2026-09-01
AI summary pending
View Full Filing (SEC EDGAR)Capital Southwest CORP
$24.74-0.9%
+$7.2M
Net Activity
-2.83% total shares
Institutions Holding
189
Popularity Rank
#3145
Avg Weight
0.24%
Total Value
$423.8M
Market Cap
$1.6B
189 institutions currently hold CSWC, with 109 net buyers and 64 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
64
Net Buying Institutions
109
Top 5 by Value
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Across its top 20 institutional holders, CSWC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 30/100).
CSWC ranks #3145 out of 37501 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.
UBS Group AG has added to its CSWC position for two straight quarters, increasing it by $10.9M to reach $29.0M today.
Voloridge Investment Management, LLC has trimmed its CSWC position for two straight quarters, cutting it by $2.7M while still holding $1.1M.
CSWC is down 0.9% 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 14.7.
+$76.8M
Total Buy Value
$67.2M
Total Sell Value
109
Net Buyers
64
Net Sellers
CSWC
Q2 2026
Top 5 Institutional Movers
-$23.9M
-$11.4M
+$11.3M
+$10.1M
CSWC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$109K
Total Est. Value
5K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Thomas William R III | 2026-06-05 | $109K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
6
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)Capital Southwest Corporation (CSWC) disclosed in an 8-K that it added RBC Capital Markets as an additional sales agent to its at-the-market (ATM) equity offering program, joining Jefferies, Raymond James, Citizens, and B. Riley. Under the distribution agreements, the company may sell shares of its common stock through the agents up to $2.0 billion in total, with roughly $1.1 billion of capacity still unused as of August 7, 2026. This is essentially an update to the company's existing stock-sale machinery — it does not mean any shares have been sold or that the company is committed to selling more. The filing itself reads as a routine disclosure about adding an agent, not as news of an actual capital raise.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)Capital Southwest Corp (CSWC) held its 2026 annual shareholder meeting on July 22. All six director nominees were elected, shareholders approved executive compensation on an advisory basis, voted for a one-year frequency on future say-on-pay votes, and ratified RSM US LLP as the independent auditor. The meeting was then adjourned because a proposal to increase the company's authorized shares of common stock did not receive enough votes to pass. Shareholders will reconvene on September 1 to vote on that proposal again.
View Full Filing (SEC EDGAR)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)140501107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,760
Total reported value
$1.2T
Held by 4760 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,688
Total reported value
$473.3B
Held by 4688 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,634
Total reported value
$985.5B
Held by 4634 institutions — one of the most-tracked stocks on AlphaSMO
Access CSWC's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CSWCCLI
npx alphasmo stocks get CSWC