CAPITAL SOUTHWEST CORP (CSWC) Institutional Ownership and Insiders Activity
CAPITAL SOUTHWEST CORP (CSWC) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $209,765 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $209,765 in CSWC holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Recent insider activity includes 14 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
1
Total Reported Value
$209,765
Largest Holder
Sequoia Financial Advisors
Largest Position
$209,765
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$209,765
CSWC News
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Jul 9, 2026 · valut.ai
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- CSWC Institutional Ownership & 13F Activity
- CSWC Top Institutional Shareholders
- CSWC Institutional Buying Activity
- CSWC Institutional Selling Activity
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- Financial Services Sector Portfolio Overlap
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