Institutional Ownership Csw Industrials, Inc. (CSWI)
This table provides information about the institutional ownership of Csw Industrials, Inc. (CSWI). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
60
shares
|
$17,580
0.0% of portfolio
|
Q3 2025
Reduced 35.48%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
58
shares
|
$16,994
0.0% of portfolio
|
Q3 2025
Added 52.63%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
54
shares
|
$15,822
0.0% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
51
shares
|
$14,943
0.0% of portfolio
|
Q2 2025
Added 264.29%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
51
shares
|
$14,943
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
48
shares
|
$14,064
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
45
shares
|
$13,185
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
44
shares
|
$12,892
0.0% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
39
shares
|
$11,427
0.0% of portfolio
|
Q3 2025
Reduced 30.36%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
35
shares
|
$10,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$8,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
30
shares
|
$8,790
0.0% of portfolio
|
Q2 2021
Reduced 18.92%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
28
shares
|
$8,204
0.0% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
28
shares
|
$8,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
24
shares
|
$7,032
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
24
shares
|
$7,032
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
24
shares
|
$7,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
20
shares
|
$5,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
20
shares
|
$5,860
0.0% of portfolio
|
Q4 2025
Reduced 66.67%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
18
shares
|
$5,274
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
17
shares
|
$4,981
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
17
shares
|
$4,981
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15
shares
|
$4,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
13
shares
|
$3,809
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
12
shares
|
$3,516
0.0% of portfolio
|
Q2 2024
New holding
|
|