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 3 季 13F 持有人
Capital Southwest Corp 在 2025/9/30 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
- 188
- 較 2025 年第 2 季 −9 家
- 持有股數
- 4,256 萬
- 較 2025 年第 2 季 −1,511 萬 (−26.2%)
- 總市值
- $6.05 億
- 較 2025 年第 2 季 −$4,202 萬 (−6.5%)
- 新進機構
- 25
- 另有 70 家加碼
- 清倉機構
- 34
- 另有 46 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,457,146 | $3,185 萬 | 0.03% | +109,846+8.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 9,349 | $3,123 萬 | 0.44% | −5,000−34.8% | 減碼 |
| Sanders Morris Harris LLC | 1,368,607 | $2,992 萬 | 3.95% | −21,732−1.6% | 減碼 |
| Two Sigma Investments, LP | 892,353 | $2,936 萬 | 0.05% | +131,132+17.2% | 加碼 |
| Two Sigma Advisers, LP | 994,806 | $2,175 萬 | 0.04% | +11,306+1.1% | 加碼 |
| Foursixthree Capital LP | – | $2,139 萬 | 7.51% | – | – |
| Context Capital Management, LLC | – | $1,954 萬 | 0.60% | – | – |
| Wellesley Asset Management | – | $1,819 萬 | 1.82% | – | – |
| UBS Group AG | 778,161 | $1,701 萬 | 0.00% | −4,899−0.6% | 減碼 |
| Sound Income Strategies, LLC | 756,786 | $1,507 萬 | 0.82% | +54,585+7.8% | 加碼 |
| Advent Capital Management | – | $1,494 萬 | 0.34% | – | – |
| Wolverine Asset Management LLC | – | $1,480 萬 | 0.22% | – | – |
| Millennium Management LLC | 130,052 | $1,441 萬 | 0.01% | −396,682−75.3% | 減碼 |
| SMH Capital Advisors Inc | 12,362,509 | $1,344 萬 | 27.42% | −493,706−3.8% | 減碼 |
| Victory Capital Management Inc | – | $1,315 萬 | 0.01% | – | – |
| Jump Financial, LLC | 12,890 | $1,161 萬 | 0.15% | −27,689−68.2% | 減碼 |
| Melia Wealth LLC | 490,451 | $1,072 萬 | 4.69% | +25,478+5.5% | 加碼 |
| Saba Capital Management, L.P. | – | $989.4 萬 | 0.33% | – | – |
| Income Research & Management | 9,757,000 | $961.1 萬 | 4.70% | +515,000+5.6% | 加碼 |
| BlackRock, Inc. | 424,388 | $927.7 萬 | 0.00% | +103,668+32.3% | 加碼 |
| Zuckerman Investment Group, LLC | 415,436 | $908.1 萬 | 0.84% | −44,939−9.8% | 減碼 |
| Cetera Investment Advisers | 425,967 | $897.8 萬 | 0.01% | +64,245+17.8% | 加碼 |
| Kim, LLC | – | $891.0 萬 | 1.00% | – | – |
| Envestnet Asset Management Inc | 398,902 | $801.0 萬 | 0.00% | +40,184+11.2% | 加碼 |
| Legal & General Group Plc | 331,901 | $724.7 萬 | 0.00% | −845−0.3% | 減碼 |
| Columbus Macro, LLC | 318,887 | $697.1 萬 | 0.79% | +28,183+9.7% | 加碼 |
| Franklin Resources Inc | 311,230 | $680.3 萬 | 0.00% | +20,468+7.0% | 加碼 |
| Raymond James Financial Inc | 302,853 | $662.0 萬 | 0.00% | +16,256+5.7% | 加碼 |
| Epiq Partners, LLC | 295,429 | $645.8 萬 | 3.05% | +28,629+10.7% | 加碼 |
| Weiss Asset Management LP | – | $640.2 萬 | 0.09% | – | – |
| Muzinich & Co., Inc. | 273,265 | $597.4 萬 | 2.32% | +47,475+21.0% | 加碼 |
| HRT Financial LP | 258,970 | $566.1 萬 | 0.02% | +16,890+7.0% | 加碼 |
| Marshall Wace, LLP | 252,245 | $551.4 萬 | 0.01% | +105,083+71.4% | 加碼 |
| Morgan Stanley | 233,743 | $511.0 萬 | 0.00% | +6,347+2.8% | 加碼 |
| Schroder Investment Management Group | – | $505.5 萬 | 0.00% | – | 新進 |
| Goldman Sachs Group Inc | 231,105 | $505.2 萬 | 0.00% | +18,324+8.6% | 加碼 |
| Trexquant Investment LP | 221,689 | $484.6 萬 | 0.05% | +175,059+375.4% | 加碼 |
| Voloridge Investment Management, LLC | 220,367 | $481.7 萬 | 0.02% | +139,726+173.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 220,072 | $481.1 萬 | 0.00% | +47,475+27.5% | 加碼 |
| First Manhattan Co | 218,905 | $478.5 萬 | 0.01% | −40,081−15.5% | 減碼 |
| Citadel Advisors LLC | 207,150 | $452.8 萬 | 0.00% | −202,091−49.4% | 減碼 |
| Womack Financial LLC | 206,354 | $451.1 萬 | 3.42% | +7,031+3.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 195,018 | $426.3 萬 | 0.04% | −31,194−13.8% | 減碼 |
| LPL Financial LLC | 194,735 | $425.7 萬 | 0.00% | −10,905−5.3% | 減碼 |
| Palisade Capital Management LLC | – | $397.5 萬 | 0.11% | – | – |
| Grace & White Inc | 167,897 | $367.0 萬 | 0.65% | −6,700−3.8% | 減碼 |
| Laffer Tengler Investments | – | $349.5 萬 | 0.55% | – | – |
| Walleye Capital LLC | – | $297.0 萬 | 0.02% | – | – |
| Foundations Investment Advisors, LLC | 130,384 | $285.0 萬 | 0.04% | +12,188+10.3% | 加碼 |
| Royal Bank of Canada | 123,826 | $270.7 萬 | 0.00% | −174,284−58.5% | 減碼 |
| Advisors Asset Management, Inc. | 122,635 | $268.1 萬 | 0.05% | +10,124+9.0% | 加碼 |
| Fort Baker Capital Management LP | 2,630,000 | $263.4 萬 | 0.43% | 00.0% | 不變 |
| Ssi Investment Management LLC | – | $246.3 萬 | 0.17% | – | – |
| Neuberger Berman Group LLC | 105,692 | $231.0 萬 | 0.00% | +105,692 | 新進 |
| Naviter Wealth, LLC | 102,757 | $224.6 萬 | 0.26% | +2,652+2.6% | 加碼 |
| Hodges Capital Management Inc. | 101,641 | $222.2 萬 | 0.19% | −4,404−4.2% | 減碼 |
| Change Path, LLC | 97,033 | $212.1 萬 | 0.05% | −1,841−1.9% | 減碼 |
| Commonwealth Equity Services, LLC | 93,701 | $204.8 萬 | 0.00% | +13,913+17.4% | 加碼 |
| Capstone Investment Advisors, LLC | – | $198.0 萬 | 0.02% | – | – |
| National Asset Management, Inc. | 90,512 | $197.9 萬 | 0.10% | −1,651−1.8% | 減碼 |
| Benjamin Edwards Inc | 89,430 | $195.5 萬 | 0.02% | +1,665+1.9% | 加碼 |
| Engineers Gate Manager LP | 88,930 | $194.4 萬 | 0.02% | +47,551+114.9% | 加碼 |
| Denali Advisors LLC | 87,806 | $191.9 萬 | 0.22% | −26,044−22.9% | 減碼 |
| Confluence Investment Management LLC | 86,665 | $189.4 萬 | 0.03% | −15,442−15.1% | 減碼 |
| First Dallas Securities Inc. | 84,031 | $183.7 萬 | 0.69% | +6,929+9.0% | 加碼 |
| Sovereign's Capital Management, LLC | 76,522 | $167.3 萬 | 0.91% | −526−0.7% | 減碼 |
| Amtrust Financial Services, Inc. | – | $166.6 萬 | 0.55% | – | – |
| Moerus Capital Management LLC | 73,983 | $161.7 萬 | 0.66% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 69,900 | $152.8 萬 | 0.00% | −8,908−11.3% | 減碼 |
| Great West Life Assurance Co | 68,944 | $151.2 萬 | 0.00% | +17,926+35.1% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 68,256 | $149.2 萬 | 0.29% | +11,861+21.0% | 加碼 |
| Redmont Wealth Advisors LLC | 67,876 | $148.4 萬 | 2.07% | +110.0% | 加碼 |
| Quantbot Technologies LP | 63,316 | $138.4 萬 | 0.04% | −12,230−16.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 61,167 | $133.7 萬 | 0.05% | −18,344−23.1% | 減碼 |
| Catalyst Capital Advisors LLC | 907,000 | $131.5 萬 | 0.03% | −500,000−35.5% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 58,639 | $128.2 萬 | 0.28% | −385−0.7% | 減碼 |
| JPMorgan Chase & Co | 50,618 | $110.7 萬 | 0.00% | +42,195+500.9% | 加碼 |
| State Street Corp | 50,598 | $110.6 萬 | 0.00% | +1,374+2.8% | 加碼 |
| Northern Trust Corp | 50,243 | $109.8 萬 | 0.00% | +4,553+10.0% | 加碼 |
| Cozad Asset Management Inc | 49,676 | $108.6 萬 | 0.09% | +515+1.0% | 加碼 |
| Thrivent Financial for Lutherans | – | $105.6 萬 | 0.00% | – | – |
| Kestra Advisory Services, LLC | 46,539 | $101.7 萬 | 0.00% | +683+1.5% | 加碼 |
| DRW Securities, LLC | 46,161 | $101.1 萬 | 0.05% | +21,176+84.8% | 加碼 |
| Sunbelt Securities, Inc. | 45,100 | $98.6 萬 | 0.07% | +7,871+21.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 43,083 | $94.2 萬 | 0.05% | +78+0.2% | 加碼 |
| Jefferies Financial Group Inc. | – | $94.0 萬 | 0.01% | – | 新進 |
| Qube Research & Technologies Ltd | 42,372 | $92.6 萬 | 0.00% | −21,102−33.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 41,052 | $89.7 萬 | 0.38% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 40,161 | $87.8 萬 | 0.25% | −903−2.2% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 39,724 | $86.8 萬 | 0.14% | −3,234−7.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 38,439 | $84.0 萬 | 0.13% | +35,263+1,110.3% | 加碼 |
| Invesco Ltd. | 36,792 | $80.4 萬 | 0.00% | +2,789+8.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 33,762 | $73.8 萬 | 0.00% | +5,234+18.3% | 加碼 |
| Aquatic Capital Management LLC | 33,741 | $73.8 萬 | 0.01% | +20,412+153.1% | 加碼 |
| Advisor Group Holdings, Inc. | 32,252 | $73.2 萬 | 0.00% | +6,607+25.8% | 加碼 |
| Verition Fund Management LLC | 32,962 | $72.1 萬 | 0.00% | +1,462+4.6% | 加碼 |
| Mariner, LLC | 30,835 | $67.4 萬 | 0.00% | +2,521+8.9% | 加碼 |
| SG Americas Securities, LLC | – | $65.4 萬 | 0.00% | – | 新進 |
| Gsa Capital Partners LLP | 28,309 | $61.9 萬 | 0.05% | +10,435+58.4% | 加碼 |
| Balyasny Asset Management LLC | 27,843 | $60.9 萬 | 0.00% | −518,437−94.9% | 減碼 |