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 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
- 164
- 較 2025 年第 2 季 −10 家
- 持有股數
- 1,673 萬
- 較 2025 年第 2 季 −109.0 萬 (−6.1%)
- 總市值
- $3.64 億
- 較 2025 年第 2 季 −$2,850 萬 (−7.3%)
- 新進機構
- 23
- 另有 70 家加碼
- 清倉機構
- 33
- 另有 42 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 | 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 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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $22 | 0.00% | +1 | 新進 |
| Huntington National Bank | 2 | $44 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 3 | $66 | 0.00% | +3 | 新進 |
| DHJJ Financial Advisors, Ltd. | 5 | $110 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 22 | $679 | 0.00% | −8−26.7% | 減碼 |
| Delta Asset Management LLC | 70 | $1,530 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 133 | $2,907 | 0.00% | +114+600.0% | 加碼 |
| First Horizon Corp | 200 | $4,372 | 0.00% | +200 | 新進 |
| JFS Wealth Advisors, LLC | 200 | $4,372 | 0.00% | +200 | 新進 |
| Rockefeller Capital Management L.P. | 225 | $4,919 | 0.00% | +225 | 新進 |
| LRI Investments, LLC | 250 | $5,465 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 300 | $6,558 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 320 | $6,995 | 0.00% | +320 | 新進 |
| Dunhill Financial, LLC | 400 | $8,744 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 462 | $1.01 萬 | 0.00% | +462 | 新進 |
| Nisa Investment Advisors, LLC | 500 | $1.09 萬 | 0.00% | −3,000−85.7% | 減碼 |
| Hager Investment Management Services, LLC | 500 | $1.09 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 600 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 600 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 650 | $1.42 萬 | 0.01% | +650 | 新進 |
| HHM Wealth Advisors, LLC | 700 | $1.53 萬 | 0.00% | +200+40.0% | 加碼 |
| Larson Financial Group LLC | 1,000 | $2.19 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,025 | $2.24 萬 | 0.00% | 00.0% | 不變 |
| Promus Capital, LLC | 1,384 | $3.03 萬 | 0.02% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 1,418 | $3.10 萬 | 0.00% | +1,418 | 新進 |
| CIBC Private Wealth Group, LLC | 1,551 | $3.39 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,566 | $3.42 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,930 | $4.22 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 2,135 | $4.67 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,136 | $4.67 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 2,237 | $4.80 萬 | 0.00% | +2,237 | 新進 |
| Cubist Systematic Strategies, LLC | 2,312 | $5.05 萬 | 0.00% | −104,889−97.8% | 減碼 |
| Signaturefd, LLC | 2,483 | $5.43 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,648 | $5.79 萬 | 0.00% | −500−15.9% | 減碼 |
| Capital Analysts, LLC | 2,754 | $6.00 萬 | 0.00% | +69+2.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,055 | $6.68 萬 | 0.00% | +268+9.6% | 加碼 |
| Chilton Capital Management LLC | 3,500 | $7.65 萬 | 0.00% | +3,500 | 新進 |
| MAI Capital Management | 3,524 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,080 | $8.92 萬 | 0.00% | +80+2.0% | 加碼 |
| Parallel Advisors, LLC | 4,185 | $9.15 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 4,300 | $9.40 萬 | 0.01% | −700−14.0% | 減碼 |
| Allworth Financial LP | 4,626 | $10.1 萬 | 0.00% | +26+0.6% | 加碼 |
| Rialto Wealth Management, LLC | 4,809 | $10.5 萬 | 0.03% | 00.0% | 不變 |
| Group One Trading, L.P. | 5,163 | $11.3 萬 | 0.00% | +5,163 | 新進 |
| Farther Finance Advisors, LLC | 5,275 | $11.5 萬 | 0.00% | +1,577+42.6% | 加碼 |
| VPR Management LLC | 5,500 | $12.0 萬 | 0.05% | +3,000+120.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,763 | $12.6 萬 | 0.00% | +5,763 | 新進 |
| Leonteq Securities AG | 6,000 | $13.1 萬 | 0.01% | +500+9.1% | 加碼 |
| Wells Fargo & Company | 7,006 | $15.3 萬 | 0.00% | −5,194−42.6% | 減碼 |
