CAPITAL SOUTHWEST CORP CSWC
CIK 0000017313 · CUSIP 140501107
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | Union Bancaire Privee, UBP SA CIK 1716607 · View history | $45.13M 14,349 shares | 0.66% | +694(+5.10%)Added | SEC filing ↗ Jul 18, 2025 | ▾ |
| 02 | SANDERS MORRIS HARRIS LLC CIK 1053994 · View history | $30.64M 1,390,339 shares | 7.32% | -42.73K(-3.00%)Reduced | SEC filing ↗ Jul 30, 2025 | ▾ |
| 03 | VAN ECK ASSOCIATES CORP CIK 869178 · View history | $29.70M 1,347,300 shares | 0.03% | +180.37K(+15.50%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 04 | TWO SIGMA ADVISERS, LP CIK 1478735 · View history | $21.68M 983,500 shares | 0.04% | -31.40K(-3.10%)Reduced | SEC filing ↗ Aug 14, 2025 | ▾ |
| 05 | UBS Group AG CIK 1610520 · View history | $17.26M 783,060 shares | 0.00% | +486.18K(+163.80%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 06 | TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history | $16.78M 761,221 shares | 0.03% | -37.28K(-4.70%)Reduced | SEC filing ↗ Aug 14, 2025 | ▾ |
| 07 | Sound Income Strategies, LLC CIK 1730960 · View history | $15.48M 702,201 shares | 0.89% | +86.19K(+14.00%)Added | SEC filing ↗ Jul 17, 2025 | ▾ |
| 08 | Balyasny Asset Management L.P. CIK 1218710 · View history | $12.04M 546,280 shares | 0.03% | -256.86K(-32.00%)Reduced | SEC filing ↗ Aug 14, 2025 | ▾ |
| 09 | MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history | $11.61M 526,734 shares | 0.01% | +37.74K(+7.70%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 10 | TECTONIC ADVISORS LLC CIK 1859918 · View history | $11.50M 521,686 shares | 0.67% | +81.21K(+18.40%)Added | SEC filing ↗ Jul 23, 2025 | ▾ |
| 11 | Melia Wealth LLC CIK 1964047 · View history | $10.25M 464,973 shares | 4.91% | +42.66K(+10.10%)Added | SEC filing ↗ Jul 28, 2025 | ▾ |
| 12 | Zuckerman Investment Group, LLC CIK 1423296 · View history | $10.15M 460,375 shares | 0.98% | +33.35K(+7.80%)Added | SEC filing ↗ Aug 15, 2025 | ▾ |
| 13 | CITADEL ADVISORS LLC CIK 1423053 · View history | $9.02M 409,241 shares | 0.01% | +75.82K(+22.70%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 14 | Cetera Investment Advisers CIK 1666741 · View history | $7.97M 361,722 shares | 0.01% | +289.78K(+402.80%)Added | SEC filing ↗ Aug 8, 2025 | ▾ |
| 15 | ENVESTNET ASSET MANAGEMENT INC CIK 1407543 · View history | $7.40M 335,718 shares | 0.00% | +290.33K(+639.70%)Added | SEC filing ↗ Aug 1, 2025 | ▾ |
| 16 | Legal & General Group Plc CIK 764068 · View history | $7.33M 332,746 shares | 0.00% | +14.57K(+4.60%)Added | SEC filing ↗ Aug 12, 2025 | ▾ |
| 17 | BlackRock, Inc. CIK 2012383 · View history | $7.07M 320,720 shares | 0.00% | +58.89K(+22.50%)Added | SEC filing ↗ Aug 12, 2025 | ▾ |
| 18 | FRANKLIN RESOURCES INC CIK 38777 · View history | $6.41M 290,762 shares | 0.00% | -7.86K(-2.60%)Reduced | SEC filing ↗ Aug 12, 2025 | ▾ |
| 19 | Columbus Macro, LLC CIK 1727269 · View history | $6.41M 290,704 shares | 0.78% | +290.70KNew | SEC filing ↗ Jul 23, 2025 | ▾ |
| 20 | RAYMOND JAMES FINANCIAL INC CIK 720005 · View history | $6.32M 286,597 shares | 0.00% | -14.00K(-4.70%)Reduced | SEC filing ↗ Aug 14, 2025 | ▾ |
Showing 20 / 181 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 181 reporting institutions.
This page includes 20 of 181 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 181 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"140501107","quarter":"2025Q2","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.