12 institutions reported holding $24.9M of CAPITAL SOUTHWEST CORP (CSWCL) in SEC 13F filings for 2026-06-30. Largest institutional holders: INCOME RESEARCH & MANAGEMENT ($9.6M), Context Capital Management, LLC ($8.0M), LAFFER TENGLER INVESTMENTS, INC. ($3.6M), Walleye Capital LLC ($3.1M), AEGON USA Investment Management, LLC ($192,400). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | $9.6M | 9.2M | Trimmed |
| 2 | Context Capital Management, LLC | $8.0M | 0 | Added |
| 3 | LAFFER TENGLER INVESTMENTS, INC. | $3.6M | 3,372 | Trimmed |
| 4 | Walleye Capital LLC | $3.1M | 0 | Hold |
| 5 | AEGON USA Investment Management, LLC | $192,400 | 0 | Hold |
| 6 | Amtrust Financial Services, Inc. | $177,395 | 0 | Trimmed |
| 7 | Wealthstar Advisors, LLC | $113,027 | 108,000 | Hold |
| 8 | PRINCIPAL SECURITIES, INC. | $62,400 | 0 | Hold |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $50,960 | 49,000 | Hold |
| 10 | Goldstein Advisors, LLC | $14,604 | 0 | Hold |
| 11 | TRUIST FINANCIAL CORP | $12,480 | 0 | Hold |
| 12 | NBC SECURITIES, INC. | $11,440 | 11,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30