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 $4.12 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Capital Southwest Corp 在 2026/6/30 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
- 189
- 較 2026 年第 1 季 +23 家
- 持有股數
- 1,733 萬
- 較 2026 年第 1 季 +67.1 萬 (+4.0%)
- 總市值
- $4.12 億
- 較 2026 年第 1 季 +$4,357 萬 (+11.8%)
- 新進機構
- 34
- 另有 72 家加碼
- 清倉機構
- 11
- 另有 54 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 13,966 | $33.2 萬 | 0.02% | −5,454−28.1% | 減碼 |
| JPMorgan Chase & Co | 13,949 | $32.8 萬 | 0.00% | −741−5.0% | 減碼 |
| FCG Investment Co | 13,763 | $32.7 萬 | 0.11% | +3,094+29.0% | 加碼 |
| US Bancorp | 13,700 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Black Swift Group, LLC | 13,550 | $32.2 萬 | 0.05% | +13,550 | 新進 |
| Eagle Global Advisors LLC | 13,515 | $32.1 萬 | 0.01% | +4,165+44.5% | 加碼 |
| Amundi | 13,279 | $31.6 萬 | 0.00% | +13,279 | 新進 |
| Engineers Gate Manager LP | 13,045 | $31.0 萬 | 0.00% | −4,552−25.9% | 減碼 |
| Mission Hills Financial Advisory, LLC | 12,836 | $30.5 萬 | 0.13% | +12,836 | 新進 |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,758 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Accel Wealth Management | 12,521 | $29.8 萬 | 0.07% | +13+0.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 12,437 | $29.6 萬 | 0.00% | +12,437 | 新進 |
| Creative Planning | 12,352 | $29.4 萬 | 0.00% | +2,414+24.3% | 加碼 |
| Core Wealth Partners LLC | 12,320 | $29.3 萬 | 0.12% | +800+6.9% | 加碼 |
| DRW Securities, LLC | 11,959 | $28.4 萬 | 0.02% | +794+7.1% | 加碼 |
| Arkadios Wealth Advisors | 11,902 | $28.3 萬 | 0.00% | +11,902 | 新進 |
| Brevan Howard Capital Management LP | 11,794 | $28.0 萬 | 0.00% | −9,824−45.4% | 減碼 |
| Two Sigma Securities, LLC | 11,558 | $27.5 萬 | 0.02% | +11,558 | 新進 |
| Colony Group, LLC | 11,442 | $27.2 萬 | 0.00% | +482+4.4% | 加碼 |
| Global Retirement Partners, LLC | 11,373 | $27.0 萬 | 0.00% | +11,373 | 新進 |
| ProShare Advisors LLC | 11,364 | $27.0 萬 | 0.00% | +34+0.3% | 加碼 |
| Geode Capital Management, LLC | 11,251 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 10,993 | $26.1 萬 | 0.00% | +7,007+175.8% | 加碼 |
| Squarepoint Ops LLC | 10,845 | $25.8 萬 | 0.00% | +1,208+12.5% | 加碼 |
| Mackenzie Financial Corp | 10,520 | $25.0 萬 | 0.00% | +10,520 | 新進 |
| Permanent Capital Management, LP | 9,820 | $23.3 萬 | 0.03% | +9,820 | 新進 |
| HighTower Advisors, LLC | 9,746 | $23.2 萬 | 0.00% | −10.0% | 減碼 |
| SageGuard Financial Group, LLC | 9,122 | $21.7 萬 | 0.03% | −568−5.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 8,825 | $21.0 萬 | 0.00% | +8,825 | 新進 |
| Eight 31 Financial LLC | 8,750 | $20.8 萬 | 0.12% | +8,750 | 新進 |
| VPR Management LLC | 8,500 | $20.2 萬 | 0.08% | 00.0% | 不變 |
| Bank of Montreal | 8,477 | $20.1 萬 | 0.00% | +8,477 | 新進 |
| Leonteq Securities AG | 7,000 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 6,535 | $15.5 萬 | 0.00% | +947+16.9% | 加碼 |
| Rialto Wealth Management, LLC | 4,809 | $11.4 萬 | 0.02% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,185 | $9.95 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 4,096 | $9.74 萬 | 0.01% | +98+2.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,000 | $9.51 萬 | 0.00% | −409−9.3% | 減碼 |
| IFG Advisory, LLC | 3,500 | $8.32 萬 | 0.00% | +3,500 | 新進 |
| The PNC Financial Services Group, Inc. | 3,088 | $7.34 萬 | 0.00% | −1,566−33.6% | 減碼 |
| Burk Holdings LLC | 3,068 | $7.29 萬 | 0.03% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,975 | $7.10 萬 | 0.00% | +72+2.5% | 加碼 |
| Spire Wealth Management | 2,800 | $6.66 萬 | 0.00% | +2,200+366.7% | 加碼 |
| Signaturefd, LLC | 2,738 | $6.51 萬 | 0.00% | −671−19.7% | 減碼 |
