Capital SouthwestCSWC
13F holders, Q4 2025 (December 31)162holders −2
21new positions
25sold out
2famous investors
$23.89avg. 13F price*
At the end of Q4 2025, 162 institutions reported holding Capital Southwest Corp. (CSWC) in their 13F filings, down 2 from Q3 2025. 21 opened new positions and 25 sold out. The largest holders were Van Eck Associates Corp. ($30.6M), Union Bancaire Privee, UBP SA ($24.8M) and Two Sigma Advisers, LP ($23.5M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Capital Southwest Corp.
- CUSIP
- 140501107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $15.1M |
| Exits | 25 | $48.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,794,853 shares bought and 3,687,886 shares sold, net −1,893,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Van Eck Associates Corp. | 0.03% | Reduce -5.3% | 1,380,316 | $30.6M |
| Union Bancaire Privee, UBP SA | 0.30% | Reduce -22.3% | 7,265 | $24.8M |
| Two Sigma Advisers, LP | 0.05% | Add +6.8% | 1,062,917 | $23.5M |
| Two Sigma Investments, LP | 0.04% | Add +17.6% | 1,049,382 | $23.2M |
| Sound Income Strategies, LLC | 0.99% | Add +17.1% | 885,967 | $21.0M |
| UBS Group AG | 0.00% | Add +5.0% | 817,148 | $18.1M |
| Melia Wealth LLC | 5.15% | Add +2.6% | 502,988 | $11.1M |
| Muzinich & Co., Inc. | 2.96% | Add +55.6% | 425,322 | $9.4M |
| Cetera Investment Advisers | 0.01% | Add +3.6% | 424,631 | $9.4M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 422,257 | $9.4M |
| Legal & General Group Plc | 0.00% | Add +17.4% | 389,580 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 386,138 | $8.6M |
| Columbus Macro, LLC | 0.84% | Add +8.3% | 345,520 | $7.7M |
| Epiq Partners, LLC | 3.31% | Add +5.3% | 310,965 | $6.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +29.4% | 284,778 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.2% | 281,013 | $6.2M |
| Franklin Resources Inc. | 0.00% | Reduce -15.7% | 262,299 | $5.8M |
| Morgan Stanley | 0.00% | Add +1.9% | 238,264 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.9% | 229,086 | $5.1M |
| Womack Financial LLC | 3.55% | Add +5.2% | 217,125 | $4.8M |
| LPL Financial LLC | 0.00% | Add +10.3% | 214,780 | $4.8M |
| First Manhattan Co. Llc. | 0.01% | Reduce -5.9% | 206,002 | $4.6M |
| Millennium Management | 0.00% | Add +51.6% | 197,168 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.03% | No change | 195,018 | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 188,921 | $4.2M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -22.9% | 169,858 | $3.8M |
| Grace & White Inc. | 0.66% | Reduce -1.9% | 164,697 | $3.6M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -0.4% | 129,848 | $2.9M |
| GraniteShares Advisors LLC | 1.65% | New | 122,472 | $2.7M |
| Closed-End Fund Advisors, Inc. | 1.49% | — | 113,731 | $2.5M |
| Hodges Capital Management Inc. | 0.21% | Add +6.7% | 108,462 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -15.6% | 103,463 | $2.3M |
| Naviter Wealth, LLC | 0.29% | Reduce -3.4% | 99,245 | $2.2M |
| Barclays PLC | 0.00% | New | 97,739 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.3% | 94,785 | $2.1M |
| FJ Capital Management LLC | 0.23% | New | 92,685 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 92,347 | $2.0M |
| First Dallas Securities Inc. | 0.74% | Add +7.0% | 89,911 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +0.3% | 89,709 | $2.0M |
| Verition Fund Management LLC | 0.01% | Add +168.1% | 88,378 | $2.0M |
| Confluence Investment Management LLC | 0.03% | Reduce -3.3% | 83,810 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -35.8% | 79,556 | $1.8M |
| SMH Capital Advisors Inc. | 3.53% | Add +2.5% | 78,404 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +357.4% | 77,937 | $1.7M |
| Sovereign's Capital Management, LLC | 1.03% | No change | 76,522 | $1.7M |
