CAPITAL SOUTHWEST CORP - CSWC

Sector: Funds · Industry: Investment Company / BDC

Website: No information yet · Social: No information yet

Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$2.286B

QoQ value delta ($000)

+$1.858B (+433.84%)

Implied price effect (QoQ)

+434.47%

Total shares

17,735,115

QoQ shares delta

-20,808 (-0.12%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (CSWC)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 61 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
SMH CAPITAL ADVISORS INC	1,862,576	80,526	7.05%
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	20,797	876,046	0.93%
SANDERS MORRIS HARRIS LLC	15,397	665,694	2.04%
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.	10,480	453,109	3.48%
ENVESTNET ASSET MANAGEMENT INC	9,925	417,574	0.0%
LPL Financial LLC	9,569	402,585	0.0%
Columbus Macro, LLC	9,206	398,048	0.9%
FRANKLIN RESOURCES INC	9,025	379,686	0.0%
Melia Wealth LLC	8,979	377,760	5.17%
TECTONIC ADVISORS LLC	8,732	377,520	0.4%
BlackRock, Inc.	7,139	300,377	0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6,936	291,800	0.0%
Sumitomo Mitsui Trust Group, Inc.	6,795	293,778	0.0%
EPIQ PARTNERS, LLC	6,692	289,321	2.88%
RAYMOND JAMES FINANCIAL INC	6,406	269,532	0.0%
Union Bancaire Privee, UBP SA	6,308	1,685	0.07%
Womack Financial LLC	5,536	239,347	3.64%
MORGAN STANLEY	5,133	215,970	0.0%