CSWC institutional holders
CAPITAL SOUTHWEST CORP · 13F, 2026Q2
| Managers holding | 190 |
|---|
| Shares held | 17,410,751 |
|---|
| Reported value | $413.8m |
|---|
| Quarter flows | 35 new, 72 added, 54 trimmed, 13 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| VAN ECK ASSOCIATES CORP | 1,526,667 | $36.3m | 0.0% |
| UBS Group AG | 1,218,244 | $29.0m | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 1,180,391 | $28.1m | 0.0% |
| Sound Income Strategies, LLC | 934,321 | $22.2m | 1.0% |
| SANDERS MORRIS HARRIS LLC | 759,992 | $18.1m | 10.5% |
| Empowered Funds, LLC | 525,697 | $12.5m | 0.1% |
| Empirical Finance, LLC | 525,500 | $12.5m | 0.5% |
| Legal & General Group Plc | 499,715 | $11.9m | 0.0% |
| Cetera Investment Advisers | 490,926 | $11.7m | 0.0% |
| Muzinich & Co., Inc. | 435,909 | $10.4m | 3.5% |
| ENVESTNET ASSET MANAGEMENT INC | 417,574 | $9.9m | 0.0% |
| LPL Financial LLC | 402,585 | $9.6m | 0.0% |
| FRANKLIN RESOURCES INC | 379,686 | $9.0m | 0.0% |
| Melia Wealth LLC | 377,760 | $9.0m | 5.2% |
| Columbus Macro, LLC | 374,871 | $8.9m | 0.9% |
| TECTONIC ADVISORS LLC | 355,370 | $8.4m | 0.4% |
| BlackRock, Inc. | 300,377 | $7.1m | 0.0% |
| EPIQ PARTNERS, LLC | 294,003 | $7.0m | 3.0% |
| Sumitomo Mitsui Trust Group, Inc. | 291,778 | $6.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 269,532 | $6.4m | 0.0% |
| Womack Financial LLC | 230,538 | $5.5m | 3.6% |
| MORGAN STANLEY | 215,970 | $5.1m | 0.0% |
| Beacon Pointe Advisors, LLC | 197,768 | $4.7m | 0.0% |
| FIRST MANHATTAN CO. LLC. | 167,842 | $4.0m | 0.0% |
| Naviter Wealth, LLC | 167,732 | $4.0m | 0.4% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CSWC"). CSWC price history · All 13F data
Get a free API keySee history bundlesDownload free samples