CAPITAL SOUTHWEST CORP (CSWC) Institutional Shareholders
CAPITAL SOUTHWEST CORP (CSWC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $409.86M in CSWC holdings during the latest filing period.
Van Eck Associates Corp is currently the largest disclosed institutional shareholder of CSWC tracked by InsiderSet, reporting ownership valued at approximately $36.29M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.75M, representing an estimated loss of -1.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed CSWC value among the investors covered in this analysis. Major shareholders include Van Eck Associates Corp, Ubs Group Ag, Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in CAPITAL SOUTHWEST CORP (CSWC).
This page ranks the largest institutional CSWC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
182
Total Reported Value
$409.86M
Largest Holder
Van Eck Associates Corp
Largest Position
$36.29M
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Van Eck Associates Corp | 0.02% | 1,526,667 | $36,288,875 | $35,754,541 | -$534,334 | -1.47% | |
| Ubs Group Ag | 0.00% | 1,218,244 | $28,957,660 | $28,531,274 | -$426,386 | -1.47% | |
| Two Sigma Investments, Lp | 0.02% | 1,180,391 | $28,057,894 | $27,644,757 | -$413,137 | -1.47% | |
| Sound Income Strategies, Llc | 1.00% | 934,321 | $22,208,820 | $21,881,798 | -$327,022 | -1.47% | |
| Sanders Morris Harris Llc | 10.48% | 759,992 | $18,065,007 | $17,799,013 | -$265,994 | -1.47% | |
| Empowered Funds, Llc | 0.07% | 525,697 | $12,495,818 | $12,311,824 | -$183,994 | -1.47% | |
| Empirical Finance, Llc | 0.52% | 525,500 | $12,491,135 | $12,307,210 | -$183,925 | -1.47% | |
| Legal & General Group Plc | 0.00% | 499,715 | $11,885,721 | $11,703,325 | -$182,396 | -1.53% | |
| Cetera Investment Advisers | 0.01% | 490,926 | $11,669,319 | $11,497,487 | -$171,832 | -1.47% | |
| Muzinich & Co., Inc. | 3.54% | 435,909 | $10,361,556 | $10,208,989 | -$152,567 | -1.47% | |
| Envestnet Asset Management Inc | 0.00% | 417,574 | $9,925,741 | $9,779,583 | -$146,158 | -1.47% | |
| Lpl Financial Llc | 0.00% | 402,585 | $9,569,456 | $9,428,541 | -$140,915 | -1.47% | |
| Melia Wealth Llc | 5.17% | 377,760 | $8,979,358 | $8,847,139 | -$132,219 | -1.47% | |
| Columbus Macro, Llc | 0.87% | 374,871 | $8,910,689 | $8,779,479 | -$131,210 | -1.47% | |
| Tectonic Advisors Llc | 0.41% | 355,370 | $8,447,147 | $8,322,765 | -$124,382 | -1.47% | |
| Blackrock, Inc. | 0.00% | 300,377 | $7,139,966 | $7,034,829 | -$105,137 | -1.47% | |
| Epiq Partners, Llc | 2.96% | 294,003 | $6,988,451 | $6,885,550 | -$102,901 | -1.47% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 291,778 | $6,935,563 | $6,833,441 | -$102,122 | -1.47% | |
| Raymond James Financial Inc | 0.00% | 269,532 | $6,406,790 | $6,312,439 | -$94,351 | -1.47% | |
| Union Bancaire Privee, Ubp Sa | 0.07% | 1,685 | $6,308,918 | $39,463 | -$6,269,455 | -99.37% | |
| Womack Financial Llc | 3.62% | 230,538 | $5,479,886 | $5,399,200 | -$80,686 | -1.47% | |
| Morgan Stanley | 0.00% | 215,970 | $5,133,630 | $5,058,017 | -$75,613 | -1.47% | |
| Beacon Pointe Advisors, Llc | 0.02% | 197,768 | $4,700,946 | $4,631,727 | -$69,219 | -1.47% | |
| Advisors Asset Management, Inc. | 0.07% | 185,769 | $4,696,240 | $4,350,710 | -$345,530 | -7.36% | |
| First Manhattan Co. Llc. | 0.01% | 167,842 | $3,989,604 | $3,930,860 | -$58,744 | -1.47% | |
| Naviter Wealth, Llc | 0.36% | 167,732 | $3,986,999 | $3,928,283 | -$58,716 | -1.47% | |
| Schonfeld Strategic Advisors Llc | 0.02% | 160,021 | $3,803,697 | $3,747,692 | -$56,005 | -1.47% | |
| Grace & White Inc | 0.60% | 159,697 | $3,795,998 | $3,740,104 | -$55,894 | -1.47% | |
| Hrt Financial Lp | 0.01% | 157,937 | $3,754,000 | $3,698,885 | -$55,115 | -1.47% | |
| Foundations Investment Advisors, Llc | 0.03% | 129,161 | $3,070,150 | $3,024,951 | -$45,199 | -1.47% | |
| Graniteshares Advisors Llc | 1.93% | 126,444 | $3,005,574 | $2,961,318 | -$44,256 | -1.47% | |
| Marshall Wace, Llp | 0.00% | 120,787 | $2,871,106 | $2,828,832 | -$42,274 | -1.47% | |
| Hodges Capital Management Inc. | 0.18% | 112,283 | $2,668,968 | $2,629,668 | -$39,300 | -1.47% | |
| Ameriprise Financial Inc | 0.00% | 103,851 | $2,468,532 | $2,432,190 | -$36,342 | -1.47% | |
| Trexquant Investment Lp | 0.02% | 103,686 | $2,464,616 | $2,428,326 | -$36,290 | -1.47% | |
| Xtx Topco Ltd | 0.03% | 97,027 | $2,306,332 | $2,272,372 | -$33,960 | -1.47% | |
| Confluence Investment Management Llc | 0.04% | 95,362 | $2,266,755 | $2,233,378 | -$33,377 | -1.47% | |
| First Dallas Securities Inc. | 0.71% | 90,468 | $2,150,414 | $2,118,761 | -$31,653 | -1.47% | |
| Citadel Advisors Llc | 0.00% | 88,251 | $2,097,726 | $2,066,838 | -$30,888 | -1.47% | |
| Inspire Advisors, Llc | 0.15% | 87,762 | $2,086,110 | $2,055,386 | -$30,724 | -1.47% | |
| B. Riley Wealth Advisors, Inc. | 0.06% | 92,384 | $2,062,012 | $2,163,633 | +$101,621 | +4.93% | |
| Bank Of America Corp | 0.00% | 86,011 | $2,044,482 | $2,014,378 | -$30,104 | -1.47% | |
| Neuberger Berman Group Llc | 0.00% | 84,495 | $2,008,446 | $1,978,873 | -$29,573 | -1.47% | |
| Benjamin Edwards Inc | 0.02% | 83,697 | $1,989,307 | $1,960,184 | -$29,123 | -1.46% | |
| State Street Corp | 0.00% | 80,442 | $1,912,106 | $1,883,952 | -$28,154 | -1.47% | |
| Truvestments Capital Llc | 0.28% | 78,667 | $1,869,915 | $1,842,381 | -$27,534 | -1.47% | |
| Canada Life Assurance Co | 0.00% | 77,938 | $1,848,000 | $1,825,308 | -$22,692 | -1.23% | |
| Balyasny Asset Management L.P. | 0.00% | 77,193 | $1,834,878 | $1,807,860 | -$27,018 | -1.47% | |
| Militia Capital Management Llc | 0.32% | 75,000 | $1,782,750 | $1,756,500 | -$26,250 | -1.47% | |
| Legacy Capital Wealth Partners, Llc | 0.34% | 74,653 | $1,774,490 | $1,748,373 | -$26,117 | -1.47% |
Frequently asked questions about CSWC
Who owns the most CSWC stock?
The largest holders of CSWC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAPITAL SOUTHWEST CORP (CSWC).
Is CSWC widely held by superinvestors?
Many widely followed stocks like CSWC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSWC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.