CSWC Institutional Ownership & Shareholders
CAPITAL SOUTHWEST CORP (CSWC) is currently held by 182 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $409.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $35.91M, representing an estimated loss of -1.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% 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
$409.10M
Largest Holder
Van Eck Associates Corp
Largest Position
$36.29M
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
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 | $35,907,208 | -$381,667 | -1.05% | |
| Ubs Group Ag | 0.00% | 1,218,244 | $28,957,660 | $28,653,099 | -$304,561 | -1.05% | |
| Two Sigma Investments, Lp | 0.02% | 1,180,391 | $28,057,894 | $27,762,796 | -$295,098 | -1.05% | |
| Sound Income Strategies, Llc | 0.93% | 876,046 | $20,797,327 | $20,604,602 | -$192,725 | -0.93% | |
| Sanders Morris Harris Llc | 2.04% | 665,694 | $15,397,501 | $15,657,123 | +$259,622 | +1.69% | |
| Empowered Funds, Llc | 0.07% | 525,697 | $12,495,818 | $12,364,393 | -$131,425 | -1.05% | |
| Empirical Finance, Llc | 0.52% | 525,500 | $12,491,135 | $12,359,760 | -$131,375 | -1.05% | |
| Legal & General Group Plc | 0.00% | 499,715 | $11,885,721 | $11,753,297 | -$132,424 | -1.11% | |
| Cetera Investment Advisers | 0.01% | 490,926 | $11,669,319 | $11,546,580 | -$122,739 | -1.05% | |
| Muzinich & Co., Inc. | 3.54% | 435,909 | $10,361,556 | $10,252,580 | -$108,976 | -1.05% | |
| Envestnet Asset Management Inc | 0.00% | 417,574 | $9,925,741 | $9,821,340 | -$104,401 | -1.05% | |
| Lpl Financial Llc | 0.00% | 402,585 | $9,569,456 | $9,468,799 | -$100,657 | -1.05% | |
| Columbus Macro, Llc | 0.90% | 398,048 | $9,206,841 | $9,362,089 | +$155,248 | +1.69% | |
| Melia Wealth Llc | 5.17% | 377,760 | $8,979,358 | $8,884,915 | -$94,443 | -1.05% | |
| Tectonic Advisors Llc | 0.41% | 355,370 | $8,447,147 | $8,358,302 | -$88,845 | -1.05% | |
| Blackrock, Inc. | 0.00% | 300,377 | $7,139,966 | $7,064,867 | -$75,099 | -1.05% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 291,778 | $6,935,563 | $6,862,619 | -$72,944 | -1.05% | |
| Epiq Partners, Llc | 2.88% | 289,321 | $6,692,006 | $6,804,830 | +$112,824 | +1.69% | |
| Raymond James Financial Inc | 0.00% | 269,532 | $6,406,790 | $6,339,393 | -$67,397 | -1.05% | |
| Union Bancaire Privee, Ubp Sa | 0.07% | 1,685 | $6,308,918 | $39,631 | -$6,269,287 | -99.37% | |
| Womack Financial Llc | 3.64% | 239,347 | $5,536,087 | $5,629,441 | +$93,354 | +1.69% | |
| Morgan Stanley | 0.00% | 215,970 | $5,133,630 | $5,079,614 | -$54,016 | -1.05% | |
| Beacon Pointe Advisors, Llc | 0.02% | 197,768 | $4,700,946 | $4,651,503 | -$49,443 | -1.05% | |
| Advisors Asset Management, Inc. | 0.07% | 185,769 | $4,696,240 | $4,369,287 | -$326,953 | -6.96% | |
| First Manhattan Co. Llc. | 0.01% | 167,842 | $3,989,604 | $3,947,644 | -$41,960 | -1.05% | |
| Naviter Wealth, Llc | 0.36% | 167,732 | $3,986,999 | $3,945,057 | -$41,942 | -1.05% | |
| Schonfeld Strategic Advisors Llc | 0.02% | 160,021 | $3,803,697 | $3,763,694 | -$40,003 | -1.05% | |
| Grace & White Inc | 0.60% | 159,697 | $3,795,998 | $3,756,073 | -$39,925 | -1.05% | |
| Hrt Financial Lp | 0.01% | 157,937 | $3,754,000 | $3,714,678 | -$39,322 | -1.05% | |
| Foundations Investment Advisors, Llc | 0.03% | 129,161 | $3,070,150 | $3,037,867 | -$32,283 | -1.05% | |
