CAPITAL SOUTHWEST CORP (CSWC) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $348.80M in CSWC holdings during the latest filing period.
Two Sigma Investments, Lp is currently the largest disclosed institutional shareholder of CSWC tracked by InsiderSet, reporting ownership valued at approximately $51.97M in its March 31, 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 $53.67M, representing an estimated gain of +3.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed CSWC value among the investors covered in this analysis. Major shareholders include Two Sigma Investments, Lp, Sanders Morris Harris Llc, Sound Income Strategies, Llc, 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
166
Total Reported Value
$348.80M
Largest Holder
Two Sigma Investments, Lp
Largest Position
$51.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
188
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Two Sigma Investments, Lp | 0.04% | 2,349,648 | $51,974,214 | $53,665,960 | +$1,691,746 | +3.25% | |
| Sanders Morris Harris Llc | 3.90% | 1,111,173 | $24,579,145 | $25,379,191 | +$800,046 | +3.25% | |
| Sound Income Strategies, Llc | 0.96% | 903,329 | $19,810,001 | $20,632,034 | +$822,033 | +4.15% | |
| Ubs Group Ag | 0.00% | 854,131 | $18,893,378 | $19,508,352 | +$614,974 | +3.25% | |
| Empowered Funds, Llc | 0.09% | 619,098 | $13,694,448 | $14,140,198 | +$445,750 | +3.25% | |
| Empirical Finance, Llc | 0.64% | 618,866 | $13,689,316 | $14,134,899 | +$445,583 | +3.25% | |
| Panoramic Investment Advisors, Llc | 5.52% | 515,525 | $11,403,415 | $11,774,591 | +$371,176 | +3.25% | |
| Melia Wealth Llc | 5.52% | 515,478 | $11,402,376 | $11,773,518 | +$371,142 | +3.25% | |
| Cetera Investment Advisers | 0.01% | 452,698 | $10,013,681 | $10,339,622 | +$325,941 | +3.25% | |
| Legal & General Group Plc | 0.00% | 443,138 | $9,804,428 | $10,121,272 | +$316,844 | +3.23% | |
| Muzinich & Co., Inc. | 3.30% | 426,243 | $9,428,495 | $9,735,390 | +$306,895 | +3.25% | |
| Envestnet Asset Management Inc | 0.00% | 402,926 | $8,912,733 | $9,202,830 | +$290,097 | +3.25% | |
| Columbus Macro, Llc | 0.85% | 357,781 | $7,914,118 | $8,171,718 | +$257,600 | +3.25% | |
| Franklin Resources Inc | 0.00% | 329,121 | $7,280,157 | $7,517,124 | +$236,967 | +3.25% | |
| Epiq Partners, Llc | 3.23% | 312,326 | $6,908,651 | $7,133,526 | +$224,875 | +3.25% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 284,778 | $6,299,289 | $6,504,330 | +$205,041 | +3.25% | |
| Blackrock, Inc. | 0.00% | 276,490 | $6,115,955 | $6,315,032 | +$199,077 | +3.26% | |
| Raymond James Financial Inc | 0.00% | 264,659 | $5,854,243 | $6,044,812 | +$190,569 | +3.26% | |
| Womack Financial Llc | 3.78% | 232,275 | $5,137,927 | $5,305,161 | +$167,234 | +3.25% | |
| Lpl Financial Llc | 0.00% | 231,713 | $5,125,500 | $5,292,325 | +$166,825 | +3.25% | |
| Millennium Management Llc | 0.00% | 204,548 | $4,524,602 | $4,671,876 | +$147,274 | +3.25% | |
| Beacon Pointe Advisors, Llc | 0.02% | 196,768 | $4,352,509 | $4,494,181 | +$141,672 | +3.25% | |
| First Manhattan Co. Llc. | 0.01% | 188,859 | $4,177,561 | $4,313,540 | +$135,979 | +3.25% | |
| Morgan Stanley | 0.00% | 184,028 | $4,070,722 | $4,203,200 | +$132,478 | +3.25% | |
| Grace & White Inc | 0.64% | 164,697 | $3,643,098 | $3,761,679 | +$118,581 | +3.25% | |
| Voloridge Investment Management, Llc | 0.01% | 147,319 | $3,258,696 | $3,364,766 | +$106,070 | +3.25% | |
| Foundations Investment Advisors, Llc | 0.04% | 135,453 | $2,996,210 | $3,093,747 | +$97,537 | +3.26% | |
| Naviter Wealth, Llc | 0.34% | 124,570 | $2,755,489 | $2,845,179 | +$89,690 | +3.25% | |
| Hodges Capital Management Inc. | 0.20% | 110,275 | $2,439,273 | $2,518,681 | +$79,408 | +3.26% | |
| Graniteshares Advisors Llc | 1.75% | 109,894 | $2,430,855 | $2,509,979 | +$79,124 | +3.25% | |
| Advisors Asset Management, Inc. | 0.04% | 108,400 | $2,397,808 | $2,475,856 | +$78,048 | +3.25% | |
| Ameriprise Financial Inc | 0.00% | 105,475 | $2,350,819 | $2,409,049 | +$58,230 | +2.48% | |
| Confluence Investment Management Llc | 0.03% | 95,339 | $2,108,899 | $2,177,543 | +$68,644 | +3.25% | |
| Neuberger Berman Group Llc | 0.00% | 92,473 | $2,045,503 | $2,112,083 | +$66,580 | +3.25% | |
| Balyasny Asset Management L.P. | 0.00% | 90,908 | $2,010,885 | $2,076,339 | +$65,454 | +3.25% | |
| First Dallas Securities Inc. | 0.73% | 89,691 | $1,983,960 | $2,048,542 | +$64,582 | +3.26% | |
| Benjamin Edwards Inc | 0.02% | 88,225 | $1,951,359 | $2,015,059 | +$63,700 | +3.26% | |
| Jane Street Group, Llc | 0.00% | 78,975 | $1,746,927 | $1,803,789 | +$56,862 | +3.25% | |
| Smh Capital Advisors Inc | 5.26% | 1,733 | $1,733,402 | $39,582 | -$1,693,820 | -97.72% | |
| Denali Advisors Llc | 0.19% | 75,847 | $1,677,738 | $1,732,345 | +$54,607 | +3.25% | |
| Truvestments Capital Llc | 0.29% | 72,746 | $1,609,142 | $1,661,519 | +$52,377 | +3.25% | |
| Legacy Capital Wealth Partners, Llc | 0.32% | 71,174 | $1,574,362 | $1,625,614 | +$51,252 | +3.26% | |
| State Street Corp | 0.00% | 69,062 | $1,527,651 | $1,577,376 | +$49,725 | +3.26% | |
| B. Riley Wealth Advisors, Inc. | 0.10% | 69,760 | $1,498,453 | $1,593,318 | +$94,865 | +6.33% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 63,745 | $1,410,039 | $1,455,936 | +$45,897 | +3.26% | |
| Moerus Capital Management Llc | 0.50% | 61,698 | $1,364,760 | $1,409,182 | +$44,422 | +3.25% | |
| Kestra Advisory Services, Llc | 0.00% | 56,864 | $1,257,827 | $1,298,774 | +$40,947 | +3.26% | |
| Bnp Paribas Financial Markets | 0.00% | 56,578 | $1,251,505 | $1,292,242 | +$40,737 | +3.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 55,028 | $1,217,220 | $1,256,840 | +$39,620 | +3.25% | |
| Catalyst Capital Advisors Llc | 0.02% | 49,000 | $1,083,880 | $1,119,160 | +$35,280 | +3.25% |
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.