Capital SouthwestCSWC
13F holders, Q1 2024 (March 31)140holders
2famous investors
$24.94avg. 13F price*
At the end of Q1 2024, 140 institutions reported holding Capital Southwest Corp. (CSWC) in their 13F filings. The largest holders were Van Eck Associates Corp. ($21.1M), Punch & Associates Investment Management, Inc. ($16.7M) and Sanders Morris Harris LLC ($16.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Capital Southwest Corp.
- CUSIP
- 140501107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $33.0M |
| Exits | 24 | $15.0M |
Ownership 140 holders
| Van Eck Associates Corp. | 0.03% | Add +15.8% | 847,225 | $21.1M |
| Punch & Associates Investment Management, Inc. | 0.96% | Reduce -14.4% | 669,313 | $16.7M |
| Sanders Morris Harris LLC | 2.95% | New | 644,206 | $16.1M |
| Zuckerman Investment Group, LLC | 1.85% | Add +4.9% | 643,120 | $16.1M |
| Sound Income Strategies, LLC | 1.02% | Add +3.3% | 549,655 | $13.7M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +7.9% | 437,389 | $10.9M |
| Two Sigma Investments, LP | 0.03% | Add +5.2% | 398,721 | $10.0M |
| Two Sigma Advisers, LP | 0.02% | Add +9.8% | 385,800 | $9.6M |
| First Manhattan Co. Llc. | 0.03% | Reduce -0.8% | 373,325 | $9.3M |
| Melia Wealth LLC | 5.22% | Reduce -45.5% | 372,073 | $9.3M |
| Legal & General Group Plc | 0.00% | Add +6.5% | 329,008 | $8.2M |
| Tectonic Advisors LLC | 0.49% | Add +6.1% | 256,698 | $6.4M |
| Hennion & Walsh Asset Management, Inc. | 0.32% | Reduce -3.2% | 239,376 | $6.0M |
| Morgan Stanley | 0.00% | Add +114.9% | 192,118 | $4.8M |
| Grace & White Inc. | 0.80% | No change | 176,597 | $4.4M |
| Advisors Asset Management, Inc. | 0.08% | Add +4.8% | 171,087 | $4.3M |
| BlackRock Inc. | 0.00% | Reduce -17.0% | 158,635 | $4.0M |
| LPL Financial LLC | 0.00% | Add +5.6% | 153,500 | $3.8M |
| McKinley Capital Management LLC | 0.36% | Reduce -1.7% | 120,451 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.5% | 117,920 | $2.9M |
| Citadel Advisors | 0.00% | Add +43.8% | 117,745 | $2.9M |
| Franklin Resources Inc. | 0.00% | New | 108,560 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.9% | 100,278 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.84% | Add +3.3% | 97,160 | $2.4M |
| Confluence Investment Management LLC | 0.03% | Reduce -0.3% | 95,774 | $2.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +31.9% | 94,701 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -19.3% | 83,736 | $2.1M |
| FJ Capital Management LLC | 0.21% | New | 82,205 | $2.1M |
| Moerus Capital Management LLC | 0.64% | Reduce -14.2% | 82,097 | $2.0M |
| Argent Trust Co | 0.09% | Add +15.4% | 79,124 | $2.0M |
| Redmont Wealth Advisors LLC | 2.73% | Reduce -1.8% | 78,460 | $2.0M |
| Millennium Management | 0.00% | Reduce -22.4% | 76,666 | $1.9M |
| Hodges Capital Management Inc. | 0.11% | Add +7.1% | 72,376 | $1.8M |
| Muzinich & Co., Inc. | 1.54% | No change | 74,979 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +55.2% | 70,201 | $1.8M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | New | 67,965 | $1.7M |
| Foundations Investment Advisors, LLC | 0.04% | Add +20.0% | 65,453 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 65,138 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 63,500 | $1.6M |
| Cozad Asset Management Inc. | 0.16% | New | 62,370 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 60,059 | $1.5M |
| UBS Group AG | 0.00% | Add +19.9% | 56,591 | $1.4M |
| First Dallas Securities Inc. | 0.61% | Add +7.3% | 53,448 | $1.3M |
| Jump Financial, LLC | 0.03% | Add +2.5% | 50,963 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +1.7% | 55,254 | $1.3M |
| Barclays PLC | 0.00% | Add +7598.6% | 49,502 | $1.2M |
| Mraz, Amerine & Associates, Inc. | 0.22% | Reduce -5.8% | 47,044 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +29.0% | 45,396 | $1.1M |
| HRT Financial LP | 0.01% | Add +182.3% | 45,145 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 43,864 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.52% | No change | 43,228 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +16.6% | 42,981 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.14% | New | 42,083 | $1.1M |
| Wintrust Investments LLC | 0.09% | New | 40,150 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.9% | 39,899 | $996K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 37,647 | $940K |
| Wells Fargo & Company | 0.00% | Reduce -20.7% | 37,570 | $938K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +9.5% | 36,600 | $914K |
| Trexquant Investment LP | 0.02% | New | 33,855 | $845K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.6% | 33,160 | $828K |
| Invesco Ltd. | 0.00% | Reduce -91.3% | 32,959 | $823K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -23.9% | 27,606 | $689K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.4% | 25,419 | $634K |
| Virtus Advisers, LLC | 0.34% | Add +31.6% | 25,319 | $632K |
