CSWC Capital Southwest Corporation
Capital Southwest Corporation (CSWC) Institutional Ownership
What the institutions did with CSWC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| VAN ECK ASSOCIATES CORP | 1.5M | 8.8% |
| UBS Group AG | 1.2M | 7.0% |
| TWO SIGMA INVESTMENTS, LP | 1.2M | 6.8% |
| Sound Income Strategies, LLC | 934.3K | 5.4% |
| SANDERS MORRIS HARRIS LLC | 760.0K | 4.4% |
| Empowered Funds, LLC | 525.7K | 3.0% |
| Empirical Finance, LLC | 525.5K | 3.0% |
| Legal & General Group Plc | 499.7K | 2.9% |
| Cetera Investment Advisers | 490.9K | 2.8% |
| Muzinich & Co., Inc. | 435.9K | 2.5% |
| ENVESTNET ASSET MANAGEMENT INC | 417.6K | 2.4% |
| LPL Financial LLC | 402.6K | 2.3% |
| FRANKLIN RESOURCES INC | 379.7K | 2.2% |
| Melia Wealth LLC | 377.8K | 2.2% |
| Columbus Macro, LLC | 374.9K | 2.2% |
| TECTONIC ADVISORS LLC | 355.4K | 2.0% |
| BlackRock, Inc. | 300.4K | 1.7% |
| EPIQ PARTNERS, LLC | 294.0K | 1.7% |
| Sumitomo Mitsui Trust Group, Inc. | 291.8K | 1.7% |
| RAYMOND JAMES FINANCIAL INC | 269.5K | 1.5% |
| Womack Financial LLC | 230.5K | 1.3% |
| MORGAN STANLEY | 216.0K | 1.2% |
| Beacon Pointe Advisors, LLC | 197.8K | 1.1% |
| FIRST MANHATTAN CO. LLC. | 167.8K | 1.0% |
| Naviter Wealth, LLC | 167.7K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | Reduced | 2.3M | 1.2M | -1.2M |
| VAN ECK ASSOCIATES CORP | Increased | 1.1M | 1.5M | +399.1K |
| UBS Group AG | Increased | 854.1K | 1.2M | +364.1K |
| TECTONIC ADVISORS LLC | New | 0 | 355.4K | +355.4K |
| SANDERS MORRIS HARRIS LLC | Reduced | 1.1M | 760.0K | -351.2K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 204.5K | 24.5K | -180.1K |
| LPL Financial LLC | Increased | 231.7K | 402.6K | +170.9K |
| Schonfeld Strategic Advisors LLC | New | 0 | 160.0K | +160.0K |
| Melia Wealth LLC | Reduced | 515.5K | 377.8K | -137.7K |
| MARSHALL WACE, LLP | New | 0 | 120.8K | +120.8K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 147.3K | 45.3K | -102.1K |
| Trexquant Investment LP | Increased | 9.6K | 103.7K | +94.1K |
| Empowered Funds, LLC | Reduced | 619.1K | 525.7K | -93.4K |
| Empirical Finance, LLC | Reduced | 618.9K | 525.5K | -93.4K |
| CITADEL ADVISORS LLC | New | 0 | 88.3K | +88.3K |
| XTX Topco Ltd | Increased | 13.3K | 97.0K | +83.7K |
| Inspire Advisors, LLC | Increased | 14.6K | 87.8K | +73.2K |
| Cambridge Investment Research Advisors, Inc. | Increased | 55.8K | 126.6K | +70.8K |
| HRT FINANCIAL LP | Increased | 93.4K | 157.9K | +64.5K |
| Legal & General Group Plc | Increased | 443.1K | 499.7K | +56.6K |
| FRANKLIN RESOURCES INC | Increased | 329.1K | 379.7K | +50.6K |
| BANK OF AMERICA CORP /DE/ | Increased | 41.8K | 86.0K | +44.2K |
| Naviter Wealth, LLC | Increased | 124.6K | 167.7K | +43.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 18.4K | 59.1K | +40.7K |
| NAVELLIER & ASSOCIATES INC | New | 0 | 38.9K | +38.9K |
| Brookstone Capital Management | New | 0 | 38.7K | +38.7K |
| Cetera Investment Advisers | Increased | 452.7K | 490.9K | +38.2K |
| Janney Montgomery Scott LLC | New | 0 | 37.4K | +37.4K |
| MORGAN STANLEY | Increased | 184.0K | 216.0K | +31.9K |
| Sound Income Strategies, LLC | Increased | 903.3K | 934.3K | +31.0K |
| Militia Capital Management LLC | Reduced | 105.0K | 75.0K | -30.0K |
| Bayshore Capital Advisors, LLC | Increased | 20.5K | 48.3K | +27.8K |
| Quantbot Technologies LP | Increased | 15.7K | 43.5K | +27.7K |
| GEN Financial Management, INC. | New | 0 | 26.6K | +26.6K |
| Jump Financial, LLC | New | 0 | 26.4K | +26.4K |
| BlackRock, Inc. | Increased | 276.5K | 300.4K | +23.9K |
| GOLDMAN SACHS GROUP INC | New | 0 | 23.3K | +23.3K |
| JANE STREET GROUP, LLC | Reduced | 79.0K | 57.1K | -21.9K |
| GSA CAPITAL PARTNERS LLP | New | 0 | 21.8K | +21.8K |
| FIRST MANHATTAN CO. LLC. | Reduced | 188.9K | 167.8K | -21.0K |
| ROYAL BANK OF CANADA | Increased | 23.3K | 42.7K | +19.4K |
| Mariner, LLC | Increased | 31.9K | 51.3K | +19.4K |
| OXFORD ASSET MANAGEMENT LLP | Sold Out | 19.2K | 0 | -19.2K |
| Purpose Unlimited Inc. | Sold Out | 19.0K | 0 | -19.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 55.0K | 36.2K | -18.8K |
| &PARTNERS | New | 0 | 18.4K | +18.4K |
| EPIQ PARTNERS, LLC | Reduced | 312.3K | 294.0K | -18.3K |
| OCCUDO QUANTITATIVE STRATEGIES LP | Increased | 12.9K | 30.5K | +17.7K |
| Columbus Macro, LLC | Increased | 357.8K | 374.9K | +17.1K |
| GraniteShares Advisors LLC | Increased | 109.9K | 126.4K | +16.6K |
| BROWN ADVISORY INC | New | 0 | 15.8K | +15.8K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 402.9K | 417.6K | +14.6K |
| DEARBORN PARTNERS LLC | Increased | 19.4K | 33.4K | +14.0K |
| Balyasny Asset Management L.P. | Reduced | 90.9K | 77.2K | -13.7K |
| Black Swift Group, LLC | New | 0 | 13.6K | +13.6K |
| Amundi | New | 0 | 13.3K | +13.3K |
| Mission Hills Financial Advisory, LLC | New | 0 | 12.8K | +12.8K |
| D. E. Shaw & Co., Inc. | New | 0 | 12.4K | +12.4K |
| CANADA LIFE ASSURANCE Co | Increased | 65.6K | 77.9K | +12.3K |
| Arkadios Wealth Advisors | New | 0 | 11.9K | +11.9K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.