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 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
- $3.33 億
- 較 2025 年第 3 季 −$3,080 萬 (−8.5%)
- 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 | $4.12 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 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $44 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 3 | $66 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 5 | $111 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 22 | $707 | 0.00% | 00.0% | 不變 |
| Weiss Asset Management LP | 44 | $975 | 0.00% | +44 | 新進 |
| Delta Asset Management LLC | 70 | $1,551 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 82 | $1,816 | 0.00% | +82 | 新進 |
| CX Institutional | 100 | $2,000 | 0.00% | +100 | 新進 |
| Caitong International Asset Management Co., Ltd | 97 | $2,149 | 0.00% | −36−27.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 109 | $2,415 | 0.00% | +109 | 新進 |
| Archer Investment Corp | 138 | $3,052 | 0.00% | +138 | 新進 |
| First Horizon Corp | 200 | $4,430 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 225 | $4,984 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 250 | $5,538 | 0.00% | 00.0% | 不變 |
| Quarry LP | 280 | $6,202 | 0.00% | +280 | 新進 |
| Nisa Investment Advisors, LLC | 291 | $6,446 | 0.00% | −209−41.8% | 減碼 |
| Redmont Wealth Advisors LLC | 335 | $7,420 | 0.01% | −67,541−99.5% | 減碼 |
| Dunhill Financial, LLC | 400 | $8,860 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 447 | $9,901 | 0.00% | −1,688−79.1% | 減碼 |
| Russell Investments Group, Ltd. | 474 | $1.05 萬 | 0.00% | +154+48.1% | 加碼 |
| Avion Wealth | 500 | $1.10 萬 | 0.00% | +500 | 新進 |
| 1620 Investment Advisors, Inc. | 500 | $1.11 萬 | 0.01% | −150−23.1% | 減碼 |
| Hager Investment Management Services, LLC | 500 | $1.11 萬 | 0.01% | 00.0% | 不變 |
| Key Capital Management, INC | 514 | $1.14 萬 | 0.01% | +514 | 新進 |
| Toth Financial Advisory Corp | 600 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 600 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 700 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 804 | $1.78 萬 | 0.00% | +804 | 新進 |
| Newbridge Financial Services Group, Inc. | 1,000 | $2.21 萬 | 0.00% | −37,439−97.4% | 減碼 |
| Larson Financial Group LLC | 1,000 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,025 | $2.27 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,053 | $2.33 萬 | 0.00% | −1,595−60.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,340 | $2.97 萬 | 0.00% | −211−13.6% | 減碼 |
| Triumph Capital Management | 1,400 | $3.10 萬 | 0.01% | +1,400 | 新進 |
| SageView Advisory Group, LLC | 1,551 | $3.44 萬 | 0.00% | +1,551 | 新進 |
| The PNC Financial Services Group, Inc. | 1,566 | $3.47 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,930 | $4.28 萬 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 2,136 | $4.73 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 2,237 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 2,500 | $5.54 萬 | 0.00% | −1,800−41.9% | 減碼 |
| Osbon Capital Management LLC | 2,500 | $5.54 萬 | 0.05% | +2,500 | 新進 |
| Signaturefd, LLC | 2,663 | $5.90 萬 | 0.00% | +180+7.2% | 加碼 |
| Chilton Capital Management LLC | 2,700 | $5.98 萬 | 0.00% | −800−22.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,797 | $6.20 萬 | 0.00% | −258−8.4% | 減碼 |
| Capital Analysts, LLC | 2,830 | $6.30 萬 | 0.00% | +76+2.8% | 加碼 |
| MAI Capital Management | 3,051 | $6.76 萬 | 0.00% | −473−13.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,677 | $8.10 萬 | 0.00% | +3,677 | 新進 |
| Northwestern Mutual Wealth Management Co | 4,000 | $8.86 萬 | 0.00% | −80−2.0% | 減碼 |
| Parallel Advisors, LLC | 4,185 | $9.27 萬 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 4,809 | $10.7 萬 | 0.03% | 00.0% | 不變 |
