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Disclosery

CSWC CAPITAL SOUTHWEST CORP

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COM (common), issuer CIK 17313

177 managers (178 13F filers) reported a position in CSWC shares at 2025-06-30, 17,841,443 shares in all. 29 filers opened a position and 27 filers sold out during the quarter.

Managers
177
13F filers
178
New
29
Added
68
Reduced
48
Sold out
27
Shares held by filers
17,841,443

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Union Bancaire Privee, UBP SA14,349$45.1M0.66%+69413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,744,721$38.5M-68,679Timeline
SANDERS MORRIS HARRIS LLC1,390,339$30.6M7.32%-42,72513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,347,300$29.7M0.03%+180,36813F-HRTimelineGroup
UBS Group AGin group UBS Group AG783,060$17.3M<0.01%+486,18313F-HRTimelineGroup
Sound Income Strategies, LLC702,201$15.5M0.89%+86,18513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management546,280$12M0.03%-256,85613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC526,734$11.6M0.01%+37,74213F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC521,686$11.5M0.67%+81,21313F-HRTimelineGroup
Melia Wealth LLC464,973$10.2M4.91%+42,66513F-HRTimeline
Zuckerman Investment Group, LLC460,375$10.1M0.98%+33,35513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC409,241$9.02M0.01%+75,82413F-HRTimelineGroup
Cetera Investment Advisers361,722$7.97M0.01%+289,77813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC335,718$7.4M<0.01%+290,33513F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc332,746$7.33M<0.01%+14,57313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.320,720$7.07M<0.01%+58,88913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources290,762$6.41M<0.01%-7,86113F-HRTimelineGroup
Columbus Macro, LLC290,704$6.41M0.78%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC286,597$6.32M<0.01%-14,00313F-HRTimelineGroup
EPIQ PARTNERS, LLC266,800$5.88M3%+11,40013F-HRTimeline
FIRST MANHATTAN CO. LLC.258,986$5.71M0.02%-28,15013F-HRTimeline
HRT FINANCIAL LP242,080$5.33M0.02%+154,38413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY227,396$5.01M<0.01%+67,59813F-HRTimelineGroup
Beacon Pointe Advisors, LLC226,212$4.99M0.05%-188,27713F-HRTimeline
Muzinich & Co., Inc.225,790$4.98M2.27%+88,41913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC212,781$4.69M<0.01%-44,89113F-HRTimelineGroup
LPL Financial LLC205,640$4.53M<0.01%+7,96213F-HRTimeline
Womack Financial LLC199,323$4.39M3.66%+10,11013F-HR/ATimeline
GRACE & WHITE INC /NY174,597$3.85M0.7%-2,00013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …172,597$3.8M<0.01%+38,41913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,055$3.29M<0.01%+79,91613F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP147,162$3.24M<0.01%-101,58613F-HRTimelineGroup
Argent Trust Co123,348$2.72M0.1%+42,53213F-HRTimeline
Foundations Investment Advisors, LLC118,196$2.61M0.04%+11,52513F-HRTimeline
DENALI ADVISORS LLC113,850$2.51M0.26%-2,55413F-HRTimeline
Advisors Asset Management, Inc.112,511$2.48M0.04%-36,05413F-HR/ATimeline
Cubist Systematic Strategies, LLC107,201$2.36M0.03%+53,18613F-HRTimeline
Hodges Capital Management Inc.106,045$2.34M0.22%+14,28513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC102,107$2.25M0.03%+58513F-HRTimeline
Naviter Wealth, LLC100,105$2.21M0.27%+18,35213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC98,874$2.18M0.06%+6,85513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.92,163$2.03M0.1%-22113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC87,765$1.93M0.02%+2,98513F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC80,641$1.78M0.01%+14,91713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,788$1.76M<0.01%+2,24813F-HRTimeline
Hennion & Walsh Asset Management, Inc.79,511$1.75M0.07%-49,76213F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.78,808$1.74M<0.01%new13F-HRTimelineGroup
First Dallas Securities Inc.77,102$1.7M0.67%+5,17713F-HRTimeline
Sovereign's Capital Management, LLC77,048$1.7M0.91%+6,67813F-HRTimeline
Quantbot Technologies LP75,546$1.67M0.04%+13,99313F-HRTimeline
