Capital Southwest (CSWC) Institutional Ownership $22.53 +0.05 (+0.22%) Closing price 03/26/2025 04:00 PM EasternExtended Trading$22.52 -0.01 (-0.02%) As of 03/26/2025 06:54 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Capital Southwest (NASDAQ:CSWC)CurrentInstitutional OwnershipPercentage23.42%Number ofInstitutional Buyers(last 12 months)84TotalInstitutional Inflows(last 12 months)$134.95MNumber ofInstitutional Sellers(last 12 months)46TotalInstitutional Outflows(last 12 months)$28.70M Get CSWC Insider Trade Alerts Want to know when executives and insiders are buying or selling Capital Southwest stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CSWC Institutional Buying and Selling by Quarter Remove Ads Capital Southwest Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/25/2025 B. Riley Wealth Advisors Inc.50,626$1.11M0.0%+8.4%0.100% 2/24/2025 Ameriflex Group Inc.1,462$33K0.0%N/A0.003% 2/18/2025 Sunbelt Securities Inc.37,215$811K0.1%+52.4%0.074% 2/17/2025 Vident Advisory LLC10,421$227K0.0%-28.5%0.021% 2/17/2025 Sovereign s Capital Management LLC67,575$1.47M0.9%N/A0.134% 2/17/2025 Two Sigma Advisers LP774,600$16.90M0.0%+17.3%1.531% 2/17/2025 Two Sigma Investments LP673,778$14.70M0.0%+42.2%1.332% 2/17/2025 Focus Partners Wealth9,464$207K0.0%+6.6%0.019% 2/17/2025 First Manhattan CO. LLC.301,950$6.59M0.0%-1.6%0.597% 2/17/2025 D. E. Shaw & Co. Inc.101,638$2.22M0.0%N/A0.201% Get the Latest News and Ratings for CSWC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Capital Southwest and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025 Cetera Investment Advisers53,524$1.17M0.0%+56.5%0.106% 2/17/2025 Balyasny Asset Management L.P.1,001,199$21.85M0.0%N/A1.979% 2/17/2025 Bank of America Corp DE17,710$386K0.0%+135.3%0.035% 2/17/2025 Benjamin Edwards Inc.82,375$1.80M0.0%+2.7%0.163% 2/17/2025 Ameriprise Financial Inc.91,237$1.99M0.0%+8.0%0.180% 2/14/2025 Jane Street Group LLC21,748$475K0.0%N/A0.043% 2/14/2025 Schonfeld Strategic Advisors LLC103,043$2.25M0.0%N/A0.204% 2/14/2025 Lido Advisors LLC9,244$202K0.0%-36.0%0.018% 2/14/2025 Northern Trust Corp29,382$641K0.0%+20.8%0.058% 2/14/2025 Beacon Pointe Advisors LLC490,291$10.70M0.1%+1,481.6%0.969% 2/14/2025 Quarry LP2,126$46K0.0%+52.5%0.004% 2/14/2025 Aquatic Capital Management LLC58,864$1.28M0.0%+488.6%0.116% 2/14/2025 Virtus ETF Advisers LLC35,931$784K0.3%+36.3%0.071% 2/14/2025 Capital Analysts LLC2,550$56K0.0%+35.6%0.005% 2/14/2025 MML Investors Services LLC119,721$2.61M0.0%+16.5%0.237% 2/13/2025 CANADA LIFE ASSURANCE Co34,994$763K0.0%-7.0%0.069% 2/13/2025 Marshall Wace LLP102,485$2.24M0.0%+41.6%0.203% 2/13/2025 NewEdge Advisors LLC19,129$417K0.0%N/A0.038% 2/13/2025 Guggenheim Capital LLC23,612$515K0.0%+5.6%0.047% 2/13/2025 Mariner LLC14,914$325K0.0%-3.7%0.029% 2/13/2025 Barclays PLC77,436$1.69M0.0%+1.8%0.153% 2/13/2025 Melia Wealth LLC401,581$8.76M4.6%+3.3%0.794% 2/13/2025 Argent Trust Co77,998$1.70M0.1%-7.5%0.154% 2/13/2025 Zuckerman Investment Group LLC672,468$14.98M1.5%+4.8%1.330% 2/13/2025 Raymond James Financial Inc.194,755$4.25M0.0%N/A0.385% 2/13/2025 Legal & General Group Plc310,285$6.77M0.0%-6.7%0.613% 2/13/2025 Invesco Ltd.31,493$687K0.0%-92.1%0.062% 2/13/2025 Moerus Capital Management LLC73,983$1.61M0.6%-9.9%0.146% 2/12/2025 Franklin Resources Inc.207,330$4.52M0.0%+34.6%0.410% 2/12/2025 Brown Brothers Harriman & Co.2,683$59K0.0%N/A0.005% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a2/12/2025 Nomura Asset Management Co. Ltd.2,217$48K0.0%+243.2%0.004% 2/12/2025 JPMorgan Chase & Co.39,259$857K0.0%+934.8%0.078% 2/11/2025 LPL Financial LLC169,054$3.69M0.0%-11.9%0.334% 2/11/2025 Samalin Investment Counsel LLC22,704$495K0.2%+10.9%0.045% 2/11/2025 Quantbot Technologies LP36,631$799K0.0%+190.1%0.072% 2/10/2025 Advisors Asset Management Inc.149,543$3.26M0.1%-18.1%0.296% 2/10/2025 Cozad Asset Management Inc.41,834$913K0.1%-31.3%0.083% 2/10/2025 Signaturefd LLC1,785$39K0.0%-34.6%0.004% 2/10/2025 Corient Private Wealth LLC16,581$362K0.0%+49.6%0.033% 2/10/2025 Commonwealth Equity Services LLC71,112$1.55M0.0%-4.9%0.141% 2/10/2025 Avantax Advisory Services Inc.16,120$352K0.0%-2.8%0.032% 2/7/2025 HighTower Advisors LLC9,315$203K0.0%-20.9%0.020% 2/7/2025 Dearborn Partners LLC18,955$414K0.0%-3.7%0.040% 2/7/2025 Naviter Wealth LLC83,531$1.82M0.2%N/A0.175% 2/7/2025 Rialto Wealth Management LLC4,809$105K0.0%N/A0.010% 2/7/2025 PNC Financial Services Group Inc.1,566$34K0.0%-84.0%0.003% 2/6/2025 Raymond James Financial Inc.194,755$4.25M0.0%N/A0.408% 2/6/2025 Promus Capital LLC1,384$30K0.0%N/A0.003% 2/6/2025 Bard Associates Inc.17,256$377K0.1%-5.1%0.036% 2/5/2025 Muzinich & Co. Inc.110,422$2.41M1.5%+4.1%0.232% 2/5/2025 Oppenheimer & Co. Inc.14,955$326K0.0%N/A0.031% 2/4/2025 Denali Advisors LLC104,496$2.28M0.2%-16.2%0.219% 2/4/2025 Y Intercept Hong Kong Ltd13,559$296K0.0%N/A0.028% 2/4/2025 Union Bancaire Privee UBP SA13,655$298K0.0%N/A0.029% 2/3/2025 Concurrent Investment Advisors LLC13,842$302K0.0%-12.6%0.029% 1/31/2025 Global Retirement Partners LLC25,581$558K0.0%-30.0%0.054% 1/31/2025 Mraz Amerine & Associates Inc.43,521$950K0.2%-3.8%0.091% 1/30/2025 Legacy Capital Wealth Partners LLC62,302$1.36M0.3%-4.4%0.131% 1/30/2025 Blue Trust Inc.2,674$58K0.0%-62.6%0.006% 1/30/2025 Autumn Glory Partners LLC20,000$436K0.2%+53.8%0.042% 1/29/2025 Van ECK Associates Corp1,190,204$25.97M0.0%+3.3%2.496% 1/27/2025 Tectonic Advisors LLC398,008$8.69M0.6%+21.0%0.835% 1/27/2025 Mirae Asset Global Investments Co. Ltd.10,882$237K0.0%-14.2%0.023% 1/24/2025 First Dallas Securities Inc.67,108$1.46M0.6%+18.8%0.141% 1/24/2025 Hodges Capital Management Inc.91,753$2.00M0.1%+17.2%0.192% 1/24/2025 Catalina Capital Group LLC13,240$289K0.1%N/A0.028% 1/24/2025 Total Clarity Wealth Management Inc.56,305$1.23M0.4%-31.3%0.118% 1/22/2025 Foundations Investment Advisors LLC101,234$2.21M0.0%+24.8%0.212% 1/22/2025 Union Bancaire Privee UBP SA13,655$298K0.0%N/A0.029% 1/22/2025 Blue Trust Inc.9,741$213K0.0%+36.3%0.020% 1/21/2025 Sound Income Strategies LLC578,541$12.62M0.8%+2.9%1.213% 1/21/2025 Cornerstone Wealth Management LLC39,166$855K0.1%+4.1%0.082% 1/17/2025 Redmont Wealth Advisors LLC66,939$1.46M2.5%-2.5%0.140% 1/17/2025 Nisa Investment Advisors LLC2,700$59K0.0%-35.7%0.006% 1/15/2025 Sanders Morris Harris LLC814,584$17.58M2.6%+28.0%1.708% 1/15/2025 Hennion & Walsh Asset Management Inc.179,426$3.92M0.2%-14.5%0.376% 1/10/2025 Harbor Capital Advisors Inc.398,887$8.70M0.4%+2.9%0.836% 1/2/2025 Confluence Investment Management LLC100,242$2.19M0.0%+1.8%0.210% 12/26/2024 JPMorgan Chase & Co.3,794$96K0.0%-21.5%0.008% 12/13/2024 B. Riley Wealth Advisors Inc.46,685$1.18M0.0%-4.7%0.098% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a11/27/2024 Franklin Resources Inc.154,038$3.89M0.0%+24.6%0.323% 11/18/2024 