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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 34,900 | $76.9 萬 | 0.01% | +34,900 | 新進 |
| FJ Capital Management LLC | 35,067 | $77.3 萬 | 0.08% | −5,014−12.5% | 減碼 |
| Tudor Investment Corp Et Al | 35,219 | $77.6 萬 | 0.01% | +35,219 | 新進 |
| Sunbelt Securities, Inc. | 37,229 | $81.2 萬 | 0.07% | −2,000−5.1% | 減碼 |
| Jump Financial, LLC | 40,579 | $89.4 萬 | 0.01% | +40,579 | 新進 |
| Caldwell Sutter Capital, Inc. | 41,052 | $90.5 萬 | 0.41% | −676−1.6% | 減碼 |
| Virtus Investment Advisers, Inc. | 41,064 | $90.5 萬 | 0.31% | −3,100−7.0% | 減碼 |
| Engineers Gate Manager LP | 41,379 | $91.2 萬 | 0.01% | +21,792+111.3% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 42,958 | $94.7 萬 | 0.15% | −774−1.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 43,005 | $94.8 萬 | 0.06% | +686+1.6% | 加碼 |
| SMH Capital Advisors Inc | 45,215 | $99.7 萬 | 2.26% | −766−1.7% | 減碼 |
| Northern Trust Corp | 45,690 | $100.7 萬 | 0.00% | +33,858+286.2% | 加碼 |
| Kestra Advisory Services, LLC | 45,856 | $101.1 萬 | 0.00% | −1,032−2.2% | 減碼 |
| Trexquant Investment LP | 46,630 | $102.8 萬 | 0.01% | +46,630 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 48,215 | $106.3 萬 | 0.03% | +48,215 | 新進 |
| Cozad Asset Management Inc | 49,161 | $108.4 萬 | 0.09% | +2,010+4.3% | 加碼 |
| State Street Corp | 49,224 | $108.5 萬 | 0.00% | +34,889+243.4% | 加碼 |
| Great West Life Assurance Co | 51,018 | $112.7 萬 | 0.00% | +2,771+5.7% | 加碼 |
| Brevan Howard Capital Management LP | 54,503 | $120.1 萬 | 0.01% | +54,503 | 新進 |
| Prevail Innovative Wealth Advisors, LLC | 56,395 | $124.3 萬 | 0.28% | +56,395 | 新進 |
| Legacy Capital Wealth Partners, LLC | 59,024 | $130.1 萬 | 0.30% | −1,214−2.0% | 減碼 |
| Qube Research & Technologies Ltd | 63,474 | $139.9 萬 | 0.00% | −173,292−73.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 66,243 | $146.0 萬 | 0.01% | −51,300−43.6% | 減碼 |
| Redmont Wealth Advisors LLC | 67,865 | $149.6 萬 | 2.19% | +14,242+26.6% | 加碼 |
| Ameriprise Financial Inc | 69,501 | $153.2 萬 | 0.00% | −21,150−23.3% | 減碼 |
| Moerus Capital Management LLC | 73,983 | $163.1 萬 | 0.70% | 00.0% | 不變 |
| Quantbot Technologies LP | 75,546 | $166.5 萬 | 0.04% | +13,993+22.7% | 加碼 |
| Sovereign's Capital Management, LLC | 77,048 | $169.8 萬 | 0.91% | +6,678+9.5% | 加碼 |
| First Dallas Securities Inc. | 77,102 | $169.9 萬 | 0.67% | +5,177+7.2% | 加碼 |
| Point72 Asset Management, L.P. | 78,808 | $173.7 萬 | 0.00% | +78,808 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 79,511 | $175.2 萬 | 0.07% | −49,762−38.5% | 減碼 |
| Commonwealth Equity Services, LLC | 79,788 | $175.9 萬 | 0.00% | +2,248+2.9% | 加碼 |
| Voloridge Investment Management, LLC | 80,641 | $177.7 萬 | 0.01% | +14,917+22.7% | 加碼 |
| Benjamin Edwards Inc | 87,765 | $193.4 萬 | 0.02% | +2,985+3.5% | 加碼 |
| National Asset Management, Inc. | 92,163 | $203.1 萬 | 0.10% | −221−0.2% | 減碼 |
| Change Path, LLC | 98,874 | $217.9 萬 | 0.06% | +6,855+7.4% | 加碼 |
| Naviter Wealth, LLC | 100,105 | $220.6 萬 | 0.27% | +18,352+22.4% | 加碼 |
| Confluence Investment Management LLC | 102,107 | $225.0 萬 | 0.03% | +585+0.6% | 加碼 |
| Hodges Capital Management Inc. | 106,045 | $233.7 萬 | 0.22% | +14,285+15.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 107,201 | $236.3 萬 | 0.03% | +53,186+98.5% | 加碼 |
| Advisors Asset Management, Inc. | 112,511 | $248.0 萬 | 0.04% | −36,054−24.3% | 減碼 |
| Denali Advisors LLC | 113,850 | $250.9 萬 | 0.26% | −2,554−2.2% | 減碼 |
| Foundations Investment Advisors, LLC | 118,196 | $260.5 萬 | 0.04% | +11,525+10.8% | 加碼 |
| Argent Trust Co | 123,348 | $271.9 萬 | 0.10% | +42,532+52.6% | 加碼 |
| Marshall Wace, LLP | 147,162 | $324.3 萬 | 0.00% | −101,586−40.8% | 減碼 |
