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 215 家機構在 13F 申報持有，市值合計 $6.80 億；沒有大師持有。
2025 年第 2 季 13F 持有人
Capital Southwest Corp 在 2025/6/30 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
- 200
- 較 2025 年第 1 季 +2 家
- 持有股數
- 5,772 萬
- 較 2025 年第 1 季 +1,793 萬 (+45.1%)
- 總市值
- $6.48 億
- 較 2025 年第 1 季 +$5,426 萬 (+9.1%)
- 新進機構
- 33
- 另有 74 家加碼
- 清倉機構
- 31
- 另有 47 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 215 | $6.80 億 |
| 2026 年第 1 季 | 196 | $6.08 億 |
| 2025 年第 4 季 | 195 | $5.78 億 |
| 2025 年第 3 季 | 188 | $6.05 億 |
| 2025 年第 2 季 | 200 | $6.48 億 |
| 2025 年第 1 季 | 199 | $5.94 億 |
| 2024 年第 4 季 | 188 | $5.07 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 14,349 | $4,513 萬 | 0.66% | +694+5.1% | 加碼 |
| Sanders Morris Harris LLC | 1,390,339 | $3,064 萬 | 7.32% | −42,725−3.0% | 減碼 |
| Van Eck Associates Corp | 1,347,300 | $2,970 萬 | 0.03% | +180,368+15.5% | 加碼 |
| Two Sigma Investments, LP | 761,221 | $2,540 萬 | 0.05% | −37,279−4.7% | 減碼 |
| Context Capital Management, LLC | – | $2,401 萬 | 0.81% | – | – |
| Millennium Management LLC | 526,734 | $2,320 萬 | 0.02% | +37,742+7.7% | 加碼 |
| Two Sigma Advisers, LP | 983,500 | $2,168 萬 | 0.04% | −31,400−3.1% | 減碼 |
| Foursixthree Capital LP | – | $2,119 萬 | 9.72% | – | – |
| Wellesley Asset Management | – | $1,951 萬 | 1.86% | – | – |
| UBS Group AG | 783,060 | $1,726 萬 | 0.00% | +486,183+163.8% | 加碼 |
| Advent Capital Management | – | $1,551 萬 | 0.34% | – | – |
| Sound Income Strategies, LLC | 702,201 | $1,548 萬 | 0.89% | +86,185+14.0% | 加碼 |
| Wolverine Asset Management LLC | – | $1,454 萬 | 0.24% | – | – |
| SMH Capital Advisors Inc | 12,856,215 | $1,359 萬 | 30.85% | +870,234+7.3% | 加碼 |
| Victory Capital Management Inc | 13,400,000 | $1,320 萬 | 0.01% | – | – |
| Balyasny Asset Management LLC | 546,280 | $1,204 萬 | 0.03% | −256,856−32.0% | 減碼 |
| Tectonic Advisors LLC | 521,686 | $1,150 萬 | 0.67% | +81,213+18.4% | 加碼 |
| Melia Wealth LLC | 464,973 | $1,025 萬 | 4.91% | +42,665+10.1% | 加碼 |
| Zuckerman Investment Group, LLC | 460,375 | $1,015 萬 | 0.98% | +33,355+7.8% | 加碼 |
| Saba Capital Management, L.P. | – | $999.9 萬 | 0.27% | – | – |
| Jump Financial, LLC | 40,579 | $974.2 萬 | 0.12% | – | – |
| Income Research & Management | 9,242,000 | $908.6 萬 | 2.43% | +242,000+2.7% | 加碼 |
| Citadel Advisors LLC | 409,241 | $902.0 萬 | 0.01% | +75,824+22.7% | 加碼 |
| Kim, LLC | – | $889.3 萬 | 0.92% | – | – |
| Cetera Investment Advisers | 361,722 | $797.2 萬 | 0.01% | +289,778+402.8% | 加碼 |
| Envestnet Asset Management Inc | 358,718 | $742.2 萬 | 0.00% | +290,335+424.6% | 加碼 |
| Legal & General Group Plc | 332,746 | $733.4 萬 | 0.00% | +14,573+4.6% | 加碼 |
| BlackRock, Inc. | 320,720 | $706.9 萬 | 0.00% | +58,889+22.5% | 加碼 |
| Royal Bank of Canada | 298,110 | $657.0 萬 | 0.00% | +228,971+331.2% | 加碼 |
| Franklin Resources Inc | 290,762 | $640.8 萬 | 0.00% | −7,861−2.6% | 減碼 |
| Columbus Macro, LLC | 290,704 | $640.7 萬 | 0.78% | +290,704 | 新進 |
| Raymond James Financial Inc | 286,597 | $631.7 萬 | 0.00% | −14,003−4.7% | 減碼 |
| Epiq Partners, LLC | 266,800 | $588.0 萬 | 3.00% | +11,400+4.5% | 加碼 |
| First Manhattan Co | 258,986 | $570.8 萬 | 0.02% | −28,150−9.8% | 減碼 |
| HRT Financial LP | 242,080 | $533.5 萬 | 0.02% | +154,384+176.0% | 加碼 |
| Morgan Stanley | 227,396 | $501.2 萬 | 0.00% | +67,598+42.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 226,212 | $498.6 萬 | 0.05% | −188,277−45.4% | 減碼 |
| Muzinich & Co., Inc. | 225,790 | $497.6 萬 | 2.27% | +88,419+64.4% | 加碼 |
| Weiss Asset Management LP | – | $493.9 萬 | 0.08% | – | 新進 |
| Goldman Sachs Group Inc | 212,781 | $469.0 萬 | 0.00% | −44,891−17.4% | 減碼 |
| LPL Financial LLC | 205,640 | $453.2 萬 | 0.00% | +7,962+4.0% | 加碼 |
| Womack Financial LLC | 199,323 | $439.3 萬 | 3.66% | +10,110+5.3% | 加碼 |
| Palisade Capital Management LLC | 10,747 | $419.4 萬 | 0.12% | 00.0% | 不變 |
| Grace & White Inc | 174,597 | $384.8 萬 | 0.70% | −2,000−1.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 172,597 | $380.4 萬 | 0.00% | +38,419+28.6% | 加碼 |
| Laffer Tengler Investments | 3,501 | $349.6 萬 | 0.62% | +947+37.1% | 加碼 |
| Marshall Wace, LLP | 147,162 | $324.3 萬 | 0.00% | −101,586−40.8% | 減碼 |
| Walleye Capital LLC | – | $296.4 萬 | 0.03% | – | – |
| Argent Trust Co | 123,348 | $271.9 萬 | 0.10% | +42,532+52.6% | 加碼 |
| Fort Baker Capital Management LP | 2,630,000 | $261.5 萬 | 0.46% | – | – |
| Foundations Investment Advisors, LLC | 118,196 | $260.5 萬 | 0.04% | +11,525+10.8% | 加碼 |
| Denali Advisors LLC | 113,850 | $250.9 萬 | 0.26% | −2,554−2.2% | 減碼 |
| Advisors Asset Management, Inc. | 112,511 | $248.0 萬 | 0.04% | −36,054−24.3% | 減碼 |
| Ssi Investment Management LLC | – | $245.8 萬 | 0.17% | – | – |
| Cubist Systematic Strategies, LLC | 107,201 | $236.3 萬 | 0.03% | +53,186+98.5% | 加碼 |
| Hodges Capital Management Inc. | 106,045 | $233.7 萬 | 0.22% | +14,285+15.6% | 加碼 |
| Confluence Investment Management LLC | 102,107 | $225.0 萬 | 0.03% | +585+0.6% | 加碼 |
| Naviter Wealth, LLC | 100,105 | $220.6 萬 | 0.27% | +18,352+22.4% | 加碼 |
| Change Path, LLC | 98,874 | $217.9 萬 | 0.06% | +6,855+7.4% | 加碼 |
| National Asset Management, Inc. | 92,163 | $203.1 萬 | 0.10% | −221−0.2% | 減碼 |
| Capstone Investment Advisors, LLC | – | $197.6 萬 | 0.02% | – | – |
| Benjamin Edwards Inc | 87,765 | $193.4 萬 | 0.02% | +2,985+3.5% | 加碼 |
| Lazard Asset Management LLC | – | $183.0 萬 | 0.00% | – | – |
| Catalyst Capital Advisors LLC | 1,407,000 | $181.1 萬 | 0.04% | 00.0% | 不變 |
| Amtrust Financial Services, Inc. | – | $177.9 萬 | 0.63% | – | – |
| Voloridge Investment Management, LLC | 80,641 | $177.7 萬 | 0.01% | +14,917+22.7% | 加碼 |
