CSWC
Capital Southwest Corp
$23.65
-0.19 (-0.80%)
At close · Jul 13
Market Cap
$1.47B
Shares
62,140,726
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.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 171
Total Value: $381,329,635
Total Shares: 17,141,473
Showing 1–100
of 175 holdings by value
· page 1 of 2
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 170 13F filersTop Holder
13.4%
of institutional value
Top 5
36.2%
of institutional value
Top 10
53.1%
of institutional value
HHI
425
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega TWO SIGMA INVESTMENTS, LP | $51,974,213 | 13.63% | 2,349,648 | Shares | Sole | 2026-05-15 | ||||
| Mega VAN ECK ASSOCIATES CORP | $24,941,648 | 6.54% | 1,127,561 | Shares | Sole | 2026-05-15 | ||||
| Mid Sound Income Strategies, LLC | $19,981,637 | 5.24% | 903,329 | Shares | Sole | 2026-04-27 | ||||
| Mega UBS Group AG | $18,893,376 | 4.95% | 854,131 | Shares | Defined | 2026-05-05 | ||||
| Small SANDERS MORRIS HARRIS LLC | $18,065,009 | 4.74% | 759,992 | Shares | Sole | 2026-07-07 | ||||
| Large Empowered Funds, LLC | $13,694,446 | 3.59% | 619,098 | Shares | Sole | 2026-05-15 | ||||
| Mid Empirical Finance, LLC | $13,689,315 | 3.59% | 618,866 | Shares | Sole | 2026-05-15 | ||||
| Small Melia Wealth LLC | $11,402,373 | 2.99% | 515,478 | Shares | Sole | 2026-05-08 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10,854,284 | 2.85% | 490,700 | Put | Other | 2026-05-15 | ||||
| Large Cetera Investment Advisers | $10,013,679 | 2.63% | 452,698 | Shares | Sole | 2026-05-13 | ||||
| Mega Legal & General Group Plc | $9,802,212 | 2.57% | 443,138 | Shares | Defined | 2026-05-08 | ||||
| Small Muzinich & Co., Inc. | $9,428,495 | 2.47% | 426,243 | Shares | Sole | 2026-04-24 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $8,912,723 | 2.34% | 402,926 | Shares | Sole | 2026-05-04 | ||||
| Small Columbus Macro, LLC | $7,914,115 | 2.08% | 357,781 | Shares | Sole | 2026-04-21 | ||||
| Mega FRANKLIN RESOURCES INC | $7,280,156 | 1.91% | 329,121 | Shares | Defined | 2026-05-13 | ||||
| Small EPIQ PARTNERS, LLC | $6,988,451 | 1.83% | 294,003 | Shares | Sole | 2026-07-07 | ||||
| Mega Sumitomo Mitsui Trust Group, Inc. | $6,299,289 | 1.65% | 284,778 | Shares | Defined | 2026-04-30 | ||||
| Mega BlackRock, Inc. | $6,115,957 | 1.60% | 276,490 | Shares | Sole | 2026-05-13 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $5,854,256 | 1.54% | 264,659 | Shares | Defined | 2026-05-14 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5,773,320 | 1.51% | 261,000 | Call | Other | 2026-05-15 | ||||
| Micro Womack Financial LLC | $5,137,923 | 1.35% | 232,275 | Shares | Sole | 2026-05-12 | ||||
| Mega LPL Financial LLC | $5,125,491 | 1.34% | 231,713 | Shares | Sole | 2026-05-06 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $4,524,601 | 1.19% | 204,548 | Shares | Sole | 2026-05-15 | ||||
| Mid Beacon Pointe Advisors, LLC | $4,352,508 | 1.14% | 196,768 | Shares | Sole | 2026-05-15 | ||||
| Large FIRST MANHATTAN CO. LLC. | $4,177,561 | 1.10% | 188,859 | Shares | Sole | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $4,070,697 | 1.07% | 184,028 | Shares | Defined | 2026-05-15 | ||||
| Small GRACE & WHITE INC /NY | $3,643,097 | 0.96% | 164,697 | Shares | Sole | 2026-04-21 | ||||
| Large VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3,258,696 | 0.85% | 147,319 | Shares | Sole | 2026-05-15 | ||||
| Mid Foundations Investment Advisors, LLC Endowment | $2,996,219 | 0.79% | 135,453 | Shares | Other | 2026-05-11 | ||||
| Small Naviter Wealth, LLC | $2,755,488 | 0.72% | 124,570 | Shares | Sole | 2026-04-10 | ||||
