CSW IndustrialsCSW

13F holders, Q2 2025 (June 30)
369holders +12
51new positions
40sold out
5famous investors
$287.00avg. 13F price*

At the end of Q2 2025, 369 institutions reported holding CSW Industrials Inc. (CSW) in their 13F filings, up 12 from Q1 2025. 51 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($688.5M), Vanguard Group Inc. ($519.2M) and Wasatch Advisors LP ($203.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
CSW Industrials Inc.
CUSIP
126402106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 269Q1 2024Q2 2024: 301Q2 2024Q3 2024: 347Q3 2024Q4 2024: 371Q4 2024Q1 2025: 357Q1 2025Q2 2025: 369Q2 2025Q3 2025: 346Q3 2025Q4 2025: 353Q4 2025Q1 2026: 350Q1 2026Q2 2026: 355Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions51$50.5M
Exits40$33.2M

All 13F filers, Q1 2025 → Q2 2025: 746,434 shares bought and 859,772 shares sold, net −113,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 369 holders

BlackRock, Inc. 0.01% Reduce -5.6% 2,400,536 $688.5M
Vanguard Group Inc. 0.01% Reduce -0.1% 1,810,090 $519.2M
Wasatch Advisors LP 1.06% Add +20.1% 707,656 $203.0M
State Street Corp. 0.01% Reduce -0.8% 628,444 $180.3M
Conestoga Capital Advisors, LLC 2.51% Reduce -1.7% 592,771 $170.0M
Capital World Investors 0.02% Add +4.7% 582,952 $167.2M
Neuberger Berman Group LLC 0.10% Reduce -12.5% 450,429 $129.2M
Morgan Stanley 0.01% Add +1.9% 401,480 $115.2M
Geode Capital Management, LLC 0.01% Reduce -3.9% 390,180 $111.9M
Kayne Anderson Rudnick Investment Management LLC 0.21% Reduce -1.6% 311,445 $89.3M
Champlain Investment Partners, LLC 0.62% Add +11.3% 309,853 $88.9M
Dimensional Fund Advisors LP 0.02% Add +0.3% 284,744 $81.7M
First Manhattan Co. Llc. 0.23% Reduce -1.9% 280,688 $80.5M
Alliancebernstein L.P. 0.02% Reduce -3.5% 257,998 $74.0M
Congress Asset Management Co. 0.41% Add +1.3% 208,459 $59.8M
Northern Trust Corp. 0.01% Reduce -4.8% 207,707 $59.6M
Norges Bank 0.01% No change 196,641 $56.4M
T. Rowe Price Associates Inc. 0.01% Add +0.6% 190,775 $54.7M
Capital Research Global Investors 0.01% No change 180,461 $51.8M
Charles Schwab Investment Management Inc. 0.01% Add +2.0% 175,830 $50.4M
Capital International Investors 0.01% Reduce -35.5% 145,891 $41.8M
Allspring Global Investments Holdings, LLC 0.07% Add +31.4% 137,778 $40.0M
First Trust Advisors LP 0.03% Add +68.2% 131,829 $37.8M
Loomis Sayles & Co. L P 0.04% Reduce -2.3% 120,104 $34.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -2.1% 118,973 $34.1M
Invesco Ltd. 0.01% Reduce -12.1% 118,431 $34.0M
T. Rowe Price Investment Management, Inc. 0.02% Reduce -21.0% 118,090 $33.9M
Bank of New York Mellon Corp 0.01% Reduce -0.6% 115,766 $33.2M
Riverbridge Partners LLC 0.52% Add +3.8% 113,503 $32.6M
Franklin Resources Inc. 0.01% Add +0.7% 111,563 $32.0M
Bank of America Corp. 0.00% Add +3.9% 100,828 $28.9M
Alyeska Investment Group, L.P. 0.10% Add +81.8% 100,013 $28.7M
Janus Henderson Group PLC 0.01% Reduce -7.8% 93,468 $26.8M
Principal Financial Group Inc. 0.01% Add +1.0% 92,095 $26.4M
Silvercrest Asset Management Group LLC 0.18% Add +5.5% 91,762 $26.3M
