CAPITAL SOUTHWEST CORP (CSWC) is held by 61 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is TWO SIGMA INVESTMENTS, LP as of Q1 2026.

Are institutions buying or selling CSWC?

In Q1 2026, 33 institutions opened or increased positions in CAPITAL SOUTHWEST CORP while 29 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CSWC?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CAPITAL SOUTHWEST CORP.

How many hedge funds hold CSWC?

61 institutional investors report holding CAPITAL SOUTHWEST CORP (CSWC) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CSWC?

As of Q1 2026, tracked institutions in CAPITAL SOUTHWEST CORP show 33 buyers versus 29 sellers — net inflows.

CAPITAL SOUTHWEST CORP

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

Holders

Avg rating(18 Elite)

$188.5M

Total Value

53% (69)

Fund Consensus

33 buying - 29 selling

Smart Money Verdict

View all

Held by 61 funds

18 elite

Who's Trading

InsiderBCBATTIST CHRISTINEBuy $20KJun 17, 2026

InsiderSSSarner Michael ScottBuy $59KFeb 27, 2026

InsiderRLRogers-Windsor Ramona LynnBuy $10KOct 1, 2025

InsiderBCBATTIST CHRISTINEBuy $15KAug 20, 2025

InsiderRLRogers-Windsor Ramona LynnBuy $10KJun 23, 2025

InsiderBCBATTIST CHRISTINEBuy $10KMay 27, 2025

InsiderRLRogers-Windsor Ramona LynnBuy $10KMar 26, 2025

View all insider trades

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
TWO SIGMA INVESTMENTS, LP	Increased	2.3M(+123.9%)	$52M	0.0%	+13.23%	47
UBS Group AG	Increased	854,131(+4.5%)	$18.9M	0.0%	+19.11%	30
Empowered Funds, LLC	New	619,098	$13.7M	0.1%	+5.81%	39
Cetera Investment Advisers	Increased	452,698(+6.6%)	$10M	0.0%	+18.77%	30
Legal & General Group Plc	Increased	443,138(+13.8%)	$9.8M	0.0%	+51.61%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	402,926(+4.3%)	$8.9M	0.0%	+17.84%	29
FRANKLIN RESOURCES INC	Increased	329,121(+25.5%)	$7.3M	0.0%	+15.16%	34
Sumitomo Mitsui Trust Group, Inc.	Unchanged	284,778	$6.3M	0.0%	+19.31%	0
BlackRock, Inc.	Decreased	276,490(-34.5%)	$6.1M	0.0%	+20.67%	0
RAYMOND JAMES FINANCIAL INC	Decreased	264,659(-5.8%)	$5.9M	0.0%	+22.13%	0
LPL Financial LLC	Increased	231,713(+7.9%)	$5.1M	0.0%	+40.02%	29
MILLENNIUM MANAGEMENT LLC	Increased	204,548(+3.7%)	$4.5M	0.0%	+16.79%	28
Beacon Pointe Advisors, LLC	Increased	196,768(+0.9%)	$4.4M	0.0%	+25.04%	27
FIRST MANHATTAN CO. LLC.	Decreased	188,859(-8.3%)	$4.2M	0.0%	+181.08%	0
MORGAN STANLEY	Decreased	184,028(-22.8%)	$4.1M	0.0%	+14.50%	0
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Decreased	147,319(-13.3%)	$3.3M	0.0%	+15.48%	0
AMERIPRISE FINANCIAL INC	Increased	105,475(+424.6%)	$2.4M	0.0%	+6.55%	42
Neuberger Berman Group LLC	Decreased	92,473(-2.4%)	$2M	0.0%	+13.96%	0
BALYASNY ASSET MANAGEMENT L.P.	Increased	90,908(+577.9%)	$2M	0.0%	+8.27%	42
BENJAMIN EDWARDS INC	Decreased	88,225(-1.6%)	$2M	0.0%	+11.54%	0