| Commonwealth Equity Services, LLC | 79,788 | $175.9 萬 | 0.00% | +2,248+2.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 79,511 | $175.2 萬 | 0.07% | −49,762−38.5% | 減碼 |
| Point72 Asset Management, L.P. | 78,808 | $173.7 萬 | 0.00% | +78,808 | 新進 |
| First Dallas Securities Inc. | 77,102 | $169.9 萬 | 0.67% | +5,177+7.2% | 加碼 |
| Sovereign's Capital Management, LLC | 77,048 | $169.8 萬 | 0.91% | +6,678+9.5% | 加碼 |
| Quantbot Technologies LP | 75,546 | $166.5 萬 | 0.04% | +13,993+22.7% | 加碼 |
| Moerus Capital Management LLC | 73,983 | $163.1 萬 | 0.70% | 00.0% | 不變 |
| Ameriprise Financial Inc | 69,501 | $153.2 萬 | 0.00% | −21,150−23.3% | 減碼 |
| Redmont Wealth Advisors LLC | 67,865 | $149.6 萬 | 2.19% | +14,242+26.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 66,243 | $146.0 萬 | 0.01% | −51,300−43.6% | 減碼 |
| Qube Research & Technologies Ltd | 63,474 | $139.9 萬 | 0.00% | −173,292−73.2% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 59,024 | $130.1 萬 | 0.30% | −1,214−2.0% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 56,395 | $124.3 萬 | 0.28% | +56,395 | 新進 |
| Brevan Howard Capital Management LP | 54,503 | $120.1 萬 | 0.01% | +54,503 | 新進 |
| Great West Life Assurance Co | 51,018 | $112.7 萬 | 0.00% | +2,771+5.7% | 加碼 |
| State Street Corp | 49,224 | $108.5 萬 | 0.00% | +34,889+243.4% | 加碼 |
| Cozad Asset Management Inc | 49,161 | $108.4 萬 | 0.09% | +2,010+4.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 48,215 | $106.3 萬 | 0.03% | +48,215 | 新進 |
| Thrivent Financial for Lutherans | – | $105.4 萬 | 0.00% | – | – |
| Trexquant Investment LP | 46,630 | $102.8 萬 | 0.01% | +46,630 | 新進 |
| Kestra Advisory Services, LLC | 45,856 | $101.1 萬 | 0.00% | −1,032−2.2% | 減碼 |
| Northern Trust Corp | 45,690 | $100.7 萬 | 0.00% | +33,858+286.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 43,005 | $94.8 萬 | 0.06% | +686+1.6% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 42,958 | $94.7 萬 | 0.15% | −774−1.8% | 減碼 |
| Engineers Gate Manager LP | 41,379 | $91.2 萬 | 0.01% | +21,792+111.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 41,064 | $90.5 萬 | 0.31% | −3,100−7.0% | 減碼 |
| Caldwell Sutter Capital, Inc. | 41,052 | $90.5 萬 | 0.41% | −676−1.6% | 減碼 |
| Sunbelt Securities, Inc. | 37,229 | $81.2 萬 | 0.07% | −2,000−5.1% | 減碼 |
| Tudor Investment Corp Et Al | 35,219 | $77.6 萬 | 0.01% | +35,219 | 新進 |
| FJ Capital Management LLC | 35,067 | $77.3 萬 | 0.08% | −5,014−12.5% | 減碼 |
| Omers Administration Corp | 34,900 | $76.9 萬 | 0.01% | +34,900 | 新進 |
| Invesco Ltd. | 34,003 | $74.9 萬 | 0.00% | +6,094+21.8% | 加碼 |
| Verition Fund Management LLC | 31,500 | $69.4 萬 | 0.00% | −2,274−6.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 28,528 | $62.9 萬 | 0.00% | −3,953−12.2% | 減碼 |