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 189 家機構在 13F 申報持有，市值合計 $4.20 億；沒有大師持有。
2025 年第 4 季 13F 持有人
Capital Southwest Corp 在 2025/12/31 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
- 162
- 較 2025 年第 3 季 +1 家
- 持有股數
- 1,496 萬
- 較 2025 年第 3 季 −174.4 萬 (−10.4%)
- 總市值
- $3.57 億
- 較 2025 年第 3 季 −$3,722 萬 (−9.4%)
- 新進機構
- 26
- 另有 46 家加碼
- 清倉機構
- 25
- 另有 60 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 | $4.20 億 |
| 2026 年第 1 季 | 168 | $3.71 億 |
| 2025 年第 4 季 | 162 | $3.57 億 |
| 2025 年第 3 季 | 164 | $3.96 億 |
| 2025 年第 2 季 | 177 | $4.41 億 |
| 2025 年第 1 季 | 175 | $3.85 億 |
| 2024 年第 4 季 | 160 | $3.23 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,380,316 | $3,057 萬 | 0.03% | −76,830−5.3% | 減碼 |
| Union Bancaire Privee, UBP SA | 7,265 | $2,480 萬 | 0.29% | −2,084−22.3% | 減碼 |
| Two Sigma Advisers, LP | 1,062,917 | $2,354 萬 | 0.05% | +68,111+6.8% | 加碼 |
| Two Sigma Investments, LP | 1,049,382 | $2,324 萬 | 0.03% | +157,029+17.6% | 加碼 |
| Sound Income Strategies, LLC | 885,967 | $2,098 萬 | 0.99% | +129,181+17.1% | 加碼 |
| UBS Group AG | 817,148 | $1,810 萬 | 0.00% | +38,987+5.0% | 加碼 |
| Melia Wealth LLC | 502,988 | $1,114 萬 | 5.15% | +12,537+2.6% | 加碼 |
| Muzinich & Co., Inc. | 425,322 | $942.1 萬 | 2.96% | +152,057+55.6% | 加碼 |
| Cetera Investment Advisers | 424,631 | $940.6 萬 | 0.01% | +14,664+3.6% | 加碼 |
| BlackRock, Inc. | 422,257 | $935.3 萬 | 0.00% | −2,131−0.5% | 減碼 |
| Legal & General Group Plc | 389,580 | $863.9 萬 | 0.00% | +57,679+17.4% | 加碼 |
| Envestnet Asset Management Inc | 386,138 | $855.3 萬 | 0.00% | +21,236+5.8% | 加碼 |
| Columbus Macro, LLC | 345,520 | $765.3 萬 | 0.84% | +26,633+8.4% | 加碼 |
| Epiq Partners, LLC | 310,965 | $688.8 萬 | 3.21% | +15,536+5.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 284,778 | $630.8 萬 | 0.00% | +64,706+29.4% | 加碼 |
| Raymond James Financial Inc | 281,013 | $622.4 萬 | 0.00% | −21,840−7.2% | 減碼 |
| Franklin Resources Inc | 262,299 | $581.0 萬 | 0.00% | −48,931−15.7% | 減碼 |
| Morgan Stanley | 238,264 | $527.8 萬 | 0.00% | +4,521+1.9% | 加碼 |
| Goldman Sachs Group Inc | 229,086 | $507.4 萬 | 0.00% | −2,019−0.9% | 減碼 |
| Womack Financial LLC | 217,125 | $480.9 萬 | 3.55% | +10,771+5.2% | 加碼 |
| LPL Financial LLC | 214,780 | $475.7 萬 | 0.00% | +20,045+10.3% | 加碼 |
| First Manhattan Co | 206,002 | $456.3 萬 | 0.01% | −12,903−5.9% | 減碼 |
| Millennium Management LLC | 197,168 | $436.7 萬 | 0.00% | +67,116+51.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 195,018 | $432.0 萬 | 0.03% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 188,921 | $418.5 萬 | 0.01% | +188,921 | 新進 |
| Voloridge Investment Management, LLC | 169,858 | $376.2 萬 | 0.01% | −50,509−22.9% | 減碼 |
| Grace & White Inc | 164,697 | $364.8 萬 | 0.65% | −3,200−1.9% | 減碼 |
| Foundations Investment Advisors, LLC | 129,848 | $287.6 萬 | 0.04% | −536−0.4% | 減碼 |
| GraniteShares Advisors LLC | 122,472 | $271.3 萬 | 1.65% | +122,472 | 新進 |
| Closed-End Fund Advisors, Inc. | 113,731 | $251.9 萬 | 1.49% | +113,731 | 新進 |
| Hodges Capital Management Inc. | 108,462 | $240.2 萬 | 0.21% | +6,821+6.7% | 加碼 |
| Advisors Asset Management, Inc. | 103,463 | $229.2 萬 | 0.04% | −19,172−15.6% | 減碼 |
| Naviter Wealth, LLC | 99,245 | $219.8 萬 | 0.29% | −3,512−3.4% | 減碼 |
| Barclays PLC | 97,739 | $216.5 萬 | 0.00% | +97,739 | 新進 |
| Neuberger Berman Group LLC | 94,785 | $209.9 萬 | 0.00% | −10,907−10.3% | 減碼 |
| FJ Capital Management LLC | 92,685 | $205.3 萬 | 0.23% | +92,685 | 新進 |
| Commonwealth Equity Services, LLC | 92,347 | $204.5 萬 | 0.00% | −1,354−1.4% | 減碼 |
| First Dallas Securities Inc. | 89,911 | $199.2 萬 | 0.74% | +5,880+7.0% | 加碼 |
| Benjamin Edwards Inc | 89,709 | $198.7 萬 | 0.02% | +279+0.3% | 加碼 |
| Verition Fund Management LLC | 88,378 | $195.8 萬 | 0.01% | +55,416+168.1% | 加碼 |
| Confluence Investment Management LLC | 83,810 | $185.6 萬 | 0.03% | −2,855−3.3% | 減碼 |
| Royal Bank of Canada | 79,556 | $176.2 萬 | 0.00% | −44,270−35.8% | 減碼 |
| SMH Capital Advisors Inc | 78,404 | $173.7 萬 | 3.53% | +1,895+2.5% | 加碼 |
| Jane Street Group, LLC | 77,937 | $172.6 萬 | 0.00% | +60,898+357.4% | 加碼 |
| Sovereign's Capital Management, LLC | 76,522 | $169.5 萬 | 1.03% | 00.0% | 不變 |
| Denali Advisors LLC | 76,284 | $169.0 萬 | 0.19% | −11,522−13.1% | 減碼 |
| Great West Life Assurance Co | 71,781 | $159.1 萬 | 0.00% | +2,837+4.1% | 加碼 |
| National Asset Management, Inc. | 69,675 | $154.3 萬 | 0.07% | −20,837−23.0% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 66,218 | $146.7 萬 | 0.31% | +7,579+12.9% | 加碼 |
| Atom Investors LP | 65,809 | $145.8 萬 | 0.12% | +65,809 | 新進 |
| HRT Financial LP | 63,145 | $139.8 萬 | 0.00% | −195,825−75.6% | 減碼 |
| State Street Corp | 62,507 | $138.5 萬 | 0.00% | +11,909+23.5% | 加碼 |
| Moerus Capital Management LLC | 61,698 | $136.7 萬 | 0.59% | −12,285−16.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 57,913 | $128.3 萬 | 0.04% | −3,254−5.3% | 減碼 |
| Cozad Asset Management Inc | 52,380 | $116.0 萬 | 0.09% | +2,704+5.4% | 加碼 |
| Change Path, LLC | 50,840 | $112.6 萬 | 0.03% | −46,193−47.6% | 減碼 |
| Bank of America Corp | 50,458 | $111.8 萬 | 0.00% | +25,396+101.3% | 加碼 |
| Catalyst Capital Advisors LLC | 49,000 | $108.5 萬 | 0.02% | +29,000+145.0% | 加碼 |
| Northern Trust Corp | 47,217 | $104.6 萬 | 0.00% | −3,026−6.0% | 減碼 |
| Zuckerman Investment Group, LLC | 44,930 | $99.5 萬 | 0.09% | −370,506−89.2% | 減碼 |
| Kestra Advisory Services, LLC | 44,378 | $98.3 萬 | 0.00% | −2,161−4.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 40,835 | $90.4 萬 | 0.05% | −2,248−5.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 39,441 | $87.0 萬 | 0.12% | +39,441 | 新進 |
| Caldwell Sutter Capital, Inc. | 38,084 | $84.4 萬 | 0.36% | −2,968−7.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 38,079 | $84.3 萬 | 0.00% | +4,317+12.8% | 加碼 |
| Aquatic Capital Management LLC | 35,950 | $79.6 萬 | 0.02% | +2,209+6.5% | 加碼 |
| Sunbelt Securities, Inc. | 35,500 | $78.6 萬 | 0.05% | −9,600−21.3% | 減碼 |
| Invesco Ltd. | 34,576 | $76.6 萬 | 0.00% | −2,216−6.0% | 減碼 |
| Virtus Investment Advisers, Inc. | 32,682 | $72.4 萬 | 0.20% | −7,479−18.6% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 28,910 | $64.0 萬 | 0.10% | −10,814−27.2% | 減碼 |
| Samalin Investment Counsel, LLC | 28,343 | $62.8 萬 | 0.22% | +2,157+8.2% | 加碼 |
| Advisor Group Holdings, Inc. | 28,190 | $62.4 萬 | 0.00% | −4,062−12.6% | 減碼 |
| Simplex Trading, LLC | 27,754 | $61.5 萬 | 0.02% | +12,177+78.2% | 加碼 |
| Guggenheim Capital LLC | 27,461 | $60.8 萬 | 0.00% | +1,914+7.5% | 加碼 |
| Caxton Associates LLP | 26,267 | $58.2 萬 | 0.01% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 24,668 | $54.6 萬 | 0.01% | +117+0.5% | 加碼 |
| Belpointe Asset Management LLC | 23,582 | $52.2 萬 | 0.02% | +23,582 | 新進 |
| Gsa Capital Partners LLP | 22,564 | $50.0 萬 | 0.04% | −5,745−20.3% | 減碼 |
| Trexquant Investment LP | 22,122 | $49.0 萬 | 0.00% | −199,567−90.0% | 減碼 |
| Brevan Howard Capital Management LP | 21,314 | $47.2 萬 | 0.01% | +8,222+62.8% | 加碼 |
| Fund Advisors of America Inc | 20,620 | $45.7 萬 | 0.42% | +20,620 | 新進 |
| Ameriprise Financial Inc | 20,106 | $44.5 萬 | 0.00% | +20,106 | 新進 |
| Mariner, LLC | 20,056 | $44.4 萬 | 0.00% | −10,779−35.0% | 減碼 |
| Dearborn Partners LLC | 19,999 | $44.3 萬 | 0.02% | +864+4.5% | 加碼 |
| Vantage Financial Partners, LLC | 19,918 | $44.1 萬 | 0.09% | 00.0% | 不變 |
| Quantbot Technologies LP | 19,278 | $42.7 萬 | 0.01% | −44,038−69.6% | 減碼 |
| JPMorgan Chase & Co | 18,518 | $41.0 萬 | 0.00% | −6,791−26.8% | 減碼 |
| Monticello Wealth Management, LLC | 18,272 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 18,250 | $40.4 萬 | 0.02% | 00.0% | 不變 |
| Wedbush Securities Inc | 16,378 | $36.3 萬 | 0.01% | +3,335+25.6% | 加碼 |
| Point72 Asset Management, L.P. | 13,784 | $30.5 萬 | 0.00% | −56,116−80.3% | 減碼 |
| US Bancorp | 13,700 | $30.3 萬 | 0.00% | −56−0.4% | 減碼 |
| Balyasny Asset Management LLC | 13,410 | $29.7 萬 | 0.00% | −14,433−51.8% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,758 | $28.3 萬 | 0.02% | 00.0% | 不變 |
| Accel Wealth Management | 12,495 | $27.7 萬 | 0.08% | +12,495 | 新進 |
| SageGuard Financial Group, LLC | 12,113 | $26.8 萬 | 0.04% | +12,113 | 新進 |
| Catalina Capital Group, LLC | 11,897 | $26.4 萬 | 0.16% | +11,897 | 新進 |
| CWM, LLC | 11,767 | $26.1 萬 | 0.00% | +115+1.0% | 加碼 |
| Vident Advisory, LLC | 11,719 | $26.0 萬 | 0.00% | −4,118−26.0% | 減碼 |
| Global Retirement Partners, LLC | 11,587 | $25.7 萬 | 0.00% | −773−6.3% | 減碼 |