13F

Stock

Capital Southwest Corp

CSWC · held by 203 managers

Reported value

$542.6M

Holders

203

+6 new · −0 exited

Holders’ est. mark

$138K

Price effect on 5 books still in the name

Largest holder

$33.1M

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, LP11M$33.1MHeld
Jump Financial, LLC27M$26.6MHeld
MILLENNIUM MANAGEMENT LLC22M$26.1MHeld
Union Bancaire Privee, UBP SA7.26K$24.8MHeld
TWO SIGMA ADVISERS, LP1.06M$23.5MHeld
FOURSIXTHREE CAPITAL LP21.5M$21.4MHeld
Sound Income Strategies, LLC886K$21MHeld
UBS Group AG817.1K$18.1MHeld
Eagle Point Credit Management LLC15M$14.9MHeld
WOLVERINE ASSET MANAGEMENT LLC14.8M$14.8MHeld
SMH CAPITAL ADVISORS INC12.3M$13.8MHeld
Context Capital Management, LLC13.5M$13.4MHeld
VICTORY CAPITAL MANAGEMENT INC13.2M$13.1MHeld
Melia Wealth LLC503K$11.1MHeld
INCOME RESEARCH & MANAGEMENT10.1M$10MHeld
Saba Capital Management, L.P.10M$9.95MHeld
Cetera Investment Advisers440.6K$9.42MHeld
Muzinich & Co., Inc.425.3K$9.42MHeld
BlackRock, Inc.422.3K$9.35MHeld
Legal & General Group Plc389.6K$8.64MHeld
ENVESTNET ASSET MANAGEMENT INC435.1K$8.6MHeld
Columbus Macro, LLC345.5K$7.65MHeld
SCHRODER INVESTMENT MANAGEMENT GROUP7.35M$7.26MHeld
ADVENT CAPITAL MANAGEMENT /DE/7.25M$7.24MHeld
EPIQ PARTNERS, LLC311K$6.89MHeld
Radcliffe Capital Management, L.P.6.95M$6.86MHeld
Sumitomo Mitsui Trust Group, Inc.284.8K$6.31MHeld
RAYMOND JAMES FINANCIAL INC281K$6.22MHeld
FRANKLIN RESOURCES INC262.3K$5.81MHeld
MORGAN STANLEY238.3K$5.28M$67.8KAdded$167.9K
GOLDMAN SACHS GROUP INC229.1K$5.07MHeld
Womack Financial LLC217.1K$4.81M$59.9KAdded$298.4K
LPL Financial LLC214.8K$4.76MHeld
AQR Arbitrage LLC4.63M$4.59MHeld
FIRST MANHATTAN CO. LLC.206K$4.56MHeld
Wellesley Asset Management4.46M$4.42MHeld
Beacon Pointe Advisors, LLC195K$4.32MHeld
Connor, Clark & Lunn Investment Management Ltd.188.9K$4.18MHeld
VOLORIDGE INVESTMENT MANAGEMENT, LLC169.9K$3.76MHeld
GRACE & WHITE INC /NY164.7K$3.65MHeld
LAFFER TENGLER INVESTMENTS, INC.3.45K$3.48MHeld
Walleye Capital LLC3M$2.98MHeld
FOUNDATIONS INVESTMENT ADVISORS, LLC129.8K$2.88MHeld
GraniteShares Advisors LLC122.5K$2.71MHeld
Fort Baker Capital Management LP2.63M$2.64MHeld
Closed-End Fund Advisors, Inc.113.7K$2.52MHeld
KIM, LLC2.5M$2.48MHeld
SSI INVESTMENT MANAGEMENT LLC2.5M$2.47MHeld
Hodges Capital Management Inc.108.5K$2.4MHeld
Advisors Asset Management, Inc.103.5K$2.29MHeld
PALISADE CAPITAL MANAGEMENT, LP2.25M$2.23MHeld
Naviter Wealth, LLC99.2K$2.2MHeld
BARCLAYS PLC97.7K$2.16MNew
NEUBERGER BERMAN GROUP LLC94.8K$2.1MHeld
FJ Capital Management LLC92.7K$2.05MHeld
COMMONWEALTH EQUITY SERVICES, LLC92.3K$2.05MHeld
First Dallas Securities Inc.89.9K$1.99MHeld
BENJAMIN EDWARDS INC89.7K$1.99MHeld
Catalyst Capital Advisors LLC936K$1.97MHeld
Verition Fund Management LLC88.4K$1.96MHeld
CONFLUENCE INVESTMENT MANAGEMENT LLC83.8K$1.86MHeld
ROYAL BANK OF CANADA79.6K$1.76MHeld