| Mid Hodges Capital Management Inc. | $2,439,283 | 0.64% | 110,275 | Shares | Sole | 2026-04-28 | ||||
| Small GraniteShares Advisors LLC | $2,430,855 | 0.64% | 109,894 | Shares | Sole | 2026-04-23 | ||||
| Mid Advisors Asset Management, Inc. | $2,397,808 | 0.63% | 108,400 | Shares | Sole | 2026-05-15 | ||||
| Mega AMERIPRISE FINANCIAL INC | $2,333,107 | 0.61% | 105,475 | Shares | Defined | 2026-05-15 | ||||
| Mid CONFLUENCE INVESTMENT MANAGEMENT LLC | $2,242,913 | 0.59% | 95,362 | Shares | Sole | 2026-07-01 | ||||
| Large HRT FINANCIAL LP | $2,066,361 | 0.54% | 93,416 | Shares | Defined | 2026-05-14 | ||||
| Mega NEUBERGER BERMAN GROUP LLC | $2,045,502 | 0.54% | 92,473 | Shares | Defined | 2026-05-14 | ||||
| Large Balyasny Asset Management L.P. | $2,010,884 | 0.53% | 90,908 | Shares | Sole | 2026-05-15 | ||||
| Small First Dallas Securities Inc. Broker-Dealer | $1,983,964 | 0.52% | 89,691 | Shares | Sole | 2026-04-27 | ||||
| Mid BENJAMIN EDWARDS INC | $1,951,536 | 0.51% | 88,225 | Shares | Defined | 2026-05-12 | ||||
| Mega JANE STREET GROUP, LLC | $1,746,926 | 0.46% | 78,975 | Shares | Defined | 2026-05-12 | ||||
| Small DENALI ADVISORS LLC | $1,677,735 | 0.44% | 75,847 | Shares | Sole | 2026-05-08 | ||||
| Mid B. Riley Wealth Advisors, Inc. | $1,658,551 | 0.43% | 69,775 | Shares | Sole | 2026-07-14 | ||||
| Small Truvestments Capital LLC | $1,609,141 | 0.42% | 72,746 | Shares | Sole | 2026-05-13 | ||||
| Small Legacy Capital Wealth Partners, LLC | $1,574,368 | 0.41% | 71,174 | Shares | Sole | 2026-05-15 | ||||
| Mega STATE STREET CORP | $1,527,651 | 0.40% | 69,062 | Shares | Defined | 2026-05-15 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $1,482,629 | 0.39% | 62,374 | Shares | Sole | 2026-07-08 | ||||
| Large CANADA LIFE ASSURANCE Co Insurance | $1,451,204 | 0.38% | 65,606 | Shares | Sole | 2026-05-14 | ||||
| Small Moerus Capital Management LLC | $1,364,759 | 0.36% | 61,698 | Shares | Sole | 2026-05-14 | ||||
| Small COZAD ASSET MANAGEMENT INC | $1,324,258 | 0.35% | 59,867 | Shares | Sole | 2026-05-28 | ||||
| Large Kestra Advisory Services, LLC | $1,257,831 | 0.33% | 56,864 | Shares | Sole | 2026-04-30 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $1,251,505 | 0.33% | 56,578 | Shares | Defined | 2026-05-12 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $1,234,627 | 0.32% | 55,815 | Shares | Sole | 2026-04-30 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $1,217,219 | 0.32% | 55,028 | Shares | Sole | 2026-04-27 | ||||
| Mega CITADEL ADVISORS LLC | $1,192,268 | 0.31% | 53,900 | Call | Defined | 2026-05-15 | ||||
| Small Catalyst Capital Advisors LLC | $1,083,880 | 0.28% | 49,000 | Shares | Other | 2026-05-06 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $924,040 | 0.24% | 41,774 | Shares | Defined | 2026-05-18 | ||||
| Small Symphony Financial, Ltd. Co. | $906,234 | 0.24% | 40,969 | Shares | Sole | 2026-05-01 | ||||
| Small Cornerstone Wealth Management, LLC | $897,806 | 0.24% | 40,588 | Shares | Sole | 2026-04-24 | ||||
| Small Sunbelt Securities, Inc. Broker-Dealer | $819,103 | 0.21% | 37,030 | Shares | Sole | 2026-05-18 | ||||
| Small CALDWELL SUTTER CAPITAL, INC. | $818,838 | 0.21% | 37,018 | Shares | Sole | 2026-05-06 | ||||
| Small Militia Capital Management LLC | $774,200 | 0.20% | 35,000 | Shares | Sole | 2026-05-13 | ||||
| Mega JANE STREET GROUP, LLC | $725,536 | 0.19% | 32,800 | Put | Defined | 2026-05-12 | ||||
| Large Mariner, LLC | $705,517 | 0.19% | 31,895 | Shares | Sole | 2026-05-13 | ||||
