166 institutions reported holding CSWC for 2026Q1, together 27% of the company, more than the 161 a quarter earlier. Institutions reporting a position: 166 (as of 2026Q1). Shares held by institutions: 16.6M, long US equity positions only, as reported on Form 13F. Reported value: $370M, at 2026-03-31 prices, not today's. Top 5 holders: 10%, of the whole company, between five filers.

CSWCCapital Southwest Corporation

Financial ServicesUSD

$25.24

$17.8752 weeks$25.26

Who owns CSWC

166 institutions reported holding CSWC for 2026Q1, together 27% of the company, more than the 161 a quarter earlier.

166

Institutions reporting a position · as of 2026Q1 · up from 161 the quarter before

Shares held by institutions: 16.6M
Shares held by institutions · 27% of the company · long US equity positions only, as reported on Form 13F
Reported value: $370M
Reported value · at 2026-03-31 prices, not today's
Top 5 holders: 10%
Top 5 holders · of the whole company, between five filers

Details›

Reporting quarter2026-03-31: 2026Q1
Quarters on record: 52
New positions: 31
Positions exited: 26
Added to: 50
Reduced: 45
Top 10 holdersof the company: 15%

Institutional ownership by quarter, 2013Q2 to 2026Q1
Quarter	Filers	Shares	Reported value
2026Q1	166	16.6M	$370M
2025Q4	161	15.0M	$357M
2025Q3	163	16.7M	$395M
2025Q2	176	17.8M	$438M
2025Q1	173	17.1M	$382M
2024Q4	158	14.7M	$322M
2024Q3	146	11.4M	$289M
2024Q2	141	11.1M	$288M
2024Q1	138	10.4M	$260M
2023Q4	135	10.2M	$241M
2023Q3	113	8.5M	$195M
2023Q2	107	8.2M	$162M
2023Q1	100	8.1M	$145M
2022Q4	102	9.0M	$154M
2022Q3	88	7.8M	$131M
2022Q2	99	7.6M	$140M

Largest reported holders, 2026Q1
Holder	Shares	% of company	Value
TWO SIGMA INVESTMENTS, LP	2.3M	3.9%	$52M
VAN ECK ASSOCIATES CORP	1.1M	1.9%	$25M
SANDERS MORRIS HARRIS LLC	1.1M	1.8%	$25M
Sound Income Strategies, LLC	0.9M	1.5%	$20M
UBS Group AG	0.9M	1.4%	$19M
Empowered Funds, LLC	0.6M	1.0%	$14M
Empirical Finance, LLC	0.6M	1.0%	$14M
Melia Wealth LLC	0.5M	0.85%	$11M
Cetera Investment Advisers	0.5M	0.75%	$10M
Legal & General Group Plc	0.4M	0.73%	$9.8M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

reading the register…

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