| Denali Advisors LLC | 0.19% | Reduce -13.1% | 76,284 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.1% | 71,781 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -23.0% | 69,675 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.31% | Add +12.9% | 66,218 | $1.5M |
| Atom Investors LP | 0.12% | New | 65,809 | $1.5M |
| HRT Financial LP | 0.00% | Reduce -75.6% | 63,145 | $1.4M |
| State Street Corp. | 0.00% | Add +23.5% | 62,507 | $1.4M |
| Moerus Capital Management LLC | 0.59% | Reduce -16.6% | 61,698 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -5.3% | 57,913 | $1.3M |
| Cozad Asset Management Inc. | 0.09% | Add +5.4% | 52,380 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -47.6% | 50,840 | $1.1M |
| Bank of America Corp. | 0.00% | Add +101.3% | 50,458 | $1.1M |
| Catalyst Capital Advisors LLC | 0.02% | Add +145.0% | 49,000 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -6.0% | 47,217 | $1.0M |
| Zuckerman Investment Group, LLC | 0.09% | Reduce -89.2% | 44,930 | $995K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.6% | 44,378 | $983K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -5.2% | 40,835 | $904K |
| Symphony Financial, Ltd. Co. | 0.12% | New | 39,441 | $870K |
| Caldwell Sutter Capital, Inc. | 0.36% | Reduce -7.2% | 38,084 | $844K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.8% | 38,079 | $843K |
| Aquatic Capital Management LLC | 0.02% | Add +6.5% | 35,950 | $796K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -21.3% | 35,500 | $786K |
| Invesco Ltd. | 0.00% | Reduce -6.0% | 34,576 | $766K |
| Virtus Investment Advisers, LLC | 0.20% | Reduce -18.6% | 32,682 | $724K |
| Mraz, Amerine & Associates, Inc. | 0.10% | Reduce -27.2% | 28,910 | $640K |
| Samalin Investment Counsel, LLC | 0.22% | Add +8.2% | 28,343 | $628K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.6% | 28,190 | $624K |
| Simplex Trading, LLC | 0.02% | Add +78.2% | 27,754 | $615K |
| Guggenheim Capital LLC | 0.00% | Add +7.5% | 27,461 | $608K |
| Caxton Associates LLP | 0.01% | No change | 26,267 | $582K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.5% | 24,668 | $546K |
| Belpointe Asset Management LLC | 0.02% | New | 23,582 | $522K |
| Gsa Capital Partners LLP | 0.04% | Reduce -20.3% | 22,564 | $500K |
| Trexquant Investment LP | 0.00% | Reduce -90.0% | 22,122 | $490K |
| Brevan Howard Capital Management LP | 0.01% | Add +62.8% | 21,314 | $472K |
| Fund Advisors of America Inc | 0.42% | — | 20,620 | $457K |
| Ameriprise Financial Inc. | 0.00% | New | 20,106 | $445K |
| Mariner, LLC | 0.00% | Reduce -35.0% | 20,056 | $444K |
| Dearborn Partners LLC | 0.02% | Add +4.5% | 19,999 | $443K |
| Vantage Financial Partners, LLC | 0.09% | No change | 19,918 | $441K |
| Quantbot Technologies LP | 0.01% | Reduce -69.5% | 19,278 | $427K |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.8% | 18,518 | $410K |
| 1900 Wealth Management LLC | 0.03% | No change | 18,272 | $405K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 18,250 | $404K |
| Wedbush Securities Inc. | 0.01% | Add +25.6% | 16,378 | $363K |
| Point72 Asset Management | 0.00% | Reduce -80.3% | 13,784 | $305K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 13,700 | $303K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -51.8% | 13,410 | $297K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | No change | 12,758 | $283K |
| Accel Wealth Management | 0.08% | New | 12,495 | $277K |
| SageGuard Financial Group, LLC | 0.04% | — | 12,113 | $268K |
| Catalina Capital Group, LLC | 0.16% | New | 11,897 | $264K |
| Cwm, LLC | 0.00% | Add +1.0% | 11,767 | $261K |
| Vident Advisory, LLC | 0.00% | Reduce -26.0% | 11,719 | $260K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.3% | 11,587 | $257K |
| Core Wealth Partners LLC | 0.11% | No change | 11,520 | $255K |
