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Capital Southwest (CSWC) Institutional Ownership

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$22.44 -0.40 (-1.73%)
As of 02:17 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Southwest (NASDAQ:CSWC)

Current
Institutional Ownership
Percentage
23.42%
Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$450.46M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$39.57M
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CSWC Institutional Buying and Selling by Quarter

Capital Southwest Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Raymond James Financial Inc.286,597$6.32M0.0%-4.7%0.515%
8/14/2025FJ Capital Management LLC35,067$773K0.1%-12.5%0.063%
8/14/2025Nebula Research & Development LLC25,907$571K0.0%N/A0.047%
8/14/2025Dearborn Partners LLC15,787$348K0.0%-14.3%0.028%
8/14/2025Qube Research & Technologies Ltd63,474$1.40M0.0%-73.2%0.114%
8/13/2025 Marshall Wace LLP147,162$3.24M0.0%-40.8%0.265%
8/13/2025 Invesco Ltd.34,003$749K0.0%+21.8%0.061%
8/13/2025 PharVision Advisers LLC11,249$248K0.4%N/A0.020%
8/13/2025 Beacon Pointe Advisors LLC226,212$4.99M0.1%-45.4%0.407%
8/13/2025 Quantbot Technologies LP75,546$1.67M0.0%+22.7%0.136%
8/13/2025 OMERS ADMINISTRATION Corp34,900$769K0.0%N/A0.063%
8/13/2025 Legacy Capital Wealth Partners LLC59,024$1.30M0.3%-2.0%0.106%
8/13/2025 Virtus Investment Advisers LLC41,064$905K0.3%-7.0%0.074%
8/12/2025 Advisors Asset Management Inc.112,511$2.48M0.0%-24.3%0.202%
8/12/2025 CreativeOne Wealth LLC98,874$2.18M0.1%+7.4%0.178%
8/12/2025 Global Retirement Partners LLC12,695$280K0.0%N/A0.023%
8/12/2025 Cozad Asset Management Inc.49,161$1.08M0.1%+4.3%0.088%
8/12/2025 Franklin Resources Inc.290,762$6.41M0.0%-2.6%0.523%
8/12/2025 Legal & General Group Plc332,746$7.33M0.0%+4.6%0.598%
8/12/2025 MAI Capital Management3,524$78K0.0%+32.5%0.006%
8/12/2025 JPMorgan Chase & Co.8,423$186K0.0%-74.4%0.015%
8/11/2025 Nomura Asset Management Co. Ltd.2,135$47K0.0%+58.5%0.004%
8/8/2025 Cetera Investment Advisers361,722$7.97M0.0%+402.8%0.673%
8/8/2025 Creative Planning9,114$201K0.0%N/A0.017%
8/8/2025 Foundations Investment Advisors LLC118,196$2.61M0.0%+10.8%0.220%
8/7/2025 Hodges Capital Management Inc.106,045$2.34M0.2%+15.6%0.197%
8/7/2025 Samalin Investment Counsel LLC25,864$570K0.2%+8.0%0.048%
8/7/2025 First Dallas Securities Inc.77,102$1.70M0.7%+7.2%0.144%
8/7/2025 Allworth Financial LP4,600$101K0.0%N/A0.009%
8/7/2025 Campbell & CO Investment Adviser LLC20,873$460K0.0%-2.3%0.039%
8/6/2025 Wedbush Securities Inc.11,723$258K0.0%N/A0.022%
8/6/2025 First Horizon Advisors Inc.2,628$58K0.0%+1,214.0%0.005%
8/4/2025 Muzinich & Co. Inc.225,790$4.98M2.2%+64.4%0.420%
8/1/2025 Y Intercept Hong Kong Ltd48,215$1.06M0.0%N/A0.090%
7/31/2025 Nisa Investment Advisors LLC3,500$77K0.0%+600.0%0.007%
7/31/2025 Sumitomo Mitsui Trust Group Inc.172,597$3.80M0.0%+28.6%0.321%
7/30/2025 Denali Advisors LLC113,850$2.51M0.3%-2.2%0.212%
7/30/2025 Sanders Morris Harris LLC1,390,339$30.64M7.3%-3.0%2.589%
7/28/2025 Mutual Advisors LLC9,244$216K0.0%-46.8%0.017%
7/28/2025 Melia Wealth LLC464,973$10.25M4.9%+10.1%0.866%
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7/28/2025 Naviter Wealth LLC100,105$2.21M0.3%+22.4%0.186%
7/25/2025 Atria Wealth Solutions Inc.9,738$215K0.0%N/A0.018%
7/25/2025 CWM LLC2,930$65K0.0%+26.6%0.005%
7/25/2025 Apollon Wealth Management LLC23,797$524K0.0%+10.7%0.044%
7/24/2025 Grace & White Inc. NY174,597$3.85M0.7%-1.1%0.325%
7/23/2025 Tectonic Advisors LLC521,686$11.50M0.7%+18.4%0.971%
7/23/2025 Columbus Macro LLC290,704$6.41M0.8%N/A0.541%
7/23/2025 Mraz Amerine & Associates Inc.42,958$947K0.2%-1.8%0.080%
7/22/2025 Grimes & Company Inc.13,303$293K0.0%-28.5%0.025%
7/18/2025 Union Bancaire Privee UBP SA14,349$316K0.0%+5.1%0.027%
7/17/2025 Sound Income Strategies LLC702,201$15.48M0.9%+14.0%1.307%
7/16/2025 Signaturefd LLC2,483$55K0.0%+52.0%0.005%
7/15/2025 Fortitude Family Office LLC1,400$31K0.0%N/A0.003%
7/11/2025 Farther Finance Advisors LLC3,698$82K0.0%+786.8%0.007%
7/11/2025 Kingstone Capital Partners Texas LLC13,089,875$311.17M0.0%N/A24.371%
7/9/2025 Epiq Partners LLC266,800$5.88M3.0%+4.5%0.497%
7/1/2025 Confluence Investment Management LLC102,107$2.25M0.0%+0.6%0.190%
6/27/2025Goldman Sachs Group Inc.257,672$5.75M0.0%+246.5%0.480%
5/19/2025Jane Street Group LLC10,133$226K0.0%-53.4%0.020%
5/16/2025Northeast Financial Consultants Inc21,867$488K0.0%N/A0.043%
5/16/2025Caxton Associates LLP14,257$318K0.0%N/A0.028%
5/16/2025Sciencast Management LP11,696$261K0.1%N/A0.023%
5/16/2025 First Dallas Securities Inc.71,925$1.61M0.7%+7.2%0.142%
5/16/2025Goldman Sachs Group Inc.257,672$5.75M0.0%+246.5%0.509%
5/16/2025Punch & Associates Investment Management Inc.686,513$15.32M1.0%+2.1%1.357%
5/16/2025NewEdge 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%
5/15/2025First Manhattan CO. LLC.287,136$6.41M0.0%-4.9%0.568%
5/15/2025FJ Capital Management LLC40,081$895K0.1%N/A0.079%
5/15/2025Cubist Systematic Strategies LLC54,015$1.21M0.0%N/A0.107%
5/15/2025Royal Bank of Canada69,139$1.54M0.0%+13.4%0.137%
5/15/2025Quarry LP1,351$30K0.0%-36.5%0.003%
5/15/2025DRW Securities LLC10,070$225K0.0%N/A0.020%
5/15/2025Vident 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%
5/14/2025Zuckerman 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%
5/14/2025Kestra 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%
5/13/2025Raymond 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%
5/12/2025Benjamin 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%
5/8/2025Dearborn 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%
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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%
4/28/2025 Mutual Advisors LLC17,379$388K0.0%N/A0.034%
4/28/2025Redmont Wealth Advisors LLC53,623$1.20M2.3%-19.9%0.106%
(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, 167 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($311.17M), Sanders Morris Harris LLC ($30.64M), Van ECK Associates Corp ($25.97M), Two Sigma Advisers LP ($16.90M), Sound Income Strategies LLC ($15.48M), Punch & Associates Investment Management Inc. ($15.32M), and Two Sigma Investments LP ($14.70M).Learn more on Capital Southwest's institutional investors.

