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 193 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $708 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
|
$304 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
1,433,064
shares
|
$33.3 Million
5.16% of portfolio
|
Q1 2025
Added 75.93%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
1,166,932
shares
|
$27.1 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
|
$23.6 Million
0.05% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
803,136
shares
|
$18.7 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
|
$18.6 Million
0.04% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
702,201
shares
|
$16.3 Million
0.95% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
686,513
shares
|
$16 Million
1.11% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
488,992
shares
|
$11.4 Million
0.01% of portfolio
|
Q1 2025
Added 89.99%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
440,473
shares
|
$10.2 Million
0.63% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
427,020
shares
|
$9.93 Million
1.06% of portfolio
|
Q1 2025
Reduced 36.5%
|
|
|
Melia Wealth LLC
Tulsa, OK |
May 07, 2025 Q1 2025 |
422,308
shares
|
$9.82 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
|
$9.64 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
333,417
shares
|
$7.75 Million
0.0% of portfolio
|
Q1 2025
Added 177.12%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
318,173
shares
|
$7.4 Million
0.0% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
300,600
shares
|
$6.99 Million
0.0% of portfolio
|
Q1 2025
Added 54.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
298,623
shares
|
$6.94 Million
0.0% of portfolio
|
Q1 2025
Added 44.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
296,877
shares
|
$6.9 Million
0.0% of portfolio
|
Q1 2025
Added 189.9%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
287,136
shares
|
$6.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
266,800
shares
|
$6.2 Million
3.56% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
257,672
shares
|
$5.99 Million
0.0% of portfolio
|
Q1 2025
Added 246.52%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
248,748
shares
|
$5.78 Million
0.01% of portfolio
|
Q1 2025
Added 142.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
236,766
shares
|
$5.5 Million
0.01% of portfolio
|
Q1 2025
Added 19.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
197,678
shares
|
$4.6 Million
0.0% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
176,597
shares
|
$4.11 Million
0.95% of portfolio
|
Q3 2023
Reduced 0.49%
|