CAPITAL SOUTHWEST CORP

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CSWC·140501107·US·Common Stock·Financial Services - Asset Management

CSWC (CAPITAL SOUTHWEST CORP) is held by 71 institutional investors as of Q2 2026. Largest holders: UBS Group AG ($29M), TWO SIGMA INVESTMENTS, LP ($28.1M), Empowered Funds, LLC ($12.5M). Net institutional sentiment: Mixed.

71

Holders

(10 Elite)

$203.6M

Total Value

63% (70)

Consensus

44 buying - 26 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)56

Activist (13D/13G)82

Congressional (STOCK Act)81

Holder Quality

61

★★★★★

Elite

49

★★★★

Strong

69

★★★

Solid

27

★★

Below

66

★

Weak

Held by 71 funds

10 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders Oct 1, 2026 · Activists none · Congress none

InsiderTIThomas William R IIIBuy $50KOct 1, 2026

InsiderFDFURST JACK DVest 2K shAug 10, 2026

InsiderBCBATTIST CHRISTINEVest 2K shAug 10, 2026

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Top Holders

Top Holders (71)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	1.2M(+42.6%)	$29M	0.0%	+14.73%	39
TWO SIGMA INVESTMENTS, LP	Decreased	1.2M(-49.8%)	$28.1M	0.0%	+17.47%	0
Empowered Funds, LLC	Decreased	525,697(-15.1%)	$12.5M	0.1%	+10.06%	0
Legal & General Group Plc	Increased	499,715(+12.8%)	$11.9M	0.0%	+47.06%	31
Cetera Investment Advisers	Increased	490,926(+8.4%)	$11.7M	0.0%	+20.05%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	417,574(+3.6%)	$9.9M	0.0%	+20.20%	29
LPL Financial LLC	Increased	402,585(+73.7%)	$9.6M	0.0%	+21.45%	42
FRANKLIN TEMPLETON INC	Increased	379,686(+15.4%)	$9M	0.0%	+16.28%	32
BlackRock, Inc.	Increased	300,377(+8.6%)	$7.1M	0.0%	+16.20%	30
Sumitomo Mitsui Trust Group, Inc.	Increased	291,778(+2.5%)	$6.9M	0.0%	+22.48%	28
RAYMOND JAMES FINANCIAL INC	Increased	269,532(+1.8%)	$6.4M	0.0%	+25.69%	28
MORGAN STANLEY	Increased	215,970(+17.4%)	$5.1M	0.0%	+14.91%	31
Beacon Pointe Advisors, LLC	Increased	197,768(+0.5%)	$4.7M	0.0%	+28.98%	27
FIRST MANHATTAN CO. LLC.	Decreased	167,842(-11.1%)	$4M	0.0%	+196.19%	0
Schonfeld Strategic Advisors LLC	New	160,021	$3.8M	0.0%	-0.31%	37
HRT FINANCIAL LP	Increased	157,937(+69.1%)	$3.8M	0.0%	+9.15%	39
MWMARSHALL WACE, LLP	New	120,787	$2.9M	0.0%	-0.31%	36
AMERIPRISE FINANCIAL INC	Decreased	103,851(-1.5%)	$2.5M	0.0%	+10.62%	0
Trexquant Investment LP	Increased	103,686(+978.6%)	$2.5M	0.0%	+1.18%	42
XTX Topco Ltd	Increased	97,027(+628.8%)	$2.3M	0.0%	+0.99%	42

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer