Company · Ownership research

CAPITAL SOUTHWEST CORP CSWC

CIK 0000017313 · CUSIP 140501107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 140501107 (CSWC), not CUSIP 140501907 (CSWC), CUSIP 140501957 (CSWC), and does not merge CUSIPs.

This page lists the top 20 of 165 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	VAN ECK ASSOCIATES CORP CIK 869178 · View history	$30.57M 1,380,316 shares	0.03%	-76.83K(-5.30%)Reduced	SEC filing ↗ Feb 13, 2026	▾
02	Union Bancaire Privee, UBP SA CIK 1716607 · View history	$24.80M 7,265 shares	0.29%	-2.08K(-22.30%)Reduced	SEC filing ↗ Jan 5, 2026	▾
03	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$23.54M 1,062,917 shares	0.05%	+68.11K(+6.80%)Added	SEC filing ↗ Feb 17, 2026	▾
04	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$23.24M 1,049,382 shares	0.03%	+157.03K(+17.60%)Added	SEC filing ↗ Feb 17, 2026	▾
05	Sound Income Strategies, LLC CIK 1730960 · View history	$20.98M 885,967 shares	0.99%	+129.18K(+17.10%)Added	SEC filing ↗ Jan 21, 2026	▾
06	UBS Group AG CIK 1610520 · View history	$18.10M 817,148 shares	0.00%	+38.99K(+5.00%)Added	SEC filing ↗ Jan 29, 2026	▾
07	Melia Wealth LLC CIK 1964047 · View history	$11.14M 502,988 shares	5.15%	+12.54K(+2.60%)Added	SEC filing ↗ Feb 9, 2026	▾
08	Muzinich & Co., Inc. CIK 1618824 · View history	$9.42M 425,322 shares	2.96%	+152.06K(+55.60%)Added	SEC filing ↗ Jan 21, 2026	▾
09	Cetera Investment Advisers CIK 1666741 · View history	$9.41M 424,631 shares	0.01%	+14.66K(+3.60%)Added	SEC filing ↗ Feb 17, 2026	▾
10	BlackRock, Inc. CIK 2012383 · View history	$9.35M 422,257 shares	0.00%	-2.13K(-0.50%)Reduced	SEC filing ↗ Feb 12, 2026	▾
11	Legal & General Group Plc CIK 764068 · View history	$8.64M 389,580 shares	0.00%	+57.68K(+17.40%)Added	SEC filing ↗ Feb 9, 2026	▾
12	ENVESTNET ASSET MANAGEMENT INC CIK 1407543 · View history	$8.55M 386,138 shares	0.00%	+21.24K(+5.80%)Added	SEC filing ↗ Feb 10, 2026	▾
13	Columbus Macro, LLC CIK 1727269 · View history	$7.65M 345,520 shares	0.84%	+26.63K(+8.40%)Added	SEC filing ↗ Jan 15, 2026	▾
14	EPIQ PARTNERS, LLC CIK 1799435 · View history	$6.89M 310,965 shares	3.21%	+15.54K(+5.30%)Added	SEC filing ↗ Jan 7, 2026	▾
15	Sumitomo Mitsui Trust Group, Inc. CIK 1475365 · View history	$6.31M 284,778 shares	0.00%	+64.71K(+29.40%)Added	SEC filing ↗ Jan 23, 2026	▾
16	RAYMOND JAMES FINANCIAL INC CIK 720005 · View history	$6.22M 281,013 shares	0.00%	-21.84K(-7.20%)Reduced	SEC filing ↗ Feb 18, 2026	▾
17	FRANKLIN RESOURCES INC CIK 38777 · View history	$5.81M 262,299 shares	0.00%	-48.93K(-15.70%)Reduced	SEC filing ↗ Feb 11, 2026	▾
18	MORGAN STANLEY CIK 895421 · Amended · View history	$5.28M 238,264 shares	0.00%	+4.52K(+1.90%)Added	SEC filing ↗ May 27, 2026	▾
19	GOLDMAN SACHS GROUP INC CIK 886982 · Amended · View history	$5.07M 229,086 shares	0.00%	-2.02K(-0.90%)Reduced	SEC filing ↗ Mar 25, 2026	▾
20	Womack Financial LLC CIK 2107079 · View history	$4.81M 217,125 shares	3.55%	+10.77K(+5.20%)Added	SEC filing ↗ Feb 10, 2026	▾

Showing 20 / 165 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

165

Cancelled or null records excluded

Disclosed shares

14,967,787

Not deduplicated across managers

Disclosed value

$357.54M

Not market cap or free float

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.

CAPITAL SOUTHWEST CORP · Q4 2025

Explore all 165 reporting institutions.

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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.