| Geode Capital Management, LLC | 0.00% | No change | 11,251 | $249K |
| ProShare Advisors LLC | 0.00% | Reduce -5.6% | 10,944 | $242K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 9,638 | $213K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | Reduce -26.7% | 9,261 | $205K |
| VPR Management LLC | 0.08% | Add +54.5% | 8,500 | $188K |
| Hollencrest Capital Management | 0.01% | Add +2.8% | 7,436 | $165K |
| Leonteq Securities AG | 0.01% | Add +5.0% | 6,300 | $140K |
| Wells Fargo & Company | 0.00% | Reduce -17.9% | 5,753 | $127K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.8% | 5,318 | $118K |
| Group One Trading LLC | 0.00% | Reduce -1.7% | 5,073 | $112K |
| Allworth Financial LP | 0.00% | Add +4.7% | 4,845 | $107K |
| Rialto Wealth Management, LLC | 0.03% | No change | 4,809 | $107K |
| Parallel Advisors, LLC | 0.00% | No change | 4,185 | $93K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.0% | 4,000 | $89K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 3,677 | $81K |
| MAI Capital Management | 0.00% | Reduce -13.4% | 3,051 | $68K |
| Capital Analysts, LLC | 0.00% | Add +2.8% | 2,830 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.4% | 2,797 | $62K |
| Chilton Capital Management LLC | 0.00% | Reduce -22.9% | 2,700 | $60K |
| Signaturefd, LLC | 0.00% | Add +7.3% | 2,663 | $59K |
| Osbon Capital Management LLC | 0.05% | — | 2,500 | $55K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -41.9% | 2,500 | $55K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,237 | $49K |
| TCTC Holdings, LLC | 0.00% | No change | 2,136 | $47K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,930 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,566 | $35K |
| SageView Advisory Group, LLC | 0.00% | New | 1,551 | $34K |
| Triumph Capital Management | 0.01% | New | 1,400 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.6% | 1,340 | $30K |
| Blue Trust, Inc. | 0.00% | Reduce -60.2% | 1,053 | $23K |
| North Star Investment Management Corp. | 0.00% | No change | 1,025 | $23K |
| NFSG Corp | 0.00% | Reduce -97.4% | 1,000 | $22K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $22K |
| Jones Financial Companies LLLP | 0.00% | New | 804 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 700 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 600 | $13K |
| Spire Wealth Management | 0.00% | No change | 600 | $13K |
| Key Capital Management, INC | 0.01% | — | 514 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -23.1% | 500 | $11K |
| Hager Investment Management Services, LLC | 0.01% | No change | 500 | $11K |
| Avion Wealth | 0.00% | New | 500 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +48.1% | 474 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -79.1% | 447 | $10K |
| Dunhill Financial, LLC | 0.00% | No change | 400 | $9K |
| Redmont Wealth Advisors LLC | 0.01% | Reduce -99.5% | 335 | $7K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -41.8% | 291 | $6K |
| Quarry LP | 0.00% | New | 280 | $6K |
| LRI Investments, LLC | 0.00% | No change | 250 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 225 | $5K |
| First Horizon Corp. | 0.00% | No change | 200 | $4K |
| Archer Investment Corp | 0.00% | New | 138 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 109 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -27.1% | 97 | $2K |
| CX Institutional | 0.00% | New | 100 | $2K |
| Essential Partners LLC | 0.00% | New | 82 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 70 | $2K |
| Weiss Asset Management LP | 0.00% | New | 44 | $975 |
| NBT Bank, N.A. | 0.00% | No change | 22 | $707 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $111 |
| Assetmark, Inc. | 0.00% | No change | 3 | $66 |
| 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.