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 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
- 177
- 較 2025 年第 1 季 +3 家
- 持有股數
- 1,784 萬
- 較 2025 年第 1 季 +58.6 萬 (+3.4%)
- 總市值
- $3.93 億
- 較 2025 年第 1 季 +$778.2 萬 (+2.0%)
- 新進機構
- 30
- 另有 68 家加碼
- 清倉機構
- 27
- 另有 48 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 | 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 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $44 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 5 | $111 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 19 | $419 | 0.00% | +19 | 新進 |
| NBT Bank N A | 30 | $668 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 70 | $1,543 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 200 | $4,408 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 250 | $5,510 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 300 | $6,612 | 0.00% | −308−50.7% | 減碼 |
| Dunhill Financial, LLC | 400 | $8,816 | 0.00% | +400 | 新進 |
| IFP Advisors, Inc | 475 | $1.05 萬 | 0.00% | +475 | 新進 |
| Ridgewood Investments LLC | 500 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 500 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 500 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 600 | $1.32 萬 | 0.00% | −70−10.4% | 減碼 |
| Spire Wealth Management | 600 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 639 | $1.41 萬 | 0.00% | −17,519−96.5% | 減碼 |
| Larson Financial Group LLC | 1,000 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,025 | $2.26 萬 | 0.00% | +497+94.1% | 加碼 |
| Promus Capital, LLC | 1,384 | $3.05 萬 | 0.02% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 1,400 | $3.09 萬 | 0.01% | +1,400 | 新進 |
| CIBC Private Wealth Group, LLC | 1,551 | $3.42 萬 | 0.00% | −1−0.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,566 | $3.45 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,877 | $4.14 萬 | 0.00% | +1,863+13,307.1% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 1,894 | $4.17 萬 | 0.01% | +1,894 | 新進 |
| Geneos Wealth Management Inc. | 1,930 | $4.25 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 2,135 | $4.71 萬 | 0.00% | +788+58.5% | 加碼 |
| TCTC Holdings, LLC | 2,136 | $4.71 萬 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 2,189 | $4.82 萬 | 0.00% | +2,189 | 新進 |
| Garde Capital, Inc. | 2,401 | $5.29 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,483 | $5.47 萬 | 0.00% | +849+52.0% | 加碼 |
| VPR Management LLC | 2,500 | $5.51 萬 | 0.03% | +2,500 | 新進 |
| First Horizon Advisors, Inc. | 2,628 | $5.79 萬 | 0.00% | +2,428+1,214.0% | 加碼 |
| Capital Analysts, LLC | 2,685 | $5.90 萬 | 0.00% | +69+2.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,787 | $6.14 萬 | 0.00% | +428+18.1% | 加碼 |
| CWM, LLC | 2,930 | $6.50 萬 | 0.00% | +615+26.6% | 加碼 |
| Ronald Blue Trust, Inc. | 3,148 | $6.94 萬 | 0.00% | +185+6.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,176 | $7.00 萬 | 0.01% | +3,176 | 新進 |
| Nisa Investment Advisors, LLC | 3,500 | $7.71 萬 | 0.00% | +3,000+600.0% | 加碼 |
| MAI Capital Management | 3,524 | $7.77 萬 | 0.00% | +865+32.5% | 加碼 |
| Farther Finance Advisors, LLC | 3,698 | $8.15 萬 | 0.00% | +3,281+786.8% | 加碼 |
| Quarry LP | 3,715 | $8.19 萬 | 0.02% | +2,364+175.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,000 | $8.82 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,185 | $9.22 萬 | 0.00% | −217−4.9% | 減碼 |
| Allworth Financial LP | 4,600 | $10.1 萬 | 0.00% | +4,600 | 新進 |
| Rialto Wealth Management, LLC | 4,809 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 5,000 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 5,500 | $12.1 萬 | 0.01% | +5,500 | 新進 |
| Hollencrest Capital Management | 7,055 | $15.5 萬 | 0.01% | +180+2.6% | 加碼 |
| JPMorgan Chase & Co | 8,423 | $18.6 萬 | 0.00% | −24,528−74.4% | 減碼 |
