Capital Southwest Corp (CSWC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

66,842,796Shares Outstanding

15,210,221Shares held by institutions

$356,907,836Value of institutional holdings

22.76%Institutional ownership %

5.72%Shares Changed QoQ

159No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Capital Southwest Corp (NASDAQ:CSWC) appears in 157 institutional 13F filings for the quarter ending December 2025.

Their combined ownership stood at 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.
During the quarter, 71 of these 157 funds increased positions in CSWC, 57 reduced exposure, and 29 held steady.
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, SANDERS MORRIS HARRIS LLC held the largest stake in Capital Southwest with 1.11Mn shares, accounting for 1.66% of total shares outstanding.
Leading buyers of Capital Southwest shares for the quarter ending December 2025 were SANDERS MORRIS HARRIS LLC (1.11Mn), Naviter Wealth, LLC (25.32K), Bayshore Capital Advisors, LLC (20.5K), Columbus Macro, LLC (12.26K), CONFLUENCE INVESTMENT MANAGEMENT LLC (11.53K).
Leading sellers of Capital Southwest shares for the quarter ending December 2025 were GraniteShares Advisors LLC (135.05K), SMH CAPITAL ADVISORS INC (76.67K), Union Bancaire Privee, UBP SA (5.58K), Samalin Investment Counsel, LLC (5.46K), Farther Finance Advisors, LLC (2.62K).
Per Business Quant, the top 10 investors in CSWC for the quarter ending December 2025 include SANDERS MORRIS HARRIS LLC (1.11Mn), Muzinich & Co., Inc. (426.24K), Columbus Macro, LLC (357.78K), EPIQ PARTNERS, LLC (312.33K), GRACE & WHITE INC /NY (164.7K), Naviter Wealth, LLC (124.57K), GraniteShares Advisors LLC (109.89K), CONFLUENCE INVESTMENT MANAGEMENT LLC (95.34K), Cornerstone Wealth Management, LLC (40.59K), Apollon Wealth Management, LLC (24.65K).

159 Institutional Holders

15,210,221 Total Shares Held

Rows:

Download Data

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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