Capital SouthwestCSWC
13F holders, Q2 2025 (June 30)177holders +2
29new positions
27sold out
5famous investors
$24.55avg. 13F price*
At the end of Q2 2025, 177 institutions reported holding Capital Southwest Corp. (CSWC) in their 13F filings, up 2 from Q1 2025. 29 opened new positions and 27 sold out. The largest holders were Union Bancaire Privee, UBP SA ($45.1M), Sanders Morris Harris LLC ($30.6M) and Van Eck Associates Corp. ($29.7M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Capital Southwest Corp.
- CUSIP
- 140501107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $18.7M |
| Exits | 27 | $31.4M |
All 13F filers, Q1 2025 → Q2 2025: 3,360,040 shares bought and 2,786,734 shares sold, net +573,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Union Bancaire Privee, UBP SA | 0.66% | Add +5.1% | 14,349 | $45.1M |
| Sanders Morris Harris LLC | 7.32% | Reduce -3.0% | 1,390,339 | $30.6M |
| Van Eck Associates Corp. | 0.03% | Add +15.5% | 1,347,300 | $29.7M |
| Two Sigma Advisers, LP | 0.04% | Reduce -3.1% | 983,500 | $21.7M |
| UBS Group AG | 0.00% | Add +163.8% | 783,060 | $17.3M |
| Two Sigma Investments, LP | 0.03% | Reduce -4.7% | 761,221 | $16.8M |
| Sound Income Strategies, LLC | 0.89% | Add +14.0% | 702,201 | $15.5M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -32.0% | 546,280 | $12.0M |
| Millennium Management | 0.01% | Add +7.7% | 526,734 | $11.6M |
| Tectonic Advisors LLC | 0.67% | Add +18.4% | 521,686 | $11.5M |
| Melia Wealth LLC | 4.91% | Add +10.1% | 464,973 | $10.2M |
| Zuckerman Investment Group, LLC | 0.99% | Add +7.8% | 460,375 | $10.1M |
| Citadel Advisors | 0.01% | Add +22.7% | 409,241 | $9.0M |
| Cetera Investment Advisers | 0.01% | Add +402.8% | 361,722 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +639.7% | 335,718 | $7.4M |
| Legal & General Group Plc | 0.00% | Add +4.6% | 332,746 | $7.3M |
| BlackRock, Inc. | 0.00% | Add +22.5% | 320,720 | $7.1M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 290,762 | $6.4M |
| Columbus Macro, LLC | 0.78% | New | 290,704 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.7% | 286,597 | $6.3M |
| Epiq Partners, LLC | 3.13% | Add +4.5% | 266,800 | $5.9M |
| First Manhattan Co. Llc. | 0.02% | Reduce -9.8% | 258,986 | $5.7M |
| HRT Financial LP | 0.02% | Add +176.0% | 242,080 | $5.3M |
| Morgan Stanley | 0.00% | Add +42.3% | 227,396 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -45.4% | 226,212 | $5.0M |
| Muzinich & Co., Inc. | 2.27% | Add +64.4% | 225,790 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.4% | 212,781 | $4.7M |
| LPL Financial LLC | 0.00% | Add +4.0% | 205,640 | $4.5M |
| Womack Financial LLC | 3.66% | Add +5.3% | 199,323 | $4.4M |
| Grace & White Inc. | 0.71% | Reduce -1.1% | 174,597 | $3.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +28.6% | 172,597 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +115.6% | 149,055 | $3.3M |
| Marshall Wace, LLP | 0.00% | Reduce -40.8% | 147,162 | $3.2M |
| Argent Trust Co | 0.10% | Add +52.6% | 123,348 | $2.7M |
| Foundations Investment Advisors, LLC | 0.04% | Add +10.8% | 118,196 | $2.6M |
| Denali Advisors LLC | 0.26% | Reduce -2.2% | 113,850 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -24.3% | 112,511 | $2.5M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +98.5% | 107,201 | $2.4M |
| Hodges Capital Management Inc. | 0.22% | Add +15.6% | 106,045 | $2.3M |
| Confluence Investment Management LLC | 0.03% | Add +0.6% | 102,107 | $2.3M |
| Naviter Wealth, LLC | 0.27% | Add +22.4% | 100,105 | $2.2M |
| CreativeOne Wealth, LLC | 0.06% | Add +7.5% | 98,874 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -0.2% | 92,163 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +3.5% | 87,765 | $1.9M |
| Voloridge Investment Management, LLC | 0.01% | Add +22.7% | 80,641 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 79,788 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -38.5% | 79,511 | $1.8M |
| Point72 Asset Management | 0.00% | New | 78,808 | $1.7M |
| First Dallas Securities Inc. | 0.67% | Add +7.2% | 77,102 | $1.7M |
| Sovereign's Capital Management, LLC | 0.91% | Add +9.5% | 77,048 | $1.7M |
| Quantbot Technologies LP | 0.04% | Add +22.7% | 75,546 | $1.7M |