Mountain Pacific Investment Advisers LLC 1.88% No change 90,336 $25.9M
Ameriprise Financial Inc. 0.01% Add +8.3% 88,348 $25.3M
DF Dent & Co. Inc. 0.31% Add +31.9% 85,040 $24.4M
Zuckerman Investment Group, LLC 2.23% Reduce -0.3% 79,887 $22.9M
Federated Hermes, Inc. 0.04% Add +7.9% 74,194 $21.3M
Raymond James Financial Inc. 0.01% Add +26.1% 70,226 $20.1M
Sei Investments Co. 0.02% Reduce -0.5% 66,584 $19.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +31.2% 66,213 $19.0M
Fred Alger Management, LLC 0.08% Add +8.9% 65,192 $18.7M
Envestnet Asset Management Inc. 0.01% Add +6.0% 64,079 $18.4M
WCM Investment Management, LLC 0.04% Reduce -1.2% 61,950 $18.0M
Natixis Advisors, LLC 0.03% Add +2.3% 60,299 $17.3M
Tributary Capital Management, LLC 1.51% Reduce -7.0% 59,460 $17.1M
Rockefeller Capital Management L.P. 0.04% Add +43.4% 57,820 $16.6M
Public Sector Pension Investment Board 0.07% Add +7.4% 57,169 $16.4M
Comerica Bank 0.06% Add +0.1% 56,130 $16.1M
Tidal Investments LLC 0.10% Add +44.3% 51,390 $14.7M
Wells Fargo & Company 0.00% Add +0.6% 51,123 $14.7M
Punch & Associates Investment Management, Inc. 0.89% Add +1.7% 49,674 $14.2M
Fiera Capital Corp 0.05% Add +1.8% 48,024 $13.8M
Legal & General Group Plc 0.00% Add +0.6% 46,037 $13.2M
Rhumbline Advisers 0.01% Add +2.3% 46,097 $13.2M
CI Investments Inc. 0.05% Reduce -0.8% 45,244 $13.0M
Jacobson & Schmitt Advisors, LLC 2.28% Add +14.8% 44,947 $12.9M
Select Equity Group, L.P. 0.05% Add +14.8% 43,841 $12.6M
JPMorgan Chase & Co. 0.00% Reduce -14.4% 40,866 $11.7M
Montanaro Asset Management Ltd 2.96% Add +14.3% 40,000 $11.5M
Nuveen, LLC 0.00% Reduce -54.4% 38,647 $11.1M
Royal Bank of Canada 0.00% Reduce -33.1% 35,690 $10.2M
Qube Research & Technologies Ltd 0.01% Add +108.4% 35,152 $10.1M
Barclays PLC 0.00% Add +44.6% 32,110 $9.2M
Swiss National Bank 0.01% Reduce -1.5% 32,049 $9.2M
UBS Group AG 0.00% Reduce -31.9% 31,558 $9.1M
CW Advisors, LLC 0.09% Reduce -2.4% 30,965 $8.9M
Harbor Capital Advisors, Inc. 0.37% Add +2.4% 30,578 $8.8M
Zimmer Partners, LP 0.20% New 30,000 $8.6M
Goldman Sachs Group Inc. 0.00% Reduce -73.5% 27,314 $7.8M
SageView Advisory Group, LLC 0.29% Add +42.9% 27,356 $7.7M
Segall Bryant & Hamill, LLC 0.10% Add +20.4% 24,821 $7.1M
Twinbeech Capital LP 0.16% New 24,789 $7.1M
Prudential Financial Inc. 0.01% Add +5.5% 17,379 $6.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -11.7% 23,643 $6.8M
Tudor Investment Corporation 0.05% New 22,445 $6.4M
Citigroup Inc. 0.00% Reduce -17.2% 21,517 $6.2M
Bragg Financial Advisors, Inc 0.22% Reduce -4.8% 21,270 $6.1M
CANADA LIFE ASSURANCE Co 0.01% Add +0.8% 20,984 $6.0M
Edgestream Partners, L.P. 0.17% Reduce -8.0% 20,905 $6.0M
LPL Financial LLC 0.00% Add +43.7% 20,547 $5.9M
Susquehanna International Group, LLP 0.01% Reduce -4.9% 20,485 $5.9M
1900 Wealth Management LLC 0.40% No change 18,272 $5.2M
Millennium Management 0.00% New 17,932 $5.1M
Teacher Retirement System of Texas 0.02% Add +9.1% 17,817 $5.1M
New York State Common Retirement Fund 0.01% Add +1.1% 17,605 $5.0M
Everett Harris & Co. 0.06% Reduce -0.4% 17,390 $5.0M
