Capital Southwest (CSWC) Institutional Ownership

$23.22 -0.10 (-0.43%)

Closing price 05/29/2026 04:00 PM Eastern

Extended Trading

$23.36 +0.14 (+0.61%)

As of 05/29/2026 07:57 PM Eastern

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Current Institutional Ownership Percentage: 23.42%
Number of Institutional Buyers (last 12 months): 102
Total Institutional Inflows (last 12 months): $403.73M

Number of Institutional Sellers (last 12 months): 64
Total Institutional Outflows (last 12 months): $362.25M

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CSWC Institutional Buying and Selling by Quarter

Capital Southwest Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/28/2026	Cozad Asset Management Inc.	59,867	$1.32M	0.1%	+14.3%	0.096%
5/19/2026	Bank of America Corp DE	41,774	$924K	0.0%	-17.2%	0.069%
5/18/2026	Sunbelt Securities Inc.	37,030	$819K	0.1%	+4.3%	0.062%
5/18/2026	EverSource Wealth Advisors LLC	2,329	$52K	0.0%	-16.7%	0.004%
5/18/2026	Royal Bank of Canada	23,273	$515K	0.0%	-70.7%	0.039%
5/18/2026	Empowered Funds LLC	619,098	$13.69M	0.1%	N/A	1.029%
5/15/2026	Empirical Finance LLC	618,866	$13.69M	0.6%	N/A	1.029%
5/13/2026	Militia Capital Management LLC	35,000	$774K	0.2%	N/A	0.058%
5/8/2026	PNC Financial Services Group Inc.	4,654	$103K	0.0%	+197.2%	0.008%
5/7/2026	Hollencrest Capital Management	3,998	$88K	0.0%	-46.2%	0.007%
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5/6/2026	Catalyst Capital Advisors LLC	49,000	$1.08M	0.0%	-94.8%	0.081%
5/6/2026	Independent Financial Group LLC	15,216	$337K	0.0%	N/A	0.025%
5/2/2026	Arlington Capital Management Inc.	21,565	$477K	0.3%	N/A	0.036%
4/30/2026	Kestra Advisory Services LLC	56,864	$1.26M	0.0%	+28.1%	0.095%
4/28/2026	Hodges Capital Management Inc.	110,275	$2.44M	0.2%	+1.7%	0.183%
4/27/2026	Leonteq Securities AG	7,000	$155K	0.0%	+11.1%	0.012%
4/27/2026	Sound Income Strategies LLC	903,329	$19.81M	1.0%	+2.0%	1.502%
4/23/2026	GraniteShares Advisors LLC	109,894	$2.43M	1.8%	-10.3%	0.183%
4/23/2026	SageGuard Financial Group LLC	9,690	$214K	0.0%	-20.0%	0.016%
4/22/2026	Union Bancaire Privee UBP SA	1,685	$36K	0.0%	-76.8%	0.003%
4/21/2026	Columbus Macro LLC	357,781	$7.91M	0.8%	+3.5%	0.595%
4/18/2026	CENTRAL TRUST Co	2,700	$60K	0.0%	N/A	0.004%
3/16/2026	Osbon Capital Management LLC	2,500	$55K	0.1%	N/A	0.004%
3/13/2026	Fund Advisors of America Inc FL	20,620	$457K	0.4%	N/A	0.034%
2/20/2026	Sunbelt Securities Inc.	35,500	$786K	0.1%	-21.3%	0.059%
2/19/2026	Invesco Ltd.	34,576	$766K	0.0%	-6.0%	0.057%
2/18/2026	Vident Advisory LLC	11,719	$260K	0.0%	-26.0%	0.019%
2/18/2026	Voloridge Investment Management LLC	169,858	$3.76M	0.0%	-22.9%	0.282%
2/18/2026	Virtus Investment Advisers LLC	32,682	$724K	0.2%	-18.6%	0.054%
2/18/2026	First Manhattan CO. LLC.	206,002	$4.56M	0.0%	-5.9%	0.342%
2/18/2026	Balyasny Asset Management L.P.	13,410	$297K	0.0%	-51.8%	0.022%
2/17/2026	Guggenheim Capital LLC	27,461	$608K	0.0%	+7.5%	0.046%
2/17/2026	Trexquant Investment LP	22,122	$490K	0.0%	-90.0%	0.037%
2/17/2026	Osaic Holdings Inc.	28,190	$624K	0.0%	-12.6%	0.047%
2/17/2026	Atom Investors LP	65,809	$1.46M	0.1%	N/A	0.109%
2/17/2026	Royal Bank of Canada	79,556	$1.76M	0.0%	-35.8%	0.132%
2/16/2026	Verition Fund Management LLC	88,378	$1.96M	0.0%	+168.1%	0.147%
2/16/2026	Mariner LLC	20,056	$444K	0.0%	-35.0%	0.033%
2/16/2026	FJ Capital Management LLC	92,685	$2.05M	0.2%	N/A	0.154%
2/16/2026	Barclays PLC	97,739	$2.17M	0.0%	N/A	0.162%
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2/13/2026	Kestra Advisory Services LLC	44,378	$983K	0.0%	-4.6%	0.074%
2/13/2026	CreativeOne Wealth LLC	50,840	$1.13M	0.0%	-47.6%	0.085%
2/13/2026	Zuckerman Investment Group LLC	44,930	$995K	0.1%	-89.2%	0.075%
2/13/2026	CANADA LIFE ASSURANCE Co	71,781	$1.59M	0.0%	+4.1%	0.119%
2/13/2026	VPR Management LLC	8,500	$188K	0.1%	+54.5%	0.014%
