Sumitomo Mitsui Trust Group, Inc.

Position in CSWC — Capital Southwest Corp

CIK 1475365 CHIYODA-KU, TOKYO, M0

Position in CSWC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$6,935,563

+$636,274 QoQ

Shares Held

291,778

+2.5% QoQ

Ownership

0.458%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#19

of 190 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sumitomo Mitsui Trust Group, Inc. holds $1,549,546,727 across 44 Asset Management names. CSWC ranks #25 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	332,181	$319,411,962
2	BX	Blackstone Inc.	1,575,095	$185,341,428
3	KKR	KKR & Co. Inc.	1,307,078	$119,963,618
4	APO	Apollo Global Management, Inc.	907,330	$107,346,212
5	STT	State Street Corp	610,375	$103,519,600
6	AMP	Ameriprise Financial Inc	212,177	$97,338,320
7	TROW	Price T Rowe Group Inc	606,763	$68,982,885
8	NTRS	Northern Trust Corp	382,089	$66,422,351

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,935,563	291,778	+2.5%	Shares	Defined	2026-07-30
2026-03-31	$6,299,289	284,778	0.0%	Shares	Defined	2026-04-30
2025-12-31	$6,307,832	284,778	+29.4%	Shares	Defined	2026-01-23
2025-09-30	$4,810,773	220,072	+27.5%	Shares	Defined	2025-10-27
2025-06-30	$3,804,037	172,597	+28.6%	Shares	Defined	2025-07-31
2025-03-31	$2,994,852	134,178	+30.4%	Shares	Defined	2025-04-25
2024-12-31	$2,244,819	102,879	0.0%	Shares	Defined	2025-01-28
2024-09-30	$2,601,809	102,879	+4.2%	Shares	Defined	2024-11-05
2024-06-30	$2,576,700	98,762	+4.3%	Shares	Defined	2024-07-19
2024-03-31	$2,363,736	94,701	+31.9%	Shares	Defined	2024-04-19
2023-12-31	$1,701,328	71,786	+120.4%	Shares	Defined	2024-01-30
2023-09-30	$745,784	32,567	+52.3%	Shares	Defined	2023-10-30
2023-06-30	$421,731	21,386	—	Shares	Defined	2023-07-31
No filing history on record for this holder in this stock.