| Osbon Capital Management LLC | 2,500 | $5.94 萬 | 0.05% | −150−5.7% | 減碼 |
| Washington Trust Advisors, Inc. | 2,500 | $5.94 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,438 | $5.79 萬 | 0.00% | −264−9.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,319 | $5.51 萬 | 0.00% | −10−0.4% | 減碼 |
| State of Alaska, Department of Revenue | 2,237 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 2,094 | $4.98 萬 | 0.01% | +2,094 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,810 | $4.30 萬 | 0.00% | +1,810 | 新進 |
| Triumph Capital Management | 1,750 | $4.16 萬 | 0.01% | +350+25.0% | 加碼 |
| Geneos Wealth Management Inc. | 1,630 | $3.87 萬 | 0.00% | −300−15.5% | 減碼 |
| Elequin Capital LP | 1,606 | $3.82 萬 | 0.00% | +429+36.4% | 加碼 |
| Allied Private Wealth LLC | 1,575 | $3.70 萬 | 0.02% | +1,575 | 新進 |
| Rockefeller Capital Management L.P. | 1,225 | $2.91 萬 | 0.00% | +1,000+444.4% | 加碼 |
| Jones Financial Companies LLLP | 1,206 | $2.79 萬 | 0.00% | +50+4.3% | 加碼 |
| North Star Investment Management Corp. | 1,025 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,000 | $2.38 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,000 | $2.38 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 985 | $2.34 萬 | 0.00% | −68−6.5% | 減碼 |
| Heritage Wealth Advisors | 980 | $2.33 萬 | 0.00% | +980 | 新進 |
| Simplex Trading, LLC | 970 | $2.31 萬 | 0.00% | −6,263−86.6% | 減碼 |
| GWM Advisors LLC | 955 | $2.27 萬 | 0.00% | +955 | 新進 |
| Avion Wealth | 900 | $2.10 萬 | 0.00% | +400+80.0% | 加碼 |
| Key Capital Management, INC | 726 | $1.73 萬 | 0.01% | −56−7.2% | 減碼 |
| HHM Wealth Advisors, LLC | 700 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 662 | $1.57 萬 | 0.00% | +314+90.2% | 加碼 |
| Central Trust Co | 600 | $1.43 萬 | 0.00% | −2,100−77.8% | 減碼 |
| Toth Financial Advisory Corp | 600 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 514 | $1.22 萬 | 0.00% | −2,092−80.3% | 減碼 |
| Hager Investment Management Services, LLC | 500 | $1.19 萬 | 0.01% | 00.0% | 不變 |
| Dunhill Financial, LLC | 400 | $9,508 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 291 | $6,917 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 250 | $5,943 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 200 | $4,754 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 146 | $3,461 | 0.00% | +4+2.8% | 加碼 |
| Valley National Advisers Inc | 100 | $2,377 | 0.00% | +100 | 新進 |
| Quarry LP | 88 | $2,092 | 0.00% | −942−91.5% | 減碼 |
| JFS Wealth Advisors, LLC | 69 | $1,641 | 0.00% | +69 | 新進 |
| Delta Asset Management LLC | 60 | $1,426 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 34 | $798 | 0.00% | +1+3.0% | 加碼 |
| Hilton Head Capital Partners, LLC | 30 | $713 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 27 | $642 | 0.00% | −35−56.5% | 減碼 |
| Action Point Financial Planning, LLC | 14 | $333 | 0.00% | +14 | 新進 |
| DHJJ Financial Advisors, Ltd. | 5 | $119 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 3 | $71 | 0.00% | −24−88.9% | 減碼 |
| Huntington National Bank | 2 | $48 | 0.00% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 1,685 | – | – | 00.0% | 不變 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −19,172−100.0% | 清倉 |
| Purpose Unlimited Inc. | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −9,293−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −3,051−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,852−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −802−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −197−100.0% | 清倉 |
| PMV Capital Advisers, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | 清倉 |