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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,133
shares
|
$235,592
0.0% of portfolio
|
Q1 2025
Reduced 53.41%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,070
shares
|
$234,127
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,912
shares
|
$230,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
9,859
shares
|
$229,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
9,800
shares
|
$227,850
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
9,750
shares
|
$226,687
0.01% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,679
shares
|
$225,036
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
9,388
shares
|
$218,271
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,339
shares
|
$217,131
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,880
shares
|
$183,210
0.0% of portfolio
|
Q1 2025
Reduced 71.88%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,875
shares
|
$159,843
0.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
5,000
shares
|
$116,250
0.01% of portfolio
|
Q3 2023
Added 36.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4,809
shares
|
$111,809
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,185
shares
|
$97,301
0.0% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,000
shares
|
$93,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,698
shares
|
$85,978
0.0% of portfolio
|
Q2 2025
Added 786.81%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,994
shares
|
$69,610
0.0% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,963
shares
|
$68,889
0.0% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,659
shares
|
$61,821
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,616
shares
|
$60,822
0.0% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,483
shares
|
$57,729
0.0% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,401
shares
|
$55,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,359
shares
|
$54,846
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,315
shares
|
$53,823
0.0% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
2,136
shares
|
$49,662
0.0% of portfolio
|
Q2 2020
New holding
|