CAPITAL SOUTHWEST CORP (CSWC): Institutional Ownership
Hedge funds and institutional managers reporting a position in CSWC · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
11
13F filers
Aggregate Value
$63.4M
Across holders
Last Price
$23.15
2026-06-26
Sector
Financials
GICS
Holder activity7 new4 added0 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 2.35M | $52.0M | 82.0% | 0.0% | Added | +$28.8M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 91K | $2.0M | 3.2% | 0.0% | Added | +$1.7M | Q1 2026 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 88K | $2.0M | 3.1% | 0.0% | New | — | Q4 2025 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 69K | $1.5M | 2.4% | 0.0% | New | — | Q3 2025 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 66K | $1.5M | 2.3% | 0.0% | New | — | Q2 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 54K | $1.2M | 1.9% | 0.0% | Added | +$334K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 42K | $926K | 1.5% | 0.0% | New | — | Q3 2025 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 35K | $776K | 1.2% | 0.0% | New | — | Q2 2025 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 26K | $582K | 0.9% | 0.0% | New | — | Q4 2025 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 25K | $550K | 0.9% | 0.0% | New | — | Q2 2025 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 22K | $478K | 0.8% | 0.0% | Added | +$7K | Q1 2026 |
Added
Hedge Fund
$52.0M· 82.0% of total· 0.0% port· 2.35M sh· +$28.8M QoQ· Q1 2026
Added
Hedge Fund
$2.0M· 3.2% of total· 0.0% port· 91K sh· +$1.7M QoQ· Q1 2026
New
Hedge Fund
$2.0M· 3.1% of total· 0.0% port· 88K sh· — QoQ· Q4 2025
New
Hedge Fund
$1.5M· 2.4% of total· 0.0% port· 69K sh· — QoQ· Q3 2025
New
Hedge Fund
$1.5M· 2.3% of total· 0.0% port· 66K sh· — QoQ· Q2 2025
Added
Hedge Fund
$1.2M· 1.9% of total· 0.0% port· 54K sh· +$334K QoQ· Q1 2026
New
Hedge Fund
$926K· 1.5% of total· 0.0% port· 42K sh· — QoQ· Q3 2025
New
Hedge Fund
$776K· 1.2% of total· 0.0% port· 35K sh· — QoQ· Q2 2025
New
Hedge Fund
$582K· 0.9% of total· 0.0% port· 26K sh· — QoQ· Q4 2025
New
Hedge Fund
$550K· 0.9% of total· 0.0% port· 25K sh· — QoQ· Q2 2025
Added
Hedge Fund
$478K· 0.8% of total· 0.0% port· 22K sh· +$7K QoQ· Q1 2026