13F Insight
DOSSIER · 13F Holders · Q2 2026
CSWC 5.125 11/15/29

CAPITAL SOUTHWEST CORP

38 institutions still hold CAPITAL SOUTHWEST CORP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 140501AE7·38 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$223M
visible holders
Holders
38
filers reporting
Concentration
24.03%
MILLENNIUM MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

38 institutions reported CSWC 5.125 11/15/29 in Q2 2026. MILLENNIUM MANAGEMENT LLC leads at 24.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$54M51.2M0.02%Q2 202602
FOURSIXTHREE CAPITAL LP
CIK 0001897652
$29M28.8M10.96%Q1 202603
Jump Financial, LLC
CIK 0001831577
$29M28.0M0.23%Q2 202604
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$16M15.4M0.01%Q2 202605
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$15M14.8M0.14%Q2 202606
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$15M14.7M0.01%Q2 202607
HBK INVESTMENTS L P
CIK 0001011443
$11M10.8M0.11%Q2 202608
INCOME RESEARCH & MANAGEMENT
CIK 0001165830
$10M9.2M5.20%Q2 202609
Context Capital Management, LLC
CIK 0001301396
$8M7.6M0.15%Q2 202610
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$8M7.3M0.01%Q2 202611
AQR Arbitrage LLC
CIK 0001167456
$5M4.6M0.10%Q4 202512
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$4M4.0M0.10%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$4M3.8M0.00%Q2 202614
LAFFER TENGLER INVESTMENTS, INC.
CIK 0001307878
$4M3K0.45%Q2 202615
Walleye Capital LLC
CIK 0001758720
$3M3.0M0.01%Q2 202616
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$3M2.5M0.15%Q2 202617
Ares Systematic Credit Ltd
CIK 0002135379
$2M2.0M1.27%Q2 202618
Eagle Point Credit Management LLC
CIK 0001607203
$2M1.5M2.34%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$993K974K0.00%Q2 202620
SMH CAPITAL ADVISORS INC
CIK 0001180391⚠ data anomaly
$918K883K3.60%Q2 2026
Page 1 of 2
18 more holders available. Log in →