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。
2026 年第 1 季 13F 持有人
Capital Southwest Corp 在 2026/3/31 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
- 168
- 較 2025 年第 4 季 +10 家
- 持有股數
- 1,671 萬
- 較 2025 年第 4 季 +178.6 萬 (+12.0%)
- 總市值
- $3.70 億
- 較 2025 年第 4 季 +$1,286 萬 (+3.6%)
- 新進機構
- 32
- 另有 54 家加碼
- 清倉機構
- 22
- 另有 47 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 2,349,648 | $5,197 萬 | 0.04% | +1,300,266+123.9% | 加碼 |
| Van Eck Associates Corp | 1,127,561 | $2,494 萬 | 0.02% | −252,755−18.3% | 減碼 |
| Sanders Morris Harris LLC | 1,111,173 | $2,458 萬 | 3.90% | +1,111,173 | 新進 |
| Sound Income Strategies, LLC | 903,329 | $1,981 萬 | 0.96% | +17,362+2.0% | 加碼 |
| UBS Group AG | 854,131 | $1,889 萬 | 0.00% | +36,983+4.5% | 加碼 |
| Empowered Funds, LLC | 619,098 | $1,369 萬 | 0.09% | +619,098 | 新進 |
| Empirical Finance, LLC | 618,866 | $1,369 萬 | 0.64% | +618,866 | 新進 |
| Melia Wealth LLC | 515,478 | $1,140 萬 | 5.52% | +12,490+2.5% | 加碼 |
| Cetera Investment Advisers | 452,698 | $1,001 萬 | 0.01% | +28,067+6.6% | 加碼 |
| Legal & General Group Plc | 443,138 | $980.4 萬 | 0.00% | +53,558+13.7% | 加碼 |
| Muzinich & Co., Inc. | 426,243 | $942.8 萬 | 3.30% | +921+0.2% | 加碼 |
| Envestnet Asset Management Inc | 402,926 | $891.3 萬 | 0.00% | +16,788+4.3% | 加碼 |
| Columbus Macro, LLC | 357,781 | $791.4 萬 | 0.85% | +12,261+3.5% | 加碼 |
| Franklin Resources Inc | 329,121 | $728.0 萬 | 0.00% | +66,822+25.5% | 加碼 |
| Epiq Partners, LLC | 312,326 | $690.9 萬 | 3.23% | +1,361+0.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 284,778 | $629.9 萬 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 276,490 | $611.6 萬 | 0.00% | −145,767−34.5% | 減碼 |
| Raymond James Financial Inc | 264,659 | $585.4 萬 | 0.00% | −16,354−5.8% | 減碼 |
| Womack Financial LLC | 232,275 | $513.8 萬 | 3.78% | +15,150+7.0% | 加碼 |
| LPL Financial LLC | 231,713 | $512.5 萬 | 0.00% | +16,933+7.9% | 加碼 |
| Millennium Management LLC | 204,548 | $452.5 萬 | 0.00% | +7,380+3.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 196,768 | $435.3 萬 | 0.02% | +1,750+0.9% | 加碼 |
| First Manhattan Co | 188,859 | $417.8 萬 | 0.01% | −17,143−8.3% | 減碼 |
| Morgan Stanley | 184,028 | $407.1 萬 | 0.00% | −54,236−22.8% | 減碼 |
| Grace & White Inc | 164,697 | $364.3 萬 | 0.64% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 147,319 | $325.9 萬 | 0.01% | −22,539−13.3% | 減碼 |
| Foundations Investment Advisors, LLC | 135,453 | $299.6 萬 | 0.04% | +5,605+4.3% | 加碼 |
| Naviter Wealth, LLC | 124,570 | $275.5 萬 | 0.34% | +25,325+25.5% | 加碼 |
| Hodges Capital Management Inc. | 110,275 | $243.9 萬 | 0.20% | +1,813+1.7% | 加碼 |
| GraniteShares Advisors LLC | 109,894 | $243.1 萬 | 1.75% | −12,578−10.3% | 減碼 |
