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。
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 +$3,766 萬 (+11.3%)
- 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 | $4.12 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 |
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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $22 | 0.00% | +1 | 新進 |
| Huntington National Bank | 2 | $44 | 0.00% | 00.0% | 不變 |
| PMV Capital Advisers, LLC | 2 | $45 | 0.00% | +2 | 新進 |
| DHJJ Financial Advisors, Ltd. | 5 | $111 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 27 | $597 | 0.00% | +24+800.0% | 加碼 |
| Hilton Head Capital Partners, LLC | 30 | $664 | 0.00% | +30 | 新進 |
| NBT Bank N A | 33 | $725 | 0.00% | +11+50.0% | 加碼 |
| Delta Asset Management LLC | 60 | $1,327 | 0.00% | −10−14.3% | 減碼 |
| Caitong International Asset Management Co., Ltd | 62 | $1,371 | 0.00% | −35−36.1% | 減碼 |
| Archer Investment Corp | 142 | $3,135 | 0.00% | +4+2.9% | 加碼 |
| Beaird Harris Wealth Management, LLC | 197 | $4,358 | 0.00% | +197 | 新進 |
| First Horizon Corp | 200 | $4,424 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 225 | $4,977 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 250 | $5,530 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 291 | $6,437 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 348 | $7,698 | 0.00% | −126−26.6% | 減碼 |
| Dunhill Financial, LLC | 400 | $8,848 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 450 | $9,954 | 0.00% | −2,250−83.3% | 減碼 |
| Avion Wealth | 500 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 500 | $1.11 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| Key Capital Management, INC | 782 | $1.73 萬 | 0.01% | +268+52.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 802 | $1.77 萬 | 0.00% | +802 | 新進 |
| Larson Financial Group LLC | 1,000 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 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 |
| Quarry LP | 1,030 | $2.28 萬 | 0.00% | +750+267.9% | 加碼 |
| Ronald Blue Trust, Inc. | 1,053 | $2.33 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,156 | $2.48 萬 | 0.00% | +352+43.8% | 加碼 |
| Elequin Capital LP | 1,177 | $2.60 萬 | 0.00% | +1,177 | 新進 |
| Triumph Capital Management | 1,400 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,600 | $3.54 萬 | 0.00% | +1,600 | 新進 |
| Union Bancaire Privee, UBP SA | 1,685 | $3.62 萬 | 0.00% | −5,580−76.8% | 減碼 |
| Geneos Wealth Management Inc. | 1,930 | $4.27 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 2,237 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,329 | $5.15 萬 | 0.00% | −468−16.7% | 減碼 |
| Washington Trust Advisors, Inc. | 2,500 | $5.53 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,606 | $5.76 萬 | 0.00% | −2,467−48.6% | 減碼 |
| Osbon Capital Management LLC | 2,650 | $5.86 萬 | 0.05% | +150+6.0% | 加碼 |
| Farther Finance Advisors, LLC | 2,702 | $5.93 萬 | 0.00% | −2,616−49.2% | 減碼 |
| Central Trust Co | 2,700 | $5.97 萬 | 0.00% | +2,700 | 新進 |
| Weiss Asset Management LP | 2,852 | $6.31 萬 | 0.00% | +2,808+6,381.8% | 加碼 |
| Capital Analysts, LLC | 2,903 | $6.40 萬 | 0.00% | +73+2.6% | 加碼 |
| MAI Capital Management | 3,051 | $6.75 萬 | 0.00% | 00.0% | 不變 |
| Burk Holdings LLC | 3,068 | $6.79 萬 | 0.03% | +3,068 | 新進 |
| Signaturefd, LLC | 3,409 | $7.54 萬 | 0.00% | +746+28.0% | 加碼 |
| Wells Fargo & Company | 3,986 | $8.82 萬 | 0.00% | −1,767−30.7% | 減碼 |
| Hollencrest Capital Management | 3,998 | $8.84 萬 | 0.00% | −3,438−46.2% | 減碼 |
