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Equibles

CSWC

Capital Southwest Corp

Company with tickers: CSWC

CIK
17313
CUSIP
140501107
Shares Outstanding
62,140,726
13F Activity (30d)
100 filings 96 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 170
Total Value: $387,271,483
Total Shares: 17,507,756
Showing 1–100 of 174 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 170 13F filers · Δ vs Dec 31, 2025
Top Holder
13.4%
Jun 2023 → Mar 2026 · range 7.5% – 13.4%
+4.4 pts
Top 5
36.2%
Jun 2023 → Mar 2026 · range 29.1% – 38.6%
+2.3 pts
Top 10
53.1%
Jun 2023 → Mar 2026 · range 44.4% – 57.1%
+5.0 pts
HHI
425
Jun 2023 → Mar 2026 · range 289 – 430
Broadly held +89

Quarterly Activity

vs Dec 31, 2025
New
32
Increased
54
Decreased
49
Sold Out
26
Unchanged
35
Holder count: +6
Institutional value: +14.3%
Shares held: +14.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega TWO SIGMA INVESTMENTS, LP +1,300,266 2,349,648
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP +574,400 751,700
Mega AMERIPRISE FINANCIAL INC +85,369 105,475
Large Balyasny Asset Management L.P. +77,498 90,908
Mega FRANKLIN RESOURCES INC +66,822 329,121

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega VAN ECK ASSOCIATES CORP −252,755 1,127,561
Mega BlackRock, Inc. −145,767 276,490
Micro Closed-End Fund Advisors, Inc. −83,143 30,588
Micro SMH CAPITAL ADVISORS INC −76,671 1,733
Mega ROYAL BANK OF CANADA −56,283 23,273

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small SANDERS MORRIS HARRIS LLC 1,111,173 $24,579,146
Large Empowered Funds, LLC 619,098 $13,694,446
Mid Empirical Finance, LLC 618,866 $13,689,315
Small Truvestments Capital LLC 72,746 $1,609,141
Mega BNP PARIBAS ARBITRAGE, SA 56,578 $1,251,505

