CSWCCAPITAL SOUTHWEST CORP

COM · CUSIP 140501107

Smart Money Ownership

Of the 4 tracked institutions holding CSWC, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +5.3pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

CSWC (CAPITAL SOUTHWEST CORP) Institutional Ownership Summary

Among the 4 tracked institutional investors we monitor, CSWC (CAPITAL SOUTHWEST CORP) is held with a combined value of $13.84M across 625,500 shares. The largest holder is BlackRock, Inc. with a position worth $6.12M. 2 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$13.84M

Total Shares Held

625,500

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

MILLENNIUM MANAGEMENT LLC+4% shares~$161.4K STATE STREET CORP+11% shares~$145.2K

Biggest Sellers

BlackRock, Inc.−35% shares~$3.2M CITADEL ADVISORS LLC−17% shares~$334.4K

13F Institutional Holders

Sort

BlackRock, Inc.

0.00% of book-34.5%

$6.12M

MILLENNIUM MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$6.12M	276,490	0.00%	-34.5%
2	MILLENNIUM MANAGEMENT LLC	$4.52M	204,548	0.00%	+3.7%
3	CITADEL ADVISORS LLC	$1.67M	75,400	0.00%	-16.7%
4	STATE STREET CORP	$1.53M	69,062	0.00%	+10.5%

Frequently Asked Questions

Which institutional investors own the most CSWC stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of CSWC with a position worth $6.12M, representing 0.00% of their portfolio. In total, 4 institutional investors hold CSWC with a combined value of $13.84M.

What percentage of CSWC is owned by institutional investors?

Institutional investors hold $13.84M worth of CSWC stock across 4 positions. The largest institutional holder is BlackRock, Inc. with $6.12M in holdings.

What is a 13F filing and why does it matter for CSWC?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CSWC, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track CSWC institutional moves

Get notified when hedge funds change their CSWC positions.