Institutional Ownership Capital Southwest Corp (CSWC)
This table provides information about the institutional ownership of Capital Southwest Corp (CSWC). We have compiled data on the 188 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
1,457,146
shares
|
$30.3 Million
0.03% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
1,368,607
shares
|
$28.5 Million
4.34% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
994,806
shares
|
$20.7 Million
0.05% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
892,353
shares
|
$18.6 Million
0.03% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
778,161
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
756,786
shares
|
$15.7 Million
0.94% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
490,451
shares
|
$10.2 Million
4.69% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
415,436
shares
|
$8.64 Million
0.93% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
409,967
shares
|
$8.53 Million
0.01% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
364,902
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
331,901
shares
|
$6.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
318,887
shares
|
$6.63 Million
0.84% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
311,230
shares
|
$6.47 Million
0.0% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
302,853
shares
|
$6.3 Million
0.0% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
295,429
shares
|
$6.14 Million
3.58% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
273,265
shares
|
$5.68 Million
2.43% of portfolio
|
Q3 2025
Added 21.03%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
258,970
shares
|
$5.39 Million
0.03% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
252,245
shares
|
$5.25 Million
0.01% of portfolio
|
Q3 2025
Added 71.41%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
233,743
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
231,105
shares
|
$4.81 Million
0.0% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
221,689
shares
|
$4.61 Million
0.05% of portfolio
|
Q3 2025
Added 375.42%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
220,367
shares
|
$4.58 Million
0.02% of portfolio
|
Q3 2025
Added 173.27%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
220,072
shares
|
$4.58 Million
0.0% of portfolio
|
Q3 2025
Added 27.51%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
218,905
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
207,150
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.38%
|
|