Who Owns Capital Southwest Corporation (CSWC)?Hedge Fund & Institutional Holders

$21.49-0.23 (-1.06%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

1.2442907000985072e+264%

QoQ Change in Holders

+10 / -4

Price History

$17.99$19.95$21.92$23.89$25.85Sep 24Jun 25Mar 26

CSWC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Muzinich & Co., Inc.New Position+425K+$9.4B
Sumitomo Mitsui Trust Group, Inc.New Position+285K+$6.3B
Sound Income Strategies, LLCIncreased+129K+$5.9B
Connor, Clark & Lunn Investment Management Ltd.New Position+189K+$4.0B
TWO SIGMA INVESTMENTS, LPIncreased+157K+$3.5B
Naviter Wealth, LLCNew Position+99K+$2.2B
GraniteShares Advisors LLCNew Position+122K+$2.0B
BARCLAYS PLCNew Position+98K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+92K+$2.0B
First Dallas Securities Inc.New Position+90K+$2.0B
B. Riley Wealth Advisors, Inc.New Position+70K+$1.5B
Hennion & Walsh Asset Management, Inc.New Position+58K+$1.3B
TWO SIGMA ADVISERS, LPIncreased+68K+$1.3B
MILLENNIUM MANAGEMENT LLCIncreased+67K+$1.2B
UBS Group AGIncreased+39K+$1.1B

CSWC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Zuckerman Investment Group, LLCDecreased-371K-$8.1B
Union Bancaire Privee, UBP SADecreased-2K-$6.4B
MARSHALL WACE, LLPClosed Position-252K-$5.5B
Trexquant Investment LPDecreased-200K-$4.8B
VOLORIDGE INVESTMENT MANAGEMENT, LLCDecreased-51K-$4.8B
CITADEL ADVISORS LLCClosed Position-207K-$4.5B
REDMONT WEALTH ADVISORS LLCDecreased-135K-$3.0B
Engineers Gate Manager LPClosed Position-89K-$1.9B
FRANKLIN RESOURCES INCDecreased-49K-$1.8B
ROYAL BANK OF CANADADecreased-44K-$1.7B
RAYMOND JAMES FINANCIAL INCDecreased-22K-$1.6B
Point72 Asset Management, L.P.Decreased-56K-$1.5B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCClosed Position-68K-$1.5B
Quantbot Technologies LPDecreased-44K-$1.4B
CreativeOne Wealth, LLCDecreased-46K-$1.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Union Bancaire Privee, UBP SA7,265$24.8B0.29%Share
2TWO SIGMA INVESTMENTS, LP1,049,382$23.0B0.03%Share
3TWO SIGMA ADVISERS, LP1,062,917$23.0B0.04%Share
4Sound Income Strategies, LLC885,967$21.0B0.99%Share
5UBS Group AG801,794$17.8B0.00%Share
6Melia Wealth LLC502,988$11.1B5.15%Share
7Muzinich & Co., Inc.425,322$9.4B2.96%Share
8Legal & General Group Plc389,580$8.0B0.00%Share
9EPIQ PARTNERS, LLC310,965$6.9B3.21%Share
10Sumitomo Mitsui Trust Group, Inc.284,778$6.3B0.00%Share
11FRANKLIN RESOURCES INC262,299$5.0B0.00%Share
12GOLDMAN SACHS GROUP INC229,086$5.0B0.00%Share
13MILLENNIUM MANAGEMENT LLC197,168$4.0B0.00%Share
14RAYMOND JAMES FINANCIAL INC216,634$4.0B0.00%Share
15FIRST MANHATTAN CO. LLC.206,002$4.0B0.01%Share
16Connor, Clark & Lunn Investment Management Ltd.188,921$4.0B0.01%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP139,300$3.0B0.00%Call
18Naviter Wealth, LLC99,245$2.2B0.29%Share
19Neuberger Berman Group LLC94,785$2.0B0.00%Share
20GraniteShares Advisors LLC122,472$2.0B1.22%Share
21BARCLAYS PLC97,739$2.0B0.00%Share
22Advisors Asset Management, Inc.103,463$2.0B0.03%Share
23COMMONWEALTH EQUITY SERVICES, LLC92,347$2.0B0.00%Share
24Hodges Capital Management Inc.108,462$2.0B0.17%Share
25First Dallas Securities Inc.89,911$2.0B0.74%Share
26Sovereign's Capital Management, LLC76,522$1.7B1.03%Share
27B. Riley Wealth Advisors, Inc.69,675$1.5B0.07%Share
28Legacy Capital Wealth Partners, LLC66,218$1.5B0.31%Share
29Moerus Capital Management LLC61,698$1.4B0.59%Share
30Hennion & Walsh Asset Management, Inc.57,913$1.3B0.04%Share
31CONFLUENCE INVESTMENT MANAGEMENT LLC49,380$1.1B0.02%Share
32Catalyst Capital Advisors LLC49,000$1.1B0.02%Share
33RAYMOND JAMES FINANCIAL INC64,379$1.0B0.00%Share
34Atom Investors LP65,809$1.0B0.08%Share
35CITADEL ADVISORS LLC51,700$1.0B0.00%Call
36ROYAL BANK OF CANADA48,680$1.0B0.00%Share
37COZAD ASSET MANAGEMENT INC52,380$1.0B0.08%Share
38CreativeOne Wealth, LLC50,840$1.0B0.02%Share
39Zuckerman Investment Group, LLC44,930$995.0M0.09%Share
40Cornerstone Wealth Management, LLC40,835$904.0M0.05%Share
41CALDWELL SUTTER CAPITAL, INC.38,084$843.0M0.36%Share
42Sunbelt Securities, Inc.35,500$786.0M0.05%Share
43Invesco Ltd.34,576$765.0M0.00%Share
44CONFLUENCE INVESTMENT MANAGEMENT LLC34,430$762.0M0.01%Share
45Virtus Investment Advisers, LLC32,682$723.0M0.20%Share
46Mraz, Amerine & Associates, Inc.28,910$640.0M0.10%Share
47Samalin Investment Counsel, LLC28,343$627.0M0.22%Share
48Belpointe Asset Management LLC23,582$522.0M0.02%Share
49DEARBORN PARTNERS LLC19,999$442.0M0.02%Share
50Vantage Financial Partners, LLC19,918$441.0M0.09%Share

CSWC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025159$220.2B+34
Q3 2025125$251.4B-29
Q2 2025154$312.4B-18
Q1 2025172$295.7B+28
Q4 2024144$1.9T+33
Q3 2024111$10.6T+2
Q2 2024109$4.0T+6
Q1 2024103$358.2T—

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As of Q4 2025, 50 institutional investors hold CSWC (Capital Southwest Corporation). The largest holder is Union Bancaire Privee, UBP SA with $24.8B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own CSWC?

As of Q4 2025, 50 institutional investors report holding CSWC (Capital Southwest Corporation) in their 13F filings.

Who is the largest institutional holder of CSWC?

The largest institutional holder of CSWC is Union Bancaire Privee, UBP SA with $24.8B in shares.

Is institutional ownership of CSWC increasing or decreasing?

This quarter, 10 institutions opened new positions in CSWC and 4 closed their positions.