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 383 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
12
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
12
shares
|
$3,516
0.0% of portfolio
|
Q4 2025
Added 20.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
12
shares
|
$3,516
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
11
shares
|
$3,223
0.0% of portfolio
|
Q4 2025
Added 1000.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
11
shares
|
$3,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
11
shares
|
$3,223
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$3,223
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$2,930
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
10
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8
shares
|
$2,344
0.0% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
8
shares
|
$2,344
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
5
shares
|
$1,465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5
shares
|
$1,465
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4
shares
|
$1,172
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3
shares
|
$879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3
shares
|
$879
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2
shares
|
$586
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
2
shares
|
$586
0.0% of portfolio
|
Q4 2025
Reduced 33.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|