Capital Southwest Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 1.53 M | $36.29 M | 35.40% | 2.50% |
| UBS GROUP AG | 08/13/2026 | 1.22 M | $28.96 M | 42.63% | 1.99% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.18 M | $28.06 M | -49.76% | 1.93% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 934.32 K | $22.21 M | 3.43% | 1.53% |
| SANDERS MORRIS HARRIS LLC | 07/07/2026 | 759.99 K | $18.07 M | -31.60% | 1.24% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 525.70 K | $12.50 M | -15.09% | 0.86% |
| EMPIRICAL FINANCE, LLC | 08/14/2026 | 525.50 K | $12.49 M | -15.09% | 0.86% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 499.72 K | $11.89 M | 12.77% | 0.82% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 490.93 K | $11.67 M | 8.44% | 0.80% |
| MUZINICH & CO., INC. | 07/27/2026 | 435.91 K | $10.36 M | 2.27% | 0.71% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 417.57 K | $9.93 M | 3.64% | 0.68% |
| LPL FINANCIAL LLC | 08/07/2026 | 402.59 K | $9.57 M | 73.74% | 0.66% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 379.69 K | $9.03 M | 15.36% | 0.62% |
| MELIA WEALTH LLC | 08/17/2026 | 377.76 K | $8.98 M | -26.72% | 0.62% |
| COLUMBUS MACRO, LLC | 07/22/2026 | 374.87 K | $8.91 M | 4.78% | 0.61% |
| TECTONIC ADVISORS LLC | 07/15/2026 | 355.37 K | $8.45 M | 100.00% | 0.58% |
| BLACKROCK, INC. | 08/07/2026 | 300.38 K | $7.14 M | 8.64% | 0.49% |
| EPIQ PARTNERS, LLC | 07/07/2026 | 294.00 K | $6.99 M | -5.87% | 0.48% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 291.78 K | $6.94 M | 2.46% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 269.53 K | $6.41 M | 1.84% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 253.80 K | $6.03 M | -2.76% | 0.42% |
| WOMACK FINANCIAL LLC | 08/14/2026 | 230.54 K | $5.48 M | -0.75% | 0.38% |
| MORGAN STANLEY | 08/13/2026 | 215.97 K | $5.13 M | 17.36% | 0.35% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 197.77 K | $4.70 M | 0.51% | 0.32% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 167.84 K | $3.99 M | -11.13% | 0.27% |
| NAVITER WEALTH, LLC | 08/07/2026 | 167.73 K | $3.99 M | 34.65% | 0.27% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 160.02 K | $3.80 M | 100.00% | 0.26% |
| GRACE & WHITE INC /NY | 07/17/2026 | 159.70 K | $3.80 M | -3.04% | 0.26% |
| HRT FINANCIAL LP | 08/14/2026 | 157.94 K | $3.75 M | 69.07% | 0.26% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 129.16 K | $3.07 M | -4.65% | 0.21% |
| GRANITESHARES ADVISORS LLC | 08/04/2026 | 126.44 K | $3.01 M | 15.06% | 0.21% |
| MARSHALL WACE, LLP | 08/13/2026 | 120.79 K | $2.87 M | 100.00% | 0.20% |
| HODGES CAPITAL MANAGEMENT INC. | 08/03/2026 | 112.28 K | $2.67 M | 1.82% | 0.18% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 103.85 K | $2.47 M | -1.54% | 0.17% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 103.69 K | $2.46 M | 978.60% | 0.17% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 98.62 K | $2.34 M | -9.02% | 0.16% |
| XTX TOPCO LTD | 08/14/2026 | 97.03 K | $2.31 M | 628.81% | 0.16% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 95.36 K | $2.27 M | 0.02% | 0.16% |
| FIRST DALLAS SECURITIES INC. | 08/03/2026 | 90.47 K | $2.15 M | 0.87% | 0.15% |
| CITADEL ADVISORS LLC | 09/02/2026 | 88.25 K | $2.10 M | 100.00% | 0.14% |
| INSPIRE ADVISORS, LLC | 08/13/2026 | 87.76 K | $2.09 M | 500.78% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 86.01 K | $2.04 M | 105.90% | 0.14% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 84.50 K | $2.01 M | -8.63% | 0.14% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 83.70 K | $1.99 M | -5.13% | 0.14% |
| STATE STREET CORP | 08/07/2026 | 80.44 K | $1.91 M | 16.48% | 0.13% |
| SMH CAPITAL ADVISORS INC | 08/13/2026 | 80.07 K | $1.90 M | 2.18% | 0.13% |
| TRUVESTMENTS CAPITAL LLC | 08/12/2026 | 78.67 K | $1.87 M | 8.14% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 77.94 K | $1.85 M | 18.80% | 0.13% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 77.19 K | $1.83 M | -15.09% | 0.13% |
| MILITIA CAPITAL MANAGEMENT LLC | 08/12/2026 | 75.00 K | $1.78 M | 114.29% | 0.12% |
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Capital Southwest Corp. institutional Ownership - FAQ's
During the previous two years, 263 institutional investors and hedge funds held shares of Capital Southwest Corp.. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 1.53 M
UBS Group AG: 1.22 M
TWO SIGMA INVESTMENTS, LP: 1.18 M
Sound Income Strategies, LLC: 934,321
SANDERS MORRIS HARRIS LLC: 759,992
Empowered Funds, LLC: 525,697
28.35% of Capital Southwest Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 20.32 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.