13F

Stock

Capital Southwest Corp

CSWC · held by 205 managers

Reported value

$575.9M

Holders

205

+34 new · −29 exited

Holders’ est. mark

$28M

Price effect on 162 books still in the name

Largest holder

$63.7M

TWO SIGMA INVESTMENTS, LP

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
TWO SIGMA INVESTMENTS, LP13.8M$63.7M$17.7MAdded$30.6M
MILLENNIUM MANAGEMENT LLC33.2M$38.3M−$651.6KAdded$12.2M
FOURSIXTHREE CAPITAL LP28.8M$29.4M$530.4KAdded$8.01M
Jump Financial, LLC27M$27.5M$849.6KAdded$849.6K
SANDERS MORRIS HARRIS LLC1.11M$24.6MNew
Sound Income Strategies, LLC903.3K$19.8M−$1.55MCut−$1.17M
UBS Group AG854.1K$18.9M−$24.5KAdded$793.5K
WOLVERINE ASSET MANAGEMENT LLC14.8M$14.7M−$75.3KCut−$75.3K
VICTORY CAPITAL MANAGEMENT INC14.1M$14.4M$349.9KAdded$1.24M
Empowered Funds, LLC619.1K$13.7MNew
Empirical Finance, LLC618.9K$13.7MNew
SMH CAPITAL ADVISORS INC13.3K$13.3M$13.3MCut−$436.3K
Melia Wealth LLC515.5K$11.4M−$15.1KAdded$261.2K
Weiss Asset Management LP10.3M$10.6M$43.8KAdded$9.11M
HBK INVESTMENTS L P10.3M$10.5MNew
INCOME RESEARCH & MANAGEMENT10.1M$10.3M$319KAdded$319K
Saba Capital Management, L.P.10M$10.2M$246.7KAdded$246.7K
Cetera Investment Advisers468.7K$10M$7.99KAdded$608.6K
Legal & General Group Plc443.1K$9.8M−$19.5KAdded$1.17M
Muzinich & Co., Inc.426.2K$9.43M−$12.8KAdded$7.61K
ENVESTNET ASSET MANAGEMENT INC451.9K$8.96M$28.4KAdded$361.3K
AQR Arbitrage LLC8.54M$8.76M$157.3KAdded$4.17M
Columbus Macro, LLC357.8K$7.91M−$10.4KAdded$260.8K
SCHRODER INVESTMENT MANAGEMENT GROUP7.35M$7.49M$231.5KAdded$231.5K
ADVENT CAPITAL MANAGEMENT /DE/7.21M$7.44M$244KAdded$200K
FRANKLIN RESOURCES INC329.1K$7.28M−$7.87KAdded$1.47M
EPIQ PARTNERS, LLC312.3K$6.91M−$9.33KAdded$20.8K
Sumitomo Mitsui Trust Group, Inc.284.8K$6.3M−$8.54KCut−$8.54K
BlackRock, Inc.276.5K$6.12M−$8.3KCut−$3.24M
RAYMOND JAMES FINANCIAL INC264.7K$5.85M−$7.95KCut−$370.2K
Context Capital Management, LLC5.68M$5.83M$193.3KCut−$7.6M
Womack Financial LLC232.3K$5.14M−$6.52KAdded$328.6K
LPL Financial LLC231.7K$5.13M−$6.44KAdded$368.1K
Eagle Point Credit Management LLC4.98M$5.05M$103.8KCut−$9.82M
Beacon Pointe Advisors, LLC196.8K$4.35M−$5.85KAdded$32.9K
FIRST MANHATTAN CO. LLC.188.9K$4.18M−$5.67KCut−$385.4K
MORGAN STANLEY184K$4.07M−$5.51KCut−$1.21M
JPMORGAN CHASE & CO3.62M$3.97M−$389.9KAdded$3.56M
GRACE & WHITE INC /NY164.7K$3.64M−$4.94KCut−$4.94K
LAFFER TENGLER INVESTMENTS, INC.3.43K$3.52M$64.5KAdded$46.4K
BNP PARIBAS FINANCIAL MARKETS2.27M$3.51M$844.4KAdded$2.01M
VOLORIDGE INVESTMENT MANAGEMENT, LLC147.3K$3.26M−$4.42KCut−$503.7K
