13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
CSWC

CAPITAL SOUTHWEST CORP

183 institutions still hold CAPITAL SOUTHWEST CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 140501107·183 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.6%
vs prior quarter
13F value held
$278M
57.0% inst. owned
of float
Holders
183
-127 QoQ
filers reporting
Activity
+86 / −24
+843 added · −856 reduced
this quarter
Concentration
18.70%
TWO SIGMA INVESTMENTS, LP #1
top holder share
AI Holders Summary · Q1 2026

183 institutions reported CSWC in Q1 2026. TWO SIGMA INVESTMENTS, LP leads at 18.7% of the visible book. -127 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$52M2.3M0.04%Q1 202602
SANDERS MORRIS HARRIS LLC
CIK 0001053994
$25M1.1M3.90%Q1 202603
TWO SIGMA ADVISERS, LP
CIK 0001478735
$24M1.1M0.05%Q4 202504
Sound Income Strategies, LLC
CIK 0001730960
$20M903K0.96%Q1 202605
UBS Group AG
CIK 0001610520
$19M854K0.00%Q1 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$17M752K0.00%Q1 202607
Empowered Funds, LLC
CIK 0001592828
$14M619K0.09%Q1 202608
Empirical Finance, LLC
CIK 0001572838
$14M619K0.64%Q1 202609
Melia Wealth LLC
CIK 0001964047
$11M515K5.52%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$10M453K0.01%Q1 202611
Legal & General Group Plc
CIK 0000764068
$10M443K0.00%Q1 202612
Muzinich & Co., Inc.
CIK 0001618824
$9M425K2.96%Q4 202513
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M403K0.00%Q1 202614
Columbus Macro, LLC
CIK 0001727269
$8M358K0.85%Q1 202615
FRANKLIN RESOURCES INC
CIK 0000038777
$7M329K0.00%Q1 202616
EPIQ PARTNERS, LLC
CIK 0001799435
$7M312K3.23%Q1 202617
Sumitomo Mitsui Trust Group, Inc.
CIK 0001475365
$6M285K0.00%Q1 202618
BlackRock, Inc.
CIK 0002012383
$6M276K0.00%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M265K0.00%Q1 202620
Womack Financial LLC
CIK 0002107079
$5M232K3.78%Q1 2026
Page 1 of 10
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