| Creative Planning | 9,114 | $20.1 萬 | 0.00% | +9,114 | 新進 |
| Colony Group, LLC | 9,272 | $20.4 萬 | 0.00% | −170−1.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 9,738 | $21.5 萬 | 0.00% | +9,738 | 新進 |
| Mutual Advisors, LLC | 9,244 | $21.6 萬 | 0.01% | −8,135−46.8% | 減碼 |
| ProShare Advisors LLC | 9,909 | $21.8 萬 | 0.00% | +50+0.5% | 加碼 |
| HighTower Advisors, LLC | 10,190 | $22.5 萬 | 0.00% | +802+8.5% | 加碼 |
| Independent Financial Group, LLC | 10,485 | $23.1 萬 | 0.01% | −4,250−28.8% | 減碼 |
| Summit Trail Advisors, LLC | 10,630 | $23.4 萬 | 0.00% | +10,630 | 新進 |
| Palisade Capital Management LLC | 10,747 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,830 | $23.9 萬 | 0.00% | −327−2.9% | 減碼 |
| Quantinno Capital Management LP | 10,893 | $24.0 萬 | 0.00% | +10,893 | 新進 |
| PharVision Advisers, LLC | 11,249 | $24.8 萬 | 0.36% | +11,249 | 新進 |
| Geode Capital Management, LLC | 11,251 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $25.4 萬 | 0.13% | 00.0% | 不變 |
| Squarepoint Ops LLC | 11,613 | $25.6 萬 | 0.00% | −208−1.8% | 減碼 |
| Wedbush Securities Inc | 11,723 | $25.8 萬 | 0.01% | +11,723 | 新進 |
| Aigen Investment Management, LP | 11,822 | $26.1 萬 | 0.04% | +11,822 | 新進 |
| Wells Fargo & Company | 12,200 | $26.9 萬 | 0.00% | +4,320+54.8% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,628 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 12,695 | $28.0 萬 | 0.01% | +12,695 | 新進 |
| Grimes & Company, Inc. | 13,303 | $29.3 萬 | 0.01% | −5,296−28.5% | 減碼 |
| Aquatic Capital Management LLC | 13,329 | $29.4 萬 | 0.01% | −9,848−42.5% | 減碼 |
| US Bancorp | 13,756 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Caxton Associates LLP | 14,257 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 14,793 | $32.6 萬 | 0.01% | +2,895+24.3% | 加碼 |
| Dearborn Partners LLC | 15,787 | $34.8 萬 | 0.02% | −2,637−14.3% | 減碼 |
| Bard Associates Inc | 17,256 | $38.0 萬 | 0.12% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 17,874 | $39.4 萬 | 0.03% | +17,874 | 新進 |
| LBMC Investment Advisors, LLC | 18,250 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 18,272 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Vident Advisory, LLC | 19,087 | $42.1 萬 | 0.00% | +1,090+6.1% | 加碼 |
| Atom Investors LP | 19,751 | $43.5 萬 | 0.04% | +19,751 | 新進 |
| Catalyst Capital Advisors LLC | 20,000 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 20,497 | $45.2 萬 | 0.00% | +10,364+102.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 20,873 | $46.0 萬 | 0.03% | −489−2.3% | 減碼 |
| Susquehanna International Group, LLP | 21,139 | $46.6 萬 | 0.00% | −16,448−43.8% | 減碼 |
| Apollon Wealth Management, LLC | 23,797 | $52.4 萬 | 0.01% | +2,299+10.7% | 加碼 |
| Guggenheim Capital LLC | 24,606 | $54.2 萬 | 0.00% | +1,502+6.5% | 加碼 |
| Barclays PLC | 24,717 | $54.5 萬 | 0.00% | −128,753−83.9% | 減碼 |
| ExodusPoint Capital Management, LP | 24,975 | $55.0 萬 | 0.01% | −14,125−36.1% | 減碼 |
| DRW Securities, LLC | 24,985 | $55.1 萬 | 0.04% | +14,915+148.1% | 加碼 |
| Advisor Group Holdings, Inc. | 25,645 | $56.5 萬 | 0.00% | −610−2.3% | 減碼 |
| Samalin Investment Counsel, LLC | 25,864 | $57.0 萬 | 0.22% | +1,909+8.0% | 加碼 |
| Nebula Research & Development LLC | 25,907 | $57.1 萬 | 0.05% | +25,907 | 新進 |
| Autumn Glory Partners, LLC | 26,000 | $57.3 萬 | 0.27% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 26,960 | $59.4 萬 | 0.00% | +1,386+5.4% | 加碼 |
| Bank of America Corp | 28,036 | $61.8 萬 | 0.00% | −33,591−54.5% | 減碼 |
| Mariner, LLC | 28,314 | $62.4 萬 | 0.00% | +8,617+43.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,528 | $62.9 萬 | 0.00% | −3,953−12.2% | 減碼 |
| Verition Fund Management LLC | 31,500 | $69.4 萬 | 0.00% | −2,274−6.7% | 減碼 |
| Invesco Ltd. | 34,003 | $74.9 萬 | 0.00% | +6,094+21.8% | 加碼 |