Moody Aldrich Partners LLC 0.93% Add +29.9% 16,683 $4.8M
Oppenheimer Asset Management Inc. 0.05% Reduce -1.2% 15,454 $4.4M
California State Teachers Retirement System 0.00% Reduce -0.2% 15,345 $4.4M
Thrivent Financial for Lutherans 0.01% Add +0.1% 14,744 $4.2M
Algert Global LLC 0.08% Add +76.9% 13,064 $3.7M
Beacon Pointe Advisors, LLC 0.04% Reduce -1.3% 12,784 $3.7M
Jane Street Group, LLC 0.01% New 12,781 $3.7M
Van Eck Associates Corp. 0.00% Reduce -19.2% 12,369 $3.5M
Voya Investment Management LLC 0.00% Reduce -0.8% 11,573 $3.3M
Deutsche Bank AG 0.00% Reduce -13.7% 11,490 $3.3M
FMR LLC 0.00% Reduce -80.2% 10,799 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Add +36.4% 10,335 $3.0M
Pathstone Holdings, LLC 0.01% Add +6.1% 10,108 $2.9M
Stifel Financial Corp. 0.00% Reduce -1.6% 10,094 $2.9M
State of Alaska, Department of Revenue 0.03% Add +7.4% 9,991 $2.9M
Public Employees Retirement System of Ohio 0.01% Reduce -0.0% 9,873 $2.8M
MetLife Investment Management, LLC 0.02% Reduce -0.2% 9,782 $2.8M
Corient Private Wealth LP 0.00% Reduce -2.5% 9,544 $2.7M
Nebula Research & Development LLC 0.23% Add +40.8% 9,306 $2.7M
American Century Companies Inc. 0.00% Add +110.2% 9,229 $2.6M
Illinois Municipal Retirement Fund 0.04% Add +2.3% 9,063 $2.6M
BNP Paribas Financial Markets 0.00% Add +156.0% 8,951 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.1% 8,949 $2.6M
Kensington Investment Counsel, LLC 1.06% Reduce -0.6% 8,593 $2.5M
Susquehanna Portfolio Strategies, LLC 0.05% Add +593.6% 8,406 $2.4M
Creative Planning 0.00% Reduce -2.4% 8,115 $2.3M
Walter & Keenan Wealth Management LLC /in/ 0.67% No change 8,000 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -1.3% 7,800 $2.2M
Moerus Capital Management LLC 0.95% No change 7,780 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -2.3% 7,668 $2.2M
Caxton Associates LLP 0.06% New 7,646 $2.2M
Intech Investment Management LLC 0.02% Reduce -21.4% 7,501 $2.2M
Vest Financial, LLC 0.03% Add +157.5% 6,991 $2.0M
Sit Investment Associates Inc. 0.04% No change 6,765 $1.9M
Engineers Gate Manager LP 0.02% New 6,726 $1.9M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -42.5% 6,682 $1.9M
Grace & White Inc. 0.35% No change 6,603 $1.9M
Focus Partners Wealth 0.00% Add +19.9% 6,433 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.1% 6,328 $1.8M
Yousif Capital Management, LLC 0.02% Add +0.8% 6,317 $1.8M
Van Hulzen Asset Management, LLC 0.14% Reduce -32.4% 6,005 $1.7M
Port Capital LLC 0.07% Reduce -6.3% 5,900 $1.7M
Knights of Columbus Asset Advisors LLC 0.10% Reduce -3.1% 5,661 $1.6M
AQR Capital Management 0.00% Reduce -0.3% 5,660 $1.6M
Laurus Global Equity Management Inc. 1.05% Reduce -21.6% 5,590 $1.6M
Sterling Capital Management LLC 0.02% Add +0.4% 5,467 $1.6M
Glenmede Investment Management, LP 0.01% — 5,410 $1.6M
Horizon Kinetics Asset Management LLC 0.02% No change 5,400 $1.5M
Bessemer Group Inc. 0.00% Add +16.7% 5,360 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 5,275 $1.5M
Squarepoint Ops LLC 0.00% Reduce -42.1% 5,116 $1.5M
Maryland State Retirement & Pension System 0.03% Add +0.6% 4,932 $1.4M
