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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +88,251 | — | 88,251 | $2.10M | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Buy | +4 | +2.8% | 146 | $3.46K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,000 | +0.5% | 197,768 | $4.70M | Q2 2026 | Aug 18, 2026 |
| Melia Wealth Llc | Sell | -137,718 | -26.7% | 377,760 | $8.98M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -93,401 | -15.1% | 525,697 | $12.50M | Q2 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Sell | -5,454 | -28.1% | 13,966 | $331.98K | Q2 2026 | Aug 17, 2026 |
| Two Sigma Investments, Lp | Sell | -1,169,257 | -49.8% | 1,180,391 | $28.06M | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Buy | +399,106 | +35.4% | 1,526,667 | $36.29M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -180,067 | -88.0% | 24,481 | $581.91K | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +160,021 | — | 160,021 | $3.80M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +103,851 | — | 103,851 | $2.47M | Q2 2026 | Aug 14, 2026 |
| Voloridge Investment Management, Llc | Sell | -102,062 | -69.3% | 45,257 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +94,073 | +978.6% | 103,686 | $2.46M | Q2 2026 | Aug 14, 2026 |
| Empirical Finance, Llc | Sell | -93,366 | -15.1% | 525,500 | $12.49M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +83,714 | +628.8% | 97,027 | $2.31M | Q2 2026 | Aug 14, 2026 |
| Cozad Asset Management Inc | Buy | +66,133 | — | 66,133 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +64,521 | +69.1% | 157,937 | $3.75M | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | Buy | +56,577 | +12.8% | 499,715 | $11.89M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +44,237 | +105.9% | 86,011 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +24,009 | — | 24,009 | $570.69K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +23,312 | — | 23,312 | $554.13K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -21,859 | -27.7% | 57,116 | $1.36M | Q2 2026 | Aug 14, 2026 |
| First Manhattan Co. Llc. | Sell | -21,017 | -11.1% | 167,842 | $3.99M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +19,448 | +83.6% | 42,721 | $1.01M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +18,428 | — | 18,428 | $438.02K | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +15,770 | — | 15,770 | $374.85K | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Sell | -13,715 | -15.1% | 77,193 | $1.83M | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, Llc | Buy | +12,836 | — | 12,836 | $305.12K | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +12,437 | — | 12,437 | $295.63K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +11,558 | — | 11,558 | $274.73K | Q2 2026 | Aug 14, 2026 |
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.
Related CSWC Institutional Insights
- CSWC Overview
- CSWC 13F Institutional Holders
- CSWC Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CSWC Insider Trading & SEC Form 4 Activity
- CSWC Articles
- Top Institutional Investor Stock Rankings