CSWC

Capital Southwest CORP

+$22.8M

Net Activity

Institutions Holding

170

Popularity Rank

#3283

Avg Weight

0.24%

Total Value

$387.5M

Ownership Trend

170 institutions currently hold CSWC, with 84 net buyers and 72 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

72

Net Buying Institutions

84

Key Holders

View all 170 holding institutions

Quarterly Activity

Recent Activity

+$293.5M

Total Buy Value

$169.8M

Total Sell Value

New buy32
Trim51
Add52
Sold out21

84

Net Buyers

72

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$109K

Total Est. Value

5K shares

Planned Shares

Last Filed 2026-06-05
FilerFiling DateEst. Value
Thomas William R III2026-06-05$109K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-16
2026-07-16

Capital Southwest Corporation (CSWC) issued a press release on July 16, 2026, containing preliminary estimates of its financial condition and results for the fiscal quarter ended June 30, 2026. This release gives investors an advance look at the company's quarterly performance before the full earnings report.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding CAPITAL SOUTHWEST CORP (CSWC)?
Major stakeholders currently include Two Sigma Investments, LP ($52.0M), Van Eck Associates CORP ($24.9M), Sanders Morris Harris LLC ($24.6M). Based on the latest 13F filings, there are a total of 170 tracked investment funds and institutions maintaining positions in CSWC.
What is the overall institutional sentiment toward CSWC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $22.8M, driven by 84 managers accumulating shares while 72 reduced their exposure.
Which institutions have been selling or reducing their CSWC positions?
In the latest period, 51 funds trimmed their holdings, and 21 managers completely exited their positions. The aggregate reported sell value was $169.8M.
Are there any notable investors adding CSWC to their portfolios?
Yes, buying activity remains notable. 32 institutions opened new positions in {ticker}, and 52 existing holders added to their shares. The total reported buy value for the quarter amounted to $293.5M.

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