| Sunbelt Securities, Inc. | 0.07% | Add +25.5% | 24,389 | $609K |
| All Season Financial Advisors, Inc. | 0.47% | Reduce -20.7% | 22,788 | $569K |
| Raymond James Trust N.A. | 0.01% | Add +30.1% | 22,544 | $563K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.2% | 20,473 | $511K |
| Corient Private Wealth LP | 0.00% | Reduce -18.6% | 20,342 | $508K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +51.0% | 18,546 | $463K |
| Aquatic Capital Management LLC | 0.02% | Add +3.4% | 18,500 | $462K |
| Samalin Investment Counsel, LLC | 0.22% | Add +10.8% | 18,435 | $460K |
| 1900 Wealth Management LLC | 0.04% | No change | 18,272 | $456K |
| Bard Associates Inc. | 0.16% | Reduce -1.8% | 18,180 | $454K |
| SMH Capital Advisors Inc. | 2.79% | Add +2.4% | 17,348 | $433K |
| Quantbot Technologies LP | 0.02% | Reduce -35.1% | 17,090 | $427K |
| Dearborn Partners LLC | 0.02% | New | 16,483 | $411K |
| Mariner, LLC | 0.00% | Add +2.0% | 16,131 | $403K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 15,972 | $399K |
| Guggenheim Capital LLC | 0.00% | Add +37.8% | 15,965 | $398K |
| US Bancorp \de | 0.00% | Reduce -1.1% | 14,664 | $366K |
| Susquehanna International Group, LLP | 0.00% | New | 14,167 | $354K |
| SG Americas Securities, LLC | 0.00% | New | 14,079 | $351K |
| Bank of America Corp. | 0.00% | Add +101.2% | 12,889 | $322K |
| Private Advisor Group, LLC | 0.00% | Add +22.3% | 12,075 | $301K |
| HighTower Advisors, LLC | 0.00% | Reduce -62.7% | 12,052 | $300K |
| Core Wealth Partners LLC | 0.22% | No change | 11,520 | $288K |
| Geode Capital Management, LLC | 0.00% | No change | 11,251 | $281K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.8% | 11,061 | $276K |
| Squarepoint Ops LLC | 0.00% | Reduce -4.8% | 10,983 | $274K |
| Brown Advisory Inc. | 0.00% | No change | 10,700 | $267K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +2.4% | 10,695 | $267K |
| Good Life Advisors, LLC | 0.02% | Reduce -6.4% | 10,557 | $263K |
| Creative Planning | 0.00% | Add +3.5% | 10,245 | $256K |
| Evergreen Capital Management LLC | 0.01% | No change | 9,866 | $246K |
| Focus Partners Wealth | 0.00% | Reduce -2.7% | 8,879 | $222K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,746 | $218K |
| PFG Investments, LLC | 0.01% | New | 8,078 | $202K |
| Inspire Advisors, LLC | 0.03% | Reduce -6.2% | 8,031 | $200K |
| Benjamin Edwards Inc. | 0.04% | New | 7,753 | $194K |
| Comerica Bank | 0.00% | No change | 7,115 | $178K |
| Glass Jacobson Investment Advisors llc | 0.07% | New | 6,975 | $174K |
| JPMorgan Chase & Co. | 0.00% | Add +50.7% | 6,500 | $162K |
| Hollencrest Capital Management | 0.01% | Add +4.7% | 5,881 | $147K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 5,000 | $125K |
| Parallel Advisors, LLC | 0.00% | Add +2.7% | 4,982 | $124K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +228.8% | 3,594 | $90K |
| Signaturefd, LLC | 0.00% | Add +2.9% | 2,637 | $66K |
| Capital Analysts, LLC | 0.00% | No change | 2,484 | $62K |
| TCTC Holdings, LLC | 0.00% | No change | 2,136 | $53K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,050 | $51K |
| Larson Financial Group LLC | 0.00% | Add +101.7% | 2,017 | $50K |
| USA Financial Formulas | 0.01% | Reduce -4.2% | 1,908 | $48K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,550 | $38K |
| EntryPoint Capital, LLC | 0.02% | New | 1,112 | $28K |
| Cwm, LLC | 0.00% | Add +6.0% | 1,084 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 600 | $15K |
| Geneos Wealth Management Inc. | 0.00% | New | 600 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -49.0% | 531 | $13K |
| Raleigh Capital Management Inc. | 0.01% | New | 500 | $12K |
| Quadrant Capital Group LLC | 0.00% | No change | 456 | $11K |
| Beacon Capital Management, LLC | 0.00% | New | 397 | $10K |
| Tompkins Financial Corp. | 0.00% | No change | 355 | $9K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 304 | $8K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 230 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 205 | $5K |
| nVerses Capital, LLC | 0.01% | New | 200 | $5K |
| Gen-Wealth Partners Inc | 0.00% | — | 190 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 82 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 70 | $2K |
| Blue Trust, Inc. | 0.00% | Add +1500.0% | 64 | $2K |
| Abound Wealth Management | 0.00% | No change | 57 | $1K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -33.3% | 44 | $1K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +3.9% | 27 | $675 |
| NBT Bank, N.A. | 0.00% | Add +3.9% | 27 | $670 |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | No change | 20 | $500 |
| Principal Securities, Inc. | 0.00% | New | 14 | $349 |
| Lindbrook Capital, LLC | 0.00% | New | 13 | $324 |
| Huntington National Bank | 0.00% | No change | 2 | $50 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $25 |
"% of holder's portfolio" is CSWC's weight in each manager's 13F, not the share of Capital Southwest Corp. the manager owns.