2/13/2026	State Street Corp	62,507	$1.39M	0.0%	+23.5%	0.104%
2/13/2026	Van ECK Associates Corp	1,380,316	$30.57M	0.0%	-5.3%	2.294%
2/12/2026	Advisors Asset Management Inc.	103,463	$2.29M	0.0%	-15.6%	0.172%
2/12/2026	HRT Financial LP	63,145	$1.40M	0.0%	-75.6%	0.105%
2/12/2026	Commonwealth Equity Services LLC	92,347	$2.05M	0.0%	-1.4%	0.154%
2/12/2026	Moerus Capital Management LLC	61,698	$1.37M	0.6%	-16.6%	0.103%
2/12/2026	Wedbush Securities Inc.	16,378	$363K	0.0%	+25.6%	0.027%
2/11/2026	Hodges Capital Management Inc.	108,462	$2.40M	0.2%	+6.7%	0.180%
2/11/2026	First Dallas Securities Inc.	89,911	$1.99M	0.7%	+7.0%	0.149%
2/11/2026	LPL Financial LLC	214,780	$4.76M	0.0%	+10.3%	0.357%
2/11/2026	Franklin Resources Inc.	262,299	$5.81M	0.0%	-15.7%	0.436%
2/11/2026	Dearborn Partners LLC	19,999	$443K	0.0%	+4.5%	0.033%
2/11/2026	Closed End Fund Advisors Inc.	113,731	$2.52M	1.5%	N/A	0.189%
2/10/2026	Goldman Sachs Group Inc.	229,086	$5.07M	0.0%	-0.9%	0.381%
2/10/2026	Womack Financial LLC	217,125	$4.81M	3.6%	+5.2%	0.361%
2/10/2026	Foundations Investment Advisors LLC	129,848	$2.88M	0.0%	-0.4%	0.216%
2/9/2026	Melia Wealth LLC	502,988	$11.14M	5.1%	+2.6%	0.836%
2/9/2026	Legal & General Group Plc	389,580	$8.64M	0.0%	+17.4%	0.648%
2/6/2026	Mraz Amerine & Associates Inc.	28,910	$640K	0.1%	-27.2%	0.048%
2/6/2026	Global Retirement Partners LLC	11,587	$257K	0.0%	-6.3%	0.019%
2/6/2026	Leonteq Securities AG	6,300	$140K	0.0%	N/A	0.010%
2/6/2026	ProShare Advisors LLC	10,944	$242K	0.0%	-5.6%	0.018%
2/6/2026	HighTower Advisors LLC	9,638	$213K	0.0%	-8.9%	0.016%
2/5/2026	Cornerstone Wealth Management LLC	40,835	$904K	0.0%	-5.2%	0.068%
2/3/2026	Washington Trust Advisors Inc.	2,500	$55K	0.0%	-41.9%	0.004%
2/3/2026	Denali Advisors LLC	76,284	$1.69M	0.2%	-13.1%	0.133%
2/3/2026	GRIMES & Co WEALTH MANAGEMENT LLC	9,261	$205K	0.0%	-26.7%	0.016%
1/30/2026	Samalin Investment Counsel LLC	28,343	$628K	0.2%	+8.2%	0.049%
1/29/2026	UBS Group AG	817,148	$18.10M	0.0%	+5.0%	1.422%
1/27/2026	SageGuard Financial Group LLC	12,113	$268K	0.0%	N/A	0.021%
1/27/2026	GraniteShares Advisors LLC	122,472	$2.71M	1.6%	N/A	0.213%
1/26/2026	Grace & White Inc. NY	164,697	$3.65M	0.7%	-1.9%	0.287%
1/23/2026	Sumitomo Mitsui Trust Group Inc.	284,778	$6.31M	0.0%	+29.4%	0.496%
1/21/2026	Muzinich & Co. Inc.	425,322	$9.42M	3.0%	+55.6%	0.740%
1/21/2026	Naviter Wealth LLC	99,245	$2.20M	0.3%	-3.4%	0.173%
1/21/2026	Sound Income Strategies LLC	885,967	$20.98M	1.0%	+17.1%	1.542%
1/20/2026	Accel Wealth Management	12,495	$277K	0.1%	N/A	0.022%
1/16/2026	Catalina Capital Group LLC	11,897	$264K	0.2%	N/A	0.021%
1/16/2026	Legacy Capital Wealth Partners LLC	66,218	$1.47M	0.3%	+12.9%	0.115%
1/15/2026	Columbus Macro LLC	345,520	$7.65M	0.8%	+8.4%	0.601%
1/14/2026	Hennion & Walsh Asset Management Inc.	57,913	$1.28M	0.0%	-5.3%	0.101%
1/7/2026	Epiq Partners LLC	310,965	$6.89M	3.2%	+5.3%	0.541%
1/5/2026	Confluence Investment Management LLC	83,810	$1.86M	0.0%	-3.3%	0.146%
1/5/2026	Union Bancaire Privee UBP SA	7,265	$161K	0.0%	-22.3%	0.013%
1/1/2026	JPMorgan Chase & Co.	25,309	$553K	0.0%	+200.5%	0.044%
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12/23/2025	Triumph Capital Management	1,300	$28K	0.0%	N/A	0.002%
11/21/2025	CIBC Bancorp USA Inc.	12,471	$273K	0.0%	N/A	0.022%
11/19/2025	Sunbelt Securities Inc.	45,100	$986K	0.1%	+21.1%	0.078%
11/17/2025	CANADA LIFE ASSURANCE Co	68,944	$1.51M	0.0%	+35.1%	0.120%
11/17/2025	Caxton Associates LLP	26,267	$574K	0.0%	+84.2%	0.046%
11/17/2025	Triumph Capital Management	1,300	$28K	0.0%	N/A	0.002%
11/17/2025	VPR Management LLC	5,500	$120K	0.1%	+120.0%	0.010%
11/17/2025	Verition Fund Management LLC	32,962	$721K	0.0%	+4.6%	0.057%
11/17/2025	Qube Research & Technologies Ltd	42,372	$926K	0.0%	-33.2%	0.074%
11/17/2025	Mariner LLC	30,835	$674K	0.0%	+8.9%	0.054%