| Mid AlphaCore Capital LLC | $685,631 | 0.18% | 30,996 | Shares | Sole | 2026-05-15 | ||||
| Micro Closed-End Fund Advisors, Inc. | $676,606 | 0.18% | 30,588 | Shares | Sole | 2026-05-11 | ||||
| Large GUGGENHEIM CAPITAL LLC | $646,280 | 0.17% | 29,217 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $589,519 | 0.15% | 26,651 | Shares | Defined | 2026-05-14 | ||||
| Mega Invesco Ltd. | $582,154 | 0.15% | 26,318 | Shares | Defined | 2026-05-12 | ||||
| Small Greenland Capital Management LP | $575,120 | 0.15% | 26,000 | Shares | Sole | 2026-05-15 | ||||
| Mid Apollon Wealth Management, LLC | $545,213 | 0.14% | 24,648 | Shares | Sole | 2026-04-22 | ||||
| Small Mraz, Amerine & Associates, Inc. | $536,498 | 0.14% | 24,254 | Shares | Sole | 2026-05-05 | ||||
| Mega ROYAL BANK OF CANADA Bank | $514,798 | 0.14% | 23,273 | Shares | Defined | 2026-05-15 | ||||
| Small Samalin Investment Counsel, LLC | $506,127 | 0.13% | 22,881 | Shares | Sole | 2026-04-23 | ||||
| Small Virtus Investment Advisers, LLC | $496,903 | 0.13% | 22,464 | Shares | Other | 2026-05-14 | ||||
| Small Zuckerman Investment Group, LLC | $485,246 | 0.13% | 21,937 | Shares | Sole | 2026-05-15 | ||||
| Large CWM, LLC | $478,256 | 0.13% | 21,621 | Shares | Sole | 2026-05-14 | ||||
| Mid Brevan Howard Capital Management LP | $478,190 | 0.13% | 21,618 | Shares | Defined | 2026-05-15 | ||||
| Micro Arlington Capital Management, Inc. | $477,017 | 0.13% | 21,565 | Shares | Sole | 2026-05-01 | ||||
| Mega CITADEL ADVISORS LLC | $475,580 | 0.12% | 21,500 | Put | Defined | 2026-05-15 | ||||
| Mid CreativeOne Wealth, LLC | $460,759 | 0.12% | 20,830 | Shares | Sole | 2026-05-15 | ||||
| Small Bayshore Capital Advisors, LLC | $453,460 | 0.12% | 20,500 | Shares | Sole | 2026-04-14 | ||||
| Mid DEARBORN PARTNERS LLC | $429,570 | 0.11% | 19,420 | Shares | Sole | 2026-05-12 | ||||
| Small OXFORD ASSET MANAGEMENT LLP | $424,084 | 0.11% | 19,172 | Shares | Sole | 2026-05-15 | ||||
| Mid Purpose Unlimited Inc. | $420,280 | 0.11% | 19,000 | Shares | Sole | 2026-05-15 | ||||
| Micro Fund Advisors of America Inc/FL | $407,583 | 0.11% | 18,426 | Shares | Sole | 2026-05-13 | ||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC | $407,361 | 0.11% | 18,416 | Shares | Sole | 2026-05-15 | ||||
| Small 1900 WEALTH MANAGEMENT LLC | $404,176 | 0.11% | 18,272 | Shares | Sole | 2026-04-17 | ||||
| Small LBMC INVESTMENT ADVISORS, LLC | $403,690 | 0.11% | 18,250 | Shares | Sole | 2026-05-14 | ||||
| Mid Engineers Gate Manager LP | $389,245 | 0.10% | 17,597 | Shares | Sole | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $385,705 | 0.10% | 17,437 | Shares | Defined | 2026-05-15 | ||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $362,281 | 0.10% | 16,378 | Shares | Sole | 2026-04-21 | ||||
| Mid Belpointe Asset Management LLC | $349,518 | 0.09% | 15,801 | Shares | Sole | 2026-04-28 | ||||
| Mid Quantbot Technologies LP | $348,013 | 0.09% | 15,733 | Shares | Sole | 2026-05-13 | ||||
| Small FCG Investment Co | $327,146 | 0.09% | 13,763 | Shares | Sole | 2026-07-13 | ||||
| Mega JPMORGAN CHASE & CO | $324,942 | 0.09% | 14,690 | Shares | Other | 2026-05-13 | ||||
| Small Inspire Advisors, LLC | $323,128 | 0.08% | 14,608 | Shares | Defined | 2026-05-15 | ||||
| Mid Generali Investments CEE, investicni spolecnost, a.s. | $303,257 | 0.08% | 12,758 | Shares | Sole | 2026-07-13 | ||||
| Large US BANCORP \DE\ Bank | $303,044 | 0.08% | 13,700 | Shares | Defined | 2026-05-15 | ||||
| Small Accel Wealth Management | $297,624 | 0.08% | 12,521 | Shares | Sole | 2026-07-10 | ||||
| No holders match your search. | ||||||||||