Who Owns CAPITAL SOUTHWEST CORP (CSWC)? -- Institutional Holders (2026-06-30)
202 institutions reported holding $428.6M of CAPITAL SOUTHWEST CORP (CSWC) in SEC 13F filings for 2026-06-30. Largest institutional holders: VAN ECK ASSOCIATES CORP ($36.3M), UBS Group AG ($29.0M), TWO SIGMA INVESTMENTS, LP ($28.1M), Sound Income Strategies, LLC ($22.2M), SANDERS MORRIS HARRIS LLC ($18.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VAN ECK ASSOCIATES CORP | $36.3M | 1.5M | Added |
| 2 | UBS Group AG | $29.0M | 1.2M | Added |
| 3 | TWO SIGMA INVESTMENTS, LP | $28.1M | 1.2M | Trimmed |
| 4 | Sound Income Strategies, LLC | $22.2M | 934,321 | Added |
| 5 | SANDERS MORRIS HARRIS LLC | $18.1M | 759,992 | Trimmed |
| 6 | Empowered Funds, LLC | $12.5M | 525,697 | Trimmed |
| 7 | Empirical Finance, LLC | $12.5M | 525,500 | Trimmed |
| 8 | Legal & General Group Plc | $11.9M | 499,715 | Added |
| 9 | Cetera Investment Advisers | $11.7M | 490,926 | Added |
| 10 | Muzinich & Co., Inc. | $10.4M | 435,909 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 417,574 | Added |
| 12 | LPL Financial LLC | $9.6M | 402,585 | Added |
| 13 | FRANKLIN RESOURCES INC | $9.0M | 379,686 | Added |
| 14 | Melia Wealth LLC | $9.0M | 377,760 | Trimmed |
| 15 | Columbus Macro, LLC | $8.9M | 374,871 | Added |
| 16 | TECTONIC ADVISORS LLC | $8.4M | 355,370 | New |
| 17 | BlackRock, Inc. | $7.1M | 300,377 | Added |
| 18 | EPIQ PARTNERS, LLC | $7.0M | 294,003 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.9M | 291,800 | Trimmed |
| 20 | Sumitomo Mitsui Trust Group, Inc. | $6.9M | 291,778 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $6.4M | 269,532 | Added |
| 22 | Union Bancaire Privee, UBP SA | $6.3M | 1,685 | Hold |
| 23 | Womack Financial LLC | $5.5M | 230,538 | Trimmed |
| 24 | MORGAN STANLEY | $5.1M | 215,970 | Added |
| 25 | Beacon Pointe Advisors, LLC | $4.7M | 197,768 | Added |
Source: SEC Form 13F filings · as of 2026-06-30