5 institutions reported holding $28.8M of CAPITAL SOUTHWEST CORP (CSWC) in SEC 13F filings for 2026-06-30. Largest institutional holders: SANDERS MORRIS HARRIS LLC ($18.1M), EPIQ PARTNERS, LLC ($7.0M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($2.3M), Hennion & Walsh Asset Management, Inc. ($1.5M), Beaird Harris Wealth Management, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SANDERS MORRIS HARRIS LLC | $18.1M | 759,992 | Trimmed |
| 2 | EPIQ PARTNERS, LLC | $7.0M | 294,003 | Trimmed |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.3M | 95,362 | Added |
| 4 | Hennion & Walsh Asset Management, Inc. | $1.5M | 62,374 | Trimmed |
| 5 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30