Capital Southwest Corp (CSWC) Institutional Ownership

Ownership Summary

Capital Southwest Corp (NASDAQ:CSWC) has 157 institutional investors that have filed 13F reports for the period ending December 2025.

• These investors held 22.4% of outstanding shares in December 2025, down from 25.8% in September 2025.
• 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.
• Of these 157 funds, 71 grew their exposure to Capital Southwest, 57 cut back, and 29 maintained positions.
• 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.
• VAN ECK ASSOCIATES CORP is the top holder of Capital Southwest as of December 31, 2025, with 1.38Mn shares representing 2.07% of outstanding stock.
• Top purchasers of CSWC stock for the quarter ending December 2025 included GraniteShares Advisors LLC (244.94K), Connor, Clark & Lunn Investment Management Ltd. (188.92K), TWO SIGMA INVESTMENTS, LP (157.03K), Muzinich & Co., Inc. (152.06K), Sound Income Strategies, LLC (129.18K).
• The largest sellers of Capital Southwest for the quarter ending December 2025 were Zuckerman Investment Group, LLC (370.51K), Trexquant Investment LP (199.57K), HRT FINANCIAL LP (195.82K), VAN ECK ASSOCIATES CORP (76.83K), REDMONT WEALTH ADVISORS LLC (67.54K).
• Per Business Quant data, the top 10 holders of Capital Southwest for the quarter ending December 2025 are VAN ECK ASSOCIATES CORP (1.38Mn), TWO SIGMA ADVISERS, LP (1.06Mn), TWO SIGMA INVESTMENTS, LP (1.05Mn), Sound Income Strategies, LLC (885.97K), UBS Group AG (817.15K), Melia Wealth LLC (502.99K), Muzinich & Co., Inc. (425.32K), Cetera Investment Advisers (424.63K), BlackRock, Inc. (422.26K), Legal & General Group Plc (389.58K).