JANE STREET GROUP, LLC77.9K$1.73MHeld
Sovereign's Capital Management, LLC76.5K$1.69MHeld
DENALI ADVISORS LLC76.3K$1.69MHeld
Amtrust Financial Services, Inc.1.68M$1.67MHeld
B. Riley Wealth Advisors, Inc.69.7K$1.54MHeld
BNP PARIBAS FINANCIAL MARKETS1.52M$1.5MHeld
Legacy Capital Wealth Partners, LLC66.2K$1.47MHeld
Weiss Asset Management LP1.47M$1.46MNew
Atom Investors LP65.8K$1.46MHeld
State Street62.5K$1.38MHeld
Moerus Capital Management LLC61.7K$1.37MHeld
Hennion & Walsh Asset Management, Inc.57.9K$1.28MHeld
COZAD ASSET MANAGEMENT INC52.4K$1.16MHeld
CreativeOne Wealth, LLC50.8K$1.13MHeld
BANK OF AMERICA CORP /DE/50.5K$1.12M$7.27KAdded$569.8K
NORTHERN TRUST CORP47.2K$1.05MHeld
Zuckerman Investment Group, LLC44.9K$995.2KHeld
Kestra Advisory Services, LLC44.4K$983KHeld
Cornerstone Wealth Management, LLC40.8K$904.5KHeld
Symphony Financial, Ltd. Co.39.4K$870.5KHeld
CALDWELL SUTTER CAPITAL, INC.38.1K$843.6KHeld
Aquatic Capital Management LLC36K$796.3KHeld
Sunbelt Securities, Inc.35.5K$786.3KHeld
Invesco Ltd.34.6K$765.9KHeld
Virtus Investment Advisers, LLC32.7K$723.9KHeld
Mraz, Amerine & Associates, Inc.28.9K$640.4KHeld
Samalin Investment Counsel, LLC28.3K$627.8KHeld
OSAIC HOLDINGS, INC.28.2K$624.4KHeld
SIMPLEX TRADING, LLC27.8K$614.8KHeld
GUGGENHEIM CAPITAL LLC27.5K$608.3KHeld
CAXTON ASSOCIATES LLP26.3K$581.8KHeld
Apollon Wealth Management, LLC24.7K$546.4KHeld
Belpointe Asset Management LLC23.6K$522.3KHeld
Trexquant Investment LP22.1K$490KHeld
Brevan Howard Capital Management LP21.3K$472.1KHeld
Fund Advisors of America Inc/FL20.6K$456.7KHeld
AMERIPRISE FINANCIAL INC20.1K$445.3KHeld
Mariner, LLC20.1K$444.2KHeld
DEARBORN PARTNERS LLC20K$443KHeld
Vantage Financial Partners, LLC19.9K$441.2KHeld
Quantbot Technologies LP19.3K$427KHeld
JPMORGAN CHASE & CO18.5K$410.2KHeld
1900 WEALTH MANAGEMENT LLC18.3K$404.7KHeld
LBMC INVESTMENT ADVISORS, LLC18.3K$404.2KHeld
Point72 Asset Management, L.P.13.8K$305.3KHeld
US BANCORP \DE\13.7K$303.5KHeld
Balyasny Asset Management L.P.13.4K$297KHeld
Generali Investments CEE, investicni spolecnost, a.s.12.8K$282.6KHeld
Accel Wealth Management12.5K$276.8KHeld
SageGuard Financial Group, LLC12.1K$268.3KHeld
Catalina Capital Group, LLC11.9K$263.5KHeld
Vident Advisory, LLC11.7K$259.6KHeld
Global Retirement Partners, LLC11.6K$256.7KHeld
Core Wealth Partners LLC11.5K$255.2KHeld
GEODE CAPITAL MANAGEMENT, LLC11.3K$249.2KHeld
ProShare Advisors LLC10.9K$242.4KHeld
&PARTNERS229K$226.1KHeld
HighTower Advisors, LLC9.64K$213.5KHeld
GRIMES & Co WEALTH MANAGEMENT, LLC9.26K$205.1KHeld
WELLS FARGO & COMPANY/MN70.8K$192.3KHeld
VPR Management LLC8.5K$188.3KHeld
AEGON USA Investment Management, LLC185K$182.7KHeld
HOLLENCREST CAPITAL MANAGEMENT7.44K$164.7KHeld
Leonteq Securities AG6.3K$139.5K$1.74KAdded$8.38K
Farther Finance Advisors, LLC5.32K$117.8KHeld
GROUP ONE TRADING LLC5.07K$112.4KHeld
