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Disclosery

CSWC CAPITAL SOUTHWEST CORP

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COM (common), issuer CIK 17313

190 managers (190 13F filers) reported a position in CSWC shares at 2026-06-30, 17,327,894 shares in all. 33 filers opened a position and 11 filers sold out during the quarter.

Managers
190
13F filers
190
New
33
Added
72
Reduced
54
Sold out
11
Shares held by filers
17,327,894

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,526,667$36.3M0.02%+399,10613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,218,244$29M<0.01%+364,11313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,180,391$28.1M0.02%-1,169,25713F-HRTimelineGroup
Sound Income Strategies, LLC934,321$22.2M1%+30,99213F-HRTimeline
SANDERS MORRIS HARRIS LLC759,992$18.1M10.48%-351,18113F-HRTimeline
Empowered Funds, LLC525,697$12.5M0.07%-93,40113F-HRTimeline
Empirical Finance, LLC525,500$12.5M0.52%-93,36613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc499,715$11.9M<0.01%+56,57713F-HRTimelineGroup
Cetera Investment Advisers490,926$11.7M0.01%+38,22813F-HRTimeline
Muzinich & Co., Inc.435,909$10.4M3.54%+9,66613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC417,574$9.93M<0.01%+14,64813F-HRTimelineGroup
LPL Financial LLC402,585$9.57M<0.01%+170,87213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources379,686$9.03M<0.01%+50,56513F-HRTimelineGroup
Melia Wealth LLC377,760$8.98M5.17%-137,71813F-HRTimeline
Columbus Macro, LLC374,871$8.91M0.87%+17,09013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC355,370$8.45M0.41%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.300,377$7.14M<0.01%+23,88713F-HRTimelineGroup
EPIQ PARTNERS, LLC294,003$6.99M2.96%-18,32313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …291,778$6.94M<0.01%+7,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC269,532$6.41M<0.01%+4,87313F-HRTimelineGroup
Union Bancaire Privee, UBP SA1,685$6.31M0.07%013F-HRTimeline
Womack Financial LLC230,538$5.48M3.62%-1,73713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY215,970$5.13M<0.01%+31,94213F-HRTimelineGroup
Beacon Pointe Advisors, LLC197,768$4.7M0.02%+1,00013F-HRTimeline
FIRST MANHATTAN CO. LLC.167,842$3.99M0.01%-21,01713F-HRTimeline
Naviter Wealth, LLC167,732$3.99M0.36%+43,16213F-HRTimeline
Schonfeld Strategic Advisors LLC160,021$3.8M0.02%new13F-HRTimeline
GRACE & WHITE INC /NY159,697$3.8M0.6%-5,00013F-HRTimeline
HRT FINANCIAL LP157,937$3.75M0.01%+64,52113F-HRTimeline
Foundations Investment Advisors, LLC129,161$3.07M0.03%-6,29213F-HRTimeline
GraniteShares Advisors LLC126,444$3.01M1.93%+16,55013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP120,787$2.87M<0.01%new13F-HRTimelineGroup
Hodges Capital Management Inc.112,283$2.67M0.18%+2,00813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,851$2.47M<0.01%-1,62413F-HRTimelineGroup
Trexquant Investment LP103,686$2.46M0.02%+94,07313F-HRTimeline
Advisors Asset Management, Inc.98,619$2.34M0.04%-9,78113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd97,027$2.31M0.03%+83,71413F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC95,362$2.27M0.04%+2313F-HRTimeline
First Dallas Securities Inc.90,468$2.15M0.71%+77713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC88,251$2.1M<0.01%new13F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC87,762$2.09M0.15%+73,15413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,011$2.04M<0.01%+44,23713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC84,495$2.01M<0.01%-7,97813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC83,697$1.99M0.02%-4,52813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP80,442$1.91M<0.01%+11,38013F-HRTimelineGroup
SMH CAPITAL ADVISORS INC80,072$1.9M7.46%+1,70813F-HR/ATimeline
Truvestments Capital LLC78,667$1.87M0.28%+5,92113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co77,938$1.85M<0.01%+12,33213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management77,193$1.83M<0.01%-13,71513F-HRTimelineGroup
Militia Capital Management LLCin group Militia Capital Management LLC75,000$1.78M0.32%+40,00013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC74,653$1.77M0.34%+3,47913F-HRTimeline
DENALI ADVISORS LLC72,014$1.71M0.17%-3,83313F-HRTimeline
B. Riley Wealth Advisors, Inc.69,775$1.64M0.09%+1513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS66,615$1.58M<0.01%+10,03713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC66,133$1.57M0.1%+6,26613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC64,703$1.54M<0.01%+7,83913F-HRTimelineGroup