| Parallel Advisors, LLC | 4,185 | $9.26 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 4,409 | $9.75 萬 | 0.00% | +409+10.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,654 | $10.3 萬 | 0.00% | +3,088+197.2% | 加碼 |
| Rialto Wealth Management, LLC | 4,809 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 5,588 | $12.4 萬 | 0.00% | +743+15.3% | 加碼 |
| Leonteq Securities AG | 7,000 | $15.5 萬 | 0.01% | +700+11.1% | 加碼 |
| Simplex Trading, LLC | 7,233 | $16.0 萬 | 0.00% | −20,521−73.9% | 減碼 |
| VPR Management LLC | 8,500 | $18.8 萬 | 0.08% | 00.0% | 不變 |
| Vident Advisory, LLC | 9,293 | $20.6 萬 | 0.00% | −2,426−20.7% | 減碼 |
| Eagle Global Advisors LLC | 9,350 | $20.7 萬 | 0.01% | +9,350 | 新進 |
| Trexquant Investment LP | 9,613 | $21.3 萬 | 0.00% | −12,509−56.5% | 減碼 |
| Squarepoint Ops LLC | 9,637 | $21.3 萬 | 0.00% | +9,637 | 新進 |
| SageGuard Financial Group, LLC | 9,690 | $21.4 萬 | 0.03% | −2,423−20.0% | 減碼 |
| HighTower Advisors, LLC | 9,747 | $21.6 萬 | 0.00% | +109+1.1% | 加碼 |
| Creative Planning | 9,938 | $22.0 萬 | 0.00% | +9,938 | 新進 |
| FCG Investment Co | 10,669 | $23.6 萬 | 0.10% | +10,669 | 新進 |
| Colony Group, LLC | 10,960 | $24.2 萬 | 0.00% | +10,960 | 新進 |
| DRW Securities, LLC | 11,165 | $24.7 萬 | 0.01% | +11,165 | 新進 |
| Geode Capital Management, LLC | 11,251 | $24.9 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,330 | $25.1 萬 | 0.00% | +386+3.5% | 加碼 |
| Core Wealth Partners LLC | 11,520 | $25.5 萬 | 0.12% | 00.0% | 不變 |
| Accel Wealth Management | 12,508 | $27.7 萬 | 0.07% | +13+0.1% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,758 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| XTX Topco Ltd | 13,313 | $29.4 萬 | 0.01% | +13,313 | 新進 |
| US Bancorp | 13,700 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 12,877 | $30.9 萬 | 0.02% | +12,877 | 新進 |
| JPMorgan Chase & Co | 14,690 | $31.6 萬 | 0.00% | −3,828−20.7% | 減碼 |
| Inspire Advisors, LLC | 14,608 | $32.3 萬 | 0.03% | +14,608 | 新進 |
| Quantbot Technologies LP | 15,733 | $34.8 萬 | 0.01% | −3,545−18.4% | 減碼 |
| Belpointe Asset Management LLC | 15,801 | $35.0 萬 | 0.01% | −7,781−33.0% | 減碼 |
| Wedbush Securities Inc | 16,378 | $36.2 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 17,437 | $38.6 萬 | 0.00% | −10,753−38.1% | 減碼 |
| Engineers Gate Manager LP | 17,597 | $38.9 萬 | 0.00% | +17,597 | 新進 |
| LBMC Investment Advisors, LLC | 18,250 | $40.4 萬 | 0.02% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 18,272 | $40.4 萬 | 0.03% | 00.0% | 不變 |
| Independent Financial Group, LLC | 18,416 | $40.7 萬 | 0.01% | +18,416 | 新進 |
| Fund Advisors of America Inc | 18,426 | $40.8 萬 | 0.41% | −2,194−10.6% | 減碼 |
| Purpose Unlimited Inc. | 19,000 | $40.8 萬 | 0.02% | +19,000 | 新進 |
| Oxford Asset Management LLP | 19,172 | $42.4 萬 | 0.17% | +19,172 | 新進 |
| Dearborn Partners LLC | 19,420 | $43.0 萬 | 0.02% | −579−2.9% | 減碼 |
| Bayshore Capital Advisors, LLC | 20,500 | $45.3 萬 | 0.19% | +20,500 | 新進 |
| Change Path, LLC | 20,830 | $46.1 萬 | 0.01% | −30,010−59.0% | 減碼 |
| Arlington Capital Management, Inc. | 21,565 | $47.7 萬 | 0.27% | +21,565 | 新進 |
| Brevan Howard Capital Management LP | 21,618 | $47.8 萬 | 0.00% | +304+1.4% | 加碼 |
| CWM, LLC | 21,621 | $47.8 萬 | 0.00% | +9,854+83.7% | 加碼 |
| Zuckerman Investment Group, LLC | 21,937 | $48.5 萬 | 0.05% | −22,993−51.2% | 減碼 |
| Virtus Investment Advisers, Inc. | 22,464 | $49.7 萬 | 0.14% | −10,218−31.3% | 減碼 |
| Samalin Investment Counsel, LLC | 22,881 | $50.6 萬 | 0.18% | −5,462−19.3% | 減碼 |
| Royal Bank of Canada | 23,273 | $51.5 萬 | 0.00% | −56,283−70.7% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 24,254 | $53.6 萬 | 0.08% | −4,656−16.1% | 減碼 |