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 179 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
1,190,204
shares
|
$28.3 Million
0.03% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,001,199
shares
|
$23.8 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
814,584
shares
|
$19.4 Million
2.78% of portfolio
|
Q4 2024
Added 28.05%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
774,600
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
673,778
shares
|
$16 Million
0.04% of portfolio
|
Q4 2024
Added 42.23%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
672,468
shares
|
$16 Million
1.54% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
672,367
shares
|
$16 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
578,541
shares
|
$13.8 Million
0.86% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
490,291
shares
|
$11.7 Million
0.12% of portfolio
|
Q4 2024
Added 1481.58%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
401,581
shares
|
$9.56 Million
4.57% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
398,887
shares
|
$9.5 Million
0.38% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
398,008
shares
|
$9.48 Million
0.58% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
310,285
shares
|
$7.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
301,950
shares
|
$7.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
257,378
shares
|
$6.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
213,448
shares
|
$5.08 Million
0.0% of portfolio
|
Q4 2024
Added 29.79%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
207,330
shares
|
$4.94 Million
0.0% of portfolio
|
Q4 2024
Added 34.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
197,629
shares
|
$4.71 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
194,755
shares
|
$4.64 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
179,426
shares
|
$4.27 Million
0.19% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
176,597
shares
|
$4.2 Million
0.9% of portfolio
|
Q3 2023
Reduced 0.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
169,054
shares
|
$4.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
163,946
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
149,543
shares
|
$3.56 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,650
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 12.24%
|