Cambridge Investment Research Advisors,…63,291$1.5M<0.01%+7,47613F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.62,374$1.48M0.04%-1,37113F-HRTimeline
Moerus Capital Management LLC61,698$1.47M0.65%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC59,115$1.41M0.03%+40,69913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,116$1.36M<0.01%-21,85913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC51,258$1.22M<0.01%+19,36313F-HRTimelineGroup
Catalyst Capital Advisors LLC49,000$1.16M0.02%013F-HRTimeline
Bayshore Capital Advisors, LLC48,320$1.15M0.54%+27,82013F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC45,257$1.08M<0.01%-102,06213F-HRTimeline
Quantbot Technologies LP43,455$1.03M0.04%+27,72213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,721$1.01M<0.01%+19,44813F-HRTimelineGroup
Symphony Financial, Ltd. Co.42,154$991K0.11%+1,18513F-HRTimeline
Cornerstone Wealth Management, LLC40,813$970K0.04%+22513F-HRTimeline
NAVELLIER & ASSOCIATES INC38,884$924K0.07%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management38,697$920K0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC37,445$890K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.36,618$870K0.33%-40013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,203$861K<0.01%-18,82513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC31,550$750K<0.01%+2,33313F-HRTimelineGroup
AlphaCore Capital LLC31,546$750K0.01%+55013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP30,530$726K0.04%+17,65313F-HRTimeline
Greenland Capital Management LP29,000$689K0.13%+3,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,535$655K<0.01%+10,09813F-HRTimelineGroup
GEN Financial Management, INC.26,569$632K0.38%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC26,405$628K0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,157$622K<0.01%-49413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,481$582K<0.01%-180,06713F-HRTimelineGroup
Arlington Capital Management, Inc.24,202$575K0.36%+2,63713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.24,009$571K<0.01%-2,30913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,312$554K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,681$539K0.01%-1,96713F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.21,979$522K0.07%-2,27513F-HRTimeline
GSA CAPITAL PARTNERS LLP21,812$518K0.03%new13F-HRTimeline
Zuckerman Investment Group, LLC21,371$508K0.04%-56613F-HRTimeline
Closed-End Fund Advisors, Inc.19,487$463K0.45%-11,10113F-HRTimeline
WEDBUSH SECURITIES INC19,276$458K0.01%+2,89813F-HRTimeline
&PARTNERS18,428$438K<0.01%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC18,272$434K0.02%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC18,250$434K0.02%013F-HRTimeline
Fund Advisors of America Inc/FL16,578$394K0.36%-1,84813F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…16,171$384K0.09%-6,29313F-HRTimelineGroup
Samalin Investment Counsel, LLC16,005$380K0.12%-6,87613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,770$375K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC15,354$365K0.01%-44713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,016$357K0.01%-5,81413F-HRTimelineGroup
DEARBORN PARTNERS LLC13,966$332K0.02%-5,45413F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,949$328K<0.01%-74113F-HRTimelineGroup
FCG Investment Co13,763$327K0.11%+3,09413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,700$326K<0.01%013F-HRTimelineGroup
Black Swift Group, LLC13,550$322K0.05%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC13,515$321K0.01%+4,16513F-HRTimeline
Amundiin group Amundi13,279$316K<0.01%new13F-HRTimelineGroup
Engineers Gate Manager LP13,045$310K<0.01%-4,55213F-HRTimeline
Mission Hills Financial Advisory, LLC12,836$305K0.13%new13F-HRTimeline
Generali Investments CEE, investicni sp…12,758$303K0.01%013F-HRTimeline
Accel Wealth Management12,521$298K0.07%+1313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,437$296K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning12,352$294K<0.01%+2,41413F-HRTimelineGroup
Core Wealth Partners LLC12,320$293K0.12%+80013F-HRTimeline
DRW Securities, LLC11,959$284K0.02%+79413F-HRTimeline
Arkadios Wealth Advisors11,902$283K<0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,794$280K<0.01%-9,82413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC11,558$275K0.02%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,442$272K<0.01%+48213F-HRTimelineGroup
