Capital Southwest (CSWC) Institutional Ownership $21.37 +0.02 (+0.09%) As of 10:37 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Capital Southwest (NASDAQ:CSWC)CurrentInstitutional OwnershipPercentage23.42%Number ofInstitutional Buyers(last 12 months)102TotalInstitutional Inflows(last 12 months)$146.86MNumber ofInstitutional Sellers(last 12 months)48TotalInstitutional Outflows(last 12 months)$28.04M Get CSWC Insider Trade Alerts Want to know when executives and insiders are buying or selling Capital Southwest stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CSWC Institutional Buying and Selling by Quarter Capital Southwest Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Jane Street Group LLC10,133$226K0.0%-53.4%0.020% 5/16/2025 Northeast Financial Consultants Inc21,867$488K0.0%N/A0.043% 5/16/2025 Caxton Associates LLP14,257$318K0.0%N/A0.028% 5/16/2025 Sciencast Management LP11,696$261K0.1%N/A0.023% 5/16/2025 First Dallas Securities Inc.71,925$1.61M0.7%+7.2%0.142% 5/16/2025 Goldman Sachs Group Inc.257,672$5.75M0.0%+246.5%0.509% 5/16/2025 Punch & Associates Investment Management Inc.686,513$15.32M1.0%+2.1%1.357% 5/16/2025 NewEdge Advisors LLC18,158$405K0.0%-5.1%0.036% 5/16/2025 Advisors Asset Management Inc.148,565$3.32M0.1%-0.7%0.294% 5/15/2025 First Manhattan CO. LLC.287,136$6.41M0.0%-4.9%0.568% Get the Latest News and Ratings for CSWC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Capital Southwest and its competitors with MarketBeat's FREE daily newsletter. 5/15/2025 FJ Capital Management LLC40,081$895K0.1%N/A0.079% 5/15/2025 Cubist Systematic Strategies LLC54,015$1.21M0.0%N/A0.107% 5/15/2025 Royal Bank of Canada69,139$1.54M0.0%+13.4%0.137% 5/15/2025 Quarry LP1,351$30K0.0%-36.5%0.003% 5/15/2025 DRW Securities LLC10,070$225K0.0%N/A0.020% 5/15/2025 Vident Advisory LLC17,997$402K0.0%+72.7%0.036% 5/15/2025 Lansforsakringar Fondforvaltning AB publ 16,133$360K0.0%N/A0.032% 5/14/2025 CreativeOne Wealth LLC92,019$2.05M0.1%N/A0.182% 5/14/2025 Zuckerman Investment Group LLC427,020$9.53M1.0%-36.5%0.844% 5/14/2025 Samalin Investment Counsel LLC23,955$535K0.2%+5.5%0.047% 5/14/2025 Kestra Advisory Services LLC46,888$1.05M0.0%+4.9%0.093% 5/14/2025 Quantbot Technologies LP61,553$1.37M0.0%+68.0%0.122% 5/13/2025 Raymond James Financial Inc.300,600$6.71M0.0%+54.3%0.594% 5/12/2025 Invesco Ltd.27,909$623K0.0%-11.4%0.055% 5/12/2025 Benjamin Edwards Inc.84,780$1.89M0.0%+2.9%0.168% 5/12/2025 AlphaCore Capital LLC27,810$621K0.1%N/A0.055% 5/9/2025 Argent Trust Co80,816$1.80M0.1%+3.6%0.160% 5/8/2025 Dearborn Partners LLC18,424$411K0.0%-2.8%0.036% 5/8/2025 Cozad Asset Management Inc.47,151$1.05M0.1%+12.7%0.093% 5/7/2025 Foundations Investment Advisors LLC106,671$2.38M0.0%+5.4%0.211% 5/7/2025 Melia Wealth LLC422,308$9.43M4.9%+5.2%0.835% 5/7/2025 LPL Financial LLC197,678$4.41M0.0%+16.9%0.391% 5/6/2025 Cetera Investment Advisers71,944$1.61M0.0%+34.4%0.142% 5/6/2025 Avantax Advisory Services Inc.11,157$249K0.0%-30.8%0.022% 5/5/2025 Denali Advisors LLC116,404$2.60M0.3%+11.4%0.230% 5/5/2025 Muzinich & Co. Inc.137,371$3.07M1.7%+24.4%0.272% 5/2/2025 Legacy Capital Wealth Partners LLC60,238$1.35M0.3%-3.3%0.119% 5/2/2025 Tectonic Advisors LLC440,473$9.83M0.6%+10.7%0.871% 5/2/2025 Apollon Wealth Management LLC21,498$480K0.0%+4.0%0.043% 4/29/2025 Generali Investments CEE investicni spolecnost a.s.12,628$282K0.0%N/A0.025% 50-year legend: Here’s exact