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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 24,648 | $54.5 萬 | 0.01% | −20−0.1% | 減碼 |
| Greenland Capital Management LP | 26,000 | $57.5 萬 | 0.11% | +26,000 | 新進 |
| Invesco Ltd. | 26,318 | $58.2 萬 | 0.00% | −8,258−23.9% | 減碼 |
| Northern Trust Corp | 26,651 | $59.0 萬 | 0.00% | −20,566−43.6% | 減碼 |
| Guggenheim Capital LLC | 29,217 | $64.6 萬 | 0.01% | +1,756+6.4% | 加碼 |
| Closed-End Fund Advisors, Inc. | 30,588 | $67.7 萬 | 0.69% | −83,143−73.1% | 減碼 |
| AlphaCore Capital LLC | 30,996 | $68.6 萬 | 0.02% | +30,996 | 新進 |
| Mariner, LLC | 31,895 | $70.6 萬 | 0.00% | +11,839+59.0% | 加碼 |
| Militia Capital Management LLC | 35,000 | $77.4 萬 | 0.17% | +35,000 | 新進 |
| Caldwell Sutter Capital, Inc. | 37,018 | $81.9 萬 | 0.33% | −1,066−2.8% | 減碼 |
| Sunbelt Securities, Inc. | 37,030 | $81.9 萬 | 0.05% | +1,530+4.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 40,969 | $89.2 萬 | 0.12% | +1,528+3.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 40,588 | $89.8 萬 | 0.04% | −247−0.6% | 減碼 |
| Bank of America Corp | 41,774 | $92.4 萬 | 0.00% | −8,684−17.2% | 減碼 |
| Catalyst Capital Advisors LLC | 49,000 | $108.4 萬 | 0.02% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 55,028 | $121.7 萬 | 0.00% | −37,319−40.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 55,815 | $123.5 萬 | 0.00% | +17,736+46.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 56,578 | $125.2 萬 | 0.00% | +56,578 | 新進 |
| Kestra Advisory Services, LLC | 56,864 | $125.8 萬 | 0.00% | +12,486+28.1% | 加碼 |
| Cozad Asset Management Inc | 59,867 | $132.4 萬 | 0.10% | +7,487+14.3% | 加碼 |
| Moerus Capital Management LLC | 61,698 | $136.5 萬 | 0.50% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 63,745 | $141.0 萬 | 0.05% | +5,832+10.1% | 加碼 |
| Great West Life Assurance Co | 65,606 | $145.8 萬 | 0.00% | −6,175−8.6% | 減碼 |
| National Asset Management, Inc. | 69,760 | $149.8 萬 | 0.10% | +85+0.1% | 加碼 |
| State Street Corp | 69,062 | $152.8 萬 | 0.00% | +6,555+10.5% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 71,174 | $157.4 萬 | 0.32% | +4,956+7.5% | 加碼 |
| Truvestments Capital LLC | 72,746 | $160.9 萬 | 0.29% | +72,746 | 新進 |
| Denali Advisors LLC | 75,847 | $167.8 萬 | 0.19% | −437−0.6% | 減碼 |
| SMH Capital Advisors Inc | 78,364 | $173.3 萬 | 4.90% | −40−0.1% | 減碼 |
| Jane Street Group, LLC | 78,975 | $174.7 萬 | 0.00% | +1,038+1.3% | 加碼 |
| Benjamin Edwards Inc | 88,225 | $195.1 萬 | 0.02% | −1,484−1.7% | 減碼 |
| First Dallas Securities Inc. | 89,691 | $198.4 萬 | 0.73% | −220−0.2% | 減碼 |
| Balyasny Asset Management LLC | 90,908 | $201.1 萬 | 0.00% | +77,498+577.9% | 加碼 |
| Neuberger Berman Group LLC | 92,473 | $204.6 萬 | 0.00% | −2,312−2.4% | 減碼 |
| HRT Financial LP | 93,416 | $206.6 萬 | 0.01% | +30,271+47.9% | 加碼 |
| Confluence Investment Management LLC | 95,339 | $210.9 萬 | 0.03% | +11,529+13.8% | 加碼 |
| Ameriprise Financial Inc | 105,475 | $235.1 萬 | 0.00% | +85,369+424.6% | 加碼 |
| Advisors Asset Management, Inc. | 108,400 | $239.8 萬 | 0.04% | +4,937+4.8% | 加碼 |
| GraniteShares Advisors LLC | 109,894 | $243.1 萬 | 1.75% | −12,578−10.3% | 減碼 |
| Hodges Capital Management Inc. | 110,275 | $243.9 萬 | 0.20% | +1,813+1.7% | 加碼 |
| Naviter Wealth, LLC | 124,570 | $275.5 萬 | 0.34% | +25,325+25.5% | 加碼 |
| Foundations Investment Advisors, LLC | 135,453 | $299.6 萬 | 0.04% | +5,605+4.3% | 加碼 |
