Capital SouthwestCSWC
13F holders, Q2 2024 (June 30)145holders +5
26new positions
21sold out
$26.09avg. 13F price*
At the end of Q2 2024, 145 institutions reported holding Capital Southwest Corp. (CSWC) in their 13F filings, up 5 from Q1 2024. 26 opened new positions and 21 sold out. The largest holders were Van Eck Associates Corp. ($27.6M), Two Sigma Advisers, LP ($19.5M) and Punch & Associates Investment Management, Inc. ($17.5M).
- Company
- Capital Southwest Corp.
- CUSIP
- 140501107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $10.7M |
| Exits | 21 | $12.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,833,902 shares bought and 1,194,995 shares sold, net +638,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Van Eck Associates Corp. | 0.04% | Add +25.0% | 1,059,217 | $27.6M |
| Two Sigma Advisers, LP | 0.04% | Add +94.0% | 748,300 | $19.5M |
| Punch & Associates Investment Management, Inc. | 1.03% | Add +0.1% | 669,838 | $17.5M |
| Sanders Morris Harris LLC | 2.75% | Reduce -0.4% | 641,469 | $16.7M |
| Zuckerman Investment Group, LLC | 1.93% | Reduce -0.4% | 640,652 | $16.7M |
| Two Sigma Investments, LP | 0.04% | Add +40.9% | 561,678 | $14.7M |
| Sound Income Strategies, LLC | 1.01% | Add +1.0% | 555,387 | $14.5M |
| Melia Wealth LLC | 5.40% | Add +2.0% | 379,365 | $9.9M |
| First Manhattan Co. Llc. | 0.03% | Reduce -3.6% | 360,046 | $9.4M |
| Invesco Ltd. | 0.00% | Add +946.3% | 344,843 | $9.0M |
| Legal & General Group Plc | 0.00% | Add +2.8% | 338,247 | $8.8M |
| Tectonic Advisors LLC | 0.53% | Add +9.2% | 280,392 | $7.3M |
| Hennion & Walsh Asset Management, Inc. | 0.31% | Reduce -2.6% | 233,219 | $6.1M |
| LPL Financial LLC | 0.00% | Add +17.9% | 181,011 | $4.7M |
| Grace & White Inc. | 0.88% | No change | 176,597 | $4.6M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -0.5% | 170,163 | $4.4M |
| Morgan Stanley | 0.00% | Reduce -14.0% | 165,174 | $4.3M |
| BlackRock Inc. | 0.00% | Add +3.4% | 163,946 | $4.3M |
| Harbor Capital Advisors, Inc. | 0.31% | Add +273.4% | 157,134 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +13.9% | 123,615 | $3.2M |
| McKinley Capital Management LLC | 0.55% | Add +0.1% | 120,509 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.8% | 114,625 | $3.0M |
| Muzinich & Co., Inc. | 2.13% | Add +36.0% | 101,955 | $2.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +4.3% | 98,762 | $2.6M |
| Confluence Investment Management LLC | 0.04% | Add +1.5% | 97,212 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.75% | Reduce -14.2% | 83,335 | $2.2M |
| Moerus Capital Management LLC | 0.77% | No change | 82,097 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.7% | 79,531 | $2.1M |
| Hudson Bay Capital Management LP | 0.02% | New | 75,215 | $2.0M |
| Barclays PLC | 0.00% | Add +51.1% | 74,820 | $2.0M |
| Marshall Wace, LLP | 0.00% | New | 74,253 | $1.9M |
| Hodges Capital Management Inc. | 0.13% | Add +0.3% | 72,626 | $1.9M |
| Argent Trust Co | 0.08% | Reduce -8.4% | 72,481 | $1.9M |
| Redmont Wealth Advisors LLC | 2.94% | Reduce -9.3% | 71,184 | $1.9M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +1.8% | 69,218 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 68,298 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.45% | New | 68,019 | $1.8M |
| Foundations Investment Advisors, LLC | 0.04% | Add +3.0% | 67,403 | $1.8M |
| Raymond James & Associates | 0.00% | Reduce -22.5% | 64,874 | $1.7M |
| Cozad Asset Management Inc. | 0.17% | Add +3.9% | 64,778 | $1.7M |
| UBS Group AG | 0.00% | Add +9.8% | 62,119 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -7.2% | 60,442 | $1.6M |
| First Dallas Securities Inc. | 0.62% | Add +1.4% | 54,223 | $1.4M |
| Wintrust Investments LLC | 0.11% | Add +23.4% | 49,550 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -11.3% | 48,983 | $1.3M |
