CAPITAL SOUTHWEST CORP - CSWC

Sector: Funds · Industry: Investment Company / BDC

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$429.4M

QoQ value delta ($000)

+$40.76M (+10.49%)

Implied price effect (QoQ)

+9.06%

Total shares

17,813,719

QoQ shares delta

+229,332 (+1.3%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 190 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
VAN ECK ASSOCIATES CORP	36,288	1,526,667	0.02%
UBS Group AG	28,957	1,218,244	0.0%
TWO SIGMA INVESTMENTS, LP	28,057	1,180,391	0.02%
Sound Income Strategies, LLC	22,208	934,321	1.0%
SANDERS MORRIS HARRIS LLC	18,065	759,992	10.48%
Empowered Funds, LLC	12,495	525,697	0.07%
Empirical Finance, LLC	12,491	525,500	0.52%
Legal & General Group Plc	11,885	499,715	0.0%
Cetera Investment Advisers	11,669	490,926	0.01%
Muzinich & Co., Inc.	10,361	435,909	3.54%
ENVESTNET ASSET MANAGEMENT INC	9,925	417,574	0.0%
LPL Financial LLC	9,569	402,585	0.0%
FRANKLIN RESOURCES INC	9,025	379,686	0.0%
Melia Wealth LLC	8,979	377,760	5.17%
Columbus Macro, LLC	8,910	374,871	0.87%
TECTONIC ADVISORS LLC	8,447	355,370	0.41%
BlackRock, Inc.	7,139	300,377	0.0%
EPIQ PARTNERS, LLC	6,988	294,003	2.96%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6,936	291,800	0.0%
Sumitomo Mitsui Trust Group, Inc.	6,935	291,778	0.0%
RAYMOND JAMES FINANCIAL INC	6,406	269,532	0.0%
Union Bancaire Privee, UBP SA	6,308	1,685	0.07%
Womack Financial LLC	5,479	230,538	3.62%
MORGAN STANLEY	5,133	215,970	0.0%
Beacon Pointe Advisors, LLC	4,700	197,768	0.02%