Capital SouthwestCSWC
13F holders, Q2 2026 (June 30)189holders +21
32new positions
11sold out
3famous investors
$24.13avg. 13F price*
At the end of Q2 2026, 189 institutions reported holding Capital Southwest Corp. (CSWC) in their 13F filings, up 21 from Q1 2026. 32 opened new positions and 11 sold out. The largest holders were Van Eck Associates Corp. ($36.3M), UBS Group AG ($29.0M) and Two Sigma Investments, LP ($28.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Capital Southwest Corp.
- CUSIP
- 140501107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $26.2M |
| Exits | 11 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 3,053,965 shares bought and 2,395,835 shares sold, net +658,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Van Eck Associates Corp. | 0.02% | Add +35.4% | 1,526,667 | $36.3M |
| UBS Group AG | 0.00% | Add +42.6% | 1,218,244 | $29.0M |
| Two Sigma Investments, LP | 0.02% | Reduce -49.8% | 1,180,391 | $28.1M |
| Sound Income Strategies, LLC | 1.00% | Add +3.4% | 934,321 | $22.2M |
| Sanders Morris Harris LLC | 10.48% | Reduce -31.6% | 759,992 | $18.1M |
| Empowered Funds, LLC | 0.07% | Reduce -15.1% | 525,697 | $12.5M |
| Empirical Finance, LLC | 0.52% | Reduce -15.1% | 525,500 | $12.5M |
| Legal & General Group Plc | 0.00% | Add +12.8% | 499,715 | $11.9M |
| Cetera Investment Advisers | 0.01% | Add +8.4% | 490,926 | $11.7M |
| Muzinich & Co., Inc. | 3.54% | Add +2.3% | 435,909 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 417,574 | $9.9M |
| LPL Financial LLC | 0.00% | Add +73.7% | 402,585 | $9.6M |
| Franklin Resources Inc. | 0.00% | Add +15.4% | 379,686 | $9.0M |
| Melia Wealth LLC | 5.17% | Reduce -26.7% | 377,760 | $9.0M |
| Columbus Macro, LLC | 0.87% | Add +4.8% | 374,871 | $8.9M |
| Tectonic Advisors LLC | 0.41% | New | 355,370 | $8.4M |
| BlackRock, Inc. | 0.00% | Add +8.6% | 300,377 | $7.1M |
| Epiq Partners, LLC | 3.04% | Reduce -5.9% | 294,003 | $7.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.5% | 291,778 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 269,532 | $6.4M |
| Union Bancaire Privee, UBP SA | 0.07% | No change | 1,685 | $6.3M |
| Womack Financial LLC | 3.62% | Reduce -0.8% | 230,538 | $5.5M |
| Morgan Stanley | 0.00% | Add +17.4% | 215,970 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.5% | 197,768 | $4.7M |
| First Manhattan Co. Llc. | 0.01% | Reduce -11.1% | 167,842 | $4.0M |
| Naviter Wealth, LLC | 0.36% | Add +34.6% | 167,732 | $4.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 160,021 | $3.8M |
| Grace & White Inc. | 0.61% | Reduce -3.0% | 159,697 | $3.8M |
| HRT Financial LP | 0.01% | Add +69.1% | 157,937 | $3.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -4.7% | 129,161 | $3.1M |
| GraniteShares Advisors LLC | 1.93% | Add +15.1% | 126,444 | $3.0M |
| Marshall Wace, LLP | 0.00% | New | 120,787 | $2.9M |
| Hodges Capital Management Inc. | 0.18% | Add +1.8% | 112,283 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 103,851 | $2.5M |
| Trexquant Investment LP | 0.02% | Add +978.6% | 103,686 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -9.0% | 98,619 | $2.3M |
| XTX Topco Ltd | 0.03% | Add +628.8% | 97,027 | $2.3M |
| Confluence Investment Management LLC | 0.04% | Add +0.0% | 95,362 | $2.3M |
| First Dallas Securities Inc. | 0.71% | Add +0.9% | 90,468 | $2.2M |
| Citadel Advisors | 0.00% | New | 88,251 | $2.1M |
| Inspire Advisors, LLC | 0.15% | Add +500.8% | 87,762 | $2.1M |
| Bank of America Corp. | 0.00% | Add +105.9% | 86,011 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.6% | 84,495 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Reduce -5.1% | 83,697 | $2.0M |
| State Street Corp. | 0.00% | Add +16.5% | 80,442 | $1.9M |
| SMH Capital Advisors Inc. | 7.46% | Add +2.2% | 80,072 | $1.9M |
| Truvestments Capital LLC | 0.28% | Add +8.1% | 78,667 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +18.8% | 77,938 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -15.1% | 77,193 | $1.8M |
| Militia Capital Management LLC | 0.32% | Add +114.3% | 75,000 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.34% | Add +4.9% | 74,653 | $1.8M |
| Denali Advisors LLC | 0.17% | Reduce -5.0% | 72,014 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +0.0% | 69,775 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +17.7% | 66,615 | $1.6M |
