CSWC

Capital Southwest Corporation
$21.49-0.23 (-1.06%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.1301557265106292e+276B

Total Value

$2.5000248002300023e+197T

% of Float

1.9356117662721612e+279%

Price History

$17.99$19.95$21.92$23.89$25.85Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VAN ECK ASSOCIATES CORP1,130,155$25.0M0.02%Share
2Union Bancaire Privee, UBP SA7,265$24.8M0.29%Share
3TWO SIGMA ADVISERS, LP1,062,917$23.0M0.04%Share
4TWO SIGMA INVESTMENTS, LP1,049,382$23.0M0.03%Share
5Sound Income Strategies, LLC885,967$21.0M0.99%Share
6UBS Group AG801,794$17.8M0.00%Share
7Melia Wealth LLC502,988$11.1M5.15%Share
8Muzinich & Co., Inc.425,322$9.4M2.96%Share
9Cetera Investment Advisers424,631$9.0M0.01%Share
10ENVESTNET ASSET MANAGEMENT INC386,138$8.0M0.00%Share
11Legal & General Group Plc389,580$8.0M0.00%Share
12BlackRock, Inc.388,833$8.0M0.00%Share
13Columbus Macro, LLC345,520$7.7M0.84%Share
14EPIQ PARTNERS, LLC310,965$6.9M3.21%Share
15Sumitomo Mitsui Trust Group, Inc.284,778$6.3M0.00%Share
16FRANKLIN RESOURCES INC262,299$5.0M0.00%Share
17GOLDMAN SACHS GROUP INC229,086$5.0M0.00%Share
18VAN ECK ASSOCIATES CORP250,161$5.0M0.00%Share
19Womack Financial LLC217,125$4.8M3.55%Share
20Womack Financial LLC206,354$4.5M3.42%Share
21Womack Financial LLC189,213$4.2M3.87%Share
22Womack Financial LLC189,213$4.2M3.87%Share
23Womack Financial LLC187,388$4.1M3.63%Share
24Connor, Clark & Lunn Investment Management Ltd.188,921$4.0M0.01%Share
25LPL Financial LLC214,780$4.0M0.00%Share
26Beacon Pointe Advisors, LLC195,018$4.0M0.03%Share
27MILLENNIUM MANAGEMENT LLC197,168$4.0M0.00%Share
28FIRST MANHATTAN CO. LLC.206,002$4.0M0.01%Share
29RAYMOND JAMES FINANCIAL INC216,634$4.0M0.00%Share
30GRACE & WHITE INC /NY164,697$3.6M0.65%Share
31VOLORIDGE INVESTMENT MANAGEMENT, LLC169,858$3.0M0.01%Share
32SUSQUEHANNA INTERNATIONAL GROUP, LLP139,300$3.0M0.00%Call
33Naviter Wealth, LLC99,245$2.2M0.29%Share
34FJ Capital Management LLC92,685$2.1M0.23%Share
35BARCLAYS PLC97,739$2.0M0.00%Share
36Hodges Capital Management Inc.108,462$2.0M0.17%Share
37Neuberger Berman Group LLC94,785$2.0M0.00%Share
38Advisors Asset Management, Inc.103,463$2.0M0.03%Share
39FOUNDATIONS INVESTMENT ADVISORS, LLC126,705$2.0M0.03%Share
40COMMONWEALTH EQUITY SERVICES, LLC92,347$2.0M0.00%Share
41First Dallas Securities Inc.89,911$2.0M0.74%Share
42BENJAMIN EDWARDS INC86,512$1.9M0.02%Share
43SMH CAPITAL ADVISORS INC78,404$1.7M3.53%Share
44Sovereign's Capital Management, LLC76,522$1.7M1.03%Share
45DENALI ADVISORS LLC76,284$1.7M0.19%Share
46B. Riley Wealth Advisors, Inc.69,675$1.5M0.07%Share
47Legacy Capital Wealth Partners, LLC66,218$1.5M0.31%Share
48Moerus Capital Management LLC61,698$1.4M0.59%Share
49Closed-End Fund Advisors, Inc.57,913$1.3M0.76%Share
50Hennion & Walsh Asset Management, Inc.57,913$1.3M0.04%Share