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 188 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
33,762
shares
|
$702,249
0.0% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
33,741
shares
|
$701,812
0.01% of portfolio
|
Q3 2025
Added 153.14%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
32,962
shares
|
$685,609
0.0% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
32,252
shares
|
$670,841
0.0% of portfolio
|
Q3 2025
Added 25.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
30,835
shares
|
$641,368
0.0% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
28,309
shares
|
$588,827
0.05% of portfolio
|
Q3 2025
Added 58.38%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,843
shares
|
$579,134
0.0% of portfolio
|
Q3 2025
Reduced 94.9%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
26,267
shares
|
$546,353
0.01% of portfolio
|
Q3 2025
Added 84.24%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
26,186
shares
|
$544,668
0.21% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
25,580
shares
|
$532,064
0.03% of portfolio
|
Q3 2022
Reduced 1.45%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
25,547
shares
|
$531,377
0.0% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
25,309
shares
|
$526,427
0.0% of portfolio
|
Q3 2025
Reduced 23.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
25,062
shares
|
$521,289
0.0% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
24,551
shares
|
$510,660
0.01% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,441
shares
|
$466,772
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,608
shares
|
$449,446
0.48% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$416,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
19,918
shares
|
$414,294
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
19,314
shares
|
$401,731
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
19,135
shares
|
$398,008
0.02% of portfolio
|
Q3 2025
Added 21.21%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
18,272
shares
|
$380,057
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
18,250
shares
|
$379,600
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
17,039
shares
|
$354,411
0.0% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
15,837
shares
|
$329,409
0.0% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
15,577
shares
|
$324,001
0.0% of portfolio
|
Q3 2025
Added 5.3%
|
|