13F Insight
DOSSIER · 13F Holders · Q2 2026
CSWC

CAPITAL SOUTHWEST CORP

201 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 140501107·201 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$293M
visible holders
Holders
201
filers reporting
Concentration
12.38%
VAN ECK ASSOCIATES CORP #1
top holder share
AI Holders Summary · Q2 2026

201 institutions reported CSWC in Q2 2026. VAN ECK ASSOCIATES CORP leads at 12.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
VAN ECK ASSOCIATES CORP
CIK 0000869178
$36M1.5M0.02%Q2 202602
UBS Group AG
CIK 0001610520
$29M1.2M0.00%Q2 202603
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$28M1.2M0.02%Q2 202604
TWO SIGMA ADVISERS, LP
CIK 0001478735
$24M1.1M0.05%Q4 202505
Sound Income Strategies, LLC
CIK 0001730960
$22M934K1.00%Q2 202606
SANDERS MORRIS HARRIS LLC
CIK 0001053994
$18M760K10.48%Q2 202607
Empirical Finance, LLC
CIK 0001572838
$14M619K0.64%Q1 202608
Empowered Funds, LLC
CIK 0001592828
$12M526K0.07%Q2 202609
Legal & General Group Plc
CIK 0000764068
$12M500K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$12M491K0.01%Q2 202611
Muzinich & Co., Inc.
CIK 0001618824
$10M436K3.54%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M418K0.00%Q2 202613
LPL Financial LLC
CIK 0001403438
$10M403K0.00%Q2 202614
FRANKLIN RESOURCES INC
CIK 0000038777
$9M380K0.00%Q2 202615
Melia Wealth LLC
CIK 0001964047
$9M378K5.17%Q2 202616
Columbus Macro, LLC
CIK 0001727269
$9M375K0.87%Q2 202617
TECTONIC ADVISORS LLC
CIK 0001859918
$8M355K0.41%Q2 202618
BlackRock, Inc.
CIK 0002012383
$7M300K0.00%Q2 202619
EPIQ PARTNERS, LLC
CIK 0001799435
$7M294K2.96%Q2 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$7M292K0.00%Q2 2026
Page 1 of 11
181 more holders available. Log in →
Insiders at CAPITAL SOUTHWEST CORP
Thomas William R Iii →Furst Jack D →Battist Christine →Brooks David R →Weinstein Joshua S. →Rogers-Windsor Ramona Lynn →Rehberger Chris →Sarner Michael Scott →