| Advisors Asset Management, Inc. | 108,400 | $239.8 萬 | 0.04% | +4,937+4.8% | 加碼 |
| Ameriprise Financial Inc | 105,475 | $235.1 萬 | 0.00% | +85,369+424.6% | 加碼 |
| Confluence Investment Management LLC | 95,339 | $210.9 萬 | 0.03% | +11,529+13.8% | 加碼 |
| HRT Financial LP | 93,416 | $206.6 萬 | 0.01% | +30,271+47.9% | 加碼 |
| Neuberger Berman Group LLC | 92,473 | $204.6 萬 | 0.00% | −2,312−2.4% | 減碼 |
| Balyasny Asset Management LLC | 90,908 | $201.1 萬 | 0.00% | +77,498+577.9% | 加碼 |
| First Dallas Securities Inc. | 89,691 | $198.4 萬 | 0.73% | −220−0.2% | 減碼 |
| Benjamin Edwards Inc | 88,225 | $195.1 萬 | 0.02% | −1,484−1.7% | 減碼 |
| Jane Street Group, LLC | 78,975 | $174.7 萬 | 0.00% | +1,038+1.3% | 加碼 |
| SMH Capital Advisors Inc | 78,364 | $173.3 萬 | 4.90% | −40−0.1% | 減碼 |
| Denali Advisors LLC | 75,847 | $167.8 萬 | 0.19% | −437−0.6% | 減碼 |
| Truvestments Capital LLC | 72,746 | $160.9 萬 | 0.29% | +72,746 | 新進 |
| Legacy Capital Wealth Partners, LLC | 71,174 | $157.4 萬 | 0.32% | +4,956+7.5% | 加碼 |
| State Street Corp | 69,062 | $152.8 萬 | 0.00% | +6,555+10.5% | 加碼 |
| National Asset Management, Inc. | 69,760 | $149.8 萬 | 0.10% | +85+0.1% | 加碼 |
| Great West Life Assurance Co | 65,606 | $145.8 萬 | 0.00% | −6,175−8.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 63,745 | $141.0 萬 | 0.05% | +5,832+10.1% | 加碼 |
| Moerus Capital Management LLC | 61,698 | $136.5 萬 | 0.50% | 00.0% | 不變 |
| Cozad Asset Management Inc | 59,867 | $132.4 萬 | 0.10% | +7,487+14.3% | 加碼 |
| Kestra Advisory Services, LLC | 56,864 | $125.8 萬 | 0.00% | +12,486+28.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 56,578 | $125.2 萬 | 0.00% | +56,578 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 55,815 | $123.5 萬 | 0.00% | +17,736+46.6% | 加碼 |
| Commonwealth Equity Services, LLC | 55,028 | $121.7 萬 | 0.00% | −37,319−40.4% | 減碼 |
| Catalyst Capital Advisors LLC | 49,000 | $108.4 萬 | 0.02% | 00.0% | 不變 |
| Bank of America Corp | 41,774 | $92.4 萬 | 0.00% | −8,684−17.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 40,588 | $89.8 萬 | 0.04% | −247−0.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 40,969 | $89.2 萬 | 0.12% | +1,528+3.9% | 加碼 |
| Sunbelt Securities, Inc. | 37,030 | $81.9 萬 | 0.05% | +1,530+4.3% | 加碼 |
| Caldwell Sutter Capital, Inc. | 37,018 | $81.9 萬 | 0.33% | −1,066−2.8% | 減碼 |
| Militia Capital Management LLC | 35,000 | $77.4 萬 | 0.17% | +35,000 | 新進 |
| Mariner, LLC | 31,895 | $70.6 萬 | 0.00% | +11,839+59.0% | 加碼 |
| AlphaCore Capital LLC | 30,996 | $68.6 萬 | 0.02% | +30,996 | 新進 |
| Closed-End Fund Advisors, Inc. | 30,588 | $67.7 萬 | 0.69% | −83,143−73.1% | 減碼 |
| Guggenheim Capital LLC | 29,217 | $64.6 萬 | 0.01% | +1,756+6.4% | 加碼 |