| Graniteshares Advisors Llc | 1.93% | 126,444 | $3,005,574 | $2,973,963 | -$31,611 | -1.05% | |
| Marshall Wace, Llp | 0.00% | 120,787 | $2,871,106 | $2,840,910 | -$30,196 | -1.05% | |
| Hodges Capital Management Inc. | 0.18% | 112,283 | $2,668,968 | $2,640,896 | -$28,072 | -1.05% | |
| Ameriprise Financial Inc | 0.00% | 103,851 | $2,468,532 | $2,442,576 | -$25,956 | -1.05% | |
| Trexquant Investment Lp | 0.02% | 103,686 | $2,464,616 | $2,438,695 | -$25,921 | -1.05% | |
| Confluence Investment Management Llc | 0.04% | 104,570 | $2,418,704 | $2,459,486 | +$40,782 | +1.69% | |
| Xtx Topco Ltd | 0.03% | 97,027 | $2,306,332 | $2,282,075 | -$24,257 | -1.05% | |
| First Dallas Securities Inc. | 0.71% | 90,468 | $2,150,414 | $2,127,807 | -$22,607 | -1.05% | |
| Independent Financial Group, Llc | 0.04% | 91,921 | $2,126,129 | $2,161,982 | +$35,853 | +1.69% | |
| Citadel Advisors Llc | 0.00% | 88,251 | $2,097,726 | $2,075,664 | -$22,062 | -1.05% | |
| Inspire Advisors, Llc | 0.15% | 87,762 | $2,086,110 | $2,064,162 | -$21,948 | -1.05% | |
| Bank Of America Corp | 0.00% | 86,011 | $2,044,482 | $2,022,979 | -$21,503 | -1.05% | |
| Neuberger Berman Group Llc | 0.00% | 84,495 | $2,008,446 | $1,987,322 | -$21,124 | -1.05% | |
| Benjamin Edwards Inc | 0.02% | 83,697 | $1,989,307 | $1,968,553 | -$20,754 | -1.04% | |
| State Street Corp | 0.00% | 80,442 | $1,912,106 | $1,891,996 | -$20,110 | -1.05% | |
| Truvestments Capital Llc | 0.28% | 78,667 | $1,869,915 | $1,850,248 | -$19,667 | -1.05% | |
| Canada Life Assurance Co | 0.00% | 77,938 | $1,848,000 | $1,833,102 | -$14,898 | -0.81% | |
| Balyasny Asset Management L.P. | 0.00% | 77,193 | $1,834,878 | $1,815,579 | -$19,299 | -1.05% | |
| Militia Capital Management Llc | 0.32% | 75,000 | $1,782,750 | $1,764,000 | -$18,750 | -1.05% | |
| Legacy Capital Wealth Partners, Llc | 0.34% | 74,653 | $1,774,490 | $1,755,839 | -$18,651 | -1.05% |
Frequently asked questions about CSWC
Who are the largest institutional holders of CSWC?
The largest institutional holders of CSWC reported in the latest SEC Form 13F filings include Van Eck Associates Corp, Ubs Group Ag, Two Sigma Investments, Lp, Sound Income Strategies, Llc, and Sanders Morris Harris Llc. InsiderSet ranks institutional holders by their latest reported CSWC position.
What is CSWC institutional ownership?
This page tracks CSWC positions reported by institutional investment managers through SEC Form 13F. CAPITAL SOUTHWEST CORP (CSWC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CSWC?
InsiderSet currently tracks 182 institutional managers reporting CSWC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CSWC shareholders.
How much CSWC stock do institutions own?
Institutional investment managers disclosed approximately $409.10M in CSWC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CSWC institutional ownership last updated?
The latest CSWC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CSWC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CSWC position after the reporting date.
Are institutions buying or selling CSWC?
Institutional buying and selling can be analyzed by comparing CSWC positions across consecutive 13F reporting periods. InsiderSet's CSWC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSWC ownership changes.
How has CSWC institutional ownership changed over time?
InsiderSet tracks CSWC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.