Capital Southwest Corp (CSWC) Institutional Ownership

Ownership Summary

Capital Southwest Corp (NASDAQ:CSWC) has 157 institutional investors with active 13F positions as of December 2025.

• These investors collectively held 22.4% of Capital Southwest's outstanding shares in December 2025, down from 25.8% in September 2025.
• Their total shares held in CSWC increased 4.52% from the prior quarter, while the number of investors in Capital Southwest decreased 0.63% year over year.
• During the quarter, 71 of these 157 funds increased positions in CSWC, 57 reduced exposure, and 29 held steady.
• Institutional investors collectively held 14.96Mn shares in Capital Southwest as of December 2025, up by 646.32K shares quarter on quarter, and down 498.65K shares year over year.
• TWO SIGMA INVESTMENTS, LP is the top holder of Capital Southwest as of December 31, 2025, with 2.35Mn shares representing 3.52% of outstanding stock.
• Top purchasers of CSWC stock for the quarter ending December 2025 included TWO SIGMA INVESTMENTS, LP (1.3Mn), SANDERS MORRIS HARRIS LLC (1.11Mn), Empowered Funds, LLC (619.1K), Empirical Finance, LLC (618.87K), PANORAMIC INVESTMENT ADVISORS, LLC (515.52K).
• The biggest sellers of Capital Southwest for the quarter ending December 2025 included VAN ECK ASSOCIATES CORP (252.76K), BlackRock, Inc. (145.77K), GraniteShares Advisors LLC (135.05K), Closed-End Fund Advisors, Inc. (83.14K), SMH CAPITAL ADVISORS INC (76.67K).
• Business Quant data shows the 10 biggest positions in Capital Southwest as of December 2025 are held by TWO SIGMA INVESTMENTS, LP (2.35Mn), VAN ECK ASSOCIATES CORP (1.13Mn), SANDERS MORRIS HARRIS LLC (1.11Mn), Sound Income Strategies, LLC (903.33K), UBS Group AG (854.13K), Empowered Funds, LLC (619.1K), Empirical Finance, LLC (618.87K), PANORAMIC INVESTMENT ADVISORS, LLC (515.52K), Melia Wealth LLC (515.48K), Cetera Investment Advisers (452.7K).