Arizona State Retirement System 0.01% Add +1.9% 4,896 $1.4M
Handelsbanken Fonder AB 0.01% Reduce -19.8% 4,869 $1.4M
Amalgamated Bank 0.01% Reduce -0.0% 4,781 $1.4M
King Luther Capital Management Corp. 0.01% Reduce -6.6% 4,776 $1.4M
Los Angeles Capital Management LLC 0.01% Add +14.4% 4,761 $1.4M
Victory Capital Management Inc. 0.00% Reduce -3.3% 4,640 $1.3M
Zions Bancorporation, National Association 0.07% New 4,611 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.3% 4,309 $1.2M
Cadinha & Co. LLC 0.20% No change 4,283 $1.2M
Centiva Capital, LP 0.08% New 4,224 $1.2M
Freestone Grove Partners LP 0.01% New 4,217 $1.2M
Washington Trust Advisors, Inc. 0.10% No change 4,100 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.4% 4,045 $1.2M
TD Asset Management Inc 0.00% No change 3,988 $1.1M
HighTower Advisors, LLC 0.00% Reduce -6.8% 3,983 $1.1M
DAVENPORT & Co LLC 0.01% Add +31.3% 3,967 $1.1M
Dynamic Technology Lab Private Ltd 0.15% New 3,941 $1.1M
New York State Teachers Retirement System 0.00% No change 3,900 $1.1M
Oregon Public Employees Retirement Fund 0.02% No change 3,834 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.3% 3,731 $1.1M
ProShare Advisors LLC 0.00% Reduce -7.5% 3,648 $1.0M
Summit Global Investments 0.06% New 3,602 $1.0M
HB Wealth Management, LLC 0.01% Reduce -2.1% 3,583 $1.0M
Virtu Financial LLC 0.05% New 3,504 $1.0M
KLP Kapitalforvaltning As 0.00% Reduce -10.3% 3,500 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.4% 3,423 $1.0M
Saturna Capital Corp. 0.01% Reduce -1.6% 3,395 $974K
Azzad Asset Management Inc. 0.10% Add +3.6% 3,305 $948K
U.S. Capital Wealth Advisors, LLC 0.03% No change 3,300 $947K
Orange Investment Advisors, Inc. 0.10% No change 3,212 $921K
HRT Financial LP 0.00% Add +4.1% 3,204 $919K
Renaissance Technologies 0.00% Reduce -92.9% 3,200 $918K
Sequoia Financial Advisors, LLC 0.01% Add +0.7% 3,144 $902K
PFG Investments, LLC 0.05% No change 3,100 $889K
Sovereign's Capital Management, LLC 0.46% Add +20.5% 3,013 $864K
Caldwell Sutter Capital, Inc. 0.40% Reduce -9.1% 3,012 $864K
Bank of Montreal 0.00% Add +7.5% 2,990 $858K
MML Investors Services, LLC 0.00% Add +0.1% 2,963 $850K
Farringdon Capital, Ltd. 0.28% New 2,908 $834K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,865 $822K
First National Corp. /Ma/ 0.16% No change 2,847 $817K
Amundi 0.00% Add +93400.0% 2,805 $812K
Jacobs Levy Equity Management, Inc. 0.00% New 2,770 $795K
Annandale Capital, LLC 0.14% Reduce -24.6% 2,721 $780K
Park Avenue Securities LLC 0.01% Add +1.0% 2,658 $762K
State Board of Administration of Florida Retirement System 0.00% Add +3.5% 2,618 $751K
Pictet Asset Management Holding SA 0.00% Add +2.8% 2,516 $722K
STRS Ohio 0.00% Reduce -44.4% 2,500 $717K
Atria Investments, Inc 0.01% Reduce -1.0% 2,497 $716K
Cynosure Group, LLC 0.08% Add +7.4% 2,421 $694K
US Bancorp \de 0.00% Reduce -8.4% 2,407 $690K
Avior Wealth Management, LLC 0.02% Reduce -0.1% 2,356 $676K
Gibbs Wealth Management 0.13% Add +12.3% 2,323 $666K
HMS Capital Management, LLC 0.29% Reduce -7.1% 2,249 $645K
