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), Legal & General Group Plc ($11.9M). Net institutional sentiment: Mixed.

71

Holders

(10 Elite)

$182.8M

Total Value

64% (70)

Consensus

45 buying - 25 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 Aug 28, 2026 · Insiders Jun 18, 2026 · Activists none · Congress none

InsiderBCBATTIST CHRISTINEBuy $20KJun 17, 2026

InsiderSSSarner Michael ScottBuy $59KFeb 27, 2026

InsiderRLRogers-Windsor Ramona LynnBuy $10KOct 1, 2025

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Top Holders

Top Holders (71)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	1.2M(+42.6%)	$29M	0.0%	+24.15%	39
TWO SIGMA INVESTMENTS, LP	Decreased	1.2M(-49.8%)	$28.1M	0.0%	+27.12%	0
Legal & General Group Plc	Increased	499,715(+12.8%)	$11.9M	0.0%	+59.14%	31
Cetera Investment Advisers	Increased	490,926(+8.4%)	$11.7M	0.0%	+29.91%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	417,574(+3.6%)	$9.9M	0.0%	+30.07%	29
LPL Financial LLC	Increased	402,585(+73.7%)	$9.6M	0.0%	+31.43%	42
FRANKLIN RESOURCES INC	Increased	379,686(+15.4%)	$9M	0.0%	+25.83%	32
BlackRock, Inc.	Increased	300,377(+8.6%)	$7.1M	0.0%	+32.24%	30
Sumitomo Mitsui Trust Group, Inc.	Increased	291,778(+2.5%)	$6.9M	0.0%	+32.54%	28
RAYMOND JAMES FINANCIAL INC	Increased	269,532(+1.8%)	$6.4M	0.0%	+36.02%	28
MORGAN STANLEY	Increased	215,970(+17.4%)	$5.1M	0.0%	+24.35%	31
FIRST MANHATTAN CO. LLC.	Decreased	167,842(-11.1%)	$4M	0.0%	+220.51%	0
Schonfeld Strategic Advisors LLC	New	160,021	$3.8M	0.0%	+7.87%	37
MWMARSHALL WACE, LLP	New	120,787	$2.9M	0.0%	+7.87%	36
AMERIPRISE FINANCIAL INC	Decreased	103,851(-1.5%)	$2.5M	0.0%	+19.71%	0
Trexquant Investment LP	Increased	103,686(+978.6%)	$2.5M	0.0%	+9.49%	42
XTX Topco Ltd	Increased	97,027(+628.8%)	$2.3M	0.0%	+9.29%	42
CITADEL ADVISORS LLC	New	88,251	$2.1M	0.0%	+7.87%	36
BANK OF AMERICA CORP /DE/	Increased	86,011(+105.9%)	$2M	0.0%	+16.86%	42
Neuberger Berman Group LLC	Decreased	84,495(-8.6%)	$2M	0.0%	+27.80%	0

Showing 1-20 of 74

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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