Go Pro
→ The end may be near for these iconic stocks (From Chaikin Analytics) (Ad)tc pixel Free CSWC Stock Alerts

Capital Southwest (CSWC) Institutional Ownership

Capital Southwest logo
$23.59 -0.02 (-0.08%)
Closing price 07/30/2026 04:00 PM Eastern
Extended Trading
$23.72 +0.13 (+0.55%)
As of 07/30/2026 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Capital Southwest (NASDAQ:CSWC)

Current
Institutional Ownership
Percentage
23.42%
Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$99.83M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$369.71M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CSWC Institutional Buying and Selling by Quarter

Capital Southwest Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Allied Private Wealth LLC1,575$37K0.0%N/A0.003%
7/9/2026 Hennion & Walsh Asset Management Inc.62,374$1.48M0.0%-2.2%0.100%
7/8/2026 Sanders Morris Harris LLC759,992$18.07M10.5%-31.6%1.223%
7/7/2026 Epiq Partners LLC294,003$6.99M3.0%-5.9%0.473%
6/12/2026Militia Capital Management LLC35,000$774K0.2%N/A0.056%
5/28/2026Cozad Asset Management Inc.59,867$1.32M0.1%+14.3%0.096%
5/19/2026Bank of America Corp DE41,774$924K0.0%-17.2%0.069%
5/18/2026Sunbelt Securities Inc.37,030$819K0.1%+4.3%0.062%
5/18/2026 EverSource Wealth Advisors LLC2,329$52K0.0%-16.7%0.004%
5/18/2026Royal Bank of Canada23,273$515K0.0%-70.7%0.039%
5/18/2026Empowered Funds LLC619,098$13.69M0.1%N/A0.996%
5/15/2026Empirical Finance LLC618,866$13.69M0.6%N/A1.029%
5/13/2026Militia Capital Management LLC35,000$774K0.2%N/A0.058%
5/8/2026PNC Financial Services Group Inc.4,654$103K0.0%+197.2%0.008%
5/7/2026Hollencrest Capital Management3,998$88K0.0%-46.2%0.007%
5/6/2026 Catalyst Capital Advisors LLC49,000$1.08M0.0%-94.8%0.081%
5/6/2026 Independent Financial Group LLC15,216$337K0.0%N/A0.025%
5/2/2026 Arlington Capital Management Inc.21,565$477K0.3%N/A0.036%
4/30/2026 Kestra Advisory Services LLC56,864$1.26M0.0%+28.1%0.095%
4/28/2026Hodges Capital Management Inc.110,275$2.44M0.2%+1.7%0.183%
4/27/2026 Leonteq Securities AG7,000$155K0.0%+11.1%0.012%
4/27/2026 Sound Income Strategies LLC903,329$19.81M1.0%+2.0%1.502%
4/23/2026GraniteShares Advisors LLC109,894$2.43M1.8%-10.3%0.183%
4/23/2026 SageGuard Financial Group LLC9,690$214K0.0%-20.0%0.016%
4/22/2026 Union Bancaire Privee UBP SA1,685$36K0.0%-76.8%0.003%
4/21/2026 Columbus Macro LLC357,781$7.91M0.8%+3.5%0.595%
4/18/2026CENTRAL TRUST Co2,700$60K0.0%N/A0.004%
3/16/2026Osbon Capital Management LLC2,500$55K0.1%N/A0.004%
3/13/2026Fund Advisors of America Inc FL20,620$457K0.4%N/A0.034%
2/20/2026Sunbelt Securities Inc.35,500$786K0.1%-21.3%0.059%
2/19/2026Invesco Ltd.34,576$766K0.0%-6.0%0.057%
2/18/2026Vident Advisory LLC11,719$260K0.0%-26.0%0.019%
2/18/2026Voloridge Investment Management LLC169,858$3.76M0.0%-22.9%0.282%
2/18/2026Virtus Investment Advisers LLC32,682$724K0.2%-18.6%0.054%
2/18/2026First Manhattan CO. LLC.206,002$4.56M0.0%-5.9%0.342%
2/18/2026Balyasny Asset Management L.P.13,410$297K0.0%-51.8%0.022%
2/17/2026Guggenheim Capital LLC27,461$608K0.0%+7.5%0.046%
2/17/2026Trexquant Investment LP22,122$490K0.0%-90.0%0.037%
2/17/2026Osaic Holdings Inc.28,190$624K0.0%-12.6%0.047%
2/17/2026Atom Investors LP65,809$1.46M0.1%N/A0.109%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/17/2026Royal Bank of Canada79,556$1.76M0.0%-35.8%0.132%
2/16/2026Verition Fund Management LLC88,378$1.96M0.0%+168.1%0.147%
2/16/2026Mariner LLC20,056$444K0.0%-35.0%0.033%
2/16/2026FJ Capital Management LLC92,685$2.05M0.2%N/A0.154%