Wealthstar Advisors, LLC108K$107.4KHeld
Allworth Financial LP4.84K$107.3K$1.34KAdded$6.19K
Rialto Wealth Management, LLC4.81K$106.5KHeld
Parallel Advisors, LLC4.18K$92.7KHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4K$88.6KHeld
MAI Capital Management3.05K$67.6KHeld
EverSource Wealth Advisors, LLC2.8K$62KHeld
CHILTON CAPITAL MANAGEMENT LLC2.7K$59.8KHeld
PRINCIPAL SECURITIES, INC.60K$59.3KHeld
SIGNATUREFD, LLC2.66K$59KHeld
Washington Trust Advisors, Inc.2.5K$55.4KHeld
Osbon Capital Management LLC2.5K$55.4KHeld
PLANNING DIRECTIONS INC50K$49.7KHeld
TCTC Holdings, LLC2.14K$47.3KHeld
Geneos Wealth Management Inc.1.93K$42.8KHeld
PNC Financial Services Group, Inc.1.57K$34.7KHeld
SageView Advisory Group, LLC1.55K$34.4KHeld
Triumph Capital Management1.4K$31KNew
VAN ECK ASSOCIATES CORP1.38M$30.6KHeld
CIBC Private Wealth Group LLC1.34K$29.7KHeld
Prime Capital Investment Advisors, LLC30K$29.6KHeld
OneDigital Investment Advisors LLC25K$24.7KHeld
Blue Trust, Inc.1.05K$23.3KHeld
TRUIST FINANCIAL CORP23K$22.7KHeld
North Star Investment Management Corp.1.02K$22.7KHeld
Newbridge Financial Services Group, Inc.1K$22.1KHeld
Larson Financial Group LLC1K$22.1KHeld
Jefferies Financial Group Inc.19K$18.8KHeld
JONES FINANCIAL COMPANIES LLLP804$17.8KHeld
HHM Wealth Advisors, LLC700$15.5KHeld
Goldstein Advisors, LLC14K$13.9KHeld
TOTH FINANCIAL ADVISORY CORP600$13.3KHeld
Spire Wealth Management600$13.3KHeld
Key Capital Management, INC514$11.4KHeld
1620 INVESTMENT ADVISORS, INC.500$11.1KHeld
HAGER INVESTMENT MANAGEMENT SERVICES, LLC500$11.1KHeld
Russell Investments Group, Ltd.474$10.5KHeld
NOMURA ASSET MANAGEMENT CO LTD447$9.9KHeld
JIM SAULNIER & ASSOCIATES, LLC10K$9.9KHeld
Dunhill Financial, LLC400$8.86KHeld
REDMONT WEALTH ADVISORS LLC335$7.42KHeld
NISA INVESTMENT ADVISORS, LLC291$6.45KHeld
Quarry LP280$6.2KHeld
LRI Investments, LLC250$5.54KHeld
Rockefeller Capital Management L.P.225$4.98KHeld
FIRST HORIZON CORP200$4.43KHeld
Archer Investment Corp138$3.05KHeld
FLAGSHIP HARBOR ADVISORS, LLC109$2.42KNew
Caitong International Asset Management Co., Ltd97$2.15KHeld
Essential Partners LLC82$1.82KNew
CANADA LIFE ASSURANCE Co71.8K$1.59KHeld
DELTA ASSET MANAGEMENT LLC/TN70$1.55KHeld
HRT FINANCIAL LP63.1K$1.4KHeld
Cambridge Investment Research Advisors, Inc.38.1K$843Held
NBT BANK N A /NY22$707Held
GSA CAPITAL PARTNERS LLP22.6K$500Held
WEDBUSH SECURITIES INC16.4K$363Held
CWM, LLC11.8K$261Held
DHJJ Financial Advisors, Ltd.5$111Held
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3.68K$81Held
ASSETMARK, INC3$66Held
Capital Analysts, LLC2.83K$63Held
State of Alaska, Department of Revenue2.24K$49Held
HUNTINGTON NATIONAL BANK2$44Held
LaSalle St. Investment Advisors, LLC15K$14Held
Avion Wealth500$11Held
CX Institutional100$2Held

Positions as of Q4 2025. 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.