| Voloridge Investment Management, LLC | 147,319 | $325.9 萬 | 0.01% | −22,539−13.3% | 減碼 |
| Grace & White Inc | 164,697 | $364.3 萬 | 0.64% | 00.0% | 不變 |
| Morgan Stanley | 184,028 | $407.1 萬 | 0.00% | −54,236−22.8% | 減碼 |
| First Manhattan Co | 188,859 | $417.8 萬 | 0.01% | −17,143−8.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 196,768 | $435.3 萬 | 0.02% | +1,750+0.9% | 加碼 |
| Millennium Management LLC | 204,548 | $452.5 萬 | 0.00% | +7,380+3.7% | 加碼 |
| LPL Financial LLC | 231,713 | $512.5 萬 | 0.00% | +16,933+7.9% | 加碼 |
| Womack Financial LLC | 232,275 | $513.8 萬 | 3.78% | +15,150+7.0% | 加碼 |
| Raymond James Financial Inc | 264,659 | $585.4 萬 | 0.00% | −16,354−5.8% | 減碼 |
| BlackRock, Inc. | 276,490 | $611.6 萬 | 0.00% | −145,767−34.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 284,778 | $629.9 萬 | 0.00% | 00.0% | 不變 |
| Epiq Partners, LLC | 312,326 | $690.9 萬 | 3.23% | +1,361+0.4% | 加碼 |
| Franklin Resources Inc | 329,121 | $728.0 萬 | 0.00% | +66,822+25.5% | 加碼 |
| Columbus Macro, LLC | 357,781 | $791.4 萬 | 0.85% | +12,261+3.5% | 加碼 |
| Envestnet Asset Management Inc | 402,926 | $891.3 萬 | 0.00% | +16,788+4.3% | 加碼 |
| Muzinich & Co., Inc. | 426,243 | $942.8 萬 | 3.30% | +921+0.2% | 加碼 |
| Legal & General Group Plc | 443,138 | $980.4 萬 | 0.00% | +53,558+13.7% | 加碼 |
| Cetera Investment Advisers | 452,698 | $1,001 萬 | 0.01% | +28,067+6.6% | 加碼 |
| Melia Wealth LLC | 515,478 | $1,140 萬 | 5.52% | +12,490+2.5% | 加碼 |
| Empirical Finance, LLC | 618,866 | $1,369 萬 | 0.64% | +618,866 | 新進 |
| Empowered Funds, LLC | 619,098 | $1,369 萬 | 0.09% | +619,098 | 新進 |
| UBS Group AG | 854,131 | $1,889 萬 | 0.00% | +36,983+4.5% | 加碼 |
| Sound Income Strategies, LLC | 903,329 | $1,981 萬 | 0.96% | +17,362+2.0% | 加碼 |
| Sanders Morris Harris LLC | 1,111,173 | $2,458 萬 | 3.90% | +1,111,173 | 新進 |
| Van Eck Associates Corp | 1,127,561 | $2,494 萬 | 0.02% | −252,755−18.3% | 減碼 |
| Two Sigma Investments, LP | 2,349,648 | $5,197 萬 | 0.04% | +1,300,266+123.9% | 加碼 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,062,917−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −229,086−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −188,921−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −97,739−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −92,685−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −88,378−100.0% | 清倉 |
| Sovereign's Capital Management, LLC | 0 | $0 | 0.00% | −76,522−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −65,809−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −35,950−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −26,267−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,564−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,784−100.0% | 清倉 |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −11,897−100.0% | 清倉 |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −9,261−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −3,677−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −2,136−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,551−100.0% | 清倉 |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −447−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Essential Partners LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Vantage Financial Partners, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Redmont Wealth Advisors LLC | – | – | – | – | 本季未申報 |