| Moerus Capital Management LLC | 0.70% | No change | 73,983 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -23.3% | 69,501 | $1.5M |
| Redmont Wealth Advisors LLC | 2.19% | Add +26.6% | 67,865 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -43.6% | 66,243 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.2% | 63,474 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.30% | Reduce -2.0% | 59,024 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.28% | New | 56,395 | $1.2M |
| Brevan Howard Capital Management LP | 0.01% | New | 54,503 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.7% | 51,018 | $1.1M |
| State Street Corp. | 0.00% | Add +243.4% | 49,224 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Add +4.3% | 49,161 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 48,215 | $1.1M |
| Trexquant Investment LP | 0.01% | New | 46,630 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.2% | 45,856 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +286.2% | 45,690 | $1.0M |
| SMH Capital Advisors Inc. | 2.26% | Reduce -1.7% | 45,215 | $997K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +1.6% | 43,005 | $948K |
| Mraz, Amerine & Associates, Inc. | 0.15% | Reduce -1.8% | 42,958 | $947K |
| Engineers Gate Manager LP | 0.01% | Add +111.3% | 41,379 | $912K |
| Virtus Investment Advisers, LLC | 0.31% | Reduce -7.0% | 41,064 | $905K |
| Caldwell Sutter Capital, Inc. | 0.41% | Reduce -1.6% | 41,052 | $905K |
| Jump Financial, LLC | 0.01% | New | 40,579 | $894K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -5.1% | 37,229 | $812K |
| Tudor Investment Corporation | 0.01% | New | 35,219 | $776K |
| FJ Capital Management LLC | 0.08% | Reduce -12.5% | 35,067 | $773K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 34,900 | $769K |
| Invesco Ltd. | 0.00% | Add +21.8% | 34,003 | $749K |
| Verition Fund Management LLC | 0.00% | Reduce -6.7% | 31,500 | $694K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.2% | 28,528 | $629K |
| Mariner, LLC | 0.00% | Add +43.8% | 28,314 | $624K |
| Bank of America Corp. | 0.00% | Reduce -54.5% | 28,036 | $618K |
| D. E. Shaw & Co. | 0.00% | Add +5.4% | 26,960 | $594K |
| Autumn Glory Partners, LLC | 0.27% | No change | 26,000 | $573K |
| Nebula Research & Development LLC | 0.05% | New | 25,907 | $571K |
| Samalin Investment Counsel, LLC | 0.22% | Add +8.0% | 25,864 | $570K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.3% | 25,645 | $565K |
| DRW Securities, LLC | 0.04% | Add +148.1% | 24,985 | $551K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -36.1% | 24,975 | $550K |
| Barclays PLC | 0.00% | Reduce -83.9% | 24,717 | $545K |
| Guggenheim Capital LLC | 0.00% | Add +6.5% | 24,606 | $542K |
| Apollon Wealth Management, LLC | 0.01% | Add +10.7% | 23,797 | $524K |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.8% | 21,139 | $466K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -2.3% | 20,873 | $460K |
| Jane Street Group, LLC | 0.00% | Add +102.3% | 20,497 | $452K |
| Catalyst Capital Advisors LLC | 0.01% | No change | 20,000 | $441K |
| Atom Investors LP | 0.04% | New | 19,751 | $435K |
| Vident Advisory, LLC | 0.00% | Add +6.1% | 19,087 | $421K |
| 1900 Wealth Management LLC | 0.03% | No change | 18,272 | $403K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 18,250 | $402K |
| Gsa Capital Partners LLP | 0.03% | New | 17,874 | $394K |
| Bard Associates Inc. | 0.12% | No change | 17,256 | $380K |
| Dearborn Partners LLC | 0.02% | Reduce -14.3% | 15,787 | $348K |
| Simplex Trading, LLC | 0.01% | Add +24.3% | 14,793 | $326K |
| Caxton Associates LLP | 0.01% | No change | 14,257 | $314K |
| US Bancorp \de | 0.00% | No change | 13,756 | $303K |
| Aquatic Capital Management LLC | 0.01% | Reduce -42.5% | 13,329 | $294K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -28.5% | 13,303 | $293K |
| Global Retirement Partners, LLC | 0.01% | — | 12,695 | $280K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | No change | 12,628 | $278K |
| Wells Fargo & Company | 0.00% | Add +54.8% | 12,200 | $269K |
| Aigen Investment Management, LP | 0.04% | New | 11,822 | $261K |
