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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
163,946
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
159,798
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
153,470
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Added 98.19%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
148,565
shares
|
$3.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Muzinich & Co., Inc.
New York, NY |
May 05, 2025 Q1 2025 |
137,371
shares
|
$2.84 Million
1.85% of portfolio
|
Q1 2025
Added 24.41%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
134,178
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 30.42%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
129,273
shares
|
$2.68 Million
0.13% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,650
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
122,481
shares
|
$2.54 Million
2.95% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
120,509
shares
|
$2.5 Million
0.56% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
117,543
shares
|
$2.43 Million
0.02% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
116,404
shares
|
$2.41 Million
0.3% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,185
shares
|
$2.24 Million
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
106,671
shares
|
$2.21 Million
0.05% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
101,522
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
92,019
shares
|
$1.91 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hodges Capital Management Inc.
|
May 15, 2025 Q1 2025 |
91,760
shares
|
$1.9 Million
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
90,651
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
87,696
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
84,780
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
81,753
shares
|
$1.69 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
81,291
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2023
Added 36.3%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
80,816
shares
|
$1.67 Million
0.08% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
77,540
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Moerus Capital Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
73,983
shares
|
$1.53 Million
0.77% of portfolio
|
Q4 2024
Reduced 9.88%
|