AI Holders Summary · Q2 2026

370 institutions reported CSW in Q2 2026. BlackRock, Inc. leads at 23.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$686M2.5M0.01%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$247M889K0.01%Q2 2026 03

Capital World Investors

CIK 0001422849

$208M747K0.02%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$205M736K0.00%Q2 2026 05

WASATCH ADVISORS LP

CIK 0000814133

$193M693K1.26%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$188M675K0.01%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$160M574K0.01%Q2 2026 08

Conestoga Capital Advisors, LLC

CIK 0001163744

$131M472K2.86%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$115M412K0.01%Q2 2026 10

Neuberger Berman Group LLC

CIK 0001465109

$103M369K0.07%Q2 2026 11

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$97M348K0.30%Q2 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$88M317K0.02%Q2 2026 13

CONGRESS ASSET MANAGEMENT CO

CIK 0000897378

$84M301K0.51%Q2 2026 14

Channing Capital Management, LLC

CIK 0001302404

$83M299K1.92%Q2 2026 15

FIRST MANHATTAN CO. LLC.

CIK 0000728083

$75M270K0.19%Q2 2026 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$74M266K0.04%Q2 2026 17

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$68M263K0.05%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$57M206K0.01%Q2 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$56M202K0.00%Q2 2026 20

CI INVESTMENTS INC.

CIK 0001163648

$56M200K0.18%Q2 2026

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