First Dallas Securities Inc.56,512$1.43M0.6%+4.2%0.118% 11/15/2024 Barclays PLC76,083$1.92M0.0%+1.7%0.160% 11/15/2024 MML Investors Services LLC102,730$2.60M0.0%+124.2%0.215% 11/15/2024 Hodges Capital Management Inc.78,305$1.98M0.1%+7.8%0.164% 11/15/2024 Two Sigma Advisers LP660,600$16.71M0.0%-11.7%1.385% 11/15/2024 Quarry LP1,394$35K0.0%N/A0.003% 11/15/2024 HighTower Advisors LLC11,776$297K0.0%-3.7%0.025% 11/15/2024 Benjamin Edwards Inc.80,201$2.03M0.0%+970.6%0.168% 11/13/2024 Quantbot Technologies LP12,625$319K0.0%-59.1%0.026% (Data available from 1/1/2016 forward)Remove Ads CSWC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CSWC shares? During the previous two years, 137 institutional investors and hedge funds held shares of Capital Southwest. The most heavily invested institutionals were Van ECK Associates Corp ($25.97M), Balyasny Asset Management L.P. ($21.85M), Punch & Associates Investment Management Inc. ($17.72M), Sanders Morris Harris LLC ($17.58M), Two Sigma Advisers LP ($16.90M), Zuckerman Investment Group LLC ($14.98M), and Two Sigma Investments LP ($14.70M).Learn more on CSWC's institutional investors. What percentage of Capital Southwest stock is owned by institutional investors? 23.42% of Capital Southwest stock is owned by institutional investors. Learn more on CSWC's institutional investor holdings. Which institutional investors have been buying Capital Southwest stock? Of the 118 institutional investors that purchased Capital Southwest stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Balyasny Asset Management L.P. ($1.00M), Sanders Morris Harris LLC ($827.80K), Beacon Pointe Advisors LLC ($822.27K), Van ECK Associates Corp ($750.98K), Melia Wealth LLC ($695.17K), Raymond James Financial Inc. ($389.51K), and Harbor Capital Advisors Inc. ($356.80K). How much institutional buying is happening at Capital Southwest? Institutional investors have bought a total of 8,621,837 shares in the last 24 months. This purchase volume represents approximately $197.71M in transactions. Which Capital Southwest major shareholders have been selling company stock? Of the 55 institutional investors that sold Capital Southwest stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($423.58K), Melia Wealth LLC ($310.26K), Raymond James & Associates ($99.45K), Sanders Morris Harris LLC ($92.85K), Two Sigma Advisers LP ($87.70K), Punch & Associates Investment Management Inc. ($73.15K), and Hennion & Walsh Asset Management Inc. ($67.87K). How much institutional selling is happening at Capital Southwest? Institutional investors have sold a total of 1,617,063 shares in the last 24 months. This volume of shares sold represents approximately $37.23M in transactions. Related Companies CNS Institutional Ownership GBDC Institutional Ownership PSEC Institutional Ownership OCSL Institutional Ownership VRTS Institutional Ownership SLRC Institutional Ownership FDUS Institutional Ownership TCPC Institutional Ownership GLAD Institutional Ownership GAIN Institutional Ownership This page (NASDAQ:CSWC) was last updated on 3/27/2025 by MarketBeat.com Staff From Our PartnersA market crash is coming—here’s whenThe stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...Chaikin Analytics | SponsoredYour Wealth is Under AttackPlease don't wait—this is your moment to take action. 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