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。
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 | $4.12 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 |
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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $45 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 5 | $112 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 11 | $246 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 14 | $312 | 0.00% | −50−78.1% | 減碼 |
| NBT Bank N A | 30 | $659 | 0.00% | +30 | 新進 |
| Archer Investment Corp | 56 | $1,240 | 0.00% | +2+3.7% | 加碼 |
| Delta Asset Management LLC | 70 | $1,562 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 200 | $4,464 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 200 | $4,464 | 0.00% | +200 | 新進 |
| Hexagon Capital Partners LLC | 202 | $4,509 | 0.00% | +202 | 新進 |
| Runnymede Capital Advisors, Inc. | 216 | $4,821 | 0.00% | +216 | 新進 |
| Spectrum Wealth Counsel, LLC | 230 | $5,134 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 250 | $5,580 | 0.00% | +250 | 新進 |
| Farther Finance Advisors, LLC | 417 | $9,357 | 0.00% | +398+2,094.7% | 加碼 |
| Nisa Investment Advisors, LLC | 500 | $1.12 萬 | 0.00% | −2,200−81.5% | 減碼 |
| Ridgewood Investments LLC | 500 | $1.12 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 500 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 500 | $1.12 萬 | 0.01% | +500 | 新進 |
| North Star Investment Management Corp. | 528 | $1.18 萬 | 0.00% | +528 | 新進 |
| Spire Wealth Management | 600 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 608 | $1.36 萬 | 0.00% | +608 | 新進 |
| Toth Financial Advisory Corp | 670 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,000 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,552 | $2.79 萬 | 0.00% | −338−17.9% | 減碼 |
| Nomura Asset Management Co Ltd | 1,347 | $3.01 萬 | 0.00% | −870−39.2% | 減碼 |
| Quarry LP | 1,351 | $3.02 萬 | 0.01% | −775−36.5% | 減碼 |
| Promus Capital, LLC | 1,384 | $3.09 萬 | 0.02% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 1,462 | $3.26 萬 | 0.01% | 00.0% | 不變 |
| Group One Trading, L.P. | 1,496 | $3.34 萬 | 0.00% | +1,496 | 新進 |
| The PNC Financial Services Group, Inc. | 1,566 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,634 | $3.65 萬 | 0.00% | −151−8.5% | 減碼 |
| Geneos Wealth Management Inc. | 1,930 | $4.31 萬 | 0.00% | −160−7.7% | 減碼 |
| TCTC Holdings, LLC | 2,136 | $4.77 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,315 | $5.20 萬 | 0.00% | +250+12.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,359 | $5.27 萬 | 0.00% | −6−0.3% | 減碼 |
| Garde Capital, Inc. | 2,401 | $5.36 萬 | 0.00% | +2,401 | 新進 |
| Capital Analysts, LLC | 2,616 | $5.80 萬 | 0.00% | +66+2.6% | 加碼 |
| MAI Capital Management | 2,659 | $5.93 萬 | 0.00% | −17−0.6% | 減碼 |
| Ronald Blue Trust, Inc. | 2,963 | $6.61 萬 | 0.00% | +289+10.8% | 加碼 |
| Citigroup Inc | 2,994 | $6.68 萬 | 0.00% | +407+15.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,000 | $8.93 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,402 | $9.83 萬 | 0.00% | −212−4.6% | 減碼 |
| Rialto Wealth Management, LLC | 4,809 | $10.7 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 5,000 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Hollencrest Capital Management | 6,875 | $15.3 萬 | 0.01% | +174+2.6% | 加碼 |
| Wells Fargo & Company | 7,880 | $17.6 萬 | 0.00% | −20,142−71.9% | 減碼 |
| PFG Investments, LLC | 9,264 | $20.7 萬 | 0.01% | +9,264 | 新進 |
| Wolverine Trading, LLC | 9,339 | $20.9 萬 | 0.01% | +74+0.8% | 加碼 |
| HighTower Advisors, LLC | 9,388 | $21.0 萬 | 0.00% | +73+0.8% | 加碼 |
| Colony Group, LLC | 9,442 | $21.1 萬 | 0.00% | −22−0.2% | 減碼 |