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large TWO SIGMA ADVISERS, LP 1,062,917 $23,543,611
Mega GOLDMAN SACHS GROUP INC 229,086 $5,074,254
Large Connor, Clark & Lunn Investment Management Ltd. 188,921 $4,184,600
Mega BARCLAYS PLC 97,739 $2,164,918
Small FJ Capital Management LLC 92,685 $2,052,972
Filter: New 32 Increased 54 Reduced 49 Sold out 26 Unchanged 35
Showing 100 of 174
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega TWO SIGMA INVESTMENTS, LP $51,974,213 13.42% 2,349,648
Mega VAN ECK ASSOCIATES CORP $24,941,648 6.44% 1,127,561
Small SANDERS MORRIS HARRIS LLC $24,579,146 6.35% 1,111,173
Mid Sound Income Strategies, LLC $19,981,637 5.16% 903,329
Mega UBS Group AG $18,893,376 4.88% 854,131
Large Empowered Funds, LLC $13,694,446 3.54% 619,098
Mid Empirical Finance, LLC $13,689,315 3.53% 618,866
Small Melia Wealth LLC $11,402,373 2.94% 515,478
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $10,854,284 2.80% 490,700
Large Cetera Investment Advisers $10,013,679 2.59% 452,698
Mega Legal & General Group Plc $9,802,212 2.53% 443,138
Small Muzinich & Co., Inc. $9,428,495 2.43% 426,243
Mega ENVESTNET ASSET MANAGEMENT INC $8,912,723 2.30% 402,926
Small Columbus Macro, LLC $7,914,115 2.04% 357,781
Mega FRANKLIN RESOURCES INC $7,280,156 1.88% 329,121
Small EPIQ PARTNERS, LLC $6,908,651 1.78% 312,326
Mega Sumitomo Mitsui Trust Group, Inc. $6,299,289 1.63% 284,778
Mega BlackRock, Inc. $6,115,957 1.58% 276,490
Mega RAYMOND JAMES FINANCIAL INC $5,854,256 1.51% 264,659
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,773,320 1.49% 261,000
Micro Womack Financial LLC $5,137,923 1.33% 232,275
Mega LPL Financial LLC $5,125,491 1.32% 231,713
Mega MILLENNIUM MANAGEMENT LLC $4,524,601 1.17% 204,548
Mid Beacon Pointe Advisors, LLC $4,352,508 1.12% 196,768
Large FIRST MANHATTAN CO. LLC. $4,177,561 1.08% 188,859
Mega MORGAN STANLEY $4,070,697 1.05% 184,028
Small GRACE & WHITE INC /NY $3,643,097 0.94% 164,697
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $3,258,696 0.84% 147,319
Mid Foundations Investment Advisors, LLC Endowment $2,996,219 0.77% 135,453
Small Naviter Wealth, LLC $2,755,488 0.71% 124,570
Mid Hodges Capital Management Inc. $2,439,283 0.63% 110,275
Small GraniteShares Advisors LLC $2,430,855 0.63% 109,894
Mid Advisors Asset Management, Inc. $2,397,808 0.62% 108,400
Mega AMERIPRISE FINANCIAL INC $2,333,107 0.60% 105,475
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $2,108,898 0.54% 95,339
Large HRT FINANCIAL LP $2,066,361 0.53% 93,416
Mega NEUBERGER BERMAN GROUP LLC $2,045,502 0.53% 92,473
Large Balyasny Asset Management L.P. $2,010,884 0.52% 90,908
Small First Dallas Securities Inc. Broker-Dealer $1,983,964 0.51% 89,691
Mid BENJAMIN EDWARDS INC $1,951,536 0.50% 88,225
Mega JANE STREET GROUP, LLC $1,746,926 0.45% 78,975
Small DENALI ADVISORS LLC $1,677,735 0.43% 75,847
Small Truvestments Capital LLC $1,609,141 0.42% 72,746
Small Legacy Capital Wealth Partners, LLC $1,574,368 0.41% 71,174
Mid B. Riley Wealth Advisors, Inc. $1,543,091 0.40% 69,760
Mega STATE STREET CORP $1,527,651 0.39% 69,062
Large CANADA LIFE ASSURANCE Co Insurance $1,451,204 0.37% 65,606
Mid Hennion & Walsh Asset Management, Inc. $1,410,039 0.36% 63,745
Small Moerus Capital Management LLC $1,364,759 0.35% 61,698
Small COZAD ASSET MANAGEMENT INC $1,324,258 0.34% 59,867
Large Kestra Advisory Services, LLC $1,257,831 0.32% 56,864
Mega BNP PARIBAS ARBITRAGE, SA $1,251,505 0.32% 56,578
Large Cambridge Investment Research Advisors, Inc. $1,234,627 0.32% 55,815
Large COMMONWEALTH EQUITY SERVICES, LLC $1,217,219 0.31% 55,028
Mega CITADEL ADVISORS LLC $1,192,268 0.31% 53,900
Small Catalyst Capital Advisors LLC $1,083,880 0.28% 49,000
Mega BANK OF AMERICA CORP /DE/ Bank $924,040 0.24% 41,774
Small Symphony Financial, Ltd. Co. $906,234 0.23% 40,969
Small Cornerstone Wealth Management, LLC $897,806 0.23% 40,588
Small Sunbelt Securities, Inc. Broker-Dealer $819,103 0.21% 37,030
Small CALDWELL SUTTER CAPITAL, INC. $818,838 0.21% 37,018
Small Militia Capital Management LLC $774,200 0.20% 35,000
Mega JANE STREET GROUP, LLC $725,536 0.19% 32,800
Large Mariner, LLC $705,517 0.18% 31,895
Mid AlphaCore Capital LLC $685,631 0.18% 30,996
Micro Closed-End Fund Advisors, Inc. $676,606 0.17% 30,588
Large GUGGENHEIM CAPITAL LLC $646,280 0.17% 29,217
Mega NORTHERN TRUST CORP Bank $589,519 0.15% 26,651
Mega Invesco Ltd. $582,154 0.15% 26,318
Small Greenland Capital Management LP $575,120 0.15% 26,000
Mid Apollon Wealth Management, LLC $545,213 0.14% 24,648
Small Mraz, Amerine & Associates, Inc. $536,498 0.14% 24,254
Mega ROYAL BANK OF CANADA Bank $514,798 0.13% 23,273
Small Samalin Investment Counsel, LLC $506,127 0.13% 22,881
Small Virtus Investment Advisers, LLC $496,903 0.13% 22,464
Small Zuckerman Investment Group, LLC $485,246 0.13% 21,937
Large CWM, LLC $478,256 0.12% 21,621
Mid Brevan Howard Capital Management LP $478,190 0.12% 21,618
Micro Arlington Capital Management, Inc. $477,017 0.12% 21,565
Mega CITADEL ADVISORS LLC $475,580 0.12% 21,500
Mid CreativeOne Wealth, LLC $460,759 0.12% 20,830
Small Bayshore Capital Advisors, LLC $453,460 0.12% 20,500
Mid DEARBORN PARTNERS LLC $429,570 0.11% 19,420
Small OXFORD ASSET MANAGEMENT LLP $424,084 0.11% 19,172
Mid Purpose Unlimited Inc. $420,280 0.11% 19,000
Micro Fund Advisors of America Inc/FL $407,583 0.11% 18,426
Mid INDEPENDENT FINANCIAL GROUP, LLC $407,361 0.11% 18,416
Small 1900 WEALTH MANAGEMENT LLC $404,176 0.10% 18,272
Small LBMC INVESTMENT ADVISORS, LLC $403,690 0.10% 18,250
Mid Engineers Gate Manager LP $389,245 0.10% 17,597
Large OSAIC HOLDINGS, INC. $385,705 0.10% 17,437
Mid WEDBUSH SECURITIES INC Broker-Dealer $362,281 0.09% 16,378
Mid Belpointe Asset Management LLC $349,518 0.09% 15,801
Mid Quantbot Technologies LP $348,013 0.09% 15,733
Mega JPMORGAN CHASE & CO $324,942 0.08% 14,690
Small Inspire Advisors, LLC $323,128 0.08% 14,608
Large US BANCORP \DE\ Bank $303,044 0.08% 13,700
Mid XTX Topco Ltd $294,483 0.08% 13,313
Mid OCCUDO QUANTITATIVE STRATEGIES LP $284,839 0.07% 12,877
Small Generali Investments CEE, investicni spolecnost, a.s. $282,206 0.07% 12,758

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