Who owns CAPITAL SOUTHWEST CORP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CSWC from SEC Form 13F filings across 189 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 189 institutions disclosed 17.3M shares of CAPITAL SOUTHWEST CORP worth $418.2M — about 28.3% of shares outstanding; the largest disclosed holder is VAN ECK ASSOCIATES CORP. Source: SEC Form 13F filings, parsed by EvidInvest.
189
13F holders
$418.2M
value, 2026 filers
28.3%
of shares outstanding (17.3M sh)
34
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CSWC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES CORP | 1.5M | $36.3M | 0.0% | 2.5% | +35.4% |
| 2 | UBS Group AG | 1.2M | $29.0M | 0.0% | 2% | +42.6% |
| 3 | TWO SIGMA INVESTMENTS, LP | 1.2M | $28.1M | 0.0% | 1.9% | -49.8% |
| 4 | Sound Income Strategies, LLC | 934,321 | $22.2M | 1.0% | 1.5% | +3.4% |
| 5 | SANDERS MORRIS HARRIS LLC | 759,992 | $18.1M | 10.5% | 1.2% | -31.6% |
| 6 | Empowered Funds, LLC | 525,697 | $12.5M | 0.1% | 0.9% | -15.1% |
| 7 | Empirical Finance, LLC | 525,500 | $12.5M | 0.5% | 0.9% | -15.1% |
| 8 | Legal & General Group Plc | 499,715 | $11.9M | 0.0% | 0.8% | +12.8% |
| 9 | Cetera Investment Advisers | 490,926 | $11.7M | 0.0% | 0.8% | +8.4% |
| 10 | Muzinich & Co., Inc. | 435,909 | $10.4M | 3.5% | 0.7% | +2.3% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 417,574 | $9.9M | 0.0% | 0.7% | +3.6% |
| 12 | LPL Financial LLC | 402,585 | $9.6M | 0.0% | 0.7% | +73.7% |
| 13 | FRANKLIN RESOURCES INC | 379,686 | $9.0M | 0.0% | 0.6% | +15.4% |
| 14 | Melia Wealth LLC | 377,760 | $9.0M | 5.2% | 0.6% | -26.7% |
| 15 | Columbus Macro, LLC | 374,871 | $8.9M | 0.9% | 0.6% | +4.8% |
| 16 | TECTONIC ADVISORS LLCNEW | 355,370 | $8.4M | 0.4% | 0.6% | new |
| 17 | BlackRock, Inc. | 300,377 | $7.1M | 0.0% | 0.5% | +8.6% |
| 18 | EPIQ PARTNERS, LLC | 294,003 | $7.0M | 3.0% | 0.5% | -5.9% |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 291,778 | $6.9M | 0.0% | 0.5% | +2.5% |
| 20 | RAYMOND JAMES FINANCIAL INC | 269,532 | $6.4M | 0.0% | 0.4% | +1.8% |
| 21 | Womack Financial LLC | 230,538 | $5.5M | 3.6% | 0.4% | -0.7% |
| 22 | MORGAN STANLEY | 215,970 | $5.1M | 0.0% | 0.4% | +17.4% |
| 23 | Beacon Pointe Advisors, LLC | 197,768 | $4.7M | 0.0% | 0.3% | +0.5% |
| 24 | FIRST MANHATTAN CO. LLC. | 167,842 | $4.0M | 0.0% | 0.3% | -11.1% |
| 25 | Naviter Wealth, LLC | 167,732 | $4.0M | 0.4% | 0.3% | +34.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.