| MML Investors Services, LLC | 0.00% | New | 45,811 | $1.2M |
| Mraz, Amerine & Associates, Inc. | 0.24% | Reduce -3.2% | 45,552 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.56% | No change | 43,228 | $1.1M |
| Jump Financial, LLC | 0.02% | Reduce -18.8% | 41,364 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.4% | 41,059 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Add +7265.9% | 39,113 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.1% | 38,259 | $998K |
| Cornerstone Wealth Management, LLC | 0.08% | Add +3.2% | 37,755 | $985K |
| Cetera Investment Advisers | 0.00% | Reduce -21.0% | 35,872 | $936K |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 33,881 | $884K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -92.9% | 31,062 | $810K |
| Quantbot Technologies LP | 0.04% | Add +80.7% | 30,880 | $806K |
| Virtus Advisers, LLC | 0.38% | Add +17.8% | 29,825 | $778K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.2% | 29,115 | $760K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.0% | 28,171 | $736K |
| Sunbelt Securities, Inc. | 0.07% | Add +0.1% | 24,401 | $637K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.3% | 22,487 | $587K |
| Aquatic Capital Management LLC | 0.02% | Add +21.1% | 22,400 | $584K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.9% | 22,374 | $584K |
| All Season Financial Advisors, Inc. | 0.51% | Reduce -5.9% | 21,442 | $559K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.2% | 20,510 | $535K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -51.0% | 18,461 | $482K |
| Samalin Investment Counsel, LLC | 0.22% | Reduce -0.8% | 18,291 | $477K |
| 1900 Wealth Management LLC | 0.04% | No change | 18,272 | $477K |
| LBMC Investment Advisors, LLC | 0.04% | New | 18,250 | $476K |
| Dearborn Partners LLC | 0.02% | Add +10.6% | 18,224 | $475K |
| Bard Associates Inc. | 0.18% | No change | 18,180 | $474K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +98.7% | 17,377 | $453K |
| Guggenheim Capital LLC | 0.00% | Add +6.9% | 17,063 | $445K |
| Corient Private Wealth LP | 0.00% | Reduce -17.2% | 16,851 | $440K |
| Pinkerton Wealth, LLC | 0.07% | New | 16,649 | $434K |
| Mariner, LLC | 0.00% | Add +2.9% | 16,602 | $433K |
| Avantax Advisory Services, Inc. | 0.00% | Add +46.5% | 16,208 | $423K |
| SMH Capital Advisors Inc. | 1.29% | Reduce -7.0% | 16,143 | $421K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 15,416 | $402K |
| Private Advisor Group, LLC | 0.00% | Add +21.7% | 14,700 | $384K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.5% | 14,608 | $381K |
| US Bancorp \de | 0.00% | Reduce -1.1% | 14,502 | $378K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 12,680 | $329K |
| Qube Research & Technologies Ltd | 0.00% | New | 12,428 | $324K |
| Prospera Financial Services Inc | 0.01% | New | 12,368 | $323K |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 12,225 | $319K |
| Jane Street Group, LLC | 0.00% | Reduce -79.8% | 12,108 | $316K |
| Independent Financial Group, LLC | 0.01% | New | 11,635 | $304K |
| Core Wealth Partners LLC | 0.21% | No change | 11,520 | $301K |
| Geode Capital Management, LLC | 0.00% | No change | 11,251 | $294K |
| Creative Planning | 0.00% | Add +4.5% | 10,709 | $279K |
| Brown Advisory Inc. | 0.00% | No change | 10,700 | $279K |
| Vident Advisory, LLC | 0.01% | New | 10,388 | $271K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,388 | $271K |
| Evergreen Capital Management LLC | 0.01% | No change | 9,866 | $257K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 9,515 | $248K |
| Focus Partners Wealth | 0.00% | No change | 8,879 | $232K |
| Inspire Advisors, LLC | 0.03% | Add +4.2% | 8,369 | $218K |
| PFG Investments, LLC | 0.02% | Add +0.7% | 8,138 | $212K |
"% of holder's portfolio" is CSWC's weight in each manager's 13F, not the share of Capital Southwest Corp. the manager owns.