Walleye Capital LLC3M$3.08M$102KAdded$102K
FOUNDATIONS INVESTMENT ADVISORS, LLC135.5K$3M−$3.9KAdded$120.1K
Naviter Wealth, LLC124.6K$2.76M−$2.98KAdded$557.2K
SSI INVESTMENT MANAGEMENT LLC2.5M$2.55M$78.7KAdded$78.7K
Hodges Capital Management Inc.110.3K$2.44M−$3.25KAdded$36.9K
GraniteShares Advisors LLC109.9K$2.43M−$3.3KCut−$281.9K
Advisors Asset Management, Inc.108.4K$2.4M−$3.1KAdded$106.1K
AMERIPRISE FINANCIAL INC105.5K$2.35M$2.78KAdded$1.91M
CONFLUENCE INVESTMENT MANAGEMENT LLC95.3K$2.11M−$2.51KAdded$252.5K
NEUBERGER BERMAN GROUP LLC92.5K$2.05M−$2.77KCut−$54K
Balyasny Asset Management L.P.90.9K$2.01M−$403Added$1.71M
First Dallas Securities Inc.89.7K$1.98M−$2.7KCut−$7.57K
BENJAMIN EDWARDS INC88.2K$1.95M−$2.63KCut−$35.5K
JANE STREET GROUP, LLC79K$1.75M−$2.34KAdded$20.6K
DENALI ADVISORS LLC75.8K$1.68M−$2.27KCut−$12K
Truvestments Capital LLC72.7K$1.61MNew
Legacy Capital Wealth Partners, LLC71.2K$1.57M−$2KAdded$107.6K
State Street69.1K$1.53M−$1.88KAdded$143.1K
B. Riley Wealth Advisors, Inc.69.8K$1.5M−$46.7KCut−$44.9K
Hennion & Walsh Asset Management, Inc.63.7K$1.41M−$1.74KAdded$127.3K
Moerus Capital Management LLC61.7K$1.36M−$1.85KCut−$1.85K
COZAD ASSET MANAGEMENT INC59.9K$1.32M−$1.57KAdded$164K
Kestra Advisory Services, LLC56.9K$1.26M−$1.34KAdded$274.8K
COMMONWEALTH EQUITY SERVICES, LLC55K$1.22M−$1.65KCut−$828.3K
Catalyst Capital Advisors LLC49K$1.08M$981KCut−$881.8K
BANK OF AMERICA CORP /DE/41.8K$924K−$1.25KCut−$193.6K
Cornerstone Wealth Management, LLC40.6K$897.8K−$1.22KCut−$6.69K
Symphony Financial, Ltd. Co.41K$891.9K−$11.8KAdded$21.4K
Sunbelt Securities, Inc.37K$819.1K−$1.05KAdded$32.8K
CALDWELL SUTTER CAPITAL, INC.37K$818.8K−$1.11KCut−$24.7K
Ares Systematic Credit Ltd800K$802.4KNew
Militia Capital Management LLC35K$774.2KHeld
Mariner, LLC31.9K$705.5K−$586Added$261.3K
AlphaCore Capital LLC31K$685.6KNew
Closed-End Fund Advisors, Inc.30.6K$676.6K−$917Cut−$1.84M
GUGGENHEIM CAPITAL LLC29.2K$646.3K−$824Added$38K
NORTHERN TRUST CORP26.7K$589.5K−$800Cut−$456.3K
Invesco Ltd.26.3K$582.2K−$789Cut−$183.7K
Greenland Capital Management LP26K$575.1KNew
Amtrust Financial Services, Inc.570K$571.7K$6.27KCut−$1.09M
Apollon Wealth Management, LLC24.6K$545.2K−$739Cut−$1.18K
Mraz, Amerine & Associates, Inc.24.3K$536.5K−$729Cut−$103.9K
ROYAL BANK OF CANADA23.3K$515K−$449Cut−$1.25M
Samalin Investment Counsel, LLC22.9K$506.1K−$689Cut−$121.7K
Virtus Investment Advisers, LLC22.5K$496.9K−$673Cut−$227K
Zuckerman Investment Group, LLC21.9K$485.3K−$643Cut−$509.9K
CWM, LLC21.6K$478.3K$260KAdded$478K
Brevan Howard Capital Management LP21.6K$478.2K−$639Added$6.08K