| Evergreen Capital Management LLC | 9,750 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| TCFG Wealth Management, LLC | 9,800 | $21.9 萬 | 0.11% | 00.0% | 不變 |
| ProShare Advisors LLC | 9,859 | $22.0 萬 | 0.00% | +9,859 | 新進 |
| TownSquare Capital, LLC | 9,912 | $22.1 萬 | 0.00% | +9,912 | 新進 |
| DRW Securities, LLC | 10,070 | $22.5 萬 | 0.02% | +10,070 | 新進 |
| Jane Street Group, LLC | 10,133 | $22.6 萬 | 0.00% | −11,615−53.4% | 減碼 |
| Palisade Capital Management LLC | 10,747 | $24.0 萬 | 0.01% | −4,900−31.3% | 減碼 |
| CI Private Wealth, LLC | 10,957 | $24.5 萬 | 0.00% | −5,624−33.9% | 減碼 |
| Avantax Advisory Services, Inc. | 11,157 | $24.9 萬 | 0.00% | −4,963−30.8% | 減碼 |
| Geode Capital Management, LLC | 11,251 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| Oxford Asset Management LLP | 11,392 | $25.4 萬 | 0.12% | +11,392 | 新進 |
| Core Wealth Partners LLC | 11,520 | $25.7 萬 | 0.15% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 11,603 | $25.9 萬 | 0.00% | +11,603 | 新進 |
| Sciencast Management LP | 11,696 | $26.1 萬 | 0.06% | +11,696 | 新進 |
| Squarepoint Ops LLC | 11,821 | $26.4 萬 | 0.00% | +11,821 | 新進 |
| Northern Trust Corp | 11,832 | $26.4 萬 | 0.00% | −17,550−59.7% | 減碼 |
| Simplex Trading, LLC | 11,898 | $26.5 萬 | 0.01% | +11,898 | 新進 |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,628 | $28.2 萬 | 0.03% | +12,628 | 新進 |
| Catalina Capital Group, LLC | 13,240 | $29.6 萬 | 0.20% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 13,655 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 13,756 | $30.7 萬 | 0.00% | +56+0.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,000 | $31.3 萬 | 0.00% | +3,118+28.7% | 加碼 |
| Caxton Associates LLP | 14,257 | $31.8 萬 | 0.01% | +14,257 | 新進 |
| State Street Corp | 14,335 | $32.0 萬 | 0.00% | +14,335 | 新進 |
| Independent Financial Group, LLC | 14,735 | $32.9 萬 | 0.01% | +950+6.9% | 加碼 |
| Oppenheimer & Co Inc | 14,943 | $33.4 萬 | 0.01% | −12−0.1% | 減碼 |
| Mutual Advisors, LLC | 17,379 | $35.2 萬 | 0.01% | +17,379 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 16,015 | $35.7 萬 | 0.01% | +15+0.1% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 16,133 | $36.0 萬 | 0.00% | +16,133 | 新進 |
| Bard Associates Inc | 17,256 | $38.5 萬 | 0.14% | 00.0% | 不變 |
| Vident Advisory, LLC | 17,997 | $40.2 萬 | 0.01% | +7,576+72.7% | 加碼 |
| GWM Advisors LLC | 18,158 | $40.5 萬 | 0.00% | −971−5.1% | 減碼 |
| LBMC Investment Advisors, LLC | 18,250 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 18,272 | $40.8 萬 | 0.03% | 00.0% | 不變 |
| Dearborn Partners LLC | 18,424 | $41.1 萬 | 0.02% | −531−2.8% | 減碼 |
| Grimes & Company, Inc. | 18,599 | $41.5 萬 | 0.01% | +18,599 | 新進 |
| Engineers Gate Manager LP | 19,587 | $43.7 萬 | 0.01% | +19,587 | 新進 |
| Mariner, LLC | 19,697 | $44.0 萬 | 0.00% | +4,783+32.1% | 加碼 |
| Catalyst Capital Advisors LLC | 20,000 | $44.6 萬 | 0.01% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 21,362 | $47.7 萬 | 0.04% | −13,738−39.1% | 減碼 |
| Apollon Wealth Management, LLC | 21,498 | $48.0 萬 | 0.01% | +817+4.0% | 加碼 |
| Northeast Financial Consultants Inc | 21,867 | $48.8 萬 | 0.02% | +21,867 | 新進 |
| Guggenheim Capital LLC | 23,104 | $51.6 萬 | 0.00% | −508−2.2% | 減碼 |
| Aquatic Capital Management LLC | 23,177 | $51.7 萬 | 0.01% | −35,687−60.6% | 減碼 |
| Samalin Investment Counsel, LLC | 23,955 | $53.5 萬 | 0.22% | +1,251+5.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 25,574 | $57.1 萬 | 0.00% | −76,064−74.8% | 減碼 |
| Autumn Glory Partners, LLC | 26,000 | $58.0 萬 | 0.29% | +6,000+30.0% | 加碼 |
| Advisor Group Holdings, Inc. | 26,255 | $58.6 萬 | 0.00% | −160−0.6% | 減碼 |
| AlphaCore Capital LLC | 27,810 | $62.1 萬 | 0.05% | +27,810 | 新進 |
| Invesco Ltd. | 27,909 | $62.3 萬 | 0.00% | −3,584−11.4% | 減碼 |