| Wedbush Securities Inc. | 0.01% | New | 11,723 | $258K |
| Squarepoint Ops LLC | 0.00% | Reduce -1.8% | 11,613 | $256K |
| Core Wealth Partners LLC | 0.13% | No change | 11,520 | $254K |
| Geode Capital Management, LLC | 0.00% | No change | 11,251 | $248K |
| PharVision Advisers, LLC | 0.36% | New | 11,249 | $248K |
| Quantinno Capital Management LP | 0.00% | New | 10,893 | $240K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.9% | 10,830 | $239K |
| Palisade Capital Management, LP | 0.01% | No change | 10,747 | $237K |
| Summit Trail Advisors, LLC | 0.00% | New | 10,630 | $234K |
| Independent Financial Group, LLC | 0.01% | Reduce -28.8% | 10,485 | $231K |
| HighTower Advisors, LLC | 0.00% | Add +8.5% | 10,190 | $225K |
| ProShare Advisors LLC | 0.00% | Add +0.5% | 9,909 | $218K |
| Mutual Advisors, LLC | 0.01% | Reduce -46.8% | 9,244 | $216K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 9,738 | $215K |
| Focus Partners Wealth | 0.00% | Reduce -1.8% | 9,272 | $204K |
| Creative Planning | 0.00% | New | 9,114 | $201K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.4% | 8,423 | $186K |
| Hollencrest Capital Management | 0.01% | Add +2.6% | 7,055 | $155K |
| Leonteq Securities AG | 0.01% | New | 5,500 | $121K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 5,000 | $110K |
| Rialto Wealth Management, LLC | 0.03% | No change | 4,809 | $106K |
| Allworth Financial LP | 0.00% | New | 4,600 | $101K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.9% | 4,185 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,000 | $88K |
| Quarry LP | 0.02% | Add +175.0% | 3,715 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +786.8% | 3,698 | $82K |
| MAI Capital Management | 0.00% | Add +32.5% | 3,524 | $78K |
| Nisa Investment Advisors, LLC | 0.00% | Add +600.0% | 3,500 | $77K |
| NFSG Corp | 0.01% | New | 3,176 | $70K |
| Blue Trust, Inc. | 0.00% | Add +6.2% | 3,148 | $69K |
| Cwm, LLC | 0.00% | Add +26.6% | 2,930 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.1% | 2,787 | $61K |
| Capital Analysts, LLC | 0.00% | Add +2.6% | 2,685 | $59K |
| First Horizon Advisors, Inc. | 0.00% | Add +1214.0% | 2,628 | $58K |
| VPR Management LLC | 0.03% | New | 2,500 | $55K |
| Signaturefd, LLC | 0.00% | Add +52.0% | 2,483 | $55K |
| Garde Capital, Inc. | 0.00% | No change | 2,401 | $53K |
| Point72 Hong Kong Ltd | 0.00% | New | 2,189 | $48K |
| TCTC Holdings, LLC | 0.00% | No change | 2,136 | $47K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +58.5% | 2,135 | $47K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,930 | $43K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,894 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +13307.1% | 1,877 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,566 | $35K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.1% | 1,551 | $34K |
| Fortitude Family Office, LLC | 0.01% | New | 1,400 | $31K |
| Promus Capital, LLC | 0.02% | No change | 1,384 | $31K |
| North Star Investment Management Corp. | 0.00% | Add +94.1% | 1,025 | $23K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $22K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.5% | 639 | $14K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -10.4% | 600 | $13K |
| Spire Wealth Management | 0.00% | No change | 600 | $13K |
| Hager Investment Management Services, LLC | 0.01% | No change | 500 | $11K |
| Ridgewood Investments LLC | 0.00% | No change | 500 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 500 | $11K |
| IFP Advisors, Inc | 0.00% | New | 475 | $10K |
| Dunhill Financial, LLC | 0.00% | New | 400 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.7% | 300 | $7K |
| LRI Investments, LLC | 0.00% | No change | 250 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 200 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 70 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 30 | $668 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 19 | $419 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $111 |
| Huntington National Bank | 0.00% | No change | 2 | $44 |
"% of holder's portfolio" is CSWC's weight in each manager's 13F, not the share of Capital Southwest Corp. the manager owns.