CAPITAL SOUTHWEST CORP - CSWC

Sector: Funds · Industry: Investment Company / BDC
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$364.6M
QoQ value delta ($000)
-$35.88M (-8.96%)
Implied price effect (QoQ)
+1.08%
Shares
Total shares
15,290,685
QoQ shares delta
-1,685,988 (-9.93%)
Total shares held by funds (by quarter)

Market chart (CSWC)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 21 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
VAN ECK ASSOCIATES CORP 30,574 1,380,316 0.03%
Union Bancaire Privee, UBP SA 24,800 7,265 0.29%
TWO SIGMA ADVISERS, LP 23,543 1,062,917 0.05%
TWO SIGMA INVESTMENTS, LP 23,243 1,049,382 0.03%
Sound Income Strategies, LLC 20,979 885,967 0.99%
UBS Group AG 18,099 817,148 0.0%
Melia Wealth LLC 11,141 502,988 5.15%
Muzinich & Co., Inc. 9,420 425,322 2.96%
Cetera Investment Advisers 9,405 424,631 0.01%
BlackRock, Inc. 9,352 422,257 0.0%
Legal & General Group Plc 8,638 389,580 0.0%
ENVESTNET ASSET MANAGEMENT INC 8,552 386,138 0.0%
Columbus Macro, LLC 7,653 345,520 0.84%
EPIQ PARTNERS, LLC 6,887 310,965 3.21%
Sumitomo Mitsui Trust Group, Inc. 6,307 284,778 0.0%
RAYMOND JAMES FINANCIAL INC 6,224 281,013 0.0%
FRANKLIN RESOURCES INC 5,809 262,299 0.0%
MORGAN STANLEY 5,277 238,264 0.0%
GOLDMAN SACHS GROUP INC 5,074 229,086 0.0%
Womack Financial LLC 4,809 217,125 3.55%
LPL Financial LLC 4,757 214,780 0.0%
FIRST MANHATTAN CO. LLC. 4,562 206,002 0.01%
MILLENNIUM MANAGEMENT LLC 4,367 197,168 0.0%
Beacon Pointe Advisors, LLC 4,319 195,018 0.03%
Connor, Clark & Lunn Investment Management Ltd. 4,184 188,921 0.01%