Arlington Capital Management, Inc.21.6K$477KNew
CreativeOne Wealth, LLC20.8K$460.8K−$622Cut−$665.3K
Bayshore Capital Advisors, LLC20.5K$453.5KNew
DEARBORN PARTNERS LLC19.4K$429.6K−$583Cut−$13.4K
OXFORD ASSET MANAGEMENT LLP19.2K$424.1KNew
Purpose Unlimited Inc.19K$408.1KNew
Fund Advisors of America Inc/FL18.4K$407.6K−$555Cut−$49.2K
INDEPENDENT FINANCIAL GROUP, LLC18.4K$407.4KNew
1900 WEALTH MANAGEMENT LLC18.3K$404.2K−$548Cut−$548
LBMC INVESTMENT ADVISORS, LLC18.3K$403.7K−$548Cut−$548
Engineers Gate Manager LP17.6K$389.2KNew
OSAIC HOLDINGS, INC.17.4K$385.8K−$456Cut−$238.6K
Belpointe Asset Management LLC15.8K$349.5K−$473Cut−$172.8K
Quantbot Technologies LP15.7K$348K−$472Cut−$79K
Inspire Advisors, LLC14.6K$323.1KNew
OCCUDO QUANTITATIVE STRATEGIES LP12.9K$309KNew
US BANCORP \DE\13.7K$303K−$411Cut−$411
XTX Topco Ltd13.3K$294.5KNew
Generali Investments CEE, investicni spolecnost, a.s.12.8K$282.2K−$383Cut−$383
Accel Wealth Management12.5K$276.7K−$377Cut−$89
Core Wealth Partners LLC11.5K$254.8K−$346Cut−$346
ProShare Advisors LLC11.3K$250.6K−$328Added$8.21K
GEODE CAPITAL MANAGEMENT, LLC11.3K$248.9K−$337Cut−$337
DRW Securities, LLC11.2K$247KNew
Focus Partners Wealth11K$242.4KNew
FCG Investment Co10.7K$236KHeld
&PARTNERS229K$233.4K$7.21KAdded$7.21K
Creative Planning9.94K$219.8KNew
HighTower Advisors, LLC9.75K$215.6K−$294Added$2.12K
SageGuard Financial Group, LLC9.69K$214.3K−$305Cut−$54K
Squarepoint Ops LLC9.64K$213.2KNew
Trexquant Investment LP9.61K$212.6K−$288Cut−$277.4K
EAGLE GLOBAL ADVISORS LLC9.35K$206.8KNew
Vident Advisory, LLC9.29K$205.6K−$279Cut−$54K
AEGON USA Investment Management, LLC185K$188.5K$5.83KAdded$5.83K
VPR Management LLC8.5K$188K−$255Cut−$255
SIMPLEX TRADING, LLC7.23K$160K−$218Cut−$454.8K
Leonteq Securities AG7K$154.8K−$189Added$15.3K
WELLS FARGO & COMPANY/MN69K$154K−$33.4KCut−$38.2K
Allworth Financial LP5.59K$123.6K−$150Added$16.3K
Wealthstar Advisors, LLC108K$112.1K$4.79KAdded$4.79K
Rialto Wealth Management, LLC4.81K$106.4K−$144Cut−$144
PNC Financial Services Group, Inc.4.65K$102.9K−$47Added$68.3K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.41K$97.5K−$120Added$8.93K
Parallel Advisors, LLC4.18K$92.6K−$126Cut−$126
HOLLENCREST CAPITAL MANAGEMENT4K$88.4K−$127Cut−$76.3K
SIGNATUREFD, LLC3.41K$75.4K−$82Added$16.4K
Burk Holdings LLC3.07K$67.9KNew
MAI Capital Management3.05K$67.5K−$91Cut−$91
PRINCIPAL SECURITIES, INC.60K$61.1K$1.89KAdded$1.89K
CENTRAL TRUST Co2.7K$59.7KNew
Farther Finance Advisors, LLC2.7K$59.3K−$586Cut−$58.5K
Osbon Capital Management LLC2.65K$58.6K−$75Added$3.24K
