Capital Southwest Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 1.38 M | $30.57 M | -5.27% | 2.40% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 1.06 M | $23.54 M | 6.85% | 1.85% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 1.05 M | $23.24 M | 17.60% | 1.82% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 885.97 K | $20.98 M | 17.07% | 1.54% |
| UBS GROUP AG | 01/29/2026 | 817.15 K | $18.10 M | 5.01% | 1.42% |
| MELIA WEALTH LLC | 02/09/2026 | 502.99 K | $11.14 M | 2.56% | 0.87% |
| MUZINICH & CO., INC. | 01/21/2026 | 425.32 K | $9.42 M | 55.64% | 0.74% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 424.63 K | $9.41 M | 3.58% | 0.74% |
| BLACKROCK, INC. | 02/12/2026 | 422.26 K | $9.35 M | -0.50% | 0.73% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 389.58 K | $8.64 M | 17.38% | 0.68% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 386.14 K | $8.55 M | 5.82% | 0.67% |
| COLUMBUS MACRO, LLC | 01/15/2026 | 345.52 K | $7.65 M | 8.35% | 0.60% |
| EPIQ PARTNERS, LLC | 01/07/2026 | 310.97 K | $6.89 M | 5.26% | 0.54% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 284.78 K | $6.31 M | 29.40% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 281.01 K | $6.22 M | -7.21% | 0.49% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 262.30 K | $5.81 M | -15.72% | 0.46% |
| MORGAN STANLEY | 02/13/2026 | 238.26 K | $5.28 M | 1.93% | 0.41% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 229.09 K | $5.07 M | -0.87% | 0.40% |
| 02/10/2026 | 217.13 K | $4.81 M | 5.22% | 0.38% | |
| LPL FINANCIAL LLC | 02/11/2026 | 214.78 K | $4.76 M | 10.29% | 0.37% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 206.00 K | $4.56 M | -5.89% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 197.17 K | $4.37 M | 51.61% | 0.34% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 195.02 K | $4.32 M | 0.00% | 0.34% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 188.92 K | $4.18 M | 100.00% | 0.33% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 169.86 K | $3.76 M | -22.92% | 0.30% |
| GRACE & WHITE INC /NY | 01/26/2026 | 164.70 K | $3.65 M | -1.91% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 139.30 K | $3.09 M | 14.46% | 0.24% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 02/10/2026 | 129.85 K | $2.88 M | -0.41% | 0.23% |
| GRANITESHARES ADVISORS LLC | 01/27/2026 | 122.47 K | $2.71 M | 100.00% | 0.21% |
| 02/11/2026 | 113.73 K | $2.52 M | 100.00% | 0.20% | |
| HODGES CAPITAL MANAGEMENT INC. | 02/11/2026 | 108.46 K | $2.40 M | 6.71% | 0.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 103.46 K | $2.29 M | -15.63% | 0.18% |
| NAVITER WEALTH, LLC | 01/21/2026 | 99.25 K | $2.20 M | -3.42% | 0.17% |
| BARCLAYS PLC | 02/13/2026 | 97.74 K | $2.16 M | 28.46% | 0.17% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 94.79 K | $2.10 M | -10.32% | 0.16% |
| FJ CAPITAL MANAGEMENT LLC | 02/13/2026 | 92.69 K | $2.05 M | 100.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 92.35 K | $2.05 M | -1.45% | 0.16% |
| FIRST DALLAS SECURITIES INC. | 02/11/2026 | 89.91 K | $1.99 M | 7.00% | 0.16% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 89.71 K | $1.99 M | 0.31% | 0.16% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 88.38 K | $1.96 M | 168.12% | 0.15% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/05/2026 | 83.81 K | $1.86 M | -3.29% | 0.15% |
| ROYAL BANK OF CANADA | 02/17/2026 | 79.56 K | $1.76 M | -35.75% | 0.14% |
| SMH CAPITAL ADVISORS INC | 02/12/2026 | 78.40 K | $1.74 M | 2.48% | 0.14% |
| JANE STREET GROUP, LLC | 02/12/2026 | 77.94 K | $1.73 M | 357.40% | 0.14% |
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 02/17/2026 | 76.52 K | $1.69 M | 0.00% | 0.13% |
| DENALI ADVISORS LLC | 02/03/2026 | 76.28 K | $1.69 M | -13.12% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 71.78 K | $1.59 M | 4.11% | 0.12% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 69.68 K | $1.54 M | -23.02% | 0.12% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 01/16/2026 | 66.22 K | $1.47 M | 12.92% | 0.12% |
| ATOM INVESTORS LP | 02/17/2026 | 65.81 K | $1.46 M | 100.00% | 0.11% |
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Capital Southwest Corp. institutional Ownership - FAQ's
During the previous two years, 243 institutional investors and hedge funds held shares of Capital Southwest Corp.. The most heavily invested institutionals were:
SANDERS MORRIS HARRIS LLC: 1.11 M
Sound Income Strategies, LLC: 903,329
UBS Group AG: 854,131
PANORAMIC INVESTMENT ADVISORS, LLC: 515,525
Melia Wealth LLC: 515,478
Legal & General Group Plc: 443,138
26.01% of Capital Southwest Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 18.17 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.