Moerus Capital Management LLC73,983$1.63M0.7%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC69,501$1.53M<0.01%-21,15013F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC67,865$1.5M2.19%+14,24213F-HRTimeline
Schonfeld Strategic Advisors LLC66,243$1.46M0.01%-51,30013F-HRTimeline
Qube Research & Technologies Ltd63,474$1.4M<0.01%-173,29213F-HRTimeline
Legacy Capital Wealth Partners, LLC59,024$1.3M0.3%-1,21413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC56,395$1.24M0.28%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…54,503$1.2M0.01%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co51,018$1.13M<0.01%+2,77113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP49,224$1.08M<0.01%+34,88913F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC49,161$1.08M0.09%+2,01013F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd48,215$1.06M0.03%new13F-HRTimeline
Trexquant Investment LP46,630$1.03M0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC45,856$1.01M<0.01%-1,03213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP45,690$1.01M<0.01%+33,85813F-HRTimelineGroup
SMH CAPITAL ADVISORS INC45,215$997K2.26%-76613F-HRTimeline
Cornerstone Wealth Management, LLC43,005$948K0.06%+68613F-HRTimeline
Mraz, Amerine & Associates, Inc.42,958$947K0.15%-77413F-HRTimeline
Engineers Gate Manager LP41,379$912K0.01%+21,79213F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…41,064$905K0.31%-3,10013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.41,052$905K0.41%-67613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC40,579$894K0.01%new13F-HR/ATimelineGroup
Sunbelt Securities, Inc.37,229$812K0.07%-2,00013F-HRTimeline
TUDOR INVESTMENT CORP ET AL35,219$776K0.01%new13F-HRTimeline
FJ Capital Management LLC35,067$773K0.08%-5,01413F-HRTimeline
OMERS ADMINISTRATION Corp34,900$769K0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.34,003$749K<0.01%+6,09413F-HRTimelineGroup
Verition Fund Management LLC31,500$694K<0.01%-2,27413F-HRTimeline
Cambridge Investment Research Advisors,…28,528$629K<0.01%-3,95313F-HRTimeline
Mariner, LLCin group Mariner, LLC28,314$624K<0.01%+8,61713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,036$618K<0.01%-33,59113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,960$594K<0.01%+1,38613F-HRTimelineGroup
Autumn Glory Partners, LLC26,000$573K0.27%013F-HRTimeline
Nebula Research & Development LLC25,907$571K0.05%new13F-HRTimeline
Samalin Investment Counsel, LLC25,864$570K0.22%+1,90913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,645$565K<0.01%-61013F-HR/ATimelineGroup
DRW Securities, LLC24,985$551K0.04%+14,91513F-HRTimeline
ExodusPoint Capital Management, LP24,975$550K0.01%-14,12513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC24,717$545K<0.01%-128,75313F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC24,606$542K<0.01%+1,50213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,797$524K0.01%+2,29913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,139$466K<0.01%-16,44813F-HRTimelineGroup
Campbell & CO Investment Adviser LLC20,873$460K0.03%-48913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,497$452K<0.01%+10,36413F-HRTimelineGroup
Catalyst Capital Advisors LLC20,000$441K0.01%013F-HRTimeline
Atom Investors LP19,751$435K0.04%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC19,087$421K<0.01%+1,09013F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC18,272$403K0.03%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC18,250$402K0.03%013F-HRTimeline
GSA CAPITAL PARTNERS LLP17,874$394K0.03%new13F-HRTimeline
BARD ASSOCIATES INC17,256$380K0.12%013F-HRTimeline
DEARBORN PARTNERS LLC15,787$348K0.02%-2,63713F-HRTimeline
SIMPLEX TRADING, LLC14,793$326K0.01%+2,89513F-HRTimeline
CAXTON ASSOCIATES LLP14,257$314K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,756$303K<0.01%013F-HRTimelineGroup
Aquatic Capital Management LLC13,329$294K0.01%-9,84813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,303$293K0.01%-5,29613F-HRTimeline
Global Retirement Partners, LLC12,695$280K0.01%13F-HRTimeline
Generali Investments CEE, investicni sp…12,628$278K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,200$269K<0.01%+4,32013F-HRTimelineGroup