GROUP ONE TRADING LLC2.61K$57.6K−$78Cut−$54.7K
Washington Trust Advisors, Inc.2.5K$55.3K−$75Cut−$75
EverSource Wealth Advisors, LLC2.33K$51.5K−$71Cut−$10.4K
PLANNING DIRECTIONS INC50K$51.3K$1.57KAdded$1.57K
Geneos Wealth Management Inc.1.93K$42.7K−$58Cut−$58
STIFEL FINANCIAL CORP40.8K$40.8KNew
Union Bancaire Privee, UBP SA1.69K$36.2K−$5.72MCut−$24.8M
Wilmington Savings Fund Society, FSB1.6K$35.4KNew
Triumph Capital Management1.4K$31K−$42Cut−$42
Prime Capital Investment Advisors, LLC30K$30.6K$945Added$945
Elequin Capital, LP1.18K$26KNew
OneDigital Investment Advisors LLC25K$25.4K$665Added$665
VAN ECK ASSOCIATES CORP1.13M$24.9K−$33Cut−$5.63K
JONES FINANCIAL COMPANIES LLLP1.16K$24.8K−$563Added$6.99K
Blue Trust, Inc.1.05K$23.3K−$32Cut−$32
Quarry LP1.03K$22.8K−$8Added$16.6K
North Star Investment Management Corp.1.02K$22.7K−$31Cut−$31
Larson Financial Group LLC1K$22.1K−$30Cut−$30
Newbridge Financial Services Group, Inc.1K$22.1K−$30Cut−$30
Tower Research Capital LLC (TRC)802$17.7KNew
Key Capital Management, INC782$17.3K−$15Added$5.91K
HHM Wealth Advisors, LLC700$15.5K−$21Cut−$21
LaSalle St. Investment Advisors, LLC15K$15.3K$15.3KAdded$15.3K
Goldstein Advisors, LLC14K$14.2K$372Added$372
TOTH FINANCIAL ADVISORY CORP600$13.3K−$18Cut−$18
Spire Wealth Management600$13.3K−$18Cut−$18
TRUIST FINANCIAL CORP12K$12.2K$378Cut−$10.5K
HAGER INVESTMENT MANAGEMENT SERVICES, LLC500$11.1K−$15Cut−$15
CHILTON CAPITAL MANAGEMENT LLC450$9.95K−$13Cut−$49.9K
Dunhill Financial, LLC400$8.85K−$12Cut−$12
Russell Investments Group, Ltd.348$7.7K−$10Cut−$2.8K
NISA INVESTMENT ADVISORS, LLC291$6.44K−$9Cut−$9
LRI Investments, LLC250$5.53K−$8Cut−$8
Rockefeller Capital Management L.P.225$4.98K−$7Cut−$7
FIRST HORIZON CORP200$4.42K−$6Cut−$6
Beaird Harris Wealth Management, LLC197$4.36KNew
Archer Investment Corp142$3.13K−$5Added$83
HRT FINANCIAL LP93.4K$2.07K−$1Added$668
CANADA LIFE ASSURANCE Co65.6K$1.46K$4Cut−$133
Caitong International Asset Management Co., Ltd62$1.37K−$3Cut−$778
DELTA ASSET MANAGEMENT LLC/TN60$1.33K−$2Cut−$224
Cambridge Investment Research Advisors, Inc.55.8K$1.24K−$0Added$392
NBT BANK N A /NY33$725−$224Added$18
Hilton Head Capital Partners, LLC30$664New
ASSETMARK, INC27$597$0Added$531
WEDBUSH SECURITIES INC16.4K$362−$1Cut−$1
DHJJ Financial Advisors, Ltd.5$111$0Held
Capital Analysts, LLC2.9K$64−$1Added$1
State of Alaska, Department of Revenue2.24K$49$0Held
PMV Capital Advisers, LLC2$45New
HUNTINGTON NATIONAL BANK2$44$0Held
CITIGROUP INC1$22New
Avion Wealth500$11$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.