2/16/2026Barclays PLC97,739$2.17M0.0%N/A0.162%
2/13/2026 Kestra Advisory Services LLC44,378$983K0.0%-4.6%0.074%
2/13/2026CreativeOne Wealth LLC50,840$1.13M0.0%-47.6%0.085%
2/13/2026Zuckerman Investment Group LLC44,930$995K0.1%-89.2%0.075%
2/13/2026CANADA LIFE ASSURANCE Co71,781$1.59M0.0%+4.1%0.119%
2/13/2026VPR Management LLC8,500$188K0.1%+54.5%0.014%
2/13/2026State Street Corp62,507$1.39M0.0%+23.5%0.104%
2/13/2026Van ECK Associates Corp1,380,316$30.57M0.0%-5.3%2.294%
2/12/2026Advisors Asset Management Inc.103,463$2.29M0.0%-15.6%0.172%
2/12/2026HRT Financial LP63,145$1.40M0.0%-75.6%0.105%
2/12/2026 Commonwealth Equity Services LLC92,347$2.05M0.0%-1.4%0.154%
2/12/2026Moerus Capital Management LLC61,698$1.37M0.6%-16.6%0.103%
2/12/2026 Wedbush Securities Inc.16,378$363K0.0%+25.6%0.027%
2/11/2026Hodges Capital Management Inc.108,462$2.40M0.2%+6.7%0.180%
2/11/2026First Dallas Securities Inc.89,911$1.99M0.7%+7.0%0.149%
2/11/2026LPL Financial LLC214,780$4.76M0.0%+10.3%0.357%
2/11/2026Franklin Resources Inc.262,299$5.81M0.0%-15.7%0.436%
2/11/2026Dearborn Partners LLC19,999$443K0.0%+4.5%0.033%
2/11/2026 Closed End Fund Advisors Inc.113,731$2.52M1.5%N/A0.189%
2/10/2026Goldman Sachs Group Inc.229,086$5.07M0.0%-0.9%0.381%
2/10/2026Womack Financial LLC217,125$4.81M3.6%+5.2%0.361%
2/10/2026Foundations Investment Advisors LLC129,848$2.88M0.0%-0.4%0.216%
2/9/2026Melia Wealth LLC502,988$11.14M5.1%+2.6%0.836%
2/9/2026Legal & General Group Plc389,580$8.64M0.0%+17.4%0.648%
2/6/2026 Mraz Amerine & Associates Inc.28,910$640K0.1%-27.2%0.048%
2/6/2026Global Retirement Partners LLC11,587$257K0.0%-6.3%0.019%
2/6/2026 Leonteq Securities AG6,300$140K0.0%N/A0.010%
2/6/2026ProShare Advisors LLC10,944$242K0.0%-5.6%0.018%
2/6/2026HighTower Advisors LLC9,638$213K0.0%-8.9%0.016%
2/5/2026 Cornerstone Wealth Management LLC40,835$904K0.0%-5.2%0.068%
2/3/2026 Washington Trust Advisors Inc.2,500$55K0.0%-41.9%0.004%
2/3/2026Denali Advisors LLC76,284$1.69M0.2%-13.1%0.133%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC9,261$205K0.0%-26.7%0.016%
1/30/2026 Samalin Investment Counsel LLC28,343$628K0.2%+8.2%0.049%
1/29/2026UBS Group AG817,148$18.10M0.0%+5.0%1.422%
1/27/2026 SageGuard Financial Group LLC12,113$268K0.0%N/A0.021%
1/27/2026GraniteShares Advisors LLC122,472$2.71M1.6%N/A0.213%
1/26/2026 Grace & White Inc. NY164,697$3.65M0.7%-1.9%0.287%
1/23/2026Sumitomo Mitsui Trust Group Inc.284,778$6.31M0.0%+29.4%0.496%
1/21/2026 Muzinich & Co. Inc.425,322$9.42M3.0%+55.6%0.740%
1/21/2026Naviter Wealth LLC99,245$2.20M0.3%-3.4%0.173%
1/21/2026 Sound Income Strategies LLC885,967$20.98M1.0%+17.1%1.542%
1/20/2026 Accel Wealth Management12,495$277K0.1%N/A0.022%
1/16/2026Catalina Capital Group LLC11,897$264K0.2%N/A0.021%
1/16/2026Legacy Capital Wealth Partners LLC66,218$1.47M0.3%+12.9%0.115%
1/15/2026 Columbus Macro LLC345,520$7.65M0.8%+8.4%0.601%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
1/14/2026 Hennion & Walsh Asset Management Inc.57,913$1.28M0.0%-5.3%0.101%
1/7/2026 Epiq Partners LLC310,965$6.89M3.2%+5.3%0.541%
1/5/2026 Confluence Investment Management LLC83,810$1.86M0.0%-3.3%0.146%
1/5/2026 Union Bancaire Privee UBP SA7,265$161K0.0%-22.3%0.013%
1/1/2026JPMorgan Chase & Co.25,309$553K0.0%+200.5%0.044%
12/23/2025 Triumph Capital Management1,300$28K0.0%N/A0.002%
11/21/2025CIBC Bancorp USA Inc.12,471$273K0.0%N/A0.022%
11/19/2025Sunbelt Securities Inc.45,100$986K0.1%+21.1%0.078%
11/17/2025CANADA LIFE ASSURANCE Co68,944$1.51M0.0%+35.1%0.120%
11/17/2025Caxton Associates LLP26,267$574K0.0%+84.2%0.046%


