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 186 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
194,735
shares
|
$4.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
167,897
shares
|
$3.49 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
163,946
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
130,384
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
130,052
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 75.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,650
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
123,826
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Added 115.59%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
122,635
shares
|
$2.55 Million
0.05% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
122,481
shares
|
$2.55 Million
2.95% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
120,509
shares
|
$2.51 Million
0.56% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,185
shares
|
$2.25 Million
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
105,692
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
102,757
shares
|
$2.14 Million
0.27% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
101,641
shares
|
$2.11 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
97,033
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
93,701
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
90,512
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
89,430
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
88,930
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Added 114.92%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
87,806
shares
|
$1.83 Million
0.23% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
84,031
shares
|
$1.75 Million
0.71% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
83,810
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2025
Reduced 3.29%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
81,291
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2023
Added 36.3%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
76,522
shares
|
$1.59 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Smh Capital Advisors Inc
|
Nov 12, 2025 Q3 2025 |
76,509
shares
|
$1.59 Million
6.47% of portfolio
|
Q3 2025
Added 69.21%
|
|