| Great West Life Assurance Co | 34,994 | $76.3 萬 | 0.00% | −2,618−7.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 35,100 | $76.6 萬 | 0.06% | +35,100 | 新進 |
| Virtus ETF Advisers LLC | 35,931 | $78.4 萬 | 0.32% | +9,578+36.3% | 加碼 |
| Quantbot Technologies LP | 36,631 | $79.9 萬 | 0.03% | +24,006+190.1% | 加碼 |
| Sunbelt Securities, Inc. | 37,215 | $81.1 萬 | 0.07% | +12,802+52.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 39,166 | $85.5 萬 | 0.06% | +1,557+4.1% | 加碼 |
| JPMorgan Chase & Co | 39,259 | $85.7 萬 | 0.00% | +35,465+934.8% | 加碼 |
| Cozad Asset Management Inc | 41,834 | $91.3 萬 | 0.09% | −19,038−31.3% | 減碼 |