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 198 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $715 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
13,089,875
shares
|
$298 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
1,390,339
shares
|
$31.7 Million
7.93% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
1,347,300
shares
|
$30.7 Million
0.03% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
983,500
shares
|
$22.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
783,060
shares
|
$17.9 Million
0.0% of portfolio
|
Q2 2025
Added 163.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
761,221
shares
|
$17.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
702,201
shares
|
$16 Million
0.95% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
546,280
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
526,734
shares
|
$12 Million
0.01% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
521,686
shares
|
$11.9 Million
0.69% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Jul 25, 2025 Q2 2025 |
464,973
shares
|
$10.6 Million
4.91% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
460,375
shares
|
$10.5 Million
1.05% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
409,241
shares
|
$9.33 Million
0.0% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
361,722
shares
|
$8.25 Million
0.01% of portfolio
|
Q2 2025
Added 402.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
335,718
shares
|
$7.65 Million
0.0% of portfolio
|
Q2 2025
Added 639.74%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
332,746
shares
|
$7.59 Million
0.0% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
290,762
shares
|
$6.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
290,704
shares
|
$6.63 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
286,597
shares
|
$6.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
266,800
shares
|
$6.08 Million
3.56% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
258,986
shares
|
$5.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
242,080
shares
|
$5.52 Million
0.03% of portfolio
|
Q2 2025
Added 176.04%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
227,396
shares
|
$5.18 Million
0.0% of portfolio
|
Q2 2025
Added 42.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
226,212
shares
|
$5.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 45.42%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
225,790
shares
|
$5.15 Million
2.31% of portfolio
|
Q2 2025
Added 64.37%
|