Capital Southwest Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 1.46 M | $31.85 M | 8.15% | 2.72% |
| SANDERS MORRIS HARRIS LLC | 10/07/2025 | 1.37 M | $29.92 M | -1.56% | 2.56% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 994.81 K | $21.75 M | 1.15% | 1.86% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 892.35 K | $19.51 M | 17.23% | 1.67% |
| UBS GROUP AG | 11/13/2025 | 778.16 K | $17.01 M | -0.63% | 1.45% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 756.79 K | $15.07 M | 7.77% | 1.41% |
| MELIA WEALTH LLC | 11/12/2025 | 490.45 K | $10.72 M | 5.48% | 0.92% |
| BLACKROCK, INC. | 11/12/2025 | 424.39 K | $9.28 M | 32.32% | 0.79% |
| ZUCKERMAN INVESTMENT GROUP, LLC | 11/13/2025 | 415.44 K | $9.08 M | -9.76% | 0.78% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 409.97 K | $8.96 M | 13.34% | 0.77% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 364.90 K | $7.98 M | 8.69% | 0.68% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 331.90 K | $7.25 M | -0.25% | 0.62% |
| COLUMBUS MACRO, LLC | 10/16/2025 | 318.89 K | $6.97 M | 9.69% | 0.60% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 311.23 K | $6.80 M | 7.04% | 0.58% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 302.85 K | $6.62 M | 5.67% | 0.57% |
| EPIQ PARTNERS, LLC | 11/12/2025 | 295.43 K | $6.46 M | 10.73% | 0.55% |
| MUZINICH & CO., INC. | 10/20/2025 | 273.27 K | $5.97 M | 21.03% | 0.51% |
| HRT FINANCIAL LP | 11/14/2025 | 258.97 K | $5.66 M | 6.98% | 0.48% |
| MARSHALL WACE, LLP | 11/13/2025 | 252.25 K | $5.51 M | 71.41% | 0.47% |
| MORGAN STANLEY | 11/14/2025 | 233.74 K | $5.11 M | 2.79% | 0.44% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 231.11 K | $5.05 M | 8.61% | 0.43% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 221.69 K | $4.85 M | 375.42% | 0.41% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 220.37 K | $4.82 M | 173.27% | 0.41% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 220.07 K | $4.81 M | 27.51% | 0.41% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 218.91 K | $4.79 M | -15.48% | 0.41% |
| CITADEL ADVISORS LLC | 11/14/2025 | 207.15 K | $4.53 M | -49.38% | 0.39% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 195.02 K | $4.26 M | -13.79% | 0.36% |
| LPL FINANCIAL LLC | 11/12/2025 | 194.74 K | $4.26 M | -5.30% | 0.36% |
| GRACE & WHITE INC /NY | 10/23/2025 | 167.90 K | $3.67 M | -3.84% | 0.31% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 130.38 K | $2.85 M | 10.31% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 130.05 K | $2.84 M | -75.31% | 0.24% |
| ROYAL BANK OF CANADA | 11/14/2025 | 123.83 K | $2.71 M | -16.93% | 0.23% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 122.64 K | $2.68 M | 9.00% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 121.70 K | $2.66 M | 38.61% | 0.23% |
| JANE STREET GROUP, LLC | 11/14/2025 | 109.80 K | $2.40 M | 312.78% | 0.21% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 105.69 K | $2.31 M | 100.00% | 0.20% |
| NAVITER WEALTH, LLC | 11/06/2025 | 102.76 K | $2.25 M | 2.65% | 0.19% |
| HODGES CAPITAL MANAGEMENT INC. | 11/07/2025 | 101.64 K | $2.22 M | -4.15% | 0.19% |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 97.03 K | $2.12 M | -1.86% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 93.70 K | $2.05 M | 17.44% | 0.18% |
| B. RILEY WEALTH ADVISORS, INC. | 10/31/2025 | 90.51 K | $1.98 M | -1.79% | 0.17% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 89.43 K | $1.95 M | 1.90% | 0.17% |
| ENGINEERS GATE MANAGER LP | 11/14/2025 | 88.93 K | $1.94 M | 114.92% | 0.17% |
| DENALI ADVISORS LLC | 11/07/2025 | 87.81 K | $1.92 M | -22.88% | 0.16% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 86.67 K | $1.89 M | -15.12% | 0.16% |
| FIRST DALLAS SECURITIES INC. | 11/05/2025 | 84.03 K | $1.84 M | 8.99% | 0.16% |
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 11/14/2025 | 76.52 K | $1.67 M | -0.68% | 0.14% |
| SMH CAPITAL ADVISORS INC | 11/13/2025 | 76.51 K | $1.55 M | 69.21% | 0.14% |
| MOERUS CAPITAL MANAGEMENT LLC | 11/13/2025 | 73.98 K | $1.62 M | 0.00% | 0.14% |
| CITADEL ADVISORS LLC | 11/14/2025 | 70.60 K | $1.54 M | 7.62% | 0.13% |
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Capital Southwest Corporation institutional Ownership - FAQ's
During the previous two years, 242 institutional investors and hedge funds held shares of Capital Southwest Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 1.46 M
SANDERS MORRIS HARRIS LLC: 1.37 M
TWO SIGMA ADVISERS, LP: 994,806
TWO SIGMA INVESTMENTS, LP: 892,353
UBS Group AG: 778,161
Sound Income Strategies, LLC: 756,786
30.89% of Capital Southwest Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 18.36 M shares in the last 24 months. This purchase volume represents approximately $401.13 M in transactions.