Capital Southwest Corp (CSWC) Institutional Ownership

Institutions by Trading Activity

66,842,796Shares Outstanding

15,210,221Shares held by institutions

$362,611,669Value of institutional holdings

22.76%Institutional ownership %

5.72%Shares Changed QoQ

159No. of institutional investors

Capital Southwest Corp (NASDAQ:CSWC) showed up in the 13F filings of 157 institutional investors as of December 2025.

They owned 22.4% of outstanding stock in December 2025, down from 25.8% the prior quarter.
Their total shares held in CSWC increased 4.52% quarter over quarter, and separately, investors owning Capital Southwest decreased 0.63% from a year ago.
Among the 157 funds, 71 bought more Capital Southwest shares, 57 sold down, and 29 held their ground.
Altogether, these fund groups held 14.96Mn shares in CSWC by December 2025, up by 646.32K shares quarter on quarter, and down 498.65K shares year over year.
As of December 31, 2025, CONFLUENCE INVESTMENT MANAGEMENT LLC held the largest stake in Capital Southwest with 95.34K shares, accounting for 0.14% of total shares outstanding.
Top purchasers of CSWC stock for the quarter ending December 2025 included CONFLUENCE INVESTMENT MANAGEMENT LLC (11.53K).
Per Business Quant data, the top 1 holders of Capital Southwest for the quarter ending December 2025 are CONFLUENCE INVESTMENT MANAGEMENT LLC (95.34K).

15,210,221 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VAN ECK ASSOCIATES CORP	31 Dec, 2025	1,380,316	-76,830	-5.27%	$30,574.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	1,062,917	68,111	6.85%	$23,543,612.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	1,049,382	157,029	17.60%	$23,243,811.00
Sound Income Strategies, LLC	31 Dec, 2025	885,967	129,181	17.07%	$20,979,701.00
UBS Group AG	31 Dec, 2025	817,148	38,987	5.01%	$18,099,828.00
Melia Wealth LLC	31 Dec, 2025	502,988	12,537	2.56%	$11,141,185.00
Goldman Sachs Group Inc	31 Dec, 2025	458,172	227,067	98.25%	$10,148,510.00
Muzinich & Co., Inc.	31 Dec, 2025	425,322	152,057	55.64%	$9,420,882.00
Cetera Investment Advisers	31 Dec, 2025	424,631	14,664	3.58%	$9,405,571.00
BlackRock, Inc.	31 Dec, 2025	422,257	-2,131	-0.50%	$9,352,996.00
Legal & General Group Plc	31 Dec, 2025	389,580	57,679	17.38%	$8,638,936.00
ENVESTNET ASSET MANAGEMENT INC	31 Dec, 2025	386,138	21,236	5.82%	$8,552,960.00
Columbus Macro, LLC	31 Dec, 2025	345,520	26,633	8.35%	$7,653,274.00
EPIQ PARTNERS, LLC	31 Dec, 2025	310,965	15,536	5.26%	$6,887,875.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	284,778	64,706	29.40%	$6,307,833.00
Raymond James Financial Inc	31 Dec, 2025	281,013	-21,840	-7.21%	$6,224,438.00
Franklin Resources Inc	31 Dec, 2025	262,299	-48,931	-15.72%	$5,809,923.00
GraniteShares Advisors LLC	31 Dec, 2025	244,944	244,944	0.00%	$5,425,510.00
Morgan Stanley	31 Dec, 2025	238,264	4,521	1.93%	$5,277,569.00
Womack Financial LLC	31 Dec, 2025	217,125	10,771	5.22%	$4,809,327.00

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