| Northern Trust Corp | 26,651 | $59.0 萬 | 0.00% | −20,566−43.6% | 減碼 |
| Invesco Ltd. | 26,318 | $58.2 萬 | 0.00% | −8,258−23.9% | 減碼 |
| Greenland Capital Management LP | 26,000 | $57.5 萬 | 0.11% | +26,000 | 新進 |
| Apollon Wealth Management, LLC | 24,648 | $54.5 萬 | 0.01% | −20−0.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 24,254 | $53.6 萬 | 0.08% | −4,656−16.1% | 減碼 |
| Royal Bank of Canada | 23,273 | $51.5 萬 | 0.00% | −56,283−70.7% | 減碼 |
| Samalin Investment Counsel, LLC | 22,881 | $50.6 萬 | 0.18% | −5,462−19.3% | 減碼 |
| Virtus Investment Advisers, Inc. | 22,464 | $49.7 萬 | 0.14% | −10,218−31.3% | 減碼 |
| Zuckerman Investment Group, LLC | 21,937 | $48.5 萬 | 0.05% | −22,993−51.2% | 減碼 |
| CWM, LLC | 21,621 | $47.8 萬 | 0.00% | +9,854+83.7% | 加碼 |
| Brevan Howard Capital Management LP | 21,618 | $47.8 萬 | 0.00% | +304+1.4% | 加碼 |
| Arlington Capital Management, Inc. | 21,565 | $47.7 萬 | 0.27% | +21,565 | 新進 |
| Change Path, LLC | 20,830 | $46.1 萬 | 0.01% | −30,010−59.0% | 減碼 |
| Bayshore Capital Advisors, LLC | 20,500 | $45.3 萬 | 0.19% | +20,500 | 新進 |
| Dearborn Partners LLC | 19,420 | $43.0 萬 | 0.02% | −579−2.9% | 減碼 |
| Oxford Asset Management LLP | 19,172 | $42.4 萬 | 0.17% | +19,172 | 新進 |
| Purpose Unlimited Inc. | 19,000 | $40.8 萬 | 0.02% | +19,000 | 新進 |
| Fund Advisors of America Inc | 18,426 | $40.8 萬 | 0.41% | −2,194−10.6% | 減碼 |
| Independent Financial Group, LLC | 18,416 | $40.7 萬 | 0.01% | +18,416 | 新進 |
| Monticello Wealth Management, LLC | 18,272 | $40.4 萬 | 0.03% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 18,250 | $40.4 萬 | 0.02% | 00.0% | 不變 |
| Engineers Gate Manager LP | 17,597 | $38.9 萬 | 0.00% | +17,597 | 新進 |
| Advisor Group Holdings, Inc. | 17,437 | $38.6 萬 | 0.00% | −10,753−38.1% | 減碼 |
| Wedbush Securities Inc | 16,378 | $36.2 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 15,801 | $35.0 萬 | 0.01% | −7,781−33.0% | 減碼 |
| Quantbot Technologies LP | 15,733 | $34.8 萬 | 0.01% | −3,545−18.4% | 減碼 |
| Inspire Advisors, LLC | 14,608 | $32.3 萬 | 0.03% | +14,608 | 新進 |
| JPMorgan Chase & Co | 14,690 | $31.6 萬 | 0.00% | −3,828−20.7% | 減碼 |
| Occudo Quantitative Strategies LP | 12,877 | $30.9 萬 | 0.02% | +12,877 | 新進 |
| US Bancorp | 13,700 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 13,313 | $29.4 萬 | 0.01% | +13,313 | 新進 |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,758 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| Accel Wealth Management | 12,508 | $27.7 萬 | 0.07% | +13+0.1% | 加碼 |
| Core Wealth Partners LLC | 11,520 | $25.5 萬 | 0.12% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,330 | $25.1 萬 | 0.00% | +386+3.5% | 加碼 |
| Geode Capital Management, LLC | 11,251 | $24.9 萬 | 0.00% | 00.0% | 不變 |