Capital Southwest Corp (CSWC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

66,842,796Shares Outstanding
17,110,602Shares held by institutions
$399,703,663Value of institutional holdings
25.60%Institutional ownership %
32.79%Shares Changed QoQ
168No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

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

294 Institutional Holders

17,110,602 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
TWO SIGMA INVESTMENTS, LP 31 Mar, 2026 2,349,648 1,300,266 123.91% $51,974,214.00
VAN ECK ASSOCIATES CORP 31 Mar, 2026 1,380,316 -76,830 -5.27% $30,574.00
VAN ECK ASSOCIATES CORP 31 Mar, 2026 1,127,561 -252,755 -18.31% $24,942.00
TWO SIGMA ADVISERS, LP 31 Mar, 2026 1,062,917 68,111 6.85% $23,543,612.00
TWO SIGMA INVESTMENTS, LP 31 Mar, 2026 1,049,382 157,029 17.60% $23,243,811.00
Sound Income Strategies, LLC 31 Mar, 2026 903,329 17,362 1.96% $19,810,001.00
Sound Income Strategies, LLC 31 Mar, 2026 885,967 129,181 17.07% $20,979,701.00
UBS Group AG 31 Mar, 2026 854,131 36,983 4.53% $18,893,378.00
UBS Group AG 31 Mar, 2026 817,148 38,987 5.01% $18,099,828.00
Empowered Funds, LLC 31 Mar, 2026 619,098 619,098 0.00% $13,694,448.00
Empirical Finance, LLC 31 Mar, 2026 618,866 618,866 0.00% $13,689,316.00
PANORAMIC INVESTMENT ADVISORS, LLC 31 Mar, 2026 515,525 515,525 0.00% $11,403,415.00
Melia Wealth LLC 31 Mar, 2026 515,478 12,490 2.48% $11,402,376.00
Melia Wealth LLC 31 Mar, 2026 502,988 12,537 2.56% $11,141,185.00
Goldman Sachs Group Inc 31 Mar, 2026 458,172 227,067 98.25% $10,148,510.00
Cetera Investment Advisers 31 Mar, 2026 452,698 28,067 6.61% $10,013,681.00
Legal & General Group Plc 31 Mar, 2026 443,138 53,558 13.75% $9,804,428.00
Muzinich & Co., Inc. 31 Mar, 2026 425,322 152,057 55.64% $9,420,882.00
Cetera Investment Advisers 31 Mar, 2026 424,631 14,664 3.58% $9,405,571.00
BlackRock, Inc. 31 Mar, 2026 422,257 -2,131 -0.50% $9,352,996.00