Who Owns Capital Southwest CORP (CSWC)? 13F Institutional Holders (Q2 2026)

CSWC ranks #3156 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CSWC is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

CSWC is a top-conviction position for Sanders Morris Harris LLC — at 10.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CSWC belongs to Van Eck Associates CORP, but the position matters far more to Sanders Morris Harris LLC, who has 10.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Independent Financial Group, LLC has added to its CSWC position for two straight quarters, increasing it by $1.7M to reach $2.1M today.

Sanders Morris Harris LLC has trimmed its CSWC position for two straight quarters, cutting it by $9.2M while still holding $15.4M.

CSWC is down 1.9% today, but institutions show net buying of $7.2M this quarter — a divergence between today's price move and the underlying institutional flow.

CSWC posted net income of $110.7M over the trailing twelve months, and currently trades at a P/E of 13.7.

• Profitable — net income of $110.7M over the trailing twelve months
• Revenue grew 16.1% year over year
• Net income improved year over year, from $83.5M to $110.7M
• Operating cash flow was negative, using $193.5M in cash