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 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
7,237
shares
|
$150,529
0.01% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,006
shares
|
$145,724
0.0% of portfolio
|
Q3 2025
Reduced 42.57%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
5,500
shares
|
$114,400
0.06% of portfolio
|
Q3 2025
Added 120.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,275
shares
|
$109,720
0.0% of portfolio
|
Q3 2025
Added 42.64%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,163
shares
|
$107,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
4,809
shares
|
$100,027
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,626
shares
|
$96,220
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,300
shares
|
$89,440
0.01% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,185
shares
|
$87,048
0.0% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,080
shares
|
$84,864
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,524
shares
|
$73,299
0.0% of portfolio
|
Q3 2025
Added 32.53%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,500
shares
|
$72,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,055
shares
|
$63,544
0.0% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,754
shares
|
$57,283
0.0% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,648
shares
|
$55,078
0.0% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,628
shares
|
$54,662
0.0% of portfolio
|
Q2 2025
Added 1214.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,483
shares
|
$51,646
0.0% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
2,312
shares
|
$48,089
0.0% of portfolio
|
Q3 2025
Reduced 97.84%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
2,237
shares
|
$46,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
2,136
shares
|
$44,428
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,135
shares
|
$44,408
0.0% of portfolio
|
Q2 2025
Added 58.5%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,930
shares
|
$40,144
0.0% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,566
shares
|
$32,572
0.0% of portfolio
|
Q4 2024
Reduced 84.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,551
shares
|
$32,260
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,418
shares
|
$29,494
0.0% of portfolio
|
Q3 2025
New holding
|
|