Who Owns CSWC?
Capital Southwest Corporation — Institutional Ownership & 13F Holdings
$23.87
+0.35 (+1.49%)
Market Cap
$1.4B
Shares Outstanding
60,162,000
Institutional Holders
172
Total Inst. Value
$387.5M
% of Float Held
29.1%
QoQ Holder Change
+70
Institutional data as of Q1 2025
New Positions
50
Closed Positions
21
Increased
57
Decreased
40
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $89.3M | 4,000 |
| 2 | SANDERS MORRIS HARRIS LLC | $32.0M | 1,433,064 |
| 3 | VAN ECK ASSOCIATES CORPNew | $26.0M | 1,166,932 |
| 4 | BALYASNY ASSET MANAGEMENT L.P. | $17.9M | 803,136 |
| 5 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $15.3M | 686,513 |
| 6 | Sound Income Strategies, LLC | $13.7M | 616,016 |
| 7 | TECTONIC ADVISORS LLC | $9.8M | 440,473 |
| 8 | Zuckerman Investment Group, LLC | $9.5M | 427,020 |
| 9 | Melia Wealth LLC | $9.4M | 422,308 |
| 10 | Beacon Pointe Advisors, LLC | $9.3M | 414,489 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SANDERS MORRIS HARRIS LLC | +618K | $32.0M |
| VAN ECK ASSOCIATES CORPNew | +1.2M | $26.0M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | +14K | $15.3M |
| Sound Income Strategies, LLC | +37K | $13.7M |
| TECTONIC ADVISORS LLC | +42K | $9.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Zuckerman Investment Group, LLC | -245K | $9.5M |
| BALYASNY ASSET MANAGEMENT L.P. | -198K | $17.9M |
| D. E. Shaw & Co., Inc. | -76K | $571K |
| Beacon Pointe Advisors, LLC | -76K | $9.3M |
| MORGAN STANLEY | -54K | $3.6M |
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Frequently Asked Questions
How many institutional investors hold CSWC?
As of Q1 2025, 172 institutional investors report holding CSWC (Capital Southwest Corporation) in their 13F filings.
What percentage of Capital Southwest Corporation is owned by institutions?
Institutional investors hold approximately 29.1% of Capital Southwest Corporation's float as reported in SEC 13F filings.
Which hedge fund owns the most CSWC?
The largest institutional holder of CSWC is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $89.3M in shares.
Are institutions buying or selling CSWC?
This quarter, 50 institutions opened new positions in CSWC and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.