day stocks will crash (Ad)Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history gives him 90% historical confidence that stocks will end 2025 up. However, he also has bad news: the same data also tells him the REAL market crash will likely arrive in 2026.Click here to see the month and day he estimates it will begin4/28/2025 Mutual Advisors LLC17,379$388K0.0%N/A0.034% 4/28/2025 Redmont Wealth Advisors LLC53,623$1.20M2.3%-19.9%0.106% 4/25/2025 Naviter Wealth LLC81,753$1.88M0.2%-2.1%0.162% 4/25/2025 Sumitomo Mitsui Trust Group Inc.134,178$3.00M0.0%+30.4%0.265% 4/24/2025 Sunbelt Securities Inc.39,229$876K0.1%+5.4%0.078% 4/24/2025 Mirae Asset Global Investments Co. Ltd.14,000$313K0.0%+28.7%0.028% 4/22/2025 Cambridge Investment Research Advisors Inc.32,481$725K0.0%-2.5%0.064% 4/22/2025 Garde Capital Inc.2,401$54K0.0%N/A0.005% 4/22/2025 PFG Investments LLC9,264$207K0.0%N/A0.018% 4/21/2025 Autumn Glory Partners LLC26,000$580K0.3%+30.0%0.051% 4/18/2025 Cornerstone Wealth Management LLC42,319$945K0.1%+8.1%0.084% 4/17/2025 Grimes & Company Inc.18,599$415K0.0%N/A0.037% 4/17/2025 Janney Montgomery Scott LLC11,603$259K0.0%N/A0.023% 4/17/2025 Sound Income Strategies LLC616,016$13.75M0.8%+6.5%1.218% 4/14/2025 Harbor Capital Advisors Inc.403,826$9.01M0.4%+1.2%0.798% 4/11/2025 Epiq Partners LLC255,400$5.70M3.0%N/A0.505% 4/10/2025 Hennion & Walsh Asset Management Inc.129,273$2.89M0.1%-28.0%0.256% 4/9/2025 Sanders Morris Harris LLC1,433,064$31.99M4.9%+75.9%2.833% 4/1/2025 Confluence Investment Management LLC101,522$2.27M0.0%+1.3%0.201% 2/25/2025B. Riley Wealth Advisors Inc.50,626$1.11M0.0%+8.4%0.100% 2/24/2025 Ameriflex Group Inc.1,462$33K0.0%N/A0.003% 2/18/2025 Sunbelt Securities Inc.37,215$811K0.1%+52.4%0.074% 2/17/2025 Vident Advisory LLC10,421$227K0.0%-28.5%0.021% 2/17/2025 Sovereign s Capital Management LLC67,575$1.47M0.9%N/A0.134% 2/17/2025 Two Sigma Advisers LP774,600$16.90M0.0%+17.3%1.531% 2/17/2025 Two Sigma Investments LP673,778$14.70M0.0%+42.2%1.332% 2/17/2025 Focus Partners Wealth9,464$207K0.0%+6.6%0.019% 2/17/2025 First Manhattan CO. LLC.301,950$6.59M0.0%-1.6%0.597% 2/17/2025 D. E. Shaw & Co. Inc.101,638$2.22M0.0%N/A0.201% 2/17/2025 Cetera Investment Advisers53,524$1.17M0.0%+56.5%0.106% 2/17/2025 Balyasny Asset Management L.P.1,001,199$21.85M0.0%N/A1.979% 2/17/2025 Bank of America Corp DE17,710$386K0.0%+135.3%0.035% 2/17/2025 Benjamin Edwards Inc.82,375$1.80M0.0%+2.7%0.163% 2/17/2025 Ameriprise Financial Inc.91,237$1.99M0.0%+8.0%0.180% 2/14/2025 Jane Street Group LLC21,748$475K0.0%N/A0.043% 2/14/2025 Schonfeld Strategic Advisors LLC103,043$2.25M0.0%N/A0.204% 2/14/2025 Lido Advisors LLC9,244$202K0.0%-36.0%0.018% 2/14/2025 Northern Trust Corp29,382$641K0.0%+20.8%0.058% 2/14/2025 Beacon Pointe Advisors LLC490,291$10.70M0.1%+1,481.6%0.969% 2/14/2025 Quarry LP2,126$46K0.0%+52.5%0.004% 2/14/2025 Aquatic Capital Management LLC58,864$1.28M0.0%+488.6%0.116% 2/14/2025 Virtus ETF Advisers LLC35,931$784K0.3%+36.3%0.071% 2/14/2025 Capital Analysts LLC2,550$56K0.0%+35.6%0.005% 2/14/2025 MML Investors Services LLC119,721$2.61M0.0%+16.5%0.237% 2/13/2025 CANADA LIFE ASSURANCE Co34,994$763K0.0%-7.0%0.069% 2/13/2025 Marshall Wace LLP102,485$2.24M0.0%+41.6%0.203% 2/13/2025 NewEdge Advisors LLC19,129$417K0.0%N/A0.038% 2/13/2025 Guggenheim Capital LLC23,612$515K0.0%+5.6%0.047% 2/13/2025 Mariner LLC14,914$325K0.0%-3.7%0.029% 2/13/2025 Barclays