| Allworth Financial LP | 4,845 | $10.7 萬 | 0.00% | +219+4.7% | 加碼 |
| Group One Trading, L.P. | 5,073 | $11.2 萬 | 0.00% | −90−1.7% | 減碼 |
| Farther Finance Advisors, LLC | 5,318 | $11.8 萬 | 0.00% | +43+0.8% | 加碼 |
| Wells Fargo & Company | 5,753 | $12.7 萬 | 0.00% | −1,253−17.9% | 減碼 |
| Leonteq Securities AG | 6,300 | $14.0 萬 | 0.01% | +300+5.0% | 加碼 |
| Hollencrest Capital Management | 7,436 | $16.5 萬 | 0.01% | +199+2.7% | 加碼 |
| VPR Management LLC | 8,500 | $18.8 萬 | 0.08% | +3,000+54.5% | 加碼 |
| Grimes & Company, Inc. | 9,261 | $20.5 萬 | 0.00% | −3,372−26.7% | 減碼 |
| HighTower Advisors, LLC | 9,638 | $21.3 萬 | 0.00% | −937−8.9% | 減碼 |
| ProShare Advisors LLC | 10,944 | $24.2 萬 | 0.00% | −645−5.6% | 減碼 |
| Geode Capital Management, LLC | 11,251 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| Core Wealth Partners LLC | 11,520 | $25.5 萬 | 0.11% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 11,587 | $25.7 萬 | 0.00% | −773−6.3% | 減碼 |
| Vident Advisory, LLC | 11,719 | $26.0 萬 | 0.00% | −4,118−26.0% | 減碼 |
| CWM, LLC | 11,767 | $26.1 萬 | 0.00% | +115+1.0% | 加碼 |
| Catalina Capital Group, LLC | 11,897 | $26.4 萬 | 0.16% | +11,897 | 新進 |
| SageGuard Financial Group, LLC | 12,113 | $26.8 萬 | 0.04% | +12,113 | 新進 |
| Accel Wealth Management | 12,495 | $27.7 萬 | 0.08% | +12,495 | 新進 |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,758 | $28.3 萬 | 0.02% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 13,410 | $29.7 萬 | 0.00% | −14,433−51.8% | 減碼 |
| US Bancorp | 13,700 | $30.3 萬 | 0.00% | −56−0.4% | 減碼 |
| Point72 Asset Management, L.P. | 13,784 | $30.5 萬 | 0.00% | −56,116−80.3% | 減碼 |
| Wedbush Securities Inc | 16,378 | $36.3 萬 | 0.01% | +3,335+25.6% | 加碼 |
| LBMC Investment Advisors, LLC | 18,250 | $40.4 萬 | 0.02% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 18,272 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| JPMorgan Chase & Co | 18,518 | $41.0 萬 | 0.00% | −6,791−26.8% | 減碼 |
| Quantbot Technologies LP | 19,278 | $42.7 萬 | 0.01% | −44,038−69.6% | 減碼 |
| Vantage Financial Partners, LLC | 19,918 | $44.1 萬 | 0.09% | 00.0% | 不變 |
| Dearborn Partners LLC | 19,999 | $44.3 萬 | 0.02% | +864+4.5% | 加碼 |
| Mariner, LLC | 20,056 | $44.4 萬 | 0.00% | −10,779−35.0% | 減碼 |
| Ameriprise Financial Inc | 20,106 | $44.5 萬 | 0.00% | +20,106 | 新進 |
| Fund Advisors of America Inc | 20,620 | $45.7 萬 | 0.42% | +20,620 | 新進 |
| Brevan Howard Capital Management LP | 21,314 | $47.2 萬 | 0.01% | +8,222+62.8% | 加碼 |
| Trexquant Investment LP | 22,122 | $49.0 萬 | 0.00% | −199,567−90.0% | 減碼 |
| Gsa Capital Partners LLP | 22,564 | $50.0 萬 | 0.04% | −5,745−20.3% | 減碼 |
| Belpointe Asset Management LLC | 23,582 | $52.2 萬 | 0.02% | +23,582 | 新進 |
| Apollon Wealth Management, LLC | 24,668 | $54.6 萬 | 0.01% | +117+0.5% | 加碼 |
| Caxton Associates LLP | 26,267 | $58.2 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 27,461 | $60.8 萬 | 0.00% | +1,914+7.5% | 加碼 |
| Simplex Trading, LLC | 27,754 | $61.5 萬 | 0.02% | +12,177+78.2% | 加碼 |
| Advisor Group Holdings, Inc. | 28,190 | $62.4 萬 | 0.00% | −4,062−12.6% | 減碼 |
| Samalin Investment Counsel, LLC | 28,343 | $62.8 萬 | 0.22% | +2,157+8.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 28,910 | $64.0 萬 | 0.10% | −10,814−27.2% | 減碼 |
| Virtus Investment Advisers, Inc. | 32,682 | $72.4 萬 | 0.20% | −7,479−18.6% | 減碼 |
| Invesco Ltd. | 34,576 | $76.6 萬 | 0.00% | −2,216−6.0% | 減碼 |
| Sunbelt Securities, Inc. | 35,500 | $78.6 萬 | 0.05% | −9,600−21.3% | 減碼 |
| Aquatic Capital Management LLC | 35,950 | $79.6 萬 | 0.02% | +2,209+6.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,079 | $84.3 萬 | 0.00% | +4,317+12.8% | 加碼 |
| Caldwell Sutter Capital, Inc. | 38,084 | $84.4 萬 | 0.36% | −2,968−7.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 39,441 | $87.0 萬 | 0.12% | +39,441 | 新進 |