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

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InvestorReported Balance

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