Who Holds Capital Southwest Corp (CSWC)? 190 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 190 holders, $409 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 1,526,667 | $36 million | +35% | 13F |
| UBS Group AG | 1,218,244 | $29 million | +43% | 13F |
| TWO SIGMA INVESTMENTS, LP | 1,180,391 | $28 million | -50% | 13F |
| Sound Income Strategies, LLC | 934,321 | $22 million | +3% | 13F |
| SANDERS MORRIS HARRIS LLC | 759,992 | $18 million | -32% | 13F |
| Empowered Funds, LLC | 525,697 | $12 million | -15% | 13F |
| Empirical Finance, LLC | 525,500 | $12 million | -15% | 13F |
| Legal & General Group Plc | 499,715 | $12 million | +13% | 13F |
| Cetera Investment Advisers | 490,926 | $12 million | +8% | 13F |
| Muzinich & Co., Inc. | 435,909 | $10 million | +2% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 417,574 | $10 million | +4% | 13F |
| LPL Financial LLC | 402,585 | $10 million | +74% | 13F |
| FRANKLIN RESOURCES INC | 379,686 | $9 million | +15% | 13F |
| Melia Wealth LLC | 377,760 | $9 million | -27% | 13F |
| Columbus Macro, LLC | 374,871 | $9 million | +5% | 13F |
| TECTONIC ADVISORS LLC | 355,370 | $8 million | New | 13F |
| BlackRock, Inc. | 300,377 | $7 million | +9% | 13F |
| EPIQ PARTNERS, LLC | 294,003 | $7 million | -6% | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 291,778 | $7 million | +2% | 13F |
| RAYMOND JAMES FINANCIAL INC | 269,532 | $6 million | +2% | 13F |
| Union Bancaire Privee, UBP SA | 1,685 | $6 million | +0% | 13F |
| Womack Financial LLC | 230,538 | $5 million | -1% | 13F |
| MORGAN STANLEY | 215,970 | $5 million | +17% | 13F |
| Beacon Pointe Advisors, LLC | 197,768 | $5 million | +1% | 13F |
| FIRST MANHATTAN CO. LLC. | 167,842 | $4 million | -11% | 13F |
| Naviter Wealth, LLC | 167,732 | $4 million | +35% | 13F |
| Schonfeld Strategic Advisors LLC | 160,021 | $4 million | New | 13F |
| GRACE & WHITE INC /NY | 159,697 | $4 million | -3% | 13F |
| Foundations Investment Advisors, LLC | 129,161 | $3 million | -5% | 13F |
| GraniteShares Advisors LLC | 126,444 | $3 million | +15% | 13F |
| MARSHALL WACE, LLP | 120,787 | $3 million | New | 13F |
| Hodges Capital Management Inc. | 112,283 | $3 million | +2% | 13F |
| AMERIPRISE FINANCIAL INC | 103,851 | $2 million | -2% | 13F |
| Trexquant Investment LP | 103,686 | $2 million | +979% | 13F |
| Advisors Asset Management, Inc. | 98,619 | $2 million | -9% | 13F |
| XTX Topco Ltd | 97,027 | $2 million | +629% | 13F |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 95,362 | $2 million | +0% | 13F |
| First Dallas Securities Inc. | 90,468 | $2 million | +1% | 13F |
| CITADEL ADVISORS LLC | 88,251 | $2 million | New | 13F |
| Inspire Advisors, LLC | 87,762 | $2 million | +501% | 13F |
| BANK OF AMERICA CORP /DE/ | 86,011 | $2 million | +106% | 13F |
| NEUBERGER BERMAN GROUP LLC | 84,495 | $2 million | -9% | 13F |
| BENJAMIN EDWARDS INC | 83,697 | $2 million | -5% | 13F |
| STATE STREET CORP | 80,442 | $2 million | +16% | 13F |
| SMH CAPITAL ADVISORS INC | 80,072 | $2 million | +2% | 13F |
| Truvestments Capital LLC | 78,667 | $2 million | +8% | 13F |
| Balyasny Asset Management L.P. | 77,193 | $2 million | -15% | 13F |
| Militia Capital Management LLC | 75,000 | $2 million | +114% | 13F |
| Legacy Capital Wealth Partners, LLC | 74,653 | $2 million | +5% | 13F |
| DENALI ADVISORS LLC | 72,014 | $2 million | -5% | 13F |
| B. Riley Wealth Advisors, Inc. | 69,775 | $2 million | +0% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 66,615 | $2 million | +18% | 13F |
| COZAD ASSET MANAGEMENT INC | 66,133 | $2 million | +10% | 13F |
| Kestra Advisory Services, LLC | 64,703 | $2 million | +14% | 13F |