Global Retirement Partners, LLC11,373$270K<0.01%13F-HRTimeline
ProShare Advisors LLC11,364$270K<0.01%+3413F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC11,251$267K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,993$261K<0.01%+7,00713F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC10,845$258K<0.01%+1,20813F-HRTimelineGroup
MACKENZIE FINANCIAL CORP10,520$250K<0.01%new13F-HRTimeline
Permanent Capital Management, LP9,820$233K0.03%new13F-HRTimeline
HighTower Advisors, LLC9,746$232K<0.01%-113F-HRTimeline
SageGuard Financial Group, LLC9,122$217K0.03%-56813F-HRTimeline
Sequoia Financial Advisors, LLC8,825$210K<0.01%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC8,750$208K0.12%new13F-HRTimeline
VPR Management LLC8,500$202K0.08%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,477$201K<0.01%new13F-HRTimelineGroup
Leonteq Securities AG7,000$166K0.01%013F-HRTimeline
Allworth Financial LP6,535$155K<0.01%+94713F-HRTimeline
Rialto Wealth Management, LLC4,809$114K0.02%013F-HRTimeline
Parallel Advisors, LLC4,185$99.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,096$97.4K0.01%+9813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,000$95.1K<0.01%-40913F-HRTimelineGroup
IFG Advisory, LLC3,500$83.2K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,088$73.4K<0.01%-1,56613F-HRTimelineGroup
Burk Holdings LLC3,068$72.9K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,975$71K<0.01%+7213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,800$66.6K<0.01%+2,20013F-HRTimelineGroup
SIGNATUREFD, LLC2,738$65.1K<0.01%-67113F-HRTimeline
Osbon Capital Management LLC2,500$59.4K0.05%-15013F-HRTimeline
Washington Trust Advisors, Inc.2,500$59.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,438$57.9K<0.01%-26413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,319$55.1K<0.01%-1013F-HRTimelineGroup
State of Alaska, Department of Revenue2,237$53K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,094$49.8K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,810$43K<0.01%new13F-HRTimeline
Triumph Capital Management1,750$41.6K0.01%+35013F-HRTimeline
Geneos Wealth Management Inc.1,630$38.7K<0.01%-30013F-HRTimeline
Elequin Capital, LP1,606$38.2K<0.01%+42913F-HRTimeline
Allied Private Wealth LLC1,575$37K0.02%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,225$29.1K<0.01%+1,00013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,206$27.9K<0.01%+5013F-HRTimelineGroup
North Star Investment Management Corp.1,025$24.4K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$23.8K<0.01%013F-HRTimeline
NFSG Corp1,000$23.8K<0.01%013F-HRTimeline
Blue Trust, Inc.985$23.4K<0.01%-6813F-HRTimeline
Heritage Wealth Advisors980$23.3K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC970$23.1K<0.01%-6,26313F-HRTimeline
NewEdge Advisors, LLC955$22.7K<0.01%new13F-HRTimeline
Avion Wealth900$21K<0.01%+40013F-HRTimeline
Integrated Wealth Concepts LLC780$18.5K<0.01%new13F-HRTimeline
Key Capital Management, INC726$17.3K0.01%-5613F-HRTimeline
HHM Wealth Advisors, LLC700$16.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…662$15.7K<0.01%+31413F-HRTimelineGroup
CENTRAL TRUST Co600$14.3K<0.01%-2,10013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP600$14.3K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC514$12.2K<0.01%-2,09213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…500$11.9K0.01%013F-HRTimeline
Dunhill Financial, LLC400$9.51K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC291$6.92K<0.01%013F-HRTimeline
LRI Investments, LLC250$5.94K<0.01%013F-HRTimeline
FIRST HORIZON CORP200$4.75K<0.01%013F-HRTimeline
Archer Investment Corp146$3.46K<0.01%+413F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC100$2.38K<0.01%new13F-HRTimeline
Quarry LP88$2.09K<0.01%-94213F-HRTimeline
JFS WEALTH ADVISORS, LLC69$1.64K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN60$1.43K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.34$798<0.01%+113F-HRTimelineGroup
Hilton Head Capital Partners, LLC30$713<0.01%013F-HRTimeline
Caitong International Asset Management …27$642<0.01%-3513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS14$333<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.5$119<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$71<0.01%-2413F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2$48<0.01%013F-HRTimelineGroup