What percentage of Capital Southwest's stock is owned by institutional investors?

23.42% of Capital Southwest's stock is owned by institutional investors. Learn more on CSWC's institutional investor holdings.

Which institutional investors have been buying Capital Southwest's stock?

Of the 151 institutional investors that purchased Capital Southwest's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($13.09M), Sanders Morris Harris LLC ($1.44M), Balyasny Asset Management L.P. ($1.00M), Beacon Pointe Advisors LLC ($822.27K), Melia Wealth LLC ($758.56K), Van ECK Associates Corp ($598.06K), and Raymond James Financial Inc. ($495.36K).

How much institutional buying is happening at Capital Southwest?

Institutional investors have bought a total of 20,579,017 shares in the last 24 months. This purchase volume represents approximately $455.61M in transactions.

Which of Capital Southwest's major shareholders have been selling company stock?

Of the 58 institutional investors that sold Capital Southwest's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($371.44K), Balyasny Asset Management L.P. ($256.86K), Zuckerman Investment Group LLC ($245.45K), Beacon Pointe Advisors LLC ($188.28K), Qube Research & Technologies Ltd ($173.29K), Hennion & Walsh Asset Management Inc. ($103.95K), and Marshall Wace LLP ($101.59K).

How much institutional selling is happening at Capital Southwest?

Institutional investors have sold a total of 2,081,038 shares in the last 24 months. This volume of shares sold represents approximately $46.44M in transactions.


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This page (NASDAQ:CSWC) was last updated on 8/15/2025 by MarketBeat.com Staff
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