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 196 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $380 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
1,433,064
shares
|
$29.7 Million
5.16% of portfolio
|
Q1 2025
Added 75.93%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
1,166,932
shares
|
$24.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
1,014,900
shares
|
$21 Million
0.05% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
803,136
shares
|
$16.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
798,500
shares
|
$16.5 Million
0.04% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
686,513
shares
|
$14.2 Million
1.11% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
616,016
shares
|
$12.8 Million
0.88% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
488,992
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Added 89.99%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
440,473
shares
|
$9.12 Million
0.63% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
427,020
shares
|
$8.84 Million
1.06% of portfolio
|
Q1 2025
Reduced 36.5%
|
|
|
Melia Wealth LLC
Tulsa, OK |
May 07, 2025 Q1 2025 |
422,308
shares
|
$8.75 Million
4.86% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
414,489
shares
|
$8.58 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
403,826
shares
|
$8.36 Million
0.41% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
333,417
shares
|
$6.91 Million
0.0% of portfolio
|
Q1 2025
Added 177.12%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
318,173
shares
|
$6.59 Million
0.0% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
300,600
shares
|
$6.23 Million
0.0% of portfolio
|
Q1 2025
Added 54.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
298,623
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Added 44.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
296,877
shares
|
$6.15 Million
0.0% of portfolio
|
Q1 2025
Added 189.9%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
287,136
shares
|
$5.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
257,672
shares
|
$5.34 Million
0.0% of portfolio
|
Q1 2025
Added 246.52%
|
|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
255,400
shares
|
$5.29 Million
3.6% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
248,748
shares
|
$5.15 Million
0.01% of portfolio
|
Q1 2025
Added 142.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
236,766
shares
|
$4.9 Million
0.01% of portfolio
|
Q1 2025
Added 19.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
197,678
shares
|
$4.09 Million
0.0% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
176,597
shares
|
$3.66 Million
0.95% of portfolio
|
Q3 2023
Reduced 0.49%
|