Aigen Investment Management, LP11,822$261K0.04%new13F-HRTimeline
WEDBUSH SECURITIES INC11,723$258K0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,613$256K<0.01%-20813F-HR/ATimelineGroup
Core Wealth Partners LLC11,520$254K0.13%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC11,251$248K<0.01%013F-HRTimelineGroup
PharVision Advisers, LLC11,249$248K0.36%new13F-HRTimeline
Quantinno Capital Management LP10,893$240K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,830$239K<0.01%-32713F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP10,747$237K0.01%013F-HRTimeline
Summit Trail Advisors, LLC10,630$234K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,485$231K0.01%-4,25013F-HRTimeline
HighTower Advisors, LLC10,190$225K<0.01%+80213F-HRTimeline
ProShare Advisors LLC9,909$218K<0.01%+5013F-HRTimeline
Mutual Advisors, LLC9,244$216K0.01%-8,13513F-HRTimeline
Atria Wealth Solutions, Inc.9,738$215K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,272$204K<0.01%-17013F-HRTimelineGroup
Creative Planningin group Creative Planning9,114$201K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,423$186K<0.01%-24,52813F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT7,055$155K0.01%+18013F-HRTimeline
Leonteq Securities AG5,500$121K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.5,000$110K0.01%013F-HRTimeline
Rialto Wealth Management, LLC4,809$106K0.03%013F-HRTimeline
Allworth Financial LP4,600$101K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,185$92.2K<0.01%-21713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,000$88.2K<0.01%013F-HRTimelineGroup
Quarry LP3,715$81.9K0.02%+2,36413F-HRTimeline
Farther Finance Advisors, LLC3,698$81.5K<0.01%+3,28113F-HRTimeline
MAI Capital Management3,524$77.7K<0.01%+86513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,500$77.1K<0.01%+3,00013F-HRTimeline
NFSG Corp3,176$70K0.01%new13F-HRTimeline
Blue Trust, Inc.3,148$69.4K<0.01%+18513F-HRTimeline
CWM, LLCin group CWM, LLC2,930$65K<0.01%+61513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,787$61.4K<0.01%+42813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,685$59K<0.01%+6913F-HRTimelineGroup
First Horizon Advisors, Inc.2,628$57.9K<0.01%+2,42813F-HRTimeline
VPR Management LLC2,500$55.1K0.03%new13F-HRTimeline
SIGNATUREFD, LLC2,483$54.7K<0.01%+84913F-HRTimeline
Garde Capital, Inc.2,401$52.9K<0.01%013F-HRTimeline
Point72 Hong Kong Ltd2,189$48.2K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,136$47.1K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,135$47.1K<0.01%+78813F-HRTimelineGroup
Geneos Wealth Management Inc.1,930$42.5K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.1,894$41.7K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,877$41.4K<0.01%+1,86313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,566$34.5K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,551$34.2K<0.01%-113F-HRTimelineGroup
Fortitude Family Office, LLC1,400$30.9K0.01%new13F-HRTimeline
Promus Capital, LLC1,384$30.5K0.02%013F-HR/ATimeline
North Star Investment Management Corp.1,025$22.6K<0.01%+49713F-HRTimeline
Larson Financial Group LLC1,000$22K<0.01%013F-HRTimeline
NewEdge Advisors, LLC639$14.1K<0.01%-17,51913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP600$13.2K<0.01%-7013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management600$13.2K<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC500$11K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC500$11K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…500$11K0.01%013F-HRTimeline
IFP Advisors, Inc475$10.5K<0.01%new13F-HRTimeline
Dunhill Financial, LLC400$8.82K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc300$6.61K<0.01%-30813F-HRTimeline
LRI Investments, LLC250$5.51K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…200$4.41K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN70$1.54K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.30$668<0.01%013F-HRTimelineGroup
Caitong International Asset Management …19$419<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.5$111<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2$44<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.