Scott Marsh Financial, LLC 0.24% — 2,226 $638K
Argent Capital Management LLC 0.02% Add +5.6% 2,180 $625K
Mutual of America Capital Management LLC 0.01% Reduce -11.8% 2,156 $618K
Orion Porfolio Solutions, LLC 0.01% Add +1.7% 2,101 $603K
Canada Pension Plan Investment Board 0.00% Add +31.3% 2,100 $602K
Osaic Holdings, Inc. 0.00% Add +15.3% 2,096 $601K
Cibc World Markets Corp. 0.00% Reduce -46.0% 2,009 $576K
Kathleen S. Wright Associates Inc. 0.22% No change 2,000 $567K
Alps Advisors Inc. 0.00% Reduce -9.0% 1,969 $565K
Avantax Advisory Services, Inc. 0.00% Add +0.1% 1,959 $562K
Yorktown Management & Research Co Inc 0.53% Add +50.0% 1,950 $559K
Mechanics Bank Trust Department 0.08% No change 1,920 $551K
Scientech Research LLC 0.13% New 1,862 $534K
Stephens Inc. 0.01% New 1,857 $533K
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.0% 1,848 $530K
TCTC Holdings, LLC 0.02% Reduce -2.2% 1,841 $528K
Pure Financial Advisors, LLC 0.01% New 1,823 $523K
Daymark Wealth Partners, LLC 0.02% Add +0.1% 1,805 $518K
Two Sigma Investments, LP 0.00% Reduce -83.6% 1,800 $516K
Tower Research Capital LLC (TRC) 0.01% Add +1398.3% 1,798 $516K
Assetmark, Inc. 0.00% Reduce -2.7% 1,778 $510K
First National Bank of Omaha 0.03% Reduce -2.5% 1,746 $501K
Pitcairn Co. 0.03% Reduce -15.0% 1,744 $500K
Empowered Funds, LLC 0.01% New 1,719 $493K
Bailard, Inc. 0.01% No change 1,705 $489K
Janney Montgomery Scott LLC 0.00% Reduce -3.5% 1,689 $484K
Picton Mahoney Asset Management 0.01% New 1,680 $482K
Cim, LLC 0.06% Add +5.2% 1,666 $478K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.9% 1,665 $478K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.8% 1,657 $475K
Sherbrooke Park Advisers LLC 0.20% New 1,632 $468K
Man Group plc 0.00% Reduce -20.6% 1,611 $462K
Mraz, Amerine & Associates, Inc. 0.07% No change 1,600 $459K
HSBC Holdings PLC 0.00% Reduce -18.4% 1,583 $458K
State of Wisconsin Investment Board 0.00% Reduce -21.7% 1,582 $454K
Mariner, LLC 0.00% Reduce -25.6% 1,558 $447K
Aviva PLC 0.00% Reduce -24.6% 1,550 $445K
Praxis Investment Management Inc. 0.03% New 1,530 $439K
Signaturefd, LLC 0.01% Reduce -0.1% 1,511 $433K
Anderson Hoagland & Co. 0.04% No change 1,478 $424K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.2% 1,385 $397K
Marietta Wealth Management, LLC 0.05% No change 1,350 $387K
Townsquare Capital LLC 0.04% Reduce -89.1% 1,347 $386K
Crossmark Global Holdings, Inc. 0.01% Add +60.7% 1,324 $380K
Callan Family Office, LLC 0.01% New 1,299 $373K
DRW Securities, LLC 0.03% New 1,295 $372K
Two Sigma Securities, LLC 0.05% New 1,279 $367K
FORA Capital, LLC 0.04% New 1,279 $367K
Evergreen Capital Management LLC 0.01% Reduce -10.9% 1,256 $360K
Xponance LLC 0.00% Reduce -0.1% 1,252 $359K
NewEdge Advisors, LLC 0.00% Add +5.3% 1,243 $357K
Destination Wealth Management 0.01% No change 1,230 $353K
Inceptionr LLC 0.08% New 1,196 $343K
Anchor Investment Management, LLC 0.03% Reduce -0.8% 1,173 $336K
Cetera Investment Advisers 0.00% Reduce -0.9% 1,155 $331K
Portside Wealth Group, LLC 0.05% Reduce -2.2% 1,147 $329K
Ethic Inc. 0.01% Reduce -0.7% 1,126 $326K
