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。
2025 年第 1 季 13F 持有人
Capital Southwest Corp 在 2025/3/31 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
- 175
- 較 2024 年第 4 季 +17 家
- 持有股數
- 1,726 萬
- 較 2024 年第 4 季 +251.2 萬 (+17.0%)
- 總市值
- $3.85 億
- 較 2024 年第 4 季 +$6,332 萬 (+19.7%)
- 新進機構
- 36
- 另有 64 家加碼
- 清倉機構
- 19
- 另有 44 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 1,433,064 | $3,199 萬 | 4.94% | +618,480+75.9% | 加碼 |
| Van Eck Associates Corp | 1,166,932 | $2,605 萬 | 0.03% | −23,272−2.0% | 減碼 |
| Two Sigma Advisers, LP | 1,014,900 | $2,265 萬 | 0.05% | +240,300+31.0% | 加碼 |
| Balyasny Asset Management LLC | 803,136 | $1,793 萬 | 0.04% | −198,063−19.8% | 減碼 |
| Two Sigma Investments, LP | 798,500 | $1,782 萬 | 0.04% | +124,722+18.5% | 加碼 |
| Punch & Associates Investment Management, Inc. | 686,513 | $1,532 萬 | 1.00% | +14,146+2.1% | 加碼 |
| Sound Income Strategies, LLC | 616,016 | $1,375 萬 | 0.81% | +37,475+6.5% | 加碼 |
| Millennium Management LLC | 488,992 | $1,091 萬 | 0.01% | +231,614+90.0% | 加碼 |
| Tectonic Advisors LLC | 440,473 | $983.1 萬 | 0.61% | +42,465+10.7% | 加碼 |
| Zuckerman Investment Group, LLC | 427,020 | $953.1 萬 | 1.02% | −245,448−36.5% | 減碼 |
| Melia Wealth LLC | 422,308 | $942.6 萬 | 4.86% | +20,727+5.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 414,489 | $925.1 萬 | 0.10% | −75,802−15.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 403,826 | $901.3 萬 | 0.41% | +4,939+1.2% | 加碼 |
| Citadel Advisors LLC | 333,417 | $744.2 萬 | 0.01% | +213,100+177.1% | 加碼 |
| Legal & General Group Plc | 318,173 | $710.2 萬 | 0.00% | +7,888+2.5% | 加碼 |
| Raymond James Financial Inc | 300,600 | $670.9 萬 | 0.00% | +105,845+54.3% | 加碼 |
| Franklin Resources Inc | 298,623 | $666.5 萬 | 0.00% | +91,293+44.0% | 加碼 |
| UBS Group AG | 296,877 | $662.6 萬 | 0.00% | +194,471+189.9% | 加碼 |
| First Manhattan Co | 287,136 | $640.9 萬 | 0.02% | −14,814−4.9% | 減碼 |
| BlackRock, Inc. | 261,831 | $584.4 萬 | 0.00% | +28,311+12.1% | 加碼 |
| Goldman Sachs Group Inc | 257,672 | $575.1 萬 | 0.00% | +183,313+246.5% | 加碼 |
| Epiq Partners, LLC | 255,400 | $570.1 萬 | 3.01% | +255,400 | 新進 |
| Marshall Wace, LLP | 248,748 | $555.2 萬 | 0.01% | +146,263+142.7% | 加碼 |
| Qube Research & Technologies Ltd | 236,766 | $528.5 萬 | 0.01% | +39,137+19.8% | 加碼 |
| LPL Financial LLC | 197,678 | $441.2 萬 | 0.00% | +28,624+16.9% | 加碼 |
| Womack Financial LLC | 189,213 | $422.3 萬 | 3.87% | +1,825+1.0% | 加碼 |
| Grace & White Inc | 176,597 | $394.2 萬 | 0.75% | 00.0% | 不變 |
| Morgan Stanley | 159,798 | $356.7 萬 | 0.00% | −53,650−25.1% | 減碼 |
| Barclays PLC | 153,470 | $342.5 萬 | 0.00% | +76,034+98.2% | 加碼 |
| Advisors Asset Management, Inc. | 148,565 | $331.6 萬 | 0.06% | −978−0.7% | 減碼 |