CSWC Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Van ECK Associates Corp ($30.57M), Sanders Morris Harris LLC ($29.92M), Sound Income Strategies LLC ($19.81M), UBS Group AG ($18.10M), 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 159 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 18,311,719 shares in the last 24 months. This purchase volume represents approximately $403.73M in transactions.

Of the 64 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), Balyasny Asset Management L.P. ($271.29K), Trexquant Investment LP ($199.57K), HRT Financial LP ($195.83K), and Qube Research & Technologies Ltd ($194.39K).

Institutional investors have sold a total of 16,536,370 shares in the last 24 months. This volume of shares sold represents approximately $362.25M in transactions.

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This page (NASDAQ:CSWC) was last updated on 5/31/2026 by MarketBeat.com Staff.

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Capital Southwest (CSWC) Institutional Ownership

CSWC Institutional Buying and Selling by Quarter

Capital Southwest Major Shareholders & Ownership History

CSWC Institutional Ownership - Frequently Asked Questions

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Capital Southwest (CSWC) Institutional Ownership

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

CSWC Institutional Buying and Selling by Quarter

Capital Southwest Major Shareholders & Ownership History

CSWC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSWC shares?

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

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

How much institutional buying is happening at Capital Southwest?

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

How much institutional selling is happening at Capital Southwest?

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