| Hollencrest Capital Management | 7,237 | $15.8 萬 | 0.01% | +182+2.6% | 加碼 |
| Argent Trust Co | 9,294 | $20.3 萬 | 0.01% | −114,054−92.5% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 9,678 | $21.2 萬 | 0.12% | +9,678 | 新進 |
| Centiva Capital, LP | 10,358 | $22.6 萬 | 0.02% | +10,358 | 新進 |
| HighTower Advisors, LLC | 10,575 | $23.1 萬 | 0.00% | +385+3.8% | 加碼 |
| Quadrature Capital Ltd | 10,605 | $23.2 萬 | 0.00% | +10,605 | 新進 |
| Colony Group, LLC | 10,772 | $23.5 萬 | 0.00% | +1,500+16.2% | 加碼 |
| XTX Topco Ltd | 10,798 | $23.6 萬 | 0.01% | +10,798 | 新進 |
| Virtu Financial LLC | 11,154 | $24.4 萬 | 0.01% | +11,154 | 新進 |
| Geode Capital Management, LLC | 11,251 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $25.2 萬 | 0.12% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,589 | $25.3 萬 | 0.00% | +1,680+17.0% | 加碼 |
| CWM, LLC | 11,652 | $25.5 萬 | 0.00% | +8,722+297.7% | 加碼 |
| Global Retirement Partners, LLC | 12,360 | $27.0 萬 | 0.01% | −335−2.6% | 減碼 |
| Bard Associates Inc | 12,373 | $27.0 萬 | 0.07% | −4,883−28.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 12,513 | $27.4 萬 | 0.02% | −8,360−40.1% | 減碼 |
| Grimes & Company, Inc. | 12,633 | $27.6 萬 | 0.01% | −670−5.0% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,758 | $27.9 萬 | 0.02% | +130+1.0% | 加碼 |
| Jump Financial, LLC | 12,890 | $28.2 萬 | 0.00% | −27,689−68.2% | 減碼 |
| Wedbush Securities Inc | 13,043 | $28.5 萬 | 0.01% | +1,320+11.3% | 加碼 |
| Brevan Howard Capital Management LP | 13,092 | $28.6 萬 | 0.00% | −41,411−76.0% | 減碼 |
| Sciencast Management LP | 13,192 | $28.8 萬 | 0.05% | +13,192 | 新進 |
| CI Private Wealth, LLC | 13,352 | $29.2 萬 | 0.00% | +13,352 | 新進 |
| US Bancorp | 13,756 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 15,577 | $34.0 萬 | 0.01% | +784+5.3% | 加碼 |
| Vident Advisory, LLC | 15,837 | $34.6 萬 | 0.00% | −3,250−17.0% | 減碼 |
| Jane Street Group, LLC | 17,039 | $37.2 萬 | 0.00% | −3,458−16.9% | 減碼 |
| LBMC Investment Advisors, LLC | 18,250 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 18,272 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Dearborn Partners LLC | 19,135 | $41.8 萬 | 0.02% | +3,348+21.2% | 加碼 |
| FCG Investment Co | 19,314 | $42.2 萬 | 0.20% | +19,314 | 新進 |
| Vantage Financial Partners, LLC | 19,918 | $43.5 萬 | 0.09% | +19,918 | 新進 |
| Catalyst Capital Advisors LLC | 20,000 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 24,551 | $53.7 萬 | 0.01% | +754+3.2% | 加碼 |
| Bank of America Corp | 25,062 | $54.8 萬 | 0.00% | −2,974−10.6% | 減碼 |
| JPMorgan Chase & Co | 25,309 | $55.3 萬 | 0.00% | +16,886+200.5% | 加碼 |
| Guggenheim Capital LLC | 25,547 | $55.8 萬 | 0.00% | +941+3.8% | 加碼 |
| Samalin Investment Counsel, LLC | 26,186 | $57.2 萬 | 0.20% | +322+1.2% | 加碼 |
| Caxton Associates LLP | 26,267 | $57.4 萬 | 0.02% | +12,010+84.2% | 加碼 |
| Balyasny Asset Management LLC | 27,843 | $60.9 萬 | 0.00% | −518,437−94.9% | 減碼 |
| Gsa Capital Partners LLP | 28,309 | $61.9 萬 | 0.05% | +10,435+58.4% | 加碼 |
| Mariner, LLC | 30,835 | $67.4 萬 | 0.00% | +2,521+8.9% | 加碼 |
| Verition Fund Management LLC | 32,962 | $72.1 萬 | 0.00% | +1,462+4.6% | 加碼 |
| Advisor Group Holdings, Inc. | 32,252 | $73.2 萬 | 0.00% | +6,607+25.8% | 加碼 |
| Aquatic Capital Management LLC | 33,741 | $73.8 萬 | 0.01% | +20,412+153.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 33,762 | $73.8 萬 | 0.00% | +5,234+18.3% | 加碼 |
| Invesco Ltd. | 36,792 | $80.4 萬 | 0.00% | +2,789+8.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 38,439 | $84.0 萬 | 0.13% | +35,263+1,110.3% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 39,724 | $86.8 萬 | 0.14% | −3,234−7.5% | 減碼 |
| Virtus Investment Advisers, Inc. | 40,161 | $87.8 萬 | 0.25% | −903−2.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 41,052 | $89.7 萬 | 0.38% | 00.0% | 不變 |