| Cozad Asset Management Inc. | 0.10% | Add +10.5% | 66,133 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.8% | 64,703 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.4% | 63,291 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -2.1% | 62,374 | $1.5M |
| Moerus Capital Management LLC | 0.65% | No change | 61,698 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +221.0% | 59,115 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -27.7% | 57,116 | $1.4M |
| Mariner, LLC | 0.00% | Add +60.7% | 51,258 | $1.2M |
| Catalyst Capital Advisors LLC | 0.02% | No change | 49,000 | $1.2M |
| Bayshore Capital Advisors, LLC | 0.54% | Add +135.7% | 48,320 | $1.1M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -69.3% | 45,257 | $1.1M |
| Quantbot Technologies LP | 0.04% | Add +176.2% | 43,455 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +83.6% | 42,721 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.11% | Add +2.9% | 42,154 | $991K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.6% | 40,813 | $970K |
| Navellier & Associates Inc. | 0.07% | New | 38,884 | $924K |
| Brookstone Capital Management | 0.01% | New | 38,697 | $920K |
| Janney Montgomery Scott LLC | 0.00% | New | 37,445 | $890K |
| Caldwell Sutter Capital, Inc. | 0.33% | Reduce -1.1% | 36,618 | $870K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.2% | 36,203 | $861K |
| Guggenheim Capital LLC | 0.00% | Add +8.0% | 31,550 | $750K |
| AlphaCore Capital LLC | 0.01% | Add +1.8% | 31,546 | $750K |
| Occudo Quantitative Strategies LP | 0.04% | Add +137.1% | 30,530 | $726K |
| Greenland Capital Management LP | 0.15% | Add +11.5% | 29,000 | $689K |
| Osaic Holdings, Inc. | 0.00% | Add +57.9% | 27,535 | $655K |
| GEN Financial Management, INC. | 0.38% | New | 26,569 | $632K |
| Jump Financial, LLC | 0.01% | New | 26,405 | $628K |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 26,157 | $622K |
| Millennium Management | 0.00% | Reduce -88.0% | 24,481 | $582K |
| Arlington Capital Management, Inc. | 0.36% | Add +12.2% | 24,202 | $575K |
| Invesco Ltd. | 0.00% | Reduce -8.8% | 24,009 | $571K |
| Goldman Sachs Group Inc. | 0.00% | New | 23,312 | $554K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.0% | 22,681 | $539K |
| Mraz, Amerine & Associates, Inc. | 0.07% | Reduce -9.4% | 21,979 | $522K |
| Gsa Capital Partners LLP | 0.03% | New | 21,812 | $518K |
| Zuckerman Investment Group, LLC | 0.04% | Reduce -2.6% | 21,371 | $508K |
| Closed-End Fund Advisors, Inc. | 0.45% | Reduce -36.3% | 19,487 | $463K |
| Wedbush Securities Inc. | 0.01% | Add +17.7% | 19,276 | $458K |
| &partners | 0.00% | New | 18,428 | $438K |
| 1900 Wealth Management LLC | 0.02% | No change | 18,272 | $434K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 18,250 | $434K |
| Fund Advisors of America Inc | 0.36% | Reduce -10.0% | 16,578 | $394K |
| Virtus Investment Advisers, LLC | 0.09% | Reduce -28.0% | 16,171 | $384K |
| Samalin Investment Counsel, LLC | 0.12% | Reduce -30.1% | 16,005 | $380K |
| Brown Advisory Inc. | 0.00% | New | 15,770 | $375K |
| Belpointe Asset Management LLC | 0.01% | Reduce -2.8% | 15,354 | $365K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -27.9% | 15,016 | $357K |
| Dearborn Partners LLC | 0.02% | Reduce -28.1% | 13,966 | $332K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 13,949 | $328K |
| FCG Investment Co | 0.11% | Add +29.0% | 13,763 | $327K |
| US Bancorp \de | 0.00% | No change | 13,700 | $326K |
| Black Swift Group, LLC | 0.05% | New | 13,550 | $322K |
| Eagle Global Advisors LLC | 0.01% | Add +44.5% | 13,515 | $321K |
| Amundi | 0.00% | New | 13,279 | $316K |
| Engineers Gate Manager LP | 0.00% | Reduce -25.9% | 13,045 | $310K |
| Mission Hills Financial Advisory, LLC | 0.13% | New | 12,836 | $305K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.01% | No change | 12,758 | $303K |
| Accel Wealth Management | 0.07% | Add +0.1% | 12,521 | $298K |
| D. E. Shaw & Co. | 0.00% | New | 12,437 | $296K |
| Creative Planning | 0.00% | Add +24.3% | 12,352 | $294K |
| Core Wealth Partners LLC | 0.12% | Add +6.9% | 12,320 | $293K |
| DRW Securities, LLC | 0.02% | Add +7.1% | 11,959 | $284K |
| Arkadios Wealth Advisors | 0.00% | New | 11,902 | $283K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -45.4% | 11,794 | $280K |
| Two Sigma Securities, LLC | 0.02% | New | 11,558 | $275K |
| Focus Partners Wealth | 0.00% | Add +4.4% | 11,442 | $272K |