Trust Point Inc. 0.03% Reduce -36.7% 1,127 $323K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.3% 1,116 $320K
Verition Fund Management LLC 0.00% Reduce -72.0% 1,093 $314K
Aigen Investment Management, LP 0.04% New 1,086 $311K
Cresset Asset Management, LLC 0.00% Reduce -3.2% 1,043 $299K
Russell Investments Group, Ltd. 0.00% Reduce -9.5% 1,034 $297K
&partners 0.00% Add +30.0% 1,019 $292K
SG Americas Securities, LLC 0.00% New 1,010 $290K
Sandbox Financial Partners, LLC 0.09% No change 1,000 $287K
Quantinno Capital Management LP 0.00% Add +30.3% 998 $286K
D. E. Shaw & Co. 0.00% No change 991 $284K
Perbak Capital Partners LLP 0.06% New 988 $283K
MQS Management LLC 0.16% New 987 $283K
Mackenzie Financial Corp. 0.00% New 964 $277K
Moors & Cabot, Inc. 0.01% Reduce -1.0% 951 $273K
Wealth Alliance, LLC 0.03% Add +23.0% 941 $270K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -28.5% 930 $267K
Hendershot Investments Inc. 0.03% No change 897 $257K
Sanctuary Advisors, LLC 0.00% Add +3.6% 885 $254K
New Age Alpha Advisors, LLC 0.01% Add +2.7% 881 $253K
Vident Advisory, LLC 0.00% Reduce -29.2% 867 $250K
TCI Wealth Advisors, Inc. 0.02% No change 864 $248K
Shell Asset Management Co. 0.01% Reduce -15.4% 862 $247K
Hardy Reed LLC 0.02% Add +12.4% 860 $247K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 835 $239K
Profund Advisors LLC 0.01% Add +4.7% 827 $237K
Captrust Financial Advisors 0.00% No change 815 $234K
Truist Financial Corp. 0.00% Reduce -5.1% 804 $231K
Bridges Investment Management Inc. 0.00% No change 803 $230K
Main Street Financial Solutions, LLC 0.02% No change 801 $230K
Professional Advisory Services Inc. 0.03% No change 800 $229K
Heritage Family Offices, LLP 0.11% No change 779 $226K
IFP Advisors, Inc 0.01% Reduce -62.2% 726 $225K
Vaughan David Investments LLC 0.00% No change 700 $201K
Covestor Ltd 0.09% Add +24.8% 553 $159K
Hilltop National Bank 0.04% — 548 $157K
KBC Group NV 0.00% Reduce -43.0% 479 $137K
Ensign Peak Advisors, Inc 0.00% Reduce -72.3% 470 $135K
GAMMA Investing LLC 0.01% Add +44.6% 428 $123K
Eastern Bank 0.00% No change 415 $119K
Huntington National Bank 0.00% No change 395 $113K
Fifth Third Bancorp 0.00% Reduce -13.0% 349 $100K
Archer Investment Corp 0.02% No change 300 $86K
Harbor Investment Advisory, LLC 0.01% Add +27.3% 275 $79K
Pacer Advisors, Inc. 0.00% Reduce -35.1% 272 $78K
Nisa Investment Advisors, LLC 0.00% Add +20.1% 263 $75K
GHP Investment Advisors, Inc. 0.00% No change 262 $75K
Parkside Financial Bank & Trust 0.01% Reduce -2.3% 261 $75K
First Horizon Advisors, Inc. 0.00% No change 227 $65K
Whittier Trust Co. 0.00% No change 202 $58K
Blue Trust, Inc. 0.00% Add +34.7% 194 $56K
UMB Bank, n.a. 0.00% Add +12.3% 183 $52K
Jones Financial Companies LLLP 0.00% Reduce -11.6% 175 $51K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 143 $41K
Parallel Advisors, LLC 0.00% Add +1.4% 142 $41K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -62.6% 141 $40K
Versant Capital Management, Inc 0.01% Add +9.2% 130 $37K
Danske Bank A/S 0.00% Reduce -98.1% 123 $35K