PLC77,436$1.69M0.0%+1.8%0.153% Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape. For the moment, you can watch this interview free of charge – just click here.2/13/2025 Melia Wealth LLC401,581$8.76M4.6%+3.3%0.794% 2/13/2025 Argent Trust Co77,998$1.70M0.1%-7.5%0.154% 2/13/2025 Zuckerman Investment Group LLC672,468$14.98M1.5%+4.8%1.330% 2/13/2025 Raymond James Financial Inc.194,755$4.25M0.0%N/A0.385% 2/13/2025 Legal & General Group Plc310,285$6.77M0.0%-6.7%0.613% 2/13/2025 Invesco Ltd.31,493$687K0.0%-92.1%0.062% 2/13/2025 Moerus Capital Management LLC73,983$1.61M0.6%-9.9%0.146% 2/12/2025 Franklin Resources Inc.207,330$4.52M0.0%+34.6%0.410% 2/12/2025 Brown Brothers Harriman & Co.2,683$59K0.0%N/A0.005% 2/12/2025 Nomura Asset Management Co. Ltd.2,217$48K0.0%+243.2%0.004% (Data available from 1/1/2016 forward) CSWC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CSWC shares? During the previous two years, 150 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Sanders Morris Harris LLC ($31.99M), Van ECK Associates Corp ($25.97M), Balyasny Asset Management L.P. ($21.85M), Two Sigma Advisers LP ($16.90M), Punch & Associates Investment Management Inc. ($15.32M), Two Sigma Investments LP ($14.70M), and Sound Income Strategies LLC ($13.75M).Learn more on CSWC's institutional investors. What percentage of Capital Southwest stock is owned by institutional investors? 23.42% of Capital Southwest stock is owned by institutional investors. Learn more on CSWC's institutional investor holdings. Which institutional investors have been buying Capital Southwest stock? Of the 136 institutional investors that purchased Capital Southwest stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanders Morris Harris LLC ($1.44M), Balyasny Asset Management L.P. ($1.00M), Beacon Pointe Advisors LLC ($822.27K), Melia Wealth LLC ($715.90K), Van ECK Associates Corp ($688.00K), Raymond James Financial Inc. ($495.36K), and Harbor Capital Advisors Inc. ($361.74K). How much institutional buying is happening at Capital Southwest? Institutional investors have bought a total of 10,055,158 shares in the last 24 months. This purchase volume represents approximately $231.55M in transactions. Which Capital Southwest major shareholders have been selling company stock? Of the 60 institutional investors that sold Capital Southwest stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($427.17K), Melia Wealth LLC ($310.26K), Zuckerman Investment Group LLC ($245.45K), Hennion & Walsh Asset Management Inc. ($118.03K), Sanders Morris Harris LLC ($92.85K), Two Sigma Advisers LP ($87.70K), and Punch & Associates Investment Management Inc. ($73.15K). How much institutional selling is happening at Capital Southwest? Institutional investors have sold a total of 1,880,542 shares in the last 24 months. This volume of shares sold represents approximately $43.51M in transactions. Related Companies GBDC Institutional Ownership CNS Institutional Ownership PSEC Institutional Ownership OCSL Institutional Ownership VRTS Institutional Ownership SLRC Institutional Ownership FDUS Institutional Ownership TCPC Institutional Ownership GLAD Institutional Ownership GAIN Institutional Ownership This page (NASDAQ:CSWC) was last updated on 6/10/2025 by MarketBeat.com Staff From Our PartnersThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... 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