| Global Retirement Partners, LLC | 0.00% | — | 11,373 | $270K |
| ProShare Advisors LLC | 0.00% | Add +0.3% | 11,364 | $270K |
| Geode Capital Management, LLC | 0.00% | No change | 11,251 | $267K |
| Wells Fargo & Company | 0.00% | Add +175.8% | 10,993 | $261K |
| Squarepoint Ops LLC | 0.00% | Add +12.5% | 10,845 | $258K |
| Mackenzie Financial Corp. | 0.00% | New | 10,520 | $250K |
| Permanent Capital Management, LP | 0.03% | New | 9,820 | $233K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 9,746 | $232K |
| SageGuard Financial Group, LLC | 0.03% | Reduce -5.9% | 9,122 | $217K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,825 | $210K |
| Eight 31 Financial, LLC | 0.12% | New | 8,750 | $208K |
| VPR Management LLC | 0.08% | No change | 8,500 | $202K |
| Bank of Montreal | 0.00% | New | 8,477 | $201K |
| Leonteq Securities AG | 0.01% | No change | 7,000 | $166K |
| Allworth Financial LP | 0.00% | Add +16.9% | 6,535 | $155K |
| Rialto Wealth Management, LLC | 0.02% | No change | 4,809 | $114K |
| Parallel Advisors, LLC | 0.00% | No change | 4,185 | $99K |
| Hollencrest Capital Management | 0.01% | Add +2.5% | 4,096 | $97K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.3% | 4,000 | $95K |
| IFG Advisory, LLC | 0.00% | New | 3,500 | $83K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.6% | 3,088 | $73K |
| Burk Holdings LLC | 0.03% | No change | 3,068 | $73K |
| Capital Analysts, LLC | 0.00% | Add +2.5% | 2,975 | $71K |
| Spire Wealth Management | 0.00% | Add +366.7% | 2,800 | $67K |
| Signaturefd, LLC | 0.00% | Reduce -19.7% | 2,738 | $65K |
| Osbon Capital Management LLC | 0.05% | Reduce -5.7% | 2,500 | $59K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 2,500 | $59K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.8% | 2,438 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.4% | 2,319 | $55K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,237 | $53K |
| Highline Wealth Partners LLC | 0.01% | New | 2,094 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,810 | $43K |
| Triumph Capital Management | 0.01% | Add +25.0% | 1,750 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -15.5% | 1,630 | $39K |
| Elequin Capital, LP | 0.01% | Add +36.5% | 1,606 | $38K |
| Allied Private Wealth LLC | 0.02% | — | 1,575 | $37K |
| Rockefeller Capital Management L.P. | 0.00% | Add +444.4% | 1,225 | $29K |
| Jones Financial Companies LLLP | 0.00% | Add +4.3% | 1,206 | $28K |
| North Star Investment Management Corp. | 0.00% | No change | 1,025 | $24K |
| NFSG Corp | 0.00% | No change | 1,000 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $24K |
| Blue Trust, Inc. | 0.00% | Reduce -6.5% | 985 | $23K |
| Heritage Wealth Advisors | 0.00% | New | 980 | $23K |
| Simplex Trading, LLC | 0.00% | Reduce -86.6% | 970 | $23K |
| NewEdge Advisors, LLC | 0.00% | New | 955 | $23K |
| Avion Wealth | 0.00% | Add +80.0% | 900 | $21K |
| Key Capital Management, INC | 0.01% | Reduce -7.2% | 726 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 700 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Add +90.2% | 662 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 600 | $14K |
| CENTRAL TRUST Co | 0.00% | Reduce -77.8% | 600 | $14K |
| Group One Trading LLC | 0.00% | Reduce -80.3% | 514 | $12K |
| Hager Investment Management Services, LLC | 0.01% | No change | 500 | $12K |
| Dunhill Financial, LLC | 0.00% | No change | 400 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 291 | $7K |
| LRI Investments, LLC | 0.00% | No change | 250 | $6K |
| First Horizon Corp. | 0.00% | No change | 200 | $5K |
| Archer Investment Corp | 0.00% | Add +2.8% | 146 | $3K |
| Valley National Advisers Inc. | 0.00% | New | 100 | $2K |
| Quarry LP | 0.00% | Reduce -91.5% | 88 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 69 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 60 | $1K |
| NBT Bank, N.A. | 0.00% | Add +3.0% | 34 | $798 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 30 | $713 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -56.5% | 27 | $642 |
| Fiduciary Financial Advisors | 0.00% | New | 14 | $333 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $119 |
| Assetmark, Inc. | 0.00% | Reduce -88.9% | 3 | $71 |
| Huntington National Bank | 0.00% | No change | 2 | $48 |
"% of holder's portfolio" is CSWC's weight in each manager's 13F, not the share of Capital Southwest Corp. the manager owns.