| Royal Bank of Canada | 149,055 | $328.5 萬 | 0.00% | +79,916+115.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 172,597 | $380.4 萬 | 0.00% | +38,419+28.6% | 加碼 |
| Grace & White Inc | 174,597 | $384.8 萬 | 0.70% | −2,000−1.1% | 減碼 |
| Womack Financial LLC | 199,323 | $439.3 萬 | 3.66% | +10,110+5.3% | 加碼 |
| LPL Financial LLC | 205,640 | $453.2 萬 | 0.00% | +7,962+4.0% | 加碼 |
| Goldman Sachs Group Inc | 212,781 | $469.0 萬 | 0.00% | −44,891−17.4% | 減碼 |
| Muzinich & Co., Inc. | 225,790 | $497.6 萬 | 2.27% | +88,419+64.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 226,212 | $498.6 萬 | 0.05% | −188,277−45.4% | 減碼 |
| Morgan Stanley | 227,396 | $501.2 萬 | 0.00% | +67,598+42.3% | 加碼 |
| HRT Financial LP | 242,080 | $533.5 萬 | 0.02% | +154,384+176.0% | 加碼 |
| First Manhattan Co | 258,986 | $570.8 萬 | 0.02% | −28,150−9.8% | 減碼 |
| Epiq Partners, LLC | 266,800 | $588.0 萬 | 3.00% | +11,400+4.5% | 加碼 |
| Raymond James Financial Inc | 286,597 | $631.7 萬 | 0.00% | −14,003−4.7% | 減碼 |
| Columbus Macro, LLC | 290,704 | $640.7 萬 | 0.79% | +290,704 | 新進 |
| Franklin Resources Inc | 290,762 | $640.8 萬 | 0.00% | −7,861−2.6% | 減碼 |
| BlackRock, Inc. | 320,720 | $706.9 萬 | 0.00% | +58,889+22.5% | 加碼 |
| Legal & General Group Plc | 332,746 | $733.4 萬 | 0.00% | +14,573+4.6% | 加碼 |
| Envestnet Asset Management Inc | 335,718 | $739.9 萬 | 0.00% | +290,335+639.7% | 加碼 |
| Cetera Investment Advisers | 361,722 | $797.2 萬 | 0.01% | +289,778+402.8% | 加碼 |
| Citadel Advisors LLC | 409,241 | $902.0 萬 | 0.01% | +75,824+22.7% | 加碼 |
| Zuckerman Investment Group, LLC | 460,375 | $1,015 萬 | 0.98% | +33,355+7.8% | 加碼 |
| Melia Wealth LLC | 464,973 | $1,025 萬 | 4.91% | +42,665+10.1% | 加碼 |
| Tectonic Advisors LLC | 521,686 | $1,150 萬 | 0.67% | +81,213+18.4% | 加碼 |
| Millennium Management LLC | 526,734 | $1,161 萬 | 0.01% | +37,742+7.7% | 加碼 |
| Balyasny Asset Management LLC | 546,280 | $1,204 萬 | 0.03% | −256,856−32.0% | 減碼 |
| Sound Income Strategies, LLC | 702,201 | $1,548 萬 | 0.89% | +86,185+14.0% | 加碼 |
| Two Sigma Investments, LP | 761,221 | $1,678 萬 | 0.03% | −37,279−4.7% | 減碼 |
| UBS Group AG | 783,060 | $1,726 萬 | 0.00% | +486,183+163.8% | 加碼 |
| Two Sigma Advisers, LP | 983,500 | $2,168 萬 | 0.04% | −31,400−3.1% | 減碼 |
| Van Eck Associates Corp | 1,347,300 | $2,970 萬 | 0.03% | +180,368+15.5% | 加碼 |
| Sanders Morris Harris LLC | 1,390,339 | $3,064 萬 | 7.32% | −42,725−3.0% | 減碼 |
| Union Bancaire Privee, UBP SA | 14,349 | – | – | +694+5.1% | 加碼 |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −686,513−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −403,826−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −56,305−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −38,238−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −27,810−100.0% | 清倉 |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −21,867−100.0% | 清倉 |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −16,133−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,015−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −14,943−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −13,240−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,696−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,603−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −11,392−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,957−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −9,912−100.0% | 清倉 |
| TCFG Wealth Management, LLC | 0 | $0 | 0.00% | −9,800−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −9,750−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,339−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −9,264−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −2,994−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,496−100.0% | 清倉 |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,462−100.0% | 清倉 |