Capital Southwest Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 2.35 M | $51.97 M | 123.91% | 4.16% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.13 M | $24.94 M | -18.31% | 1.99% |
| SANDERS MORRIS HARRIS LLC | 04/09/2026 | 1.11 M | $24.58 M | 100.00% | 1.97% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 903.33 K | $19.81 M | 1.96% | 1.60% |
| UBS GROUP AG | 05/05/2026 | 854.13 K | $18.89 M | 4.53% | 1.51% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 619.10 K | $13.69 M | 100.00% | 1.10% |
| EMPIRICAL FINANCE, LLC | 05/15/2026 | 618.87 K | $13.69 M | 100.00% | 1.09% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 05/07/2026 | 515.53 K | $11.40 M | 100.00% | 0.91% |
| MELIA WEALTH LLC | 05/08/2026 | 515.48 K | $11.40 M | 2.48% | 0.91% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 490.70 K | $10.85 M | 1,191.32% | 0.87% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 452.70 K | $10.01 M | 6.61% | 0.80% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 443.14 K | $9.80 M | 13.75% | 0.78% |
| MUZINICH & CO., INC. | 04/24/2026 | 426.24 K | $9.43 M | 0.22% | 0.75% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 402.93 K | $8.91 M | 4.35% | 0.71% |
| COLUMBUS MACRO, LLC | 04/21/2026 | 357.78 K | $7.91 M | 3.55% | 0.63% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 329.12 K | $7.28 M | 25.48% | 0.58% |
| EPIQ PARTNERS, LLC | 04/09/2026 | 312.33 K | $6.91 M | 0.44% | 0.55% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 04/30/2026 | 284.78 K | $6.30 M | 0.00% | 0.50% |
| BLACKROCK, INC. | 05/13/2026 | 276.49 K | $6.12 M | -34.52% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 264.66 K | $5.85 M | -5.82% | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 261.00 K | $5.77 M | 87.37% | 0.46% |
| 05/12/2026 | 232.28 K | $5.14 M | 6.98% | 0.41% | |
| LPL FINANCIAL LLC | 05/06/2026 | 231.71 K | $5.13 M | 7.88% | 0.41% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 204.55 K | $4.52 M | 3.74% | 0.36% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 196.77 K | $4.35 M | 0.90% | 0.35% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 188.86 K | $4.18 M | -8.32% | 0.33% |
| MORGAN STANLEY | 05/15/2026 | 184.03 K | $4.07 M | -22.76% | 0.33% |
| GRACE & WHITE INC /NY | 04/21/2026 | 164.70 K | $3.64 M | 0.00% | 0.29% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 147.32 K | $3.26 M | -13.27% | 0.26% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/11/2026 | 135.45 K | $3.00 M | 4.32% | 0.24% |
| NAVITER WEALTH, LLC | 04/10/2026 | 124.57 K | $2.76 M | 25.52% | 0.22% |
| HODGES CAPITAL MANAGEMENT INC. | 04/28/2026 | 110.28 K | $2.44 M | 1.67% | 0.20% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 109.89 K | $2.43 M | -10.27% | 0.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 108.40 K | $2.40 M | 4.77% | 0.19% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 105.48 K | $2.35 M | 424.59% | 0.18% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 95.34 K | $2.11 M | 13.76% | 0.17% |
| HRT FINANCIAL LP | 05/14/2026 | 93.42 K | $2.07 M | 47.94% | 0.17% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 92.47 K | $2.05 M | -2.44% | 0.16% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 90.91 K | $2.01 M | 577.91% | 0.16% |
| FIRST DALLAS SECURITIES INC. | 04/27/2026 | 89.69 K | $1.98 M | -0.24% | 0.16% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 88.23 K | $1.95 M | -1.65% | 0.16% |
| JANE STREET GROUP, LLC | 05/12/2026 | 78.98 K | $1.75 M | 1.33% | 0.14% |
| DENALI ADVISORS LLC | 05/08/2026 | 75.85 K | $1.68 M | -0.57% | 0.13% |
| TRUVESTMENTS CAPITAL LLC | 05/13/2026 | 72.75 K | $1.61 M | 100.00% | 0.13% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 05/15/2026 | 71.17 K | $1.57 M | 7.48% | 0.13% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 69.76 K | $1.50 M | 0.12% | 0.12% |
| STATE STREET CORP | 05/15/2026 | 69.06 K | $1.53 M | 10.49% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 65.61 K | $1.46 M | -8.60% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 63.75 K | $1.41 M | 10.07% | 0.11% |
| MOERUS CAPITAL MANAGEMENT LLC | 05/14/2026 | 61.70 K | $1.36 M | 0.00% | 0.11% |
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Capital Southwest Corp. institutional Ownership - FAQ's
During the previous two years, 247 institutional investors and hedge funds held shares of Capital Southwest Corp.. The most heavily invested institutionals were:
Sound Income Strategies, LLC: 934,321
SANDERS MORRIS HARRIS LLC: 759,992
Muzinich & Co., Inc.: 435,909
ENVESTNET ASSET MANAGEMENT INC: 417,574
Columbus Macro, LLC: 374,871
TECTONIC ADVISORS LLC: 355,370
29.82% of Capital Southwest Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 20.15 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.