| Muzinich & Co., Inc. | 137,371 | $306.6 萬 | 1.87% | +26,949+24.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 134,178 | $299.5 萬 | 0.00% | +31,299+30.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 129,273 | $288.5 萬 | 0.13% | −50,153−28.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 117,543 | $262.4 萬 | 0.02% | +14,500+14.1% | 加碼 |
| Denali Advisors LLC | 116,404 | $259.8 萬 | 0.30% | +11,908+11.4% | 加碼 |
| Foundations Investment Advisors, LLC | 106,671 | $238.1 萬 | 0.04% | +5,437+5.4% | 加碼 |
| Confluence Investment Management LLC | 101,522 | $226.6 萬 | 0.03% | +1,280+1.3% | 加碼 |
| National Asset Management, Inc. | 92,384 | $206.2 萬 | 0.06% | +41,758+82.5% | 加碼 |
| Change Path, LLC | 92,019 | $205.4 萬 | 0.06% | +92,019 | 新進 |
| Hodges Capital Management Inc. | 91,760 | $204.8 萬 | 0.20% | +70.0% | 加碼 |
| Ameriprise Financial Inc | 90,651 | $202.4 萬 | 0.00% | −586−0.6% | 減碼 |
| HRT Financial LP | 87,696 | $195.7 萬 | 0.01% | −39,004−30.8% | 減碼 |
| Benjamin Edwards Inc | 84,780 | $189.2 萬 | 0.03% | +2,405+2.9% | 加碼 |
| Naviter Wealth, LLC | 81,753 | $188.1 萬 | 0.23% | −1,778−2.1% | 減碼 |
| Argent Trust Co | 80,816 | $180.4 萬 | 0.07% | +2,818+3.6% | 加碼 |
| Commonwealth Equity Services, LLC | 77,540 | $173.1 萬 | 0.00% | +6,428+9.0% | 加碼 |
| Moerus Capital Management LLC | 73,983 | $165.1 萬 | 0.74% | 00.0% | 不變 |
| Cetera Investment Advisers | 71,944 | $160.6 萬 | 0.00% | +18,420+34.4% | 加碼 |
| First Dallas Securities Inc. | 71,925 | $160.5 萬 | 0.67% | +4,817+7.2% | 加碼 |
| Sovereign's Capital Management, LLC | 70,370 | $157.1 萬 | 0.93% | +2,795+4.1% | 加碼 |
| Royal Bank of Canada | 69,139 | $154.4 萬 | 0.00% | +8,188+13.4% | 加碼 |
| Voloridge Investment Management, LLC | 65,724 | $146.7 萬 | 0.01% | +65,724 | 新進 |
| Bank of America Corp | 61,627 | $137.6 萬 | 0.00% | +43,917+248.0% | 加碼 |
| Quantbot Technologies LP | 61,553 | $137.4 萬 | 0.04% | +24,922+68.0% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 60,238 | $134.5 萬 | 0.33% | −2,064−3.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 56,305 | $122.9 萬 | 0.40% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 54,015 | $120.6 萬 | 0.02% | +54,015 | 新進 |
| Redmont Wealth Advisors LLC | 53,623 | $119.7 萬 | 2.33% | −13,316−19.9% | 減碼 |
| Great West Life Assurance Co | 48,247 | $108.0 萬 | 0.00% | +13,253+37.9% | 加碼 |
| Cozad Asset Management Inc | 47,151 | $105.2 萬 | 0.11% | +5,317+12.7% | 加碼 |
| Kestra Advisory Services, LLC | 46,888 | $104.7 萬 | 0.01% | +2,197+4.9% | 加碼 |
| SMH Capital Advisors Inc | 45,981 | $102.6 萬 | 2.38% | −1,062−2.3% | 減碼 |
| Envestnet Asset Management Inc | 45,383 | $101.3 萬 | 0.00% | −24,927−35.5% | 減碼 |
| Virtus Investment Advisers, Inc. | 44,164 | $98.6 萬 | 0.27% | +44,164 | 新進 |
| Mraz, Amerine & Associates, Inc. | 43,732 | $97.8 萬 | 0.17% | +211+0.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 42,319 | $94.5 萬 | 0.06% | +3,153+8.1% | 加碼 |
| Caldwell Sutter Capital, Inc. | 41,728 | $93.1 萬 | 0.44% | −700−1.6% | 減碼 |
| FJ Capital Management LLC | 40,081 | $89.5 萬 | 0.09% | +40,081 | 新進 |
| Sunbelt Securities, Inc. | 39,229 | $87.6 萬 | 0.08% | +2,014+5.4% | 加碼 |
| ExodusPoint Capital Management, LP | 39,100 | $87.3 萬 | 0.01% | +39,100 | 新進 |
| BNP Paribas Arbitrage, SA | 38,238 | $85.3 萬 | 0.00% | +21,831+133.1% | 加碼 |
| Susquehanna International Group, LLP | 37,587 | $83.9 萬 | 0.00% | +20,364+118.2% | 加碼 |
| Verition Fund Management LLC | 33,774 | $75.4 萬 | 0.00% | +33,774 | 新進 |
| JPMorgan Chase & Co | 32,951 | $73.5 萬 | 0.00% | −6,308−16.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 32,481 | $72.5 萬 | 0.00% | −826−2.5% | 減碼 |
| Invesco Ltd. | 27,909 | $62.3 萬 | 0.00% | −3,584−11.4% | 減碼 |
| AlphaCore Capital LLC | 27,810 | $62.1 萬 | 0.05% | +27,810 | 新進 |
| Advisor Group Holdings, Inc. | 26,255 | $58.6 萬 | 0.00% | −160−0.6% | 減碼 |
| Autumn Glory Partners, LLC | 26,000 | $58.0 萬 | 0.29% | +6,000+30.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 25,574 | $57.1 萬 | 0.00% | −76,064−74.8% | 減碼 |
| Samalin Investment Counsel, LLC | 23,955 | $53.5 萬 | 0.22% | +1,251+5.5% | 加碼 |
| Aquatic Capital Management LLC | 23,177 | $51.7 萬 | 0.01% | −35,687−60.6% | 減碼 |
| Guggenheim Capital LLC | 23,104 | $51.6 萬 | 0.00% | −508−2.2% | 減碼 |
| Northeast Financial Consultants Inc | 21,867 | $48.8 萬 | 0.02% | +21,867 | 新進 |
| Apollon Wealth Management, LLC | 21,498 | $48.0 萬 | 0.01% | +817+4.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 21,362 | $47.7 萬 | 0.04% | −13,738−39.1% | 減碼 |
| Catalyst Capital Advisors LLC | 20,000 | $44.6 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 19,697 | $44.0 萬 | 0.00% | +4,783+32.1% | 加碼 |
| Engineers Gate Manager LP | 19,587 | $43.7 萬 | 0.01% | +19,587 | 新進 |
| Grimes & Company, Inc. | 18,599 | $41.5 萬 | 0.01% | +18,599 | 新進 |
| Dearborn Partners LLC | 18,424 | $41.1 萬 | 0.02% | −531−2.8% | 減碼 |
| Monticello Wealth Management, LLC | 18,272 | $40.8 萬 | 0.03% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 18,250 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| GWM Advisors LLC | 18,158 | $40.5 萬 | 0.00% | −971−5.1% | 減碼 |
| Vident Advisory, LLC | 17,997 | $40.2 萬 | 0.01% | +7,576+72.7% | 加碼 |
| Bard Associates Inc | 17,256 | $38.5 萬 | 0.14% | 00.0% | 不變 |
| Lansforsakringar Fondforvaltning AB (publ) | 16,133 | $36.0 萬 | 0.00% | +16,133 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 16,015 | $35.7 萬 | 0.01% | +15+0.1% | 加碼 |
| Mutual Advisors, LLC | 17,379 | $35.2 萬 | 0.01% | +17,379 | 新進 |
| Oppenheimer & Co Inc | 14,943 | $33.4 萬 | 0.01% | −12−0.1% | 減碼 |