CIBC Private Wealth Group LLC 0.00% Reduce -3.2% 122 $35K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 105 $30K
Elevation Point Wealth Partners, LLC 0.00% New 95 $27K
Cwm, LLC 0.00% Add +10.7% 93 $27K
EverSource Wealth Advisors, LLC 0.00% Add +95.7% 90 $26K
Matrix Trust Co 0.00% Add +91.1% 86 $25K
Optiver Holding B.V. 0.00% New 79 $23K
Brown Brothers Harriman & Co. 0.00% Add +242.9% 72 $21K
Farther Finance Advisors, LLC 0.00% Add +7.3% 59 $17K
Park Place Capital Corp 0.00% No change 56 $16K
North Star Investment Management Corp. 0.00% Add +264.3% 51 $15K
Allworth Financial LP 0.00% Reduce -7.5% 49 $14K
Principal Securities, Inc. 0.00% Add +34.3% 47 $13K
SBI Securities Co., Ltd. 0.00% Reduce -67.6% 46 $13K
Smartleaf Asset Management LLC 0.00% Reduce -15.4% 44 $13K
Twin Peaks Wealth Advisors, LLC 0.00% New 41 $11K
Private Trust Co. NA 0.00% Add +8.6% 38 $11K
Rise Advisors, LLC 0.00% No change 35 $10K
Brooklyn Investment Group 0.00% Reduce -24.4% 31 $9K
Physician Wealth Advisors, Inc. 0.00% No change 30 $9K
MAI Capital Management 0.00% New 28 $8K
Bare Financial Services, Inc 0.00% Add +212.5% 25 $7K
Spire Wealth Management 0.00% No change 24 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 24 $7K
Dogwood Wealth Management LLC 0.00% New 23 $7K
Hollencrest Capital Management 0.00% No change 20 $6K
Arax Advisory Partners 0.00% Add +58.3% 19 $5K
Bell Investment Advisors, Inc 0.00% No change 17 $5K
Rothschild Investment LLC 0.00% Reduce -58.3% 15 $4K
Hemington Wealth Management 0.00% No change 14 $4K
High Note Wealth, LLC 0.00% New 13 $4K
Clearstead Advisors, LLC 0.00% Reduce -35.0% 13 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -23.5% 13 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 12 $3K
AdvisorNet Financial, Inc 0.00% New 12 $3K
Financial Network Wealth Advisors LLC 0.00% Reduce -8.3% 11 $3K
Kilter Group LLC 0.00% New 11 $3K
Hantz Financial Services, Inc. 0.00% Add +800.0% 9 $3K
JFS Wealth Advisors, LLC 0.00% No change 10 $3K
Farmers & Merchants Investments Inc. 0.00% No change 10 $3K
First Pacific Financial 0.00% New 9 $3K
Global Retirement Partners, LLC 0.00% — 9 $3K
Riggs Asset Managment Co. Inc. 0.00% New 6 $2K
True Wealth Design, LLC 0.00% Reduce -20.0% 4 $1K
Cape Investment Advisory, Inc. 0.00% Reduce -81.8% 4 $1K
Larson Financial Group LLC 0.00% Reduce -33.3% 4 $1K
Clearstead Trust, LLC 0.00% New 3 $861
Fortitude Family Office, LLC 0.00% New 3 $860
Creative Financial Designs Inc. 0.00% Reduce -40.0% 3 $860
Tortoise Investment Management, LLC 0.00% New 3 $860
Whittier Trust Co. of Nevada Inc. 0.00% No change 3 $860
Ancora Advisors LLC 0.00% New 3 $860
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 2 $574
NewSquare Capital LLC 0.00% New 2 $574
Ameritas Advisory Services, LLC 0.00% New 2 $574
Abound Wealth Management 0.00% No change 1 $287
Rialto Wealth Management, LLC 0.00% New 1 $287
SJS Investment Consulting Inc. 0.00% Reduce -50.0% 1 $287
DiNuzzo Private Wealth, Inc. 0.00% Reduce -66.7% 1 $287

"% of holder's portfolio" is CSW's weight in each manager's 13F, not the share of CSW Industrials Inc. the manager owns.