| Hennion & Walsh Asset Management, Inc. | 62,374 | $1 million | -2% | 13F |
| Moerus Capital Management LLC | 61,698 | $1 million | +0% | 13F |
| INDEPENDENT FINANCIAL GROUP, LLC | 59,115 | $1 million | +221% | 13F |
| JANE STREET GROUP, LLC | 57,116 | $1 million | -28% | 13F |
| Mariner, LLC | 51,258 | $1 million | +61% | 13F |
| Catalyst Capital Advisors LLC | 49,000 | $1 million | +0% | 13F |
| Bayshore Capital Advisors, LLC | 48,320 | $1 million | +136% | 13F |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 45,257 | $1 million | -69% | 13F |
| Quantbot Technologies LP | 43,455 | $1 million | +176% | 13F |
| ROYAL BANK OF CANADA | 42,721 | $1 million | +84% | 13F |
| Symphony Financial, Ltd. Co. | 42,154 | $991,457 | +3% | 13F |
| Cornerstone Wealth Management, LLC | 40,813 | $970,128 | +1% | 13F |
| NAVELLIER & ASSOCIATES INC | 38,884 | $924,269 | New | 13F |
| Brookstone Capital Management | 38,697 | $919,824 | New | 13F |
| CALDWELL SUTTER CAPITAL, INC. | 36,618 | $870,410 | -1% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 36,203 | $860,552 | -34% | 13F |
| GUGGENHEIM CAPITAL LLC | 31,550 | $749,944 | +8% | 13F |
| AlphaCore Capital LLC | 31,546 | $749,851 | +2% | 13F |
| OCCUDO QUANTITATIVE STRATEGIES LP | 30,530 | $725,698 | +137% | 13F |
| Greenland Capital Management LP | 29,000 | $689,330 | +12% | 13F |
| OSAIC HOLDINGS, INC. | 27,535 | $654,527 | +58% | 13F |
| GEN Financial Management, INC. | 26,569 | $631,546 | New | 13F |
| Jump Financial, LLC | 26,405 | $627,647 | New | 13F |
| NORTHERN TRUST CORP | 26,157 | $621,751 | -2% | 13F |
| MILLENNIUM MANAGEMENT LLC | 24,481 | $581,913 | -88% | 13F |
| Arlington Capital Management, Inc. | 24,202 | $575,282 | +12% | 13F |
| Invesco Ltd. | 24,009 | $570,694 | -9% | 13F |
| GOLDMAN SACHS GROUP INC | 23,312 | $554,126 | New | 13F |
| Apollon Wealth Management, LLC | 22,681 | $539,127 | -8% | 13F |
| Mraz, Amerine & Associates, Inc. | 21,979 | $522,441 | -9% | 13F |
| Zuckerman Investment Group, LLC | 21,371 | $507,988 | -3% | 13F |
| Closed-End Fund Advisors, Inc. | 19,487 | $463,206 | -36% | 13F |
| &PARTNERS | 18,428 | $438,024 | New | 13F |
| 1900 WEALTH MANAGEMENT LLC | 18,272 | $434,325 | +0% | 13F |
| LBMC INVESTMENT ADVISORS, LLC | 18,250 | $433,803 | +0% | 13F |
| Fund Advisors of America Inc/FL | 16,578 | $394,068 | -10% | 13F |
| Virtus Investment Advisers, LLC | 16,171 | $384,385 | -28% | 13F |
| Samalin Investment Counsel, LLC | 16,005 | $380,431 | -30% | 13F |
| BROWN ADVISORY INC | 15,770 | $374,853 | New | 13F |
| Belpointe Asset Management LLC | 15,354 | $364,965 | -3% | 13F |
| CreativeOne Wealth, LLC | 15,016 | $356,940 | -28% | 13F |
| DEARBORN PARTNERS LLC | 13,966 | $331,983 | -28% | 13F |
| JPMORGAN CHASE & CO | 13,949 | $328,080 | -5% | 13F |
| FCG Investment Co | 13,763 | $327,147 | +29% | 13F |
| US BANCORP \DE\ | 13,700 | $325,649 | +0% | 13F |
| Black Swift Group, LLC | 13,550 | $322,084 | New | 13F |
Questions and answers
- How many institutions hold Capital Southwest Corp?
- 190 managers reported Capital Southwest Corp on Form 13F for the quarter ended 30 June 2026, against 168 the quarter before.
- Who is the largest institutional holder of Capital Southwest Corp?
- VAN ECK ASSOCIATES CORP, with 1,526,667 shares worth $36 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Capital Southwest Corp in Q2 2026?
- 35 managers reported a new position and 13 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Capital Southwest Corp, Q2 2026", https://app.tamarly.ai/holders/capital-southwest, built from SEC EDGAR.
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