CSWC Institutional Ownership - Frequently Asked Questions

During the previous two years, 182 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Van ECK Associates Corp ($30.57M), Sound Income Strategies LLC ($19.81M), UBS Group AG ($18.10M), Sanders Morris Harris LLC ($18.07M), Two Sigma Advisers LP ($16.90M), Punch & Associates Investment Management Inc. ($15.32M), and Two Sigma Investments LP ($14.70M).Learn more on Capital Southwest's institutional investors.

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

Of the 157 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), Balyasny Asset Management L.P. ($1.00M), Sanders Morris Harris LLC ($796.90K), Empowered Funds LLC ($619.10K), Empirical Finance LLC ($618.87K), Raymond James Financial Inc. ($511.61K), and Beacon Pointe Advisors LLC ($459.29K).

Institutional investors have bought a total of 4,525,126 shares in the last 24 months. This purchase volume represents approximately $99.83M in transactions.

Of the 63 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: Kingstone Capital Partners Texas LLC ($13.08M), Catalyst Capital Advisors LLC ($887K), Zuckerman Investment Group LLC ($415.45K), Sanders Morris Harris LLC ($372.91K), Balyasny Asset Management L.P. ($271.29K), Trexquant Investment LP ($199.57K), and HRT Financial LP ($195.83K).

Institutional investors have sold a total of 16,845,761 shares in the last 24 months. This volume of shares sold represents approximately $369.71M in transactions.


Related Companies

This page (NASDAQ:CSWC) was last updated on 7/31/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel