CAPITAL SOUTHWEST CORP (CSWC) Institutional Ownership Changes & 13F Activity

CAPITAL SOUTHWEST CORP (CSWC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Two Sigma Investments, Lp, Van Eck Associates Corp, Millennium Management Llc, Schonfeld Strategic Advisors Llc, and Melia Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+88,25188,251$2.10MQ2 2026Sep 02, 2026
Archer Investment CorpBuy+4+2.8%146$3.46KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,000+0.5%197,768$4.70MQ2 2026Aug 18, 2026
Melia Wealth LlcSell-137,718-26.7%377,760$8.98MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-93,401-15.1%525,697$12.50MQ2 2026Aug 17, 2026
Dearborn Partners LlcSell-5,454-28.1%13,966$331.98KQ2 2026Aug 17, 2026
Two Sigma Investments, LpSell-1,169,257-49.8%1,180,391$28.06MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+399,106+35.4%1,526,667$36.29MQ2 2026Aug 14, 2026
Millennium Management LlcSell-180,067-88.0%24,481$581.91KQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+160,021160,021$3.80MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+103,851103,851$2.47MQ2 2026Aug 14, 2026
Voloridge Investment Management, LlcSell-102,062-69.3%45,257$1.08MQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+94,073+978.6%103,686$2.46MQ2 2026Aug 14, 2026
Empirical Finance, LlcSell-93,366-15.1%525,500$12.49MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+83,714+628.8%97,027$2.31MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+66,13366,133$1.57MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+64,521+69.1%157,937$3.75MQ2 2026Aug 14, 2026
Legal & General Group PlcBuy+56,577+12.8%499,715$11.89MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+44,237+105.9%86,011$2.04MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+24,00924,009$570.69KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+23,31223,312$554.13KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-21,859-27.7%57,116$1.36MQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Sell-21,017-11.1%167,842$3.99MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+19,448+83.6%42,721$1.01MQ2 2026Aug 14, 2026
&PartnersBuy+18,42818,428$438.02KQ2 2026Aug 14, 2026
Brown Advisory IncBuy+15,77015,770$374.85KQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-13,715-15.1%77,193$1.83MQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcBuy+12,83612,836$305.12KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+12,43712,437$295.63KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+11,55811,558$274.73KQ2 2026Aug 14, 2026
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Frequently asked questions about CSWC activity

  • Which institutional owners are buying CSWC?

    Institutional owners buying CSWC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CSWC activity?

    "Buy" means an investor increased their reported position in CSWC compared to the prior reporting period. This reflects growing exposure to CAPITAL SOUTHWEST CORP (CSWC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CSWC increasing?

    Institutional interest in CSWC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.